Global Operators Give SDMC (00901.HK) a Route to Scale Its ‘First AI Home Stock’ Strategy
HONG KONG, Jun 9, 2026 – (ACN Newswire) – SDMC’s “First AI Home Stock” narrative is supported not only by technology positioning, but also by its overseas customer network. The company has built a business model focused on global telecom operators and retailers, a channel structure that could become important if AI Home solutions move from product concepts into household deployment.
The company generates more than 90% of its revenue from overseas markets. Its 2025 revenue structure was spread across Europe, the Americas and Asia excluding China, giving SDMC a more diversified international base than companies dependent on one domestic or regional market. That global footprint matters for AI Home because household intelligence products often require compatibility with local operators, content systems, connectivity standards and consumer usage habits.
According to SDMC’s prospectus, since 2010 and up to the latest practicable date, the company had delivered smart home products, including end-to-end hardware and software solutions, to more than 300 global telecom operators and retailers, serving millions of households worldwide. For a company seeking to promote itself as the “First AI Home Stock,” that installed relationship base is a key asset. Operators already sit close to the home through broadband, television, content and device-management services, making them natural partners for AI Home commercialization.
SDMC’s certification record also supports its international strategy. The company became one of the first companies in China to secure Google Android TV certification in 2017 and the first ODM company worldwide to secure Google TV projector certification in 2023. These credentials are relevant in overseas operator channels, where compliance, ecosystem compatibility and delivery reliability are often prerequisites for supplier selection.
The investment case is that SDMC can use this operator network to extend its role from hardware supply to AI Home solutions. Digital video devices can provide the entertainment interface, network communication devices can provide household connectivity, and software platforms such as Cedar and XHome can provide coordination and device management. If operators adopt more integrated home services, SDMC’s existing B2B relationships may reduce the cost and time required to bring AI Home products to market.
The risk is that the AI Home opportunity remains early, and customers may move cautiously before committing to large-scale deployments. SDMC will need to prove demand, monetization and repeat orders beyond its existing hardware base. Nevertheless, its global operator network gives the “First AI Home Stock” story a commercial route, rather than leaving it as a pure technology slogan for market audiences.
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