Apple's foldable iPhone could send this stock soaring — analysts say watch closely
Apple's foldable iPhone could be the biggest tech shift in years, and Lens Technology (HKEX: 300433) is the stock to watch closely. The company specializes in ultra-thin glass and has raised HK$610 million to boost its foldable-screen capabilities. Analysts predict Apple's foldable launch in 2026 could drive 12% of Lens's total revenue by 2027. With Apple expected to use Samsung's crease-free OLED and Lens's display glass, this partnership may redefine the smartphone market. If you're bullish on Apple's foldable vision, Lens Technology stock offers a high-risk, high-reward opportunity tied directly to one of Apple's most anticipated launches.
Apple might be on the brink of shaking up the smartphone market again—this time with a foldable iPhone. And while fans are buzzing about the design and features, Wall Street is watching something else entirely: a lesser-known stock that analysts say could skyrocket if Apple pulls the trigger. The company behind it isn't a household name yet, but if you're tracking potential breakout plays in the Apple supply chain, this one deserves your full attention. Apple's foldable iPhone could send this stock soaring — analysts say watch closely- Lens Technology (HKEX: 300433) could become the biggest winner if Apple's foldable iPhone hits the market in 2026. The ultra-thin glass manufacturer is being closely watched by analysts who believe this could be a game-changing moment—not just for Apple, but also for its key suppliers. Lens recently raised HK$610 million through its Hong Kong IPO to strengthen its foldable-screen tech, betting big on Apple's future moves. If things go as projected, foldable iPhones could make up 12% of Lens's total revenue by 2027. Apple is reportedly preparing to enter the foldable smartphone space by late 2026, according to top Apple analyst Ming-Chi Kuo. The device is expected to feature a book-style design, crease-free OLED panels from Samsung Display, and ultra-thin glass supplied by Lens Technology. If the rumors prove accurate, this could mark a major shift in Apple's product strategy, making foldables a mainstream option for iPhone users.
Price estimates for Apple's foldable phone range between $1,800 and $2,400, which would make it the most expensive iPhone to date, according to UBS and Kuo. The anticipated launch is already pushing excitement in Apple's supply chain, with suppliers like Lens preparing for a potential boom. Lens Technology is a long-time Apple supplier, known for producing ultra-thin glass (UTG) used in display covers. Analysts believe the company's role in Apple's foldable lineup could be massive. As per reports from 36Kr and Gulf Business, Lens will likely be a primary supplier of the glass cover for Apple's first foldable device. Lens is clearly gearing up. The company raised HK$610 million in its Hong Kong listing, specifically targeting R&D and production in foldable glass. Its projections show that foldable-related revenue could grow from 5% in 2026 to 12% by 2027—a major shift for its earnings profile.
At a current price of around ¥23.64 CNY (as of July 21, 2025), Lens Technology is trading below its 52-week high of ¥32.05, giving it room to climb if the foldable iPhone gains traction. The stock is up +7.9% year-to-date and +24% over the past year, showing steady investor interest. The company has a market cap of approximately ¥122 billion CNY (~US$17 billion), with a P/E ratio of ~31× TTM and forward P/E of ~23.6×. Its next earnings report is expected on August 20, 2025, and that could be a catalyst depending on any foldable-related updates. Lens Technology presents a high-risk, high-reward opportunity. While it's positioned well, there are still several uncertainties: Apple's rollout schedule: Delays in the foldable iPhone launch could postpone revenue growth.
Execution risk: Mass production of ultra-thin glass at scale isn't easy. Any technical hurdles could hit margins.
Global market volatility: As a China-based company, Lens remains vulnerable to fluctuations in China/HK tech stocks and regulatory pressures.
Rising competition: Firms like Luxshare Precision and Foxconn are also making moves in foldable tech. Even component suppliers like Amphenol and Hirose Electric are building their stake with high-end hinges and connectors. Still, if Apple's launch succeeds, Lens's first-mover advantage in foldable glass could put it far ahead. Here's a quick look at where Lens stands among others in the foldable supply chain: Company Focus Area Why It Matters Lens Technology Ultra-thin glass for displays Leader in UTG development; direct link to Apple's foldable glass needs Luxshare Precision Connectors, hinges, assembly Already assembling AirPods; expanding into foldables Foxconn / Pegatron Device assembly Key OEM players exploring foldable capabilities Amphenol / Hirose Hinges & connectors Hinge components alone may account for 18% of foldable BOM Samsung Display OLED displays Likely exclusive display supplier for Apple's foldable model Among this group, Lens stands out for its specialized role in foldable glass—a niche few have mastered. If you believe in Apple's foldable future, Lens Technology is one of the purest plays you can make in the supply chain. It's not without risk, but it offers meaningful upside if Apple's 2026 launch happens as planned. With analysts projecting up to 12% revenue from foldables by 2027, Lens's earnings could look very different in just two years. Pairing Lens with broader Apple suppliers like Luxshare or Foxconn may offer more balanced exposure. But if you're targeting maximum upside from the foldable iPhone theme, Lens deserves a serious look. Apple's foldable iPhone might still be over a year away, but the time to watch Lens Technology (300433.SZ) is now. With a clear path to becoming a key player in Apple's foldable plans, and an already growing stock profile, Lens could become one of the biggest breakout stories in the global tech supply chain. Q1: What is Lens Technology's role in Apple's foldable iPhone? Lens Technology is likely to supply the ultra-thin cover glass for Apple's 2026 foldable iPhone.
Q2: Could Lens Technology stock grow with Apple's foldable iPhone launch? Yes, analysts expect up to 12% of Lens's revenue to come from foldables by 2027.
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