Latest news with #LensTechnology
South China Morning Post
29-07-2025
- Business
- South China Morning Post
IPO boom a stepping stone for Hong Kong to become region's capital hub
About a year ago, the question was whether Hong Kong's initial public offering (IPO) market could recapture its heyday. At the time, I wrote that a sustained recovery could restore sentiment, rekindle risk appetites and help channel capital to China's most ambitious enterprises. Encouragingly, the recovery is well under way. Advertisement Hong Kong is on track to be the world's top IPO venue this year. The renewed activity rests on strong foundations: access to the right sectors, regulatory reforms and deepening liquidity. It also signals Hong Kong's ability to provide the capital for a transforming global economy. China's export engine is undergoing a structural shift from low-cost assembly lines to world-leading hi-tech manufacturing. Companies at the forefront of this transformation are turning to Hong Kong to raise capital. The US$5.3 billion secondary listing by Contemporary Amperex Technology (CATL) in May – the largest globally this year – did more than raise funds. It confirmed Hong Kong's importance in the global expansion of China's industrial champions. More recently, Apple supplier Lens Technology took a similar route . Shein, the fast-fashion giant, is reportedly preparing to follow. What is drawing these companies to Hong Kong over New York, London or Shanghai? Listing aspirants report faster approvals, clearer regulatory paths and access to both international and domestic capital in Hong Kong. Waiting times for A-share IPOs that can stretch a year or more led many would-be issuers to turn to Hong Kong. A more protectionist stance in the United States has also made its stock markets less appealing, particularly for Chinese and other emerging-market issuers. 01:44 China's largest EV battery maker CATL celebrates strong debut at Hong Kong stock market China's largest EV battery maker CATL celebrates strong debut at Hong Kong stock market
South China Morning Post
29-07-2025
- Business
- South China Morning Post
IPO boom a stepping stone for Hong Kong to become region's capital hub
About a year ago, the question was whether Hong Kong's initial public offering (IPO) market could recapture its heyday. At the time, I wrote that a sustained recovery could restore sentiment, rekindle risk appetites and help channel capital to China's most ambitious enterprises. Encouragingly, the recovery is well under way. Hong Kong is on track to be the world's top IPO venue this year. The renewed activity rests on strong foundations: access to the right sectors, regulatory reforms and deepening liquidity. It also signals Hong Kong's ability to provide the capital for a transforming global economy. China's export engine is undergoing a structural shift from low-cost assembly lines to world-leading hi-tech manufacturing. Companies at the forefront of this transformation are turning to Hong Kong to raise capital. The US$5.3 billion secondary listing by Contemporary Amperex Technology (CATL) in May – the largest globally this year – did more than raise funds. It confirmed Hong Kong's importance in the global expansion of China's industrial champions. More recently, Apple supplier Lens Technology took a similar route . Shein, the fast-fashion giant, is reportedly preparing to follow. What is drawing these companies to Hong Kong over New York, London or Shanghai? Listing aspirants report faster approvals, clearer regulatory paths and access to both international and domestic capital in Hong Kong. Waiting times for A-share IPOs that can stretch a year or more led many would-be issuers to turn to Hong Kong. A more protectionist stance in the United States has also made its stock markets less appealing, particularly for Chinese and other emerging-market issuers. 01:44 China's largest EV battery maker CATL celebrates strong debut at Hong Kong stock market China's largest EV battery maker CATL celebrates strong debut at Hong Kong stock market
Economic Times
22-07-2025
- Business
- Economic Times
Apple's foldable iPhone could send this stock soaring — analysts say watch closely
Synopsis 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 ( 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.
Time of India
21-07-2025
- Business
- Time of India
Apple's foldable iPhone could send this stock soaring — analysts say watch closely
Apple is gearing up to disrupt the smartphone world yet again—this time with a foldable iPhone that could change everything. But the real excitement isn't just about the phone itself. Analysts are sounding the alarm on one under-the-radar stock that could absolutely explode if Apple makes its move. They're calling it a must-watch—because when Apple shifts, this company could be the one riding the biggest wave. 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. Why is Apple betting on a foldable iPhone by 2026? 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. by Taboola by Taboola Sponsored Links Sponsored Links Promoted Links Promoted Links You May Like Experts Warn If You See This Bug In Your Yard, Do This Quickly Undo 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. How does Lens Technology fit into Apple's foldable vision? 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. Live Events 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. Is Lens Technology stock a smart buy right now? 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. If you're eyeing Lens Technology as a potential breakout stock tied to Apple's foldable iPhone, here are the key numbers and dates that matter: Current stock price : Around ¥23.64 CNY as of July 21, 2025 52-week range : Between ¥14.92 and ¥32.05 CNY — still below its recent peak Market cap : Roughly ¥122 billion CNY (≈ $17 billion USD ) P/E ratio : Trading at about 31× trailing earnings , with a forward P/E near 23.6× Year-to-date performance : Up ~7.9% so far in 2025 One-year gain : Stock has climbed 24% over the past 12 months Next big catalyst : Q2 earnings report expected on August 20, 2025 These numbers show that Lens Technology has already been gaining momentum—but the real upside could hit if Apple formally confirms a 2026 launch for the foldable iPhone and Lens is locked in as a key supplier. What are the key risks for investors betting on Lens? 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. How does Lens stack up against other Apple suppliers? 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. So, should you watch Lens Technology stock closely? 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 ( 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. FAQs: 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.
Phone Arena
15-07-2025
- Business
- Phone Arena
Apple's first foldable iPhone could cost less than you expected
Investment firm UBS recently released a note to its clients about the iPhone Fold . According to UBS, Apple will release a book-style foldable in the style of the Samsung Galaxy Z Fold line next year. The analysis done by the Swiss-based company shows that Apple's Bill of Materials (BOM) for the foldable iPhone could be $759, 4% less than what Samsung pays for the parts to build the Galaxy Z Fold SE ($790). UBS says that Apple will be able to save money on memory, application processors, and camera modules. The securities house sees Apple limiting production of its first foldable to 10 million to 15 million units. While initial estimates called for Apple to price its first foldable in a range between $2,000 and $2,400, UBS says that Apple's discipline on costs could allow it to price the phone at $1,800-$2,000. That would still make it the most expensive iPhone ever. The contribution margins are forecast to be in a range of 53%-58%, which matches the same margins on Samsung's foldables and tops the contribution margins on the iPhone 16 line. The report to UBS clients confirms previous reports that say Samsung Display will be the main supplier of the 7-inch internal OLED screens for the iPhone Fold . It is expected that as Apple starts expanding production of its foldable phone, LG Display will also get some orders from the tech giant. Suppliers for parts such as the foldable's titanium casing and its liquid metal hinge will include companies like Lens Technology, Amphenol, and Hon Hai (Foxconn). Speaking of Hon Hai (Foxconn), UBS says it will be the primary assembler of the iPhone Fold , with Luxshare as the secondary assembler. UBS believes that Apple's long-awaited entry into the foldable smartphone market will speed up the adoption of foldable devices in smartphones, tablets, and notebooks in the medium to long term. The investment firm's analysts also say that Apple's late arrival into foldables might actually be a positive for it. The supply chain for foldables is now mature, and the technology has been refined. Not only does this mean that Apple has the ability to build a more advanced foldable, but it might be able to do it at a lower price than you'd expect. Secure your connection now at a bargain price! We may earn a commission if you make a purchase Check Out The Offer
