Latest news with #LensTechnology
Time of India
4 hours ago
- 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
7 days ago
- 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
Malaysian Reserve
09-07-2025
- Business
- Malaysian Reserve
Apple supplier Lens Technology to debut in Hong Kong after US$607m float
LENS Technology Co., a Chinese manufacturer of touch-screen covers for Apple Inc.'s iPhone, rose in its Hong Kong trading debut after a HK$4.8 billion ($607 million) stock offering in the city. The shares closed at HK$19.84 on Wednesday, up 9.1%. In the stock offering, the shares were priced at the high end of the marketed range, and attracted cornerstone investors such as Xiaomi Corp., UBS Asset Management AG and Oaktree Capital Management. Headed by China's second-richest woman, Lens Technology is the latest China-traded company to set its sights on Hong Kong. Chinese companies have flocked to the city to list their shares amid a rally in the benchmark Hang Seng Index, which is forecast to double to more than $22 billion this year. Lens Technology is the biggest debutant in what was the busiest day for share listings in Hong Kong this year. Wuhan Dazhong Dental Medical Co., Beijing Xunzhong Communication Technology Co., Beijing Geekplus Technology Co. and Fortior Technology Shenzhen Co. all ended the day up. The company, which also makes other components for consumer electronics, saw sales and profit rise at least 20% last year, fueled by demand for smart gadgets. But Lens Technology remained heavily dependent on a few major clients, most notably Apple, which accounted for nearly half of its total sales. 'Lens Tech is one of the few global consumer electronics solution providers with advanced capabilities in both glass and metal processing,' SDICS International Securities analyst Alex Wang wrote in a note. Still, the company faces risks including 'high customer concentration and intensifying industry competition,' according to the note. –BLOOMBERG
Yahoo
09-07-2025
- Business
- Yahoo
Apple supplier Lens Tech said to price US$607 mil Hong Kong listing at top of range
The company, which makes mobile-phone-glass covers and other components for consumer electronics, joins the growing wave of China-listed companies seeking to go public in Hong Kong. Apple supplier Lens Technology Co. has raised HK$4.8 billion ($781 million) after pricing its Hong Kong listing at the top of the marketed range, according to people familiar with the matter. The Shenzhen-listed company has sold 262.3 million shares at HK$18.18 each, the people said, asking not to be identified because the information isn't public. Lens Technology had offered the shares at HK$17.38 to HK$18.18 apiece. The HK$18.18 price reflects a discount of 30% to Lens Technology's closing price of 23.74 yuan on Friday. A representative for Lens Technology declined to comment. The company, which makes mobile-phone-glass covers and other components for consumer electronics, joins the growing wave of China-listed companies seeking to go public in Hong Kong. Lens Technology expects the shares to start trading in the city on Wednesday. Proceeds from the sale will be used to expand the company's product and service portfolio, broaden its overseas presence and production capacity, as well as for work on smart-manufacturing projects such as automated industrial systems, according to a prospectus for the listing. Citic Securities Co. is the sole sponsor for Lens Technology's listing. See Also: Click here to stay updated with the Latest Business & Investment News in Singapore How Xiaomi succeeded where Apple failed Hong Kong to reclaim top spot in global IPOs: PwC Gold miner Shanjin Int'l said to pick banks for Hong Kong listing Read more stories about where the money flows, and analysis of the biggest market stories from Singapore and around the World Get in-depth insights from our expert contributors, and dive into financial and economic trends Follow the market issue situation with our daily updates Or want more Lifestyle and Passion stories? Click hereError in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
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Business Standard
09-07-2025
- Business
- Business Standard
Apple supplier Lens Technology to debut in Hong Kong after $607 mn float
Lens Technology Co, a Chinese manufacturer of touch-screen covers for Apple Inc's iPhone, rose in its Hong Kong trading debut after a HK$4.8 billion ($607 million) stock offering in the city. The shares opened at HK$18.88 on Wednesday, up 3.9 per cent from its listing, when they were sold at HK$18.18. The stock was priced at the high end of the marketed range, and attracted cornerstone investors such as Xiaomi Corp, UBS Asset Management AG and Oaktree Capital Management. Headed by China's second-richest woman, Lens Technology is the latest China-traded company to set its sights on Hong Kong. Chinese companies have flocked to the city to list their shares amid a rally in the benchmark Hang Seng Index, which is forecast to double to more than $22 billion this year. Lens Technology is the biggest debutant in what's going to be the busiest day for share listings in Hong Kong this year. Wuhan Dazhong Dental Medical Co., Beijing Xunzhong Communication Technology Co., Beijing Geekplus Technology Co. and Fortior Technology Shenzhen Co. also begin trading in Hong Kong on Wednesday. The company, which also makes other components for consumer electronics, saw sales and profit rise at least 20 per cent last year, fueled by demand for smart gadgets. But Lens Technology remained heavily dependent on a few major clients, most notably Apple, which accounted for nearly half of its total sales. 'Lens Tech is one of the few global consumer electronics solution providers with advanced capabilities in both glass and metal processing,' SDICS International Securities analyst Alex Wang wrote in a note. Still, the company faces risks including 'high customer concentration and intensifying industry competition,' according to the note.
