The session, led by Vice President and Board Secretary Jiang Nan, addressed critical investor concerns, shedding light on the company's robust strategies in supply chain stability, technological innovation, and diversified business expansion. Below is an in-depth analysis of the survey's key highlights, illustrating how Lens Technology is navigating industry shifts to strengthen its competitive edge.
Impacts of major North American clients' investments in cover glass production
Recent reports of major North American clients and related companies increasing investments in U.S.-based cover glass production sparked market interest in their potential impact on Lens Technology. The company clarified that Lens Technology, a global leader in brittle material processing, specializes in enhancing the value of raw glass through advanced processing techniques, rather than producing glass substrates. The company collaborates with strategic partners who supply raw glass via a Hong Kong distribution center and a Hunan bonded warehouse, ensuring seamless and efficient delivery. Lens Technology is actively working with these partners to develop next-generation cover glass, incorporating innovative formulations to elevate product performance and user experience, thereby strengthening its competitive position in the global market.
Foldable Screen Trends: Innovative Strategies and Market Leadership
As a leading global supplier of ultra-thin flexible glass (UTG), Lens Technology capitalizes on its deep expertise, extensive patent portfolio, and advanced production capabilities to pioneer a multilayer foldable screen design. This innovative approach eliminates creases, enhances screen flatness, and sets a new standard for next-generation foldable displays. With a dominant market position, Lens Technology is advancing smoothly in new product development and validation, while actively preparing for large-scale production to meet growing demand.
New 3D Glass: Expanding Market Potential and Value Growth
The market potential and value of the newly designed 3D glass back cover were a focal point for investors. Lens Technology's innovative 3D glass back cover, featuring flat edges and a convex camera module, optimizes internal device layouts and enhances imaging performance, establishing it as a preferred solution for premium flagship devices. The complex processing of this design drives surging demand, significantly increasing per-unit value and fostering a market trend of rising volume and pricing. Lens Technology anticipates sustained benefits from this technological advancement in the years ahead.
Automotive Business: Technological Edge and Growth Prospects
With decades of expertise in electronic glass processing, Lens Technology leads in the production of lightweight, chemically strengthened, and high-precision automotive glass. Its ultra-thin laminated glass, featuring advanced capabilities such as soundproofing, heat insulation, UV protection, and HUD projection, has been integrated into new models by leading new energy vehicle manufacturers, with mass production commencing in late 2025. Accelerated partnerships with global automotive brands are driving significant growth, positioning Lens Technology as a key player in the evolving automotive industry.
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