$Lens(06613.HK)
Is Lens Technology Hong Kong’s most under‑the‑radar AI hardware pick? 🤔
Most investors only see it as Apple’s glass supplier, but it has quietly grown far beyond just making phone parts.
It now counts top names like Apple, Samsung, Xiaomi, Honor, OPPO, vivo and a growing list of global automakers as customers. Currently, Apple is still their biggest client and Lens is steadily branching out into car displays, smart wearables and AI hardware.
What really stands out is its compelling valuation: trading at roughly 12x earnings and 1.2x book value, well below most hardware peers.
It also has a rock‑solid balance sheet, low debt, plenty of cash and steady free cash flow.
The latest big news?
A strategic MOU with Intel to develop next‑gen glass substrates and Through‑Glass Via (TGV) tech for advanced AI chip packaging.
This is a non‑binding deal with no guaranteed revenue now but it opens the door to one of the semiconductor industry’s most exciting long‑term breakthroughs.
If this works out, Lens could step right from consumer electronics into the fast‑growing AI semiconductor supply chain.
Great finances, premium customers, cheap valuation and AI upside — definitely one to keep watching!
Not financial advice. Do your own DD☺️
