Jin Rong Jie·2025-08-11 04:12Core Viewpoint - Lens Technology (06613) saw a rise of over 4%, currently trading at HKD 21.56 with a transaction volume of HKD 172 million, following Apple's announcement of a USD 2.5 billion investment to build a glass substrate production line in Kentucky, USA, in collaboration with Corning [1] Group 1: Company Developments - Apple has announced a USD 2.5 billion investment to establish a glass substrate production line in Kentucky, specifically for iPhone and Apple Watch [1] - Corning, a key supplier of glass substrates for Apple, has production facilities in the USA, Japan, South Korea, and Chongqing [1] - Lens Technology serves as the back-end processing supplier for Apple’s glass, with major production bases located in Hunan, China, and Bắc Ninh, Vietnam [1] Group 2: Market Implications - Corning's new production line in the USA aims to produce next-generation glass substrates, which may help in securing tariff exemptions [1] - The establishment of this production line is expected to enable Lens Technology to update and design more complex products for future generations, enhancing its market competitiveness [1]