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蓝思科技:公司已确定将成为大客户明年折叠机的三项关键产品供应商
Core Viewpoint - The company, Lens Technology, has announced significant progress in its foldable device project, which began development last year, and is set to supply key components for major clients' foldable devices in the coming year [1] Group 1: Project Development - The actual development work for the foldable device project started last year and has now completed product finalization and related equipment development [1] - The company is on track with its progress in the foldable device project [1] Group 2: Supply Chain and Components - Lens Technology has been confirmed as a key supplier for three critical components of a major client's foldable device, including UTG (Ultra-Thin Glass) cover, PET film, and glass support plate [1] - In the structural components sector, the company will serve as the core supplier for the liquid metal hinge spindle of the foldable device [1] - Besides screen-related components, the company will also provide glass front covers and 3D glass back covers, with the latter having significantly higher value compared to standard back covers [1] Group 3: Market Outlook and Performance - The overall unit value of the company's offerings in the foldable device market is expected to increase significantly [1] - The rapid growth in penetration rates of foldable devices among major clients, along with positive market expectations for foldable device sales next year, will provide greater performance elasticity for the company [1]