7 July 2025 | 9:02AM HKT GC Tech: Lens Tech (300433.SZ): Mgmt. Call takeaways: Foldable phones bring new opportunities; Vehicle glass drives diversification We talked to Lens Tech (300433.SZ, Not Covered) management recently. Management remains positive on foldable phones end market demand on the back of differentiation, new use cases, and technology getting more ready to bring solid user experience to end consumers. Foldable phones would also drive the company's opportunities in components, from glass cove ...

16 June 2025 | 8:17PM HKT GC Tech: AI / AR glasses: proliferating new products, increasing affordability, AI features; growing consumer appetite Consumer appetite for technology experience has expanded from smartphone to AI / AR glasses. We see increasing popularity of AI / AR glasses, driven by new products by Meta, Xreal, Rokid, RayNeo, Meizu, INMO, with Xiaomi and Apple also having products in their pipeline. Affordability, rising use cases and increasing integration of AI features have been supporting i ...