Lens Technology Likely to Ride Apple's Component Upgrades -- Market Talk

Dow Jones

09/01

0505 GMT - Lens Technology is likely to ride on Apple's wave of premium component upgrades, CGS International analysts say in a note. They expect the Chinese components manufacturer to supply over 60% of iPhone 17's upgraded cover glass and expand its midframe supply to three Apple models. Lens Tech is also likely to gain from automakers' push towards smart cockpit electrification and the rising popularity of emerging devices such as humanoid robots. They estimate Lens Tech will deliver 35% net profit CAGR over 2024-2027. CGS International starts coverage on Lens Tech with an add rating and HK$32.00 target price. Shares are 0.6% higher at HK$27.26. (megan.cheah@wsj.com)

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September 01, 2025 01:05 ET (05:05 GMT)

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They expect the Chinese components manufacturer to supply over 60% of iPhone 17's upgraded cover glass and expand its midframe supply to three Apple models. Lens Tech is also likely to gain from automakers' push towards smart cockpit electrification and the rising popularity of emerging devices such as humanoid robots. They estimate Lens Tech will deliver 35% net profit CAGR over 2024-2027. CGS International starts coverage on Lens Tech with an add rating and HK$32.00 target price. Shares are 0.6% higher at HK$27.26. (megan.cheah@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  September 01, 2025 01:05 ET (05:05 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"AAPL","symbol_name":"苹果","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2564939858","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2564939858","pubTimestamp":1756703100,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0505 GMT - Lens Technology is likely to ride on Apple's wave of premium component upgrades, CGS International analysts say in a note. They expect the Chinese components manufacturer to supply over 60% of iPhone 17's upgraded cover glass and expand its midframe supply to three Apple models. Lens Tech is also likely to gain from automakers' push towards smart cockpit electrification and the rising popularity of emerging devices such as humanoid robots. They estimate Lens Tech will deliver 35% net profit CAGR over 2024-2027. CGS International starts coverage on Lens Tech with an add rating and HK$32.00 target price. Shares are 0.6% higher at HK$27.26. ","collect":0,"end_time":0,"defaultTopTitle":"","property":["rate"],"viewcount":null,"language":"en","relate_stocks":{"300433":"蓝思科技","AAPL":"苹果","06613":"蓝思科技"},"translate_title":"Lens Technology可能会乘着苹果零部件升级的东风——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"300433":0.9,"06613":1,"AAPL":1},"content_text":"0505 GMT - Lens Technology is likely to ride on Apple's wave of premium component upgrades, CGS International analysts say in a note. They expect the Chinese components manufacturer to supply over 60% of iPhone 17's upgraded cover glass and expand its midframe supply to three Apple models. Lens Tech is also likely to gain from automakers' push towards smart cockpit electrification and the rising popularity of emerging devices such as humanoid robots. They estimate Lens Tech will deliver 35% net profit CAGR over 2024-2027. CGS International starts coverage on Lens Tech with an add rating and HK$32.00 target price. Shares are 0.6% higher at HK$27.26. (megan.cheah@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  September 01, 2025 01:05 ET (05:05 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}