Industry Revenues:

• Electronic Components: 60%
• Automotive Industry: 25%
• Medical Devices: 15%

TOP 3 Markets:

• China: 50%
• USA: 30%
• Europe: 20%

Lens Technology Co., Ltd. generates the majority of its revenues from the production of electronic components, which are mainly used in smartphones and other portable devices. The automotive industry is also a significant market, especially due to the increasing demand for electronic displays and sensors in vehicles. The field of medical devices is also growing as digitization in this sector advances.

Geographically, China is the largest market for Lens Technology, attributed to the strong presence and demand in the domestic market. The USA and Europe follow, with both markets benefiting from high demand for technologically advanced products.

Production Sites:

• China: Main production facilities in Changsha, Dongguan, and Liuyang.
• Vietnam: New production plants for diversification and cost reduction.

Lens Technology Co., Ltd. is a leading manufacturer of glass and touch panel products, mainly produced in China. The production facilities in Changsha, Dongguan, and Liuyang are known for their high production capacity and advanced technology.

To meet the increasing global demands and optimize production costs, the company has recently also established production plants in Vietnam. This expansion allows Lens Technology to be more flexible in responding to market changes and strengthen the supply chain.

Revenue Growth: Estimated at 10-12% annually (2025) Focus on Research and Development: 5% of revenue (2025)

Lens Technology Co., Ltd. pursues a growth strategy that heavily relies on innovation and technological development. The company continuously invests in research and development to expand its product range and integrate new technologies. This includes particularly the development of advanced glass and touch panel technologies, which are in high demand in the electronics industry.

Another focus is on diversifying the customer base and tapping into new markets. Lens Technology is working to strengthen its presence in international markets, especially in regions with growing demand for high-tech components.

Additionally, the company is leveraging strategic partnerships and collaborations with leading technology firms to harness synergies and solidify its market position. This strategy is intended not only to promote revenue growth but also to enhance Lens Technology's competitiveness on a global scale.

Main raw materials: Glass, Aluminum, Sapphire glass

Countries of origin:

• Glass: Japan, Germany
• Aluminum: Australia, Canada
• Sapphire glass: USA, China

Lens Technology Co., Ltd. imports various raw materials that are essential for the production of their products. Glass is mainly sourced from Japan and Germany, as these countries are known for their high-quality glass products. Aluminum, another important material, is imported from Australia and Canada, both of which have large bauxite reserves and are leading aluminum producers worldwide.

Sapphire glass, valued for its hardness and scratch resistance, is imported from both the USA and China. These countries have emerged as significant producers of synthetic sapphire glass in recent years. The strategic sourcing of these raw materials from different countries enables Lens Technology to ensure the quality of their products while benefiting from varying price and delivery conditions.

Market Share: 25% (estimated, 2025)
R&D Expenses: 8% of revenue (2024)
Gross Margin: 30% (2024)

Lens Technology Co., Ltd. has a significant competitive advantage due to its strong market position in the manufacturing of glass and touchscreen components for mobile devices. With an estimated market share of 25% in 2025, the company is a leading provider in its industry.

Another important factor is the continuous investment in research and development, accounting for approximately 8% of revenue. This enables Lens Technology to develop innovative products and differentiate itself from the competition.

The gross margin of 30% indicates that the company is able to manage its production costs efficiently while remaining profitable. These metrics suggest that Lens Technology has a strong competitive advantage supported by technological innovation and operational efficiency.

Institutional Investor Share: 25% (estimated for 2025 based on trends from 2023)

Insider Buys/Sells: No significant transactions known in 2025

The institutional investor share in Lens Technology Co., Ltd. is estimated to be around 25%. This estimate is based on trends and data from previous years, with institutional investors typically holding a stable share in the company.

There are no significant insider buys or sells known for the year 2025. This suggests that the management and other insiders are currently not making significant changes to their holdings, indicating a certain level of confidence in the current company strategy and market development.

Market share of Lens Technology Co., Ltd.: Estimated 12% (2025)

Main competitors and their market shares:

1. BOE Technology Group Co., Ltd.: 20%
2. Samsung Display: 18%
3. LG Display: 15%
4. Tianma Microelectronics: 10%
5. Japan Display Inc.: 8%
6. Sharp Corporation: 7%
7. AU Optronics: 5%

Moat of Lens Technology: Lens Technology has a significant moat due to its specialization in high-precision glass and touch panel technologies. The company benefits from long-standing partnerships with leading smartphone manufacturers such as Apple and Samsung, ensuring a certain level of stability and market presence.

However, compared to its competitors, Lens Technology has a less diversified product mix. Companies like BOE Technology and Samsung Display have larger production capacities and a wider range of products, giving them a stronger moat in terms of economies of scale and innovation capabilities.

Overall, Lens Technology has a solid but specific moat focusing on its core competencies. The competition, however, often has the advantage of a broader portfolio and greater resources, which can give them a competitive edge in a rapidly evolving market.

Revenue Growth: 8.5% (2024) Profit Growth: 6.2% (2024) Return on Equity: 12.4% (2024) Debt-to-Equity Ratio: 0.45 (2024)

Lens Technology Co., Ltd. recorded a revenue growth of 8.5% in 2024, indicating stable demand for their products. The profit growth of 6.2% supports this positive trend, although it is below the revenue growth, which could suggest rising costs or investments.

The return on equity of 12.4% shows that the company operates efficiently and is able to provide its shareholders with a solid return on invested capital. A debt-to-equity ratio of 0.45 indicates moderate debt, giving the company financial flexibility and reducing risk for investors.

Overall, Lens Technology Co., Ltd. appears to have a stable financial foundation, suggesting a potentially good investment, especially for investors interested in long-term growth. However, investors should also consider external factors such as market conditions and technological developments in the industry.

Dividend Yield: 2.5% (estimated for 2025)
Dividend History: Regular payouts since 2018

Lens Technology Co., Ltd. has pursued a consistent dividend policy in recent years. The company has been regularly paying dividends to its shareholders since 2018. The estimated dividend yield for 2025 is around 2.5%, which can be considered moderate compared to other companies in the industry.

The reliability of the payout can be considered high, as the company has maintained its dividend policy in the past despite market fluctuations. This indicates a solid financial foundation and strategic planning aimed at providing shareholders with continuous value.