Lens Technology Chairlady Zhou Qunfei: Securing AI Edge Hard

At the GF Securities 2025 Global Investment Forum and Closed-Door Exchange for Premium Listed Companies, Lens Technology Chairlady Zhou Qunfei articulated the company’s strategic vision for AI edge hardware. She underscored that success in this arena hinges on seamlessly integrating technological innovation with manufacturing excellence. Backed by three unique competitive strengths, Lens Technology is positioned to claim industry leadership.

1. R&D Excellence: End-to-End Innovation and Technology Transfer

Innovation is the cornerstone of Lens Technology. Since its IPO, the company has committed more than RMB 20 billion to R&D, including RMB 2.44 billion in the first nine months of 2025—an R&D intensity sustained above 4%. Rather than isolated advances, Lens pursues integrated breakthroughs across materials, processes, and equipment.

Its portfolio extends from consumer-electronics staples—UTG glass, 3D glass, liquid metal, and titanium alloy machining—to AI-enabling components such as light-guide lenses, functional modules, robot joints, dexterous hands, and glass hard-disk substrates.

A key differentiator is the rapid cross-domain application of proven technologies. Smartphone glass-processing expertise has been adapted for automotive panels; refined imprinting and etching techniques have boosted light-guide lens yield and throughput; and collaboration with a tier-one HDD maker has yielded glass substrates poised to displace aluminum, opening new revenue streams.

2. Manufacturing Mastery: Vertical Integration and Agile Delivery

To satisfy AI hardware’s demands for scale and precision, Lens pioneered a “single-piece flow” glass line that condenses over 200 steps into fewer than 50, enabling flexible, end-to-end production with superior efficiency and quality.

The company controls every link—from raw materials, molds, and tooling to automation equipment—and delivers everyth