Lens Technology Expands into Semiconductor Glass Substrates and Robotics; TGV Passes Korean Validation

Lens Technology has expanded from its traditional consumer electronics glass cover business into semiconductor glass substrates, embodied intelligent robots and other AI-driven high-end manufacturing fields. The company focuses on systematic breakthroughs in "materials + processes + equipment," with products spanning UTG glass, 3D glass, liquid metal, titanium alloy precision machining, optical waveguide lenses, functional modules, robot heads and joint modules, glass hard drives and glass substrates. These products serve multiple terminals and scenarios, including smartphones, smart homes, wearable devices, autonomous vehicles, robots and consumer IoT devices.

In glass substrates, Lens Technology spent three years developing TGV (through-glass via) products. Glass substrates, whose thermal expansion coefficient closely matches silicon chips, offer ultra-high flatness and low signal loss, and are regarded as an ideal material for next-generation chip packaging substrates. Via drilling density must reach a 10-micron pitch, with the entire glass sheet required to maintain a "0ppm" non-through rate across millions of vias. When filling vias with copper, a buffer layer must be wrapped to accommodate thermal expansion differences.

Lens Technology designated TGV glass substrates as a key R&D direction in 2023. The company has jointly developed and validated 22-layer glass core substrates with chip foundry and advanced packaging customers in North America and Korea. The Korean customer has essentially passed validation, while validation with the North American customer is progressing smoothly.

In robotics, Lens Technology established Lens Intelligent Robot Company in 2016, specializing in industrial automation equipment and industrial robots. In 2024, it entered humanoid robot assembly and core component production, completing the first batch of humanoid robot assembly with customers that year, with monthly production of 500 units. Lens Intelligent operates an industrial park of more than 400 mu (approximately 27 hectares) with over 188,000 square meters of modern factory space, capable of producing 500,000 embodied intelligent robots and 10,000 industrial robots with supporting equipment annually.

Lens Technology has entered the supply chains of multiple leading robot companies in North America and China, with joint modules, dexterous hands and structural components delivered in batch. The company has formed a global robot manufacturing layout with Changsha as its core and Southeast Asia (Vietnam, Thailand) as support, with overseas capacity focused on serving North American and other international markets.