近日胡润研究院正式发布了“2024胡润中国新材料企业百强榜”，蓝思科技凭借在新材料领域的深厚积累荣登榜首。
新材料，是指新出现的具有优异性能和特殊功能的材料，及传统材料改进后性能明显提高或产生新功能的材料。新材料涉及范围极广，分类多样，根据中国大陆国家工信部2024年版《重点新材料首批次应用示范指导目录》中的定义，整体分为“先进基础材料”“关键战略材料”和“前沿材料”三大类，总共将近300种。中国大陆国家工信部预计到2025年产业规模将突破11万亿元。
榜单对蓝思科技的介绍中表示，蓝思科技是把精密玻璃运用到手机防护屏上的开创者，主营产品涵盖玻璃、金属、蓝宝石、陶瓷、碳纤维等新材料及智能设备视窗及外观防护、结构件等。去年实现营收500多亿元。主要客户为国际知名企业，如：苹果、三星、华为、小米、OPPO、vivo、谷歌、meta、特斯拉、宁德时代、宝马、奔驰、大众、理想、蔚来、比亚迪等。
从蓝思科技的年报中可以发现，蓝思科技定位自己的主营业务包括智能手机与电脑、新能源汽车与智能座舱、智能头显与智能穿戴等智能终端的结构件、模组及整机组装，具备从产品设计到生产制造，以及相关机器设备、模具、刀具、化学品、包材等配套研发制造的产业链垂直整合能力，与国内外高端消费电子与新能源汽车品牌建立了长期的战略合作关系。
蓝思科技涉及的领域包括涉及智能手机与电脑、智能头显与智能穿戴、新能源汽车及智能座舱等智能终端的结构件、模组及组装，涵盖玻璃、金属、蓝宝石、陶瓷、塑胶、碳纤维等新材料，以及与之配套的辅料、工装夹具模具、生产设备、检测设备、自动化设备、自主研发的工业互联网系统。
凭借在行业内较高的知名度和深厚的技术沉淀，蓝思科技不断拓展与现有客户合作领域，并不断发展新客户，进一步丰富公司的客户资源、产品结构。与此同时，蓝思科技在海外如越南设立研发生产基地、分支机构，能够快速地响应和更好地满足客户的研发、生产、服务等需求。
在新材料领域，蓝思科技不断深入供应链垂直整合，积极布局相关原辅材料、专用设备、系统集成等上下游产业，优化成本、效率和良率，并培育、投资了多个具有良好成长潜力与核心竞争力的子公司或业务模块，围绕主业构建了良好的产业生态，为公司持续、健康、快速发展注入新的动力。
同时蓝思科技还围绕着自己的新材料进行多种技术创新，在消费电子及新能源汽车行业首创了多种专用设备、专有技术，引领行业标准不断迭代，研发了大量的玻璃、蓝宝石、精密陶瓷、精密金属等核心前沿制造技术。截至2023年底，蓝思科技有效专利为2,231件（其中发明专利418件，实用新型专利1,670件，外观设计专利143件），软件著作权为118件，涵盖加工工艺、产品检测、设备开发、新型材料、工业互联网、生产数据化、智慧园区、企业资源管理等多个领域。
在新材料以及材料加工新工艺、装备的基础实力支撑下，蓝思科技打通了从新材料研发、新材料加工到新材料应用的全产业链环节，实现了从材料到终端产品EMS代工的完整产业生态。
蓝思科技在智能手机与电脑业务上，与各大客户在玻璃、金属、陶瓷、蓝宝石等结构件和模组领域保持深度合作，市场份额稳居领先地位。在组装领域，湘潭蓝思不断优化效率、良率、品质，得到国内外客户的认可和信赖，批量组装了多款高端手机及零部件，目前正在与全球客户一起组织AI手机和AIPC等先进人工智能终端产品的EMS代工产能，预计2025年将成为市场主要的AI人工智能终端产品EMS代工厂商。
蓝思科技在新能源汽车及智能座舱类业务上，已与超过30家国内外新能源汽车及传统豪华汽车品牌建立了合作关系，客户结构持续优化，中控模组、仪表面板、智能B柱与C柱等新产品得到了更多客户的认证，陆续进入批量生产阶段。新增的动力电池精密结构件业务在年内快速完成了研发、认证、量产，市场份额实现突破，将进一步分享动力电池市场增长机遇。
蓝思科技在智能头显与智能穿戴业务上，所研发和生产的外观、结构、光学等部件在多款高端头显产品实现了深度应用，智能手表相关的玻璃、金属、蓝宝石、陶瓷等结构件亦保持稳健，发展潜力有望进一步释放。
目前蓝思科技的先进玻璃业务，主要是在智能手机和新能源汽车领域占据市场领导地位，不管是最新的智能手机、电脑与汽车显示用光学防护玻璃前盖板，还是强化射频信号通路的防护玻璃后盖板，从材料处理、加工工艺到最后的成型与组装，都处在行业前沿；而在汽车B柱、C柱等功能防护玻璃领域的创新应用，则是走在了行业的最前列，率先实现真正批量量产供货。
而在智能头显与智能穿戴领域，为了适应行业各种各样的产品形态与产品表现力，蓝思科技的新材料技术更是百花齐放，为市场上太多数的新材料应用提供相应的材料研究、工艺开发以及产能配套，不管是前沿玻璃、特种金属、宝石晶体、精密陶瓷，还是复合纤维、增强塑料，蓝思科技都把相关材料技术与加工工艺玩到了行业极致水平。
目前全球科技界已经由传统功能强化计算时代，进入到人工智能大规模集成计算时代，行业对数据与信号的传输往更高的频率和更大的带宽方向升级，需求越来越急切，如何克服传统材料的极限，打破传统材料的加工工艺限制，提升传统材料的兼容性能，如何寻找满足未来行业扩容所需要的新型材料，以及与新型材料配套的量产工艺、应用技术等，都成为了全球科技界关注的重心之一。
而传统材料企业在保有大规模量产技术与产能的同时，如何继续保持快速响应市场需求，并适度超前研发行业所需要的创新材料体系，增加自己的创新材料技术资源贮备，也是体现一个企业未来竞争力水平的重要指标。
在这方面，蓝思科技无疑是走在了行业前列，2023年10月18日，蓝思科技核心研发机构工业研究院在浏阳园区公司总部正式揭牌成立。研究院总投资12亿元，由脆性材料、金属材料、化学材料、光学应用、新能源、镀膜、触控模组、智能制造、人工智能、整机设计及组装十个研究所组成，重点研究脆性材料、新能源应用、光学应用、人工智能等十大领域。研究院总建筑面积达2.2万平方米，将聚集300名以上全球高层次科研人才、3000名以上研发工程师，重点针对行业领域关键技术、共性问题、市场需求开展技术研发和产品创新。
蓝思科技董事长周群飞女士表示，蓝思工业研究院将以市场需求为导向，以“新项目、新材料、新工艺、新设备”的开发和应用为基本定位，让“制造”与“研发”协同，“产品生产”与“知识生产”共生，持续推动行业技术创新和蓝思科技高质量发展。
Recently, Hurun Research Institute officially released the "2024 Hurun Top 100 Chinese New Material Enterprises List", and Lens Technology topped the list with its deep accumulation in the field of new materials.
New materials refer to new materials with excellent properties and special functions, as well as materials with significantly improved properties or new functions after the improvement of traditional materials. According to the definition in the 2024 edition of the Ministry of Industry and Information Technology of Chinese mainland in the "Guidance Catalogue for the First Batch of Application Demonstration of Key New Materials", the new materials are divided into three categories: "advanced basic materials", "key strategic materials" and "frontier materials", with a total of nearly 300 species. The Ministry of Industry and Information Technology of Chinese mainland predicts that the industrial scale will exceed 11 trillion yuan by 2025.
In the introduction of Lens Technology on the list, Lens Technology is a pioneer in the application of precision glass to mobile phone protective screens, and its main products cover new materials such as glass, metal, sapphire, ceramics, carbon fiber, and intelligent equipment windows and appearance protection, structural parts, etc. Last year, it achieved revenue of more than 50 billion yuan. The main customers are internationally renowned enterprises, such as: Apple, Samsung, Huawei, Xiaomi, OPPO, vivo, Google, meta, Tesla, CATL, BMW, Mercedes-Benz, Volkswagen, Ideal, NIO, BYD, etc.
From the annual report of Lens Technology, it can be found that Lens Technology's main business includes structural parts, modules and complete machine assembly of smart terminals such as smart phones and computers, new energy vehicles and intelligent cockpits, smart headsets and smart wearables, and has the ability to vertically integrate the industrial chain from product design to manufacturing, as well as related machinery and equipment, molds, tools, chemicals, packaging materials and other supporting R&D and manufacturing, and has established long-term strategic cooperative relations with high-end consumer electronics and new energy vehicle brands at home and abroad.
Lens Technology's fields include structural parts, modules and assemblies involving smart phones and computers, smart headsets and smart wearables, new energy vehicles and smart cockpits, covering new materials such as glass, metal, sapphire, ceramics, plastics, carbon fiber, as well as supporting accessories, tooling and fixtures, production equipment, testing equipment, automation equipment, and self-developed industrial Internet systems.
With its high reputation in the industry and profound technical precipitation, Lens Technology continues to expand the field of cooperation with existing customers, and continues to develop new customers, further enriching the company's customer resources and product structure. At the same time, Lens Technology has set up R&D, production bases and branches overseas, such as Viet Nam, which can quickly respond to and better meet the needs of customers for R&D, production and service.
In the field of new materials, Lens Technology has continuously deepened the vertical integration of the supply chain, actively deployed upstream and downstream industries such as related raw and auxiliary materials, special equipment, and system integration, optimized cost, efficiency and yield, and cultivated and invested in a number of subsidiaries or business modules with good growth potential and core competitiveness, built a good industrial ecology around the main business, and injected new impetus into the company's sustained, healthy and rapid development.
At the same time, Lens Technology has also carried out a variety of technological innovations around its own new materials, pioneered a variety of special equipment and proprietary technologies in the consumer electronics and new energy vehicle industries, led the continuous iteration of industry standards, and developed a large number of core cutting-edge manufacturing technologies such as glass, sapphire, precision ceramics, and precision metals. By the end of 2023, Lens Technology has 2,231 valid patents (including 418 invention patents, 1,670 utility model patents, and 143 design patents) and 118 software copyrights, covering processing technology, product testing, equipment development, new materials, industrial Internet, production data, smart parks, enterprise resource management and other fields.
With the support of the basic strength of new materials, new processes and equipment for material processing, Lens Technology has opened up the whole industrial chain from new material research and development, new material processing to new material application, and realized a complete industrial ecology from materials to EMS foundry of end products.
In the smartphone and computer business, Lens Technology has maintained in-depth cooperation with major customers in the fields of glass, metal, ceramic, sapphire and other structural parts and modules, and its market share has been in a leading position. In the field of assembly, Xiangtan Lens continuously optimizes efficiency, yield and quality, and has been recognized and trusted by customers at home and abroad, assembled a number of high-end mobile phones and parts in batches, and is currently working with global customers to organize EMS foundry capacity for advanced artificial intelligence terminal products such as AI mobile phones and AIPC, and is expected to become the main EMS foundry of AI artificial intelligence terminal products in the market in 2025.
In the new energy vehicle and intelligent cockpit business, Lens Technology has established cooperative relations with more than 30 domestic and foreign new energy vehicles and traditional luxury car brands, and the customer structure has been continuously optimized, and new products such as central control modules, instrument panels, and intelligent B-pillars and C-pillars have been certified by more customers, and have entered the mass production stage one after another. The new power battery precision structural parts business quickly completed R&D, certification and mass production during the year, achieving a breakthrough in market share, and will further share the growth opportunities of the power battery market.
In the smart headset and smart wearable business, the appearance, structure, optics and other components developed and produced by Lens Technology have been deeply applied in a variety of high-end headset products, and the glass, metal, sapphire, ceramics and other structural parts related to smart watches have also remained stable, and the development potential is expected to be further released.
At present, Lens Technology's advanced glass business mainly occupies a leading position in the field of smart phones and new energy vehicles, whether it is the latest optical protective glass front cover for smart phones, computers and automotive displays, or the protective glass back cover plate that strengthens the RF signal path, from material processing, processing technology to final molding and assembly, it is at the forefront of the industry. The innovative application in the field of functional protective glass such as B-pillar and C-pillar of automobiles is at the forefront of the industry and is the first to achieve real mass production and supply.
In the field of smart headset and smart wearable, in order to adapt to the various product forms and product expressions of the industry, Lens Technology's new material technology is in full bloom, providing corresponding material research, process development and production capacity for too many new material applications in the market, whether it is cutting-edge glass, special metals, gem crystals, precision ceramics, composite fibers, and reinforced plastics, Lens Technology has brought related material technology and processing technology to the ultimate level of the industry.
At present, the global science and technology community has entered the era of large-scale integrated computing of artificial intelligence from traditional functions to the era of large-scale integrated computing of artificial intelligence, and the industry has upgraded the transmission of data and signals to higher frequencies and larger bandwidths, and the demand is becoming more and more urgent. have become one of the focuses of attention of the global technology community.
While maintaining large-scale mass production technology and production capacity, traditional material enterprises can continue to respond quickly to market demand, moderately advance the innovative material system required by the industry, and increase their own innovative material technology resource reserves, which is also an important indicator of the future competitiveness of an enterprise.
On October 18, 2023, the Industrial Research Institute, the core R&D institution of Lens Technology, was officially inaugurated at the company's headquarters in Liuyang Park. With a total investment of 1.2 billion yuan, the institute is composed of ten research institutes, including brittle materials, metal materials, chemical materials, optical applications, new energy, coatings, touch modules, intelligent manufacturing, artificial intelligence, and complete machine design and assembly, focusing on ten major fields such as brittle materials, new energy applications, optical applications, and artificial intelligence. With a total construction area of 22,000 square meters, the institute will gather more than 300 global high-level scientific research talents and more than 3,000 R&D engineers, focusing on technology research and development and product innovation for key technologies, common problems and market demand in the industry.
Ms. Zhou Qunfei, Chairman of Lens Technology, said that Lens Industrial Research Institute will be guided by market demand, with the development and application of "new projects, new materials, new processes, and new equipment" as the basic positioning, so that "manufacturing" and "R&D" can be synergistic, and "product production" and "knowledge production" will coexist, and continue to promote industry technological innovation and high-quality development of Lens Technology.
