HK Stock Market Move | COWELL(01415) is now up more than 4%, Apple is rumored to have started a project for AR glasses, and the company is expected to expand its share in the non-main camera of the iPhone.

COWELL (01415) is now up more than 4%, as of the time of writing, it has increased by 4.26% to HK$26.95, with a trading volume of HK$37.1858 million. On the news front, it has been reported that Apple has greenlit an AR glasses project with the internal codename "Atlas", led by the Product Systems Quality team. They have started collecting feedback from Apple employees on smart glasses internally and plan to have more focus group discussions in the near future to prepare for Apple's entry into the smart glasses market. Domestic supply chain feedback has already started researching how to enter the supply chain of the Apple "Atlas" project. Previously, Fu Ray published a report stating that it is expected that COWELL will further expand its share in non-main camera lenses for iPhones and penetrate main camera lenses in 2026 to 2027, gradually reaching a market share of 30 to 35% for overall rear camera lenses by 2028 to 2030. Apple may introduce more innovative IoT products with artificial intelligence features, thus increasing demand for camera lenses. CMSC recently pointed out that COWELL is entering the new model rear camera section of the iPhone for the first time in the second half of this year; it is expected that the yield improvement for the new rear camera model will be smooth, and the market share increase is expected to exceed expectations.