Electronic Components

LUXSHARE-ICT

Luxshare Precision Industry Acquires JX International Equity to Become Controlling Shareholder

LUXSHARE-ICT released FY2026 Q1 earnings on April 28 During-Market (BJT), actual revenue CNY 83.89 B (forecast CNY 77.39 B), actual EPS CNY 0.49 (forecast CNY 0.5282)

OpenAI to Collaborate with MediaTek, Qualcomm, and Luxshare to Develop AI Phone Processors

LUXSHARE-ICT to Release FY2026 Q1 Earnings on April 29 During-Market (BJT), Forecast Revenue CNY 77.39 B, EPS CNY 0.5058

LUXSHARE-ICT released FY2025 Q4 earnings on April 14 Pre-Market (BJT), actual revenue CNY 111.43 B (forecast CNY 113.97 B), actual EPS CNY 0.6894 (forecast CNY 0.8047)

LUXSHARE-ICT released FY2025 Annual Earnings on April 14 Pre-Market (BJT), actual revenue CNY 332.34 B (forecast CNY 334.71 B), actual EPS CNY 2.26 (forecast CNY 2.359)

LUXSHARE-ICT to release FY2025 earnings on April 15 Pre-Market BJT, forecast revenue CNY 334.71 B, EPS CNY 2.359

Huiju Technology and Luxshare Precision Sign Supply Supplement Agreement and Increase Supply Ceiling

LUXSHARE-ICT released FY2025 Q3 earnings on October 30 After-Market (BJT), actual revenue CNY 96.41 B (forecast CNY 89.28 B), actual EPS CNY 0.658 (forecast CNY 0.6209)

LUXSHARE-ICT released FY2025 9 Months Earnings on October 30 After-Market BJT, actual revenue CNY 220.91 B, actual EPS CNY 1.5675

LUXSHARE-ICT to Release FY2025 Q3 Earnings on October 31 After-Market (BJT), Forecast Revenue CNY 89.28 B, EPS CNY 0.6209

Luxshare Precision Industry's Investment in Chery Auto Yields Massive Profits

OpenAI and Luxshare Precision Industry Reach Future Device Production Cooperation Agreement

LUXSHARE-ICT released FY2025 Q2 earnings on August 25 Pre-Market (BJT), actual revenue CNY 62.72 B (forecast CNY 61.69 B), actual EPS CNY 0.4894 (forecast CNY 0.494)

LUXSHARE-ICT released FY2025 Semi-Annual Earnings on August 25 Pre-Market (BJT), actual revenue CNY 124.5 B, actual EPS CNY 0.91

LUXSHARE-ICT to Release FY2025 Semi-Annual Earnings on August 26, 2025 (BJT)

Luxshare Precision decides not to adjust the conversion price of Luxshare Bond

Luxshare Fully Acquires Xinguang Energy Technology

Luxshare Precision Mass Produces 77GHz Millimeter Wave Radar

Luxshare Robot Headquarters Base Project Breaks Ground

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Luxshare Precision is set to become the ultimate controlling shareholder of BeijingWest Industries International Limited by acquiring the entire equity interest in BWI Group, which holds approximately 59.50% of the company's shares. The board anticipates minimal impact on daily operations, and trading of the company's shares will resume on May 11, 2026, after a halt. However, the acquisition remains uncertain and may not be finalized. BeijingWest operates within the automotive supply chain and is listed on the Hong Kong Stock Exchange with a market cap of HK$5.79B.

Tip Ranks

BWI INT'L

Luxshare Precision Poised to Become BeijingWest Industries International’s New Ultimate Controlling Shareholder

OpenAI

OpenAI is accelerating the development of an AI agent smartphone, targeting mass production by the first half of 2027. Analyst Ming-Chi Kuo noted that this move may be influenced by a favorable IPO narrative and increasing competition in AI devices. The smartphone is expected to feature a customized MediaTek Dimensity 9600 chip and advanced hardware upgrades. If successful, shipments could reach around 30 million units by 2028. OpenAI aims to shift from app-based usage to a task-driven AI assistant, emphasizing the importance of controlling both hardware and software for a complete experience.

benzinga_article

MediaTek

Taiwan Semiconductor

Qualcomm

Meta Platforms

Alphabet - C

Alphabet

OpenAI Eyes Consumer Hardware Leap With AI Agent Phone by 2027

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China's smartphone and electronics supply chain is pivoting towards the burgeoning humanoid robotics industry as the mobile market slows. Honor's humanoid robot D1 recently won a robot half-marathon, showcasing the potential of smartphone technology in robotics. Major suppliers like Lingyi iTech and Everwin Precision are securing significant orders for robotic components, with the humanoid robotics market projected to grow sixfold by 2027. This shift is seen as an extension of existing capabilities rather than a complete pivot, despite challenges in precision and reliability for mass production.

SCMP

EWPT

LY iTECH

Lens

AAC TECH

Victory Precision

Apple

XIAOMI-W

Xiaomi Corporation

XIAOMI-WR

Xiaomi HK SDR 2to1

From phones to humanoid robots: China’s supply chain eyes next growth curve

Luxshare-ICT reported solid growth in its 2025 Annual Report, with operating revenue of RMB 332.34 billion, a 23.64% increase year-on-year, and a net profit of RMB 16.60 billion, up 24.20%. The company navigated challenges like supply chain issues and raw material costs, focusing on consumer electronics, communications, and automotive electronics. Notably, automotive electronics revenue surged 185.34% to RMB 39.25 billion. Luxshare-ICT expanded its global manufacturing network, enhancing operational resilience and integrating Leoni to strengthen its automotive capabilities. The company emphasizes vertical integration and smart manufacturing as key competitive advantages.

fidelity

LEONI AG

Luxshare-ICT Reports Resilient 2025 Performance, Reinforcing Its Global Precision Manufacturing Platform

Cable component supplier Time Interconnect Technology Ltd. announced on Thursday that it has acquired the 51% stake held by Luxshare Precision in their joint venture Leoni Kabel for $12.7 million. After the transaction is completed, Time Interconnect will fully own the joint venture. The joint venture was established in 2024 and is primarily responsible for overseas acquisitions. In July of last year, it acquired Leoni LCS, a company that produces copper cables for transmitting power, signals, and data in automobiles. Time Interconnect stated that fully owning Leoni Kabel will help diversify its investment opportunities, reduce operational risks, and maintain growth

BambooWorks

TIME INTERCON

BRIEF: Time Interconnect buys out LUXSHARE-ICT joint venture

Luxshare-ICT is expanding its role in AI data center infrastructure as the architecture evolves with the commercial deployment of AI. The company reported a revenue of RMB 24.57 billion in 2025, marking a 33.81% year-on-year growth. Luxshare-ICT's strategy focuses on system-level integration, addressing challenges in power, thermal management, and high-speed interconnects. The company aims to provide integrated solutions by combining its core capabilities, including electrical and optical connectivity, to meet the demands of next-generation AI infrastructure.

prnewswire

09:55 ETFrom Interconnect to Power and Thermal Management: Luxshare-ICT Expands Its Role in AI Data Center Infrastructure