What Longcheer does

Longcheer Technology (龙旗科技 / Shanghai Longcheer Technology Co., Ltd.) is a top-3 global Original Design Manufacturer (ODM) for smart consumer electronics, founded in Shanghai in 2004 and dual-listed on the Shanghai Stock Exchange (603341.SH) and Hong Kong Stock Exchange (09611.HK) following a January 2026 global offering that raised approximately HKD 3.36 billion. The company provides end-to-end services from product definition and R&D design through intelligent manufacturing, serving tier-1 global brands including Xiaomi, Samsung, Lenovo, Honor, OPPO, and vivo. Longcheer's ODM-designed smartphones contributed to 43% of global ODM smartphone shipments in H1 2025, placing it alongside Huaqin and Wingtech in a duopoly-plus-one structure. Headcount exceeds 10,000, including 5,500+ R&D personnel across 7 R&D centers in China; the company holds 760 patents and 446 software copyrights.

The "1+2+X" product strategy positions smartphones and AI PCs as core categories, with automotive electronics and tablets as secondary pillars, while expanding into smart mobility (intelligent cockpit), smart home (AIoT), extended reality (XR/AI glasses), and smart health. Core technologies include SiP (System-in-Package) packaging for miniaturization, AI large model platforms for multi-category product development, 5G integration, embodied AI robotics (AgiBot G2 humanoid robots deployed at the Nanchang factory at 99.9%+ success rate and 310 units/hour throughput), and precision manufacturing with 95.56% SMT automation. Manufacturing spans a 2+2 global footprint: Huizhou (240,000 sqm) and Nanchang (Phase I 97,000 sqm + Phase II 204,000 sqm) in China, plus Vietnam (34,000 sqm) and India (35,000 sqm), with international branch offices in the US, Japan, Korea, Hong Kong, and Singapore. The company also operates a Dixtel Infocomm JV with Dixon Technologies in India (26% stake, approved under India's PN3 norms in 2025), and acquired 60% stakes in Kejuncheng Precision Technology and Dongguan Jiya Metal Products for RMB 540 million in June 2026 to enter the North American key account etch-processing and thermal-solution supply chain.

Revenue is generated primarily through B2B ODM contracts with global consumer electronics brands, with hardware sales as the dominant revenue model and pricing negotiated on a per-project basis (no public pricing). The business model is high-volume, low-margin ODM manufacturing with implied gross margins around 8.6%, consistent with industry hardware economics. Customer segments span global consumer electronics brands (smartphones), AI PC brands, automotive electronics tier-1s/OEMs (IATF16949 certified), tablet brands, smart eyewear/AR/VR players (XREAL), and smart wearable brands. Sustainability credentials are a material B2B differentiator: Wind ESG AA rating, National Green Factory designation, 21% reduction in greenhouse gas emission intensity in 2025 (against a 3% target), and 97.7% waste recycling rate.

Name

Longcheer

Legal name

Shanghai Longcheer Technology Co., LTD.

Website

https://longcheer.com

Company type

Public

Founded year

2004

Operating status

Operating

Headcount range

5,001–10,000 employees

Short description

Longcheer Technology (龙旗科技) is a top-3 global ODM for smart consumer electronics, providing end-to-end R&D, design, and manufacturing for tier-1 brands including Xiaomi, Samsung, Lenovo, OPPO, and vivo across smartphones, AI PCs, tablets, automotive electronics, and smart wearables.

Ownership category

akta.pro rank

Product category

Consumer Electronics ODM Manufacturing

NAICS

Computer and Peripheral Equipment Manufacturing (33411), Computer and Peripheral Equipment Manufacturing (3341), Navigational, Measuring, Electromedical, and Control Instruments Manufacturing (3345), Computer Terminal and Other Computer Peripheral Equipment Manufacturing (334118), Industrial Design Services (54142)

SIC

Computer & Office Equipment (3570), Computer Communications Equipment (3576)

akta.pro primary industry

Smartphone & Feature Phone ODM/OEM Manufacturing (Contract Manufacturing) (CRACALAB)

akta.pro secondary industries

Industrial Electronics Original Design Manufacturing (ODM) (IMAGAGAB), Mobile Operating Systems & Firmware (Android forks, OEM UI, Feature Phone OS) (CRACALAE), Eyewear Manufacturing & OEM/ODM (Frames & Sunglasses) (CRAAAKAJ), Embedded & HMI Electronics Manufacturing (Industrial PCs, HMIs, Panel PCs) (IMAGAGAD)

Keywords

• Smartphone ODM services
• Consumer electronics manufacturing
• AI PC design
• Smart wearable ODM
• Contract electronics manufacturing

Headquarters

HQ city

Shanghai

HQ country

China

HQ region

Asia

Offices13 records

Markets served

GTM type

B2B

Offering type

Hardware or Manufacturing

Cost components

Personnel, Technology or R&D, Supply Chain, Operations, Infrastructure, Marketing or Sales

Revenue model

1. ODM Manufacturing Services: Revenue from design, development, and manufacturing of smart products for global consumer electronics brands including smartphones, AI PCs, tablets, automotive electronics, smart wearables, and smart eyewear. Services span from product planning and R&D design to intelligent manufacturing and delivery.
2. EMS (Electronics Manufacturing Services): Contract manufacturing services including production of consumer electronics for brand customers. Longcheer is one of the top three ODM leaders globally alongside Huaqin and Wingtech, serving global brands with manufacturing capabilities across China, Vietnam, and India.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Longcheer operates as an Original Design Manufacturer (ODM) providing end-to-end services from product definition and R&D design to intelligent manufacturing for smart consumer electronics. The company's portfolio spans smartphones, AI PCs, automotive electronics, tablets, smart eyewear (AI/AR glasses), and smart wearables, manufactured across four global hubs (Huizhou, Nanchang, Vietnam, India) and designed by more than 5,500 R&D staff across seven R&D centers for brand customers including Xiaomi, Samsung, Lenovo, Honor, OPPO, and vivo.

Product overview

Longcheer Technology is a globally leading provider of smart products and services, operating as an ODM (Original Design Manufacturer) that provides end-to-end services from product definition and R&D design to intelligent manufacturing. The company has built a comprehensive product portfolio covering smartphones, AI PCs, automotive electronics, tablets, smart eyewear/AI glasses, and smart wearables. The '1+2+X' product strategy positions smartphones and AI PCs as core products, with automotive electronics and tablets as secondary pillars, while expanding into future fields including smart mobility (smart cockpit), smart home (AIoT), extended reality (XR), and smart health. Manufacturing capabilities span four major hubs in Huizhou, Nanchang, Vietnam, and India, supporting global large-scale and agile delivery demands. The company also operates in the embodied AI space through partnerships with AgiBot for humanoid robot deployment and Flexiv for adaptive robots in precision manufacturing.

Differentiator

Problem solved

Functional benefit

Products and services

• Smartphones
• AI PCs
• Tablets
• Automotive Electronics
• Smart Eyewear (AI Glasses)
• Smart Wearables (Smart Watches and Bands)
• Smart Mobility (Smart Cockpit)
• Smart Home (AIoT Platform)
• Extended Reality (XR / AI Smart Glasses)
• Smart Health (Intelligent Monitoring)

Quantifiable outcome

• 99.9%+ operational success rate achieved with AgiBot G2 humanoid robots deployed on tablet production line
• +5 more outcomes

Named customers7 records

Segments6 records

Ideal customer profiles5 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability5 records

Feature5 records

Partnerships

Five partnerships are on record, tiered major and core.

• XREALmajorStrategic or Co-development Partner · 15 June 2026Co-development of Android XR's first AI-powered spatial computing glasses (XREAL AURA) launched at AWE USA 2026. Longcheer co-developed the spatial computing unit featuring ultra-slim metal system integration, active thermal management, multi-sensor fusion with RF integration. Also part of broader AI/AR industry chain strategic cooperation agreement signed with XREAL, Longcheer, 晶盛机电, and 鲲游光电 to build AI/AR industry chain through 'technology standards + industry closed-loop + national brand' strategy targeting L4-level smart glasses technology by 2027.
• Flexiv (非夕)majorStrategic or Co-development Partner · 27 May 2026Strategic partnership for adaptive robot technology applications in smart manufacturing. Integrates Longcheer's consumer electronics precision manufacturing experience with Flexiv's force-controlled adaptive robot technology. Focus on complex process areas including precision assembly and flexible feeding of variable parts. Chairman Du Junhong and CEO Wang Shiquan attended signing ceremony. Partnership extends to overseas markets including industrial assembly, wire insertion operations, and photovoltaic installation.
• Dixon Technologies (Dixtel Infocomm JV)coreStrategic or Co-development Partner · 5 March 2026Joint venture with Indian EMS leader Dixon Technologies (74% Dixon, 26% Longcheer) creating Dixtel Infocomm. Approved by Indian government (MeitY), this is the first Chinese JV approved under PN3 norms since 2020. JV focuses on manufacturing smartphones, tablets, AI PCs, smartwatches, automotive electronics, and healthcare devices in India. Initial investment approximately Rs 10 crore. Leverages Longcheer's ODM design capabilities for localization of non-semiconductor sub-components in India.
• Kejuncheng Precision Technology (Dongguan) Co., Ltd. & Dongguan Jiya Metal Products Co., Ltd.coreStrategic or Co-development Partner · 1 March 2026Acquisition of 60% equity stakes in both companies for RMB 540 million. Kejuncheng is a high-tech enterprise in high-precision metal etching technology, specializing in VC vapor chamber plates and precision metal components for thermal solutions. Direct customers include Asia Vital Components, AAC Technologies, and Suzhou Tianmai. End customers are global tier-1 consumer electronics brands including a key North American account. This acquisition finalizes Longcheer's entry into the North American key account etch-processing supply chain and strengthens AI hardware innovation competitiveness.
• AgiBot (智元机器人)coreStrategic or Co-development Partner · 1 October 2025Strategic partnership for embodied AI robot deployment in manufacturing. World's first large-scale industrial implementation of embodied AI in consumer electronics precision manufacturing achieved at Longcheer's Nanchang factory. AgiBot G2 robots deployed at MMIT stations achieving 310 units/hour throughput with 99.9%+ success rate. Longcheer received AgiBot's 'Industrial Deployment Strategic Co-creation Award'. Partnership focuses on scenario co-creation, technology co-development, and industry enabling.

Scale indicators8 records

Recent moves7 records

Expansion highlights11 records

Direct peers

• Huaqin Technology: China-based smartphone ODM and direct head-to-head competitor. Huaqin is widely cited as Longcheer's #1 peer in the global ODM top-3 alongside Wingtech, serving overlapping customers (Xiaomi, Samsung, Lenovo) with similar end-to-end design and manufacturing capabilities.
• Wingtech Technology: China-headquartered ODM for smartphones and automotive electronics, and the third member of the global top-3 ODM trio alongside Longcheer and Huaqin. Wingtech serves similar global smartphone brands with comparable product design and EMS capabilities.
• Compal Electronics: Taiwan-based ODM/EMS with major notebook, smartphone, and smart device manufacturing capabilities serving global brands. Comparable to Longcheer as a non-China-headquartered ODM alternative with overlapping customer base in PCs and connected devices.
• Quanta Computer: World's largest notebook ODM with growing presence in smartphones, smart wearables, and XR. Competes with Longcheer for AI PC and connected device programs from the same brand customers (Lenovo, Dell, HP) while operating at greater global scale.
• Pegatron: Taiwan-based ODM/EMS serving major smartphone, computing, and consumer electronics brands. Comparable to Longcheer as a global ODM peer in smartphones, notebooks, and connected devices for tier-1 brands.
• Wistron: Taiwan-based ODM for notebooks, smartphones, and IoT devices serving global brands. Direct peer to Longcheer in AI PC and smartphone ODM with comparable end-to-end design and manufacturing services.

Broad incumbents

• Hon Hai (Foxconn): The largest global EMS/ODM with dominant iPhone manufacturing, broad smartphone ODM capabilities, and a far larger manufacturing footprint. Foxconn is a broader incumbent that overlaps with Longcheer on smartphone and AI PC manufacturing but at significantly greater scale and with Apple as anchor customer.
• Flextronics: Global EMS/ODM incumbent with broad cross-industry manufacturing capabilities including consumer electronics, automotive, and healthcare. Comparable to Longcheer as a global-scale ODM/EMS competitor pursuing similar category expansion into automotive electronics and XR-adjacent devices.

Regional players

• Dixon Technologies: India's largest EMS/ODM and Longcheer's JV partner (74/26 Dixtel Infocomm). While a regional player rather than direct global competitor, Dixon's consumer electronics manufacturing scale and government relationships under India's PLI scheme are strategically critical for Longcheer's India market entry.

Others

• XREAL: China-founded XR glasses maker and Longcheer's co-development partner for Android XR spatial computing glasses (XREAL AURA). Not a direct ODM competitor but a strategically important customer/partner that signals Longcheer's positioning in the emerging AI-glasses category.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat7 records

Key risks6 records

Key highlights6 records

Customer concentration

• YouTubeyoutube.com/channel/UCz3QqN5xN5xN5xN5xN5xN5w
• Facebookfacebook.com/216128338423941

Compliance19 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles14 records

Subsidiaries5 records

Funding overview

Funding rounds2 records

Investors10 records

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M&A

Investments3 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Longcheer