Apple recently sent an invitation letter to the media, and will hold a special press conference on San Francisco's grassland on March 9th (Beijing time on March 10th at 1am). The invitation letter is "SpringForward", and AppleWatch, which has received much attention before, will come along, including sales price and specific time to market.
Apple's official website shows that WATCH series / 18 models and Edition series / 6 models will be equipped with sapphire crystal face, watch rear shell with four sapphire lenses, infrared, LED and photometric sensors can measure heartbeat, using gyroscopes, accelerometers and iPhone GPS, Wifi, and Watch provide a comprehensive view of daily activities, which allows users to set goals and earn rewards. The rear case crystal inherits the unique charging solution Magsafe, which is fully seamlessly connected for charging.
According to analysts, 40% of AppleWatch will be equipped with a sapphire cover, which is supplied by Bourne Optics. However, if the yield of the cover is increased and the price is lowered, it is not excluded that the proportion of the AppleWatch equipped with sapphire is further increased. Sapphire used to be the abandon of the iPhone6, but now it has become the darling of AppleWatch. At the same time, Apple Sapphire supplier Lansi Technology was recently approved for listing. With multiple positives, is the second spring of the sapphire plate coming?
Apple frequently focus on sapphire, sapphire applications open space <br> <br> sapphire concept from the beginning sought GTAT announced the signing of a multi-year period with Apple, valued at $ 578 million of high-grade sapphire material supply agreement last year.
Even if Apple and GTAT end up with cooperation, the news that continues to be exposed shows that Apple is still carrying out a sapphire patent reserve. In February of this year, Apple was approved a new patent for sapphire display. The patent will help Apple become a pioneer in the field of new display materials. In the patent document, Apple describes in detail a variety of methods for applying sapphire crystals to electronic devices, such as covering an iPhone camera lens with sapphire glass, or the entire phone screen.
“The consumer electronics sapphire application opens up a new space for sapphire growth.†Anonymous analysts at Orient Securities believe that if sapphire is used in mobile phone lenses, home, and screen-protected glass, then the global smartphone will be infiltrated by 16.58 billion in 2016. The rate is up to 80%, the penetration rate of the Home key sapphire application is 25%, and the penetration rate of the mobile phone screen sapphire application is 15%. The new space for the sapphire application market is nearly 5 billion US dollars, which will be more than 5 times the space of the LED substrate material.
Industry sources pointed out that while the demand for LEDs is growing, the demand for sapphire substrates in the smartphone market has also achieved strong growth, alleviating the problems caused by oversupply in the past few years to the sapphire crystal rod market. It is estimated that by 2014, the demand for sapphire ingots for the production of smartphones and other mobile device components will increase from 5% last year to 20%.
Domestic listed companies focus on the progress of sapphire <br> <br> Tiantonggufen:
The company has formed a production capacity of 250,000 pieces/month of 4-inch LED substrate material. Now there are 220 sets of 90kg furnaces (80 sets in Yinchuan and 140 units in the headquarters). The 200kg crystal furnace has recently grown a crystal and is currently working. The second one grows. If there is no problem with the quality of the crystal, then the 200kg furnace will be mass-produced. The 370 furnaces that will be expanded in Yinchuan in the future are likely to be for large-size crystals.
Luxiao Technology:
Last year, the company invested 200 million yuan with its own monetary funds and 300 million yuan from Berne Optics (Huizhou) Co., Ltd. to jointly set up Berne Luxiao Sapphire Co., Ltd. The company will purchase 200 sets of 80 kg sapphire crystal growth furnace equipment from the company's wholly-owned subsidiary, Zhejiang Lutong Electromechanical Co., Ltd., for the production of sapphire by Berne Luxiao.
Southwest Pharmaceutical:
In August last year, Harbin Orient and Southwest Pharmaceuticals just completed a backdoor listing through capital replacement. Orient's main research and development, production and sales of sapphire crystal materials and single crystal furnace equipment, its product field has been expanded from "sapphire crystal rod" to "sapphire wafer", "single crystal furnace equipment" and other fields, mass production 2 Sapphire crystal rods and products in inches, 4 inches, 6 inches and above are currently one of the world's leading suppliers of sapphire crystal rods over 4 inches, and supply sapphire materials to Apple's traditional cover processing plants, Lansi Technology and Berne Optical. .
Han's laser:
The company's sapphire cutting equipment was sold in size in 2014. Sales of sapphire cutting equipment in the third quarter of last year came mainly from the purchase of Apple's AppleWatch screen manufacturing needs. According to industry speculation, with the volume of AppleWatch this year, the orders for the sapphire cutting equipment of Han's laser are expected to reach 400 units, and contribute 1.2 billion in revenue.
Dongjing Electronics:
The company has a total investment of 1.2 billion yuan, and has established two wholly-owned subsidiaries, Zhejiang Dongjing Optoelectronics and Huangshanjing Optoelectronics Co., Ltd., and has established a holding subsidiary, Dongjing Bolante, in cooperation with South Korea. The three subsidiaries jointly implemented the LED project in phases and sub-projects. Recently, the company said on the interactive platform that it is currently undergoing trial production and customer certification, and gradually realizes mass production.
Crystal Photoelectric:
Benefiting from the strong demand for downstream LEDs, especially the PSS substrate industry supply is tight, the company's PSS products have a good profit level, and the overall sapphire substrate has shown rapid growth. On the evening of July 30 last year, a plan to increase the amount of sapphire crystal growth and deep processing projects with an investment of 586 million yuan was the key project for this investment. The project will include a production line with an annual output of 1.2 million 4-inch patterned sapphire LED substrates (PSS), a production line with an annual output of 24 million sapphire windows, and an "80 kg" annual output of 2.5 million mm sapphire crystal rods. Long crystal production base (converted by 2 inches).
Lansi Technology:
The company will be listed on the GEM, the company's prospectus shows that the company's 2013 production of sapphire fingerprint protection lens, sapphire camera protection lens and sapphire fingerprint protection lens after the launch of good sales, 2013 company sapphire product sales revenue has reached 12.34 100 million yuan. From 2012 to 2014, the company's sales to the top five brand customers accounted for 96.25%, 93.10% and 86.69%, respectively, of which the total sales of Apple and Samsung accounted for 87.65%, 83.60% and 74.15% respectively.
Apple's official website shows that WATCH series / 18 models and Edition series / 6 models will be equipped with sapphire crystal face, watch rear shell with four sapphire lenses, infrared, LED and photometric sensors can measure heartbeat, using gyroscopes, accelerometers and iPhone GPS, Wifi, and Watch provide a comprehensive view of daily activities, which allows users to set goals and earn rewards. The rear case crystal inherits the unique charging solution Magsafe, which is fully seamlessly connected for charging.
According to analysts, 40% of AppleWatch will be equipped with a sapphire cover, which is supplied by Bourne Optics. However, if the yield of the cover is increased and the price is lowered, it is not excluded that the proportion of the AppleWatch equipped with sapphire is further increased. Sapphire used to be the abandon of the iPhone6, but now it has become the darling of AppleWatch. At the same time, Apple Sapphire supplier Lansi Technology was recently approved for listing. With multiple positives, is the second spring of the sapphire plate coming?
Apple frequently focus on sapphire, sapphire applications open space <br> <br> sapphire concept from the beginning sought GTAT announced the signing of a multi-year period with Apple, valued at $ 578 million of high-grade sapphire material supply agreement last year.
Even if Apple and GTAT end up with cooperation, the news that continues to be exposed shows that Apple is still carrying out a sapphire patent reserve. In February of this year, Apple was approved a new patent for sapphire display. The patent will help Apple become a pioneer in the field of new display materials. In the patent document, Apple describes in detail a variety of methods for applying sapphire crystals to electronic devices, such as covering an iPhone camera lens with sapphire glass, or the entire phone screen.
“The consumer electronics sapphire application opens up a new space for sapphire growth.†Anonymous analysts at Orient Securities believe that if sapphire is used in mobile phone lenses, home, and screen-protected glass, then the global smartphone will be infiltrated by 16.58 billion in 2016. The rate is up to 80%, the penetration rate of the Home key sapphire application is 25%, and the penetration rate of the mobile phone screen sapphire application is 15%. The new space for the sapphire application market is nearly 5 billion US dollars, which will be more than 5 times the space of the LED substrate material.
Industry sources pointed out that while the demand for LEDs is growing, the demand for sapphire substrates in the smartphone market has also achieved strong growth, alleviating the problems caused by oversupply in the past few years to the sapphire crystal rod market. It is estimated that by 2014, the demand for sapphire ingots for the production of smartphones and other mobile device components will increase from 5% last year to 20%.
Domestic listed companies focus on the progress of sapphire <br> <br> Tiantonggufen:
The company has formed a production capacity of 250,000 pieces/month of 4-inch LED substrate material. Now there are 220 sets of 90kg furnaces (80 sets in Yinchuan and 140 units in the headquarters). The 200kg crystal furnace has recently grown a crystal and is currently working. The second one grows. If there is no problem with the quality of the crystal, then the 200kg furnace will be mass-produced. The 370 furnaces that will be expanded in Yinchuan in the future are likely to be for large-size crystals.
Luxiao Technology:
Last year, the company invested 200 million yuan with its own monetary funds and 300 million yuan from Berne Optics (Huizhou) Co., Ltd. to jointly set up Berne Luxiao Sapphire Co., Ltd. The company will purchase 200 sets of 80 kg sapphire crystal growth furnace equipment from the company's wholly-owned subsidiary, Zhejiang Lutong Electromechanical Co., Ltd., for the production of sapphire by Berne Luxiao.
Southwest Pharmaceutical:
In August last year, Harbin Orient and Southwest Pharmaceuticals just completed a backdoor listing through capital replacement. Orient's main research and development, production and sales of sapphire crystal materials and single crystal furnace equipment, its product field has been expanded from "sapphire crystal rod" to "sapphire wafer", "single crystal furnace equipment" and other fields, mass production 2 Sapphire crystal rods and products in inches, 4 inches, 6 inches and above are currently one of the world's leading suppliers of sapphire crystal rods over 4 inches, and supply sapphire materials to Apple's traditional cover processing plants, Lansi Technology and Berne Optical. .
Han's laser:
The company's sapphire cutting equipment was sold in size in 2014. Sales of sapphire cutting equipment in the third quarter of last year came mainly from the purchase of Apple's AppleWatch screen manufacturing needs. According to industry speculation, with the volume of AppleWatch this year, the orders for the sapphire cutting equipment of Han's laser are expected to reach 400 units, and contribute 1.2 billion in revenue.
Dongjing Electronics:
The company has a total investment of 1.2 billion yuan, and has established two wholly-owned subsidiaries, Zhejiang Dongjing Optoelectronics and Huangshanjing Optoelectronics Co., Ltd., and has established a holding subsidiary, Dongjing Bolante, in cooperation with South Korea. The three subsidiaries jointly implemented the LED project in phases and sub-projects. Recently, the company said on the interactive platform that it is currently undergoing trial production and customer certification, and gradually realizes mass production.
Crystal Photoelectric:
Benefiting from the strong demand for downstream LEDs, especially the PSS substrate industry supply is tight, the company's PSS products have a good profit level, and the overall sapphire substrate has shown rapid growth. On the evening of July 30 last year, a plan to increase the amount of sapphire crystal growth and deep processing projects with an investment of 586 million yuan was the key project for this investment. The project will include a production line with an annual output of 1.2 million 4-inch patterned sapphire LED substrates (PSS), a production line with an annual output of 24 million sapphire windows, and an "80 kg" annual output of 2.5 million mm sapphire crystal rods. Long crystal production base (converted by 2 inches).
Lansi Technology:
The company will be listed on the GEM, the company's prospectus shows that the company's 2013 production of sapphire fingerprint protection lens, sapphire camera protection lens and sapphire fingerprint protection lens after the launch of good sales, 2013 company sapphire product sales revenue has reached 12.34 100 million yuan. From 2012 to 2014, the company's sales to the top five brand customers accounted for 96.25%, 93.10% and 86.69%, respectively, of which the total sales of Apple and Samsung accounted for 87.65%, 83.60% and 74.15% respectively.
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