Sapphire across the LED, consumer electronics

According to foreign media reports, Apple will release iPhone6 ​​on September 9, including 4.7 inches and 5.5 inches in two models. Among them, in addition to carrying a faster processor and more advanced camera, the sapphire screen iPhone6 ​​used to be a great spectacle. Analysts said Apple's new release can attract highly sought after repeatedly capital markets; coupled with the recently listed companies have to take a different approach to overweight sapphire business. In this context, the sapphire industry will usher in leaps and bounds. Affected Roshow science and technology stocks continued to rally sapphire, sapphire driven index rose 2.11 percent.

Thus, the sapphire is continuing to expand the application space, that is, from LED applications into the smart phone applications. Moreover, the current market demand for LED traditional applications continues to grow. Data show that this year, increasing demand for LED lighting, coupled with Apple's mobile phone driven market is in short supply status. 2 inches ingot beginning of the year rose to $ 4, 4 inches from ingot to $ 13 by the end of the first quarter of this year rose to $ 15, the second quarter rose to $ 16 in the third quarter rose to 16.8 latest offer -17.65 dollars, accumulated in the first three quarters of this year rose nearly 3 percent, thus downstream substrates will also be synchronized prices, thus further enhancing the ingot and substrate factory revenue and profit margins.

2014 LED chip and the window size of about 5 billion yuan with a sapphire, sapphire cover once Apple applications, the sapphire industry will achieve leapfrog development. Societe Generale Securities expects 2015-2016 Apple sapphire cover demand will reach 7.5 billion yuan, 9.3 billion yuan, non-Apple sapphire cover demand will reach 40 billion yuan, 7.0 billion. Thus, sapphire rapid increases in corporate profitability, growth quickly open space, so as to enhance its intrinsic valuation coordinates.


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