Lower than expected market size sapphire applications start to see next year

Beijing time on September 10 morning, Apple's new conference held as scheduled. In this conference Apple announced two new products & mdash; & mdash; two sizes iphone6 ​​and wearable products AppleWatch. However, as an important innovation in this field of hardware, sapphire used in Apple's new in the industry, but lower than expected. Supply chain sources, capital market holds high expectations for sapphire, sapphire domestic and foreign manufacturers are targeting capacity expansion, the market still has a good future sapphire market expectations.

Apple only partially sapphire

With Apple's new products unveiled, some rumors have been confirmed before the industry. Apple will launch two sizes iPhone6 ​​and wearable watch AppleWatch, which only AppleWatch display all use the sapphire material. This makes the industry prior to the iphone display with sapphire is expected to fall.

At the end of the Apple conference, Apple genuine sapphire suppliers GTAT shares fell sharply close to 13% a month gains have all been eroded. A-share market also appeared chain reaction, September 10, Tiantonggufen, new sub-process, Southwest Pharmaceutical, East Crystal Electronic, Han's Laser, etc. sapphire stocks fell sharply.

Due to limited exports after the global sapphire industry has long faced overcapacity situation, but in the early and announced that the next Apple purchase GTAT sapphire material will be used in hardware, capital markets showed strong expectations for the better. Studies have reported that Apple's handset shipments each year more than 100 million, if the display screen in the field of sapphire material nature of supply and demand in the industry will make a reversal. Moreover, the demonstration effect of Apple's bound to lead the industry to follow suit, will make the future for a long period of time sapphire market is facing serious capacity gaps.

Apple iphone4S camera for the first time using sapphire material, iphone5 generation is the sapphire applied to the entire home button. This makes the application of the industry's future direction on sapphire gradually clear. According to the industry previously expected, Apple's next step will be to replace the entire cover with sapphire glass material, a widely circulated version, iphone6 ​​big screen version will use the sapphire. However, this is expected to ultimately did not materialize.

Capacity expansion also look at next year

& ldquo; This situation is already in the industry expected, but the capital market to its expectations too high, resulting in valuations under pressure. & rdquo;

LEDinside research director Chu Chao said in the third quarter of this year whether it is sapphire crystal rods, flat sheet and pattern type substrates are slight decline in prices, some products showed 5% -10% of the quarter decline, has been heralded this year will be less likely to use Apple sapphire replace the cover glass.

Chu Yu Chao also believes, iphone6 ​​not use sapphire merely expedient, taking into account the pre-Apple GTAT huge funds to purchase and post-investment, there is no reason not to use sapphire material at a later stage. From the supply chain to understand the situation, Apple may launch carrying a larger sapphire iphone in the first quarter of 2015. & ldquo; sapphire production release will still come, but time point is next year. & rdquo;

Insiders said that this new product that Apple has used in wearable sapphire, which can be interpreted as a positive signal. Aorui De backdoor Southwest Pharmaceutical, new sub-process to acquire 10% stake in the sapphire season Fei, sapphire industry is still attracting a large number of listed companies to enter, it also means more industrial capital is targeting the future direction of development in the field of intelligent terminal hardware materials .


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