GTAT sapphire domestic enterprises drained Dezhuan

Recently, the United States sapphire sapphire production of raw material suppliers and equipment manufacturers GT Advanced Technologies (GTAT) announced that the company has legally to the United States Bankruptcy Court proposed initiative bankruptcy filing. For a time, gone in addition to more than 90 percent of the company's shares, as well as a large number of lay members from the start of cooperation with Apple, had placed on the sapphire industry full of hope and confidence. The bursting of the moment, it is bankrupt to domestic enterprises and government caused huge losses of distressed and resentful of their.

But in fact, really be so terrible? A sapphire equipment and materials into a few years time, consecutive losses, $ 299 million in 2013 revenue, profit margin to 30% once the old PV equipment suppliers, where they come from so much energy? After all, it is because at the end of last year GTAT with Apple reached $ 578 million worth of sapphires phone screen supply agreement, let GTAT became the other end in the air flying up the fattest pig. Today, the tide receded, the GTAT was found swimming naked, the only thing they had their stuffed bear bitter fruit under. For domestic sapphire industry, whether suffered the effects mentioned above it?

First, the huge losses caused to the domestic GTAT bankruptcy and out of the question. Domestic purchase GTAT sapphire production equipment business does have a few, and some order amount of money, but there does not exist already prepaid deposit situation has not got a lot of equipment. Interpretation of related earnings can be corroborated this, by the end of 2013, GTAT scale new record backlog of products, worth up to $ 602 million.

GTAT failure is their own business decision problems and mass production 160kg ~ 200kg sapphire crystal lack of experience, its commitment to Apple's products many of which are indicators of laboratory data, fully withstand the test of production. In contrast, domestic enterprises purchasing GTAT equipment, after quite a long arduous transformation and innovation, the current supply of products from mobile phone applications, although there are still gaps, but the mainstream LED fully meet the market demand. Taking into account the investment and construction project in mind, in these CDB and local financial support for projects of strategic emerging industries, it should be said domestic enterprises do fail in their mission.

Secondly, from the GTAT, domestic producers still sapphire Dezhuan. GTAT equipment for the technological transformation and innovation, domestic enterprises are autonomous. After GTAT bankruptcy, China has purchased its equipment production will not be affected, but certainly after the expansion is to increase the difficulty.

Currently GTAT heat exchange method using domestic enterprises in Jiangsu star, Guangdong race Fei, Zhejiang, Guizhou Haotian and the city. Similar polysilicon production equipment, production equipment purchase GTAT sapphire companies already have autonomous operation, maintenance, upgrades and R & D capability to mature production 120kg-class crystal, LED and watches market in a good performance. However, if the bankruptcy is no longer available after GTAT sapphire production equipment, more enterprises to expand production capacity in the short term will be affected.

In addition to equipment suppliers GTAT sapphire outside, not only to the domestic supply of several Russian companies mature, more background Aorui De HIT photovoltaic and Yuan Liang science and technology has reached the international advanced level of domestic equipment manufacturers to choose from. GTAT bankruptcy, so that domestic sapphire equipment manufacturers less of a competitor, but also to make way for LED upstream equipment at home.

Finally, GTAT bankruptcy will not affect the good prospects for the development of the sapphire industry. GTAT sapphire promote the use of the phone screen opens up a new world of sapphire applications, but it also delayed the outbreak of the bankrupt consumer electronics applications sapphire. GTAT heat exchange technology can mature production line 120kg crystal, automation rate, compared to other technology roadmap Kyropoulos mature production 80kg crystal has certain advantages.

But in the long run, Kyropoulos will be more mature, the two technologies will coexist for a long route, which also for domestic enterprises to bring business opportunities. Huawei, vivo, Jin Sapphire has released three mobile phone manufacturers mobile terminal products, Tiantonggufen at the end of last month, won three domestic mobile phone manufacturers supply contract sapphire screen. At the same time, with the rising world demand for energy saving LED lighting brings market penetration, sapphires used in LED field is in full swing, wind and water. Sapphire industrial prospects of a bright future.

So, GTAT bankruptcy would be no negative impact on it? There is! GTAT sapphire bankruptcy broke aura domestic stocks, all stocks have been "lying gun", or not small. But to be fair, these stocks are also in the basic set off after Apple sapphire boom, touted to highs. It would appear that the return on stocks sapphire rational understanding, it seems not a bad thing.


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