Domestic mobile phone manufacturers test the waters, sapphire cover, sapphire concept stocks explode

Recently, it has been reported that Xiaomi plans to release its new phone in Q3 or Q4 this year, which will feature a sapphire panel. In addition, many other phone manufacturers are also planning their next generation of phones that may be related to sapphire. Affected by this, domestic listed companies involved in sapphire also saw a sharp rise in early trading.
In addition, industry chain sources also mentioned that many manufacturers in Taiwan are expanding their production capacity for sapphire screens, and previously Apple placed an exclusive three-year order to monopolize GT's sapphire glass production capacity.
An anonymous analyst from Guotai Junan stated that sapphire will become the most widely used new material starting from 2014. Sapphire is expected to become a segmented application component that runs through all terminals, including wearable devices such as iWatch, smartphones such as iPhone 6, LED lighting with a large cycle, commercial NB transformation (touchpad, heat sink), and other applications such as security cameras.
Recent Developments in Listed Companies Involved in Sapphire
Dongjing Electronics (002199.SZ): With a total investment of 1.2 billion yuan, the company has established two wholly-owned subsidiaries, Zhejiang Dongjing Optoelectronics and Mount Huangshan Dongjing Optoelectronics, and cooperated with South Korea to establish a holding subsidiary, Dongjing Bolante. Three subsidiaries jointly implement LED projects in stages and projects. Among them, Zhejiang Dongjing Optoelectronics implements an annual output of 3 million pieces of sapphire substrates, Mount Huangshan Dongjing Optoelectronics implements an annual output of 2.75 million mm of sapphire crystal bars, and Dongjing Bolante implements an annual output of 600000 pieces of PSS graphical substrates. At present, some sapphire crystal growth furnaces have been installed and debugged, and the products have been submitted for relevant customer certification.
Tiantong Co., Ltd. (600330. SH): As a major sapphire producer in China, Tiantong Co., Ltd. has independently developed and produced long crystal furnace equipment, forming a complete industrial chain from long crystal to rod cutting to wafer cutting. Tiantong Company's sapphire industry substrate products are positioned as large-sized (4-inch) substrates, making it one of the earliest enterprises in China to produce 4-inch substrates. By the second half of the year, the company will have 160 90KG grade sapphire crystal growth furnaces operating normally.
DaZu Laser (002008. SZ): The company's first batch of sapphire cover laser cutting machines has been recognized by Apple and has received approximately $20 million in initial orders. They will be available for supply in July August. LED sapphire cutting equipment achieved sales of over 100 million yuan last year; The mobile sapphire cutting equipment did not contribute to revenue, and it is expected to achieve profit contribution from shipments this year.
Tianlong Optoelectronics (300029. SZ): The company's main products include sapphire furnaces. The company has upgraded and transformed the 80 kilogram B80 gemstone furnace with stable process technology, effectively reducing production costs, improving product yield, and providing customers with a comprehensive turnkey solution. The follow-up equipment development plan is currently undergoing technical analysis and market validation.
Jingsheng Electromechanical (300316. SZ): Currently, the company produces small batches of sapphires and sends samples to customers in Taiwan. All 100 sapphire crystal growth furnace equipment were put into operation in the first half of the year, and it is expected to start production in the second half of this year. In addition, the company has successfully developed a new product, the sapphire crystal growth furnace. The 35kg sapphire crystal growth process technology has reached the level of mass production, and significant progress has been made in the research of 65kg and 90kg crystal growth processes.
Crystal Optoelectronics (002273. SZ): Currently, the company's monthly production capacity of sapphire substrates is 400000 pieces, of which the monthly production capacity of patterned substrates (PSS) has increased to 150000 pieces, with a capacity utilization rate of 100%. Sapphire sales are expected to increase significantly this year.
Tongfang Guoxin (002049. SZ): Currently, the company's monthly production capacity for sapphire processing reaches 100000 pieces, mainly for processing sapphire crystal bars for Taiwanese customers; The company has introduced 10 60kg long crystal furnaces, which were debugged at the end of last year and put into production of sapphire crystal rods this year, with a monthly production capacity of 50000 pieces. The company has begun to enter the entire sapphire substrate industry chain.