Domestic mobile phone manufacturers test of sapphire cover with sapphire concept

Recently, there is news that Xiaomi is planning to launch its new cell phone in Q3 or Q4 this year. The cell phone uses sapphire panels. Besides, many other mobile phone manufacturers are planning their next generation of mobile phones, which may also be related to sapphire. Or affected by this, the early market domestic related to sapphire listed companies also soared.
In addition, industry chain sources also mentioned that many manufacturers in Taiwan are expanding the capacity of sapphire screen. Apple has monopolized GT for 3 years.
An anonymous analyst at Guotai Junan said sapphire would be the most widely used new material in 2014. Including Iwatch, wearable, iPhone6 and other intelligent machines, LED lighting cycles and commercial NB transformation (touchpad, radiator), cameras and other applications, such as security, etc., sapphire is expected to become a subdivision and application component throughout the whole terminal.
Recent progress of sapphire listed companies
East crystal electronic (002199.SZ): a total investment of 1 billion 200 million yuan, the establishment of Zhejiang eastgem optoelectronic, Mount Huangshan eastgem optoelectronic two wholly owned subsidiaries, and cooperation and South Korea set up a subsidiary East Brent crystal. The three sub companies jointly implement the LED project in stages and sub projects. Among them, Zhejiang eastgem optoelectronic implementation of an annual output of 3 million pieces of sapphire substrate, Mount Huangshan eastgem optoelectronic implementation of an annual output of 2 million 750 thousand mm sapphire crystal rod, East crystal Brent implementation of an annual output of 600 thousand pieces of PSS patterned substrate. At present, some sapphire crystal growth furnace has completed the installation and commissioning, the product has been submitted to the relevant customer certification.
Tiantong joint stock (600330.SH): Tiantong shares, as the main sapphire manufacturer in China, has a long crystal furnace equipment independently developed and produced, forming a complete industrial chain from long crystal to rod and wafer cutting. Tiantong's Sapphire industry's substrate product is located in large size (4 inch) substrate, it is one of the earliest enterprises that can produce 4 inch substrate. In the second half, the company will have 160 90KG level sapphire long crystal furnace to maintain normal operation.
Great family laser (002008.SZ): the first batch of sapphire cover laser cutting machine has been approved by Apple Corp. It has obtained about 20 million US dollar first order, and will supply in 7-8 months. LED sapphire cutting equipment achieved sales volume of over 100 million yuan last year. Cell phone sapphire cutting equipment has not contributed to revenue, and is expected to achieve profit in shipping this year.
Tianlong photoelectric (300029.SZ): the main products of the company include sapphire furnace of 80 kg B80 stone furnace upgrading technology, technology is stable, effectively reduce production costs, improve the rate of finished products, to provide customers with solutions for turnkey package. The follow-up equipment development program is currently in technical analysis and market demonstration.
Jing Sheng electromechanical (300316.SZ): at present, the sapphire produced by the company is sending samples to Taiwan customers, and 100 sapphire long crystal furnace equipment has been put into operation in the first half year. It is expected to start production in the second half of this year. In addition, the new Sapphire crystal growth furnace has been successfully developed by our company. The 35kg sapphire long crystal technology has been equipped with mass production level. 65kg and 90kg crystal growth process research has made important progress.
Crystal Optoelectronics (002273.SZ): at present, the monthly capacity of the company's sapphire substrate is 400 thousand, of which, the monthly output of patterned substrate (PSS) has increased to 150 thousand, and the capacity utilization rate has reached 100%. This year, sapphire sales is expected to grow significantly.
Tongfang Guoxin (002049.SZ): at present the company sapphire processing capacity of 100 thousand wafers, mainly to customers in Taiwan to do the processing of sapphire crystal rod; 10 crystal growth furnaces 60Kg company introduced at the end of last year, this year completed, put into production of sapphire crystal rod, monthly production capacity reached 50 thousand, the company began to enter the sapphire substrate industrial chain.