Recently, international manufacturers including Rubincon and Monocrystal have spurred the price of crystal rods. The price of crystal sticks has risen from US$4 per millimeter to US$5.5, an increase of nearly 40%. Apple's previous acquisition of sapphire glass production GT Advance is currently in the new factory location in Mesa City, the recruitment notice, said to expand sapphire production, iPhone6 ​​will be used for the first time sapphire glass, the sapphire industry is expected to usher in very good development opportunity. In addition, Apple has submitted a patented technology on sapphire material.
The US Patent Office recently announced a technology patent filed by Apple that describes how to equip sapphire materials on the surface of electronic products. This means that Apple is indeed considering using sapphire on future iOS or Mac products. About a month ago, the US Patent Office also disclosed that Apple was applying for a patent for a "wraparound flexible sapphire transparent screen."
In a document description of the "killer patent" in December last year, Apple said that the future screen will be made of sapphire material, which is transparent. In addition, Apple also revealed that the screen will be mounted on a liquid metal frame. It is not difficult to imagine that Apple is preparing to create a better quality electronic product.
In addition to applying for patents, we can also see other signs that Apple is about to build sapphire products. According to the latest reports from foreign media, Apple's sapphire cooperation manufacturer GTAdvanced has released a recruitment notice in Mesa. The manufacturer's recruitment is different from the previous Apple recruitment. They mainly need production operators and technicians, process engineering managers and test managers. However, it does not indicate when the factory will start operating for the production of sapphire glass for apples.
According to reports, the wear resistance of sapphire glass is much higher than other types of glass. Currently, this material is used on the protective glass and Home button of the iPhone camera, but it is clear that Apple intends to expand the use of this material. . A report last year said that in the future, smartphones may use sapphire glass instead of other materials.
It is worth noting that the recent LED lighting orders continue to explode, and the optical applications have increased dramatically. From smart phones to iWatch, the price of international sapphire crystal ingots continues to be bullish in February, and institutions are generally expected to be sapphire materials. The performance of the factory in the first quarter is expected to be better than the previous season.
At present, the listed cabinet companies related to the sapphire material factory have Zhaoyuan and Yuefeng. Among them, Zhaoyuan has a significant proportion in LED lighting and is expected to benefit. It is expected that the LED lighting performance will increase significantly this year. Taifeng's Taiju Optoelectronics mainly produces sapphire crystal rods, which will also benefit from the price increase effect driven by international manufacturers.
According to media reports, He Junxian, general manager of sapphire material plant Jiajing, said that the current market demand for sapphire materials in LED applications is strong, the demand for patterned sapphire substrates (PSS) is in short supply, and there is also an opportunity to increase prices in March. The price of sapphire materials will continue to rise this year due to increased demand in the entire market. He Junxian said that the current international manufacturers, including Rubincon and Monocrystal, have spurred the price of crystal rods, and the price of crystal rods has risen from US$4 to US$5.5 per millimeter. Jiajing is optimistic about the growth of sapphire materials this year and will expand the production capacity of Changjing. At present, Changjing's monthly production capacity is more than 200,000 mm. There are 100 machines in Taiwan. It is expected that 50 machines will be moved to Yinchuan in Ningxia, China in February. The new plant is scheduled to be mass-produced in May. 100 units will be added 100 more next year.
It is understood that the expansion of sapphire materials including Jiajing, Zhaoyuan and Jingmei is mainly due to the obvious improvement in LED market demand in the first quarter. In the optical part, the sapphire material factory of each factory has seized in optical applications, and received orders from mobile phone factories. Many mobile phone factories have produced fingerprint identification, and will develop the protective screen applied to glass in the future; iWatch also uses sapphire materials, and the industry believes that this season is better than the first season.
In the sapphire material factory, Zhaoyuan has ranked the top in the industry in the layout of LED lighting. The demand for LED lighting has increased significantly in the first quarter, and Zhaoyuan has benefited the most. At present, Zhaoyuan's PSS is fully loaded, and the monthly production capacity of the flat film is close to one million pieces. The production capacity is almost full, and the performance in the first quarter is expected to be better than the previous season.
The director of Xinjing Diamond said that the peak season of consumer electronics products in the past year is usually the off-season of the LED industry. If the company can eat both business opportunities this year, there will be no obvious off-season in the whole year.
The US Patent Office recently announced a technology patent filed by Apple that describes how to equip sapphire materials on the surface of electronic products. This means that Apple is indeed considering using sapphire on future iOS or Mac products. About a month ago, the US Patent Office also disclosed that Apple was applying for a patent for a "wraparound flexible sapphire transparent screen."
In a document description of the "killer patent" in December last year, Apple said that the future screen will be made of sapphire material, which is transparent. In addition, Apple also revealed that the screen will be mounted on a liquid metal frame. It is not difficult to imagine that Apple is preparing to create a better quality electronic product.
In addition to applying for patents, we can also see other signs that Apple is about to build sapphire products. According to the latest reports from foreign media, Apple's sapphire cooperation manufacturer GTAdvanced has released a recruitment notice in Mesa. The manufacturer's recruitment is different from the previous Apple recruitment. They mainly need production operators and technicians, process engineering managers and test managers. However, it does not indicate when the factory will start operating for the production of sapphire glass for apples.
According to reports, the wear resistance of sapphire glass is much higher than other types of glass. Currently, this material is used on the protective glass and Home button of the iPhone camera, but it is clear that Apple intends to expand the use of this material. . A report last year said that in the future, smartphones may use sapphire glass instead of other materials.
It is worth noting that the recent LED lighting orders continue to explode, and the optical applications have increased dramatically. From smart phones to iWatch, the price of international sapphire crystal ingots continues to be bullish in February, and institutions are generally expected to be sapphire materials. The performance of the factory in the first quarter is expected to be better than the previous season.
At present, the listed cabinet companies related to the sapphire material factory have Zhaoyuan and Yuefeng. Among them, Zhaoyuan has a significant proportion in LED lighting and is expected to benefit. It is expected that the LED lighting performance will increase significantly this year. Taifeng's Taiju Optoelectronics mainly produces sapphire crystal rods, which will also benefit from the price increase effect driven by international manufacturers.
According to media reports, He Junxian, general manager of sapphire material plant Jiajing, said that the current market demand for sapphire materials in LED applications is strong, the demand for patterned sapphire substrates (PSS) is in short supply, and there is also an opportunity to increase prices in March. The price of sapphire materials will continue to rise this year due to increased demand in the entire market. He Junxian said that the current international manufacturers, including Rubincon and Monocrystal, have spurred the price of crystal rods, and the price of crystal rods has risen from US$4 to US$5.5 per millimeter. Jiajing is optimistic about the growth of sapphire materials this year and will expand the production capacity of Changjing. At present, Changjing's monthly production capacity is more than 200,000 mm. There are 100 machines in Taiwan. It is expected that 50 machines will be moved to Yinchuan in Ningxia, China in February. The new plant is scheduled to be mass-produced in May. 100 units will be added 100 more next year.
It is understood that the expansion of sapphire materials including Jiajing, Zhaoyuan and Jingmei is mainly due to the obvious improvement in LED market demand in the first quarter. In the optical part, the sapphire material factory of each factory has seized in optical applications, and received orders from mobile phone factories. Many mobile phone factories have produced fingerprint identification, and will develop the protective screen applied to glass in the future; iWatch also uses sapphire materials, and the industry believes that this season is better than the first season.
In the sapphire material factory, Zhaoyuan has ranked the top in the industry in the layout of LED lighting. The demand for LED lighting has increased significantly in the first quarter, and Zhaoyuan has benefited the most. At present, Zhaoyuan's PSS is fully loaded, and the monthly production capacity of the flat film is close to one million pieces. The production capacity is almost full, and the performance in the first quarter is expected to be better than the previous season.
The director of Xinjing Diamond said that the peak season of consumer electronics products in the past year is usually the off-season of the LED industry. If the company can eat both business opportunities this year, there will be no obvious off-season in the whole year.
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