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Recently, news about Apple's plan to use sapphire glass screens on iPhones launched this year has continued. Even foreign media reported that Apple has purchased production equipment that can produce 100-200 million sapphire glass screens and is produced by its partner GT Advance at its Arizona plant.
If Apple's mobile phone really starts to use sapphire glass screen, as the fashion leader in the consumer electronics industry, it will drive other manufacturers in the industry to open up new application space for sapphire. Therefore, it will also have a long-term positive impact on A-share related concept stocks, said Zhou Zhenggang, a researcher at Warburg Securities.
Orient Securities further estimates that if sapphire is used in mobile phone lenses, home, and screen-protected glass, as of 2016, global smartphones were calculated at 1.658 billion units, of which mobile phone lens sapphire application penetration rate reached 80%, and Home key sapphire application reached 25%. The mobile phone screen sapphire application is up to 15%. In 2016, the sapphire application market will add nearly $5 billion in space, which will be more than five times the space of LED substrate materials.
Another industry analyst who asked not to be named even believes that if the sapphire glass screen starts to be applied, the sapphire will immediately have a capacity gap.
But this change in demand is almost entirely dependent on Apple's final decision. According to Zhou Zhenggang's analysis, some clues can be found from the manufacturer's stocking situation. If the sapphire is put into storage in the first half of Apple's new product release, the possibility of using sapphire glass will be greater.
According to the above report, Apple has indeed begun to prepare for the production of sapphire glass screens. But one of the variables is that Apple iWatch is also likely to use sapphire glass. And Zhou Zhenggang believes that because sapphire glass costs much higher, Apple is more likely to use sapphire glass on iWatch.
The above industry analysts agree with this view, but he also believes that although it may be used first in iWatch, from the development trend, Apple's use of sapphire glass on iPhone is only a matter of time, so the sapphire concept may be Will form a positive positive stimulus.
However, the sapphire concept is currently only a market excavation of the concept, and there is still a large degree of uncertainty, a person in charge of a private equity fund in Beijing believes. In his view, before the Apple decision came out, the sapphire concept could still be concerned, but even if Apple finally decided to use it, the stock price may appear to die. Because sapphire glass is just an accessory, it can be more selective, and it is still difficult to say whether it can be applied in a large area.
As a member of the sapphire concept stock, Tiantong shares (600330.SH) will benefit from it, and the company's director Xu Lixiu can not give a clear answer. She only said that if sapphire is used for new purposes, the increase in usage will have a positive effect on the entire industry.
However, from the perspective of stock price movements, Tiantong shares and Dongjing Electronics (002199.SZ) have rebounded since the fourth quarter of last year. This is also related to the company's business since the fourth quarter of last year.
Zhou Zhenggang believes that the sapphire industry is now in a warming trend, even if there is no new demand for Apple will pick up, because Led Lighting is also pushing up the demand for sapphire, but the increase is not that big.
According to estimates by Guoxin Securities, the global demand for sapphire substrates in 2014 and 2015 increased by 67% and 44%. On the supply side, except for a small number of Apple suppliers that have a large number of expansion possibilities, it is estimated that the global sapphire substrate supply will remain stable in the next two years, and the supply and demand situation in the global market will improve. The bottom of the industry has passed and the turning point has appeared.
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Despite the decline in the index, the sapphire concept sector has also seen a correction, but Apple's iPhone products will adopt the strong expectations of sapphire screens in the future, and still make the market look forward to the sapphire sector.