Blue thinking set by the 6 billion super 3 billion 400 million bet on sapphire screen

China Economic Weekly News June 2nd, the listing of fund-raising 1 billion 500 million yuan less than a hundred days of blue thinking technology (300433.SZ) once again set an increase of $6 billion, of which $3 billion 402 million for sapphire project.

The transition from the watch glass, first in the Motorola V3 mobile phone on the demonstration, then applied to Apple smart mobile phone and tablet computer, Synopsys blue glass window door screen success almost every advance stepped on the idea, the global market share of more than 20% years. This time, on the occasion of the sapphire screen and 3D curved glass market surging, the richest woman Zhou Qunfei this gamble can replicate her past success?

Sapphire hardness second only to diamond, sapphire screen in theory can avoid wear and tear in daily life. However, due to the high cost, the production process is difficult, only Apple Watch, HUAWEI P7 and other high-end electronic products can be equipped with sapphire screen.

Blue science and technology announced that the sapphire project has an annual output of 300 million sapphire camera lens protection, the ability to protect the lens of the 240 million fingerprint identification and smart wearable devices, the ability to protect the 30 million. Construction period of two years, the first year of production rate of 80%, fully expected annual sales revenue of $6 billion 780 million, is expected to net profit of $1 billion 116 million, after tax internal rate of return of 24.92%.

Now, a large demand for sapphire, the global production capacity is insufficient, the major companies are increasing R & D and expansion of production capacity. "Blue Synopsys deputy general manager, board secretary Peng Mengwu in an" Chinese Economic Weekly "interview with reporters, said the new Sapphire Blue thinking capacity is according to the orders in hand and the expected demand for construction" is also engaged in the construction of the production side edge. "

Sapphire, the hard oxide crystals, known as the "second only to diamond material, insulation, thermal efficiency and high temperature resistant and high strength, is considered as an ideal material for large-scale and ultra large scale integrated circuit, widely used in mechanical, chemical, optical, electronic, aviation and many other fields etc.. It is understood that only a company on the global consumption of apple 1/4 sapphire glass production.

2013, Apple Corp invested $578 million in cooperation with the world's largest crystal manufacturing company GTAT, buyout GTAT future sapphire crystal furnace equipment production. In the same year, sapphire appeared iPhone5 and iPhone5s lens protective cover with Home key. Sapphire after the first show in the smart terminal, instantly triggered the market sapphire heat, Samsung, LG, Lenovo, millet, HUAWEI, etc..

Peng Mengwu said that the current main sapphire in a small size application mainly focus on mobile phone camera protective cover, Home key to Apple's mobile phone, there is a part of smart wearable devices, such as the Apple Corp launched last year Apple Watch, "where the three field is the blue Synopsys direction of the equity investment projects. "

Let the market is full of imagination, is the mobile phone sapphire screen. Currently, a small number of international high-end mobile phones such as Lamborghini Spyder mobile phones, LG and Versace LG Versace Unique mobile phones and other sapphire screen. In China, HUAWEI P7 and vivo X5L have launched a limited edition sapphire. Market also reported that millet 5 will also use sapphire cover.

However, sapphire to fly into the homes of ordinary people, there are still many obstacles. The second half of 2014, the market had widely expected, iPhone6 and iPhone Plus will use the sapphire screen, but do not expect nothing, except for the high prices of factors, a number of foreign media reported that Apple's Sapphire partner GT (hereinafter referred to as "Advanced Technologies GT") news filed for bankruptcy, said the main reason is the sapphire glass production and the quality of the production is not up to the requirements of apple.

Due to the high melting point, high hardness, the production technology of sapphire high threshold, especially the long crystal (editor's note: the sapphire material condensed in high temperature solution state gradually grew into a spherical single crystal is difficult to link). The larger the ball, the higher the difficulty, which is the most concentrated part of the sapphire profit. "Peng Mengwu said, GT claimed that 200kg can make the level of growth, actually failed to achieve; Synopsys Blue Sapphire began to develop from 2012, turn from the 30kg level, 45kg level and 85kg level to 120kg level crystal sphere, has been able to produce 3 to 4 inch screen, crystal ball is bigger, can the use of more materials, the lower the cost of the enterprise, the next goal is to 150kg the crystal sphere.

Sapphire screen will be the third revolution in the window screen industry, as apple touch screen triggered revolution. Peng Mengwu said, blue thinking technology will strive to lead the sapphire window of consumer electronics products become the trend of the screen material.

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