IPhone6 released soon agencies love sapphire hope M & A

Semi annual report last week (August 25th ~29) institutional research enthusiasm rose. The investigation report of about 200 companies, iPhone6 release countdown, various agencies love sapphire business at least 50 companies; the content of disclosure, various agencies continue to test the merger and market demands of the tone, some questions are mergers and acquisitions to boost the company's feeling.

IPhone6 released soon, agencies competing research related A shares of the company, which was specifically asked about sapphire company has 5. At the same time, for some smart phone industry chain companies, agencies have also come to explore the actual situation.

August 28th, the star science and technology in response to the agency asked sapphire field planning, detailing the ins and outs of sapphire, as well as costs and other issues.

The sapphire material compared to chemical corrosion, glass material hardness and abrasion ability stronger, sapphire application for a period of time since speculation is very hot, the background is mainly Apple may be used as mobile phone cover based on sapphire material, and the resulting industry leading role and market stimulation effect.

In terms of cost, although the cost of sapphire compared to the past has declined, but compared with ordinary glass, material cost is still higher than many times, at the same time because of large processing difficulty, low processing efficiency, bad loss, caused by the cost may be very high.

Star technology disclosure, has been on sapphire processing of technical reserves, and conducted a variety of applications in the field of trial production and sample delivery. At present, mobile phone application for Apple sapphire cover rumors have multiple versions, market also has a wait-and-see situation, but once the market started, the stars will depend on the advantage of technology processing technology and rich terminal market resources, start the sapphire products business.

August 28th, crystal photoelectric reception CITIC Securities and other more than and 10 institutions. Because the crystal is scheduled to increase the sapphire project, so the agency asked the company how to plan sapphire business.

Crystal optoelectronics, said the planned increase in the LED sapphire substrate, crystal, optical applications, such as three segments. Specifically, LED sapphire substrate projects in the first half of 2014 earnings growth of more than 60%, the current product demand, business growth significantly; in 2014 the company has initially mastered 80 kilograms of sapphire crystal growth technology, plans to invest 50 80 kg sapphire equipment, supply of raw materials is mainly used to protect the company Sapphire business; as for the sapphire optical products project the company has, make corresponding technical reserves, waiting for the terminal market industry form.

August 26th, the Chinese Academy of precision win fund, Guotai Junan and other institutional research. Victory precision, coating products, one on the sapphire glass surface plating antireflection film, can significantly reduce the sapphire reflective surface, greatly improve the transmission rate of the sapphire surface, products are being tested.

In addition, the agency did not let off the production of sapphire growth furnace A shares. August 26th, Aetna science and technology reception agency revealed that in the fine refractory materials, the company produces sapphire furnace body supporting equipment and materials. The clamp pot products tungsten and molybdenum leading domestic market share, sales this year, but the proportion of the company's total operating revenue ratio is also smaller. In August 28th, *ST refinement said, sapphire furnace from the company's R & D institute Jinggong electrics, mainly adopts the heat exchange method, the current prototype has been manufactured, is to test the process, there is a certain distance away from the commercial.

For more information about LED, please click on China LED network or pay attention to WeChat public account (cnledw2013).