IPhone6 released the final rumor sapphire overcapacity who?

Beijing time on September 10th morning news, Apple Corp in California City, the United States Treasury Department Flint Theatre (Flint Center) held a press conference. Apple Corp at the meeting released a new iPhone 6 and iPhone 6 Plus phone, as well as smart watches Apple Watch. The new iPhone product does not use the legendary sapphire screen, but the Apple Watch with a sapphire screen.

In this conference, Apple Corp executives did not use the new iPhone 6 products used to make too much screen, the outside world is expected to sapphire screen is not used in the new iPhone 6.

At the same time a year ago, Apple released iPhone5S and iPhone5C. However, these two products did not help Apple Corp to restore its declining market position. So, the release of the iPhone6 can bring users different from the previous amazing it? From the media had spoilers all kinds of data, iPhone6 most obvious change is the big screen version of the.

With the decline in the influence of the apple brand, if iPhone6 is not a killer innovation, converting another sales peak, industry insiders said.

Little apple no temptation sapphire industry worrying

Compared to the already mature LED market, the market is eagerly looking forward to, is the use of sapphire as a protective material for mobile phones and other consumer electronics. This time, the Apple Corp iPhone6 not use sapphire screen, and the industry where from, if only rely on LED sapphire, whether the industry will face overcapacity again?

Prior to this, due to the application of sapphire is mainly concentrated in the LED industry, so the listed companies to invest in sapphire project, but also mainly for LED substrates. However, from the above 10 listed companies sapphire investment plan, although the LED substrate is still an important investment direction, but the trend is more obvious for consumer electronics products.

Statistics show that the Southwest Pharmaceutical, crystal optoelectronics, Tian Tong shares and the company announced that the company's technology, such as sapphire smile, are varying degrees of ground to the smart mobile terminal applications. Days Tong shares, for example, the company had raised 300 million yuan in September 2012 to build a "600 thousand piece of 4 inches LED sapphire substrate material transformation projects". However, in July this year announced 2 billion yuan fund-raising plan, will be used for smart mobile terminal application of large size sapphire chip investment projects".

In the fund-raising plan, tiantonggufen said, in the field of consumer electronics, communications, with IOT technology and the development of intelligent mobile phone, wearable electronic equipment put forward higher requirements to the electronic functional material, sapphire as a new generation of high-quality materials, the application needs more and more widely.

LED market size of the industry has been basically visible, but the phone screen is a new blue ocean, the future development of space is very large, the capacity of the mobile phone market will reach 7 LED, 8 times. Now on the market 70% sapphire are used for LED substrate, the mobile phone market is very small; once the sapphire phone screen has been applied, this ratio is likely to fall. For the use of sapphire in the mobile terminal, the relevant listed company secretaries told reporters so described.

Sapphire material in iPhone5 and 5S camera lens lens and Home keys in the application, open the market imagination. In particular, by the end of 2013, Apple Corp and GTAT signed a $578 million sapphire crystal orders. Since then, the market has continued to spread a new generation of apple iPhone6 will use sapphire on the screen cover. According to the story, the apple press conference, Schiller's words "glass screen" will encounter the supplier GTAT crazy unloading shares plummeted, currently huge fluctuations in.

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