Three years more than 5 times the growth of the space market reproduction sapphire concept investment

According to the daily economic news reported that as early as 2014, the brightest funds into the sapphire industry with longing, trying to share a cup of apple iPhone6 and 6Plus phone sapphire screen. Although the final is expected to fall, but now, with Apple Watch's success on the market for sale, and the "Sapphire" concept of investment.

June 3rd, just listed only 3 months of blue thinking technology throws refinancing program, of which more than half of the funds will be used for sapphire production and intelligent terminal applications. In addition, the reporter noted that this year, the days of shares, Southwest Pharmaceutical and other sapphire concept of listed companies have also said it would increase investment in sapphire.

Special attention is needed by roshow Technology (Huizhou) Co. and Bourne optical company formed a joint venture of Bourne roshow sapphire Co. Ltd. (hereinafter referred to as "Bourne roshow), is also in the field of force sapphire.

In the face of such an industry background, Bourne dew present production status? Recently, the reporter went to Bourne laugh in Inner Mongolia, Tongliao production base for field interviews.

Plans to spend 2 billion new base

Bourne dew sapphire production base is located in Inner Mongolia City, Horqin district, Tongliao.

May 5, 2014, dew laugh technology and Bourne optical set up in Inner Mongolia, Bourne dew laugh company, registered capital of 500 million yuan. The former holding 40%, which accounted for more than 60%, the main artificial sapphire crystal materials processing and sales and research and development. In March 12th this year, the two sides in accordance with the proportion of the capital increase of 500 million yuan, since then, Bourne smiled registered capital changed from $1 billion to $500 million.

In June 2nd, after strict security check, the reporter walked into Bourne roshow sapphire company production workshop, workshop neatly saw sapphire furnace, estimated each workshop has hundreds of long crystal furnace, ground and underground pipes arranged in a crisscross pattern growth furnace "buzz", issued by the voice of the workshop, workers much, high degree of automation. Furnace cleaning, loading, chemical material, crystal, annealing, a growth cycle takes about 20 days, a single furnace out of the monthly product is about 1.3 crystals, each crystal of 80 kg, the person in charge told reporters.

Bourne roshow company official Hu Dongcheng told reporters, the base started construction in 2014 June, the production workshop, office building, dormitory and other projects have been completed, is expected in 2015 annual output of high quality sapphire crystals up to 7000 or so.

Sapphire production options why choose here? Hu Dongcheng explained that, mainly because of the power advantage of Inner Mongolia, according to its introduction, the crystallization process of sapphire, large power consumption, Inner Mongolia power supply is relatively adequate, about 50% of the cost of electricity in the eastern region. At the same time, sapphire crystal project is a national strategic emerging industries, is the focus of the introduction and support of the project in Tongliao.

Bourne roshow company according to the information provided by the base, a total area of 300 acres, plans a total investment of 2 billion yuan, the project put into operation, will become one of the world's largest production base of sapphire crystal.

Alliance from the advantage of integration

Hu Dongcheng told reporters, according to the plan, Tongliao sapphire base will be built in the future 12 workshops, currently has 2 workshop 342, crystal device is put into production, the end of August will reach 4 workshops, so a total of nearly 700 sets of sapphire crystal production equipment.

As for the current expansion plan is wildly beating gongs and drums, Hu Dongcheng said, this is mainly due to the rapid growth of market demand at the same time, once the scale, can also be diluted sapphire production costs, further improve the competitive advantage.

Reporters learned in the interview, Bourne laugh produced sapphire crystal will be sold to the Bourne optics, which is then provided to apple and other mobile phone manufacturers. Data show that, as the world's largest mobile phone supplier of optical glass cover, Bourne currently accounts for the global mainstream mobile phone cover (including a panel, a back cover, lens cover and other types of cover) more than 50% of the market share, to provide cover more than 70% for the apple mobile phone, Samsung mobile phone provides more than 60%, production in 2014 870 million, achieved a turnover of $3 billion 500 million.

For Bourne optics and dew laugh technology alliance, the company said the company above the dew laugh, said the reporter, Bourne optical has a market advantage, revealing the technology has the advantage of technology, said Bourne. "Bourne optics is apple, Samsung and other major brand partners, roshow technology strengths in technology, sapphire crystal furnace equipment technology subsidiary company of Lu Tong electrical production mainly provided to laugh by the dew, Bourne roshow. "

Roshow technology March 12 announcement that its wholly-owned subsidiary of Lu Tong Electrical in March 11th and Bourne roshow company signed a "sales contract", by Lu Tong Electrical Bourne roshow to supply 342 sets of 80 kg or more of sapphire crystal furnace equipment, the amount of 383 million 40 thousand yuan contract, the contract tax amount about the company's 2014 annual revenues 13.93%.

Market supply or appear too concentrated

It should be noted that, in addition to the huge amount of investment Bourne laugh, including blue thinking technology, Southwest Pharmaceutical, day shares, including a number of sapphire concept is also overweight force.

The sapphire industry chain include: crystal growth equipment providers, providers of raw materials and supplies, crystal growth, cutting and polishing, the subsequent processing, according to incomplete statistics, at present in the A stock market, listed companies involved in the sapphire industry chain of dozens of companies to be listed in the OTC, the number involved in investment sapphire also not small.

Sapphire industry