Apple CEO Tim Cook recently publicly admitted in an interview that Apple will use sapphire materials on some new products. Recently, it has been reported that Apple's sapphire glass factory in Arizona, USA, is likely to have finished products in February at the earliest. Affected by this, the sapphire concept stocks soared on February 10.
The person in charge told reporters that under the demonstration effect of Apple, other companies may also use sapphire materials and find OEMs in domestic enterprises. The downstream demand for sapphire will increase, which will drive the sales of upstream equipment. At present, it mainly depends on how long it takes for downstream demand to be transmitted to upstream equipment.
The person in charge said that the company's sapphire crystal growth furnace has been shipped in small quantities and is currently operating normally. And in terms of sapphire production, the equipment requirements are not very high, mainly depends on the customer's process level. At present, the A-share listed company mainly involves the company and Jingsheng Electromechanical (300316.SZ).
An analyst of Guolian Securities believes that the indicators of the company's sapphire growth equipment have reached the mass production standard, and will discuss cooperation intentions with major customers, and it is expected to make a major breakthrough.
Tianlong Optoelectronics reported in the third quarter of 2013 that its operating income from January to September was 206 million yuan, a year-on-year increase of 20.41%, and the net profit attributable to shareholders of listed companies was -0.35 billion yuan, down 59.53% year-on-year.
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