Pass the Apple pen touchpad to import the sapphire substrate
According to the legal person analysis, since the hardness of the sapphire substrate is second only to diamond, it has a very good protection effect. After Apple successfully introduced the sapphire substrate into the rear lens protection cover and the Home button, it is generally believed that Apple should replace the current mobile phone with a sapphire substrate. The tempered glass of the screen, but the screen size of the mobile phone is at least 4 inches, the price of the same size sapphire substrate is a big problem, so turn to the pen touch pad.
On the one hand, the fingerprint identification function used by the iPhone5S can be introduced, which is beneficial to increase the competitiveness of the commercial market and ensure the security of online transactions. In addition, it also gradually improves the yield of sapphire substrates in large-size products.
Guo Lili, chairman of Xinjing Diamond, said that with the increasing use of sapphire substrates in optical applications, the overall supply situation has also improved significantly from the previous oversupply, and the recent supply has been slightly tight. Guo Lili expected: "In 2014, no matter how bad the situation will be more stable than in 2013, and the future industry will turn into a situation of short supply."
Xinjing Diamond currently has a production capacity of about 1 million sapphire panels, of which 700,000 in Taiwan are fully loaded. The current capacity utilization rate of 300,000 units in mainland China is about 50-60%. The company estimates the first season. It will be upgraded and will be fully loaded in the second quarter. Xinjing Drill said that in the future, the strategy of adjusting the product mix will replace the strategy of expanding production capacity when the capacity is full.
With the sapphire trend driven by Apple, the legal person predicts that this year will be a year of sapphire substrate growth in optical applications, and the price of optical products is higher. Therefore, although the Chinese New Year affects the working days in the first season, the downstream Demand is stable, including LED lighting and optics, so it is expected that the manufacturer's single-quarter revenue is expected to maintain the level of the fourth quarter of 2013, and the off-season is not weak.
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