Industry: Sapphire mobile phone optical application gross profit higher than LED substrate 30
Apple's AppleWatch sapphire substrate, coupled with LED gradually entered the peak season, last week, the sapphire substrate stocks continued to attack. According to the research and development organization, this year AppleWatch will consume nearly 20% of the global sapphire production capacity, including mobile phone brands such as Huawei also began to use sapphire materials. The optical application of mobile phone is better than the LED substrate, which drives the pure LED concept sapphire factory such as Zhaoyuan, Ruijie, and the optical field. Apple's AppleWatch high-end models use sapphire substrates. It is estimated that this year's AppleWatch application will consume about 18% of the global sapphire ingots, making the sapphire industry with long-term oversupply a little relieved. Taiwan's sapphire manufacturers are divided into upstream crystal rod factories such as Jiajing, as well as downstream cutting and polishing factories such as Zhaoyuan, Ruijie, Jingmei and Xinjing. The downstream can be divided into LED applications and mobile optical applications. In the past, pure LED concept stocks were Zhaoyuan and Ruijie; across the LED and optical applications, there were Jingmei and Xinjing drills, which entered the Apple iPhone supply chain two or three years ago, providing mobile phone lens caps and fingerprint identification covers. . The industry estimates that the gross profit of sapphire in mobile optical applications is 30% higher than that of LED. Zhaoyuan and Ruijie's large customers are LED epitaxial granules. As LEDs gradually enter the peak season, the two February revenues are still less than the number of working days, still growing in January, driving Zhaoyuan's past 10 trading days. The stock price rose by 30%, and Ruijie's share price also rose from the bottom. Zhaoyuan’s expansion of production this year is positive. After the completion of the new Zhunan plant in Taiwan, the production capacity is expected to increase by 30%. In addition, the trial production of the Shandong plant in Shandong is smooth and will be officially put into operation in May. Zhao Yuan said that in the past, focusing on LED flat film and patterned substrate (PSS) applications, this year will follow the trend of wearable devices and actively cut into optical applications. The upper cabinet PSS big company Ruijie, affected by the sluggish performance of the crystal power in the second half of last year, the revenue is sitting on the slide, the stock price is also from the high point of 160 yuan at the end of June last year, and the waist is now around NT$80.
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