In the Chinese capital market, there is no more field than the TMT field. Recently, the concept of smartphone sapphire has been insane. The former day Lu Xiao Technology pulled out the fifth daily limit, Dongjing Electronics daily limit, Tiantong shares, Crystal Optoelectronics, Jingsheng Electromechanical, etc. are also hot and abnormal. This concept has lasted for 4 months.
In my opinion, this is just the climax of disguise. More is passed on the interests of listed companies and brokerages. They took turns to burn the fire, completely ignoring the reality of the industry and the risk of pursuing ordinary investors.
Sapphire is a new type of display material. Apple obtained a patent at the beginning of the year, which belongs to the category of sapphire materials. It can be applied to iPhone camera lenses, mobile screens and other components. Moreover, Apple has established a partnership with the US GT company, which provides sapphire material production services.
This is also the information that domestic securities companies must say.
Apple sapphire is not new. The iPhone5S camera and HOME button fingerprint recognition mirror have been adopted. The total amount is not large, but it stimulates the concept enthusiasm and raises the price of materials. So the country asserted that iphone6 ​​will expand the sapphire application, claiming to use it as a screen, which can enhance the wear resistance of the mobile phone screen.
As of now, Apple officials have not announced the composition of iphone6 ​​material. According to the past rules, even before the product is released, even the entire supply chain is strictly confidential. Whether iphone6 ​​is immediately expanded to use sapphire is still in an unknown stage.
Even if Apple expands its use of sapphire, it is not necessarily the turn of Chinese companies, especially listed companies, to divide the cake. From the iphone generation to the fifth generation, there are few core components and key materials that are truly developed by local companies.
Apple, which is at a pressure, will not be willing to transfer the core profits implied by this concept to mainland companies. A detail shows that it has a high degree of control: Apple and GT have a close cooperation, but the SEC documents show that Apple requires the company to refrain from providing sapphire products to any customers without their own permission, or even to provide relevant technology. Support or license.
If this is a highly mature field of application, Apple will not be stupid enough to go to the factory. I feel from this control strategy that local companies divide the illusion of Apple's supply of service cakes.
Of course, we have the cake of Xiaomi. However, according to the past rules, the mainland's low-cost mobile phone brands rarely use the key materials that are not universally verified.
Brokers, regardless of their disregard, have published reports of their temptation. It is asserted that in 2014, consumer electronics applications opened up a new space for sapphire growth. By 2016, global smartphones, based on 1.658 billion units, added nearly $5 billion in market space, more than five times the space of LED substrate materials. The prediction of the famous research institution Yole is that by 2018, the smartphone screen can only bring the market demand of sapphire to 1.3 billion to 2.6 billion.
The concept value of sapphire that smartphones can bring is not as big as that advocated by brokers and related companies, and the layout of related companies may also bring bubbles. In 2010-2011, there was a round of sapphire substrate production capacity foam. In the domestic sapphire substrate processing enterprises, there were only 50 crystals in the long crystal category, and the results were nearly two years, and 2/3 died.
Brokers sell expected services, sometimes just mathematical logic of infinite loops. Not to mention whether the smart machine boom with signs of saturation can continue into 2016, there are many kinds of materials that can replace sapphire, and the technology has its own merits. Smartphone application sapphire is just one of the technical and material paths.
The iPhone sapphire concept is just a tool used by brokers and listed companies. They have been speculating for nearly four months in rumors. Considering that this cycle is just the window of the listed company's Q4 financial report and annual report in 2013, and it is a traditional off-season, I believe that this is what a foreign person calls a “financial capitalismâ€, which is a very bad means of market value management. .
In fact, a listed company I learned was still digesting the remaining stocks of the previous year.
I never deny the innovative value of key materials in the electronics manufacturing industry. In fact, I have always been very optimistic about its prospects in the semiconductor lighting consumer market. In 2013, the domestic LED lighting scale was 260 billion yuan, a year-on-year increase of 28%. In 2015, the LED lighting penetration rate will reach 60%. After 2014, the United States, the European Union, Japan and China will completely ban the incandescent lamps outside the 15 watts. The hidden business opportunities are far greater than the conceptual effect of smartphones.
However, after the last round of capacity bubble, coupled with the cancellation of relevant state subsidies, many companies have high volume of sound at present, and the actual equipment procurement action is not big.
The sapphire of the physical world is a precious material. It symbolizes loyalty, honesty, and good fortune. I hope that the sapphire concept of the relevant institutions in the capital market will also have this character.
In my opinion, this is just the climax of disguise. More is passed on the interests of listed companies and brokerages. They took turns to burn the fire, completely ignoring the reality of the industry and the risk of pursuing ordinary investors.
Sapphire is a new type of display material. Apple obtained a patent at the beginning of the year, which belongs to the category of sapphire materials. It can be applied to iPhone camera lenses, mobile screens and other components. Moreover, Apple has established a partnership with the US GT company, which provides sapphire material production services.
This is also the information that domestic securities companies must say.
Apple sapphire is not new. The iPhone5S camera and HOME button fingerprint recognition mirror have been adopted. The total amount is not large, but it stimulates the concept enthusiasm and raises the price of materials. So the country asserted that iphone6 ​​will expand the sapphire application, claiming to use it as a screen, which can enhance the wear resistance of the mobile phone screen.
As of now, Apple officials have not announced the composition of iphone6 ​​material. According to the past rules, even before the product is released, even the entire supply chain is strictly confidential. Whether iphone6 ​​is immediately expanded to use sapphire is still in an unknown stage.
Even if Apple expands its use of sapphire, it is not necessarily the turn of Chinese companies, especially listed companies, to divide the cake. From the iphone generation to the fifth generation, there are few core components and key materials that are truly developed by local companies.
Apple, which is at a pressure, will not be willing to transfer the core profits implied by this concept to mainland companies. A detail shows that it has a high degree of control: Apple and GT have a close cooperation, but the SEC documents show that Apple requires the company to refrain from providing sapphire products to any customers without their own permission, or even to provide relevant technology. Support or license.
If this is a highly mature field of application, Apple will not be stupid enough to go to the factory. I feel from this control strategy that local companies divide the illusion of Apple's supply of service cakes.
Of course, we have the cake of Xiaomi. However, according to the past rules, the mainland's low-cost mobile phone brands rarely use the key materials that are not universally verified.
Brokers, regardless of their disregard, have published reports of their temptation. It is asserted that in 2014, consumer electronics applications opened up a new space for sapphire growth. By 2016, global smartphones, based on 1.658 billion units, added nearly $5 billion in market space, more than five times the space of LED substrate materials. The prediction of the famous research institution Yole is that by 2018, the smartphone screen can only bring the market demand of sapphire to 1.3 billion to 2.6 billion.
The concept value of sapphire that smartphones can bring is not as big as that advocated by brokers and related companies, and the layout of related companies may also bring bubbles. In 2010-2011, there was a round of sapphire substrate production capacity foam. In the domestic sapphire substrate processing enterprises, there were only 50 crystals in the long crystal category, and the results were nearly two years, and 2/3 died.
Brokers sell expected services, sometimes just mathematical logic of infinite loops. Not to mention whether the smart machine boom with signs of saturation can continue into 2016, there are many kinds of materials that can replace sapphire, and the technology has its own merits. Smartphone application sapphire is just one of the technical and material paths.
The iPhone sapphire concept is just a tool used by brokers and listed companies. They have been speculating for nearly four months in rumors. Considering that this cycle is just the window of the listed company's Q4 financial report and annual report in 2013, and it is a traditional off-season, I believe that this is what a foreign person calls a “financial capitalismâ€, which is a very bad means of market value management. .
In fact, a listed company I learned was still digesting the remaining stocks of the previous year.
I never deny the innovative value of key materials in the electronics manufacturing industry. In fact, I have always been very optimistic about its prospects in the semiconductor lighting consumer market. In 2013, the domestic LED lighting scale was 260 billion yuan, a year-on-year increase of 28%. In 2015, the LED lighting penetration rate will reach 60%. After 2014, the United States, the European Union, Japan and China will completely ban the incandescent lamps outside the 15 watts. The hidden business opportunities are far greater than the conceptual effect of smartphones.
However, after the last round of capacity bubble, coupled with the cancellation of relevant state subsidies, many companies have high volume of sound at present, and the actual equipment procurement action is not big.
The sapphire of the physical world is a precious material. It symbolizes loyalty, honesty, and good fortune. I hope that the sapphire concept of the relevant institutions in the capital market will also have this character.
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