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On June 3, Lansi Technology, which has just been listed for only 3 months, has thrown out a refinancing plan, of which more than half will be used for sapphire production and smart terminal applications. In addition, the "Daily Economic News" reporter noted that this year, Tiantong shares (600330, SH), Southwest Pharmaceutical (600666, SH) and other sapphire concept listed companies have also said that they will increase investment in sapphire.
It is important to note that Berne Laughter Sapphire Co., Ltd. ("Bern Laughter"), which was jointly funded by Luxiao Technology and Berne Optics (Huizhou) Co., Ltd., is also working in the sapphire field.
In the face of such industry background, what is the current state of production of Berne? Recently, the reporter rushed to Berne Luxiao's production base in Tongliao, Inner Mongolia for a field interview.
Plan to spend 2 billion new bases
Berne's laughing sapphire production base is located in the Horqin district of Tongliao City, Inner Mongolia.
On May 5th, 2014, Luxiao Technology and Berne Optics established Berne Luxiao Company in Inner Mongolia with a registered capital of 500 million yuan. The former holds 40% of the shares, while the latter accounts for 60%. It is mainly engaged in the processing, sales and research and development of artificial sapphire crystal materials. On March 12 this year, the two sides increased their capital by 500 million yuan in the same proportion. Since then, the registered capital of Berne’s laugh has changed from 500 million yuan to 1 billion yuan.
On June 2, after a strict security check, the reporter of “Daily Economic News†walked into the production workshop of Berne Laughing Sapphire Company, and saw that the workshop sapphire growth furnace was neatly discharged. It is estimated that there are hundreds of crystal growth furnaces in each workshop. The various pipes on the ground and underground are criss-crossed, and the growth furnace emits a "squeaky" sound. There are not many workshop workers and the degree of automation is high. "The furnace cleaning, charging, chemical, seeding, annealing, a growth cycle takes about 20 days, the product that comes out of a single furnace every month is about 1.3 crystals, 80 kilograms per crystal," the resident in charge told reporters.
Hu Dongcheng, the relevant person in charge of Berne Luxiao, told the reporter that the base began construction in June 2014 and has completed production workshops, office buildings, dormitory buildings, etc. It is estimated that the annual output of high quality sapphire crystals will reach 7000 in 2015. Around.
Why did you choose sapphire production here? Hu Dongcheng explained that, mainly because of the power advantage of Inner Mongolia, according to the introduction, the crystallization process of sapphire, the power consumption is large, Inner Mongolia power supply is sufficient, the power cost is about 50% of the eastern region. At the same time, the sapphire crystal project belongs to the national strategic emerging industry project and is a key project introduced and supported by Tongliao City.
According to the information provided by the company, the entire base covers an area of ​​300 mu and the total planned investment is 2 billion yuan. After the project is completed, it will become one of the largest sapphire crystal production bases in the world.
Alliance is derived from the integration of advantages
Hu Dongcheng told reporters that according to the plan, the Tongliao sapphire base will have 12 workshops in the future. At present, 342 units of crystal growth equipment have been put into production in 2 workshops, and 4 workshops will be reached at the end of August, so that nearly 700 sapphire long Crystal equipment is put into production.
As for the expansion plan that is currently in full swing, Hu Dongcheng said that this is mainly due to the rapid growth of market demand. At the same time, once the scale is expanded, the production cost of sapphire can be diluted and the competitive advantage can be further enhanced.
In the interview, the reporter learned that the sapphire crystal produced by Berne Laughter will be sold to Berne Optics, which will be further processed and supplied to mobile phone companies such as Apple. According to the data, as the world's largest supplier of mobile glass cover plates, Bourne Optics currently accounts for more than 50% of the global mainstream mobile phone cover (including panels, rear covers, lens covers, etc.). Apple's mobile phone provides more than 60%, and Samsung's mobile phone provides more than 70% of the cover. In 2014, it produced 870 million pieces and achieved a turnover of 3.5 billion US dollars.
In response to the "alignment" between Berne Optics and Lu Xiao Technology, the above-mentioned people of Berne Luxiao said to reporters that Berne Optics has a market advantage, and Lu Xiao Technology has a technological advantage. "Bern Optics is a partner of big brands such as Apple and Samsung. The strength of Luxiao Technology is in technology. The sapphire crystal furnace equipment produced by Lutong Electromechanical Co., Ltd., a wholly-owned subsidiary of Luxiao Technology, is mainly provided to Berne. â€
Lu Xiao Technology announced on March 12 that its wholly-owned subsidiary, Lutong Electromechanical, signed a “Product Purchase and Sale Contract†with Berne Luxiao on March 11th, and Lutong Electromechanical supplied 342 units of 80 kg to Berne. And the above sapphire crystal furnace equipment, the contract amount of 387.04 million yuan, the contract tax-included amount of about 13.93% of the company's 2014 annual operating income.
Market supply or too concentrated
It should be noted that in addition to the huge investment of Berne's laughter, a number of sapphire concept companies including Lansi Technology, Southwest Pharmaceutical, and Tiantong Shares are also making efforts.
The sapphire industry chain includes: long crystal equipment suppliers, raw materials and consumables suppliers, crystal growth, cutting and polishing, and subsequent processing. According to incomplete statistics, there are currently dozens of listed companies involved in the sapphire industry chain in the A-share market. Home, the number of listed companies outside the field, the number of investment in sapphire is not small.
Will the sapphire industry have similar overcapacity in the photovoltaic industry? Concerning this market supply, Hu Dongcheng believes that sapphire and photovoltaic are not the same. "Sapphire production has certain technical difficulties. The power supply, process, water supply, etc. are much higher than photovoltaic production, and the investment cost is high. Only large-scale production can improve the yield and control costs."
Hu Dongcheng said that the current sapphire products are mainly used in the fields of Apple Watch, mobile phone fingerprint identification protection film, camera protection lens, etc., and also have a large market in lighting LED substrates and military applications. According to him, Berne laughed that the future sapphire production furnace will be raised from the current 80 kg to 120 kg.
Guojin Securities' market research report believes that sapphire is expected to become the new favorite of high-end consumer electronics glass materials due to its superior optical and electrical performance advantages. It is expected that consumer electronics sapphire demand will reach 462 million millimeters in 2016, three years 5 More than double the growth space.
However, the research report also believes that in order to ensure product quality and supply chain security, Apple has always adopted a supply chain integration model of “supporting core suppliers + monopolizing high-end production capacityâ€, provided by two or three large suppliers, if apples are sapphire The supplier's continuation of this supply chain integration model will lead to the concentration of sapphire supply in the future, which will be supplied by two or three oligopoly sapphire suppliers.
"Sapphire" reproduction expansion competition, new Apple products
Abstract As early as 2014, all the funds were plunged into the sapphire industry, trying to get a piece of the sapphire screen of Apple's iPhone6 ​​and 6Plus phones. Although this expectation eventually failed, but now, with the successful sale of AppleWatch,...
As early as 2014, all the funds were plunged into the sapphire industry, trying to get a piece of the sapphire screen of Apple's iPhone6 ​​and 6Plus phones. Although this expectation was finally lost, now, with the successful sale of Apple Watch, the market has now invested in the concept of “sapphireâ€.