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  • Nangong polypure Carbon Co., Ltd.
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Nangong Juchun Carbon Limited company main products: ordinary power, high power, ultra-high power graphite electrode, extrusion molding graphite crucible, special structure graphite and so on.
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18233109877
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18233109877
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Nonferrous Metals: a pure graphite crucible is coming in spring, and the poly industry is trackedAdd time:2018/01/31
  Requirements: larger development space of sapphire do mobile phone screen is the emphasis of the eruption of demand, its advantage is known as wear-resisting, moreover the conductive thermal conductivity and the crystal structure to improve the sensitivity of touch screen. The new application lens cover and home button application (mainly used for its super hard and optical properties), conservative estimate that 2015 will pull the demand by 2 inches around 37 million pieces, approximately equivalent to 30% of the global total. The greater demand elasticity comes from the phones screen: assuming that the iphone (200 million units) are all made of sapphire, the demand will be seven times that of global sapphire production in 2013. If you consider the learning effect of other smart phones (600 million), the demand elasticity of the sapphire screen will be greater. We think sapphire is a big trend for mobile screen materials.
  With regard to price, cost and competition: the core is the long crystal method, which is widely used to reduce costs, is the bubble method, accounting for about 70% of global production. Apple and GTAT agreement will is not the mainstream of heat exchange method and go to its advantage is: high degree of automation, crystal, big and rules of high yield and GT has Hypersion ion after cutting technology patents scale is expected to reduce the cutting cost. At present, the bubble method is still relatively cost advantage. The substrate price rises from the bottom and is basically stable. It is expected that the price will be stronger than 2 inches in the next 4 inches, and the trend will be from 2 to 4 inches. The price of sapphire materials for apple is difficult to increase, and if the price exceeds $5, apple may reduce the amount of apple. Therefore, there is no logic to expect a large increase in the price of apple. If you can enter the apple industrial chain, you can enjoy a large volume of products. If you have a cost advantage, you can achieve a substantial increase in profits.
  For consumables and raw material of the sapphire industry future development space is vast, raw and auxiliary materials, high purity alumina, diamond cutting wire, molybdenum crucible, graphite crucible, such as grinding, polishing fluid industry will benefit. A 2-inch slice consumes 2.5-3 meters of the kings line, which is estimated to be worth about 244 million yuan by 2013, according to the worlds 130 million 2-inch tablets. If the future apple screen is all sapphire, the market capacity will increase sevenfold, and the value of the diamond line will be increased to about 2 billion yuan. If other smart phones outside apple also promote sapphire screen applications, demand will continue to grow, with the market for sapphire lines running at more than $10 billion. Related listed companies have: yu diamond, Yellow River cyclone. The listed companies that make the crucible are: xiamen tungsten industry, hunan non-ferrous, medium tungsten high-tech (plant hard), antai technology and so on.
  At home and abroad, the price of sapphire crystal is low in 2013, and the market share of the worlds top seven sapphire factories will be 85%, and domestic production is very low. Since 2014, with the recovery of demand and the expectation of future outbreak, both domestic and foreign countries have entered the state of expansion, especially at home. Early in the country: auridian, yunnan blue crystal, chongqing four links, zhejiang juhua, yuanliang technology and so on. After the collapse of the price inflation, there are still more than 10: the current output of the largest, the listed company has dongjing electronics, tiantong shares, the smile technology, jingsheng electromechanical and so on.
  The risk indicates that the time and proportion of the sapphire screen used by iphone and iwatch are uncertain. The expansion of long - crystal capacity has caused industrial overcapacity problem.
  To]
  Requirements: larger development space of sapphire do mobile phone screen is the emphasis of the eruption of demand, its advantage is known as wear-resisting, moreover the conductive thermal conductivity and the crystal structure to improve the sensitivity of touch screen. The new application lens cover and home button application (mainly used for its super hard and optical properties), conservative estimate that 2015 will pull the demand by 2 inches around 37 million pieces, approximately equivalent to 30% of the global total. The greater demand elasticity comes from the phones screen: assuming that the iphone (200 million units) are all made of sapphire, the demand will be seven times that of global sapphire production in 2013. If you consider the learning effect of other smart phones (600m), the demand elasticity of the sapphire screen will be greater. We think sapphire is a big trend for mobile screen materials.
  With regard to price, cost and competition: the core is the long crystal method, which is widely used to reduce costs, is the bubble method, accounting for about 70% of global production. Apple and GTAT agreement will is not the mainstream of heat exchange method and go to its advantage is: high degree of automation, crystal, big and rules of high yield and GT has Hypersion ion after cutting technology patents scale is expected to reduce the cutting cost. At present, the bubble method is still relatively cost advantage. The substrate price rises from the bottom and is basically stable. It is expected that the price will be stronger than 2 inches in the next 4 inches, and the trend will be from 2 to 4 inches. The price of sapphire materials for apple is difficult to increase, and if the price exceeds $5, apple may reduce the amount of apple. Therefore, there is no logic to expect a large increase in the price of apple. If you can enter the apple industrial chain, you can enjoy a large volume of products. If you have a cost advantage, you can achieve a substantial increase in profits.
  For consumables and raw material of the sapphire industry future development space is vast, raw and auxiliary materials, high purity alumina, diamond cutting wire, molybdenum crucible, graphite crucible, such as grinding, polishing fluid industry will benefit. A 2-inch slice consumes 2.5-3 meters of the kings line, which is estimated to be worth about 244 million yuan by 2013, according to the worlds 130 million 2-inch tablets. If the future apple screen is all sapphire, the market capacity will increase sevenfold, and the value of the diamond line will be increased to about 2 billion yuan. If other smart phones outside apple also promote sapphire screen applications, demand will continue to grow, with the market for sapphire lines running at more than $10 billion. Related listed companies have: yu diamond, Yellow River cyclone. The listed companies that make the crucible are: xiamen tungsten industry, hunan non-ferrous, medium tungsten high-tech (plant hard), antai technology and so on.
  At home and abroad, the price of sapphire crystal is low in 2013, and the market share of the worlds top seven sapphire factories will be 85%, and domestic production is very low. Since 2014, with the recovery of demand and the expectation of future outbreak, both domestic and foreign countries have entered the state of expansion, especially at home. Early in the country: auridian, yunnan blue crystal, chongqing four links, zhejiang juhua, yuanliang technology and so on. After the collapse of the price inflation, there are still more than 10: the current output of the largest, the listed company has dongjing electronics, tiantong shares, the smile technology, jingsheng electromechanical and so on.
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