iPhone6 ​​does not use sapphire screen, the long-awaited latest iPhone6s also make fruit powder stunned, is Apple going to abandon sapphire? As the most powerful glass company in China and the main supplier of apple glass products, Lansi Technology in recent days The extraordinary shareholders meeting said that "the customer (Apple) did not use the sapphire cover, there is no impact on the company's current performance." In addition, Peng Mengwu, the company's director-general, stressed that the company's fixed-income fundraising project is a small piece of sapphire products, and does not cover the panel.
Revenue was 8.659 billion yuan, a year-on-year increase of 55.64%; earnings per share was 1.07 yuan, up 27.38% year-on-year; net profit was 685 million, up 33.85% year-on-year, and the performance of Lansi Technology's interim report increased significantly. The industry believes that this is a new driving force for the growth of the sapphire business. Despite the splendid report, some investors at the recent Lansi Technology Shareholders' Meeting were worried that sapphire production is expensive, the yield is low, and energy consumption is high. In particular, iphone6 ​​and the newly launched iphone6s do not use sapphire screens. Bringing risks to sapphire producers and even affecting the survival of the company? Investors and the media are very concerned about how to control risk if Apple abandons sapphire?
Before the official release of iphone6S, the industry was once rumored that in addition to the screen did not use sapphire and did not surprise consumers, even the iphone6S camera protection lens and home button gave up sapphire. However, the facts have already come to the fore, and the above-mentioned components of the new products still use sapphire, which shows the enthusiasm of apples for sapphire.
Zhou Qunfei, Chairman of Lansi Technology, introduced that the company took the lead in entering the sapphire field in 2010. At present, it has the manufacturing capacity of sapphire crystal growth equipment, sapphire production and post-processing. The products have been applied to some high-end mobile phones and smart watches. Wearable devices, fingerprint protection, and other areas.
"Lansi Technology does nothing to sit on the ground, nor is it a closed-door car. I will think from the perspective of the consumer, and I will consider it from the perspective of a person coming over, and then research and invest, and then cooperate with the customer to develop. As for the launch. The market time, we will be based on market conditions, rather than rushing for a while, the cultivation of a market takes time. The company's previous IPO fundraising of 1.5 billion yuan is not enough for subsequent development, if Lance's directional issuance is smooth Through the approval of the China Securities Regulatory Commission, our actions will be faster. Otherwise, relying solely on Lance's own capital and accumulated profits, the development of the entire company will slow down. We cannot take the risk to do this."
Peng Mengwu, the secretary-general and deputy general manager of Lansi Technology, said that the company's sapphire project is a small piece of sapphire products, and does not cover the panel. “Most of the products we produce are small sapphire products, so the customer's mobile phone cover does not use sapphire. It does not have any impact on Lansi Technology in the current period. The company's fixed project has not been a major risk. If the panel is covered, this production volume is very high. Big, the funds we raise are certainly not enough."
According to the announcement of the company's adjustment and adjustment plan announced today, the sapphire production and intelligent terminal application project (change construction content) of the fixed investment is expected to have a total investment of 3.4 billion yuan, and the amount of funds to be raised is 3.3 billion yuan. It is worth noting that its expected capacity has not changed, that is, an annual output of 300 million sapphire camera protection lenses, 240 million fingerprint protection lenses, and 30 million smart wear protection screens.
According to industry analysts, Lansi Technology's revenue and profit both experienced rapid growth in the first half of the year, showing a good momentum of development. As the company's products turned to 2.5D in the first half of this year, new materials and new processes led to a 5.25 percentage point decline in production gross margin to 20.83%. It is expected that with the gradual maturity of the process and the gradual increase in yield, the gross profit margin will return to a higher level. The company was in the business expansion period in the first half of the year, so the three fees also showed rapid growth, but the overall rate was lower than the same period last year.
Zhou Qunfei told reporters that Lansi can develop to today's scale, which is inseparable from the company's hard-working management team. “Our profession has won the trust of our customers; our fairness has won the support of our employees. Let them be convinced, this is why we can succeed.â€
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