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The bankruptcy incident not only touched the interests of GTAT itself and Apple, but also caused a series of butterfly effects, which brought different degrees of trauma to sapphire manufacturers, their production equipment manufacturers and related industries. The incident also revealed some of the traditional drawbacks of domestic enterprise development, following the trend of the habits and government dependence. What is the impact on the LED industry, which is the dominant market for sapphire applications?
Sapphire concept stocks frustrated and follow the trend?
The domestic market and Apple-related concept index fell 1% to close at 5,351.56 points. Related concept stocks were sorrowful. The stocks such as Huanxu Electronics, Crystal Optoelectronics, Han's Laser, and Electroacoustic were among the top losers. In addition, the Sapphire Concept Index fell 2.65% on the 10th, leading the market down. The "GTAT phenomenon" made the market people lament: after the tide, they are naked swimmers. In the absence of actual performance, technology stocks have passed the stage of crazy speculation.
According to industry insiders in the sapphire industry, GTAT has sold a large number of sapphire production equipment to Chinese companies at high prices, including Jiangsu Jixing, Guangdong Saiyu, Haining Shangcheng Technology, Guizhou Haotian and Jiangsu Linyang, but these equipments can hardly be used. In order to meet its promised cost and production requirements, the company's equipment investment has basically lost. This is due to the "traditional" numbness and the quick money.
It is understood that the data provided by GTAT in the sale of the furnace are laboratory data, and there is no experience in mass production at all, and many Chinese companies regard this as a US brand manufacturer and supply sapphire materials to Apple, and numb superstition advocates , without deep thinking and rushing to follow suit to purchase equipment and expand production, leading to the current setback.
On the other hand, in recent years, the domestic sapphire-related small enterprises have rapidly emerged under the sapphire concept, and many of them have a hot follow-up enterprise. Most of these enterprises are holding the psychology of making quick money and using their own achievements to achieve their own success. . These companies do not have their own talents, technology and equipment, so they hope to quickly produce and quickly profit by introducing automation equipment from large foreign companies such as GTAT. For the long-term virtual sapphire concept and the blindly follow-up investors, this is undoubtedly a lesson, telling them that “there is risk in technology research and development, and it is necessary to be cautious in following the trendâ€
In fact, not only the sapphire industry, but also the domestic LED industry chain, there are such bad habits, which products will make a slam dunk, regardless of the cause and effect, only the immediate benefits, may rise a certain height when the wind rises, but if the wind Stopped, naturally it will fall. Such as the LED filament lamp hot this year, the first product launched to attract the input of many domestic enterprises, traditional lighting transformation LED enterprises, packaging companies and some LED application companies are vying to launch a variety of filament lamps It has become a hot product of major exhibitions. However, its shortcomings are obvious, such as poor yield, fast light decay, poor safety and high cost.
Another example is the recently sought-after smart light bulb series. Since the Philips smart light bulbs come out, the concept of intelligence has begun to flourish. Domestic companies have started various kinds of cottages and launched a series of low-cost "smart" lighting products. He is smart and unclear.
The key node in the market from "greed" to "fear" is only between the fingers. Blindly chasing the wind without careful consideration may lead to unsalable products and excessive inventory, and even the business is hit hard. This is also the leading factor in the current domestic LED market chaos, serious homogenization phenomenon and overcapacity.
Tonic, business, dependence, addiction
GTAT not only sells equipment to companies in mainland China, but also sells to Taiwanese customers across the Taiwan Straits. However, when Taiwanese companies found that the GTAT equipment failed to meet the contract requirements, they sue the GTAT to court. Finally, GTAT lost the case and needed to return the corresponding equipment amount. However, most mainland companies have chosen silence after discovering the problem. According to reports, the domestic LED industry government subsidies, and the subsidies for the emerging industry LED industry supervision is not enough or too numb, causing many companies to use government funds in project investment, for the expansion of the amnesty, such as accidents, once the details are disclosed The government's investment may be squandered, so many companies choose to remain silent.
In recent years, the government's subsidies for emerging industries, especially green energy-saving industries, have been increasing, and the focus of the formal subsidies for the LED industry in the Chaoyang period, but the government subsidies for numbness have also caused serious overcapacity of domestic LED chips, resulting in LED chips. The linear decline in prices has driven the mid-stream package to compete at low prices, and many LED listed companies have fallen into the embarrassing situation of “increasing revenues without increasing profitsâ€.
Moreover, the government issued subsidies too “arbitrarilyâ€, resulting in subsidies exceeding the company’s profit growth rate. Monopoly state-owned giants obtained subsidies in the name of losses, listed companies relied on subsidies to achieve profitability, and local governments were rewarded with delisting risks for the creation of regular performance subsidies. Companies and other phenomena, this violates the market rules and affects the fairness of the delisting system.
How to rely on government subsidies to survive, what should be done after the government stops? Enterprises should be good at using government subsidies, such as investing in research and development, innovation, and improving the competitiveness of their products. Self-reliance and self-reliance can continue to survive.
The alarm bell rings and does not hang on a tree
GTAT has invested heavily in the construction of a manufacturing facility in Arizona that exclusively produces and supplies sapphire glass for Apple, but Apple does not have to purchase its products. Its cash flow problem is obvious.
Once you become an Apple supplier, you may be able to grow and find more customers, and then take the path of diversification. However, it is risky to prepare an exclusive production plant for a certain customer without the same guarantee, and it is impossible to decide the production according to the demand, which carries great risks. It's like making a gamble of life, winning a day, losing is probably all of your own. As the insiders commented, "Chengdu Apple, defeated Apple."
The bankruptcy of GTAT has sounded the alarm for all enterprises. Don't tie your future to a customer. It is also necessary to focus on stability and stability, and to develop according to long-term planning. "The essence of business management is the same: no matter which end of the industrial chain, the ability is strong, its essence is to do the job well, to serve the downstream, and to obtain profits from it." Vice Chairman of China Lighting Association Wang Haibo, director of the Institute of Electrical Light Source Materials, Nanjing University of Technology, said.
Nobel Prize drives LED industry economy GTAT bankruptcy has little effect
According to the data of the distribution of sapphire application market in 2013, the proportion of LED applications still accounts for the majority, 78%, due to the sapphire enterprise with iphone6 ​​under heat, after the heavy damage, or for the supply of LED applications Cause a certain degree of negative impact.
But on the other hand, in fact, the sapphire concept has not fallen sharply, because 78% of sapphire is applied to LED substrates, and blue LED technology won the 2014 Nobel Prize in Physics, announcing the arrival of the LED lighting era. In addition, the ban on incandescent lamps of 60W and above in October has provided a huge space for the replacement of LED lighting. At the same time, we expect a new round of subsidy policy to be promulgated at the end of the year, which will further boost LED demand and enhance future expectations. On the whole, the bankruptcy of GTAT is only aftershocks for the LED industry. 
The sapphire market is still good after the pain
Looking at sapphire, the bankruptcy of GTAT is undoubtedly a test and challenge for the application of sapphire in smart phones, but the good market prospects give IT giants a firm attitude toward the application of sapphire.
At present, the smart phone hardware feature specification has reached the bottleneck period. The best way to improve the user experience is the innovation of materials and appearance. The sapphire material can combine the two characteristics of sturdiness and lightness, which is the visibility of the device. And sturdy escort is also a very good way to improve mobile phone quality and user experience. In many previous speculations, most people believe that with the gradual release of GTAT capacity, Apple's use of sapphire cover in future models is a high probability event. Domestic mobile phones such as Huawei, VIVO, and Jinli have taken the lead in launching sapphire cover models. The general direction of sapphire in smart terminal applications is certain.
Once the cost and yield of the sapphire revision is resolved, it will be the turning point of the new round of sapphire market. From the information we have learned so far, Lansi and Bourne have not given up the sapphire cover project and have been trying to improve the yield. Although the GTAT bankruptcy in the sapphire company has a pain in the short term, many domestic sapphire manufacturers may have the opportunity to overtake the corner after the incident.
For the development of the sapphire industry, Wang Haibo made some suggestions. Through this incident, sapphire companies must hold their own stitches, no matter how the outside changes, but also fixed customers, there is still the value of survival in this industry chain, because LED is a thriving industry, its take-off will also With the development of upstream materials and related industries, the application of LED epitaxial sapphire substrates has also expanded. At the same time, the material of the LED epitaxial substrate is also increasing, such as silicon carbide substrate, silicon substrate, gallium nitride substrate, if other substrate materials catch up with performance and cost performance, for sapphire substrate A big shock. Second, the application of sapphire is promising. It should not be limited to materials and equipment. It should jump out of the LED industry and explore its other application and multi-directional development.
Abstract Recently, due to the failure of the released iphone6 ​​to adopt the sapphire screen as scheduled, the sapphire giant GTAT immediately plunged its stock price until October 7th for bankruptcy protection. Its bankruptcy seems to be accidental, but it is inevitable. The bankruptcy incident not only touched GT...
Recently, due to the release of the iphone6 ​​failed to use the sapphire screen as scheduled, the sapphire giant GTAT immediately plunged, until October 7 filed for bankruptcy protection. Its bankruptcy seems to be accidental, but it is inevitable.