Just a short note on what happens in Mesa. First of all, GTAT doesn't ship the boules to China, that would be a waste of production since the waste is reused. Makes no sense to ship the boules overseas and shipping the waste back.
The boules are cut in proper sized bricks and then they are put on optical inspection machines and checked for flaws. GTAT announced that they have have these automatic inspection machines last year.
The use of sapphire cut on different planes increases the durability. Laminates will also. Corning is desperate and uses the same thickness of sapphire as GG. It would be brittle in that instance but makes for a nice commercial.
The man said that GTAT was extremely satisfied with the forward progress that they were making. I thanked them for the callback and told them I thought management was doing a good job. He said that they would not comment on rumors and speculation. I believe all companies have that policy.
Spin off the legs of the stool in the future. Let GTAT keep half of the spin off shares and give us the rest.....
The possibilities here are endless with the use of sapphire and Sic. I remember last year an article talking about Apple finally overcoming a problem with using Solar screens to charge a Lithium Ion battery and not using a boost converter. Boost converters are too big to use in a small Smart Phone. Apple found a way to eliminate the converter. I've found articles that Apple has been working on this process for years.
Here are some facts that Matt M wrote about early this year. These FACTS are all backed up in articles about patents and announcements from Apple and their suppliers.
" Fact Checklist
● Apple filed solar patents that will allow them to power their electronic devices directly through solar cells.
● Apple posted and filled a Thin Films Engineer position with solar experience.
● Apple signed a $578m contract with GT Advanced Technologies to provide sapphire materials (sapphire cover screens)
● Apple announced they would be spending $10.5B in capital during fiscal year 2014 including cutting edge lasers.
● Apple recently posted a Manufacturing Design Engineer position that includes "scribing" and "PVD coating" which relate to thin films (solar cells) and lasers.
● Over 100 iPhones have been assembled with sapphire covered displays.
The future looks very interesting when all of the ideas that have come out in the last few years come to the smartphone. Its my bet that Apple will be the first kid on the block to bring these on the market and GTAT will be right in the middle of it.
Where are the Market Makers getting these large blocks of stocks? Watch the commercial stock count next time. Has to be up, up , up.
The Motley Fool says the supply restraints are possibly on the third party manufacturers and not gt advanced technology, which means GT would still get paid for their shipments.
one hundred and twenty million iPhones. I can see an increase in revs coming.
If the rumors about apple using a solar powered sapphire screen on their iPhone 6 were true then Apple will have something completely different in the market just like they did last year by including a finger scanner on their iPhone 5s, but the facts do points towards Apple intentions of making it true like
The patent about powering their devices through sunlight using solar cells.
Signing a $578 million dollar contract with GT Advance Technologies for the production of sapphire glass.
Announcing that the company is going to spend $10.5 billion in the year 2014 for cutting edge lasers.
100 prototypes of iPhone using sapphire glass have already been produced for experimentation.
Their working on it. It was talked about late last year and earlier this year. Google ( iphone 6 solar charging )
From one of the reports... "Earlier reports have said that the next-generation iPhone is already under production and will be unveiled in September. It is expected to hit the stores on September 19 and have a number of biometric features. iPhone 6 is said to have a sapphire glass display, redesigned looks, 6.2mm thickness, solar charging and NFC."
"Apple will also increase the battery capacity of the 4.7-inch iPhone. French website NowhereElse has posted a photo of the battery of the upcoming Apple smartphone, which shows that the next model will run on a 1,810mAh battery. This is a big increase over the 1,560mAh battery of iPhone 5S and 1,440mAh battery of iPhone 5."