Demystifying the "feelings" of Haotian Optoelectronics and Apple and GT?

It has been one year and two months since the US sapphire material manufacturer GT Advanced Technologies (GT company) declared "bankruptcy".

During this time, Apple's sapphire glass screen plan seems to have been blown up. As a strategic partner of the previous GT company, Guizhou Haotian Optoelectronics Technology Co., Ltd., which was interpreted as “deceived” by the outside world, was also “silent” for one year and two months. Many people estimate that if there is no accident, this former star company will fade out of people's vision.

Business, like the movie plot, is always full of ups and downs. On December 14th, Ji Yong, the chairman of Guizhou Haotian Optoelectronics, suddenly “high-profile appearance” and received an exclusive interview to elaborate on the company's operation and its entanglement with Apple and GT.

"I firmly believe that the plan of the Apple Sapphire glass screen production plant will be on again, but when is the problem. And once Apple's sapphire plan is launched, it must not be able to circumvent Qitian Optoelectronics." Ji Yong said, considering tariffs, technology, Based on various factors such as the foundation, Apple will definitely choose two or three companies to establish a production base for sapphire glass screens in China. At present, two Chinese companies, Berne Optics and Lansi Technology, have submitted relevant cooperation plans to Apple, which all involve cooperation with Haotian Optoelectronics.

"Now everyone is waiting for Apple's reply, it's a bad trip." Ji Yong analysis, Apple executives frequently go to Guizhou to see, Apple may prefer to put the base in Guizhou, China. If Apple puts the sapphire glass screen production base in Guizhou, its output will reach at least hundreds of billions of yuan.

Haotian Optoelectronics holds the core technology and attracts Apple’s “active contact”

In November 2014, Ji Yong was on a business trip in Guangzhou. One day, he received a strange call. "It's a middle layer of Apple, and I want to see it." Ji Yong said that this is the first time Apple has found itself after the bankruptcy of GT.

Seven years ago, Apple co-founder Steve Jobs hoped to use sapphire instead of glass for mobile phone screen production. To this end, Apple invited the most well-known experts in the United States to divide into two groups of the film-guided method and the heat-crossing method. Among them, the sapphire production company using the heat transfer method is mainly the American GT company, while the GT company only has the production equipment but no consumption. Electronic data.

In October 2011, Haotian Optoelectronics first batched four sapphire crystals with a maximum of 100 kilograms. The largest sapphire crystal weighed 105 kilograms, creating an Asian record, attracting attention from Apple, and looking for data and samples. At the beginning of 2012, Ji Yong went to the United States to find GT, and hoped to cooperate with them to win the sapphire glass screen production plant project of Apple. Subsequently, GT became the coordinator between Haotian Optoelectronics and Apple. The sapphire samples and data of Haotian Optoelectronics were handed over to GT by GT. Unfortunately, due to lack of communication, in 2013, Haotian Optoelectronics and Apple completely lost.

“At the time, we were able to make large-size sapphires of 100 kilograms, and we planned to do 200 kilograms. GT can only do 85 kilograms, but they got the data and samples of Haotian Optoelectronics and reported to GT. The company can also do 200 kilograms of sapphire, coupled with the impact of the US technology return policy, Apple and GT 'opened up' us." This is what Ji Yong later learned from Apple. On November 4, 2013, GT and Apple officially announced plans to form a joint venture to form a sapphire glass screen production plant. On October 6, 2014, GT announced that its product quality and indicators were difficult to meet Apple's requirements, and GT announced "bankruptcy."

"Although GT has some of our data, the core technology of sapphire production is still in its own hands." Ji Yong said, combined with the theory of interface growth and the theory of band structure, the bottom heat transfer crystal growth method invented by Haotian Optoelectronics ( BBT) is capable of producing sapphire crystals from 100 kg to 250 kg and is already the world's most advanced sapphire crystal growth technology.

Ji Yong introduced that Haotian Optoelectronics' 100kg to 250kg sapphire ingots are in mass production, instead of staying in the laboratory stage. Customers have covered Europe, America, Japan, Korea, Taiwan and mainland China. It is already the world's largest HEM heat exchange method. Sapphire crystal growth company. At the same time, the international standardization project “High-brightness LED substrate monocrystalline sapphire material” edited by Haotian Optoelectronics has been implemented since 2014 and has entered the global voting stage.

Based on this, after the GT filed for bankruptcy, Apple found that GT did not do anything, and Haotian Optoelectronics could make it. To this end, Apple specifically commissioned the staff of Apple China Shenzhen Company to take the initiative to contact Qiuyong. Subsequently, Apple's technical staff also frequently traveled between California and Guiyang. At the end of 2014, the two parties signed a special confidentiality agreement to jointly conduct sapphire related testing and research.

This also makes Ji Yong have a bottom. He said: "Now Apple is so active that they have never given up on the sapphire glass screen, but only from the previous 'big fan' to the current 'low-key'."

If the apple sapphire glass screen production base is located in Guiyang, it can bring hundreds of billions of output value.

In the plan of the Miyuki, Apple's sapphire glass screen production plan was dominated by Apple, Haotian Optoelectronics and GT. At the beginning of this year, Ji Yong also thrown a new plan to Apple, the main character changed to Apple, Haotian Optoelectronics, Berne Optics or Lansi Technology.

Bourne Optics is currently the world's largest manufacturer of glass panels with a global market share of over 60%. In the summer of 2014, Haotian Optoelectronics and Berne Optics have cooperated in the field of mobile phone panels. It is not surprising that the new scheme of Jiuyong's sapphire glass screen production plan includes Berne Technology. Strangely, in the new program of Jiuyong, it also contains the "dead rival" of Bun Optics - Lansi Technology. Lansi Technology is a listed company and belongs to the “Apple Concept Shares”. Its chairman Zhou Qunfei is the current Chinese richest woman.

At the end of 2014, after Apple and Haotian Optoelectronics signed a confidentiality agreement, Haotian Optoelectronics sales staff found Ji Yong, saying that Lansi Technology wanted to buy Haotian Optoelectronics products. Therefore, Ji Yong and his colleagues went to the airport to pick up the procurement manager of Lansi Technology. On the way back to the company, Ji Yong also received a phone call saying that Zhou Qunfei had already arrived in Guiyang and wanted to talk to Jiuyong about the production of sapphire. After discussion, Zhou Qunfei is very optimistic about Haotian Optoelectronics, and said that he wants to invest in Haotian Optoelectronics.

Despite the "investment cooperation has been stuck", the two sides have been convinced that Apple will restart the sapphire glass screen production plan and reach the agreement in China. Ji Yong revealed that Haotian Optoelectronics has obtained 22 patents at present, but its patent system does not conflict with the two companies, which has become the basis of cooperation. At present, Berne Optics and Lansi Technology have also submitted relevant cooperation plans to Apple, which all involve cooperation with Haotian Optoelectronics.

On June 11 this year, Lisa Jackson, the vice president of global environmental affairs at Apple, visited the Beijing·Guiyang Big Data Application Exhibition Center and had a very good impression of Guiyang. Ji Yong said that although Apple executives did not directly mention sapphire when they visited Guiyang, Lisa took hold of herself when she left, took out a mobile phone and took a group photo with them, saying that she would go back to Cook (current Apple) CEO)), "This shows that Apple executives have been paying attention to sapphire and paying attention to Haotian Optoelectronics."

Bourne Optics, Lansi Technology, plus Foxconn, who had been rumored before, who will "take over" GT to become Apple's next-generation iPhone sapphire screen supplier?

"Now everyone is waiting for Apple's reply. The difference is just a 'footstep', but no matter who the last one, they will not be able to circumvent the sapphire growth technology of Haotian Optoelectronics." Ji Yong analysis, if Apple chooses and Berne Optics cooperation, China's sapphire production base is likely to be placed in Guangdong; if you choose to cooperate with Lansi, the base is likely to be placed in Hunan; if you cooperate with Foxconn, it will definitely be placed in Guizhou. As for the frequent visits of Apple executives to Guizhou, Apple may prefer to place the base in Guiyang, Guizhou. If Apple puts the sapphire glass screen production base in Guiyang, Guizhou, it will bring at least hundreds of billions of yuan worth of output to Guiyang, Guizhou.

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