Feeds

Bloke squeezes Apple's boules, predicts millions of iPhone 6s, iWatches

Big enough stones to please Wall St, too, apparently

Choosing a cloud hosting partner with confidence

Apple has enough sapphire glass within its grasp for two models of the iPhone 6, if one was to appear, as well as the semi-mythical iWatch, an independent analyst has claimed.

Matt Margolis, of Wall Street Forensics, has scoped out GT Advanced Technologies, the firm tasked with operating Apple's sapphire factory in Mesa, Arizona.

Sapphire glass is very tough, and is produced in boules grown from seed crystals. It's used, among other things, for protecting camera and fingerprint sensors in the latest iThings – but it's now set to cover touchscreens in Apple's next-gen high-end devices.

Margolis has suggested GT was today running about 2,500 furnaces, which are making boules way bigger than anyone expected.

He wrote: "As a result of my most recent supply chain check, I believe that the Mesa sapphire operations will have ample supply to cover the iWatch, the 4.7-inch iPhone and the 5.5-inch iPhone with full sapphire cover glass in 2014. Additionally, the maximum sapphire screen capacity of the Mesa facility is likely to exceed 200 million annual units.

"My most recent supply chain check confirms that GT's sapphire business with Apple is likely to approach or exceed $2bn annually or $2.00 earnings per share using an estimated ASP [Average Selling Price] of $10 per unit."

Wall Street will be impressed by these big boules, he continued (we're paraphrasing, you understand).

"Current Wall Street models are only pricing in Apple business at $1b annual or $1.00 earnings per share," Margolis claimed. "My latest supply chain check indicates that Wall Street will likely need to DOUBLE revenue, EPS estimates and price targets once the iPhone 6 and iWatch are released later this year covered in sapphire glass." ®

Intelligent flash storage arrays

More from The Register

next story
Xperia Z3: Crikey, Sony – ANOTHER flagship phondleslab?
The Fourth Amendment... and it IS better
Don't wait for that big iPad, order a NEXUS 9 instead, industry little bird says
Google said to debut next big slab, Android L ahead of Apple event
Microsoft to enter the STRUGGLE of the HUMAN WRIST
It's not just a thumb war, it's total digit war
Back to the ... drawing board: 'Hoverboard' will disappoint Marty McFly wannabes
Buzzing board (and some future apps) leave a lot to be desired
A drone of one's own: Reg buyers' guide for UAV fanciers
Hardware: Check. Software: Huh? Licence: Licence...?
The Apple launch AS IT HAPPENED: Totally SERIOUS coverage, not for haters
Fandroids, Windows Phone fringe-oids – you wouldn't understand
Apple SILENCES Bose, YANKS headphones from stores
The, er, Beats go on after noise-cancelling spat
prev story

Whitepapers

Cloud and hybrid-cloud data protection for VMware
Learn how quick and easy it is to configure backups and perform restores for VMware environments.
A strategic approach to identity relationship management
ForgeRock commissioned Forrester to evaluate companies’ IAM practices and requirements when it comes to customer-facing scenarios versus employee-facing ones.
High Performance for All
While HPC is not new, it has traditionally been seen as a specialist area – is it now geared up to meet more mainstream requirements?
Three 1TB solid state scorchers up for grabs
Big SSDs can be expensive but think big and think free because you could be the lucky winner of one of three 1TB Samsung SSD 840 EVO drives that we’re giving away worth over £300 apiece.
Security for virtualized datacentres
Legacy security solutions are inefficient due to the architectural differences between physical and virtual environments.