Feeds

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

Big enough stones to please Wall St, too, apparently

Intelligent flash storage arrays

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." ®

Top 5 reasons to deploy VMware with Tegile

More from The Register

next story
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
Netscape Navigator - the browser that started it all - turns 20
It was 20 years ago today, Marc Andreeesen taught the band to play
A drone of one's own: Reg buyers' guide for UAV fanciers
Hardware: Check. Software: Huh? Licence: Licence...?
Jaguar Sportbrake: The chicken tikka masala of van-sized posh cars
Indian-owned Jag's latest offering curries favour with us
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
Here's your chance to buy an ancient, working APPLE ONE
Warning: Likely to cost a lot even for a Mac
Xiaomi boss snaps back at Jony Ive's iPhone rival 'theft' swipe
I'll have a handset delivered. Judge us after you try us...
prev story

Whitepapers

Forging a new future with identity relationship management
Learn about ForgeRock's next generation IRM platform and how it is designed to empower CEOS's and enterprises to engage with consumers.
Why cloud backup?
Combining the latest advancements in disk-based backup with secure, integrated, cloud technologies offer organizations fast and assured recovery of their critical enterprise data.
Win a year’s supply of chocolate
There is no techie angle to this competition so we're not going to pretend there is, but everyone loves chocolate so who cares.
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?
Intelligent flash storage arrays
Tegile Intelligent Storage Arrays with IntelliFlash helps IT boost storage utilization and effciency while delivering unmatched storage savings and performance.