Feeds

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

Big enough stones to please Wall St, too, apparently

Secure remote control for conventional and virtual desktops

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." ®

Providing a secure and efficient Helpdesk

More from The Register

next story
TEEN RAMPAGE: Kids in iPhone 6 'Will it bend' YouTube 'prank'
iPhones bent in Norwich? As if the place wasn't weird enough
George Clooney, WikiLeaks' lawyer wife hand out burner phones to wedding guests
Day 4: 'News'-papers STILL rammed with Clooney nuptials
iPAD-FONDLING fanboi sparks SECURITY ALERT at Sydney airport
Breaches screening rules cos Apple SCREEN ROOLZ, ok?
Crouching tiger, FAST ASLEEP dragon: Smugglers can't shift iPhone 6s
China's grey market reports 'sluggish' sales of Apple mobe
Apple's new iPhone 6 vulnerable to last year's TouchID fingerprint hack
But unsophisticated thieves need not attempt this trick
The British Museum plonks digital bricks on world of Minecraft
Institution confirms it's cool with joining the blocky universe
How the FLAC do I tell MP3s from lossless audio?
Can you hear the difference? Can anyone?
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.
Storage capacity and performance optimization at Mizuno USA
Mizuno USA turn to Tegile storage technology to solve both their SAN and backup issues.
The next step in data security
With recent increased privacy concerns and computers becoming more powerful, the chance of hackers being able to crack smaller-sized RSA keys increases.
Security for virtualized datacentres
Legacy security solutions are inefficient due to the architectural differences between physical and virtual 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.