Korean media is reporting this morning that LG and Samsung are sampling sapphire for mobile cover displays. Currently the leading sapphire growth and equipment manufacturer GT Advanced Technologies is operating the largest sapphire manufacturing facility in the world on behalf of Apple. Apple is expected to add sapphire cover displays to its highly anticipated iPhone 6 mobile phone later this year. The biggest knock on sapphire cover screens has been price and availability but perhaps one of both of these factors is about to change.
Full Disclosure I am long GTAT and I have joined PTT Research. My premium Forensics Newsletter is scheduled to launch on June 2nd. The premium paid service option will grant my paid subscribers exclusive content weeks before my analysis is published on Seeking Alpha, the Obscure Analyst blog or any other website. Another advantage of PTT is the subscriber Forum that allows sharing of ideas and analyst Q&A. Did you know, that subscription based investment newsletter are typically tax-deductible?