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Apple watch sapphire alone difficult rebirth welcome diversification machine

Details: Category: Tungsten & Sapphire Growth Furnace News; Published on Tuesday, 07 April 2015 14:56; Written by HJF; Hits: 2341

Past the traditional sapphire industry, including window film market and LED sapphire substrate market, which tend to customized window film market, the price elasticity is small. The substrate market accounted for more than 70% of the traditional sapphire market demand, but the market will depend on the substrate of LED epitaxial wafers downstream demand.

With the rapid growth of energy-saving ideas to take root and smart phone applications, and ease the excess supply in the past few years to bring the sapphire ingot market problems.

As a former iPhone6 the abandoned child, now will become the darling AppleWatch, sapphire what should we do? For more in-depth understanding of the current status of the market development sapphire.

Window materials market is still in its infancy yield is still the bottleneck

In SemiconChina2015 eve of the opening, and was abandoned by Apple iPhone6 sapphire, was AppleWatch reuse, so that once troubled sapphire industry usher in a new machine. With AppleWatch appeal, sapphire business again launched a large-scale offensive into the consumer electronics field.

On SemiconChina, Lei Xue expressed, the current large-scale use ordinary phone completely sapphire very unrealistic. According to the said Kyocera is the only large-scale use of sapphire ordinary mobile phone, while Jiang 苏恒嘉 as its suppliers, shipments will be around 10,000. That, although they need for the entire mobile phone industry is minimal, but this is just the beginning.

Which are all known to the sapphire in the technology industry pushed up to the summit, is 年底 2013 GTAT with Apple signed a $ 578 million worth of sapphire supply agreement. But then Apple released iPhone6Plus iPhone6 and does not use a sapphire screen, GTAT also led directly to bankruptcy. This gives the whole "full swing" sapphire industry poured "cold." At that time, many companies caught in a loss even sapphire toward collapse. For a time, the sapphire industry "collapse theory" rampant. It was alleged that Apple abandoned GTAT sapphire cause bankruptcy, mainly due to yield problems.

Xue Lei said this, in fact, good low mobile phone screen is not good on the low processing, but the processing can be passed out of something related to testing, such as the four-point bending test, drop ball testing, strength testing, and so on. It is for this reason, sapphire screen has been criticized yield problems before people.

Wearable market uncertainty

In prior GoogleGlass (Google glasses), FitbitFlex (Wireless Intelligent bracelet) and the "halo effect" Samsung GalaxyGear smart watches, smart wearable devices in 2013 can be described as a hit, and continue to simmer, has developed into the most popular industry One, while the sapphire window material as wearable seemingly been fully benefit, but whether it really usher in a new machine?

According to Lei Xue introduced on sapphire used in wearable, although yields than in the smart phone application to be higher than a big cut, but there is still wearable market uncertainty. In applewatch example, although very powerful, but only 18 hours battery life, greatly reducing the user experience. And the current smart phones watch most of the functions can be replaced, except in some areas, such as motion detection, so the current consumer market for smart watches do not have the need for it.

In addition, Lei Xue also believe, applewatch spot will be the largest-selling edition, and according to its disclosure, together with Apple fired a hot Huawei watch table mirror sapphire processing requirements with Applewatch sapphire cover processing requirements are not the same.

According to Lei Xue said the most common on the market today sapphire sapphire watches are very poor, but applewatch uses a high-quality sapphire KY Class A direction.

For applewatch sapphire, Xue Lei said, not only because of wear and easy to scratch, but because once the glass will not be able to achieve some special features, including 3D touch technology, and this is the true meaning of the Apple sapphire. For the domestic mobile phone manufacturers sapphire, Lei Xue think basically follow the trend of the material, but in a real sapphire-based applications developed their own characteristics, and did not break, does not make sense, which is why the domestic mobile phone manufacturers to cover interest sapphire small, not big production reasons.

LED channel diversification is still the mainstream channels and thus respond to a price war

According to the 2013 industry data show, LED sapphire material applications accounted for 78% of total demand, which accounted for 97% of the substrate. While at Apple, led by Huawei, VIVO, a large cola and other smart phone manufacturers in China using a sapphire cover quite positive, strategy and more flexible. However, production is limited by the lack of cover sapphire, sapphire cover current phone to high version as the main location, so the current consumption of the sapphire material market or on the LED substrate.

But with the gradual release of new capacity, sapphire production capacity to meet the demand for more consumer electronics market, the rapid expansion of the market. Driven by the demand for consumer electronics, long tail, sapphire industry will gradually enter the amount of profit growth of good times together.

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Liquid metal to create the ultimate fusion of sapphire iPhone

Details: Category: Tungsten & Sapphire Growth Furnace News; Published on Monday, 30 March 2015 15:54; Written by HJF; Hits: 2397

Today is very popular electronic devices, mobile phones, tablets, personal computers, watches, glasses and headphones. These electronic devices have in common is that each generation update will add more new features, thus circuit within the device are increasing, less and less space available.

Some electronic devices using cover glass or other hard, transparent elements to protect the screen. The main purpose of this cover is to protect the glass screen, but from the perspective of maximizing the available space electronics circuit point of view, the existence of such a cover glass is a waste of space.

And electronic equipment in order to protect the screen, sapphire or other hard ceramic materials are usually used. Because the relationship between the hardness of these materials to cutting, grinding and polishing caused a lot of difficulties. In order to take advantage of these spaces, Apple came up with these materials perfect way to electronic components embedded in its interior. This is the United States Patent and Trademark Office recently published an Apple patent.

Apple said the new structure will allow the device screen becomes thinner. After the built-in electronic components such as sapphire, it can be part of the device housing; and since sapphire is transparent, it is also covering the screen glass.

A similar patent Apple also got last year, the sapphire and liquid metal fused together, simple point that is, to make such a device with a sapphire iPhone screen, while the body material is a liquid metal, namely liquid metal and sapphire Screen encounter, create the ultimate iPhone.

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Apple finally sapphire, sapphire market will become explosive growth

Details: Category: Tungsten & Sapphire Growth Furnace News; Published on Monday, 16 March 2015 14:54; Written by HJF; Hits: 2452

Sapphire screen with anti-scratch and drop, etc., with great influence of Apple in the electronics industry, is expected to become the standard configuration sapphire some electronic products, sapphire industry demand will show a blowout status, good sapphire chain.

Apple recently released applewatch, Sapphire has become the standard version of the screen material configuration. applewatch sapphire sapphire screen will greatly enhance the demand, the industry is expected to only applewatch sapphire purchases more than 20% of global production of sapphire.

Gradually pick up in demand as well as Apple products are intended to carry the whole drive under sapphire, sapphire future will usher in the explosive growth. If the future of Apple's mobile phone screen all sapphire, the only piece of the screen is equivalent to seven times demand global sapphire production in 2013; in addition, related supplies will usher in the explosive growth, the required value of the diamond wire corresponding to 20 billion. And if other smartphones than Apple also promote the sapphire screen applications, the demand will continue to increase, with a market size of sapphire diamond wire will be more than million dollars.

With the outbreak of future demand and production of sapphire, the demand for related supplies also have more explosive growth. According to 2013 Global 130 000 000 2-inch slices to calculate the value of diamond wire consumption amounted to about 244 million yuan. If used in all future Apple screen sapphire, market capacity increased 7 times the value of the diamond wire required corresponding to 20 billion yuan.

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Land plants or plant alliance with Taiwan outbreak sapphire opportunities

Details: Category: Tungsten & Sapphire Growth Furnace News; Published on Monday, 23 March 2015 15:08; Written by HJF; Hits: 2446

TrendForce Green's career LEDinside chief analyst at China, said Wang Fei, Apple Watch exponentially after implantation listed industrial demand for sapphire, sapphire industry a chance to make the cut to become one of the new materials industry of China has a global competitive advantage. According to reports, there are mainland Chinese and Taiwanese manufacturers sapphire plant, does not exclude the shares or strategic alliances.

Blue Synopsys and Byrne optical despite a major supplier of Apple Watch cover glass from mainland China, Taiwan plant seems to eat less opportunities, but Jingmei has Qieruboen supply chain in Taiwan, the Taiwan plant still have a chance next generation access work orders, along with the application of universal sapphire, sapphire factory synchronized to benefit both sides. Coincidentally, just do a cash capital increase over last year, Jia Jing, recently a further handle no more than 6,000 shares of private placement, rumored to introduce strategic alliance partners, Jia Jing of shareholders will be held temporarily in March 31.

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Sapphire applications open space, whether a second spring has come

Details: Category: Tungsten & Sapphire Growth Furnace News; Published on Monday, 09 March 2015 15:04; Written by HJF; Hits: 2367

Apple has issued invitations to the media persons in recent days, and is scheduled for March 9 Pacific Time (Beijing time at 1:00 on March 10) will hold a special conference in San Francisco Yerba Buena. The invitation slogan for "SpringForward", which previously AppleWatch concern will come to the party, including the sales price and the specific launch time.

According to analysts revealed that 40% of AppleWatch will be equipped with sapphire cover plate optics supplied by Byrne. And if you follow the cover of yield increase causing prices to fall, do not rule out the proportion AppleWatch with sapphire further improved. Sapphire once iPhone6 the abandoned child, but now it has become the darling of AppleWatch. At the same time, Apple suppliers sapphire blue Synopsys recently listed approved. Superposition of multiple positive, the sapphire plate is a second spring has come?

Apple frequently concern sapphire, sapphire applications open space

Sapphire is a concept from the beginning sought GTAT announced last year with Apple signed a multi-year, $ 578 million worth of high-grade sapphire material supply agreement.

And even if Apple and GTAT and cooperation ended, continue to be exposed in the news or ongoing sapphire display Apple patent reserves. In February, Apple approved a sapphire display the new patent. The patent will help Apple to become a pioneer in the new field of display materials. In the patent documents, Apple describes in detail a variety of sapphire crystal used in electronic devices methods, such as covering the iPhone camera lens with a sapphire glass, or the entire phone screen.

"Consumer electronics applications sapphire sapphire growth of new open space." Orient Securities anonymous analysts believe that if the sapphire lens used in mobile phones, Home, screen protective glass, then to 2016 the global smart phone by 1.658 billion computing, mobile application penetration sapphire lens rate of 80%, Home key sapphire application penetration rate of 25%, sapphire screen phone penetration rate of 15% applied, the sapphire application market of nearly $ 5 billion of new space will be more than five times the space LED substrate material.

Industry sources pointed out that LED demand growth, the smartphone market demand for sapphire substrates also achieved strong growth in the past few years to ease the oversupply sapphire ingot market to bring trouble. By 2014, the ratio for the production of smart phones and other mobile devices, parts of Sapphire Ingot demand total demand will rise by 5% last year to 20 percent.

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