The iPhone6 conference is approaching, but on the scale of the sapphire, the industry is still uncertain. DIGITIMES8 month 25 days reported this year, apple mobile phone use sapphire probability is still small, is expected to adopt a sapphire Apple mobile phone to only one quarter of next year may achieve mass production.

IPhone short term or not using the

Industry is rife, Apple will hold the conference in September 9th, announced a new generation of mobile phone iPhone6. The industry on the iPhone hardware evolution's main focus is on the body the sapphire. Before, Apple has acquired sapphire manufacturer GTAT, and use the HOME key sapphire materials in iPhone5. Analytic personage thinks, Apple will be possible in the iPhone6 products will be the first time the sapphire material to cover the entire screen, Corelle gorilla cover glass replace early adopted.

Despite the current hardware evolution of intelligent mobile phone has slowed sharply, but Apple's status in the industry determines its every innovation will still affect the nerve. If the sapphire material employed on a large scale in iPhone6 products, not only represents the change direction of the intelligent mobile phone screen material, more on the explosive growth of sapphire industry to greatly boost.

According to the media before, iPhone6 may have two versions, respectively is 4.7 inch and 5.5 inch, 4.7 inch will still use the traditional plate glass, while the 5.5 inch will use sapphire. However, a number of industry organization said, from the analysis of supply chain status, subject to capacity and cost down, short-term inside Apple will sapphire large-scale applications to mobile phone still has not little difficulty. The DIGITIMES report, GTAT provides to Apple's 5.5 inch sapphire mobile phone screen in this year will not be able to supply large quantities, formal be born in 2015 may have to.

The report, apple on sapphire supplier GTAT fourth advance payment to pay in October. While the GTAT before the foreign said, the sapphire in August to enter mass production stage, this year has been no time to complete the large-scale ship. In addition, 5.5 inch screen mobile phone with sapphire cost could reach $100 / piece, and the cover glass cost only about $5-10, and this is short-term inside cannot be one of the reasons the sapphire market acceptance.

Domestic enterprises ahead of the layout of

Although the leading demonstration effect have not yet been born, but the industry is still optimistic about the same sapphire industry prospects.

As early as 2012 apple iPhone5 mobile phone to use sapphire as the camera lens, and then to 2013 apple to iPhone5S in the use of sapphire glass HOME key, the industry will have sapphire as the hardware of future intelligent mobile phone standard choice. Forecast report shows, with the large-scale application of sapphire in the mobile phone lens, the Home key, the screen protection glass, sapphire market share from 15% in 2013 to 55% in 2015.

The sapphire material weaknesses only cost. The personage inside course of study points out, the cover glass manufacturers have been considering the problem of price, the future of sapphire prices will also be expected.

From the observation of the capital market, each big company smell opportunities already ahead of action. Analysts have pointed out, apple large-scale use of sapphire follow practices, will inevitably lead to the stock market more Samsung brand, thus stimulating the intelligent mobile phone supporting hardware market another round of high growth.


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After the madness 2010-2011 expansion, the sapphire material industry then experienced a serious oversupply of capacity brought low tide, sapphire material prices also continue to continue to decline, two-inch flat substrates from 2012 when more than 30-year highs high dollar has fallen nearly 7 dollars historic lows. 2013, both the international giants, or engaged in domestic Sapphire Dan Changjing and substrate processing enterprises, to hand over the transcripts can be said to be gloomy, most enterprises at a loss, only a small part of the business to achieve profit.

With the strong growth of LED general lighting market, LED upstream manufacturing capacity utilization also continue to climb, with the first half of 2014, global LED manufacturers basically at full production capacity of the state, the domestic LED epitaxial chip companies such as three-tier security Optoelectronics, are also in full production status. According to SEMI China forthcoming & ldquo; upstream Chinese LED manufacturing report 2014 & rdquo; show that in 2014 China LED manufacturing capacity upstream rate is expected to reach nearly 90% (excluding discontinued manufacturers), for sapphire substrate demand will continue to rise . Although the growing demand for sapphire substrates, but LED chip prices continue downward, LED epitaxial silicon class of customers is more difficult to accept price increases demand.

Sapphire ingot prices despite the rise in recent months, but long grain between domestic companies due to differences in product yield, technical route, regional energy costs, the profitability of the application structure has also been caused by differentiation, whole grain companies currently long profitability is still limited. On the other hand, due to the crystal rod prices, making sapphire flat sheet processing in business costs go up so the current level of sapphire substrates almost still no money or even losses. The sapphire substrate manufacturing sector in the PSS (patterned sapphire substrate, Patterned Sapphire Substrate) due to the current market, there is a certain supply gap and can maintain high profits. Overall, in the LED chip prices continue to trend lower, sapphire bottom nor to the state out of stock, so the limited space of the short-term price sapphire substrate, in the medium term, due to the LED industry boom to rise, with sapphire materials continue to expand in other application areas, the sapphire substrate demand will continue to rise, but whether it will remains to be seen price increases and space.

Compared with a glass material, a sapphire material having a high hardness, scratch resistance and other characteristics. Although the luxury mobile phone brand VERTU long sapphire material as its mobile phone display cover material, but never like Apple caused so much concern. Since Apple iPhone5 2012 on the first import of sapphire material as the camera lens cover has constantly raised market concerns, followed by sapphire material used in the iPhone5S is also extended to the Home key. While industry speculation sapphire material at Apple products where an application will, when in November 2013, a very special Advanced Technologies (GTAT) today announced that it has signed a multi-year period with apples, worth $ 578 million senior sapphire material supply agreement, including Apple plans in Arizona designed to build a content processing sapphire material production plant. This news was disclosed, causing great concern to the industry and lively discussion, although there is still the view that, due to the yield, productivity, technology and other reasons, may not all use the phone on iPhone6 ​​sapphire material as the display cover materials, but Apple the sapphire material applications continue to expand into the next generation devices such as the iPhone and iWatch will be inevitable. It is reported that, GTAT Arizona sapphire plant has installed more than 2,000 seats crystal growth furnace, and Apple's suppliers in China Bern Optics, blue Synopsys has also begun processing 4.7-inch, 5.5-inch iPhone sapphire display cover.

Apple's mobile phone industry as a benchmark for companies, their every move has affected the business industry trend and its supply chain. According to SEMI China survey, whether it is Samsung, LG or Huawei, millet, vivo, Cool, and many other domestic and foreign mobile phone manufacturers have started showing interest in sapphire material, some manufacturers have begun to test small quantities, in the future there will be more more mobile phone manufacturers to use sapphire material added to the camp in the past. 2013, the global smart phone shipments reached 1 billion, and is still rapidly growing, global smart phone shipments in 2014 amounted to 280 million in the first quarter, the top five smartphone vendors shipped a total of approximately 167 million Ministry of sapphire material if the future can continue to import other smart phone manufacturers except Apple, the market will be very huge room for growth.
In addition to smartphones, the future wearable device (WD, Wearable Device) will also become an important application of sapphire material market. Apple only an example, if iWatch can achieve 50 million sales in 2015, for example, only iWatch one can consume about 23 million two-inch sapphire substrate rather (TIE) usage. Therefore, we expect total global consumption Sapphire Sapphire Material years from 2013 to about 60 million to 450 million TIE TIE increase the amount of 2016, including smart phones, wearable devices will be the most important part of the increase, future 5 years sapphire material market is expected to grow over 10 times.

SEMI China has committed to build China's industrial platform to sapphire material, for example, currently SEMICON China LED area brings together many of the world's leading manufacturers of sapphire material and its various process equipment and materials manufacturers need, including Monocrystal, Yunnan Blue crystal, Guizhou Haotian Optoelectronics, Nanjing, Beijing Jing, East Crystal Electronic, Yuan Liang technology, crystal-liter energy, Juropol, Crystal Sense, Kemet, Speedfam, the first well-known companies such as Proton optoelectronic products, including ingot, substrate, PSS , crystal growth furnace, cutting and grinding and polishing equipment and diamond wire, polishing fluid, DPM, providing one-stop solutions. In addition, the area is not only involved in the field of LED sapphire substrate material also used in mobile electronic devices to show sapphire window material, due to the adjacent SEMI China's FPD China touch screen area, LED manufacturing industry in attracting attention but also attract a large number of mobile electronic device displays a high degree of attention to those areas. In addition, SEMI China in May 2014 to explore the establishment of international standards for materials, sapphire Professional Committee, which brings together leading manufacturers and experts at home and abroad to jointly promote the development of international standards sapphire material.


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LED chip link prosperity depends on the demand, but supply depends on the MOCVD devices. After entering the 2 quarter LED chip supply and marketing steel enterprises the main production equipment MOCVD full load production, chip shipments increased inventory at historic lows, some enterprises zero inventory operation.

Supply and demand is expected, the second half of the LED chip will be more balanced and even reverse, in short supply situation in a certain range. Epitaxial chip enterprises with the further release of the expansion of production capacity, profitability has continued to improve. In terms of price, the short-term upward probability is not big, but in the supply and demand improved the situation, prices stabilized.

Since 2014, with the LED epitaxial chip enterprise MOCVD equipment capacity, plus apple with sapphire news stimulation, the upstream sapphire demand better, supply and demand situation improved, sapphire ingot and substrate prices gradually rise slowly.

Since the 2 quarter of 2 inch sapphire ingot prices remain at $5 /mm, and the maximum amount of 2 inch substrate prices rebounded to around $8, the price increase in 15%. but in LED chip prices probability is not the case, and sapphire expanding production capacity, 2 inch sapphire crystal and the substrate is not in short supply. So in the short term the sapphire substrate prices limited space.


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In August 4th, the message says, an LEDinside report published this week so that the people of sapphire screen could be used in the iPhone 6 mass production models proposed strongly suspected.

In addition, the Imperial College London in London (Imperial College) materials department responsible person, the Apple Corp of consultant Neal · El Ford is also presented, based on previously widespread “ iPhone 6 sapphire crystal screen ” video, the new iPhone screen can't be blue gem.

Earlier media reports, apple iPhone 6 will become the biggest yet release activity. Reported that, before the end of 2015 the total output of the models will reach 70000000 to 80000000.


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