Apple watch sapphire alone difficult rebirth welcome diversification machine

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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