Can the iPhone6 Sapphire wave stimulate the LED industry?
A news that Apple's iPhone6 will be officially launched on September 19 this year has once again pushed this machine to the forefront. The iPhone6 with extremely high attention may have major changes in size, the use of Sapphire on the iPhone has also caused heated discussion.
I won't say much about the popularity of iPhone6 today. Today's focus is on what kind of response this news has caused to the LED field.
As everyone knows, sapphire glass is not only a popular innovation of Apple, but also selected as the screen material of iPhone6 and iWatch, but what people don't know is that it emerged in the LED industry.
According to the Sapphire Substrate Market Report in 2014, it is estimated that the proportion of non-LED market applications will reach 32 in 2014, with the demand for handheld application devices reaching 21.
The increase in market demand for LED and non-LED will also bring bright performance and prospects to the Sapphire Industry.
It means that the usage rate of LED is still the mainstream market of sapphire in recent years. Of course, the price is still important.
For the editor of OFweek semiconductor lighting network, which focuses on the development of LED industry, I think people in the industry are more concerned about what kind of effect this stepping stone to pry open the sapphire market can bring to the LED industry.
The following small editor will show you the news in the LED industry.
Apple sapphire material supplier GTAdvancedTechnologies (GTAT)
It was reported that as early as March, a small amount of Sapphire was shipped to Apple's contract manufacturing partner in mainland China, and mass production was to begin in the second half of 2014.
According to research reports of professional organizations, supply chain surveys show that GTAT's sapphire plant in Arizona apparently began mass production of sapphire as early as March, however, the initial output is not much. It is said that only 100 long crystal furnaces have been used. It is estimated that 1,500 long crystal furnaces will be added in the second half of the year.
However, GTAT shipped only about 2,200 kilograms of sapphire crystal rods to mainland China in March.
MattMargolis, an analyst who had previously disclosed GTAT's purchase of Apple's sapphire crystal growth furnace, said on April 30 that according to UBS's report, a 2,200-kilogram sapphire crystal rod can produce about 100,000 to 115,000 sapphire screens, GTAT may set the price of these sapphire screens at 8. 5-Between $10.
However, StephenChin believes that Apple's mainland foundry partners should currently use these limited amounts of sapphire materials to make the scratch-resistant protective layer of the iPhone5sTouchIDHome key and the protective cover of the camera lens.
In addition, he also estimated in the report that GTAT's Sapphire shipment in March was only about 1 million US dollars, and once the Arizona plant's production capacity is fully opened, apple's mainland foundry partners can receive sapphire materials with a total value of about US $50 million per month.
According to market rumors, GTAT began to expand the operation scale of Arizona sapphire factory in March, possibly to accommodate unknown components with rising production yield.
In addition, the document submitted to the US International Trade Administration in January also showed that Apple will actively expand the production capacity of a key Sapphire part before the end of February, and the part will be sent out to the United States for assembly.
Under the demonstration effect of Apple's large-scale application, other consumer electronics giants are expected to use more sapphire materials.
Apple is pressing a button to stimulate demand for sapphire.
Data show that smart phones will reach 16 in 2016.
With 5. 8 billion units and other smart products, the new space in sapphire application market can reach 5 billion US dollars.
On the message side, after Apple announced its cooperation with sapphire equipment manufacturer GTAT in the fourth quarter of 2013, there were constant rumors in the market that Apple would import sapphire substrates into more of its devices. Recently, foreign media pointed out that, apple will start its sapphire substrate factory in Arizona in February and will produce important sub-components at this factory.
In early November 2013, GTAT announced that it had signed a supply agreement with Apple for sapphire materials, injecting a new catalyst into its stock price.
Industry insiders said that Apple's entry into the sapphire market will change the supply and demand situation of the industry to a certain extent, and the previous overcapacity situation will likely be alleviated.
At the same time, Apple will also bring a strong follow-up effect, and some mid-to-high-end smart terminals will use sapphire as standard in the future.
Recently, South Korea's LG company and some Chinese mobile phone manufacturers have introduced smart phones made of sapphire, which will greatly promote the market demand for sapphire.
Although the sapphire heat wave is higher than the wave, for now, LED is still the demand driver of the sapphire industry.
The demand for LED substrates accounts for 80% of sapphire applications, and the LED economy is basically synchronized with the sapphire cycle. Judging from the investigation of the industrial chain, 2 inches (Per millimeter)The price of sapphire crystal rods has been from the beginning of the year. $5 to $4 to take off; 4 inches from the beginning of the year. $5 to $15.
The lighting cycle started in 2014, and the supply and demand pattern is expected to return to the high point of the economy in 2010. Therefore, Sapphire prices are expected to continue to rise in 2014 and enter the industry cycle together.