Apple recently announced a "sapphire glass anti-oil coating" patent, once again highlighting its high attention to sapphire. Industry insiders pointed out that the above mentioned patent documents can be applied to mobile phones, tablets and other portable devices; accordingly, the next generation of new iPhone products may be equipped with sapphire glass displays expected to heat up significantly.
In addition, recently, sapphire and foundry duo in Taiwan have developed a sapphire disc for polishing wafers to replace diamond discs. The sapphire industrial application has developed in depth. Analysts said that Apple's huge demonstration effect, coupled with the resonance of the LED lighting cycle, sapphire has become the most widely used new material in 2014, and its high prosperity will be lengthened in the future.
The sapphire application field is constantly being expanded. In addition to being widely used in LED lighting display applications, the "Apple effect" will open its wide application in smart terminals, and thus the market space will be huge in the future.
For this sapphire to enter the semiconductor market, some operators estimate that the global wafer diamond disc polishing market will reach NT$10 billion. An analyst from Guotai Junan said that sapphire will become the most widely used new material in 2014. Applications include iwatch and other smart phones such as iPhone6, LED lighting cycle and commercial NB revolution (touchpad, heat sink). For other camera applications (such as security, etc.), sapphire is expected to become a subdivided application component throughout the terminal.
According to the China Securities Journal, with the sapphire concept, some market participants believe that from the current sapphire market boom, such a boom will last at least three quarters.
At present, domestic sapphire producers are generally active in layout. At the SEMICON exhibition in Shanghai in mid-March, Chinese sapphire companies appeared in large numbers, and sapphire producers also collectively optimistic about the application prospects of sapphire and actively laid out the sapphire industry chain.
In addition, since Apple signed the contract for the supply of sapphire materials with the company for many years, the news that the iPhone will use the sapphire screen will not go away. From the extremely leaky internal documents, Apple seems to have purchased enough sapphire crystal furnaces to produce 1-2 billion 5-inch iPhone sapphire screens in Arizona.
Recently, Apple announced a patent for "sapphire glass anti-fouling coating". Apple proposed that the final result of the lamination process of sapphire-transition layer-surface layer is satisfactory, not only can the final finished product remain sapphire. Hard, it can also effectively prevent oil pollution. It's unclear whether the next iPhone and iPad will use sapphire glass as the screen, but many analysts and industry insiders believe that Apple's series of actions are to make sapphire glass the standard for future iPhones.
In addition to the huge effect of Apple, the launch of the LED lighting cycle will also drive the sapphire industry to take the lead in a new round of booming cycles before consumer electronics is widely used. For 2014, sapphire will become a new material application across the mainstream electronics booming industry, and investment opportunities are most worth looking forward to.
At present, LED is still the first demand driven by the sapphire industry. The demand for LED substrates accounts for 80% of sapphire applications, and the LED boom is basically synchronized with the sapphire cycle. In 2014, the lighting cycle was launched, and the supply and demand pattern is expected to return to the high point of 2010. Therefore, it is expected that the price of sapphire will continue to rise in 2014 and enter the boom cycle.
From the research of the industry chain, the price of 2 inch (mm) sapphire crystal rod has increased from 3.5 US dollars at the beginning of the year to 4 US dollars; 4 inches has increased from 12.5 US dollars at the beginning of the year to 15 US dollars. In March, the LED traditional peak season has been opened. Under the background of continuous high capacity utilization, it is expected that such varieties will continue to increase in price in the future, with a quarterly increase of about 10%-20%.
In addition, recently, sapphire and foundry duo in Taiwan have developed a sapphire disc for polishing wafers to replace diamond discs. The sapphire industrial application has developed in depth. Analysts said that Apple's huge demonstration effect, coupled with the resonance of the LED lighting cycle, sapphire has become the most widely used new material in 2014, and its high prosperity will be lengthened in the future.
The sapphire application field is constantly being expanded. In addition to being widely used in LED lighting display applications, the "Apple effect" will open its wide application in smart terminals, and thus the market space will be huge in the future.
For this sapphire to enter the semiconductor market, some operators estimate that the global wafer diamond disc polishing market will reach NT$10 billion. An analyst from Guotai Junan said that sapphire will become the most widely used new material in 2014. Applications include iwatch and other smart phones such as iPhone6, LED lighting cycle and commercial NB revolution (touchpad, heat sink). For other camera applications (such as security, etc.), sapphire is expected to become a subdivided application component throughout the terminal.
According to the China Securities Journal, with the sapphire concept, some market participants believe that from the current sapphire market boom, such a boom will last at least three quarters.
At present, domestic sapphire producers are generally active in layout. At the SEMICON exhibition in Shanghai in mid-March, Chinese sapphire companies appeared in large numbers, and sapphire producers also collectively optimistic about the application prospects of sapphire and actively laid out the sapphire industry chain.
In addition, since Apple signed the contract for the supply of sapphire materials with the company for many years, the news that the iPhone will use the sapphire screen will not go away. From the extremely leaky internal documents, Apple seems to have purchased enough sapphire crystal furnaces to produce 1-2 billion 5-inch iPhone sapphire screens in Arizona.
Recently, Apple announced a patent for "sapphire glass anti-fouling coating". Apple proposed that the final result of the lamination process of sapphire-transition layer-surface layer is satisfactory, not only can the final finished product remain sapphire. Hard, it can also effectively prevent oil pollution. It's unclear whether the next iPhone and iPad will use sapphire glass as the screen, but many analysts and industry insiders believe that Apple's series of actions are to make sapphire glass the standard for future iPhones.
In addition to the huge effect of Apple, the launch of the LED lighting cycle will also drive the sapphire industry to take the lead in a new round of booming cycles before consumer electronics is widely used. For 2014, sapphire will become a new material application across the mainstream electronics booming industry, and investment opportunities are most worth looking forward to.
At present, LED is still the first demand driven by the sapphire industry. The demand for LED substrates accounts for 80% of sapphire applications, and the LED boom is basically synchronized with the sapphire cycle. In 2014, the lighting cycle was launched, and the supply and demand pattern is expected to return to the high point of 2010. Therefore, it is expected that the price of sapphire will continue to rise in 2014 and enter the boom cycle.
From the research of the industry chain, the price of 2 inch (mm) sapphire crystal rod has increased from 3.5 US dollars at the beginning of the year to 4 US dollars; 4 inches has increased from 12.5 US dollars at the beginning of the year to 15 US dollars. In March, the LED traditional peak season has been opened. Under the background of continuous high capacity utilization, it is expected that such varieties will continue to increase in price in the future, with a quarterly increase of about 10%-20%.
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