Apple's fuselage will increase the amount of sapphire substrate Taiwan manufacturers will benefit

It is understood that Apple's attempt to apply the sapphire substrate to the screen of the iPhone is strong, and the patent for the flexible screen applied to the European Patent Office is to use the sapphire substrate and liquid metal. The iPhone body is expected to significantly increase the amount of sapphire substrates. Taiwanese manufacturers are also expected to benefit, including Zhaoyuan, Jingmei and Xinjing, which are expected to break out of the bottom next year.

Sapphire substrate manufacturers said that Apple has actively developed the use of sapphire substrates on the iPhone screen. If it is fast enough, it will not be ruled out that next year's new models may start to be used on the screen of mobile phones. Also helpful.

January quotation increased by 10~15%

In addition to this sapphire substrate and liquid metal patent, Apple has previously applied for a patent entitled "Sapphire Laminates", which describes the production process of sapphire in consumer electronics, with the goal of To reduce the processing cost of the sapphire substrate, as a panel protection layer, or even a device screen.

The sapphire substrate factory said that this year's quotation has fallen to the bottom, and the trend of quotation will be raised upwards next year, mainly because the optical application divides the production capacity. Therefore, the quotation in January next year will increase by at least 10~15% compared with December this year, and the quotation will rise. The trend can continue at least until the second season.

Apple has also signed a sapphire material supply contract with GT Advanced, and also includes patented bonding technology for sapphire substrates and glass. In this regard, Jingmei general manager Chen Yanren said that this shows that Apple really has a strong demand for sapphire substrates, but for Taiwan sapphire manufacturers, there is still an advantage compared with the production cost of extremely advanced technology and technology, so the Taiwan factory still has Opportunity to fight for orders.

iPhone 5s consumes 10% of production capacity

The legal person pointed out that in fact, the Taiwanese sapphire substrate factory has been developing how to apply the product to the iPhone screen, and has also completed the 4-inch finished product. It is understood that Apple is also undergoing certification, but the new machine launched by Apple next year will be Whether the curtain will be 4 inches or larger, these are still uncertain.

Zhao Zhiqiang, general manager of Zhaoyuan, said recently that sapphire substrates are increasingly used in non-LED (Light Emitting Diode) fields, and the company is also developing semiconductor-related applications.

With the demand for sapphire substrates driven by Apple's iPhone 5S, the legal person estimates that the iPhone 5s will consume about 10% of the global sapphire substrate next year. If the fingerprint reader becomes the mainstream equipment for smart phones and tablets, for sapphire substrates. Demand will grow by another 30%. ,

(This article is reproduced on the Internet. The texts and opinions expressed in this article have not been confirmed by this site, nor do they represent the position of Gaogong LED. Readers need to verify the relevant content by themselves.)

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