Abstract Every time the iPhone uses new materials and technologies in production, it will cause the industry to follow suit. This time is no exception. In addition to the mobile phone industry, there are manufacturers and sapphire manufacturers to contact and discuss cooperation. A large number of sapphire production bases have also been established. a blue...
Every time the iPhone uses new materials and new technologies in production, it will cause the industry to follow suit. This time is no exception. In addition to the mobile phone industry, there are manufacturers and sapphire manufacturers to contact and discuss cooperation. A large number of sapphire production bases have also been established. A sapphire company executive revealed that Apple's entry into the sapphire market will change the supply and demand situation of the industry to a certain extent, and the situation of overcapacity will likely be alleviated. However, it is undeniable that the news about the listing of sapphire projects has been heard in recent times. On July 14, Shenzhen Jinglandi Optoelectronics Technology Co., Ltd. signed a sapphire project with a total investment of 6.5 billion yuan. It is understood that the project is located in the Ordos equipment manufacturing base, mainly to build a sapphire crystal furnace production line, which will be constructed in four phases.
Liancheng County, located in Fujian Province in Fujian Province, also completed the sapphire project in this day. It is understood that Liancheng County Sapphire OFweek semiconductor lighting network processing production project is invested by Shenzhen Shenzhen Jingmai Optical Technology Co., Ltd., a manufacturer engaged in the production and sales of sapphire watch glass blanks, with a total investment of 120 million yuan. The first phase of the project has a total investment of 60 million yuan, mainly for processing and production of sapphire application materials.
Jinglandi The first phase of the project, 30 sets of crystal growth furnaces will be installed and commissioned before the end of August 2014. In 2015, 100 long crystal furnaces will be added. At the end of 2016, the number of crystal growth furnaces will reach 500, and by the end of 2018, the crystal growth furnace The total number will increase to 1,500 units. As the overall goal of the project, the project is expected to have an annual output of 3,000 tons and an annual output value of 3.5 billion yuan.
Due to the broad development of the sapphire industry in the future, the raw and auxiliary materials such as high-purity alumina, diamond cutting line, tungsten-molybdenum tantalum, graphite crucible, abrasive and polishing liquid will benefit. A 2-inch film consumes 2.5 meters to 3 meters of diamond wire. According to the global consumption of 130 million 2 inch pieces in 2013, the value of the consumption diamond line is about 244 million yuan. If all future Apple screens use sapphire, the market capacity will increase by 7 times, and the required diamond line value will increase to about 2 billion yuan. If smartphones other than Apple also promote sapphire screen applications, demand will continue to increase, and the market for sapphire diamond rings exceeds 10 billion yuan. Although there are a large number of competitors in the industry, practitioners still maintain optimism, and the problem that needs to be solved now is that sapphire has a low yield and limited production capacity, and needs to be technically prioritized.
How long will the market continue to heat up?
If the rumors of the use of sapphire instead of glass cover at the end of last year, the use of sapphire to replace the glass cover, this is a hot sapphire concept in the emerging application market. Now, like the LED industry in the past, it spreads rapidly across the country. The sapphire project is in full swing. Undoubtedly, in the current LED market, the supply and demand of sapphire is basically stable, and there is not much turmoil, and companies are preparing for scale and strength. "A chip industry official said that as a result, sapphire manufacturers will enter a larger and stronger pattern with the expansion of scale.
"This year, we can see that several large sapphire manufacturers in the industry are actively expanding their existing capacity reserves." The person analyzed that it is clear that listed companies are expanding their capital, and non-listed companies are expanding their production. The purpose is to be in the upcoming The pattern turbulent period grabbed the market leader.
There are professional organizations predicting that the two applications of sapphire materials from 2014 to 2015 will be calculated based on the length of the 2 inch ingot. DIGITIMESResearch estimates that it will reach 80.084 million mm in 2014 (this does not include mobile phone protection screen, the following are the same). In 2015, it will increase to 109 million mm, and the annual growth rate will reach 36%.
If the demand for LED and optical sapphire is calculated separately, the number of LEDs and optical sapphire will reach 82.698 million mm, and the annual growth rate will be 22.3%. The latter demand will be 26,204,000 mm, and the annual growth rate will be 110.6%. Among them, the iWatch application has the largest annual increase; however, in terms of usage, the LED will be 3.2 times that of optical applications in 2015.
To sum up: good, it will let market speculators follow the trend a lot, and the blue ocean of sapphire has gradually turned into the Red Sea, but the low production capacity is a well-known problem in the industry. Therefore, a large number of enterprises have put into production and still have not saturated the market. The author speculates that when the problems of production capacity and yield rate are solved, the output of sapphire products will increase sharply, and the competition for big fish to eat small fish will also begin.
However, the market law tells us that when an industry begins to expand, it will face capacity saturation or even overcapacity. Once the overcapacity is over, the results will be understood by everyone. Therefore, behind the sapphire material hot, Xiao Bian suggested that everyone calm down and think about how to make the sapphire material market develop benign and sustainable.
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