Home key import and LED lighting warming sapphire demand will erupt

After the introduction of the sapphire substrate into the camera lens module protection cap, apple (Apple) is now actively introducing sapphire substrate Home key. Manufacturers pointed out that the Home bond of the sapphire substrate demand is about 4 times larger than after the lens cap, if Apple officially imported, plus LED lighting warming, sapphire substrate next year from the first quarter demand appeared a large outbreak, including Zhaoyuan, Jingmei, Xin Crystal will benefit.

Sapphire substrate demand multiplier

Sapphire substrate because of corrosion resistance, scratch resistance characteristics, so although the price is nearly 10 times higher than the original protective glass, but Apple still decided to take the lead in the introduction of mobile phone camera lens module protection cap iPhone5. However, because the process of sapphire substrate also need coating, there is still a China coating factory and Bern blue Si responsible for coating processing, however, Zhaoyuan Jingmei, Xin Crystal and other manufacturers, has scored the 2 Film Factory supply chain. Xin jingzuan spokesman Li Jizhen said that the inconvenience response of individual customer status.

Legal person pointed out that Apple's current iPhone sapphire substrate mobile phone camera lens protection cover used by the conversion of about once a month to take 1 million 500 thousand tablets jordan 2 inch sapphire substrate, the Home key is 4 times the size of the cover to calculate, Home key requires about 6 million, so the light is the apple 1 companies, the average per month it takes about 7 million 500 thousand of the 2 inch sapphire substrate, more than the current monthly LED industry needs 4 million 500 thousand.

Only those who plan to expand production conservative

In addition to apple, including Han brand factory LG is also a full range of mobile phone products have been adopted, Samsung (Samsung) is the first introduction of higher order models. In addition, Chinese brands such as ZTE, HUAWEI, Taiwan Factory HTC, etc., is still in the development.

With the increase in demand, sapphire substrate quotes continue to walk. The manufacturer says, the third quarter of 2 inch sapphire substrate price to $6.8, forecast in the fourth quarter will continue to rise to $7.2; 4 inch substrate price also have the opportunity to Cong the current $29 rose to $32. Due to the rise in demand, but the company plans to expand production is relatively conservative, it is understood that the manufacturers believe that, with its expansion, it is better to take advantage of this opportunity to adjust the product mix.