LED and Mobile Device Demands Spurs Sapphire Manufacturer Production Expansion Trend in 2014, says TrendForce

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May 8, 2014—Increased demands from the LED and mobile device application market have spurred sapphire manufacturers to expand sapphire ingot, sapphire wafer, and PSS production, according to the recent 2014 Global Sapphire Substrate Market Report from LEDinside, the green energy research division of TrendForce. 

Sapphire ingot equipment production capacity (TIE) in 2013 was 145 million millimeters per year. Booming LED market demands starting in the first half of 2014 lead to a supply squeeze in ingot, causing prices to rise slightly. Moreover, several manufacturers restarted expansion plans due to increased demand for sapphire material used in mobile device application. It is estimated that sapphire ingot equipment production capacity will increase 53 percent YoY to 222 million millimeters per year in 2014. 

In terms of sapphire wafer, manufacturers are optimistic about market demand and have been actively expanding sapphire wafer production. With consideration to market demand and tax rate, Taiwanese manufacturers Crystalwise, Tera Xtal Technology, and Crystal Applied Technology have set their sights on expanding production in China. Global sapphire substrate market value for LED application in 2013 was US $549 million and is anticipated to increase to US $934 by 2016. 

PSS manufacturers have benefited from Taiwanese and Chinese LED chip manufacturers’ introduction of PSS in mass. Manufacturers including Rigidtech, Crystalwise, Zhejiang Crystal-Optech, and Sino Nitride Semiconductor have seen good performance after switching from 2 inch to 4 inch pattern sapphire substrate production. PSS market market value has increased 8 percent from US $656 million in 2013. The continued increase in manufacturers introducing PSS and rise in large size wafer production volume will drive up PSS market market value to US $1.1 billion by 2016, said LEDinside. 

 

2014 Sapphire Substrate Market Report

 

Language: English

Date of Publication: May 15, 2014

Format : E-file

Page: 262

 

Chapter I Sapphire Substrate Industry Overview

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1.1 Technology Development  History of Sapphire Substrate Industry 

1.2 Sapphire Substrate Production Process

 

Chapter II Discussion on Advanced technology of Sapphire Substrate Industry

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2.1 Mainstream Sapphire Ingot Technology

2.2 Mainstream Sapphire Substrate Technology

2.3 Mainstream Pattern Sapphire Substrate Technology

LEDinside reserves the right to change the content 

 

Chapter III Discussion on Global Supply Chain Related to Sapphire Substrate

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3.1 Sapphire Substrate Materials Overview

3.2 Sapphire Crystal Growth Furnace Equipment Overview

 

Chapter IV Supply-side Analysis of Global Sapphire Substrate Industry

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4.1 Sapphire Substrate Industry Supply Chain Trend

4.2 Sapphire Ingot Manufacturer Capacity Overview

4.3 Sapphire Substrate Manufacturer Capacity Overview

4.4 Pattern Sapphire Substrate Manufacturer Capacity Overview

4.5 Major Manufacturer’s Business Performance and Market Development

4.6 Sapphire Manufacturer Business Strategies in LED and non-LED Markets

4.7 Sapphire Substrate Industry Sufficiency- Supply and Demand 

 

Chapter V Global Sapphire Substrate Market Price Trend

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5.1 Sapphire Industry Price Trend Analysis- Ingot, CSS, and PSS

5.2 Sapphire Industry Long-term Price Forecast- Ingot 

 

Chapter VI Analysis on Demand for Sapphire Substrate in LED Market

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6.1 LED Market Value and Volume Forecast

6.2 MOCVD Installation Volume Forecast 

6.3 2013~2018 Global LED Market Demand (Total Sapphire Volume and By Region) and Wafer Size Trend 

6.4 Chip Manufacturers' Sapphire Substrate and PSS Supply Chain

6.5 LED Chip Manufacturer Revenue Ranking and Capacity Estimates

6.6 Major LED Chip Manufacturer Profile

6.7 Chip House PSS Introduction Rate and in-house PSS Production Rate

6.8 Advanced LED Chip Technology

6.9 LED Chip Price Trend

6.10 Cost Analysis of Sapphire Substrate in LED Chip

6.11 Sufficiency of Sapphire Substrate in LED Industry- Supply and Demand 

6.12 Analysis on Advantages and Disadvantages of Six-inch Sapphire Substrate

6.13 Alternative Materials of Sapphire Substrate in LED Application Market 

 

Chapter VII Sapphire Substrate in Emerging Applications

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7.1 Window Film and Telecommunications Component Market and Technology Prospect

Sapphire Substrate in SOS Market Overview

SOS in RF IC  and Sensor Application Market

Sapphire Substrate Market in SOS Application

SOS Supply Chain: SOS in CMOS- Peregrine

Compared with Traditional CMOS, UltraCMOS® Has Better Performance

SOS for CMOS: SOI (Silicon On Insulator) Technology will Continue to Substitute for SOS Market in Future

Sapphire Substrate in Windows Film Market Overview

Sapphire Substrate in Medium-Wave Infrared Windows Market Overview 

7.2 Sapphire in Handset Device Market Outlook and Supply Chain Development

Sapphire in Smartphone Overview

Camera Lens: Sapphire Camera Lens in Smartphone

Home Button: Sapphire For Smartphone’s Fingerprint Recognition

Other Manufacturers Ramping

Camera Lens and Home Button Are the Major Application in 2014

Sapphire Cover Glass in Smartphone

Currently, Only a Few Companies Apply Sapphire As Cover Glass, There is Still a Long Way to Go For Mass Production

APPLE Will Apply Sapphire to Protect Screen!

Why Does APPLE Need to Apply Sapphire to Protect Screen?

Challenges to Appear in Introducing Sapphire Screen that APPLE Has to Overcome

a. Increase Capacity: KY Method with Low Drilling Rate, GTAT and STC Methods are More Suitable for Square Panel for Sapphire Cover Glass

b. Increase Capacity: GTAT’s ASF is Helpful Sapphire Cover Glass in Phones

c. Reduce Cost Greatly: Sapphire Substrate Lamination Patent 

d. Reduce Cost: Cutting Technology and Lamination Patent Makes Sapphire Cover Glass to Be Achieved in Short Time

e. Manage Supply Chain: Supply Chain Management: APPLE Ensures the Supply Source of Sapphire Ingot and Assures Quality, GTAT only Applies EMT’s Aluminium Trioxide

f. Manage Supply Chain: Analysis on APPLE Aggressively Secure Sapphire Supply Chain

Phone Camera Lens and Home Button Supply Chain- iPhone 5S & 5C 

Estimated Apple Shipment Schedule 

APPLE iPhone Shipment Schedule and Sapphire Stocking Schedule

Probability Analysis of Applying Sapphire Cover Glass in APPLE iPhone 

7.3 Sapphire Substrates Market Value for Non-LED Applications 

Sapphire Substrates Market Value for Non-LED Applications: 

          Demand Forecast of Sapphire Material in Window Film and Telecommunications Components Markets

Sapphire in Mobile Device Market has Growth Potential

Sapphire Demand Forecast in Mobile Application

Analysis of APPLE iWatch’s Sapphire Screen

The Increasing Proportion of Sapphire Substrate In All Kinds Of Non-LED Application: 

           Handset Device Owns The Most Growth Potential 

 

If you would like to know more details, please contact:

Joanne Wu    +886-2-7702-6888 ext. 972