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Jan 10th, 2013
Excess capacity to trigger massive consolidation and attrition: Will cell phone display covers come to the rescue? wonders Yole Développement
“Sapphire Substrates 2013”, the new report from Yole Développement.
Yole Développement announces its report “Sapphire Substrates 2013”. This report provides a detailed analysis of the sapphire industry, including revenue, volume and price trends for all major substrate applications. It also includes an extensive list of manufacturers with current and planned capacity, and an analysis of established and emerging manufacturing technologies. The drivers and dynamics of the LED and SoS markets are analyzed, and a preliminary view and plausible scenario are provided on emerging non-substrate applications in cell phones.
Significant overcapacity and low LED substrate prices will affect the profitability and viability of many sapphire players in 2013 and beyond, but emerging applications could transform the industry.
Yole Développement’s report presents historical and future price trends for material and finished wafers, as well as a detailed supply/demand analysis. Volume forecasts are presented for material, standard and PSS wafers, along with a revenue forecast for finished wafers.
LED-on-Si: a looming threat for sapphire makers
In this report, Yole Développement’s team presents a in-depth analysis of the requisite conditions for the success of LED-on-Si, and reveals how GaN could capture some niche markets thanks to higher performance and competitive system-level cost of ownership.
SoS to provide welcome upsides, but could cell phone windows be the next killer application?
The significant capability and capacity build-up and dramatic cost reduction achieved by the sapphire industry in the last three years could open the door for a whole new range of applications. Amongst these, the use of sapphire for small display covers has the potential to be a game-changer and raise the sapphire industry to a completely new level. Despite significant hurdles in terms of cost and manufacturing technologies, all major cell phone OEMs are currently investigating this option. While mass adoption remains uncertain, it is not completely unrealistic -- and due to the current dire situation of their LED-related business, most sapphire makers are eager to help it materialize.
This report analyzes the most recent trends and potential SoS-related upsides, and provides a revenue forecast. Also, the pros and cons of using sapphire in cell phone cover applications are discussed, and various scenarios are presented to illustrate the potential impact in terms of global sapphire demand.
More information about the report here.
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