Supply chain
Digitimes Research: GTAT may supply only 9.0-16.6% of iPhone sapphire screen covers in 2014
Jessie Lin, DIGITIMES Research
Friday 14 March 2014

US-based GT Advanced Technologies (GTAT) is setting up a factory in Arizona for exclusive supply of sapphire to Apple, with the factory to be able to meet only 9.0-16.6% of demand for sapphire used in screen covers of a new-generation iPhone in 2014, according to Digitimes Research.

The estimation is based on GTAT's forecast sales of US$188-348 million from sapphire material (not including sapphire crystal growing equipment and technology). Typical production cost for a 4-inch sapphire wafer is US$30, Digitimes Research indicated.

Assuming that the new-generation iPhone will have a 5-inch screen, then the forecast sapphire revenues are translated into output of 6.27-11.6 million 5-inch sapphire-made screen covers. As Digitimes Research estimates that Apple will ship 70 million units of the new-generation iPhone in 2014, the output of sapphire screen covers frm GTAT will account for 9.0-16.6% of the iPhone shipments.

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