Taipei, Monday, November 20, 2017
05:48 (GMT+8)

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.

Related stories
GTAT financial woes likely stem from low yield rates, say Taiwan makers (Oct 9)
Digitimes Research: GTAT estimated to supply up to 1.35-2.25 million 5.5-inch iPhone sapphire covers in 2014 (Aug 22)
Digitimes Research: Sapphire demand to reach over 108 million mm in 2015 (Aug 12)
Digitimes Research: Taiwan PSS makers keep expanding capacities in 2014 (Jun 23)
Digitimes Research: Taiwan makers take up 28.6% of MOCVD in operation globally in May (Jun 11)
Foxconn rumored to land 5.5-inch iPhone orders; Wistron gets 4-inch phone orders (May 27)
Digitimes Research: Global sapphire capacity to remain unchanged in 2014 (Apr 10)
Sapphire ingot prices to continue to hike in 2Q14 (Mar 20)
Digitimes Research: GTAT able to supply sapphire for over 30 million iPhone screen covers due to Apple funding (Nov 8)
Demand for sapphire for handsets to grow 25-30%, says GTAT (Oct 23)
Digitimes Research: STC to expand sapphire ingot capacity (Oct 1)
Digitimes Research: Sapphire 2-inch substrate prices to be around US$8/unit in 2013 (May 9)
South Korea sapphire makers to benefit from Rubicon-LG Innotek contract termination (Feb 22)


© DIGITIMES Inc. All rights reserved.
Please do not republish, publicly broadcast or publicly transmit content from this website without written permission from DIGITIMES Inc. Please contact us if you have any questions.