Sapphire substrate demand will increase next year, Q1 will rise again

Apple may launch a new iPhone in September. The industry's largest coating plant, Berne Optics, has begun to expand its orders for sapphire substrates and set off a sapphire pull. The industry pointed out that the production capacity of Zhaoyuan, Xinjing Diamond and Jingmei in the third quarter will be fully loaded, and the performance growth momentum will be good. The first quarter of next year will set off another price surge.

In addition to the addition of optical applications in the third season of sapphire, LED lighting has also increased, and the market demand for high-priced PSS substrates has increased, further contributing to the sapphire season 3 continuing the second quarter full load kinetic energy. In addition to Zhaoyuan and Jingmei's large PSS production capacity this year, Xinjing Diamond, Jiajingke and Shangzhi have successively joined the PSS shipping camp, while Ruijie, which has purely shipped PSS substrates in China, has a monthly revenue of more than one month. The record high, highlighting the hot demand for PSS.

According to the industry, the current mobile phone factory that introduces sapphire into the camera lens of the mobile phone, in addition to the largest demand for apples, including some high-end models of LG and Samsung, uses sapphire as the camera, and the camera of the domestic mobile phone manufacturer HTC mobile phone also uses sapphire.

The sapphire industry said that the high-end models on the market are still the most used by Apple. As for Samsung, some low-end models are also in use.

According to the statistics of apples, the consumption of sapphire has been very scary. At present, the monthly demand for 2 inch sapphire substrate is 1.5 million pieces, and Apple uses it for fingerprint identification system, which is better for scratch resistance, dirt resistance and even light transmission. The sapphire will be the best material option, and the future demand has a chance to be more than 4 times that of the current rear lens.

According to Jiajingke, the monthly consumption of the LED market for the 2 inch sapphire substrate is 4.5 million pieces, and the 1.5 million pieces of the Apple mobile phone account for one-third of the original sapphire substrate. In addition, the rise of optical applications The demand for sapphire double-throw substrate has also increased greatly, and the production capacity of the single-throw substrate will be helped to help the sapphire brew a wave of price increases.

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