Demand for sapphire for handsets to grow 25-30%, says GTAT
Julian Ho, Taipei; Adam Hwang, DIGITIMES [Wednesday 23 October 2013]
Demand for sapphire for use in handsets is estimated to grow 25-30%, according to US-based crystal growth equipment and solution provider GT Advanced Technologies (GTAT).
GTAT has been promoting an HVPE (hydride vapor phase epitaxy) GaN system. HVPE systems will be used to produce GaN Epi layers on sapphire for LEDs, GTAT said, adding that the HVPE system is expected to reduce process costs and improve material properties.
Should hear some good things during the upcoming CC at least related to guidance. Shorts better cover while they can.
Sapphire prices expected to rise 10-15% in 1Q14 or 2Q14 (Oct 21)
Sapphire substrate market to nearly triple as demand booms for covers in smartphones, says IHS (Oct 15)
Digitimes Research: STC to expand sapphire ingot capacity (Oct 1)
Sapphire to be used in new iPad, say Taiwan makers (Sep 18)
GT Advanced to write down DSS inventory (Dec 20)
"write down DSS inventory". Will affect the numbers but guidance will be key.
"demand booms for covers in smartphones". Shorts r s'd.
Digitimes Research: Number of LEDs used in Ultra HD TV panels to grow 91% in 2014
Jessie Lin, DIGITIMES Research, Taipei [Monday 21 October 2013]
The number of LEDs used in Ultra HD TV panel backlighting in 2014 is expected to reach 497 million units, up 91% on year, according to Digitimes Research.
The average size Ultra HD TV panel shipped during the year is expected to be 51.3-inches, up from 50-inches in 2013, and the total amount of Ultra HD panels shipped in 2014 is expected to reach 6.3 million units, up from about 2.5 million units in 2013.
Most Ultra HD TV panel demand is still expected to come from China, added Digitimes Research.