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GT Advanced Technologies, AŞ Message Board

  • mk54321 mk54321 Jul 17, 2014 9:39 PM Flag

    Matt Margolis latest published statement

    There is enough sapphire for all iPhone models

    Google the following text:
    iphoneincanada sapphire glass panels limited iphone 6

    GT Advanced can supply upwards of 60 million sapphire screens in 2014, which aligns closely with various reports that Apple will sell 60 million plus iPhone 6 units in 2014.
    GT Advanced has over 2,600 furnaces installed inside the Mesa, AZ sapphire plant and will likely be able to produce over 200 million sapphire screens once all of GT’s 3,000 sapphire furnaces are fully operational by the end of 2014.
    Apple’s inclusion of sapphire in the iPhone 6 goes beyond just scratch resistance and durable. Sapphire unique dielectric properties will enhance touch sensitivity and improve the overall user’s “hands on” experience.

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    • I guess his short buddies have covered.

    • Most accurate analyst out there.

      Sentiment: Strong Buy

    • Latest message positive....

    • Sapphire is a very unique material that is currently known for its toughness and scratch resistance. One additional advantage that is also fairly well known is that sapphire has dielectric properties; what is not widely known, however, is that these dielectric properties of sapphire can significantly improve a user's experience with the touchscreen of a mobile electronic device. Apple's adoption of the "in-cell" technology in 2012 allowed it to remove one layer from the display, and thus also one step in the assembly, of the iPhone 5, which provided significant user-experience improvements such as those mentioned above. Typically, a capacitive touchscreen structure consists of two layers of transparent conducting oxide , often separated by a dielectric layer. GT's patent would enable the TCO/thin dielectric/TCO structure to be moved to the front of the subsurface layer and be covered by a sapphire layer. A sapphire layer covering a TCO layer on top of a transparent subsurface layer would offer an increase in signal strength for the touch sensor, as well as provide a simpler fabrication process, since there is no need for a deposited dielectric layer. Additionally, this modification would also increase the signal strength of the touchscreen sensor relative to a standard touchscreen device, allowing improved sensitivity, accuracy, and/or reduced power consumption in the touch sensor.

      Apple is focused on the durability of its screen as well as the overall user experience. Apple's partnership with GT Advanced sapphire solutions will not only increase the durability of its devices but also enhance the user experience. Sapphire is not only an optically pure solution compared to the current cover screen materials available, but it also allows the device to be thinner by substituting a thicker substrate layer with an ultrathin layer of sapphire. The advent of sapphire Apple's device assembly will result in a significantly better touch screen as well as reducing the power

      • 2 Replies to mk54321
      • The elimination of the deposited dielectric layer results in a cost savings attributable to the switch to sapphire...nobody has attempted to quantify that savings. Remember that any process has associated scrap/losses and thus the elimination of that complexity has savings in both the streamlining of the process as well as yield improvement. We don't have a feel for the total economics so.we keep comparing the material cost for GG to that of the sapphire and drawing conclusions from only one piece of the story.

        Sentiment: Strong Buy

      • Reducing power usage = longer battery time = killing Samsungs WallHugger slam commercials

    • Thanks for the great info MK

      Sentiment: Strong Buy

 
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