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Rubicon Technology, Inc. (RBCN) Message Board

  • data_source99 data_source99 Aug 2, 2013 11:37 AM Flag

    Semiconductor Today reports: "Sapphire substrats to face another growth peak"

    The latest issue of Semiconductor Today has a positive article on the market for sapphire substrates, "driven by emerging demand from [sic.] handset market". In particular, the article reported that, "due to oversupply, sapphire substrate quality requirements from LED epiwafer manufacturers have risen, notes LEDinside. Existing LED makers are more willing to use sapphire ingots grown by the Kyropoulos (KY) method, so it has become even more difficult for most [sic.] new-comers to enter the LED supply train. Therefore, except for first-tier manufacturers, the utilization rates of most sapphire ingot manufacturers have been below 50%. However, since the introduction of sapphire for camera lenses in Apple's iPhone 5, demand for sapphire substrates from non-LED applications has begun digesting part of the excess production, bringing the sapphire substrate industry into a virtuous cycle."

    This is good news for the sapphire manufacturing industry, particularly for first-tier sapphire manufacturers that use the Kyropoulos method, like RBCN. Moreover, RBCN is a substantial provider of sapphire substrates for non-LED applications, including for use as SOS substates in smartphone handsets.

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RBCN
10.90+0.37(+3.51%)Apr 17 4:00 PMEDT

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