日本はお盆といことで連休でしたね。皆さんはゆっくりとした連休をすごされましたか？
中国は通常通りで、9月には中秋節があり、お休みとなり、また、10月には国慶節があるため、そこが大型連休になりますね。今年は10月1日～7日まで。
ところで、今年上海地区は7月はそこそこ暑かったのですが、8月のは冷夏のようです。8月だというのに、長袖を着ている日々。。今年はエアコンの出番も少なく、もともと電気代はそんなに高くないのですが、さらに安くなりそうです。
さて、LEDinsideがサファイア基板について分析しています。
ご参考に
Production Issues Restrict Apple's Sapphire Cover iPhone 6 Release, Analyzes LEDinside
Despite Apple's plans of launching the iPhone 6 in late 2014, optical demands in handheld devices failed to generate price upticks in the sapphire substrate industry, according to LEDinside, a research subdivision of market-research organization TrendForce.
Sapphire ingot, substrate and patterned sapphire substrate (PSS) prices have all dropped in July 2014, with some product prices down 5%-10% Quarter-on-Quarter (QoQ). The research
organization noted optical demands lagged behind sapphire manufacturers' production expansion, and order volumes have fallen short of expectations.
Sapphire ingot, substrate and patterned sapphire substrate (PSS) prices have all dropped in July 2014, with some product prices down 5%-10% Quarter-on-Quarter (QoQ). The research organization noted optical demands lagged behind sapphire manufacturers’ production expansion, and order volumes have fallen short of expectations. In the sapphire ingot industry, 2-inch ingot prices were down to US $3.5-$4.0, while 2-inch sapphire substrate prices were maintained at US $6.8-$7.2. Four-inch sapphire ingot prices also dropped to US $15-$16, while 4-inch sapphire substrate prices were about US $29-US $31. LEDinside, however, upheld a positive outlook for the sapphire industry performance in second half of 2014, pointing out a new wave of sapphire substrate orders could emerge if the iPhone 6 sales performance were good.
The sapphire material is still being applied in new generation Apple smartphones camera lenses and fingerprint recognition readers. If the iPhone 6 keeps up Apple’s previous smartphone models hot selling record, sapphire demands will be driven by the smartphone’s applications till the end of this year. However, the much anticipated sapphire cover glass remains missing from the picture. Analysis of the iPhone 6 supply chain indicates related component suppliers have to start shipping products to OEMs for assembly in June 2014 to meet the September launch date. Yet, the research institute did not discover demands for smartphone cover glass. The sapphire glass version iPhone 6 will be issued in limited volumes this year, mostly because sapphire ingot manufacturers yield rates were lower than forecasts and issues involved in sapphire glass processing.
Meanwhile, further observations will be required to determine whether Apple’s final iWatch will incorporate sapphire glass cover, said a LEDinside analyst, who declined to be identified. Since
sapphire glass processing is relatively difficult, it would be problematic to mass produce sapphire watch cover glass if the iWatch is 2.5 D. Additionally, sapphire glass processing will become
even more strenuous if the wearable device uses OLED panels.
【NEW】「2014年全世界サファイア基板市場報告」（2014年4月30日発行）
【価格】4000USドル 【言語】英語 【提供フォーマット】電子ファイル
【発行元】LED inside版 http://www.ledinside.com/
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