Click here to close now.

Welcome!

Symbian Authors: Jack Newton, Kevin Benedict, Matthew Lobas, Shelly Palmer, RealWire News Distribution

News Feed Item

Sapphire Substrates 2013

NEW YORK, Jan. 8, 2013 /PRNewswire/ -- Reportlinker.com announces that a new market research report is available in its catalogue:

Sapphire Substrates 2013

http://www.reportlinker.com/p01080616/Sapphire-Substrates-2013.html#utm_...

Significant overcapacity and low LED substrate prices will affect the profitability and viability of many sapphire players in 2013 and beyond, but emerging applications could transform the industry.

The sapphire material shortage experienced from 2010 to early 2011 created a window of opportunity for new entrants. In the last two years, more than 80 companies announced their intention to enter the industry, bringing the potential number of players to 130+ -- with more than 50 of these potential new entrants located in China. Coupled with slow demand from LED makers in 2012, this has created a very challenging environment with cores and wafers often selling at prices at or below manufacturing cost.  Revenues increased 15% in 2011 but are expected to drop 9% in 2012 due to lower Average Selling Prices, despite volume increase and a favorable product mix with the percentage of PSS wafers increasing dramatically. These difficult market conditions will trigger an industry rationalization through consolidation and attrition that should take place in 2013 and 2014; activities that the Yole Finance business unit is monitoring closely. In the long-term, as the environment remains extremely competitive, we expect the industry to evolve toward a more vertically integrated model in order to limit margin stacking. A handful of tier-1 worldwide leaders should emerge from this rationalization, along with smaller tier-2 regional players.

This report presents historical and future price trends for material and finished wafers, as well as a detailed supply/demand analysis. Volume forecasts are presented for material, standard and PSS wafers, along with a revenue forecast for finished wafers.

LED-on-Si:  a looming threat for sapphire makers

All major LED makers are currently exploring opportunities for transitioning from a sapphire-based technology platform to a silicon-based one ("LED-on-Si"); this interest is driven by a potential cost savings of up to 60% at the die level. But while significant progress has been made, the technology still faces hurdles, and it remains to be seen whether the leading proponents of LED-on-Si, like Bridgelux/Toshiba and Lattice Power, will be able to tackle all of the remaining challenges and transition to mass manufacturing in a cost-effective manner. For most other LED companies, LED-on-Si is often an important development axis, but not a necessary milestone on their manufacturing roadmap. The jury is still out, but in the meantime, investments in the large-diameter sapphire platform are often postponed pending the outcome of LED-on-Si.

This report presents an in-depth analysis of the requisite conditions for the success of LED-on-Si, and reveals how GaN could capture some niche markets thanks to higher performance and competitive system-level cost of ownership.

SoS to provide welcome upsides, but could cell phone windows be the next killer application?

The Silicon on Sapphire (SoS) application could represent a nice upside for the happy few that enter the supply chain. Demand more than doubled in 2012 and could do the same in 2013. Leading SoS company Peregrine has developed a compelling Antenna Switch technology that has already achieved vast success in smart phones. The company benefits from strong macro trends in the cell phone market and is developing new components that could further increase not only SoS content per phone, but also wafer demand. Opportunities for these new components (Power Amplifiers and tunable capacitors), as well as for competing technologies developed by companies like Paratek (now part of cell phone maker RIM), may bring new volume applications to sapphire wafer manufacturers.

The significant capability and capacity build-up and dramatic cost reduction achieved by the sapphire industry in the last three years could open the door for a whole new range of applications. Amongst these, the use of sapphire for small display covers has the potential to be a game-changer and raise the sapphire industry to a completely new level. Despite significant hurdles in terms of cost and manufacturing technologies, all major cell phone OEMs are currently investigating this option. While mass adoption remains uncertain, it is not completely unrealistic -- and due to the current dire situation of their LED-related business, most sapphire makers are eager to help it materialize.

This report analyzes the most recent trends and potential SoS-related upsides, and provides a revenue forecast. Also, the pros and cons of using sapphire in cell phone cover applications are discussed, and various scenarios are presented to illustrate the potential impact in terms of global sapphire demand.

Key report features

This report provides a detailed analysis of the sapphire industry, including revenue, volume and price trends for all major substrate applications. It also includes an extensive list of manufacturers with current and planned capacity, and an analysis of established and emerging manufacturing technologies. The drivers and dynamics of the LED and SoS markets are analyzed, and a preliminary view and plausible scenario are provided on emerging non-substrate applications in cell phones.Companies mentioned in this report (sample exceeds 170) Sapphire makers:

Alpha Crystal Technology, Aurora Sapphire,  BIEMT, Changzhi Hongyua, Crystaland, Technology Crystal, Crystal Applied Technology, DJ laser, DK Astec, ECEC, GCL/GAPSS , GTAT, Haotian Optoelectronics Technology, Heifei Crystalbridge, Hyperion, Iljin Display, Jeshine, Jiaozuo City Crystal Photoelectric, KCC, Kyocera, Monocrystal, Namiki, NCB Network, NGC China Transmission, OCI, Procrystal, Rubicon, Saifei, Saint-Gobain, San Chih Semiconductor, Sapphire Technology, SAS, Shinkosha, Silian, SSLM, LG-Siltron LG, Sumitomo Metal Mining, Tera Xtal, Trinity Material, Union Light Technology, USI Opto, Wafer Works and othersEquipment Makers:

Apeks, Arc energy, Crystal Tech, Dai Ichi Giken, Ezan, Fukuda Lab, Greenmore, GTAT,  Juropol, Meyer Burger, OK Sapphire, Omega, Pryroda Engineering, Strasbaugh, Tech Sapphire, Thermal Technology, United Crystal and othersTable of contentsGlossaryExecutive SummaryWhat we Saw, What we Missed2008-2017 Sapphire Substrate Market Forecast   Major Industry Trends  Key Points for 2013   

1 - Industry Overview   

IntroductionSapphire PropertiesMain ApplicationsSapphire Characteristics by ApplicationSapphire Players: Geographic BreakdownSapphire Wafer Manufacturing ProcessSubstrate Value Chain2011 & 2012 (F) Substrate Revenue by Vendor2011 Revenue Bridge2011 Revenue Fluxes2011 & 2012 Geographic Revenue Breakdown2011 Product and Geographic BreakdownSapphire Substrates Price Trends:  Overview2004-2013 Core PricesSimulated Cost Structure for 4" CoresImpact of Yields on 6" Core CostImpact of Product MixCore Extraction: Examples2005-2013 Wafer Price TrendsLong Term Wafer Price Trends Through 2017PSS Price TrendsIndustry Trends to watch for in 2013

2 - Sapphire Substrates for Nitride LED

A: LED Market Overview  Executive Summary  Introduction to HB LEDs GaN LED Chip Design Overview Manufacturing Process OverviewLED Applications  High Brightness LEDs SegmentationCurrent and Long-Term LED Adoption Trends  2008-2020 Packaged LED Revenue Forecast by ApplicationEvolution of Lamp Consumption2008-2020 Packaged LED Die Surface Forecast by Application Recent TrendsPackaged LED Price TrendsB: Nitride LED Manufacturing CapacitypExecutive Summary  Nitride MOCVD Reactor CapacityMOCVD Capacity vs. Demand Q4-2012 Sapphire Consumption per RegionC: Volume and Revenue Forecast Executive Summary  Benefits of Large-Diameter WafersChallenges for Large-Diameters 2008-2017 Sapphire Diameter TrendsWafer Size: What Happened in 2012?Wafer Size: 2013 Trends 8" or not 8"?Sapphire Forecast: Methodology2008-2017 LED Wafer Volume Forecast2008-2017 LED Core Volume ForecastLong-Term Evolution Through 20202008-2020 LED Wafer Revenue ForecastPotential Downside:  Substrate Re-claiming

3-Sapphire Substrates for RF Applications: SOS and BST 

Executive Summary  Latest News from the SoS IndustryIntroduction to SoS Technology SoS via EpitaxySoS via Bonding + Smart Cut Comparison of Architecture: Si CMOS vs. SoS Ultra CMOS® Smart Phone Shipment ForecastHandset Front-End Module: OverviewComparison of Switch TechnologiesSize Comparison of Antenna Switch2005-2012 Peregrine Shipments and RevenueGrowth Drivers: Macro-Trends Growth Drivers: SoS Content per PhoneGrowth Drivers: Tunable Radio ModulesUltra CMOS Technology Trends SoS Supply Chain  SoS Substrates Characteristics SoS Wafer Supply  2008-2017 SOS Wafer Forecast (Revenue and Volumes) Paratek BST Components

4-Worldwide Sapphire Capacity Analysisp

Executive Summary  MetricsImpact of Large-Diameters Crystal Growth Strategies for Large-Diameters2012 and 2013 Material Capacity AnalysisMaterial Capacity: Geographic Breakdown  Material Capacity: Top 20 VendorsWafer Capacity: Geographic BreakdownWafer Capacity: Top 20 VendorsZoom on KoreaCapacity per Vendor in Korea Zoom on Taiwan  Capacity per Vendor in Taiwan Zoom on ChinaCapacity per Vendor in China Zoom on JapanCapacity per Vendor in Japan Zoom on Europe  Capacity per Vendor in Europe Zoom on North America Capacity per Vendor in North America

5 – Patterned Sapphire Substrates (PSS)

Executive Summary  PSS Benefits:  Light Extraction PSS Benefits:  Internal Quantum EfficiencyWhen Are PSS Used?  ExamplesPattern Designs  ExamplesNano-PSSRandom PSSPSS Business Models  PSS Capacity Breakdown Overview of PSS FoundriesPSS Adoption Trends  Adoption Rate per Region and Diameter2008-2017 PSS Volume Forecast2008-2017 PSS Revenue ForecastPSS Manufacturing Process Lithography Technology for PSS Emerging Lithography Technology for PSSWafer Requirements for PSS PSS Metrology  

6 - Sapphire Manufacturing Equipment

Executive Summary  Core & Wafer ExtractionMaterial Defects  Material Quality  Geometric Yield  Process Yield  Overall YieldSapphire Growth Methods: Overview & Main Characteristics KyropoulosCzochralskiHEMVHGFCHESEFGOther Growth Methods Growth Equipment Manufacturers: Introduction  Growth Equipment Manufacturers: OverviewGrowth Equipment Manufacturers by Technology  Growth Equipment Manufacturer Trends  Installed Growth Capacity per Technology: Q4-2012  Slicing and Finishing Equipment

7 - Alternative to Sapphire for LED Applications   

Executive Summary  LED-on-Silicon: Overview LED-on-Silicon: Cost Aspects Potential Benefits Main Challenges TEC MismatchHow to Grow LED structures on Si?Other Challenges for LED-on-SiConditions for Success #1: PerformanceConditions for Success #2: Manufacturing Yields  Conditions for Success #3: CMOS CompatibilityConditions for Success: SummaryLED-on-Si: Major Players LED-on-GaN: Benefits  LED-on-GaN: Substrate AvailabilityLED-on-GaN: Cost Comparison LED-on-GaN vs. LED-on-Si LED-on-GaN: Status  

8 – Non-Substrate Sapphire Applications   

Executive Summary  Overview of Non-Electronic Applications  Handheld Device Applications Why Sapphire?Sapphire for Cell Phones: StatusThe Case for Sapphire Display CoversCamera Lens Cover Opportunity: 2012-2017 Scenario Display Cover Opportunity: 2012-2017 Scenario  Exfoliation: a Potential Enabler?

9 - Company Profiles: Established Vendors

Crystal Applied Technology Inc. (TW)Crystal Wise (TW) Sino American Silicon (TW) Crystaland (CN)GT Advanced Technologies (US) Hansol Technics  ILJIN DisplayKyoceraMonocrystal PLC  NamikiProcrystal Technologies Rubicon Technology  Sapphire Technology (KR) Silian Optoelectronics (CN)Sumitomo Metal Mining (JP) Tera Xtal Technology  USI Optronics Corporation

10 - Company Profiles: Emerging Vendors

GCL OptoElectronic (CN)Haotian Optoelectronic Technology (CN)Hyperion Geocrystal (CN) Jeshine New Materials (CN) OCI (KR)Saifei Sapphire (CN)  Samsung Sumitomo LED Materials (KR - JP)Trinity Materials

To order this report:Phones_and_PDA Industry: Sapphire Substrates 2013

Nicolas Bombourg

Reportlinker

Email: [email protected]

US: (805)652-2626

Intl: +1 805-652-2626

SOURCE Reportlinker

More Stories By PR Newswire

Copyright © 2007 PR Newswire. All rights reserved. Republication or redistribution of PRNewswire content is expressly prohibited without the prior written consent of PRNewswire. PRNewswire shall not be liable for any errors or delays in the content, or for any actions taken in reliance thereon.

@ThingsExpo Stories
The basic integration architecture, as defined by ESBs, hasn’t changed for more than a decade. Most cloud integration providers still rely on an ESB architecture and their proprietary connectors. As a result, enterprise integration projects suffer from constraints of availability and reliability of these connectors that are not re-usable across other integration vendors. However, the rapid adoption of APIs and almost ubiquitous availability of APIs amongst most SaaS and Cloud applications are rapidly redefining traditional integration approaches and their reliance on proprietary connectors. ...
SYS-CON Events announced today that Dyn, the worldwide leader in Internet Performance, will exhibit at SYS-CON's 17th International Cloud Expo®, which will take place on November 3-5, 2015, at the Santa Clara Convention Center in Santa Clara, CA. Dyn is a cloud-based Internet Performance company. Dyn helps companies monitor, control, and optimize online infrastructure for an exceptional end-user experience. Through a world-class network and unrivaled, objective intelligence into Internet conditions, Dyn ensures traffic gets delivered faster, safer, and more reliably than ever.
"We have a tagline - "Power in the API Economy." What that means is everything that is built in applications and connected applications is done through APIs," explained Roberto Medrano, Executive Vice President at Akana, in this SYS-CON.tv interview at 16th Cloud Expo, held June 9-11, 2015, at the Javits Center in New York City.
WebRTC converts the entire network into a ubiquitous communications cloud thereby connecting anytime, anywhere through any point. In his session at WebRTC Summit,, Mark Castleman, EIR at Bell Labs and Head of Future X Labs, will discuss how the transformational nature of communications is achieved through the democratizing force of WebRTC. WebRTC is doing for voice what HTML did for web content.
Today air travel is a minefield of delays, hassles and customer disappointment. Airlines struggle to revitalize the experience. GE and M2Mi will demonstrate practical examples of how IoT solutions are helping airlines bring back personalization, reduce trip time and improve reliability. In their session at @ThingsExpo, Shyam Varan Nath, Principal Architect with GE, and Dr. Sarah Cooper, M2Mi’s VP Business Development and Engineering, will explore the IoT cloud-based platform technologies driving this change including privacy controls, data transparency and integration of real time context wi...
Buzzword alert: Microservices and IoT at a DevOps conference? What could possibly go wrong? In this Power Panel at DevOps Summit, moderated by Jason Bloomberg, the leading expert on architecting agility for the enterprise and president of Intellyx, panelists peeled away the buzz and discuss the important architectural principles behind implementing IoT solutions for the enterprise. As remote IoT devices and sensors become increasingly intelligent, they become part of our distributed cloud environment, and we must architect and code accordingly. At the very least, you'll have no problem fillin...
The 17th International Cloud Expo has announced that its Call for Papers is open. 17th International Cloud Expo, to be held November 3-5, 2015, at the Santa Clara Convention Center in Santa Clara, CA, brings together Cloud Computing, APM, APIs, Microservices, Security, Big Data, Internet of Things, DevOps and WebRTC to one location. With cloud computing driving a higher percentage of enterprise IT budgets every year, it becomes increasingly important to plant your flag in this fast-expanding business opportunity. Submit your speaking proposal today!
The 5th International DevOps Summit, co-located with 17th International Cloud Expo – being held November 3-5, 2015, at the Santa Clara Convention Center in Santa Clara, CA – announces that its Call for Papers is open. Born out of proven success in agile development, cloud computing, and process automation, DevOps is a macro trend you cannot afford to miss. From showcase success stories from early adopters and web-scale businesses, DevOps is expanding to organizations of all sizes, including the world's largest enterprises – and delivering real results. Among the proven benefits, DevOps is corr...
17th Cloud Expo, taking place Nov 3-5, 2015, at the Santa Clara Convention Center in Santa Clara, CA, will feature technical sessions from a rock star conference faculty and the leading industry players in the world. Cloud computing is now being embraced by a majority of enterprises of all sizes. Yesterday's debate about public vs. private has transformed into the reality of hybrid cloud: a recent survey shows that 74% of enterprises have a hybrid cloud strategy. Meanwhile, 94% of enterprises are using some form of XaaS – software, platform, and infrastructure as a service.
The Internet of Things is not only adding billions of sensors and billions of terabytes to the Internet. It is also forcing a fundamental change in the way we envision Information Technology. For the first time, more data is being created by devices at the edge of the Internet rather than from centralized systems. What does this mean for today's IT professional? In this Power Panel at @ThingsExpo, moderated by Conference Chair Roger Strukhoff, panelists addressed this very serious issue of profound change in the industry.
SYS-CON Events announced today that Secure Infrastructure & Services will exhibit at SYS-CON's 17th International Cloud Expo®, which will take place on November 3–5, 2015, at the Santa Clara Convention Center in Santa Clara, CA. Secure Infrastructure & Services (SIAS) is a managed services provider of cloud computing solutions for the IBM Power Systems market. The company helps mid-market firms built on IBM hardware platforms to deploy new levels of reliable and cost-effective computing and high availability solutions, leveraging the cloud and the benefits of Infrastructure-as-a-Service (IaaS...
Internet of Things (IoT) will be a hybrid ecosystem of diverse devices and sensors collaborating with operational and enterprise systems to create the next big application. In their session at @ThingsExpo, Bramh Gupta, founder and CEO of robomq.io, and Fred Yatzeck, principal architect leading product development at robomq.io, discussed how choosing the right middleware and integration strategy from the get-go will enable IoT solution developers to adapt and grow with the industry, while at the same time reduce Time to Market (TTM) by using plug and play capabilities offered by a robust IoT ...
Internet of Things is moving from being a hype to a reality. Experts estimate that internet connected cars will grow to 152 million, while over 100 million internet connected wireless light bulbs and lamps will be operational by 2020. These and many other intriguing statistics highlight the importance of Internet powered devices and how market penetration is going to multiply many times over in the next few years.
To many people, IoT is a buzzword whose value is not understood. Many people think IoT is all about wearables and home automation. In his session at @ThingsExpo, Mike Kavis, Vice President & Principal Cloud Architect at Cloud Technology Partners, discussed some incredible game-changing use cases and how they are transforming industries like agriculture, manufacturing, health care, and smart cities. He will discuss cool technologies like smart dust, robotics, smart labels, and much more. Prepare to be blown away with a glimpse of the future.
Explosive growth in connected devices. Enormous amounts of data for collection and analysis. Critical use of data for split-second decision making and actionable information. All three are factors in making the Internet of Things a reality. Yet, any one factor would have an IT organization pondering its infrastructure strategy. How should your organization enhance its IT framework to enable an Internet of Things implementation? In his session at @ThingsExpo, James Kirkland, Red Hat's Chief Architect for the Internet of Things and Intelligent Systems, described how to revolutionize your archit...
It is one thing to build single industrial IoT applications, but what will it take to build the Smart Cities and truly society-changing applications of the future? The technology won’t be the problem, it will be the number of parties that need to work together and be aligned in their motivation to succeed. In his session at @ThingsExpo, Jason Mondanaro, Director, Product Management at Metanga, discussed how you can plan to cooperate, partner, and form lasting all-star teams to change the world and it starts with business models and monetization strategies.
SYS-CON Events announced today that BMC will exhibit at SYS-CON's 16th International Cloud Expo®, which will take place on June 9-11, 2015, at the Javits Center in New York City, NY. BMC delivers software solutions that help IT transform digital enterprises for the ultimate competitive business advantage. BMC has worked with thousands of leading companies to create and deliver powerful IT management services. From mainframe to cloud to mobile, BMC pairs high-speed digital innovation with robust IT industrialization – allowing customers to provide amazing user experiences with optimized IT per...
There will be 150 billion connected devices by 2020. New digital businesses have already disrupted value chains across every industry. APIs are at the center of the digital business. You need to understand what assets you have that can be exposed digitally, what their digital value chain is, and how to create an effective business model around that value chain to compete in this economy. No enterprise can be complacent and not engage in the digital economy. Learn how to be the disruptor and not the disruptee.
The Internet of Things is not only adding billions of sensors and billions of terabytes to the Internet. It is also forcing a fundamental change in the way we envision Information Technology. For the first time, more data is being created by devices at the edge of the Internet rather than from centralized systems. What does this mean for today's IT professional? In this Power Panel at @ThingsExpo, moderated by Conference Chair Roger Strukhoff, panelists will addresses this very serious issue of profound change in the industry.
Business as usual for IT is evolving into a "Make or Buy" decision on a service-by-service conversation with input from the LOBs. How does your organization move forward with cloud? In his general session at 16th Cloud Expo, Paul Maravei, Regional Sales Manager, Hybrid Cloud and Managed Services at Cisco, discusses how Cisco and its partners offer a market-leading portfolio and ecosystem of cloud infrastructure and application services that allow you to uniquely and securely combine cloud business applications and services across multiple cloud delivery models.