|By PR Newswire||
|January 8, 2013 07:42 AM EST||
NEW YORK, Jan. 8, 2013 /PRNewswire/ -- Reportlinker.com announces that a new market research report is available in its catalogue:
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 makersAll 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 featuresThis 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
Email: [email protected]
Intl: +1 805-652-2626
Things are being built upon cloud foundations to transform organizations. This CEO Power Panel at 15th Cloud Expo, moderated by Roger Strukhoff, Cloud Expo and @ThingsExpo conference chair, will address the big issues involving these technologies and, more important, the results they will achieve. How important are public, private, and hybrid cloud to the enterprise? How does one define Big Data? And how is the IoT tying all this together?
Oct. 31, 2014 08:15 AM EDT Reads: 1,865
We certainly live in interesting technological times. And no more interesting than the current competing IoT standards for connectivity. Various standards bodies, approaches, and ecosystems are vying for mindshare and positioning for a competitive edge. It is clear that when the dust settles, we will have new protocols, evolved protocols, that will change the way we interact with devices and infrastructure. We will also have evolved web protocols, like HTTP/2, that will be changing the very core of our infrastructures. At the same time, we have old approaches made new again like micro-services...
Oct. 31, 2014 07:00 AM EDT Reads: 1,618
The only place to be June 9-11 is Cloud Expo & @ThingsExpo 2015 East at the Javits Center in New York City. Join us there as delegates from all over the world come to listen to and engage with speakers & sponsors from the leading Cloud Computing, IoT & Big Data companies. Cloud Expo & @ThingsExpo are the leading events covering the booming market of Cloud Computing, IoT & Big Data for the enterprise. Speakers from all over the world will be hand-picked for their ability to explore the economic strategies that utility/cloud computing provides. Whether public, private, or in a hybrid form, clo...
Oct. 30, 2014 05:30 PM EDT Reads: 1,280
SYS-CON Events announces a new pavilion on the Cloud Expo floor where WebRTC converges with the Internet of Things. Pavilion will showcase WebRTC and the Internet of Things. The Internet of Things (IoT) is the most profound change in personal and enterprise IT since the creation of the Worldwide Web more than 20 years ago. All major researchers estimate there will be tens of billions devices--computers, smartphones, tablets, and sensors – connected to the Internet by 2020. This number will continue to grow at a rapid pace for the next several decades.
Oct. 30, 2014 05:30 PM EDT Reads: 2,184
SYS-CON Events announced today that Gridstore™, the leader in software-defined storage (SDS) purpose-built for Windows Servers and Hyper-V, will exhibit at SYS-CON's 15th International Cloud Expo®, which will take place on November 4–6, 2014, at the Santa Clara Convention Center in Santa Clara, CA. Gridstore™ is the leader in software-defined storage purpose built for virtualization that is designed to accelerate applications in virtualized environments. Using its patented Server-Side Virtual Controller™ Technology (SVCT) to eliminate the I/O blender effect and accelerate applications Gridsto...
Oct. 30, 2014 02:00 PM EDT Reads: 2,560
SYS-CON Events announced today that Red Hat, the world's leading provider of open source solutions, will exhibit at Internet of @ThingsExpo, which will take place on November 4–6, 2014, at the Santa Clara Convention Center in Santa Clara, CA. Red Hat is the world's leading provider of open source software solutions, using a community-powered approach to reliable and high-performing cloud, Linux, middleware, storage and virtualization technologies. Red Hat also offers award-winning support, training, and consulting services. As the connective hub in a global network of enterprises, partners, a...
Oct. 30, 2014 12:15 PM EDT Reads: 2,066
As the Internet of Things unfolds, mobile and wearable devices are blurring the line between physical and digital, integrating ever more closely with our interests, our routines, our daily lives. Contextual computing and smart, sensor-equipped spaces bring the potential to walk through a world that recognizes us and responds accordingly. We become continuous transmitters and receivers of data. In his session at Internet of @ThingsExpo, Andrew Bolwell, Director of Innovation for HP’s Printing and Personal Systems Group, will discuss how key attributes of mobile technology – touch input, senso...
Oct. 30, 2014 12:00 PM EDT Reads: 1,729
The Internet of Things (IoT) is making everything it touches smarter – smart devices, smart cars and smart cities. And lucky us, we’re just beginning to reap the benefits as we work toward a networked society. However, this technology-driven innovation is impacting more than just individuals. The IoT has an environmental impact as well, which brings us to the theme of this month’s #IoTuesday Twitter chat. The ability to remove inefficiencies through connected objects is driving change throughout every sector, including waste management. BigBelly Solar, located just outside of Boston, is trans...
Oct. 30, 2014 11:00 AM EDT Reads: 2,174
Connected devices and the Internet of Things are getting significant momentum in 2014. In his session at Internet of @ThingsExpo, Jim Hunter, Chief Scientist & Technology Evangelist at Greenwave Systems, will examine three key elements that together will drive mass adoption of the IoT before the end of 2015. The first element is the recent advent of robust open source protocols (like AllJoyn and WebRTC) that facilitate M2M communication. The second is broad availability of flexible, cost-effective storage designed to handle the massive surge in back-end data in a world where timely analytics...
Oct. 30, 2014 08:00 AM EDT Reads: 1,572
Internet of @ThingsExpo Silicon Valley announced on Thursday its first 12 all-star speakers and sessions for its upcoming event, which will take place November 4-6, 2014, at the Santa Clara Convention Center in California. @ThingsExpo, the first and largest IoT event in the world, debuted at the Javits Center in New York City in June 10-12, 2014 with over 6,000 delegates attending the conference. Among the first 12 announced world class speakers, IBM will present two highly popular IoT sessions, which will take place November 4-6, 2014 at the Santa Clara Convention Center in Santa Clara, Calif...
Oct. 30, 2014 07:30 AM EDT Reads: 2,273
The Internet of Things (IoT) promises to evolve the way the world does business; however, understanding how to apply it to your company can be a mystery. Most people struggle with understanding the potential business uses or tend to get caught up in the technology, resulting in solutions that fail to meet even minimum business goals. In his session at Internet of @ThingsExpo, Jesse Shiah, CEO / President / Co-Founder of AgilePoint Inc., will show what is needed to leverage the IoT to transform your business. He will discuss opportunities and challenges ahead for the IoT from a market and tec...
Oct. 29, 2014 11:00 PM EDT Reads: 1,547
SYS-CON Events announced today that TeleStax, the main sponsor of Mobicents, will exhibit at Internet of @ThingsExpo, which will take place on November 4–6, 2014, at the Santa Clara Convention Center in Santa Clara, CA. TeleStax provides Open Source Communications software and services that facilitate the shift from legacy SS7 based IN networks to IP based LTE and IMS networks hosted on private (on-premise), hybrid or public clouds. TeleStax products include Restcomm, JSLEE, SMSC Gateway, USSD Gateway, SS7 Resource Adaptors, SIP Servlets, Rich Multimedia Services, Presence Services/RCS, Diame...
Oct. 29, 2014 05:00 PM EDT Reads: 1,638
From a software development perspective IoT is about programming "things," about connecting them with each other or integrating them with existing applications. In his session at @ThingsExpo, Yakov Fain, co-founder of Farata Systems and SuranceBay, will show you how small IoT-enabled devices from multiple manufacturers can be integrated into the workflow of an enterprise application. This is a practical demo of building a framework and components in HTML/Java/Mobile technologies to serve as a platform that can integrate new devices as they become available on the market.
Oct. 29, 2014 02:15 PM EDT Reads: 2,070
SYS-CON Events announced today that O'Reilly Media has been named “Media Sponsor” of SYS-CON's 15th International Cloud Expo®, which will take place on November 4–6, 2014, at the Santa Clara Convention Center in Santa Clara, CA. O'Reilly Media spreads the knowledge of innovators through its books, online services, magazines, and conferences. Since 1978, O'Reilly Media has been a chronicler and catalyst of cutting-edge development, homing in on the technology trends that really matter and spurring their adoption by amplifying "faint signals" from the alpha geeks who are creating the future. An...
Oct. 29, 2014 01:00 PM EDT Reads: 1,615
SYS-CON Events announced today that Aria Systems, the recurring revenue expert, has been named "Bronze Sponsor" of SYS-CON's 15th International Cloud Expo®, which will take place on November 4-6, 2014, at the Santa Clara Convention Center in Santa Clara, CA. Aria Systems helps leading businesses connect their customers with the products and services they love. Industry leaders like Pitney Bowes, Experian, AAA NCNU, VMware, HootSuite and many others choose Aria to power their recurring revenue business and deliver exceptional experiences to their customers.
Oct. 29, 2014 10:00 AM EDT Reads: 2,124
The Transparent Cloud-computing Consortium (abbreviation: T-Cloud Consortium) will conduct research activities into changes in the computing model as a result of collaboration between "device" and "cloud" and the creation of new value and markets through organic data processing High speed and high quality networks, and dramatic improvements in computer processing capabilities, have greatly changed the nature of applications and made the storing and processing of data on the network commonplace.
Oct. 29, 2014 10:00 AM EDT Reads: 2,051
The Internet of Things (IoT) is going to require a new way of thinking and of developing software for speed, security and innovation. This requires IT leaders to balance business as usual while anticipating for the next market and technology trends. Cloud provides the right IT asset portfolio to help today’s IT leaders manage the old and prepare for the new. Today the cloud conversation is evolving from private and public to hybrid. This session will provide use cases and insights to reinforce the value of the network in helping organizations to maximize their company’s cloud experience.
Oct. 29, 2014 09:00 AM EDT Reads: 2,086
As a disruptive technology, Web Real-Time Communication (WebRTC), which is an emerging standard of web communications, is redefining how brands and consumers communicate in real time. The on-going narrative around WebRTC has largely been around incorporating video, audio and chat functions to apps. In his session at Internet of @ThingsExpo, Alex Gouaillard, Founder and CTO of Temasys Communications, will look at a fourth element – data channels – and talk about its potential to move WebRTC beyond browsers and into the Internet of Things.
Oct. 29, 2014 08:00 AM EDT Reads: 1,648
SYS-CON Events announced today that Gigaom Research has been named "Media Sponsor" of SYS-CON's 15th International Cloud Expo®, which will take place on November 4-6, 2014, at the Santa Clara Convention Center in Santa Clara, CA. Ashar Baig, Research Director, Cloud, at Gigaom Research, will also lead a Power Panel on the topic "Choosing the Right Cloud Option." Gigaom Research provides timely, in-depth analysis of emerging technologies for individual and corporate subscribers. Gigaom Research's network of 200+ independent analysts provides new content daily that bridges the gap between break...
Oct. 28, 2014 11:45 PM EDT Reads: 1,684
The Industrial Internet revolution is now underway, enabled by connected machines and billions of devices that communicate and collaborate. The massive amounts of Big Data requiring real-time analysis is flooding legacy IT systems and giving way to cloud environments that can handle the unpredictable workloads. Yet many barriers remain until we can fully realize the opportunities and benefits from the convergence of machines and devices with Big Data and the cloud, including interoperability, data security and privacy.
Oct. 28, 2014 12:00 PM EDT Reads: 1,954