GT Advanced Reportedly Producing Between 1.3 and 2.2 Million Sapphire Displays for 5.5-Inch iPhone 6

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Apple partner and sapphire glass manufacturer GT Advanced is estimated to produce anywhere from 1.35 to 2.25 million sapphire covers for the 5.5-inch iPhone 6 by the end of 2014, according to a report from Digitimes Research.

gt_advanced_logo

GTAT started sapphire production in August 2014 and expects revenue contributions from sapphire to begin in the fourth quarter, and Apple's fourth down payment is due in October 2014, these conditions signal that GTAT's sapphire production will not reach a large scale by the end of 2014, Digitimes Research indicated. However, GTAT is likely to ship sapphire at a large volume beginning the first quarter of 2015.

A yield of only 1.35 to 2.25 million sapphire glass covers for the 5.5-inch iPhone 6 would likely mean that Apple would delay the launch of the larger device until next year or release it in extremely limited quantities.

Such a small yield would also contrast earlier reports about the iPhone 6's record-setting initial production run, as Apple was said to be preparing between 70 and 80 million 4.7-inch and 5.5-inch iPhone 6 units for this year. Reports of Apple's production issues with the 5.5-inch iPhone 6's display and metal casing may also suggested that the larger device will launch in 2015.

Analyst estimates of the use of sapphire in the iPhone 6 have varied widely, with some claiming that the material will only be limited to high-end versions of the iPhone 6, while others have stated that Apple will have more than enough supply for all models.

Previously, Digitimes Research claimed that GT Advanced would only be supplying 9% to 16% of iPhone 6 sapphire displays, or roughly 6.3 to 11.6 million cover units. Those numbers were discredited by analyst Matt Margolis, who discredited the repot due to a lack of any specific revenue disclosures from GT and unrealistically high estimated cost per display.

Apple is expected to unveil the iPhone 6 on September 9. It is most certain that the company will reveal the 4.7-inch version at its event, however it is unknown if the 5.5-inch version will also be revealed. Both models will likely feature a thinner profile, a faster A8 chip, an improved camera, and more.

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78 months ago
Digitimes "reports"

Enough said.
Score: 5 Votes (Like | Disagree)
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78 months ago

More likely the sapphire glass will not be in any iPhones this year. It may be on the wearable thingy yet announced but there does not seem to be any indication of enough supply for any iPhone line, this year.

The amount of revenue GT expects in the short term is too high to be from a wearable order.

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.From what I've read, Gorilla glass has superior qualities for the display anyway.

Was it written by Corning? :) I got the impression that price is the only advantage, but Corning basically claims that Gorilla Glass is almost as good at a lower price.

In any case, scratch resistance does not impress me that much, as I've never had an issue with scratches. If it increases shatter resistance, that could be nice, as I've seen many shattered screens. Still, I'd take waterproofing over a stronger screen.
Score: 3 Votes (Like | Disagree)
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78 months ago
I don't believe this. GTAT reinforced guidance last quarter. There's no way they going to meet predicted revenue without more than a million sapphire screens for the 4.7.

If this was a controlled Appke leak to temper expectations it would have been through WSJ or a website with proven track record.

GTAT said they started "mass production" in July/August but they had started making sapphire as early as March according to Matt.

I'm calling BS on this Digitimes
Score: 3 Votes (Like | Disagree)
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78 months ago

http://www.pcworld.com/article/2091940/global-smartphone-shipments-topped-1-billion-in-2013.html

Samsung sells more phones.

Facts are no good around here. Someone will just come back with "smart phones".

And if some fact says Samsung sells more "smart phones", someone will come back with "4" smart phones".

And if some fact says Samsung sells more 4" smart phones, someone will come back with "4" smart phones with a fruit logo"

And if you can show some fact that even that is not true, about 5 people will call you a troll and try to turn the point with something like "but who makes the most profitable smart phone" or similar.

;)
Score: 2 Votes (Like | Disagree)
Avatar
78 months ago
More likely the sapphire glass will not be in any iPhones this year. It may be on the wearable thingy yet announced but there does not seem to be any indication of enough supply for any iPhone line, this year.
Score: 2 Votes (Like | Disagree)
Avatar
78 months ago

only Apple has short supply whereas Samsung produce thousand of different phone throughout year.:rolleyes:


Pretty sure apple sells way more phones.
Score: 2 Votes (Like | Disagree)

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