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Rumor: Sapphire display seen as unlikely for 'iPhone 6' amid production woes

post #1 of 35
Thread Starter 
Sapphire display covers have yet to begin winding their way through Apple's supply chain thanks to poor yield rates for sapphire ingot and problems with the processing of the material, according to a new report, which suggests that Apple is unlikely to ship a sapphire-covered device in large quantities this year.



Downstream component makers would have had to begin shipping the sapphire display covers to Apple's assembly partners in June to meet the company's September deadline, market research firm TrendForce said, but those shipments have not yet appeared. This is likely to point to either a delayed or seriously constrained release for a sapphire-covered iPhone, the firm argues.

Further evidence that Apple has yet to ramp up production with sapphire components can be found in the still-falling prices of sapphire ingot, substrate, and patterned sapphire substrate, the firm said. Prices for those components are down as much as 10 percent quarter-over-quarter after demand failed to increase linearly with production capacity.

Additionally, the analysts are not convinced that Apple will choose the material for the so-called "iWatch." Complex shapes or flexible OLED display panels would make processing even more difficult, they said.

It is unclear whether these market assessments take Apple's new Arizona sapphire plant into account, or whether they look only at existing sapphire suppliers. Apple struck a $578 million deal with furnace maker GT Advanced Technologies to finance and jointly operate the Phoenix-area facility in exchange for exclusive access to its output.
post #2 of 35

Ah, the rumored rumor that has been rumored to be rumored is now rumored not to be rumored.

Originally Posted by Slurpy

There's just a TINY chance that Apple will also be able to figure out payments. Oh wait, they did already… …and you’re already fucked.

 

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Originally Posted by Slurpy

There's just a TINY chance that Apple will also be able to figure out payments. Oh wait, they did already… …and you’re already fucked.

 

Reply
post #3 of 35
I don't think Sapphire displays were ever in the mix for this generation of iPhones. All rumor.
post #4 of 35
Quote:
Originally Posted by Tallest Skil View Post
 

Ah, the rumored rumor that has been rumored to be rumored is now rumored not to be rumored.

So why are you here?

post #5 of 35
Quote:
Originally Posted by Tallest Skil View Post

Ah, the rumored rumor that has been rumored to be rumored is now rumored not to be rumored.
Talk about a slow news day. 1rolleyes.gif
post #6 of 35
I still say it's a lock for the iWatch and the iPhone 6S. "S" always stands for something. In the 6s it'll be sapphire. No way it'll be on the iPhone 6.

My prediction for liquidmetal also remains the same: iWatch, and iPhone 7.
post #7 of 35

Well, someone call in the four horsemen of the apocalypse and throw a large millstone in the sea. Apple is doomed... /s

post #8 of 35
Originally Posted by joelsalt View Post
So why are you here?


For filtered content that isn’t utter garbage, signifying nothing.

Originally Posted by Slurpy

There's just a TINY chance that Apple will also be able to figure out payments. Oh wait, they did already… …and you’re already fucked.

 

Reply

Originally Posted by Slurpy

There's just a TINY chance that Apple will also be able to figure out payments. Oh wait, they did already… …and you’re already fucked.

 

Reply
post #9 of 35
Obviously the commenters haven't been paying attention. The Mezza sapphire plant has been operational since April. Where do they think all that glass is going? - on Scamsungs latest fiasco?
post #10 of 35

Okay another analysis with some guy he meet in the back alleys of Taiwan and China who claim to be in the know about what apple is or is not doing.

post #11 of 35
Quote:
Originally Posted by AAPLfanboy View Post

Where do they think all that glass is going?

 

According to the article, a lot of it is winding up in the scrap bin, and what's left isn't enough to cover the number of iPhones they expect to sell.

Lorin Schultz (formerly V5V)

Audio Engineer

V5V Digital Media, Vancouver, BC Canada

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Lorin Schultz (formerly V5V)

Audio Engineer

V5V Digital Media, Vancouver, BC Canada

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post #12 of 35
Originally Posted by AppleInsider View Post
It is unclear whether these market assessments take Apple's new Arizona sapphire plant into account, or whether they look only at existing sapphire suppliers.

 

So, then, what good are "these market assessments"?

Just because Brand X Sapphire Inc. isn't shipping iPhone front panels doesn't mean Apple won't be using sapphire.

Because Apple has their own supplier.

 

And, frankly, I don't care what the iPhone "6" front panels are made of, as long as they're Gorilla Glass or better.

Never had any scratching problem.

Sent from my iPhone Simulator

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Sent from my iPhone Simulator

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post #13 of 35

Uh, does anyone here think that Apple would've worked with GT Advanced to iron out all possible issues before spending half a billion dollars to equip two enormous sapphire plants? Sorry, but there is absolutely no way they would've even considered moving to such a massive production scale without making sure everything was in working order.

Disclaimer: The things I say are merely my own personal opinion and may or may not be based on facts. At certain points in any discussion, sarcasm may ensue.
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Disclaimer: The things I say are merely my own personal opinion and may or may not be based on facts. At certain points in any discussion, sarcasm may ensue.
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post #14 of 35
Quote:
Originally Posted by mjtomlin View Post
 

Uh, does anyone here think that Apple would've worked with GT Advanced to iron out all possible issues before spending half a billion dollars to equip two enormous sapphire plants? Sorry, but there is absolutely no way they would've even considered moving to such a massive production scale without making sure everything was in working order.

Sometimes you don't discover issues until relatively late in production. You only have to look at the trouble Intel's having with Broadwell to see that.

post #15 of 35

" sapphire ingot, substrate, and patterned sapphire substrate, the firm said. Prices for those components are down as much as 10 percent quarter-over-quarter after demand failed to increase linearly with production capacity."

 

How does that link to Apple's own unique supplier, GT Advanced?

post #16 of 35
They'll just keep making sapphire until they more sapphire than iPhones, and they're making it fast, and then it'll go on the phones, and it will be wonderful. No one will be able to copy it, and they'll sell as much as they can make for the next 3 or 4 years. That would be the sapphire for iPhone faceplate scenario. There are a couple other interesting scenarios for this half billion dollar investment, and they're interesting too, Dudes!
post #17 of 35

I see it just this simple:

Gorilla Glass 3 has it's advantages and it's drawbacks.

Sapphire has it's advantages and it's drawbacks.

 

There are simply more drawbacks for sapphire, in this case, than there are for GG3.

The new iPhones will have GG3 screen covers.

post #18 of 35
Quote:
Originally Posted by Bcgersh View Post

I don't think Sapphire displays were ever in the mix for this generation of iPhones. All rumor.

Maybe not. But I got a sapphire lens cover on my 2-year-old iPhone 5. The rest has been the rumor mill making promises for Apple to keep.

"Apple should pull the plug on the iPhone."

John C. Dvorak, 2007
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"Apple should pull the plug on the iPhone."

John C. Dvorak, 2007
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post #19 of 35
Corning just reported their earnings, and Gorilla Glass sales for last quarter were about flat and projected sales for next quarter are only up about 10%. If Apple is not going to use sapphire one might think that Corning would have received huge orders for Gorilla Glass for those tens of millions of iPhones Apple is expected to produce.
post #20 of 35
Quote:
Originally Posted by AAPLfanboy View Post

Obviously the commenters haven't been paying attention. The Mezza sapphire plant has been operational since April. Where do they think all that glass is going? - on Scamsungs latest fiasco?

But don't those sapphire ingots take something like 60-90 days to "grow" then process and cut! Difficult material to cut as well...
post #21 of 35
Apple has been using saphire for camera lens and touch ID for how long? Could they have learned something about using sapphire by early this year?

Apple invested $578 million with GTAT specifically for saphire production beginning in early this year.

Signs point to using sapphire.

We will soon find out.
just waiting to be included in one of Apple's target markets.
Don't get me wrong, I like the flat panel iMac, actually own an iMac, and I like the Mac mini, but...........
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just waiting to be included in one of Apple's target markets.
Don't get me wrong, I like the flat panel iMac, actually own an iMac, and I like the Mac mini, but...........
Reply
post #22 of 35

This rumor feels like stock manipulation to me.

 

The GTAT stock is very sensitive to rumors about a possible iPhone 6 sapphire display. GTAT investors are looking at those very closely.

post #23 of 35

Based on what we have seen in video's so far of leaked screens, isn't the iPhone still using glass, but with an impregnated layer of sapphire on top? 

post #24 of 35
Quote:
Originally Posted by Lloydbm4 View Post
 

with an impregnated layer of sapphire on top? 

 

Oh yeah, THAT'S what I need... a passel of bastard mini-screens screaming at me all day... "Touch me! Touch me!" "I need a swipe!"

 

No impregnated screens giving birth in MY pocket, thanks.

Lorin Schultz (formerly V5V)

Audio Engineer

V5V Digital Media, Vancouver, BC Canada

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Lorin Schultz (formerly V5V)

Audio Engineer

V5V Digital Media, Vancouver, BC Canada

Reply
post #25 of 35
Quote:
Originally Posted by quinney View Post

Corning just reported their earnings, and Gorilla Glass sales for last quarter were about flat and projected sales for next quarter are only up about 10%. If Apple is not going to use sapphire one might think that Corning would have received huge orders for Gorilla Glass for those tens of millions of iPhones Apple is expected to produce.

 

Unless they are trying to pull an 'Apple' and giving a low guidance.

 

However, with the way the Corning head has been talking crap about Sapphire, I think your inference is good.

post #26 of 35
Quote: Form original Article
Analysis of the iPhone 6 supply chain indicates related component suppliers need to ship 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 new iPhone 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. 

 

The whole article relies on Spahire market, not even considering direct orders like the Apple/GT. This look like a major logical flaw to me.

post #27 of 35
Originally Posted by Twisell View Post

The whole article relies on Spahire market, not even considering direct orders like the Apple/GT. This look like a major logical flaw to me.


I dunno; no one, anywhere, knows anything about that market at all, so who can say?

Originally Posted by Slurpy

There's just a TINY chance that Apple will also be able to figure out payments. Oh wait, they did already… …and you’re already fucked.

 

Reply

Originally Posted by Slurpy

There's just a TINY chance that Apple will also be able to figure out payments. Oh wait, they did already… …and you’re already fucked.

 

Reply
post #28 of 35
which country do these rumours belong too?... is does not matter if the sapphire market is 10% down, Apple is insulated from any Sapphire market woes... now the other Guy
that is making Sapphire have big problems...
remember GTAT warned Apple way back about Sapphire market woes, Apple does not care because they effectively " leased" GTAT for the Sapphire requirements Apple needs.
post #29 of 35
Quote:
Originally Posted by MagnetPhreak View Post

But don't those sapphire ingots take something like 60-90 days to "grow" then process and cut! Difficult material to cut as well...
14 days
post #30 of 35
Quote:
Originally Posted by AppleInsider View Post

Downstream component makers would have had to begin shipping the sapphire display covers to Apple's assembly partners in June to meet the company's September deadline, market research firm TrendForce said, but those shipments have not yet appeared. .
So are they saying 'no' screen shipments for the iPhone 6 have appeared? Of any sort at all?
I find that very hard to believe at this late stage in the game and since GG shipments are flat, that would indicate no screen at all.
Eh?
post #31 of 35
This is all to do with manipulation of GTAT stock i suspect.
Been using Apple since Apple ][ - Long on AAPL so biased
nMac Pro 6 Core, MacBookPro i7, MacBookPro i5, iPhones 5 and 5s, iPad Air, 2013 Mac mini, SE30, IIFx, Towers; G4 & G3.
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Been using Apple since Apple ][ - Long on AAPL so biased
nMac Pro 6 Core, MacBookPro i7, MacBookPro i5, iPhones 5 and 5s, iPad Air, 2013 Mac mini, SE30, IIFx, Towers; G4 & G3.
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post #32 of 35
Quote:
Originally Posted by haar View Post

which country do these rumours belong too?... is does not matter if the sapphire market is 10% down, Apple is insulated from any Sapphire market woes... now the other Guy
that is making Sapphire have big problems...
remember GTAT warned Apple way back about Sapphire market woes, Apple does not care because they effectively " leased" GTAT for the Sapphire requirements Apple needs.

I follow this closely as I own GTAT as well as AAPL. Given GT Advanced Tech are mainly the makers and suppliers of the equipment, not manufacturers of sapphires themselves, I keep wondering if the media / rumor mill has this wrong a bit. That in fact, Apple have had GT Advanced Tech build them their own plants and supply the technicians to run them. Rather than the way it seems to be understood at the moment, i.e. GTAT would be supplying sapphires to Apple. So, in my theory, Apple took a large share holding in GTAT perhaps to secure preferential terms and supply of the equipment and expertise not to mention secrecy. That's my two cents for today's rumor mill ...1biggrin.gif
Been using Apple since Apple ][ - Long on AAPL so biased
nMac Pro 6 Core, MacBookPro i7, MacBookPro i5, iPhones 5 and 5s, iPad Air, 2013 Mac mini, SE30, IIFx, Towers; G4 & G3.
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Been using Apple since Apple ][ - Long on AAPL so biased
nMac Pro 6 Core, MacBookPro i7, MacBookPro i5, iPhones 5 and 5s, iPad Air, 2013 Mac mini, SE30, IIFx, Towers; G4 & G3.
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post #33 of 35

At some point ya'all will get tired of reading circular drivel and these stories will stop generating revenue for AI. Then they'll stop being published.

 

The sooner the better.

post #34 of 35
In the meantime Kyocera of all companies is now selling a smartphone with a sapphire display, the Brigidier. Verizon is even sucking up most of the upfront price and selling it for $100 w/contract. Sapphire must not be all THAT expensive. 1confused.gif

http://www.verizonwireless.com/b2c/device/smartphone/kyocera-brigadier?&zipRdr=y
melior diabolus quem scies
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melior diabolus quem scies
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post #35 of 35
That's the key: the new beam process. Using old manufacture tech to judge the material is mistaken.
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