Apple & GTAT open second sapphire manufacturing facility in Massachusetts

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Comments

  • Reply 21 of 35
    MacProMacPro Posts: 19,821member
    I bought some GTAT stock a while back, this is music to my ears.
  • Reply 22 of 35
    froodfrood Posts: 771member
    Quote:

    Originally Posted by cwingrav View Post

     

    It's interesting that a critical component of many of their products is being manufactured in the US. Makes me think their long-term plan is to bring much of manufacturing back to the states, or at least a portion of it for the US market. Alternatively, this could just be a move to keep IP in the states, and not have it raided by China, absorbing the costs of shipping sapphire.

     

    Also, this small facility might just be a testbed for R&D on the manufacturing process, not a full production facility or even an R&D facility for new materials. Apple is becoming quite good at manufacturing as they continue to build their vertical ecosystem. 


     

    GT has been around for a while and is a US based company.  To date, they have been purely a capital equipment manufacturer.  They make the equipment that makes the saphire.  Semiconductor facilities and other companies that wanted sapphire bought their equipment, then made their own sapphire themselves.  The Apple deal is standing GT a little bit on its head and now turning it into a sapphire supplier.  In a sense it has become its own biggest customer and now has to buy its own equipment and then use that equipment to deliver sapphire to Apple.

     

    Hopefully they have hired all new experienced people to run the manufacturing side of things.  Manufacturing requires a whole different mentality than development (in fact almost the exact opposite mindset in quite a few cases).  As I understand it GT is going to be an OEM supplier and Apple isn't doing any of the manufacturing themselves.

  • Reply 23 of 35
    MacProMacPro Posts: 19,821member
    frood wrote: »
    GT has been around for a while and is a US based company.  To date, they have been purely a capital equipment manufacturer.  They make the equipment that makes the saphire.  Semiconductor facilities and other companies that wanted sapphire bought their equipment, then made their own sapphire themselves.  The Apple deal is standing GT a little bit on its head and now turning it into a sapphire supplier.  In a sense it has become its own biggest customer and now has to buy its own equipment and then use that equipment to deliver sapphire to Apple.

    Hopefully they have hired all new experienced people to run the manufacturing side of things.  Manufacturing requires a whole different mentality than development (in fact almost the exact opposite mindset in quite a few cases).  As I understand it GT is going to be an OEM supplier and Apple isn't doing any of the manufacturing themselves.

    Great info, thanks. So, in a nutshell, Apple has side-stepped middleman for their requirements.
  • Reply 24 of 35
    SpamSandwichSpamSandwich Posts: 33,407member

    We're not only entering the Diamond Age*, we're entering the Sapphire Age.

     

    *Neal Stephenson reference

  • Reply 25 of 35
    danoxdanox Posts: 3,278member

    Long GTAT, also music to my ears, sounds like another piece in the puzzle, very good news.

  • Reply 26 of 35
    solipsismxsolipsismx Posts: 19,566member
    We're not only entering the Diamond Age...

    I thought that was in the 1970's.


    [VIDEO]
  • Reply 27 of 35
    SpamSandwichSpamSandwich Posts: 33,407member
    Quote:
    Originally Posted by SolipsismX View Post





    I thought that was in the 1970's.

     

    No, that was the Golden Age... or was it the Plastic Fantastic Age?

  • Reply 28 of 35
    froodfrood Posts: 771member
    Quote:

    Originally Posted by digitalclips View Post





    Great info, thanks. So, in a nutshell, Apple has side-stepped middleman for their requirements.

     

    Not so much sidestepped them as created something out of nothing.  Hopefully GTAT is nimble enough to pull off the transition.

  • Reply 29 of 35
    dick applebaumdick applebaum Posts: 12,527member
    Silicon on insulator
    For silicon on insulator optical devices, see silicon photonics.

    SIMOX process
    Silicon on insulator (SOI) technology refers to the use of a layered silicon-insulator-silicon substrate in place of conventional silicon substrates in semiconductor manufacturing, especially microelectronics, to reduce parasitic device capacitance, thereby improving performance.[1] SOI-based devices differ from conventional silicon-built devices in that the silicon junction is above an electrical insulator, typically silicon dioxide or sapphire (these types of devices are called silicon on sapphire, or SOS). The choice of insulator depends largely on intended application, with sapphire being used for high-performance radio frequency (RF) and radiation-sensitive applications, and silicon dioxide for diminished short channel effects in microelectronics devices.[2] The insulating layer and topmost silicon layer also vary widely with application.[3] The first industrial implementation of SOI was announced by IBM in August 1998.[4]

    https://en.m.wikipedia.org/wiki/Silicon_on_insulator
  • Reply 30 of 35
    dick applebaumdick applebaum Posts: 12,527member
    Duplicate
  • Reply 31 of 35
    ash471ash471 Posts: 705member
    Quote:

    Originally Posted by Constable Odo View Post

     

    Sapphire can be used in so many other applications apart from consumer tech products or just for Apple's use.  There are plenty of sapphire in the medical field which Apple seems to be getting into.  Hospitals may no longer bother with those standard steel blade or tungsten carbide scalpels and use sapphire ones instead if the prices come down enough.  Sapphire blade scalpels can hold a sharper edge longer.  I'm thinking that sapphire could be used in artificial joints if alloyed with something like Liquidmetal.  It just seems as though Apple could really make some serious money from various sapphire uses.


    Scalpel blades aren't reusable.  No need to make the blade last longer.

  • Reply 32 of 35
    Other companies just don't realize they aren't nearly nimble enough to keep up with Apple.

    The problem is that to be nimble enough they need to move in a specific direction long before Apple gives a clue, so the competitors are always jumping too late to catch Apple. Also,, like with the 64-bit A7 chip...no one could figure out what they did that for, now they know that it was to support a new graphic language and "Metal." In a few months Apple will dump their iPhone6 and new iPad and (Only Tim knows what else) on the market that is already flush with around 100 million A7 devices capable of handling the new faster graphic iOS8.

    Life is hard. It's even harder when you are Apple's competitor. (Sorry Duke)
  • Reply 33 of 35
    mpantonempantone Posts: 2,155member
    Quote:

    Originally Posted by AdonisSMU View Post

     

    I guess it's all those taxes Mass collects that has attracted Apple to it. 


    Uh, why?

     

    Taxes collected go to the government. They don't go to the company's piggy bank.

     

    If one California county has a sales tax of 7.75% ($77.50 on a $1000 Mac) and another one has 8.75% ($87.50 on a $1000 Mac), guess what the difference to Apple's profit is? Zero dollars.

  • Reply 34 of 35
    Silicon on insulator
    For silicon on insulator optical devices, see silicon photonics.

    SIMOX process
    Silicon on insulator (SOI) technology refers to the use of a layered silicon-insulator-silicon substrate in place of conventional silicon substrates in semiconductor manufacturing, especially microelectronics, to reduce parasitic device capacitance, thereby improving performance.[1] SOI-based devices differ from conventional silicon-built devices in that the silicon junction is above an electrical insulator, typically silicon dioxide or sapphire (these types of devices are called silicon on sapphire, or SOS).

    Oh, what a surprise is in store for competitors if Apple has plans for Sapphire in this fashion! The sweet thing about Apple using Sapphire in various ways to differentiate their products is that for the competitors it isn't a matter of buying the needed sapphire on the open market, nor do you just order 6000 Sapphire ovens from a catalog.
  • Reply 35 of 35
    Fortunately, Dude, it's not all about You!
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