Sapphire Substrates 2013

  • ID: 2366918
  • December 2012
  • Region: Global
  • 259 Pages +
  • Yole Développement
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  • Alpha Crystal Technology
  • DJ laser
  • GTAT
  • Meyer Burger
  • Pryroda Engineering
  • Silian
  • MORE

Excess capacity to trigger massive consolidation and attrition.

Will cell phone windows come to the rescue?

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; READ MORE >

Note: Product cover images may vary from those shown
2 of 4


  • Alpha Crystal Technology
  • DJ laser
  • GTAT
  • Meyer Burger
  • Pryroda Engineering
  • Silian
  • MORE


Executive Summary

What we Saw, What we Missed

2008-2017 Sapphire Substrate Market Forecast

Major Industry Trends

Key Points for 2013

1 - Industry Overview

Sapphire Properties
Main Applications
Sapphire Characteristics by Application
Sapphire Players: Geographic Breakdown
Sapphire Wafer Manufacturing Process
Substrate Value Chain
2011 & 2012 (F) Substrate Revenue by Vendor
2011 Revenue Bridge
2011 Revenue Fluxes
2011 & 2012 Geographic Revenue Breakdown
2011 Product and Geographic Breakdown
Sapphire Substrates Price Trends: Overview
2004-2013 Core Prices
Simulated Cost Structure for 4” Cores
Impact of Yields on 6” Core Cost
Impact of Product Mix
Core Extraction: Examples
2005-2013 Wafer Price Trends
Long Term Wafer Price Trends Through 2017
PSS Price Trends
Industry 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 Overview
LED Applications
High Brightness LEDs Segmentation
Current and Long-Term LED Adoption Trends
2008-2020 Packaged LED Revenue Forecast by Application
Evolution of Lamp Consumption
2008-2020 Packaged LED Die Surface Forecast by Application
Recent Trends
Packaged LED Price Trends

B: Nitride LED Manufacturing Capacity

Executive Summary
Nitride MOCVD Reactor Capacity
MOCVD Capacity vs. Demand
Q4-2012 Sapphire Consumption per Region

C: Volume and Revenue Forecast

Executive Summary
Benefits of Large-Diameter Wafers
Challenges for Large-Diameters
2008-2017 Sapphire Diameter Trends
Wafer Size: What Happened in 2012?
Wafer Size: 2013 Trends
8” or not 8”?
Sapphire Forecast: Methodology
2008-2017 LED Wafer Volume Forecast
2008-2017 LED Core Volume Forecast
Long-Term Evolution Through 2020
2008-2020 LED Wafer Revenue Forecast
Potential Downside: Substrate Re-claiming

3 - Sapphire Substrates for RF Applications: SOS and BS

Executive Summary
Latest News from the SoS Industry
Introduction to SoS Technology
SoS via Epitaxy
SoS via Bonding + Smart Cut
Comparison of Architecture: Si CMOS vs. SoS Ultra CMOS®
Smart Phone Shipment Forecast
Handset Front-End Module: Overview
Comparison of Switch Technologies
Size Comparison of Antenna Switch
2005-2012 Peregrine Shipments and Revenue
Growth Drivers: Macro-Trends
Growth Drivers: SoS Content per Phone
Growth Drivers: Tunable Radio Modules
Ultra 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 Analysis

Executive Summary
Impact of Large-Diameters
Crystal Growth Strategies for Large-Diameters
2012 and 2013 Material Capacity Analysis
Material Capacity: Geographic Breakdown
Material Capacity: Top 20 Vendors
Wafer Capacity: Geographic Breakdown
Wafer Capacity: Top 20 Vendors
Zoom on Korea
Capacity per Vendor in Korea
Zoom on Taiwan
Capacity per Vendor in Taiwan
Zoom on China
Capacity per Vendor in China
Zoom on Japan
Capacity 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 Efficiency
When Are PSS Used?
Pattern Designs
Random PSS
PSS Business Models
PSS Capacity Breakdown
Overview of PSS Foundries
PSS Adoption Trends
Adoption Rate per Region and Diameter
2008-2017 PSS Volume Forecast
2008-2017 PSS Revenue Forecast
PSS Manufacturing Process
Lithography Technology for PSS
Emerging Lithography Technology for PSS
Wafer Requirements for PSS
PSS Metrology

6 - Sapphire Manufacturing Equipment

Executive Summary
Core & Wafer Extraction
Material Defects
Material Quality
Geometric Yield
Process Yield
Overall Yield
Sapphire Growth Methods: Overview & Main Characteristics
Other Growth Methods
Growth Equipment Manufacturers: Introduction
Growth Equipment Manufacturers: Overview
Growth 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 Mismatch
How to Grow LED structures on Si?
Other Challenges for LED-on-Si
Conditions for Success #1: Performance
Conditions for Success #2: Manufacturing Yields
Conditions for Success #3: CMOS Compatibility
Conditions for Success: Summary
LED-on-Si: Major Players
LED-on-GaN: Benefits
LED-on-GaN: Substrate Availability
LED-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: Status
The Case for Sapphire Display Covers
Camera 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 Display
Monocrystal PLC
Procrystal 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)
Saifei Sapphire (CN)
Samsung Sumitomo LED Materials (KR - JP)
Trinity Materials

Note: Product cover images may vary from those shown
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Sapphire makers:

- Alpha Crystal Technology
- Aurora Sapphire
- Changzhi Hongyua
- Crystaland
- Technology Crystal
- Crystal Applied Technology
- DJ laser
- DK Astec
- Haotian Optoelectronics Technology
- Heifei Crystalbridge
- Hyperion
- Iljin Display
- Jeshine
- Jiaozuo City Crystal Photoelectric
- Kyocera
- Monocrystal
- Namiki
- NCB Network
- NGC China Transmission
- Procrystal
- Rubicon
- Saifei
- Saint-Gobain
- San Chih Semiconductor
- Sapphire Technology
- Shinkosha
- Silian
- LG-Siltron LG
- Sumitomo Metal Mining
- Tera Xtal
- Trinity Material
- Union Light Technology
- USI Opto
- Wafer Works and others

Equipment Makers:

- Apeks
- Arc energy
- Crystal Tech
- Dai Ichi Giken
- Ezan
- Fukuda Lab
- Greenmore
- Juropol
- Meyer Burger
- OK Sapphire
- Omega
- Pryroda Engineering
- Strasbaugh
- Tech Sapphire
- Thermal Technology
- United Crystal and others

Note: Product cover images may vary from those shown
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Note: Product cover images may vary from those shown


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