Do not let Apple (USA) specialize in the United States, including South Korea's LG and Taiwan HTC's new high-end smart phones also plans to fingerprint recognition as a standard. The legal person pointed out that the fingerprint protection glass is still made of sapphire substrates, and it is expected that Taiwan-based manufacturers including Zhaoyuan, Jingmei, and Xinjing are all expected to benefit.
Since Apple’s iPhone 5s added fingerprint recognition for the first time, other non-Apple camp mobile phone makers also decided to follow suit. The legal person pointed out that when Apple introduced the iPhone 5, the use of a sapphire substrate as the protective cover of the camera lens module of the mobile phone has already made it possible. Pingzheng Mobile Phone Factory also began testing sapphire substrates, but the progress was not as expected. At present, only LG has adopted a sapphire substrate as a camera lens module cover for mobile phones.
It is understood that LG's next-generation flagship G3 will carry fingerprint identification technology, and HTC's next-generation machine king HTCOne2 also plans to follow up with fingerprint recognition.
Taiwan-based Sapphire Substrate Factory said that the original HTC operation was also very fast, and even tested sapphire substrates on some models, and produced in small quantities. However, for some reason, the result was eventually overtaken by LG. Jing Yan, general manager of Crystal Beauty said that the company is optimistic about the application and needs of sapphire substrates in the optical field. Xu Yaling, a spokesperson for Xinjing Diamond, said that the original 4th quarter should be the traditional off-season of LED, but this year's situation is better than previous years, and the demand for optical applications is very strong.
The legal person stated that at present, the sapphire substrate used by LED is increasing the proportion of the 4-inch substrate in response to the LED crystal factory. Therefore, it is predicted that the mainstream LED field sapphire substrate will be shifted to 4 inches next year. However, in the area of ​​optical applications, due to the relationship between cost and yield, next year it will still be based on 2-inch substrate products.
With Apple's iPhone5s driving demand for sapphire substrates, legal person estimates that Apple iPhone5s will consume about 10% of global sapphire substrate capacity next year. If fingerprint readers become the mainstream devices for smart phones and tablet computers, the demand for sapphire substrates will increase. Then grow 30%.
The legal person pointed out that at present Taiwan's sapphire substrate factory takes the most active action in the optical field of Jingmei's sprint, accounting for more than 50% of the revenue, and it also belongs to the Panjin Group's Xinjing Diamond, which also accelerates the field of optical applications. The application of double-projectile shipments in the optical sector is about 200,000 2-inch substrates. In addition to being still a major supplier of crystal power, Zhaoyuan is locking the coating process of the latter stage in the optical field. In addition, because Jiajingke has a relatively small capacity, it is currently undergoing a full-scale transformation. It is expected that there will be more significant results in the optical field next year.
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