Abstract Lead: Forbes magazine today published the title "Broken Dreams: iPhone has no sapphire glass" (ShatteredDreams: TheSapphireiPhonesThatAl...
Lead: Forbes magazine today published an article titled "Shattered Dreams: The Sapphire iPhones That Almost Were Now Seem Certain N Be", saying that Apple gave up its sapphire glass partner GT Advanced Technologies. It's because the curved edge of the iPhone 6 screen is causing trouble. The iPhone 6 without sapphire glass is also hot, but GT Advanced Technologies has suffered a fatal blow. The following is a summary of the article:
In November last year, when GT Advanced Technologies (hereinafter referred to as "GTAT") and Apple (hereinafter referred to as "Apple") signed a $ 576 million sapphire glass cooperation agreement, the industry is not very clear about what the two sides intend. However, when GTAT announced that sapphire glass revenue would reach $1 billion, people began to realize that it might be used to protect the screen of every iPhone.
However, during the period from February to September this year, the original plans of GTAT and Apple seemed to have gone awry. Neither the new iPhone 6 nor the iPhone 6 Plus uses GTAT's Sapphire glass. I was a good friend last November and fell out of favor in October this year. GTAT announced yesterday that it has taken the initiative to apply for protection.
GTAT CEO Tom Gutierrez said in a statement: "Today's bankruptcy protection application does not mean that we will close down. Instead, this will allow us to continue to implement the established business plan." But in fact The dream of GTAT has been shattered. Moreover, the dream of making sapphire glass popular in smartphones may also be lost.
Best established plan
Obviously, Apple had a different plan at the beginning, relying on GTAT to achieve. Apple used the same strategy before, and achieved remarkable results: using new technology to enter the market ahead of time, thus gaining an advantage. For example, the iPod has the smallest hard drive and the iPhone has the best touch screen. With Apple's investment, GTAT is able to build the world's largest sapphire glass factory. Eric Virey, senior analyst at French research firm Yole Développement, said: "There is only one reason to set up the factory, no doubt for the iPhone."
Matt Margolis, a financial analyst at research firm PTT Research, shares the same view. Margres said: "Even if Apple Watch sales reach 30 million units, it will not be the annual output of the GTAT plant. /4. The final capacity of the GTAT plant can meet the needs of more than 100 million iPhones, but in the end there is no iPhone."
Because Apple is silent about this, the best explanation is that the GTAT factory did not meet the expected goals. The first possibility is that GTAT did not provide the specified amount of sapphire glass on time. Therefore, only a portion of the iPhone can use sapphire glass. Second, the slightly curved screen edge design means that the same design is required for a thin sapphire glass layer, which is a challenge. Both Veri and Margres believe that the second possibility is why Apple gave up GTAT.
Have you ever thought about using sapphire?
It is undeniable that sapphire glass also has its own shortcomings. Such as high cost, high production process requirements, heavy quality and so on. Although scratch-resistant, it is fragile, so it is likely to break after being hit by some kind of impact. It's easy for us to come to the conclusion that Apple didn't think about using sapphire glass from the beginning. But there are indications that this is not the case.
First, signing a cooperation agreement with GTAT means that GTAT's sapphire glass production capacity has reached a certain level. Veri estimates that GTAT sapphire glass has twice the capacity of the other 100 sapphire glass manufacturers. Margres also expects that the 2015 GTAT sapphire glass production will meet the needs of at least 100 million iPhones and 30 million to 50 million Apple Watches.
Secondly, Corning, the maker of Gorilla Glass, has publicly attacked the screen of sapphire to protect the phone. If Corning doesn't realize that Apple is going to rely on the Sapphire camp, why bother?
In addition, Kyocera has launched a low-cost smartphone with sapphire glass this year. The tech media Engadget tried to destroy its screen and the result ended in failure. Kyocera has proven that the best material to protect the screen of a mobile phone is sapphire glass.
The future belongs to the flexible screen
In the past, Apple has refused to use OLED technology, one of the reasons is the existence of the so-called Color Reproduction problem, followed by relying on competitor Samsung.
However, in the next two to three years, the display market will undergo major changes. The OLED will be able to adapt to a variety of shapes, and the Samsung Galaxy Note Edge is a start. Thanks to the new technology of companies such as Kateeva, it will be easier to produce flexible displays. This will have two effects: 1) a display that can be bent, folded and enlarged will be possible; 2) an almost indestructible screen will become a commodity.
For this reason, even if Apple launches the sapphire glass iPhone, its life cycle will not be very long. However, given that Apple will not easily adopt the latest technology (unless the capacity reaches tens of millions), it can be concluded that the iPhone 7 will not be the first product to use a truly flexible screen.
Although it did not use sapphire glass, it did not affect the sales of the iPhone 6. In contrast, for GTAT, it is a fatal blow. (Li Ming)
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