If the demand for LED and optical sapphire is calculated separately, the number of LEDs and optical sapphire will reach 82.698 million mm, the annual growth rate will be 22.3%, and the latter demand will be 2,620.4 million mm. The annual growth rate will reach 110.6%, of which iWatch The application has the largest annual increase; however, in terms of usage, the LED will be 3.2 times that of optical applications in 2015.
Due to the high demand and stable price of sapphire for LED, the supply of sapphire will be mainly based on this application. If you look at the size of LED corresponding to the demand of sapphire, it will be 4 inches, and will be 1,066 in 2014-2015. 10,000 pieces, 139,858 pieces, the annual growth rate will reach 31.2%, if converted to about 2 inches sapphire crystal rod length meter, 2014-2015 accounted for 56.7%, 60.9% of all LED applications.
In 2014, the supply of 4-inch sapphire crystal rods and patterned sapphire substrates was tight. In 2015, due to the new capacity and capacity of the two-story LED epitaxial plant, the capacity will be 4 inches. DIGITIMES Research estimates the 2015 4-inch sapphire substrate. The maximum new demand in a single month will be 277,000, and the number of patterned sapphire substrates will be 213,000.
Forecast of demand for sapphire for LED and optics from 2014 to 2015
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