AppleInsider, 9to5Mac and other foreign companies reported on April 30, UBS AG analyst Stephen Chin published a research report, the supply chain survey showed that the sapphire plant in Arizona is obviously mass production as early as March. Sapphire, but the initial production is not much. It is reported that only 100 crystal growth furnaces have been activated. It is estimated that 1,500 new crystal furnaces will be installed in the second half of the year.
According to the survey, the sapphire crystal rods shipped to the mainland in March were only about 2,200 kilograms. Matt Margolis, an analyst who had previously reported on the purchase of Apple's sapphire crystal growth furnace, said on the blog on April 30 that according to UBS's report, 2,200 kilograms of sapphire crystal rods can make about 100,000 to 115,000 pieces. Sapphire screens, and the price of these sapphire screens may be set at between $8.5 and $10 per piece.
However, Chin believes that Apple's mainland foundry partners should now use these limited sapphire materials to make the scratch-resistant protective layer of the iPhone 5s "Touch ID" back to the home button and the protective cover of the camera lens.
In addition, Chin also estimated in the report that the sapphire shipments in March were only about $1 million, and once the capacity of the Arizona plant was fully opened, Apple's mainland foundry partners could receive a total of 5,000 per month. Ten thousand dollars of sapphire material.
Extreme recently confirmed last week that it received Apple’s third prepayment for the sapphire supply contract, and Chin believes that the special will receive the fourth and final advance payment in May. According to Chin's survey, the offer of sapphire materials is about 25% cheaper than other Apple suppliers.
According to market rumors, the operation of the Arizona Sapphire Plant was expanded in March, possibly to accommodate unknown components with rising production yields. In addition, documents submitted to the US International Trade Administration in January also showed that Apple will actively expand the production capacity of a key sapphire part by the end of February, and that part will be sent out of the United States for assembly.
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