Sapphire was once abandoned by Apple's iPhone 6 and is now being reused by AppleWatch, which may bring the new sapphire industry into a troubled sapphire industry. With the power of AppleWatch, Sapphire once again launched a wide-ranging offensive into the consumer electronics arena. The demand for traditional sapphire market is very small. It is understood that sapphire is a kind of corundum gemstone, which was first widely used in some luxury and luxury watches. The application of artificial sapphire in the industrial field mainly includes the LED industry and the consumer electronics industry, and the application in the LED industry is a relatively traditional market for sapphire. In the past, the traditional sapphire industry mainly included the window market and the LED sapphire substrate market, in which the window market was biased towards customization and the price elasticity was small. The substrate market accounts for more than 70% of the demand for the traditional sapphire market, but the substrate market depends on the demand for LED downstream epitaxial wafers. If the downstream demand is good, even the substrate price increase extension manufacturers can easily absorb the cost. Conversely, if downstream demand is not good, even if the substrate is cut in half price, it will not stimulate more demand. Therefore, on the whole, the demand elasticity of the traditional sapphire market is generally small. However, sapphire later found a new way out in the consumer electronics market. Sapphire and consumer electronics have come down from Apple's iPhone5 to introduce sapphire into the lens protection cover, and then to the iPhone5S to use sapphire for the home button, sapphire has a deep fate with technology electronics. However, this fate has become extremely tortuous with the changes in Apple's product planning, and finally evolved into a deep shack. The sapphire concept was hit hard at the top of the technology industry. At the end of 2013, GTAT signed a $576 million sapphire supply agreement with Apple. And, at the time, there were rumors that the iPhone 6 would give up Corning Gorilla Glass and use a sapphire screen. This action of Apple set off a boom in the domestic sapphire industry. At that time, the A-share market even created some big sapphire concepts. But then Apple released the iPhone6 ​​and iPhone6Plus did not use the sapphire screen, which also led to GTAT directly declared bankruptcy. This poured a cold water on the entire hot sapphire industry. At that time, many sapphire companies fell into losses and even went bankrupt. For a time, the collapse of the sapphire industry was rampant. Abandoned by the iPhone6, it became the darling of AppleWatch. It is understood that Apple decided not to use sapphire as a mobile phone screen because sapphire is more fragile than Corning glass, and because the sapphire manufacturing process is more difficult than the market, the cost has increased accordingly. Quite a lot.

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