[January 10, 2013]

Research and Markets: Sapphire Substrates 2013 Report

Research and Markets (http://www.researchandmarkets.com/research/68qnv9/sapphire) has announced the addition of the "Sapphire Substrates 2013" report to their offering.

Excess capacity to trigger massive consolidation and attrition.

Will cell phone windows come to the rescue

Significant overcapacity and low LED substrate prices will affect the profitability and viability of many sapphire players in 2013 and beyond, but emerging applications could transform the industry.

The sapphire material shortage experienced from 2010 to early 2011 created a window of opportunity for new entrants. In the last two years, more than 80 companies announced their intention to enter the industry, bringing the potential number of players to 130+ - with more than 50 of these potential new entrants located in China. Coupled with slow demand from LED makers in 2012, this has created a very challenging environment with cores and wafers often selling at prices at or below manufacturing cost. Revenues increased 15% in 2011 but are expected to drop 9% in 2012 due to lower Average Selling Prices, despite volume increase and a favorable product mix with the percentage of PSS wafers increasing dramatically. These difficult market conditions will trigger an industry rationalization through consolidation and attrition that should take place in 2013 and 2014; activities that the Yole Finance business unit is monitoring closely. In the long-term, as the environment remains extremely competitive, we expect the industry to evolve toward a more vertically integrated model in order to limit margin stacking. A handful of tier-1 worldwide leaders shouldemerge from this rationalization, along with smaller tier-2 regional players.

This report presents historical and future price trends for material and finished wafers, as well as a detailed supply/demand analysis. Volume forecasts are presented for material, standard and PSS wafers, along with a revenue forecast for finished wafers.

Key report features

This report provides a detailed analysis of the sapphire industry, including revenue, volume and price trends for all major substrate applications. It also includes an extensive list of manufacturers with current and planned capacity, and an analysis of established and emerging manufacturing technologies. The drivers and dynamics of the LED and SoS markets are analyzed, and a preliminary view and plausible scenario are provided on emerging non-substrate applications in cell phones.

Key Topics Covered:

Glossary

Executive Summary

What we Saw, What we Missed

2008-2017 Sapphire Substrate Market Forecast

Major Industry Trends

Key Points for 2013

1 - Industry Overview

2 - Sapphire Substrates for Nitride LED

3 - Sapphire Substrates for RF Applications: SOS (News - Alert) and BS

4 - Worldwide Sapphire Capacity Analysis

5 - Patterned Sapphire Substrates (PSS)

6 - Sapphire Manufacturing Equipment

7 - Alternative to Sapphire for LED Applications

8 - Non-Substrate Sapphire Applications

9 - Company Profiles: Established Vendors

10 - Company Profiles: Emerging Vendors

Companies Mentioned

Sapphire makers:

- Alpha Crystal Technology

- Aurora Sapphire

- BIEMT

- Changzhi Hongyua

- Crystaland

- Technology Crystal

- Crystal Applied Technology

- DJ laser

- DK Astec

- ECEC

- GCL/GAPSS

- GTAT

- Haotian Optoelectronics Technology

- Heifei Crystalbridge

- Hyperion

- Iljin Display

- Jeshine

- Jiaozuo City Crystal Photoelectric

- KCC

- Kyocera (News - Alert)

- Monocrystal

- Namiki

- NCB Network

- NGC China Transmission

- OCI

- Procrystal

- Rubicon

- Saifei

- Saint-Gobain

- San Chih Semiconductor

- Sapphire Technology

- SAS (News - Alert)

- Shinkosha

- Silian

- SSLM

- LG-Siltron LG

- Sumitomo Metal Mining

- Tera Xtal

- Trinity Material

- Union Light Technology

- USI Opto

- Wafer Works and others

Equipment Makers:

- Apeks

- Arc energy

- Crystal Tech

- Dai Ichi Giken

- Ezan

- Fukuda Lab

- Greenmore

- GTAT

- Juropol

- Meyer Burger

- OK Sapphire

- Omega

- Pryroda Engineering

- Strasbaugh

- Tech Sapphire

- Thermal Technology

- United Crystal and others

For more information visit http://www.researchandmarkets.com/research/68qnv9/sapphire

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