Sapphire market 08. A comprehensive survey on the main market metrics and companies involvement in the sapphire for electronic applications business

Transcription

1 Sapphire market 08 A comprehensive survey on the main market metrics and companies involvement in the sapphire for electronic applications business Lumileds OSRAM OKI Infineon II-VI Dow corning rue Sainte Geneviève, F Lyon, France Tel : Fax : Web:

2 Main applications of Sapphire-based devices Sapphire substrates Nitride LEDs GaN/Sapphire Blue, Green and White LEDs Silicon-on-Sapphire (SoS) Antenna Switch Modules Automotive, general illumination, signs, displays, screens Mobile & wireless communication Sapphire market

3 Growth methods of sapphire substrates (1/4) Stepanov (EFG) : Edge-defined Film-fed Growth: Growth speed is 1 to 4 cm/hour in inert medium (argon). Crystals up to 500 mm long and 80 mm wide are grown. Crystals grown by this method can have different crystallographic orientations (A, R, random) and are mainly used for industrial & mechanical applications. This method enables the growth of complicated shape crystals. By default, Stepanov method makes sapphire ribbons for substrates. Heating/melting Transporting/touching/pulling Cutting Sources: Namiki Sapphire market

4 Company business model (1/2) Growing (rods) Cutting (blanks) Polishing (epi-ready) Company A Company B Company C Company D Company E Company F Company G Company H Company I Sapphire market

5 2007 Total sapphire vendor revenues (split by Optics & Electronics) 2007 revenues in M$ Data includes: rods + blanks + epi-ready substrates business Sapphire market

6 2007 sapphire for electronics. Vendor revenues split by LED vs. SoS 2007 revenues in M$ Total 2007 market size: $ millions Data includes: ingots + blanks + epi-ready substrates business Sapphire market

7 Sapphire substrates consumption for LED Regional usage breakdown 2007 and 2008 Sapphire subtrates volume for LED Regional usage breakdown in 2007 Taiwan Japan USA Korea Region 2" Wafers/month Europe 3% USA 10% Japan 22% Korea 9% Malaysia 0% Others 1% Taiwan 55% Europe Others Total / month (Units) Total / year (Munits),614 Estimation for 2008 Europe 2% Malaysia 1% Others 1% Estimation of the 2 equivalent sapphire wafers consumption in 2007 USA 9% Korea 10% Japan 19% Taiwan 58% Sapphire market: LED

8 Antenna Switching Module (ASM) market data and main players Antenna switch modules (ASM) is accounting for ~x.x% of the total RF device content of a cell phone in value ASP is in the $. - $. range depending on the technology Avago (US) Anadigics (US) Freescale (US) Hitachi ME (J) Matsushita (J) GaAs phemt PiN Diode MEMS SoS UltraCMOS Murata (J) OKI (J) Peregrine (AU) Renesas (J) Skyworks (US) Teravicta (US) TriQuint (US) WISpry (US) Sapphire market: SoS

9 sapphire substrate market size and volume for SoS applications Volume (units) Revenues (M$) Sapphire market: SoS

10 Monocrystal PLC, Inc. (Ru) 3/3 Products specification (next): Sapphire Substrates:» 2, 3, 4, 6 and 8 inch c-plane & r-plan epi-polished substrates for GaN deposition and electronics» epi-polished surface, Ra < 0.2 nm» precise orientation tolerance up to ±0,05 0» off-axis orientation available» high back side roughness uniformity up to ±0,1um» single and double side polished Production: FY 2007: Total production capacity: Million of 2 equiv. wafers Revenues: % - % are sapphire substrates & rods, % - % are SoS wafers, % - % are optics, Wants to increase their production and revenue of 30% in Source: Enegomera website