The war behind the iPhone6, the hardest hit hard
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Corning is a long established company whose history dates back to 1851. Now Corning is a large company with a market value of more than 27 billion US dollars, and the name is very loud. As early as the 1950s, Corning began to become a leader in the field of tempered glass.
It is said that before the release of the first generation of iPhone, Apple's former CEO Steve Jobs took the lead and chose Corning as a screen glass supplier, giving Gorilla Glass a chance to start a mass production. Subsequently, Gorilla Glass took the fast-paced development of smartphones, and Corning introduced a series of modified products.
The second generation of gorilla glass reduced the original thickness, and the three generations of continuous improvement resulted in better scratch and strength performance. A large part of the screens we use on smartphones and tablets today use Gorilla Glass.
Compared with the plexiglass used in early mobile devices, Corning Gorilla Glass is indeed more ideal in terms of hardness and pressure resistance. A famous experiment made by Steve Jobs was to use the key to scribe on the screen of the mobile phone, and it is difficult to produce traces. Therefore, many students chose not to give the phone a film.
But in fact, the gorilla glass is not as strong as the legend. According to the Mohs hardness, the hardness level of gorilla glass is about 6 - which is obviously not good enough in the range of 1-10. In particular, a substance called quartz is widely found in our living environment. Its main component is silica, which is the most widely distributed mineral in nature. Small to a dust, as large as every corner of the world, there will be quartz or quartz particles. Quartz has a hardness rating of 7, which is higher than the gorilla glass, enough to leave scratches on the phone screen.
Therefore, many students who do not give a mobile phone film often find inexplicably found some small traces on the screen of the mobile phone. The presence of these scratches will also further aggravate the problem that the screen glass may break when the phone is next dropped.
The problem with gorilla glass (and similar to the glass of Asahi Glass) has led people and the industry to pay more attention to GTAT (GT Advanced Technologies) sapphire glass. Sapphire glass is much more powerful than gorilla glass in combating scratches. At present, Apple has begun to invest in this kind of glass. Foreign media speculate that sapphire glass is likely to be applied to the next generation of iPhone, which may become an opportunity for sapphire glass to fully land on the smartphone stage.
The strongest challenger appears
Founded in 2006, GTAT is more than a century behind Corning and has a market capitalization of $2.3 billion. Obviously, this company is currently not an order of magnitude with Corning. GTAT's business involves polysilicon, solar, photovoltaic, sapphire glass, LED and other electronic products. For the smartphone industry, GTAT is indeed an absolute newcomer.
At the MWC 2014 conference, we saw the power of sapphire glass. The sapphire glass made by GTAT has a Mohs hardness of 9, which is second only to diamond, which is diamond. Its anti-wear ability is naturally extraordinary. According to GTAT's live demonstration, sapphire glass is much stronger than gorilla glass or dragon track glass, and there is no need to fear the threat of quartz.
For the rumors that Apple will use sapphire glass screens for the next generation of iPhones, and the growing optimism about the development of sapphire glass, Corning Senior Vice President Tony Tripeny responded with a more excited response last week: "In our opinion, sapphire glass There are many disadvantages than gorilla glass. The cost of sapphire glass is 10 times more and the weight is 1.6 times more. It is not environmentally friendly. It consumes 100 times more resources than gorilla glass. It has poorer light transmission and leads to more screens. Dark or reduce battery life. And it's very fragile, it's scratch-resistant, but it's still broken."
Corning’s response to sapphire glass also includes “Sapphire glass will not be an important threat†and has released a test video to demonstrate the absolute strength of Gorilla Glass in terms of compression while attempting to inform users. : This kind of glass will be smashed when it falls!
Does Corning really "don't care" about sapphire?
But in reality, most smartphone screens don't suffer from the extreme external pressures like Corning's experiments, and the screen fragmentation caused by the fall of the final device has a considerable relationship with the scratches and breaks that have appeared on the screen itself. Opponents believe that a three-generation gorilla glass that is flawlessly perfect is of course much less likely to be broken than sapphire glass when it falls, but if the gorilla glass has scratches on it, the situation is different. The small cross section will affect the structural stability of the whole piece of glass, and the uneven force is the main culprit for the falling and breaking of the screen of the mobile phone.
From Corning's excitement and unexpectedly serious response, although they said that sapphire glass is "not a threat," the official tone of the rhetoric has exposed Corning's panic, and analysts have begun to vote with their feet. Corning’s stock fell sharply when Apple announced an agreement with GTAT to supply sapphire.
As production increases and technology advances, the cost of sapphire glass will not be a problem, and better solutions can be found in terms of weight and light transmission. Clearly, sapphire glass has become the strongest opponent of gorilla glass in the future.
In addition, it is particularly worth mentioning that the application of sapphire glass is not limited to the screen of a smartphone, but is also widely used in other parts of the mobile phone. For example, the iPhone 5s camera and the Home button are already using sapphire glass. So Apple and GTAT signed an agreement to supply sapphire materials for the production of components at the Apple Arizona plant, which does not necessarily mean that the sapphire glass will be applied to the screen of the iPhone 6. Sapphire glass is required for the next generation iPhone, iPad camera, Home button, and rumored iWatch screen surface.
Statistical agency IHS believes that the demand for sapphire glass by smartphone manufacturers will continue to increase. For example, LG G2 smartphones also use sapphire glass on the camera lens surface, and other equipment manufacturers are expected to follow up quickly. At present, Apple has applied for a patented technology that combines sapphire glass sheets with superficial glass. Perhaps it is not necessary to fully use sapphire glass to obtain some of the advantages of this material in the future. I believe these are enough to make Corning feel A major threat.
The decision is back to Apple again
For many students who are unwilling to film their mobile phones and believe that the most important hand feels, the appearance of sapphire glass is indeed a boon. However, the warriors who really dare to put sapphire glass on the screen of the mobile phone, there is only one luxury brand Vertu - most Vertu mobile phones are priced at more than 10,000 US dollars, far from the civilian population. In other words, the time left for Corning is still abundant.
Like the Corning gorillas of the year, the real explosion of sapphire glass in the smartphone industry is estimated to depend on Apple. If the Apple iPhone 6 is really using sapphire glass on a large scale, the impact on the industry will be difficult to estimate.
Will sapphire become the next benchmark in smart phones? Compared to watching the lively, Corning is probably the one who cares most about the answer.
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