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It is understood that Apple's first launch of iWatch will have men's and women's watches, the cover will be fully sapphire cover, respectively 1.6 inches for men and 1.33 inches for women. Since iWatch was launched at the end of 2014, if there are 5 million demand for iWatch in 2014, it is estimated that it will generate 6% sapphire market demand.
As for the total shipments of iWatch in 2015, there are many different opinions. It is currently known that iWatch has 13 million stocks in the first quarter of 2015. If the sales situation exceeds expectations, the most optimistic estimate on the market will have the opportunity to ship to 60 million. At that time, the demand for the overall sapphire cover will account for 27% of the global sapphire substrate consumption, and the total consumption of the overall sapphire substrate will more than double, reaching 129% compared to 2014. Therefore, the acceptance of iWatch by the consumer market will determine whether the supply of sapphire substrates in 2015 is tight.
Apple is about to launch iWatch or further drive sapphire substrate requirements
At the end of 2014, Apple is about to launch iWatch, and there will be a high chance of using the sapphire cover, which is expected to further drive the market demand for sapphire substrates. The iWatch sapphire cover is expected to reach 6% of the global sapphire market demand in 2014.