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Re: OpinionEMA post# 46517

Tuesday, 03/04/2014 10:27:22 AM

Tuesday, March 04, 2014 10:27:22 AM

Post# of 233216
Hi Anax,

my English is not that good so far. So, I hope in detail we'll have no misunderstanding.
Great article at your homepage - thanks so much!
Now, a few days later we may a bit more wise about what will go on and pretty sure to receive answers.

Regarding the latest announcements of vendors for Apple especially from GTAT side I'm very interessted in your opinion regarding article below.
I would like to point out that GTAT is going to start production of sapphire glas in latest plant Arizona where a lot of people ask themselves why this plant has to be this huge?
On the other hand we have a cost issue where insiders argue that 1 furnace of sapphire glas will cost about 20-30$ and furnace of gorilla glas almost 3$.
Yes, Apple will have this money for investment and may be they will have the money for investment in having sapphire glas plus liquidmetal elements. But I'm not sure whether this product will be competitive regarding Android-phones especially in China where you can adress so many people with a new iPhone. Ok - so far!

What I would like to underline is the most likely action that common sapphire glasses will consist of one layer sapphire glass (very thin) on top, glass in centre (may be gorilla glass or much cheaper one in thinner dimensions) and another sapphire glas at the bottom side (identically like the top one) with the 'new technology' (Hyperion) by GTAT which will be announced at March the 14.

Advantages:
- Cost reduction (Amazing!!)
- Higher scratch resistance then just using glass
- higher efficiency at GTAT side
- huge plant of GTAT makes more sense
- a big competetive edge for Apple

Do you think your ideas how to manufactue liquidmetal and sapphire glas is also working when you substitute just glass with a 'sandwich' (sapphire glas+normal glas+sapphire glas)?

I guess this is right now the challenge for Engel+Nypro+MTRN+LQMT

Thanks for feedback in advance.

http://techcrunch.com/2013/11/11/apple-fires-its-ion-cannons/

http://seekingalpha.com/article/2062083-gt-advanced-technologies-is-ready-to-electrify-the-mobile-world?source=nasdaq
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