Apparently, Apple had enough synthetic sapphire to cover and protect the screen of the iWatch, but also the iPhone 6.
Over 2,500 furnaces are now in operation, analyst Matt Margolis says, and more than 200 million units are expected to be fabricated annually.
“As a result of my most recent supply chain check I believe that the Mesa sapphire operations will have ample supply to cover the iWatch, the 4.7″ iPhone and the 5.5″ iPhone with full sapphire cover glass in 2014,” Margolis wrote.
“Additionally, the maximum sapphire screen capacity of the Mesa facility is likely to exceed 200m annual units. My most recent supply chain check confirms that GT’s sapphire business with Apple is likely to approach or exceed $2B annually or $2.00 earnings per share using an estimated ASP of $10 per unit.”
Sapphire is expected to be used for the display of the iPhone 6 and the iWatch. It is already found in the iPhone 5 and 5S where it protect the camera and in the Touch ID.
The iPhone 6 will be released in two versions: one with a 4.7-inch display and one with a 5.5-inch screen.