Apple and State of Arizona filings have come to light today that indicate Apple is rapidly expanding its Mesa, Arizona operations and GT-Advanced sapphire crystal production. PTT Research Senior Analyst and GTAT investor Matt Margolis shared the new documents from his latest research with 9to5Mac. The first interesting piece of the filings is a letter from Apple’s Director of Global Trade Compliance James J. Patton from early July to the U.S Department of Commerce:
A new report filed by The Wall Street Journal today is the latest to claim that Apple’s next generation of iPhones will sport sapphire displays. In addition to commentary from analysts over how the more expensive material could impact costs for Apple, the WSJ report includes the following tidbit:
Apple is considering using sapphire screens in more-expensive models of the two new, larger iPhones it plans to debut this fall, if it can get enough of the material, people familiar with the matter say.
Two things are notable in mention above. First, the WSJ mentions “two new, larger iPhones” as reports continue to describe both a 4.7-inch and 5.5-inch model to be introduced with the latter size possibly available after the former. Next, the WSJ describes sapphire displays as possibly only being available on “more-expensive models” of the new iPhones.
After showing more journalists around its solar-powered North Carolina data center (where it is building a third solar farm), Apple says that its new focus for renewable energy is its supply chain. The Guardian reports that the sapphire factory in Arizona forms part of this initiative.
The company is also moving to install solar and geothermal power at a plant in Mesa, Arizona that has been manufacturing sapphire glass. Apple would not directly comment on the Arizona factory but the state’s governor, Jan Brewer, has publicly praised the company’s decision to relocate there and to use solar and geothermal in manufacturing.
Apple’s VP of environmental initiatives Lisa Jackson said that the company is conscious that its supply chain cannot claim the same green credentials as Apple itself … Read more
With a long list of leaks in recent months showing mock ups of the 4.7-inch and 5.5-inch iPhones expected for release this fall, today we get a look at what is reportedly our first at the flexibility of the iPhone 6’s new sapphire cover glass. There’s not much information surrounding this leak or confirmation that what we’re looking at is the real deal, but the sapphire material is indeed something Apple has ramped up production of in recent months at its new Arizona plant. Read more
Apple’s new sapphire crystal component producer GT-Advanced announced its Q4 2013 earnings results yesterday, and in addition to talking about the past quarter, the company shared some details about its future and its well-publicized partnership with Apple.
We previously indicated, based on research into publicly available shipping documents, that we expect Apple and GT-Advanced to be developing sapphire crystal displays for a future iPhone model. The companies are likely to be able to produce over 100 million displays this year…
A report published in Taiwan’s Economic Daily News, via Mac Otakara, reiterates the flurry of previous reporting that Apple will release two new iPhones this year with larger displays, around 4.7 and 5.6 inches respectively. This has been reported countless times in the past by multiple sources. It also says that Apple is targeting a release in the third-quarter, again unsurprising at this point.
However, the report goes onto say that only the larger of these two phones will feature sapphire-glass. According to this sketchy report, the 4.7 inch model will continue to use Corning’s Gorilla Glass like the current iPhone 5s and 5c.