Analysts at JP Morgan securities suggest that production output of sapphire display covers are not enough to satisfy all iPhone 6 demand and say that sapphire will be restricted to higher-end variants of the iPhone 6 only, in a report highlighted by the Taipei Times.
JP Morgan says that sapphire display cover volume will be about 10 million units in 2014. To put this number into perspective, Apple sold 51 million iPhones in the first full quarter of iPhone 5s sales last year.
“Sapphire covers will also be restricted to high-end iPhones, possibly the 128GB [gigabyte] ones,” the brokerage said in the report.
The report says that sapphire will be limited to higher-capacity iPhone models, “possibly” only the 128 GB SKU’s. The additional cost of sapphire over Gorilla Glass also factor in, aside from pure production limitations.
Matching a report from yesterday, the analysts also suggest that not all iWatches will ship with sapphire coatings, either. Both the iWatch and the iPhone 6 are expected to be announced in the third quarter.
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