In the LED industry, there is a similar "Moore's Law", called Haitz law, which means that the price of LED will decrease by a tenth every 10 years and the performance will increase by a factor of 20. The large size technology can reduce the production cost and make the application size gradually develop from 2 inches to higher size. Large-size crystal bar can reduce the loss of raw materials. A 6-inch wafer can produce chips 10 to 12 times as many as a 2-inch wafer, but the increase in geometric area is only 9 times as much. The "edge effect" caused by the decreasing curvature of the wafer can produce more chips in the periphery.
As the size of sapphire substrate increases, the upstream production process and equipment level should also be improved accordingly. Therefore, overcoming the process and technical difficulties will increase the cost to some extent, but large crystals can produce scale effects and integrate with existing semiconductor manufacturing processes, resulting in the overall cost reduction. The industry's shift to larger sizes will reduce production costs and ultimately expand the range of sapphire applications. For companies, the explosion of LED applications will drive demand for sapphire bar, and the increase in the thickness of larger wafers will also drive demand for materials. Therefore, under this trend, companies that have capacities to produce large sapphire or those that pre-positioned in large areas will benefit.
