Could Apple’s iPhone 6 Kill Corning’s Gorilla Glass?

From the looks of it, Corning seems very concerned over Apple’s possible direction in its next iPhone update.

Mar 7, 2014 at 8:00PM

To answer the question I pose in the title: No, not exactly.

However, that's not to overlook the fact that Apple's (NASDAQ:AAPL) possible use of one specific material in its upcoming iPhone 6 could spell disaster on specialty glass maker Corning's (NYSE:GLW) prominent Gorilla Glass franchise in the years ahead.

Speculation has swirled for some time now that Apple is preparing a significant change in its use of materials in its upcoming iPhone, specifically that Apple is will potentially ditch Corning's Gorilla Glass in favor of some kind of sapphire outer layer.

This is of course only conjecture at this early moment. However, judging by the commentary from a few of its executives lately, Corning appears it could be sweating the future of its popular mobile glass. And that's certainly worth investors' attention.

Gorilla Glass versus sapphire
This week, Corning executives Tony Tripeny and Jim Flaws took to the stage at Morgan Stanley's Technology, Media, and Telecom Conference, where they were hit with multiple analyst questions regarding their perspectives on Apple's growing interesting in sapphire glass.

Apple Logo Glowing

And as you might expect, the two Corning execs came out swinging and denounced sapphire glass and all it's evils. Tripeny went on the attack saying:

When we look at it, we see a lot of disadvantages to Sapphire versus Gorilla Glass. It's about 10 times more expensive. It's about 1.6 times heavier. It's environmentally unfriendly. It takes about 100 times more energy to generate a Sapphire crystal than it does glass. It transmits less light, which means either dimmer devices or shorter battery lives, and it continues to break. I think, while it's a scratch-resistant product, it still breaks. And our testing says Gorilla Glass, about 2.5 times more pressure that it can take than Sapphire can. So when we look at it, we think from an overall industry and trend, that is not attractive in consumer electronics. 

Tripeny certainly makes a compelling case in Gorilla Glass' favor. And just in case you missed the point, Corning has also added a section to its website comparing the two specialty materials in some real world tests.

However, Apple's interest in sapphire is also hard to overlook as well. Apple first introduced the material into its product lineup with a sapphire ring used to protect the iPhone 5's rear facing camera. Apple further incorporated sapphire in the iPhone 5s, where it now also covers the home button and finger print scanner. Where Apple will go from here with its use of sapphire is anyone's guess. However, many point to a litany of sapphire-related patents that Apple has filed in recent years to a broader ambition to eventually cover either the front screen or entire outer casing of the iPhone in the substance.

Apple's interest in sapphire is certainly understandable. Sapphire has a reputation for being one of the strongest and most scratch-resistant materials on earth, so much so, that it's just slightly less scratch resistant than a diamond. The key problem that's always held sapphire back from mainstream adoption is it's historically been hugely uneconomical to mass-produce. However, Apple appears to be actively seeking ways to solve this problem as well.

Apple being Apple
Last year, word broke that Apple had signed a $578 million multi-year contract with industrial crystal maker GT Advanced Material (NASDAQOTH:GTATQ). Apple's contract was reportedly to serve as funding for a new manufacturing facility in Arizona that will house GT Advanced Technology's large scale Advanced Sapphire Furnace. The announcement has also helped to fuel a massive rally in GT Advanced Technologies stock over the last year. All told, GT Advanced Technologies have surged a jaw-dropping 516% in the last 12 months alone.

Furthermore, the GT Advanced tie-up would be a classic Apple move. Apple tends to dominate its suppliers (Cirrus Logic anyone?), so it's not unreasonable to assume Apple's contract with GT Advanced Technologies will give Apple exclusive rights to most of, it not all, the new plant's output, at least for a few years. So if GT Advanced Technologies can create some kind of economically viable sapphire production process, it could set the stage for Apple to move away from Corning's Gorilla Glass in time.

An ideal position for Apple
Apple also tends to be a taste maker in tech, whether you buy it or not.

Detractors deride Apple for playing up what they view as only marginal improvements to its newest devices as genuine innovations. However, it's also hard to overlook the fact that Apple tends to push the envelope when it comes to product design. The iPhone 4s brought Siri. The iPhone 5s introduced fingerprint scanning. Only now are rivals like Samsung catching up to Apple on some of these features. The fact that we're even talking about these features as major differentiators between Apple and the rest of the pack goes to show how effective they can be as marketing tools if nothing else.

So in the final analysis, Corning's Gorilla Glass is and will remain the smartphone industry standard in the short-term. There are simply too many compelling reasons to use it today. However, Apple's observable interest and de facto role as smartphone taste-maker could spell trouble for Corning in the years to come, which is perhaps why Corning's executives came out so strongly against sapphire in the first place this week.

A better way to invest in the coming tech revolution Apple plans to start
If you thought the iPod, the iPhone, and the iPad were amazing, just wait until you see this. One hundred of Apple's top engineers are busy building one in a secret lab. And an ABI Research report predicts 485 million of them could be sold over the next decade. But you can invest in it right now... for just a fraction of the price of AAPL stock. Click here to get the full story in this eye-opening new report.

Andrew Tonner owns shares of Apple. The Motley Fool recommends Apple and Corning. The Motley Fool owns shares of Apple, Cirrus Logic, and Corning. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.

1 Key Step to Get Rich

Our mission at The Motley Fool is to help the world invest better. Whether that’s helping people overcome their fear of stocks all the way to offering clear and successful guidance on complicated-sounding options trades, we can help.

Feb 1, 2016 at 4:54PM

To be perfectly clear, this is not a get-rich action that my Foolish colleagues and I came up with. But we wouldn't argue with the approach.

A 2015 Business Insider article titled, "11 websites to bookmark if you want to get rich" rated The Motley Fool as the #1 place online to get smarter about investing.

"The Motley Fool aims to build a strong investment community, which it does by providing a variety of resources: the website, books, a newspaper column, a radio [show], and [newsletters]," wrote (the clearly insightful and talented) money reporter Kathleen Elkins. "This site has something for every type of investor, from basic lessons for beginners to investing commentary on mutual funds, stock sectors, and value for the more advanced."

Our mission at The Motley Fool is to help the world invest better, so it's nice to receive that kind of recognition. It lets us know we're doing our job.

Whether that's helping the entirely uninitiated overcome their fear of stocks all the way to offering clear and successful guidance on complicated-sounding options trades, we want to provide our readers with a boost to the next step on their journey to financial independence.

Articles and beyond

As Business Insider wrote, there are a number of resources available from the Fool for investors of all levels and styles.

In addition to the dozens of free articles we publish every day on our website, I want to highlight two must-see spots in your tour of

For the beginning investor

Investing can seem like a Big Deal to those who have yet to buy their first stock. Many investment professionals try to infuse the conversation with jargon in order to deter individual investors from tackling it on their own (and to justify their often sky-high fees).

But the individual investor can beat the market. The real secret to investing is that it doesn't take tons of money, endless hours, or super-secret formulas that only experts possess.

That's why we created a best-selling guide that walks investors-to-be through everything they need to know to get started. And because we're so dedicated to our mission, we've made that available for free.

If you're just starting out (or want to help out someone who is), go to, drop in your email address, and you'll be able to instantly access the quick-read guide ... for free.

For the listener

Whether it's on the stationary exercise bike or during my daily commute, I spend a lot of time going nowhere. But I've found a way to make that time benefit me.

The Motley Fool offers five podcasts that I refer to as "binge-worthy financial information."

Motley Fool Money features a team of our analysts discussing the week's top business and investing stories, interviews, and an inside look at the stocks on our radar. It's also featured on several dozen radio stations across the country.

The hosts of Motley Fool Answers challenge the conventional wisdom on life's biggest financial issues to reveal what you really need to know to make smart money moves.

David Gardner, co-founder of The Motley Fool, is among the most respected and trusted sources on investing. And he's the host of Rule Breaker Investing, in which he shares his insights into today's most innovative and disruptive companies ... and how to profit from them.

Market Foolery is our daily look at stocks in the news, as well as the top business and investing stories.

And Industry Focus offers a deeper dive into a specific industry and the stories making headlines. Healthcare, technology, energy, consumer goods, and other industries take turns in the spotlight.

They're all informative, entertaining, and eminently listenable ... and I don't say that simply because the hosts all sit within a Nerf-gun shot of my desk. Rule Breaker Investing and Answers contain timeless advice, so you might want to go back to the beginning with those. The other three take their cues from the market, so you'll want to listen to the most recent first. All are available at

But wait, there's more

The book and the podcasts – both free ... both awesome – also come with an ongoing benefit. If you download the book, or if you enter your email address in the magical box at the podcasts page, you'll get ongoing market coverage sent straight to your inbox.

Investor Insights is valuable and enjoyable coverage of everything from macroeconomic events to investing strategies to our analyst's travels around the world to find the next big thing. Also free.

Get the book. Listen to a podcast. Sign up for Investor Insights. I'm not saying that any of those things will make you rich ... but Business Insider seems to think so.

Compare Brokers