NEW YORK (TheStreet) -- Apple (AAPL - Get Report) has locked up a big part of the world's sapphire production capacity. Apple customers have a special appreciation for a finely crafted instrument. This will be big. Very big.
If Apple produces a new iPhone 6 with a 4.7-inch sapphire display, and most believe the company will, it will be a double win for Apple's competitive prospects. First, because we do so much more with our smartphones than just a few years ago, a larger display is something iPhone customers have been hungry for.
Second, that larger screen composed of sapphire will create a sensation of value and tactile appreciation all out of proportion to a comparable phone with Gorilla Glass. It will be a true "whole is more than the sum of the parts" effect.
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