2011 global market demand for LED sapphire substrate will surge

According to statistics, due to the large number of LED manufacturers continue to enter the upstream, the demand for MOCVD devices is expanding rapidly, in 2011 only in the Asia Pacific region equipment procurement volume is expected to exceed 1000 units, by conduction, the global market demand for LED sapphire substrate will surge, the Blaupunkt stone substrate supply and demand will gradually surfaced.

Investment adviser senior researcher He Zaihua pointed out that in the current substrate technology, sapphire substrate to occupy the dominant position of absolute advantage. Nichia, TOYOTA is using synthetic sapphire, the big LED companies, CREE is the use of silicon carbide silicon carbide substrate because of its master generation technology mature, thus forming the silicon carbide dominate a field. For most businesses, selection of silicon carbide technology, sapphire substrate has mature technology is obviously better than that of low cost which is the cost of sapphire substrate is to seize the market, but also silicon carbide and GaN substrate without reason for large-scale development.

2010 years, the backlight plate is the absolute strength, pulling the sapphire substrate needs the mobile phone, display, LCD TV industry shipments directly stimulating the sapphire substrate with permeability increasing, demand growth trend in the field of mobile phone gradually slowed down, then demand for sapphire substrate will be reflected in the large LCD TV on demand and, in December, "flat-panel TVs efficiency limit value and energy efficiency rating" will be implemented, this opens a new breakthrough for LED LCD TV demand.

According to the investment adviser released "2010-2015 China semiconductor lighting (LED) industry investment analysis and prospect forecast report" shows that the total grain demand in 2010 the whole backlight accounted for 48%, which means that on the sapphire substrate requirements should be as high as 3 million 500 thousand. LED lighting penetration of 1% each, will directly stimulate the growth of sapphire substrate demand of the 1 million 70 thousand, if the global penetration rate of up to 50%, will form an incremental demand for sapphire substrate of 53 million 500 thousand.

Director of investment adviser Zhang Yanlin pointed out that the downstream electronics market demand will be more intense, so large-scale demand will lead manufacturers continue to increase production capacity to meet market demand, but because of the high barriers to entry, in short supply situation, prices will rise significantly, which has been in the first half of 2010 has reflect the dual influence of rising in price and demand, existing firms will significantly benefit.