A sapphire substrate Q3 fear hopeless hike

Despite the strong backlight and lighting needs, LED grain plant operation with improved, but the upstream raw material price third season is still no sapphire substrate by chance, mainly because the grain factory strictly control the inventory of raw materials, and at the end of the season and will enter the traditional off-season LED industry, expected 2 inch product price third season will remain at $8.5~9 (255~270 NT), and the second quarter is.

In July, although the price change is not big, but with inventory factors disappear, the number of working days stabilized, legal person said, including Zhao Yuan (4944), (4969), Jia Xin Crystal Crystal (5242) such as sapphire factory single month compared with June revenue is still expected to continue to rise.

Sapphire substrate factory monthly revenue profile quotes little room for further decline

Xin jingzuan spokesman Li Jizhen said that the current customer order condition is stable, but the price adjustment space is small, the customer will accept the price is not high, but prices fell in the space is not large, so the price may not be a loss, but the profit is still relatively limited.

The grain size of LED crystal power plant (2448) spokesman Zhang Shixian said that the sapphire substrate is blue LED grain main raw materials, the demand for blue backlight and lighting up while increasing, but the gross margin is not four yuan if the product, therefore accept the limited space of sapphire substrate prices.

Increase the proportion of PSS profit

In order to optimize the product mix, sapphire substrate factory began to increase the proportion of PSS (Patterned Sapphire Substrate, patterned sapphire substrate) products. Legal person said, compared with the current LED sapphire substrate, the grain production of PSS luminance can improve about 20%, but is also a 2 inch products, 2 times PSS is the sapphire substrate, the substrate is conducive to plant to enhance profit.

Xin diamond said that if the amount of revenue from the point of view, the current PSS monthly revenue proportion has come to about 40%. Xin Crystal PSS process began to import 4 inches in the second quarter, has been developed, can be customer requirements of production of 4 inch or 2 inch PSS. But the 2 inch crystal Xin said, PSS or Taiwan customers from the mainstream, if the proportion of shipment, 2 Inch 4 inch is still as high as 90%, only 10% of the proportion of the single crystal diamond; Xin month 2 inch PSS product capacity of up to 5~6 million tablets.

Good crystal optimistic about lighting demand

Jia Jing said that the current demand for the third quarter, it should still be a slight moderate direction of growth, but in the long run, still optimistic about the explosive development of the lighting market. In response to the needs of the lighting market, the first half of the crystal has been completed PSS production capacity planning, is expected in the third quarter will be able to smooth out. In addition, good crystal also plans to continue to expand, including sapphire crystal, wafer processing and PSS production capacity, the goal will be completed 2~6 inch sapphire crystal rods, wafers and PSS and other product processes.

Crystal electricity, said the use of PSS is not significant, if the customer will be designated to use, the current proportion of clients using PSS about 20%, mainly OEM, do not worry about the problem of patent based customers.