"Now the pressure comes from production capacity, supply can not come. Hao Tian, chairman of Guiyang Optoelectronic Technology Co., Ltd., told reporters.
"The customer wants the supply to be as good as possible. Zhejiang City Technology Co., Ltd. insiders also expressed the same trouble".
Expansion of production has become the most important thing.
Listed companies are not bad money. Tian Tong shares (600330) plans to form an annual output of 10 million 2-8 inch crystal and wafer size in 2015.
Crystal photoelectric (002273) said that this year will be based on market demand for sapphire substrate and PSS for further expansion of production, the specific expansion of the number of production, there is no detailed figure out.
Reporters read the optical crystal at the end of 2013 issued a "consolidated profit forecast audit announcement in 2013 found that the optical crystal LED sapphire substrate revenue is expected to be 105 million 797 thousand and 600 yuan, get rid of the business cost 72 million 241 thousand and 200 yuan, LED sapphire substrate profit is 33 million 556 thousand and 400 yuan.
Crystal Sheng Electrical (300316) in May last year and the central shares investment annual output of MM sapphire crystal production project is expected in the first half of this year will be put into the 100 sapphire crystal furnace, and a large size based on the.
The East crystal electronic (002199) sapphire business from a subsidiary of Zhejiang eastgem optoelectronic, Mount Huangshan eastgem optoelectronic, East crystal Brent, just the current LED sapphire substrate products currently in small batch production and customer certification.
Even so, with the concept of sapphire, the listed company's share price is not too ugly, but also government subsidies can not be.
An optoelectronic sapphire substrate because of the project, its wholly-owned subsidiary of Fujian Jingan photoelectric Limited company in December last year, Anxi County Finance Bureau received a subsidy of 13 million 600 thousand yuan.
Jin Fu new material for "R & D" industrialization of nano imprint patterned sapphire substrate, obtained the Ministry of industry and information technology electronic development fund management office, a total of 5 million yuan of funds to support the project. The company claims that the use of nano imprint sapphire substrate, compared with the growth of LED on sapphire substrate, the brightness increased by more than 50%. However, the project is currently in the sample trial stage, is expected to be completed for a period of 3 years.
No government subsidies, did not raise funds, but private enterprises will not miss this wave of expansion of production".
This year, Jetion new materials have expanded production capacity in June will reach 300 thousand / month. Cai Jinrong, deputy general manager of Jiangsu Jetion new materials co..
Yuan Liang optoelectronics is also expanding production, this year will add 200 units of the level of 100 kg furnace. Yuan Liang Technology Co., Ltd. chief engineer Huang Xiaowei told reporters. 20%-30% capacity which will be used in the field of LED, the rest is used for other purposes".
A sapphire substrate market, but also stimulate the nerve sapphire related equipment manufacturers.
Han's laser (002008) recently responded to questions from investors said that in the field of LED sapphire substrate cutting, sapphire cutting equipment company has achieved scale sales, equipment price of RMB 2 million to $3 million.
But for the sapphire market sudden warming sun, Cai Jinrong was a little calm. "Now in the field of LED sapphire substrate is not where to go, because the production of crystal material is on the rise in labor costs, processing costs remain unchanged, the overall cost of production is rising, but the sapphire substrate prices flat is difficult, so the manufacturer's profit is not too optimistic. "Cai Jinrong said.
Perhaps it is LED sapphire substrate with poor profitability, sapphire substrate manufacturers have found opportunities for non LED applications and actively explore.
IPhone 5S Home key and camera cover are used sapphire material, heat transfer in the market a new generation of Apple products will also use sapphire material.
"We have been supplying sapphire materials to Apple's suppliers, and customers say how much it is. "Insiders said that the city of science and technology.
According to foreign media reports, apple and sapphire glass supplier GT Advanced reached a total of $578 million in production agreement, said GT Advanced a year for apple can produce 100 million to 200 million pieces of 5 inch iPhone sapphire screen.
The global market research firm TrendForce's green energy division LEDinside research associate Chu Chao said in the prospect of LED market demand, the handheld device needs application of kinetic energy was relatively strong, in addition to Apple sapphire material into the iPhone camera lens protection, as well as the Home Button application, LG will also protect the camera lens into the sapphire new product LG G2 this trend is also at the same time, is expected to drive the relevant mobile phone manufacturers use.
LEDinside estimated sapphire material in the non LED market applications this year will reach 36%, of which handheld applications related needs to reach more than 31%.
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