Benefit from the growth in demand for terminal lighting PSS substrate sales popular

Recently, crystal Optoelectronics (SZ.002273) announced the 2012 annual report, the annual report shows that last year the company sapphire substrate revenue of 49 million 853 thousand yuan, gross margin of $14.74%.

Crystal photoelectric at the end of 2010 began to invest in the construction of LED sapphire substrate project, the current formation of sapphire flat monthly production capacity of 200 thousand, sapphire PSS production capacity of the size of 50 thousand. Data show that in 2012 the company achieved profitability sapphire performance, net profit of 2 million 900 thousand yuan. Crystal optoelectronic aspects, said in 2013, the company will continue to increase the intensity of LED sapphire project market development, accelerate the promotion of PSS market share.

In addition, the East Crystal Electronics (SZ.002199) also said in its annual report, in 2013 will promote the process of LED sapphire substrate, patterned substrate (PSS) project to accelerate the production of sapphire substrate, patterned substrate (PSS) batch.

Reporters learned that the substrate is formed flat sapphire crystal rod through a simple cut grinding processes, while PSS is the substrate by etching the substrate in ordered cone surface to achieve the light in the substrate of the multiple reflection, so as to achieve the chip external light extraction efficiency.

PSS compared with flat film, the brightness of more than 30% of the upgrade, but also higher luminous efficiency.

With the upstream technology, equipment localization rate continues to improve, the cost of LED lighting is also declining, in 2013 LED lighting market demand will be improved. For the increasing demand for the PSS substrate of the lighting chip, many chip factories are increasing the use of PSS substrate.

"Now our Blu ray chips are already using the PSS substrate. Liu Xiwen, deputy general manager of the G20-LED summit members of the company, Shandong Huaguang Huaguang optoelectronics Limited by Share Ltd said that the current wave of Huaguang blue LED chip (1023 Series) into a white light device, light efficiency of more than 140lm/W.

PSS higher than the flat and sapphire crystal profit margins are high, but the market supply and demand is relatively tight. "Jiangsu vice president of electronic products Co., Ltd., vice president of sales told Ling told the" LED "reporter.

At present, most of the domestic planning and production capacity of sapphire project focused on flat, PSS substrate production capacity is low, PSS capacity is still in the expansion period. Data show that the market price of 2 inches sapphire flat substrate is still in the vicinity of the cost of $7, $8.

"Flat film prices have been lower than the average cost of the industry, while the processing and sales of PSS relatively stable, and the gross margin, the price is about twice the flat, basically around $15. Days Tong shares (SH.600330), said Guo Yuebo, director of marketing.

"PSS is a new technology that developed in recent three years, practitioners are relatively small, high technical difficulty, PSS market is not as flat as in a fully competitive stage of the competition, so the price and gross profit are good, can be said to be 'nice'. Guo Yuebo told the high tech LED reporter.

Especially since the beginning of this year, the rapid growth of the market demand for LED lighting applications, sapphire substrate sales have improved, especially the sale of PSS substrates.

PSS price, gross profit in the current position can not be maintained long enough to say, because now long crystal factory, epitaxial chip factory are beginning to do PSS. "Suzhou sea platinum crystal Ltd domestic business department director Zhang Xiangxin said, sapphire is more to consider the product yield, the yield will have high profits, companies should be more from the good rate of.