Breakdown of domestic sapphire substrate investment is very hot crazy

Sapphire (Al2O3, English name Sapphire) is made of gallium nitride (GaN) epitaxial layer of the main substrate material, GaN can be used to produce ultra-high brightness blue, green, blue and green, white LED. Sapphire substrate in the past is a large application of missile warheads and watches, and later applied to the LED substrate. The sapphire substrate of the blue LED grain is cut by the sapphire crystal rod.

Pull one hair and the whole body, with the LED lighting market demand take-off, sapphire demand is also rising. According to insiders, sapphire substrate accounted for up to 20% of the cost of LED, can be regarded as the highest cost of materials in the LED supply chain. With the LED sapphire crystal rods, substrate production capacity has been out, the price of sapphire substrate on the wave of a wave after wave. So, sapphire substrate production capacity will be excessive, the price will decline?

Sapphire substrate manufacturers competing to expand production capacity to release next year

Crystal Bridge

Total investment 1 billion 500 million years production capacity of 2 inches 10 million

In January this year, the board of directors of the company shareholders, PowerSav CEO Brad Hansen inspected Hefei, PowerSav company decided to three party to jointly funded the establishment of Hefei bridge crystal photoelectric Polytron Technologies Inc, investment in the construction of LED upstream sapphire crystal production project. Plans through 3 to 5 years of rapid development, creating more than 2 billion yuan LED sapphire chip sales, and pull the middle reaches of the LED related to the development of the industry.

In June this year, Hefei Jingqiao photoelectric material Co Ltd to produce large commercial LED sapphire crystal China rare at present, the sapphire crystal mound height 460 mm, 270 mm in diameter, weighing 93.5 kg, can produce about 4000 mm equivalent 2 inch LED wafer sapphire crystal rod.

The future, Hefei crystal photoelectric bridge company plans to build two production base in 2012, by the end of the formation of 500 million yuan in sales; by 2015, will complete a total of three investment of about 1 billion 500 million yuan, to achieve annual sales of 2 billion 600 million yuan, will be able to pull the LED reaches 20 billion yuan more than the extension, packaging, testing industry, development and even 300 billion yuan LED backlight module, automotive lighting, industrial lighting, general industry.

Chris Da opto

Total investment of 60 million yuan annual output of 600 thousand

A total investment of 60 million of the annual output of 600 thousand pieces of Jiaozuo city Keruisida photoelectric material Co., Ltd is a high-tech enterprise by studying abroad for many years the crystal co founded by experts. The company produces and sells high-quality 2 to 7 inch sapphire substrate wafers, lithium tantalate, lithium niobate wafers.

It is understood that Chris Da photoelectric present an annual output of 120 thousand 2 inches LED sapphire substrate production line, the product has been in China, Xi'an, Wuhan Silan azure in Huacan and other domestic and foreign enterprises approved and started the upstream epitaxial bulk supply.

According to this plan, Chris Da photoelectric intends to invest about 60 million project in 2011 officially started construction of an annual output of 600 thousand yuan of LED crystal growth, the project occupies 50 acres of land, of which 15000 square meters of construction plant. The first phase of the project investment 23 million yuan, to achieve an annual output of 360 thousand pieces of output; the two phase of investment of $38 million to achieve an annual output of 600 thousand.

Crystal photoelectric

Total investment of 1 billion 200 million yuan annual output of 7 million 500 thousand

In February this year, the East crystal electronic disclosure, the company intends to invest in the establishment of a wholly owned subsidiary of East crystal Optoelectronics in order to implement an annual output of 7 million 500 thousand LED sapphire wafer technology projects".

According to East crystal electronic is introduced, the project intends to use 300 acres, a total investment of 1 billion 200 million yuan, 1 billion 100 million yuan investment in fixed assets, working capital 45 million yuan, the construction of sapphire crystal growth and opening (dig stick) production workshop, and the subsequent sapphire crystal cutting and grinding, polishing workshop. The project is divided into two phases, completed by the end of the first phase of investment by the end of 2013 to complete the investment and put into operation by the end of 2012. After the project completed, can form an annual output of 7 million 500 thousand LED with a sapphire wafer production capacity, according to the current market price range of 200-250 yuan / piece, estimated annual sales income 1 billion 750 million yuan, according to the average market profit rate of 30%, is expected to achieve annual total profit of 525 million yuan.

GCL photoelectric

Total investment of 3 billion yuan annual output of 20 million pieces

GCL photoelectric Holdings Limited, GCL (Group) Holdings Ltd. is a member of the GCL group after silicon material project after a major investment in photovoltaic projects, will focus on more environmentally friendly than the traditional LED chip, energy-saving light source, green R & D and manufacturing.

GCL photoelectric technology of sapphire crystal project total investment of 3 billion yuan in October last year to start construction. The first phase of the project invested 1 billion yuan, the new on the top of the sapphire crystal furnace, is expected to be completed and put into operation early in 2011. After the completion of the project, can achieve an annual output of 2 to 4 inches LED sapphire substrate chip.

In Zhangjiagang Xin photoelectric project officially started construction in March 2nd this year, the project R & D and production as a whole, the products are mainly used in the manufacture of lighting and other LED applications. Plans a total investment of 2 billion 500 million U.S. dollars, plans to introduce epitaxial epitaxial epitaxial film equipment MOCVD machine and chip supporting equipment, planning land of 1000 acres of land for the use of. One phase of the project total investment of 540 million U.S. dollars, covers an area of 200 acres, plans to introduce a sapphire crystal substrate furnace and a of 100 MOCVD.

At present, only to start the construction of the GCL photoelectric technology (Xuzhou) Co., Ltd. LED sapphire substrate production line project is in the stage of publicity eia. Total investment of about 670 million yuan, the new annual output of 4 million 200 thousand LED with Blaupunkt