Carnival after the "lonely", LED with sapphire heat or encounter cold water"

Recent A-share A sapphire stocks rose strongly, but the main supplier of sapphire overseas shares fell sharply. The main company, GT advanced technology company's share price over the past three days has fallen by more than 10%, Rubicon technology shares over the past three days cumulative decline of nearly 7%, South Korea sapphire technology company's share price over the past five days has fallen more than 8%.

Prior to the positive growth in demand is expected to boost the positive, overseas sapphire stocks have generally realized a sharp rise. However, analysts believe that the early digestion of good digestion, investors tend to profit, leading to the callback of the relevant stock companies, the future of its stock price can be further rise to the actual performance of the support. A recent stock sapphire concept of strong performance, but the domestic manufacturing enterprises only to sapphire sapphire substrate production technology, does not have the technical ability to cut following the Home key or the mobile phone cover, and the substrate overcapacity is still serious, the overseas related stocks callback or a wake-up call.

After prices show signs of fatigue

Earlier reports said that apple is considering the launch of the next year's iPhone phone equipped with sapphire screen, the recent announcement of the Apple Corp also announced the purchase of long-term orders and sapphire GT high-tech companies and its injection. Industry pointed out that, in the traditional growth from LED demand at the same time, the intelligent mobile phone market demand for sapphire substrate has strong growth over the past few years, to ease the excess supply to the sapphire ingot Market problems.

Driven by the rapid growth in demand is expected to boost the performance of overseas sapphire supplier shares this year. The U.S. stock market, sapphire suppliers of raw materials and smelting system manufacturer GT advanced technology companies this year, the stock rose nearly 200%, the largest manufacturer of sapphire ingot Rubicon technology shares rose more than 50%.

However, after the early surge, since the middle of November, overseas sapphire supplier price began to weaken, especially in the past week, a significant decline. GT advanced technology company shares fell 3.88% over the past 4 days, three days a total of more than 10% decline, the current stock price from 13 November hit a two-year highs fell nearly 15%; the Rubicon technology shares fell 2.8% over the past 4 days, three trading days, the cumulative decline of nearly 7%, the current stock price from the late September record of the year the highs fell nearly 30%. South Korea's market, the world's largest sapphire crystal rod maker sapphire technology company in Korea in the past five trading days, the cumulative decline of more than 8%, the current share price fell from near mid October highs of nearly 30%.

Analysts believe that the early digestion of good digestion, investors tend to profit, leading to the callback of the relevant stock companies, the future of sapphire suppliers can further rise in the price of real estate remains to be supported.

A shares sapphire heat or encounter cold water"

In the overseas market good news of the stimulus, A stock market's recent sapphire stocks boom, East crystal electronic, tiantonggufen, crystal Sheng electrical, Tianlong photoelectric, central shares, etc. Sanan optoelectronics company's share price has risen sharply.

But some analysts have pointed out that, taking into account the good news digest completely, and domestic manufacturing enterprises only have sapphire sapphire substrate production technology, does not have the technical ability to cut following the Home key or the mobile phone cover, while domestic substrate overcapacity is still serious, related to the company's shares rose can be sustained in doubt. Overseas related stocks callback or profit signal has been released, investors should be cautious about the market outlook.

According to insiders, in the application of sapphire, LED still accounted for a larger proportion of use. According to LEDinside data, in 2012 accounted for about 84% of the total application of sapphire LED applications. The current LED sapphire crystal method includes the Czochralski method, heat exchange method, vertical and horizontal gradient kyropoulos method crystallization (VHGF) and advanced thermal control method. Domestic tiantonggufen, East crystal electronic, three optical adopts kyropoulos sapphire substrate production, but in size and thickness, using this method the production yield will be significantly reduced, so it is not suitable for the production of apple Home mobile phone keys and the future potential of the sapphire cover glass, sapphire is only suitable for the production of LED by extension the.

In addition, the domestic sapphire substrate overcapacity predicament is still difficult to resolve. After several years of substantial expansion, the domestic 2 inch sapphire substrate with annual production capacity of more than 300 million, and is expected to use the sapphire substrate demand in 2013 global LED is only 76 million 520 thousand, which is equivalent to the potential productivity of the 2013 global sapphire substrate demand four times. At the same time the sapphire substrate silicon substrate is also facing competition and cooperation, Toshiba Bridgelux silicon substrate LED chip is expected to mass production in October this year, due to the silicon substrate with low cost and easy access to large size, once the silicon substrate LED yield and performance comparable with the sapphire substrate LED, sapphire substrate will face more severe the challenge.

Insiders also pointed out that in terms of substrate technology and added value, the mainland sapphire companies and manufacturers in Taiwan there is a gap. At present, the sapphire substrate is the substrate production, PPS substrate has Sanan optoelectronics and other enterprises in the production process and yield, but still needs to break through.