China and South Korea idle capacity multi PSS substrate price space is limited

Although the PSS substrate plant have shouted to the second quarter of the price, but including EPISTAR, canyuan LED grain mill that the current board is mainly want PSS sapphire substrate prices reflect the cost pressures, the current overall market conditions, and South Korea Chinese substrate plant are still a lot of spare capacity, limited space PSS substrate prices.

At present, PSS main specifications of the substrate is concentrated in the 2 inch and 4 inch, 2 inch quote from the second half of last year have remained at around $12.5, to February this year was a slight increase in March and then rose slightly to $12.8, estimates the rally will be slowed down in April, May will again move. As for the 4 quarter quotes have the opportunity to move more than 2 inches in the first quarter of second.

Legal person pointed out that the current PSS substrate reaction because I mainly want to go sapphire ingot quoted Yang, driven by the sapphire substrate rising cost pressures, but because the operation of LED grain mill are still relatively low, although the backlight and lighting have good demand, but the PSS substrate capable of reacting with limited space, plus the PSS substrate plant have expanded production planning in different extent, it is expected in the second quarter to 2 inches PSS base station quoted integer points for $13 I have difficulty.

Editorial: "across the board with no white to start, gradually rising demand for LED lighting, plus LED backlight LCD TV demand is strong, the PSS substrate to improve the substrate supply and demand importance, provides some conditions which undoubtedly PSS substrate prices. However, many PSS manufacturers have begun to expand production capacity, ease the supply of PSS substrate tight phenomenon; moreover, if the PSS plant significantly enhance the price of PSS substrate, its customers will resist price increases; thus, PSS substrate is difficult to rise.