Crystal electricity: LED sapphire substrate quotes Q4 will fall again

Said LED crystal crystal power plant general manager Zhou Mingjun day before, from the cost and price, and then offer the sapphire substrate price space. In addition to the current era of industrial destocking, Q4 sapphire substrate should be able to see the price of $10 or less.

Crystal electric general manager Zhou Mingjun said, according to the theory of long tail, downstream of LED backlight LCD TV demand as expected for some time, the upstream raw material should start to feel the same pressure. From the cost and price point of view, there is still room for the price of sapphire substrate price.

Crystal electric chairman Li Bingjie believes that compared to the previous dropped from $30 to $15, price continued to decline while the sapphire substrate conducive to ease the cost pressures, but the gross profit contribution has been limited, at present is to look at the terminal when demand back to temperature.

Guangjia general manager Huang Zhaonian also pointed out that Q4 is the off-season, raw materials should also fall.

But the sapphire substrate plant response to commercially available LED bulbs priced at about $15, about the sapphire substrate accounted for only 3% of the proportion of the cost, so focus on the sapphire substrate is not very fair.

LED insiders pointed out that the 3Q11 sapphire substrate price rise has returned to a few points, but on the LED grain factory, originally expected LED backlight liquid electric demand off, but because the price is still high, the permeability of about 4, is still unable to successfully replace the CCFL backlight LCD tv.

In lighting, there is also a problem of high prices, the overall demand can not be effectively delayed return temperature.

From LED on August to observe downstream revenue, because of the off-season, including sapphire factory, plant and grain packaging factory revenue in general decline, grain mill and packaging factory month by about 10%, but the sapphire substrate factory Jingmei month minus rate reached 51.9%, Zhaoyuan 44.3%, Zhaojing month reduction rate also more than 30%. Show upstream of LED grain mill is still in the inventory to.

As LED manufacturers expected, 2Q12LED backlight LCD TV demand will be back to temperature, while operating the sapphire substrate factory the fastest next year the end of the first quarter will have the opportunity to advance reaction.