Expansion of the layout of the Chinese mainland, sapphire substrate prices are difficult to fall

According to reports, the recent LED sapphire substrate price is easy or hard up views become the consensus at the end of last year, Taiwan Institute estimates, affected by the number of Chinese, MOCVD equipment increased significantly, the sapphire substrate prices fell 5% estimated quarterly, has been in the investment market rumors. Taiwan's largest sapphire crystal industry more subsidiary peak Taiwan spotlight electric that currently can not see the sapphire crystal rod pressure drop, but the chip works due to intense competition, whether there is a pressure drop is worth attention. Because the sapphire single crystal rod with long crystal technology threshold, although there are many owners shouted into out of the speed, but the capacity was lower than expected; and this year's MOCVD machine China, estimated investment amount of up to 2 billion yuan (about NT 10 billion yuan), is expected to cover about 1 of the US Rub IC on production capacity. However, some researchers believe that the Chinese even aggressively expanding sapphire crystal layout, but the learning curve and the yield can join the international manufacturers competition, remains to be seen. According to the crystal growth of industry analysis, although the United States Rubicon, the Russian Mono Crystal has a substantial expansion plan, but so far, the new capacity was not opened, in the growth capacity do not increase, while the LED backlight, lighting penetration downstream continues to increase, the crystal growth industry and no loosening of the plans for the price. In the second half of this year the global new production prices fell heavily out before, may not be high. However, the industry also said that due to the recent increase in the number of chips into the sapphire substrate manufacturers, many small factories came in with the price as a means of receipt, the price of the chip factory is more loose, gross margin is also affected. Corporate express, past domestic gross profit rate in the 1cae section of Dachang 30%, and the gross margin of the plant growth in 6 and 7, the present stage looks slicing plant due to intense competition, the gross margin may be squeezed down, long crystal factory in large capacity before the departure, price is steady. It is understood that the company is more focused on the peak of the first quarter of the product price is generally flat, there is no price plan in the second quarter. However, the company in February by the Chinese Lunar New Year holiday and year off interference, revenue is expected to decline.