Global sapphire substrate capacity continues to expand the price fluctuations larger

LED industry red, with the size of the market quickly turn Yang, promote upstream material industry "Sapphire" became popular, recently set off a wave of boom listing. At present the main sapphire substrate factory has Foxconn Zhaojing, Xin crystal diamond, UMC group, Datong group Zhaoyuan crystal beauty, WWX and crystal photoelectric and segmentation from China Blaupunkt technology independent crystal.

, Hon Hai Xin Investment diamond will be in today (25) days on emerging; WWX investments mixcrystal light plans in September to send the application for listing, this year is expected to double capacity; the two will be held this week in conference calls.

It is understood that the current Taiwan sapphire business model is divided into different types, and crystal light, Blaupunkt technology is the self consistent vertical integration manufacturers long crystal, slicing, lapping and polishing to patterned sapphire. Trillion, trillion far and the United States is based on the main slice, crystal rods are purchased or by the strategic friendly vendor supply.

Foxconn dense layout of the LED industry, after LED Lighting Factory Xin Pei first login emerging, sapphire factory Zhaojing followed in October last year, as for the sapphire crystal factory is also listed in the Xin Crystal emerging today, in addition to LED epitaxial Qili photoelectric factory.

Hung said cocoa has become the electronic manufacturers layout LED industry and downstream integration of the most complete group, under the panel maker CMO required for LED backlight panel, will become the largest sea.

In recent years benefit Blu ray LED use a lot of sapphire, sapphire substrate triggered opportunities, sapphire industry high barriers to entry, the primary technology threshold is difficult to obtain, most of the current sources of technology from the United States and the former Soviet union. As a result of the influx of a large number of inputs, whether to enter the footsteps of the LED industry, with the change in supply and demand, price fluctuations, may be further observation.

According to the topology of industry statistics, by the end of last year, the global sapphire substrate for the supply of 37 million 850 thousand, demand for 42 million 400 thousand, and this year the sapphire substrate supply will increase to 59 million, still could not meet the 72 million 100 thousand requirements, so the sapphire substrate plant this year will continue to expand production capacity to meet market demand.