LED lighting, 3C applications to promote demand for sapphire plant expansion of more than 400 million

Application of sapphire material factory in the first half of the year two, the application of LED lighting in Zhaoyuan, Rui Jie, Zhao Xin Jia, high growth. Optical application is mainly in consumer electronics but be cast into the shade, the coming season, the second half of the performance of diamond crystal beauty and Xin have the opportunity to catch up.

According to the operating performance of the first half of the sapphire factory, LED factory factory supply patterned sapphire substrate (PSS) is the big winner, Ruijie first half revenue growth of up to 1.16 times, Zhaoyuan also has more than 30% revenue; smaller trillion Xin is doubling 2.24 times; good crystal growth as crystal growth, plain film, PSS also more than 86%.

With 4 and 6 inch sapphire substrate PSS penetration continued to increase, the large size PSS substrate with high price, the PSS substrate of the third quarter demand would grow 25%, 4 inch PSS substrate total capacity gap will continue to expand, Zhaoyuan, Zhao Xin Rui Jie, the second half of the monthly revenue is expected to continued high.

Jingmei general manager Chen Yanren said that the first half of the sapphire material is mainly on shipments of LED application, July optical applications will begin heating, plus PSS production capacity will be doubled to 350 thousand to 400 thousand, the performance can be estimated from July monthly growth. The crystal beauty last year will focus on double polished chip, apple iPhone mobile phone supply chain is composed of sapphire crystal beauty supply plain film, iPhone 6 listed close corporate estimates, U.S. grain shipments surge in the second half of this year, have the opportunity to perform better than last year.

Xin Crystal Sapphire Foxconn factory revenue in the first half year growth rate of only 2.77%, and the other factory is a large gap between the sapphire crystal, said Xin supervisor, the first half of the sapphire substrate better performance of the LED application, but the PSS diamond Xin monthly capacity of only 100 thousand, flat piece of up to 700 thousand, so the revenue performance is not ideal. The second half of the operation will be better than the first half.

At the same time, because the sapphire industry optimistic about the future of sapphire in the application of 3C products, and LED lighting is off, seize opportunities, sapphire plant from the upper reaches of the crystal, double polishing sheet and patterned sapphire substrate (PSS) factory in full expansion, to raise capital from the capital market.

In addition to Zhaoyuan sapphire industry, most of the listed company, this year before Zhaoyuan, Rui Jie, Jia Jing, Jing Mei tourism fund-raising is completed, achieved a total of 2 billion yuan (NT, the same below, about 413 million yuan). The current fund-raising continues for 25 million shares, Xin jingzuan financing case, Zhaoyuan and crystal will also have a new current increase, respectively for 62 million 500 thousand shares and 10 million shares are increasing; Zhao Xin will raise 297 million yuan (about 61 million 290 thousand yuan).

Sapphire industry, said the use of smart phones sapphire substrate has become a trend, the industry are striving for business opportunities, if this year does not expand production next year, there will be no capacity to join the war.

Industry sources, the most promising fingerprint recognition opportunities, currently Apple products only iPhone 5S, future iPhone 6 is equipped with a proprietary, a sapphire substrate can be cut 18 pieces of fingerprint identification, will use 5 million to 6 million Shuangpao tablets a month of Apple products, this amount has more than LED. Due to the huge number of smart phones, as long as any of the parts into the sapphire material, it will cause a large shortage of sapphire.

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