LED lighting cycle will be expected to boot sapphire dance

The beginning of March will usher in the traditional LED season, in 2014 LED lighting cycle will start, supply and demand pattern will return to the high point of the economy is expected in 2014 2010; sapphire prices will continue to rise together into the big boom cycle, the most anticipated investment opportunities.

"The new iPhone is expected for the first time using the sapphire screen, will be started in 2014 most widely used new materials" is expected to have been gradually recognized by the market, but the market is still not a big period: LED lighting large cycle starts, will drive the sapphire industry in consumer electronic application before the first to usher in a new round the big boom cycle. Sapphire will become the mainstream of the electronic industry segments of the new high energy applications, the most promising investment opportunities.

LED is still the first demand for sapphire industry driven, will benefit from the start of the LED lighting cycle to usher in a new round of business cycle. LED sapphire substrate demand accounted for 80% of the proportion, LED boom and sapphire cycle synchronization. 2014 LED lighting cycle start, the pattern of supply and demand will be restored to the boom in 2010, is expected in 2014 sapphire prices will continue to rise, along with the boom cycle.

Resonance with the LED lighting, is about to usher in the peak season, the price is expected to be stronger. Industry chain survey shows that 2 inch (mm) sapphire crystal rod price has increased from $4 to $3.5 at the beginning of the year, from $15 to $4 from the beginning of the year to $12.5. The beginning of March will usher in the traditional LED season, in the background continued high capacity utilization, is expected in the future will continue to rise, quarter rose about 10%-20%; sapphire company expects gross margin is expected to reach more than 40% (2013 20%+).

Technological progress driven by the supply and demand pattern of sapphire better than expected. Technological progress to promote the LED substrate size rapidly, is expected in 2014 accounted for more than 4 inch will be close to 70%, LED large size substrate dosage will rapidly enhance cavity kyropoulos crystal growth furnace demand and large cavity growth barriers and high expected high boom lasted for at least two years.

Optimistic about the sapphire period, is expected to drive LED in the first half of the first, the second half of the consumer electronics successor, usher in greater market.

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