LED lighting sweet point to the early, sapphire substrate dazzling

LED lighting sweet spot ahead, two key materials and lighting in the upper reaches of sapphire substrate is strong pull goods, yesterday (22) day price performance in Taiwan stock in the bright, radiating substrate leading power plant Tongxin (6271) will be held in the conference call tomorrow, is expected to have an optimistic outlook for this year.

The peak population sapphire (8121) and Shangzhi (3579) strong limit yesterday locked substrate plant Zhao Yuan (4944), Zhao Jing (4969) also inspired both rose.

The Japanese in the 311 year after the disaster, accelerate the establishment of LED lighting, such as SHARP TV factory (Sharp), Matsushita (Panasonic) is also actively developing LED lamps, due to the recent appreciation of the yen, down to overseas purchasing cost, including the heat dissipation substrate and the sapphire substrate, and the substrate for the Taiwan sapphire technology and superior quality, has become Japan one of the beneficiaries.

The European Union and Japan in January this year began to disable all wattage incandescent bulbs, and the radiating substrate technology has a leading position in Tongxin electric international, international lighting giant Osram (OSRAM) and Philip (PHILPS) is the customer, Tongxin Electric has said publicly that the customer has more open market, favorable Tongxin electric to further open the market.

While actively layout vihonor LED recruits radiating substrate (3624) said that last year because of market demand for LED frozen, shipment performance as expected, after the Chinese new year can feel the customer delivery slow rise, the expected operating will gradually turn better.

In the premise of ethnic sapphire December price stabilized, recently due to enhance the rate of capacity utilization of epitaxial substrate factory, February price hike of $0.5 smooth, early arrival catalytic LED lighting in the sweet spot, even to seek international lighting manufacturers sapphire material sources at home and abroad, epitaxial factory pull goods turned positive, also make in March the price of sapphire.

The crystal rod factory Yue Feng said January can really feel the order back to temperature, short-term factors due to the holiday, but you can be sure that sapphire has entered moderate growth, is expected to accelerate the LED lighting with pull goods have greater growth.

It is considered legal, sapphire, Taiwan and South Korea in the most competitive, especially Taiwan Zhaojing, Yue long grain production capacity has gradually opened, the cost per mm has dropped below $5, has not lost international competitiveness at Rubicon, with Asia and has vast sea location, the peak and the future Zhao Jing Long due to a combination of crystal and crystal cut is expected to win other peers.

As for the substrate factory, legal person said, this is a world-class Tongxin electrical manufacturers, the company in the capacity and cost of both advantages, with the expansion of the LED lighting market, the leading power plant will be the main beneficiaries of tongxin.