LED market hot upstream crystal factory still pile up in excess of requirement

LED lighting demand rapid warming, the market of LED TV TV manufacturers to actively promote and maintain the LED hot market, LED grain, sapphire factory orders are starting to spread full of news, but for the upper reaches of the crystal rod factory, is still in a dilemma in the second quarter of pile up in excess of requirement, price is still difficult to reflect market conditions hike.

Shangzhi (3579) spokesman Shi Yiguang said that since 2012, LED demand is gradually warming, had the chance of brewing in the second quarter price price hike, but the difficulty is very high, with the market cannot reflect, especially in grain, sapphire substrate plant profitability has not improved significantly, it is not easy the upper reaches of the ingot to call up.

Price hike with difficult market conditions

Shi Yiguang said that although the ingot prices have prices fall, but only steady decline since 2012, compared with 2011 also slowed down. Although the recent market spread, 51 holiday LCD TV sales orders in the third quarter but visibility is not bad, the overall market conditions are not bearish.

Global economic outlook is poor, the first half of the LED backlight orders may have doubts about 2012, but due to the price rising and LED lighting energy saving issue in 2012 will have the opportunity to ignite the market demand, especially Chinese government will have to release the standard case orders, is conducive to the active layout of taiwan.

At present, Taiwan pure LED crystal rod factory including Taiwan and Shangzhi poly photoelectric, aquamarine, Zhaoyuan for us (4944), crystal light (5221), Zhao Jing (4969) crystal production is required for their substrate.