LED sapphire crystal rod Q2 prices, 6 of the gross profit margin of poly photoelectric pressure

Sapphire crystal rod and the substrate factory by LED during the first half of the demand as expected, and capacity gradually opened, Q2 prices fell sharply trend, the peak (8121) under the production of sapphire crystal rod Taiwan 6 poly photoelectric gross margin will face great pressure. International sapphire crystal rod maker Rubicon2010 gross margin is beyond 60%, the peak is considered legal, (8121) under the production of sapphire crystal rod Taiwan spotlight electric margin also has 6 levels, however, the first half of 2011 LED industry performance as expected, in the case of weaker demand and production capacity continues to open the Q2, a sharp decline in the price trend. Prospect Q3, corporate that sapphire ingot prices will decline with the price of a sapphire, sapphire substrate price prediction will come to the level of $20 in Q3, up to 2 price cut, and sapphire ingot cut fear will be more intense, Q3 may see $15, compared with Q2 the price drop of 25%, sapphire crystal rod factory second half gross margin performance fear as expected. Corporate earnings, gross margin of 6 Taiwan spotlight electric performance will probably face the threat of cut, Zhaoyuan (4944) 1Q11 gross margin decreased from 13.66% to 28.2% in the year 2010, substrate prices continued to decline in the situation, is also facing a decline in gross margin pressure.