LED sapphire substrate prices fell in the second quarter fell below 5%

According to Taiwan's Commercial Times reported, led upstream raw material prices decline between the sapphire substrate, ranging from 3% to 5%, in the first quarter of 2 inch average price of $30, between the second quarter price between 28.5 to 29.1 U.S. dollars, compared with the previous downstream epitaxial plant open outcry $25, significantly better than market expectations.

The last week of March, EPISTAR, canyuan LED epitaxial plant and sapphire substrate manufacturers Zhaojing, Zhaoyuan, struggle between the second quarter of a price nearly half a month has finally released the original epitaxial plant hope decline can be up to 1, but the final result was only slightly by 3% to compromise 5%.

Epitaxial plant in the second quarter gross margin is expected to gradually rise, the upstream sapphire factory because of capacity expansion of the price decline in non gross margin, so the second quarter of 2 inch sapphire substrate price results can be described as to the satisfaction of all.

To sales of sapphire crystal rod based semiconductor crystal Shangzhi said that the price of the second quarter and first quarter roughly flat, sapphire crystal rods for the price of 24 to 25 U.S. dollars / mm, the advantage of ingot prices even more than the substrate. Shangzhi said that currently crystalbar monthly production capacity of about 15 thousand mm, and the C shaft drill way drill ingot, c axis drilling direction and sapphire crystal stack, but the yield is much higher than the KY side drilled.

With main products of rectifier diode silicon wafer into second gerahs goods season, and sapphire ingot production capacity gradually opened. Corporate estimates, second quarter revenue will Shangzhi is far better than the first quarter.

Because the sapphire substrate price is better than the 4 inch 2 inch, second quarter price of about $120 to $130, Zhaojing, Zhaoyuan and substrate production of large substrate size, increase the proportion of 4 inches in order to increase the overall gross profit margin.

The world's largest sapphire crystal rod factory Rubicon recent share price performance since February this year, $18 in March 31st rose to a closing price of $27.68, an increase of up to 53.8%. The Taiwan sapphire substrate manufacturers trillion far recent share price also performed quite well, not inferior to Rubicon.