LED sapphire substrate ride roller coaster, when the price off?

In September 27th, three optical announcement that the company will be in Fujian, Quanzhou (Lake) R & D and manufacturing investment in sapphire Photoelectric Industrial Park, a total investment of 2 billion 500 million yuan. According to the plan, the project will be formed after the annual production capacity of 2 inch substrate of 12 million, with a total construction period of 3 years, and strive to complete in 2 years. The project was officially opened on October.

This is the time to invest in a recent sapphire case, but also so far involved in sixth led sapphire substrate business of domestic listed companies. In the past year, such an investment case in almost every province turns staged.

However, in the current domestic eye-catching sapphire investment projects behind, but the market is bleak. Have to say, is that the three aluminum oxide that had sold out of stock but also to increase the line to take the goods two, now can not escape the fate of decline.

From the beginning of the $more than and 30 (2 inches sapphire substrate) down to about $10 now, many sapphire manufacturers in the interview with the reporter interviewed LED high tech workers can not afford to hurt".

At the same time, the negative market expectations have also greatly undermined the enthusiasm of investors in the previous sapphire substrate, many investment projects have stopped the pace of bold progress, instead of changing to wait and see attitude, wait and see.

Six months time price decline of 60%

Price fell in a mess, do not know how the matter! Recently, a domestic high LED sapphire manufacturers to reporters complained, the manufacturers in the high price reached the market, has not yet had time to enjoy the high price of sapphire high profits will be dragged into the quagmire of price canbei.

With a two inch sapphire substrate as an example, the first quarter of 2011 the average price of product manufacturers at $30 per piece, but by September, the price had fallen to about $10, a decline of more than 60%, the price decline rate of staggering!

2009 sapphire price was only $9, basically to maintain a profit, even lower than the profits of the traditional industry, the price is too low to kill a direct damage to the enthusiasm of the sapphire manufacturers to expand production, resulting in sapphire production began to decline. Last year, a significant increase in the use of LED backlight and penetration of the product, resulting in a shortage of supply in the sapphire market, so there is a retaliatory price increases after the price situation. Yuan Liang, director of science and technology, said Huang Xiaowei, LED.

According to GLII observation, the previous market data show that in 2011 the supply of sapphire substrate will be raised to 59 million, but according to the current situation, the market demand is less than 40 million.

On the one hand to reduce the demand for sapphire, on the other hand, from the beginning of last year turned out sapphire investment also entered the stalemate. According to GLII statistics, at the end of last year to early this year, according to the analysis of each company announced the investment plan, the estimated 2011 Chinese LED sapphire crystal growth furnace market size will reach more than 1000, or even 1500. Judging from the current progress, this year, China's LED sapphire long crystal furnace actual installation number is far less than 1000 units, estimated at about 400 units (referring to more than 35 kg, excluding the small size of the machine to 5 kg).

The so-called investment so many projects are known, many factories even the basic crystal workers are not, dare to say how many billion. "Huang Xiaowei pointed out sharply. Now the domestic production capacity of the manufacturers can do is not much, get to know the other quality control system is built, two years after the thing. This thing is not to buy a few stoves, find a few people can do to sell the product, which is the two concept. "

At present, the rapid development of sapphire industrialization led to a serious shortage of qualified technical personnel. "The Chinese Academy of Sciences Shanghai Institute of Opto electronics experts Bai Fengzhou told reporters, sapphire development must go through three stages, namely the development, test, industrialization, and the sapphire industry is in the pilot stage, has not yet entered the stage of industrialization, large-scale expansion to take to, is not conducive to the future development of the industry," and currently do not have the conditions of industrialization. "

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