LED season late sapphire stocks low consolidation

According to the Taiwan free times reported that Apple Arizona sapphire factory last week on fire, but only led by the Department of sapphire plant market. This LED season late, plus the iPhone had not been sapphire application of new Taiwan area, including Zhaoyuan, Ruijie, Jing Mei is still at the bottom of finishing. Legal person said that this year the market is still just beginning in June with the pile up in excess of requirement, LED lighting backlight pull strength enhancement, sapphire factory can benefit the season effect how much revenue.

Apple's acquisition of the sapphire factory very advanced, in the Pacific time on Tuesday (26 days) were driven by the outgoing Vulcan rage, (27) the Department of Taiwan sapphire factory including Zhaoyuan of one-day limit, including crystal beauty, Jia Jing, Xin crystal diamond, and pure LED stocks are Ruijie 1%-3% increase.

However, due to the overall sapphire market is still in excess supply, and at this stage the largest application of LED backlight and lighting Chun Yan late. Said the leading epitaxial crystal electric chairman Li Bingjie earlier this year than in previous years, the pull of the TV backlight delay for a month, rising from 4, beginning in May, to see clearly the pull strength, still have to wait until the second half.

Crystal April revenue has signs back to temperature, the monthly increase of 20%, the annual increase of 2.88%, driven by the upstream suppliers Ruijie April revenues of sapphire month by 17%. Ruijie shares last week's strong performance in a single week, rose 10%, mainly reflecting the LED demand for heating the dumbledore.

The market came to get the apple crystal Apple Watch orders, indirect supply of infrared light through the Japanese manufacturers for temperature, pulse and other sensors. Even if true, but Apple Watch sales are limited, and the infrared crystal is not the use of sapphire substrate, the supply chain of sapphire factory did not help.

In addition to LED applications, in the past few years to promote the rise of the sapphire group is nothing more than the theme of optical applications, including iPhone camera lens cover, home cover, and even screen glass are sapphire. But so far this year did not come out of the new application of smart phones sapphire, so ethnic groups are still in the low price consolidation.

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