PSS supply capacity shortfall of more than 50%

Key materials upstream of the LED patterned sapphire substrate (PSS) stock, the productivity gap of more than 50% in March, sapphire crystal rods, polishing pads and PSS all call up, or about 5% jump, Zhaoyuan, Rui Jie, Zhao Xin, crystal beauty benefit.

The industry pointed out that, LED lighting needs to occur in advance to improve the luminous efficiency of LED lighting PSS demand, even if the PSS factory new year rush, LED factory still call arrival, each PSS substrate plant gradually expand the gap between supply and demand, the overall price of sapphire material to call up the industry to an optimistic operation in March.

The industry said that the current PSS market "is full of orders, but there is no available" situation, so there are two kinds of effects, one is the second year after the price increase in March will be the price; another is actively expanding production manufacturers, including Zhaoyuan, crystal beauty, good crystal, Rui Jie, Zhao Xin so, all the fund-raising capacity expansion.

It is understood that the brewing industry in March will be 2 inch PSS price from the current 12.3 to 12.9 U.S. dollars, up to $13.5, an average increase of about 5% to 10%, driven by the upstream crystal rods and polished up together. Due to the LED lighting into the peak season, coupled with the increase in optical applications, the industry expects this year will be a wave of sapphire price surge.

Zhaoyuan director said, sapphire is entering a seller's market, especially the LED lighting market will focus on the luminous efficiency, so that this year PSS sapphire has better opportunities for shipping, PSS substrate into full or even in short supply, full situation will continue for some time.

Jia Jing said general manager He Junxian, PSS demand recovery, Jiajing current monthly capacity of 60 thousand pieces, but the demands of customers as high as 120 thousand, for the customer the huge demand, Jia Jing recently for cash capital increase, expansion of PSS production capacity, the first to find factory emergency.

Chairman of the third Taiwan PSS factory Zhao Xin Wu Gengxian said, its main customers include lighting capacity crystal power, canyuan, Taigu, Hong LED plant light are full, strong demand for PSS, because the supply is serious and tight, the customer has accepted the March price increase request Zhao xin.

The capital market will add related sapphire material force, crystal beauty, this year is expected to send applications Ruijie OTC, Zhao Xin planned public offering after the application log emerging.

The sapphire material factory this year. But the trend is clear, sapphire industry related with the peak of Zhaoyuan only two listed companies, Xin crystal diamond, crystal, crystal and other good beauty, Ruijie only in emerging market transactions, the volume is not large.