Patterned sapphire substrate demand rapid warming PSS factory overweight layout break the plight of losses

Patterned sapphire substrate (PSS) demand is rapidly warming. Benefit of epitaxial LED 4 inch MOCVD machine factory actively expand capacity, high margin PSS demand is growing dramatically, attract the sapphire substrate factory overweight investment product development period, to improve the overall revenue and profit rate, break through the first half revenue losses.

2013 patterned sapphire substrate (PSS) supplier revenue can be expected. Aiming at the light emitting diode (LED) lighting market has expanded rapidly, LED extension of the newly acquired factory 4 inch organic chemical vapor deposition (MOCVD) machine has been gradually put into operation, will drive the demand increase of PSS.

Since the PSS price is higher than the plane (Plane) sapphire substrate two times as much as possible to attract sapphire substrate factory overweight deployment in order to break the plight of revenue losses.

Benefit 4 inches MOCVD capacity growth of PSS next year demand can be expected

Taiwan LED extension factory 4 inch MOCVD machine capacity will be opened in succession at the end of the year, to attack the coming LED lighting market pie, will stimulate the market penetration of the rapid rise of PSS.

Fwt-tech technology general manager Chen Wenxi said, the 4 inch MOCVD machine, EPISTAR lextar electronics Taiwan LED manufacturers will continue to the end of the extension into mass production, to actively carve up the LED lighting market, is expected to drive output growth of PSS.

In view of the 4 inch MOCVD machine capacity will be opened to at the end of the year, the sapphire substrate price plus the fall, Taiwan sapphire factory is to improve the price higher than the conventional planar sapphire substrate two times more PSS shipments, revenue loss to get rid of the dilemma, and actively do big PSS Market layout.

Sprint PSS shipments sapphire substrate factory to fight losses

Lin Changming said that the light efficiency and gross margin of PSS were higher than that of the conventional planar sapphire substrate, a sapphire substrate plant trying to attack the market, is to start the expansion wildly beating gongs and drums to deploy, to improve market penetration.

The formal completion of the merger between China and the United States and Zhaoyuan, CMO and langene Hon Hai investment Xin crystal diamond, crystal beauty, crystal photoelectric sapphire substrate industry at the end of the year, have invariably said it will sharply increase the 2 inch and 4 inch PSS capacity, is expected to be the fastest in the third quarter investment revenue contribution.

Lin Changming pointed out that with the price is better than GT Advanced Technologies, Chinese, sapphire crystal furnace equipment manufacturers supply Yunfeng new energy has mastered a large number of Taiwan area, and North Korea China orders, become the sapphire growth furnace of the bright younger generation. From the view of the company's current shipping units, this year long crystal furnace sales volume of 80 kilograms is expected on three, four hundred, obviously this year the global sapphire substrate production capacity is expected to rise rapidly.

Not only is the sapphire substrate supplier, optimistic about the prospects for PSS period, extension of plant and PSS generation plants also compete for food market pie.

Lin Changming analysis, the PSS market has expanded rapidly, driven by PSS OEM is also taking advantage of the surge in demand, many PSS factory has to earn generous price, such as fwt-tech, Rui Jie, Taiwan PSS, the foundries are expected to benefit.

In addition, targeting PSS attractive business opportunities, as well as improve procurement bargaining chips and grasp the key sources of material, including EPISTAR, lextar electronics etc. have also invested in PSS epitaxial plant layout; expected future in more Chinese mainland and Taiwan industry have entered the market, the PSS industry will be difficult to avoid a price competition, and lead to re shuffle effect.

Korean factory menacing

In fact, the sapphire substrate factory to improve the flexibility of production capacity, to avoid the loss of revenue caused by a single customer pumping, most likely to release a certain proportion of PSS outsourcing orders.

Chen Wenxi pointed out that PSS has been to a sapphire substrate manufacturers main layout product line; at present, PSS outsourcing accounted for about 50%, is expected in 2013 the first sapphire substrate factory OEM proportion will have the opportunity to rise.

However, the recent rapid rise of the Korean PSS generation factory, has become China's Taiwan PSS generation plants can not be underestimated enemy.

At this stage, Xin diamond at the end of the year with the U.S. and other front-line PSS Zhaoyuan langene suppliers are with Taiwan and South Korea China OEM partners, including South Korea PSS on behalf of the factory price advantages, Taiwan has become the main OEM PSS manufacturers.

However, Chen Wenxi stressed that in addition to assist Taiwan EPISTAR, lextar electronics and other front-line OEM manufacturers PSS LED epitaxial, fwt-tech technology and Zhaoyuan etc. sapphire substrate industry signed a supply contract, coupled with the LED extension and the sapphire substrate customers closely, so the future will continue to be one of the important OEM customers.

New entrants into the fray next year prices rose PSS

In view of PSS demand rise, Taiwan area Chinese and Chinese, new PPS suppliers have niche market territory, will make the cost of PSS dropping fast, 2013 PSS price hike will be difficult to have a chance. Chen Wenxi said that this year PSS price of about $1718, PSS price will continue to fall next year, the main reason is the 2012 China in mainland China and Taiwan Chinese new PPS and sapphire crystal's supplier continuous expansion, fear will lead to the sapphire substrate manufacturers can pile up in excess of requirement, bargaining chips increase, will drive prices fell PSS.

In fact, Chinese, sapphire crystal maker Guizhou Hao Tian Optoelectronics Technology has launched a large capacity of sapphire crystal growth furnace more than 85 kilograms of deployment, if the 2 inch sapphire material, its annual production capacity is expected to reach 30 million.