Sapphire crystal rod prices rose 10% downstream substrate benefit

Recently, according to a sapphire crystal industry insiders broke the news, in April for the preparation of 2 inches of sapphire crystal rod prices rose slightly, crystal rod prices have risen from the original 2.8-2.9 yuan /mm up to now 3.1-3.2 yuan /mm. This is the sapphire substrate fell from $30 to $7, the first time the price of the upstream crystal back.

Although the increase is not large, but how much sapphire sapphire, equipment and cutting grinding industry chain to bring some confidence. These people said.

Sapphire substrate due to the impact of the downstream industry downturn and the European debt crisis and other factors, 2 inch substrate prices have been hovering in the cost line.

"The start of sapphire orders improved, customer orders have increased trend, is expected to maintain the upward trend in the next three months sales and prices will. Days Tong shares (600330.SH), said Guo Yuebo, director of marketing.

Wang Wei, deputy general manager of East crystal also said that this year, the substrate market seems to have improved, the reason may be the sapphire industry after a long trough of warmer.

Zhang Xiangxin, director of the Suzhou sea platinum crystal business department believes that the reason why there will be a slight rise in the last year to undertake a large backlight market demand and the gradual release of indoor lighting market demand.

The latest release from the two major domestic backlight device suppliers REFOND Optoelectronics (300241.SZ) and Jufei (300303.SZ) for the first quarter performance report data, Jufei first quarter operating income of 139 million yuan, 97 million 132 thousand and 300 yuan more than the same period last year growth of 42.64%. Ruifeng express shows its net profit attributable to shareholders of listed companies is expected to be 7 million 960 thousand yuan -896 million, an increase of 60%-80% over the previous year.

In lighting applications, Yankon (600261.SH) general manager Guan Yong the high LED interview also said that in 2012 Yankon LED lighting sales of about 400 million yuan, the company accounted for 15% of the proportion of the performance of lighting, lighting applications market scale increased gradually.

In addition to market objective positive stimulus, in order to expand the new application market sapphire substrate, at the end of last year, many companies began to take the initiative to expand the phone screen or lens cover project. However, due to the current apple only sapphire substrate into the phone screen, but pulling effect is not obvious.

But there are companies for the current sapphire crystal stick prices continued to rise questioned. Jiangsu Electronics Co., Ltd., vice president of sales, said Jian Jian said, sapphire crystal rods in the first half of each year there will be a slight rise in the market, but the second half of the price will tend to fall.

Reporters from the part of the domestic manufacturers to understand the sapphire substrate, the 2 inch sapphire substrate price remains at a low of $7, while the sapphire crystal growth furnace, after cutting and polishing equipment manufacturers did not appear substantial sales growth trend.