Sapphire substrate heating enterprises to respond cautiously

Recently, the action of sapphire substrate field frequently, first is the U. S. leader Rubicon Technology released a sapphire substrate supply financial quarterly, second quarter revenue growth of 27.7%; the Taiwan market also followed, EPISTAR and Taiwan Zhao Ruijie science and technology cooperation in science and technology, far, the two PSS production line of two enterprises, in order to ensure the sapphire substrate material crystalwtse technology supply; then, by resolution of the board of directors of the issuance of 30 million shares, 23 yuan per share price of NT intends to raise 690 million yuan NT, and invest 1 billion yuan NT new site to expand capacity. In addition, with the growth of tablet PCs, mobile phones and other consumer electronics products, sapphire substrate material inventory will be released.

All signs seem to reveal the sapphire substrate material market will recover from the bottom, but a few years ago sapphire substrate overcapacity bleak scene, many people in the industry are still vivid. It is reported that the domestic sapphire substrate processing enterprises, the company is only a crystal link in the peak of 2010-2011 up to about 50, and after a few years of elimination, mergers, currently only less than 30%. Meanwhile, the degree of competition is self-evident.

The reporter learned from the Guizhou Hao Tian photo, this year, with the number of domestic MOCVD equipment and the operating rate of the growth of epitaxial wafer production enterprises on the PSS (graphical substrate) demand is increased, the 2 inch wafer shipments increased compared with last year, 4 inch and 6 inch flat shipments. But the enterprise market leader Xu Wei believes that the domestic sapphire substrate material demand increases, due to price pressure and improve the quality of domestic products, wafer manufacturing company will purchase channels from abroad to home, although this is a good news for domestic enterprises, but the sapphire substrate material of total demand and no big growth. Some companies also revealed that although the shipping price has increased, and the growth rate reached 30%, but still failed to reverse the loss of business situation, but a little less loss.

In addition to the continued decline in profits, the last downturn in the stock market is also a major problem. Although many manufacturers of epitaxial films on sapphire substrate manufacturers, the second half of the demand will increase, hope the sapphire substrate manufacturers can actively preparing for the full capacity, but reporters from the understanding of the situation, there are very few companies for this picture. ". Eurasian Blaupunkt opto operating rate is only 20%, even Yunnan langene the Trade Expansion Act are very cautious. "The outlook is not clear, a hot concept of investment, this time really want to test terminal application digestion, now many applications are in the hands of the channel, is the transfer or inventory, which will determine the pulling effect of downstream to upstream much. Visible sapphire substrate companies in the field, are on the last round of winter, a lingering fear, but dare not act rashly.

Although the application of LED products, an important channel for consumer electronics is the consumption of sapphire material, but insiders also expressed concern that the mobile phone screen, the camera is not dependent on other devices on a sapphire substrate just, will have a substitute material of cheaper, more simple process appears very quickly.

Industry analysts believe that the current domestic sapphire production processing technology still needs to be improved, especially the equipment and technology necessary more growth, domestic enterprises need more effort, to produce high quality sapphire substrate material, to reverse the passive situation of our country in the field of sapphire substrate. However, this year, LED application volume brought about by the recovery of the whole industry chain, conduction to the bottom of the field of substrate materials, in the end how much the pulling effect, the duration of how long, the market and time to be answered.