The dialectical analysis of LED sapphire substrate industry in China

First, through the arduous process of China's sapphire substrate industry began to recover

Due to the restriction of technology and market, compared with the epitaxy, chip and package link, China LED substrate industry development has been lagging behind, products mainly in the preparation of red and green light with the GaAs/InP/GaP substrate material, sapphire substrate industry scale is very limited. In 2008, in the development of China LED sapphire substrate industry also failed to avoid the impact of the global economic crisis, lower demand for small scale severe contraction, upstream of sapphire crystal growth and wafer processing profits are squeezed. Zhejiang, Daqing, Tianjin Juhua Huatai match method, Shenzhen Ai Pi Stone, Changzhou Huaxia integration and other companies have cut out of the market. At the same time, some of the strength of the enterprise group, promising future prospects for the future of blue and white LED market, through the acquisition of foreign low-cost mature sapphire manufacturing enterprises, the layout of the sapphire industry. In 2008, four group bought HoneywELl sapphire division, including the Canadian manufacturing, research and development team and sales channels, growth and processing technology and related resources and successful acquisition to quickly have Silian optoelectronic international quality first of the sapphire substrate for four photoelectric has laid a solid foundation in the domestic layout.

The second half of 2009 to 2010, has been in the downstream of large size LED backlight and the rapid development of LED lighting market driven, GaN epitaxial chip / the rapid expansion of production capacity, so that the upstream substrate supply shortage, pushing prices continued to rise, the application began in blue and white LED growth of sapphire substrate industry to accelerate the development of. Although the domestic enterprises of the sapphire substrate performance index and the rate of finished products is still low, sapphire material growth professionals also lack more, but to drive high profits, many enterprises have already started in 2010 China layout or declared a sapphire substrate, and gradually expand the capital investment and the related key technology introduction.

2010 to 2011, the country's Sapphire production and investment companies to reach forty or fifty, most of the lack of independent technical team support. Currently, to achieve stable production and sales of sapphire products manufacturers only more than and 10. Among them, Yunnan langene, quadruple and colleagues have realized electronic photoelectric crystal growth, cutting bar, cutting and polishing of sapphire industry chain vertical integration and other aspects of the complete wash letter; crystal and dig stick segments of Harbin red, Chengdu, Shandong, Yuan Yuan Hung Tung Chun Liang technology focused on the segment, is provided downstream of sapphire crystal Jiaozuo, Qingdao Keruisida bar; Jiaxing, optical crystal, crystal, photoelectric, photoelectric run enterprise mainly engaged in the processing of the lower section of the substrate; optical crystal, gallium in semiconductor, Silan, other companies are run photoelectric patterned substrate in the hands of R & D and industrialization.

In 2010, China ingot yield close to 3 million mm (2 inch equivalent calculation), because the domestic segment cutting and polishing technology and industrialization level is relatively backward, domestic exports mainly to ingot and slicing processing blank, back into the open box that is used to achieve the quality of qualified products, and market acceptance of the polished wafer fewer manufacturers. If you do not consider the ingot, ingot and slicing of intermediate products, can only consider the use of qualified growth sapphire polishing film production to meet the downstream extension, 2010 Chinese sapphire substrate industry scale is only 582 thousand, an increase of 161%, the output value of 126 million yuan, an increase of 276.3%.

Two, China's sapphire substrate industry development status of dialectical analysis

1, higher barriers to entry, weak industrial development foundation

In all aspects of the LED industry chain, sapphire substrate and MOCVD equipment is the highest threshold access to the two links. In recent years, sapphire industry in oligopoly competition stage, manufacturing technology in 2010 more than 90% of global production and high-end products concentrated in the hands of STC, Rubicon, Monocrystal, Kyocera, Namiki and other seven or eight international manufacturers, they set of process equipment, patented technology, research and development team, sales channels in one, set the threshold to enter very high for the backward manufacturers into the global market. In addition to high technology and equipment of the threshold, the sapphire substrate still belongs to the capital intensive industry, a rough estimate, a full set of production line of annual output of 5 million investment in the construction of a higher level of automation will be close to 1 billion yuan.

At present, the mainland China can realize the long crystal, cut rod production enterprises only, Harbin red, Yunnan langene, unionlight Silian optoelectronic technology and Chengdu east-courser a few companies that can be realized from upper to lower cut long crystal rod, section cutting and polishing washing seal enterprises only, and Yunnan langene Silian optoelectronic link electronics, these enterprises in the production scale, long grain size and the rate of finished products and processing costs and international companies have relatively large gap. From the national statistics, in 2010, China can meet the requirements of the downstream epitaxial growth of sapphire substrate yield only about 500000, less than the global output of 2%. Over the same period, the downstream segment of China's Sapphire market demand for more than 2 million 500 thousand films, the potential market demand will soon exceed 5 million. As can be seen, China LED sapphire industry from the industrial scale, the number of enterprises, to the technical strength, talent and other aspects are still in the initial stage of development, the development of the industry is still relatively weak foundation.

2, more investment cooperation, less successful development model

At present, China's Sapphire industry investment needs from two levels. The first level, China sapphire enterprise