The second half of sapphire ingot prices gradually rise slowly

LED chip link prosperity depends on the demand, but supply depends on the MOCVD devices. After entering the 2 quarter LED chip supply and marketing steel enterprises the main production equipment MOCVD full load production, chip shipments increased inventory at historic lows, some enterprises zero inventory operation.

Supply and demand is expected, the second half of the LED chip will be more balanced and even reverse, in short supply situation in a certain range. Epitaxial chip enterprises with the further release of the expansion of production capacity, profitability has continued to improve. In terms of price, the short-term upward probability is not big, but in the supply and demand improved the situation, prices stabilized.

Since 2014, with the LED epitaxial chip enterprise MOCVD equipment capacity, plus apple with sapphire news stimulation, the upstream sapphire demand better, supply and demand situation improved, sapphire ingot and substrate prices gradually rise slowly.

Since the 2 quarter of 2 inch sapphire ingot prices remain at $5 /mm, and the maximum amount of 2 inch substrate prices rebounded to around $8, the price increase in 15%. but in LED chip prices probability is not the case, and sapphire expanding production capacity, 2 inch sapphire crystal and the substrate is not in short supply. So in the short term the sapphire substrate prices limited space.


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