Sasser Sapphire Substrate Shortage

Upstream chip LED sapphire substrate material due to tight supply, causing prices to rise in the industry has been going on for some time. There is news that two inches sapphire lining end quote has more than 20 U.S. dollars, the price when compared to the first quarter of 2010, an increase of 50%. Affected by this news will be raising $ 61.5 million, after the expansion of the crystal growth and crystal growth capacity. There were even rumors that Samsung is the opportunity to supply sapphire substrate monopoly against competitors dominated the LED industry to prepare for the future.

Originally an industry level, the elastic material supply and demand, product price changes sentiment index is not worth the fuss. As Sapphire said Li Gang, general manager of Shanghai, currently on the market does appear to be a shortage of supply situation sapphire substrate, a sapphire substrate prices are rising, but have not yet heard of a company which is not on the supply because the sapphire substrate and stop The. Therefore, it can be seen that the current round of sapphire substrates resulting in tight supply, the main reason for rising prices, in fact, the market is in a state of advance warning. If, as some media reports said that nearly 500 sets of MOCVD is installed, there will be a shortage situation indeed, but up to now but formed a production capacity is expected to increase rapidly it seems not too worried. However, further consideration will find a sapphire substrate is expected to make the price rise of 50% in less than six months, which fully reflects the immaturity of young LED industry.

Compare two or three years ago, the solar PV industry, is also emerging industries, greatly concerned the same, the same bright future, under the impetus of Germany, Spain and other state financial subsidies, market demand quickly broke out, but it also causes the whole supply and demand The increase, coupled with the hype man to follow suit, ultimately contradictory to the upstream polysilicon material accumulation stage, gave birth deformities market price: a short period in 2023 pushed up the price of polysilicon materials from around $ 200 to $ 500. In order to grab the express train ride round of ultra-high prices, Chinese companies actually plan out up to 100,000 tons of production capacity of polysilicon material (2006 Chinese annual production capacity is 400 tons), the country was once even sand crucible refining, production of material sources phenomenon. Price collapse affected the healthy development of China is the solar photovoltaic industry.

Now, whether the market demand, or national subsidies, have tilted to the LED industry. But also the emergence of a large number of LED chip factory, these companies also plan an amazing capacity: Sanan Optoelectronics investment, BDO Runda project, Silan private placement in Hong Kong in accordance with national crystallites capital ...... Lighting R & D and Industry Alliance and statistics, in 2010 only on the Chinese mainland is expected to add 140 sets of MOCVD equipment, plus the number of MOCVD manufacturers in Korea and Taiwan of China amplification occurs sapphire substrate, MO gas source as well as other raw material shortages, price rise phenomenon is not surprising. As general manager of Hangzhou Silan Azure Jiang Zhongyong said, the next two years a sapphire substrate shortages are likely to exist, mainly due to the sapphire substrate business less production capacity. It will be driven by the shortage of natural expansion or new business enterprises to join, so that re-balance supply and demand. However, we need to avoid the dramatic ups and downs of price volatility and investment, promote the healthy and orderly trade order and market competition. Otherwise, it would be immature LED supply chain system to form a severe test, and even affect the future development of the whole industry.


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