High demand for mobile devices, sapphire plant has not been "harvest"

LED high demand in China , driven by the increased demand for sapphire five consecutive months , but the average price does not rise, 2-inch and 4 -inch substrate prices slipped , mainly because customers did not significantly profitable LED epitaxial plant upstream sapphire plant difficult to price increases.

Sapphire rising Chinese mainland market demand in April reached 5,000,000 (converted 2 inches ) , mobile devices and LED applications each half. Demand for mobile devices surge 85 percent last month , including mobile phones lens cover , chassis and home button ; LED demand will surge 25 percent last month .

Sapphire Taiwan factory mainly supply LED demand , saw the growth of the China market in recent years, including Rui Jie , Zhao far , Xin Jing mainland expansion were drilled to circumvent the 11% import tariffs, the main customers for the upstream LED epitaxial plant such as Taiwan Epistar regions and in the new century , Sanan continent and BDO Runda . Sapphire ingot plant operations are divided into slices , PSS three blocks, which focused on profitable ruijie best PSS ( patterned substrate ) OEM , Zhao Xin far and Diamond except PSS processing, but also engage in lower profits ingot and slicing .

Rui Jie said , PSS substrate can enhance LED luminous efficiency, the current proportion of customers using the PSS board has up to 90% or more. So this year, driven by sharp McNair monthly revenue record highs.

In response to customer demand, the Czech Republic has been a sharp expansion plans in June , and 4 -inch substrate -based PSS , saving more than the 2-inch substrate production costs ( about 30% ) for the customer , is expected to force up the goods well . Legal estimate , Rui Jie in the second quarter revenue is expected to record high this year, will grow quarter by quarter .

Although the sapphire substrate demand is good, but UBS Securities, said in April the Chinese mainland market, the average unit price of the sapphire substrate was slightly down compared to March , is currently just under $ 20.

Epistar chairman Bingjie earlier also said that due to the epitaxial plant profitable flip is not yet clear , it is difficult to price increases upstream sapphire substrates .

In addition to the use of LED sapphire substrate , the mobile device market is growing dramatically .

Currently include phone camera , home button , the phone panel glass demand growth has been driven by demand in China in April sapphire substrates for mobile devices surge 85% ; recent market rumors , Apple iPhone 6 will use the sapphire glass , mainland China and millet machine Cool is also expected to follow up , if we seize Taiwan plant -related business opportunities, revenue for the second half to inject not small.


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