In 2013, the price of sapphire substrates was sluggish. The manufacturers of sapphire groups (substrates and ingots) in Taiwan included Yuefeng, Zhaoyuan and Xinjing. In the first three quarters of 2013, they also suffered losses.
However, this year, sapphire substrate manufacturers observe that the current capacity of Taiwan's peers is generally full, and although the price of sapphire substrate shipments to LED applications has not been significantly increased, consumer electronics (such as smart phones) are The sapphire substrate has created a new estuary. In the case of relatively tight overall production capacity, LED and non-LED applications will inevitably produce a “sandwich effect†that will grab capacity. This situation will also benefit the sapphire substrate price. More industry optimists believe that after the Lunar New Year this year, the supply of sapphire substrates will begin to ferment.
As for the recent price trend of sapphire products, the industry revealed that most of the time, the ingots or substrates were in a down price last year. However, the price of the ingots has been slightly raised, and the substrate manufacturers are also eager to raise prices. It is understood that the current price of a 4-inch sapphire substrate is about $30, and the price of a patterned sapphire substrate (PSS) is only over 50 US dollars. As for a 2-inch sapphire substrate, the price of a single film is currently about 7 The price of the US dollar, 2 inch PSS is about 12 to 13 dollars.
Sapphire substrate manufacturers pointed out that this year, the demand for LED lighting customers will be better than last year, and the adoption of sapphire substrates by consumer electronics is more active, so this year, whether LED or non-LED applications, demand will be more than last year. optimism. Even though the price of sapphire substrates for LEDs has not yet been significantly raised, the surge in demand for consumer electronics will also squeeze out the sapphire substrate capacity required for LEDs, so once LED customers feel the required capacity is threatened, The price increase will be imperative.
It is worth noting that due to the long-term downturn in the industrial environment, including the global sapphire crystal giants STC headed by the global sapphire industry representative manufacturers, the attitude towards expansion is also cautious, and there has been no large-scale expansion in recent years. It is conceivable that emerging applications in the fields of consumer electronics, optics, semiconductors, etc. will emerge, and the supply and demand of the sapphire industry will be relatively tight with the LED industry grabbing capacity. Therefore, sapphire substrate manufacturers are more likely to watch this year's prices.
Looking into the non-LED market, the demand for sapphire substrates is the most demanding in handheld applications. In addition to Apple's introduction of sapphire materials into iPhone camera protection lenses and Home Button applications, LG has also introduced sapphire camera protection lenses into the latest product LG G2, which is expected to drive The adoption rate of relevant mobile phone operators in high-end smart models.
In addition, in terms of the size of the sapphire substrate, the industry pointed out that the shipment of sapphire substrates in LED applications is still dominated by 2 inches, 2 inches: non- 2 inches in the overall shipment of LED industry, about 80 in 2013 : 20, but this year (2014) 4% shipments are expected to increase, the industry is optimistic, 2 inches: non-2 inch sapphire substrate shipments, is expected to be converted to 70:30 or even 60:40.
(This article is reproduced on the Internet. The texts and opinions expressed in this article have not been confirmed by this site, nor do they represent the position of Gaogong LED. Readers need to verify the relevant content by themselves.)
However, this year, sapphire substrate manufacturers observe that the current capacity of Taiwan's peers is generally full, and although the price of sapphire substrate shipments to LED applications has not been significantly increased, consumer electronics (such as smart phones) are The sapphire substrate has created a new estuary. In the case of relatively tight overall production capacity, LED and non-LED applications will inevitably produce a “sandwich effect†that will grab capacity. This situation will also benefit the sapphire substrate price. More industry optimists believe that after the Lunar New Year this year, the supply of sapphire substrates will begin to ferment.
As for the recent price trend of sapphire products, the industry revealed that most of the time, the ingots or substrates were in a down price last year. However, the price of the ingots has been slightly raised, and the substrate manufacturers are also eager to raise prices. It is understood that the current price of a 4-inch sapphire substrate is about $30, and the price of a patterned sapphire substrate (PSS) is only over 50 US dollars. As for a 2-inch sapphire substrate, the price of a single film is currently about 7 The price of the US dollar, 2 inch PSS is about 12 to 13 dollars.
Sapphire substrate manufacturers pointed out that this year, the demand for LED lighting customers will be better than last year, and the adoption of sapphire substrates by consumer electronics is more active, so this year, whether LED or non-LED applications, demand will be more than last year. optimism. Even though the price of sapphire substrates for LEDs has not yet been significantly raised, the surge in demand for consumer electronics will also squeeze out the sapphire substrate capacity required for LEDs, so once LED customers feel the required capacity is threatened, The price increase will be imperative.
It is worth noting that due to the long-term downturn in the industrial environment, including the global sapphire crystal giants STC headed by the global sapphire industry representative manufacturers, the attitude towards expansion is also cautious, and there has been no large-scale expansion in recent years. It is conceivable that emerging applications in the fields of consumer electronics, optics, semiconductors, etc. will emerge, and the supply and demand of the sapphire industry will be relatively tight with the LED industry grabbing capacity. Therefore, sapphire substrate manufacturers are more likely to watch this year's prices.
Looking into the non-LED market, the demand for sapphire substrates is the most demanding in handheld applications. In addition to Apple's introduction of sapphire materials into iPhone camera protection lenses and Home Button applications, LG has also introduced sapphire camera protection lenses into the latest product LG G2, which is expected to drive The adoption rate of relevant mobile phone operators in high-end smart models.
In addition, in terms of the size of the sapphire substrate, the industry pointed out that the shipment of sapphire substrates in LED applications is still dominated by 2 inches, 2 inches: non- 2 inches in the overall shipment of LED industry, about 80 in 2013 : 20, but this year (2014) 4% shipments are expected to increase, the industry is optimistic, 2 inches: non-2 inch sapphire substrate shipments, is expected to be converted to 70:30 or even 60:40.
(This article is reproduced on the Internet. The texts and opinions expressed in this article have not been confirmed by this site, nor do they represent the position of Gaogong LED. Readers need to verify the relevant content by themselves.)
Iso 5 Cleanroom,Clean Room Grade,Iso Cleanroom Levels,Iso 5 Cleanroom Standards
Dongguan V1 Environmental Technology Co., Ltd. , https://www.v1airpurifier.com