Abstract Although iphone gave up sapphire, the situation of downstream LED lighting driving the sapphire industry is still very good. This is also due to the quality improvement of domestic substrate quality in recent years. Although the gross profit is not ideal, the capacity utilization rate of each product has been greatly improved.
Although the iphone gave up the sapphire, the downstream LED lighting industry is still a good one. This is also due to the quality improvement of domestic substrate quality in recent years. Although the gross profit is not ideal, the capacity utilization rate of each product has been greatly improved. It is not a problem to "live" and it is a little good. Enterprises have expanded their production.
Liu Jianzhe, deputy general manager of Dongjing Bolande, said in an interview with Gaogong LED that the company's monthly production capacity is 150,000 pieces, and it is expected to exceed 250,000 pieces by the end of 2014. Shen Tonghuan, director of Tiantong Holdings' sapphire market, also told reporters that the company's 1.15 million 4-inch sapphire sinking project has been basically completed and its production capacity will be further supplemented.
In the past few years, the Taiwan substrate has occupied an absolute market share in China. Now this situation has been reversed. The three companies in the 2014 high-tech Golden Globe Award LED substrate category are domestic substrate manufacturers, namely Tiantong Holdings. , Dongjing Bo Lante, Haotian Optoelectronics. All three companies are long crystal, crowbars, and cut-and-roll companies.
"Our substrate quality is basically equivalent to Taiwan's substrate, and there is no 11% tariff price more favorable." Liu Jianzhe said that the competitiveness of domestic substrates is also reflected in the supply side.
It is understood that the current chip factory is generally full, and supply stability is very important. Because of the problems involved in customs clearance, Taiwanese manufacturers are not as controllable as domestic companies in terms of delivery time. For this reason, many Taiwanese substrate manufacturers have acquired or built their own substrate factories in the mainland to seize the mainland market share.
In terms of price, the price of the substrate has stabilized at present, and the prices of all the products are basically at a uniform level. For example, the price of the 2-inch PSS is 90 yuan/piece. It is reported that the Taiwanese factory represented by Taiwan Ruijie will have a low-priced inventory in the mainland at the end of each year, which will have a slight impact on the mainland substrate factory. However, everyone believes that Taiwan factory delivery is only a short-term promotion, they can not be long-term supply of 2 inch PSS 80 yuan / piece.
For next year's market, Qi Yong, chairman of Haotian Optoelectronics, said that although everyone has done very hard in these years, he is very optimistic about the demand for sapphire applications such as LEDs, mobile phones and clocks in the market next year.
