[Text / Ding Hui] Recently, Taiwan's sapphire factory Yuefeng's Taiju Optoelectronics was up to 23.8 sapphire crystal rod price was raised to 3.8 US dollars, a monthly increase of 20%. The US manufacturer Rubincon's 2-inch ingots also rose by 15%. According to industry insiders, the price of the US Rubincon 2 inch crystal rod has risen to 4 dollars at the end of last month. In addition, the Chinese mainland sapphire manufacturer Harbin Grand O'Reilly's 2-inch ingots also increased by 10%.
The reporter called Zuo Hongbo, general manager of Harbin Institute of Technology, and he said that it is not convenient to disclose.
The reporter learned from other crystal rod factories that the price of 2-inch sapphire crystal sticks has been rising steadily since the beginning of this year, from 2.8 US dollars in the trough to 3.2 US dollars. The price in July has started to rise again to 4 US dollars (including tax), excluding tax. The price is around 3.6-3.7 dollars.
The reporter learned from Guizhou Haotian Optoelectronics that their sapphire 2-inch ingot price has risen to about US$3.7. In addition, Jiangsu Tongren’s 2-inch crystal rod price has remained at around US$3.6-3.7. However, the current market price of sapphire crystal rods fluctuates slightly every day.
As for the reason for the rise of sapphire this year, the reporter interviewed some manufacturers. The LED terminal market is picking up one of the factors, and the diversification of sapphire is also the main reason. However, some people think that many manufacturers will focus on large-size crystal rods, resulting in a decrease in the production of 2-inch sapphire crystal rods, resulting in an increase in prices.
Zhang Xiangxin, director of the domestic business unit of Suzhou Haibo Crystal, said that the continuous rise of this round is also determined by the relationship between supply and demand. Nowadays, the MOCVD equipment operating rate of LED upstream chip companies has gradually increased, and many MOCVD equipments that were previously expanded by many chip factories have been commissioned and put into use. In addition, non-LED sapphire products have begun to increase steadily in terms of shipments in the fields of window panels and watch lenses.
In addition to the above reasons, the former sapphire market is in the doldrums. Many companies have chosen to buy crystal rods rather than produce them themselves. The exit of the sapphire crystal rod enterprise has made the supply and demand of the sapphire crystal rods in the whole market unbalanced. The downstream demand for this round has risen sharply. This imbalance between supply and demand is more obvious.
Song Lei, sales manager of Haotian Optoelectronics Market, said that in the first half of this year, Haotian Optoelectronics' performance growth was gratifying. In addition to the rapid growth of sapphire substrates, sales in other areas of sapphire also performed strongly. The current performance is roughly 6:4. In the future, the diversified development of sapphire is the main way for Haotian Optoelectronics to ease the pressure on production capacity.
Chi Xuming, general manager of Dongjing Electronics, believes that the price increase of the 2-inch sapphire crystal rod is driven by the increase in market demand, and there is no clear relationship with the decline in the production capacity of the 2-inch sapphire crystal rod. He said that Russia's Monocrystal's 2-inch crystal bar has already exceeded $4.
The data shows that in 2012, sapphire manufacturers faced a difficult situation. From the 12 LED sapphire manufacturers in Taiwan, it can be seen that 12 large-scale sapphire companies in Taiwan, Xinjing Diamond, Jingmei Application, Zhaoyuan Technology, etc. The total revenue of LED sapphire listed companies is about 1.52 billion, down 25% year-on-year. Among them, 8 revenues have regressed, and Xinjing’s revenue has closed at 328 million yuan, down 34% year-on-year. Jingmei's application revenue was approximately 316 million yuan, down 24% year-on-year. The biggest decline was in Hejing Optoelectronics. In 2012, revenue was about 30 million yuan, down 63% year-on-year.
Zhang Hongbiao, director of the High-Tech LED Research Institute (GLII), believes that the main reason for the decline in the scale of the LED sapphire market in Taiwan in 2012 is that the price of the product has dropped sharply compared with that of 2011, resulting in the growth of many LED sapphire manufacturers. The embarrassing situation of not increasing the amount.
Last year, there was still a sign of dramatic warming in the sorrowful sapphire market. On the surface, this round of rising has a positive effect on alleviating the long-term efforts of LED sapphire companies to “life-savingâ€. However, for the continued growth potential of the market, industry insiders have expressed the need to continue to wait and see. . At present, the price increase of the ingot is not transmitted to the downstream common substrate and the high-end PSS substrate market. In view of the fact that some sapphire substrate companies still have ingot stocks, this round of rise has limited impact on the price of sapphire substrates in a short period of time. .
Recently, Dr. Zhang Xiaofei, CEO of Gaogong LED, said at the Guangzhou High-tech Conference that as of May this year, the utilization rate of sapphire capacity in mainland China is less than 40%, and the prospect of sapphire industry cannot be blindly optimistic in the short term.
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