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All signs seem to reveal that the sapphire substrate material market will recover from the bottom, but the bleak picture of overcapacity of sapphire substrates a few years ago, many people in the industry are still vivid. It is reported that among the domestic sapphire substrate processing enterprises, the number of enterprises in the long crystal chain is as high as 50 in the peak of 2010-2011, and after several years of elimination and merger, only less than 30% remain. In the meantime, the level of competition is self-evident.
The reporter learned from Guizhou Haotian Optoelectronics that this year, with the increase in the number of domestic MOCVD equipment and its operating rate, the demand for PSS (graphical substrate) by epitaxial wafer manufacturers has indeed increased, including 2-inch wafer shipments. Compared with last year, the shipments of 4 inches and 6 inches were basically the same. However, Xu Wei, the head of the enterprise market, believes that the demand for domestic sapphire substrate materials is rising due to the pressure of prices and the improvement of the quality of domestic products. The epitaxial wafer manufacturers have turned their procurement channels from abroad to China, which is a good for domestic enterprises. News, but the total demand for sapphire substrate materials has not seen a big increase. Some companies also revealed that although the shipping price has increased and the growth rate has reached 30%, it has not been able to reverse the loss of the company, but the loss is less.
In addition to the continued decline in profits, the inventory of the last market downturn is also a big problem. Although many epitaxial wafer manufacturers have proposed to sapphire substrate manufacturers, demand will increase in the second half of the year. It is hoped that sapphire substrate manufacturers can actively prepare for and enrich production capacity. However, from the reporter's understanding, few companies have such a "picture". "Be tempted." The operating rate of Eurasian Sapphire Optoelectronics is only 20%. Even the industry leaders such as Yunnan Lanjing are very cautious about expanding production. “The outlook is still unclear. The last big heat was a conceptual investment. This time it really has to test the digestive power of the terminal application. Now many application products are in the hands of the channel vendors, whether it is circulation or inventory, which will determine the downstream upstream. How big is the pulling effect.†Enterprises in the field of sapphire substrates are all worried about the last round of “cold winterâ€, and they dare not act rashly.
Although in addition to LED applications, consumer electronics is an important channel for sapphire materials consumption, but some insiders expressed concern that the dependence of mobile phone screens, cameras and other devices on sapphire substrate materials is not just needed, and soon there will be cheaper and simpler processes. Alternative materials appear.
Some analysts in the industry believe that the current production and processing technology of sapphire substrates in China still needs to be improved, especially the equipment and processes required for the long crystal link, which requires more efforts from domestic enterprises to produce high-quality sapphire substrates. Materials that reverse the passive situation in the field of sapphire substrates in China. However, this year's LED application volume recovery brought about the recovery of the entire industry chain, which is transmitted to the upstream substrate material field. How long can it be used? How long does it last? It is still waiting for the market and time to give an answer.
Sapphire substrates are heating up again
Recently, the sapphire substrate field has been moving frequently. Firstly, the US sapphire substrate supply leader RubiconTechnology released its financial quarterly report. The second quarter revenue increased by 27.7%. The Taiwan market is also closely followed. Jingyuan Optoelectronics and Taiwan Zhaoyuan Technology and Ruijie Science and technology cooperation, including two PSS production lines of two companies to ensure the supply of sapphire substrate materials; and then, Zhaoyuan Technology has issued 30 million shares through the board of directors, and proposed to raise 690 million yuan at a price of NT$23 per share. Yuanxin Taiwan dollar, and invested 1 billion NT dollars to build a new site to expand production capacity. In addition, with the growing demand for consumer electronics such as tablets and mobile phones, sapphire substrate stocks will also be released.