In response to the price increase of sapphire crystal rods and the strong demand for LED-backlit LCD TVs and LED lighting, the sapphire substrate factory revealed that it will increase the price of PSS substrate foundry. As the sapphire crystal rod has recently increased by about 10%, it is understood that the PSS substrate has increased. About 5% or so, it is expected that the operation of the second and third quarters such as Zhaoyuan and Xinjing will benefit.
Taiwan's industry pointed out that the LED industry has been thin and fat in the past year, especially in the sapphire factory, which is the most upstream of the industry. The performance of the crystal rod factory, the slicing factory and the PSS substrate processing plant are relatively low.
However, as the customer's requirements for grain brightness are getting higher and higher, and the demand for LED lighting is growing, the importance of PSS substrate supply and demand on the substrate has increased. The manufacturer pointed out that the previous shipment of sapphire substrate and PSS substrate is about 1:1, now PSS The specific gravity of the substrate has exceeded that of the planar sapphire substrate.
Li Jingzhen, a spokesperson for Xinjing Diamond, said that the current shipments of PSS substrates are stable, and the overall customer order visibility is about one month. In addition, the main reason for pushing the price increase of the substrate factory is that the upstream raw material sapphire crystal rods have stopped falling.
It is reported that the price per mm of the 2 inch sapphire crystal rod once fell to 3 US dollars (about 90 yuan Taiwan dollars), many crystal rod factories have withdrawn from the market, including the mainland crystal rod factory has also been consolidated, but with the downstream demand back Temperature, coupled with reduced supply, crystal rod prices have also rebounded to $3.3. The industry pointed out that although this price can not make the crystal rod factory profit, but at least can cope with the variable cost demand.
He Junxian, general manager of the consistent substrate factory Jiajing, also said that from the demand side, the demand for the substrate market has not grown much this year. According to the current MOCVD machine on both sides of the strait, there are about 3 million substrates per month, but the products. The combination has changed, and customer demand for PSS substrates has increased.
In response to customer demand for PSS substrates, Jiajing plans to expand production. It is expected that in the third quarter, a PSS substrate production line with a capacity of 20,000 pieces per month will be added, and the production capacity will increase from the current 40,000 to 60,000.
Taiwan's industry pointed out that the LED industry has been thin and fat in the past year, especially in the sapphire factory, which is the most upstream of the industry. The performance of the crystal rod factory, the slicing factory and the PSS substrate processing plant are relatively low.
However, as the customer's requirements for grain brightness are getting higher and higher, and the demand for LED lighting is growing, the importance of PSS substrate supply and demand on the substrate has increased. The manufacturer pointed out that the previous shipment of sapphire substrate and PSS substrate is about 1:1, now PSS The specific gravity of the substrate has exceeded that of the planar sapphire substrate.
Li Jingzhen, a spokesperson for Xinjing Diamond, said that the current shipments of PSS substrates are stable, and the overall customer order visibility is about one month. In addition, the main reason for pushing the price increase of the substrate factory is that the upstream raw material sapphire crystal rods have stopped falling.
It is reported that the price per mm of the 2 inch sapphire crystal rod once fell to 3 US dollars (about 90 yuan Taiwan dollars), many crystal rod factories have withdrawn from the market, including the mainland crystal rod factory has also been consolidated, but with the downstream demand back Temperature, coupled with reduced supply, crystal rod prices have also rebounded to $3.3. The industry pointed out that although this price can not make the crystal rod factory profit, but at least can cope with the variable cost demand.
He Junxian, general manager of the consistent substrate factory Jiajing, also said that from the demand side, the demand for the substrate market has not grown much this year. According to the current MOCVD machine on both sides of the strait, there are about 3 million substrates per month, but the products. The combination has changed, and customer demand for PSS substrates has increased.
In response to customer demand for PSS substrates, Jiajing plans to expand production. It is expected that in the third quarter, a PSS substrate production line with a capacity of 20,000 pieces per month will be added, and the production capacity will increase from the current 40,000 to 60,000.
Corporate Av,Professional Server,Conference Room Media,Meeting Media Processor
SZ REACH TECH,.CO LTD , https://www.szreachtech.com