Sapphire prices rose in May, Taiwan companies have seized the mainland market

It is understood that the price of sapphire substrates rose in May. With the rise in both fuel and electricity, the demand for energy-saving LEDs has risen, and the inventory digest has come to an end. The price of the upstream sapphire substrate plant is expected to increase in the near future. In addition, LED growth in the second half of the year is expected. Taiwan Jingmei, Zhaoyuan and Xinjing drills Set up factories in the mainland to expand production capacity, while rushing to the mainland market and strengthening growth momentum.

The industry said that the current sapphire crystal bar is priced at about 4-5 US dollars / mm, the price of 2 inch substrate is about 7-8 dollars, with the inventory has been digested, coupled with the increase in market demand, driving Jingmei , Zhaoyuan, Xinjing drilled to turn hot, and March performance continued to warm up, so the substrate factory is actively brewing price increases, the fastest increase in May, the second quarter performance growth momentum is expected to be strong.

The board of directors of Jingmei increased its capital by NT$215.6 million. It was used to set up a sapphire substrate factory in Yancheng, Jiangsu Province. Xinjing Diamond also decided to set up a sapphire substrate factory for NT$250 million. The Shandong substrate of Zhaoyuan has also started. The sapphire substrate factory that sells polished sheets in the mainland, the Taiwan sapphire substrate Sanxiong actively layouts the mainland.

With the mainland government's LED lighting subsidy program released, the local epitaxial plant is actively expanding production. Among them, Sanan Optoelectronics and Dehao Runda are the most active, while Taiwanese Xinjing Diamond has obtained a large number of orders from Sanan Optoelectronics, and its proportion of shipments to the mainland has gradually increased.

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