LED lighting drives the development of the sapphire industry

The sapphire application materials plant in the first half of this year, the application of LED lighting in Ruijie, Zhaoyuan, Zhaoxin and Jiajing are highly developed. Optical applications are eclipsed, but in the midst of the consumer electronics season, the performance of Jingmei and Xinjing Diamond in the second half of the year has the opportunity to catch up. According to the operational performance of the sapphire plant in the first half of the year, the supply of LED factory patterned sapphire substrate factory (PSS) is a big winner. Ruijie's revenue growth in the first half of the year was as high as 1.16 times, and Zhaoyuan also had more than 30%; Zhaoxin, which has a smaller revenue scale, is Doubled 2.24 times; also used as long crystal, flat sheet, PSS, and the growth of the crystal is more than 86. With the continuous increase of the penetration rate of the 4,6-inch sapphire PSS substrate, the unit price of the large-size PSS substrate is higher, and the demand for the third season of the PSS substrate will be further The total production capacity gap for the growth of 25,4 inch PSS substrates will continue to expand. Zhaoyuan, Ruijie and Zhaoxin's single-month revenue in the second half of the year are expected to continue to record high. Chen Yanren, general manager of Jingmei, said that the shipment of sapphire materials in the first half of the year was mainly the application of LEDs. In July, the application of optics will begin to increase, and the capacity of PSS will double to 350,000 to 400,000. It is estimated that the performance will be from July. Growing month by month. Jingmei has focused on double-throwing since last year. Apple's iPhone sapphire supply chain is supplied by Jingmei. The iPhone6 ​​is close to market. The legal person estimates that Jingmei will increase its shipments in the second half of the year. . The annual growth rate of Hono Diamond's sapphire substrate factory Xinjing drill is only 2.77 in the first half of the year, which is quite different from other sapphire plants. The director of Xinjing Diamond said that the performance of sapphire substrate in the first half of the year is better than that of LED, but Xinjing The PSS has a monthly capacity of only 100,000 pieces and a flat film of 700,000 pieces, so the revenue performance is less than ideal. The operation will be better in the second half of the year than in the first half. At the same time, as the sapphire industry is optimistic about the future application of sapphire in 3C products, and the LED lighting takes off, in order to seize business opportunities, the sapphire plant is fully expanded from the upstream long crystal, double throw and patterned sapphire substrate (PSS) plants, from the capital Fundraising on the market. In addition to Zhaoyuan, most of the sapphire traders are listed companies. Before this year, Zhaoyuan, Ruijie, Jiajing, Jingmei and other companies raised funds, which totaled 2 billion yuan (about 413 million yuan). At present, the fundraising action is still going on. Xinjing Diamond will handle the financing of 25 million shares. Zhaoyuan and Jiajing will also have new growth, with 62.5 million shares and 10 million shares increasing respectively; Zhaoxin will also raise 297 million yuan (about RMB 61.29 million). The sapphire industry said that the use of sapphire substrates for smartphones has become a trend, and the industry is striving for business opportunities. If it does not expand production this year, there will be no capacity to join the war next year. The industry revealed that the most promising business opportunities for fingerprint identification, Apple's current product is only used by iPhone5S, the future iPhone6 ​​is exclusive, a sapphire substrate can cut 18 fingerprints, and Apple products will use 5 million to 6 million doubles in a month. This amount has exceeded the use of LEDs. Due to the large number of smartphones, as long as any component is imported into sapphire material, it will cause the sapphire to be out of stock.

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