LED industry entered the peak season, coupled with the rapid growth of non-LED applications, following the iWatch, mobile phone protection cover, the market spread, the new machine listed in the third quarter to the fourth quarter of the millet machine will use sapphire panels, LED factory will prepare inventory in advance.
Sapphire enters the peak season in LED applications, and Taiwan LED manufacturers such as Zhaoyuan, Jingmei, Jiajing, and Ruijie, which have a high proportion of LEDs, are watching the market in March, and LED epitaxial wafers will be able to change from 2 inches to 4 inches. The 4-inch crystal rod is out of stock, and the second quarter production capacity is sold out. Yuefeng and Jiajing are on the same train as the LED season.
The sapphire factory revealed that in the past, when the sapphire substrate was oversupply, it was necessary to prepare a delivery center for the LED factory, indicating that it is the buyer's market. This phenomenon, which is used by the sapphire substrate factory for the LED epitaxial plant, has been the longest from the two. The monthly time has dropped to two weeks, and even the LED factory has expected to raise the price to buy the stock first.
The market atmosphere has changed, mainly due to the demand for LED lighting, and the use of non-LED applications. Zhang Shixian, deputy general manager of Jingyuan Optoelectronics, said that 80% of the LED wafers produced by Jingdian are 4 inches and are high-quality products. The patterned sapphire substrate (PSS) enters the peak season in the second quarter, plus 4 inch flat. The price of the upstream raw material ingots of the sheet and PSS shouted, which made the supply of tightness in the 4-inch sapphire substrate market.
Sapphire enters the peak season in LED applications, and Taiwan LED manufacturers such as Zhaoyuan, Jingmei, Jiajing, and Ruijie, which have a high proportion of LEDs, are watching the market in March, and LED epitaxial wafers will be able to change from 2 inches to 4 inches. The 4-inch crystal rod is out of stock, and the second quarter production capacity is sold out. Yuefeng and Jiajing are on the same train as the LED season.
The sapphire factory revealed that in the past, when the sapphire substrate was oversupply, it was necessary to prepare a delivery center for the LED factory, indicating that it is the buyer's market. This phenomenon, which is used by the sapphire substrate factory for the LED epitaxial plant, has been the longest from the two. The monthly time has dropped to two weeks, and even the LED factory has expected to raise the price to buy the stock first.
The market atmosphere has changed, mainly due to the demand for LED lighting, and the use of non-LED applications. Zhang Shixian, deputy general manager of Jingyuan Optoelectronics, said that 80% of the LED wafers produced by Jingdian are 4 inches and are high-quality products. The patterned sapphire substrate (PSS) enters the peak season in the second quarter, plus 4 inch flat. The price of the upstream raw material ingots of the sheet and PSS shouted, which made the supply of tightness in the 4-inch sapphire substrate market.
HuiZhou GreenTouch Technology Co.,Ltd , https://www.bbstouch.com