Continued bearish sapphire substrate prices will help LED epitaxial cost improvement

In the first quarter of this year, the sapphire substrate, which has been steadily increasing in price, has been affected by the new production capacity in 2011. The market expects that sapphire substrate prices may fall by quarter (from 5% per quarter) from the second quarter of this year. It is expected that this will contribute to the LED epitaxial wafer plant. Taiwan includes crystal power, Yuyuan, Taigu, New Century, etc. The cost structure will be improved after the second quarter.

As for LED capacity expansion and supply increase, the expansion rate of production from mainland China is still quite positive. It is estimated that the global MOCVD machine shipments/installation volume will increase by 800-1000 units in 2011, compared with 2010. About 800 units) continue to increase, and these mainland LED epitaxial/grain capacity expansion in 2011, in fact, there are many departments and Taiwanese technology or capital investment, so in fact, LED epitaxial / grain supply surface changes The impact on the LED supply chain and price remains to be seen.

More clearly, the supply of materials, including sapphire substrates, MO gas, etc., the recent tight supply and demand, have been alleviated, mainly due to the recent industry off-season, but more importantly, the major supply companies this year New capacity will be opened one after another, and LED epitaxial/die manufacturers have also developed a variety of raw material suppliers.

The price increase of sapphire substrates in the first quarter of this year has been largely stagnant (within 5% or less). It is expected that the price of sapphire substrates will gradually decline at a rate of about 5% per quarter from the second quarter of this year. This will help LED epitaxial/die manufacturers to improve their cost structure after the second quarter.

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