It is reported that the demand for sapphire single crystals has increased greatly, and even the supply is in short supply. The price of single crystals has soared in June. The average per mm (mm) has risen from US$3 to US$3.8, and has risen by 20% in just a few weeks. Tai Chi Optoelectronics, a Taiwanese sapphire single crystal rod manufacturer, will benefit from it.
In the past, the application of sapphire single crystals was mainly in LED backlights and lighting. However, the market demand for LEDs was not strong due to poor TV market conditions. Because sapphire materials have good light transmission and are scratch-resistant and wear-resistant, The US-based smart phone manufacturer introduced the sapphire material into the mobile phone lens glass, which also triggered a wave of follow-up, so that the mainland mobile phone brand manufacturers and even white-brand mobile phones all followed up, so there is also the saying that the mainland is sweeping goods.
In the new application of sapphire, the recent market rumors that the price of crystal rods has increased by 20% in the third quarter, and Taiju Optoelectronics has increased by 10~15% in the first half of this year and 20% in the third quarter, not only The performance of individual companies and the profitability of the parent company Yuefeng are also helpful. In this regard, Yuefeng confirmed that the price of the crystal rod has indeed risen, and Taiju Optoelectronics is indeed observing the market. Only when the actual demand situation is clear, will the expansion be considered, so as to avoid excessive production capacity and cause market price collapse again. Bad.
However, the current situation is that the price of sapphire crystal rods continues to rise, while the price of the substrate factory is not good. Industry insiders analyzed that this demand for TV and backlight is not good, and LED manufacturers' demand for substrates is not so urgent; especially for sapphire materials used in mobile phones, it is possible to place orders directly at the crystal rod factory without having to go through the precision of the slicing factory. Professional cutting, so it will cause the ingot to be out of stock, the price is easy to convert.
Taiju Optoelectronics faces new demands from the market, and even the emerging wearable products are expected to use sapphire materials. It has been evaluated to restart production in the fourth quarter. At present, the monthly production capacity of Taiju Optoelectronics is 40-500,000 mm (mm). The company also has a production space of 200,000 to 300,000 mm. Whether it will be restarted in the fourth quarter is expected to be the follow-up focus.
In the past, the application of sapphire single crystals was mainly in LED backlights and lighting. However, the market demand for LEDs was not strong due to poor TV market conditions. Because sapphire materials have good light transmission and are scratch-resistant and wear-resistant, The US-based smart phone manufacturer introduced the sapphire material into the mobile phone lens glass, which also triggered a wave of follow-up, so that the mainland mobile phone brand manufacturers and even white-brand mobile phones all followed up, so there is also the saying that the mainland is sweeping goods.
In the new application of sapphire, the recent market rumors that the price of crystal rods has increased by 20% in the third quarter, and Taiju Optoelectronics has increased by 10~15% in the first half of this year and 20% in the third quarter, not only The performance of individual companies and the profitability of the parent company Yuefeng are also helpful. In this regard, Yuefeng confirmed that the price of the crystal rod has indeed risen, and Taiju Optoelectronics is indeed observing the market. Only when the actual demand situation is clear, will the expansion be considered, so as to avoid excessive production capacity and cause market price collapse again. Bad.
However, the current situation is that the price of sapphire crystal rods continues to rise, while the price of the substrate factory is not good. Industry insiders analyzed that this demand for TV and backlight is not good, and LED manufacturers' demand for substrates is not so urgent; especially for sapphire materials used in mobile phones, it is possible to place orders directly at the crystal rod factory without having to go through the precision of the slicing factory. Professional cutting, so it will cause the ingot to be out of stock, the price is easy to convert.
Taiju Optoelectronics faces new demands from the market, and even the emerging wearable products are expected to use sapphire materials. It has been evaluated to restart production in the fourth quarter. At present, the monthly production capacity of Taiju Optoelectronics is 40-500,000 mm (mm). The company also has a production space of 200,000 to 300,000 mm. Whether it will be restarted in the fourth quarter is expected to be the follow-up focus.
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