LED demand is strong, Sapphire prices are rising

Since the beginning of the year, the concept of Sapphire has been sought after by the capital market, and the concept stocks related to sapphire have also continued to rise. For the excellent performance of this sector, industry insiders pointed out that the main reason is still affected by the news that the iphone6 surface protection cover will use sapphire material for the first time. Recently, it has been reported that Xiaomi may use sapphire panels in the upcoming fourth-generation smartphone products, which has intensified the Apple effect and triggered a series of chain reactions in the market. The price has risen. The direct response is that due to this stimulus, the market demand for sapphire materials has increased recently, and the market price has begun to rise as a whole. The sales director of an enterprise in Nanjing said that due to strong market demand, the company did not have an inventory problem. On the contrary, orders were fully loaded from the beginning of last year to June this year. Song Lei, sales manager of Guizhou Haotian Optoelectronics Market, said that Haotian Optoelectronics basically has no inventory problem, benefiting from the market development of LED lighting and the use of sapphire materials in consumer electronics, since 2013, the company's sapphire products have been in short supply and the price has also increased. It is understood that the current market price of 2 inch sapphire lining film is basically 7 ~ 7. Between US $5, 4 inch market price is 32 ~ Between 35 US dollars, 6 inch is 130 ~ Between $140. Zhang Xiangxin, director of the domestic business department of Suzhou Haibo Crystal, said that the price increase of 2 inch sapphire material was not large. The price of 2 inch crystal rod was about 28 yuan before, and now it is 32 yuan, the price of the 4 inch crystal rod was 15 US dollars a year ago, and now it is 17 US dollars, which is higher. This is mainly because the price of the 4 inch sapphire lining film depends on the price of the crystal rod. At present, the 4 inch crystal rod is mainly imported, and the price is greatly affected by outsourcing. Although the price varies slightly from the purchase quantity and quality of each company, on the whole, the sales director of an enterprise in Nanjing believes that the price of sapphire materials has indeed increased a lot over the whole year of last year. Among them, the price of Changjing has increased by 30 ~ 50, the price of the flat film has increased by about 10 compared with last year. Regarding the market price trend of sapphire lining negatives in the future, Zhang Xiangxin said that the price increase of 2 inch will not improve much in the future. On the contrary, 4 inch affected by domestic technical bottlenecks, cost problems and relatively few manufacturers, the production capacity will be very tight. Driven by demand, the price will rise slightly. Song Lei also agreed with the 4 inch price increase. She said that the LED market has turned to large size in 2013, with 4 inch substrates accounting for nearly half of the demand and prices will increase slightly.