LED lighting drives the development of Sapphire Industry

Sapphire Applied Materials Factory has two feelings in the first half of this year. Ruijie, Zhaoyuan, Zhaoxin and Jiajing, which are used in LED lighting, are highly developed. Optical applications are mainly eclipsed, but in the consumer electronics season, the performance of Jingmei and Xinjing diamonds in the second half of the year has the opportunity to catch up. According to the operational performance of the sapphire factory in the first half of the year, the supply of LED factory patterned sapphire substrate factory (PSS) Is Big Winner Ruijie the first half revenue growth up to 1. 16 times, Zhaoyuan also has more than 30%; Zhaoxin, which has a small revenue, has doubled. 24 times; Jia Jing, who is also a long crystal, plain film and PSS, has grown more than 86. With the 4, 6-inch sapphire PSS substrate permeability improve big size PSS substrate unit price is high PSS substrate 3rd season demand will again growth 25,4-inch PSS substrate total capacity gap will continue to expand, zhao yuan, Ruijie, zhao xin the second half monthly revenue is expected to continue to set new records. 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 LED. The application of optics will start to heat up from July, and the capacity of PSS will double to 350 thousand to 400 thousand pieces, it is estimated that the performance will grow month by month from July. Jingmei has focused on double-polishing since last year. The Apple iPhone sapphire supply chain is supplied by Jingmei, and the iPhone6 is close to the market. The legal person estimates that Jingmei will increase its shipments in the second half of the year, this year has a chance to perform better than last year. Hon Hai Group's sapphire substrate factory, Xinjing Diamond, had an annual growth rate of only 2. 77. There is a big gap with other sapphire factories. The director of Xinjing Diamond said that LED applications had a good performance in sapphire substrates in the first half of the year, but Xinjing Diamond's PSS monthly production capacity was only 100 thousand pieces, the flat film is as high as 700 thousand pieces, so the revenue performance is not satisfactory. The second half will run than the first half of good. At the same time, as the sapphire industry is optimistic about the future application of sapphire in 3C products, coupled with LED lighting take-off, in order to seize business opportunities, the sapphire factory from the upstream long crystal, double polishing and patterned sapphire substrate (PSS) The factory expanded its production and raised funds from the capital market. In addition to Zhaoyuan, most of the Sapphire companies are listed companies. Before this year, Zhaoyuan, Ruijie, Jiajing, Jingmei and other companies raised funds and obtained a total of 2 billion yuan (RMB is about 4. RMB 1. 3 billion). At present, the fundraising action is still in progress. Xinjing Diamond will handle the fundraising of 25 million shares, and Zhaoyuan and Jiajing will also have new cash increases, with 62. 5 million shares and 10 million shares respectively; Zhaoxin will also raise funds. 9. 7 billion yuan (RMB about 61. 29 million yuan). The sapphire industry said that the use of sapphire substrates in smart phones 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 it is optimistic about the business opportunities of fingerprint identification. At present, Apple's products are only used by the iPhone5S. In the future, the iPhone6 is exclusively equipped. A sapphire substrate can cut 18 fingerprints, apple products use 5 million to 6 million pairs of chips a month, which has exceeded the use of LED. Due to the large number of smart phones, as long as any parts are imported into sapphire, Sapphire will be out of stock.