Market Structure and downstream demand analysis of sapphire industry in 2018
The downstream sapphire industry is still dominated by the demand for LED substrates. From the perspective of LED application demand, LED lighting has entered an accelerated penetration period due to policy promotion and the decline in LED prices, driving the growth of the entire LED market.
According to the market capacity of LED substrate demand, according to the statistics and forecast of high-tech LED, in 2017, China's MOCVD possession sapphire market structure: LED substrate application accounts for 80% of the market share. Sapphire is a crystal with excellent optical properties, physical properties and chemical properties. It is an important basic material in modern industry.
Its lattice structure, excellent mechanical properties and good thermal properties make sapphire crystal a practical semiconductor illumination (LED)
SOI, SOS and superconducting Nanostructured Thin films are ideal substrate materials.
At the same time, Sapphire has high strength, high hardness and erosion resistance. As a screen material, it is widely used in intelligent equipment, infrared military devices, satellite space technology, high-intensity laser windows and other fields.
According to the '2018-
The development prospect forecast and investment Strategic Planning Analysis Report of China's Sapphire Industry in 2023, in the past three years, the application of LED substrate materials has accounted for more than of the demand for sapphire, however, non-LED applications account for about of the demand for sapphire. Non-LED applications are mainly reflected in the demand for consumer electronic products, such as: camera lens protection glass of smart phones, Home keys, Sapphire watch mirrors, etc.
Up to now, LED substrate material is still an important application of sapphire. Sapphire market demand 1-
LED substrate: the market capacity of diamond wire is close to 0. 5 billion M, and the demand for LED substrate is still dominant in the downstream Sapphire Industry. From the perspective of LED application demand, it is affected by policy promotion and LED price decline, LED lighting has entered an accelerated penetration period, driving the growth of the entire LED market.
According to the market capacity of LED substrate demand, according to the statistics and forecast of high-tech LED, the number of MOCVD in China will reach 1534 units in 2017.
LED industry will achieve an annual average of 25-
About 30 years of growth, while the upstream sapphire industry will maintain a corresponding growth of about 30.
Considering that there is room for further improvement in the startup rate and capacity utilization rate of Chinese chip enterprises, Press 2014-
Equipment operating rate of 80, 90, 90 and 90 in 2017, 350 days of Operation per year, 2-Conservative calculation of efficiency in 3 rounds, 2014-2017 (Equivalent to 2 inch)The demand for sapphire substrate is 11785. 740 thousand tablets/year, 14836. 120 thousand tablets/year, 16269. 720 thousand tablets/year, 16617. 410 thousand pieces/year. The diameter of the diamond line is about 0.
About 2 inch, cutting a 2014 substrate will consume of diamond wire. According to this calculation-
The diamond wire required for Sapphire backing for 2017-degree LED is about 3. 5. 4 billion, 4. 4. 5 billion, 4. 4. 5 billion and 4. 9. 9 billion. Sapphire market demand 2-
Consumer electronics: the market capacity of consumer electronics for diamond wire exceeds 0. 1 billion, according to statistics from YOLE of France, 2014-
2017 the application of LED substrate materials accounts for more than of the demand for Sapphire, while non-LED applications account for about of the demand for sapphire. Non-LED applications are mainly reflected in the demand for consumer electronic products. 2013-
The market capacity of consumer electronic products for diamond wire in 2017 is calculated as follows: In summary, with the rapid development of LED industry, the acceleration of the application of consumer electronic Sapphire and the further increase in the demand for national defense industrial materials and civil windows, the market demand for sapphire materials will still maintain a rapid growth trend, as consumables for sapphire material processing, the products have broad market prospects.