Benefit from the rapid growth of LED lighting LED substrate material investment hot

Experienced overcapacity, prices fell sharply after the tragic market situation, this year ushered in a new wave of sapphire substrate, and in the LED field, with high market share, establish market dominance. Although some foreign companies are still optimistic about silicon-based Gan and GaN-on-GaN, continue to invest in these two kinds of technology, but because there is no cost advantage, these two technologies are still unable to achieve large-scale production. And GaN-on-GaN is more cold. After Seoul semiconductor last year for the GaN-on-GaN flags a few words, there is no below, the stop in the laboratory, is still difficult to go out. The rapid growth of a new wave of sapphire benefit LED lighting, sapphire also ushered in a new round of upsurge. Crystal photoelectric secretaries Kong Wenjun said that with the expansion of the market expansion, the company plans to expand production of about 30% LED sapphire substrate. She said that the company's Sapphire PSS production capacity of about 150 thousand / year, the end of the year plans to expand production to 200 thousand / year production capacity. In addition, East crystal electronic, crystal Sheng electrical, Han's laser, without exception, to expand the capacity of sapphire or LED, is involved in the sapphire industry chain (Table 1). Although sapphire used in the field of consumer electronics, has been known, but this area has not been widely used, LED is still the first demand of the sapphire industry drive. On the market demand for graphics substrates, but also to rapidly warming sapphire substrate. CSA Research research data show that the first quarter of 2014, the sapphire market share as high as 87%, unified substrate status. Kong Wenjun said on sapphire substrate produced by the company, the company production capacity of PSS is mainly 2 inch, 4 inch products will increase the proportion of this year. On the other hand large size sapphire wafer demand increases, many overseas companies (such as LG, Sharp or Osram) to the 6 inch wafer production, while Taiwan enterprises generally take 4 inch wafer, domestic enterprises have gradually shifted to large size. And at the end of last year, GTAT and Apple Corp invested $1 billion to set up a cooperation between large sapphire production plant. It is reported that the production capacity of the plant will be two times the existing sapphire production capacity, the plant will change the structure of sapphire and LED industry. While at the same time, gains in this wave of the sapphire substrate and cutting equipment. Dazu laser vice chairman Zhang Jianqun said that last year the company LED sapphire cutting equipment to achieve nearly 100 million yuan in revenue, but at the beginning of this year, this part of the business is very good, a quarter of last year has been close to half of the total orders, the industry overall demand is large, the year is expected to be Gao Zeng.