LED upstream material factory orders Wang, the peak sapphire substrate full capacity

Driven by strong demand for white light LED, the most upstream sapphire crystal orders also rose sharply. Upstream of the LED sapphire substrate material factory Yue long crystal department is currently in the stage of full capacity, the visibility of orders has reached the third quarter, the monthly capacity of conversion for the 2 inch products, about 60 thousand mm, accounting for about 10% of the peak month revenue.

The peak current of a total of 50 units, with third quarter industry visibility is fairly high, so at this stage is at full capacity, the peak is not willing to disclose the yield, but the capacity to 2 inch, equivalent to 60 thousand mm per month, 500 million yuan NT cash to complete more peak days before the capital increase, the total investment will be sapphire crystal growth and machine number will continue to rise, the increase will depend on the progress of economy and.

In May revenue point of view, the peak revenue of NT $109 million, sapphire crystal business up to NT $9 million 600 thousand, accounting for about 10% of total revenue. Yue said, since the second half of the expansion, so the sapphire crystal revenue proportion will climb upward, has completed the capital of NT $500 million the day before, so the expansion in the future no shortage of funds.

The main products of the peak to the crystal rod cutting company, the recent crystal rod factory orders Chang wang. The white LED is demand driven, due to the small size of the panel has been fully used when white LED backlight, LED backlight source of white light in 2009 is a lot of penetration to the notebook computer, white LED color to blue chip technology to produce white light excitation phosphor, although there will be a recession situation, but in the chip size is to reduce the space, benefit from the substitution effect, thus prolonging the visibility of orders.