Taiwan sapphire substrate June offer flat is optimistic about the industry Q2
Taiwan's LED upstream material sapphire substrate June offer was flat with May, and the price of 2-inch products remained at 8.5~9 US dollars. According to the manufacturer, although the price has not changed, the number of customers pulling the goods has grown. The industry estimates that the second quarter operation of manufacturers including Zhaoyuan and Xinjing will be better than the first quarter.
Xinjing Drill said that with the strong demand for LED-backlit LCD TVs and LED lighting, customers' demand for sapphire substrates has also increased, so the order status is OK, and the company's capacity utilization rate has reached full capacity. In addition, PSS shipments have also grown, with revenues reaching 30-40%.
Zhao Yuan also said that the order in June is no problem, but the price is not difficult to increase. The director of the substrate factory believes that although the industry has a plan to increase the price, the biggest difficulty is that the customer's first quarter earnings report is also a loss. So even if everyone wants to go up, but when the customers are losing money, they will not move.
After the sapphire substrate price fell below 10 dollars in the 4th quarter of 2011, it fell to 8 dollars at the lowest level this year. However, due to the sudden emergence of TV backlight demand, the quotation also rebounded slightly, and the third quarter can return to above 10 dollars. The substrate factory believes that the difficulty is not small.
Jingdian said that there is no problem in the supply of sapphire substrates, and because the client demand is stable, the company's order for sapphire substrates has also increased. At present, the order visibility status, according to different products, the best visibility of 4 yuan products, orders are very stable in August; but Blu-ray products, July orders are no problem, in August also received some orders, but visibility is not as high as 4 yuan .
Xinjing Drill said that with the strong demand for LED-backlit LCD TVs and LED lighting, customers' demand for sapphire substrates has also increased, so the order status is OK, and the company's capacity utilization rate has reached full capacity. In addition, PSS shipments have also grown, with revenues reaching 30-40%.
Zhao Yuan also said that the order in June is no problem, but the price is not difficult to increase. The director of the substrate factory believes that although the industry has a plan to increase the price, the biggest difficulty is that the customer's first quarter earnings report is also a loss. So even if everyone wants to go up, but when the customers are losing money, they will not move.
After the sapphire substrate price fell below 10 dollars in the 4th quarter of 2011, it fell to 8 dollars at the lowest level this year. However, due to the sudden emergence of TV backlight demand, the quotation also rebounded slightly, and the third quarter can return to above 10 dollars. The substrate factory believes that the difficulty is not small.
Jingdian said that there is no problem in the supply of sapphire substrates, and because the client demand is stable, the company's order for sapphire substrates has also increased. At present, the order visibility status, according to different products, the best visibility of 4 yuan products, orders are very stable in August; but Blu-ray products, July orders are no problem, in August also received some orders, but visibility is not as high as 4 yuan .
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