Q2 sapphire substrate prices fell slightly by 3% to 5% lower than market expectations
The price of LED raw material sapphire substrate is released, which is between 3% and 5%. If the average price is $30 in the first quarter, the price in the second season is between $28.5 and $29.1, compared to the previous downstream. The crystal factory’s public bid of $25 is clearly better than market expectations.
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In the last week of March, the LED epitaxial plant and other sapphire substrate manufacturers, such as Jingdian and Yuyuan, Zhaojing and Zhaoyuan, and the price of the second quarter of the two quarters was finally released. The original epitaxial plant hopes to fall. 10%, but the final result is that the compromise between the two sides only dropped slightly by 3% to 5%.
In the second quarter of the epitaxial plant, the gross profit is expected to gradually pick up. The upstream sapphire substrate plant has a slight decline in the price due to the expansion of its capacity. Therefore, the quotation results of the second season sapphire 2 å‹ substrate are very happy.
According to Shangzhi Semiconductor, which sells sapphire crystal rods, the price of crystal rods is about the same as that of the first season, and the price of sapphire crystal rods is 24 to 25 US dollars/mm. The price of crystal rods even exceeds the substrate. Shang Zhi said that the company's current crystal rod production capacity is about 15,000 mm, and the ingot is drilled by c-axis drilling. The c-axis drilling direction is the same as that of the sapphire crystal pile, but the yield is much higher than the KY method of the side drilling. .
With the main product rectifier diode silicon wafers entering the second season of the pull season, and the sapphire ingot production capacity gradually opened. The legal person estimates that Shangzhi's second quarter revenue will be much better than the first season.
Since the price of the sapphire substrate is better than 2å‹, the price of the second season is between US$120 and US$130. The substrate size produced by the large substrate manufacturers such as Zhaojing and Zhaoyuan has gradually increased the proportion of 4å‹ to improve the overall Gross profit margin.
Rubicon, the world's largest sapphire crystal bar factory, recently performed well, rising from $18 in February to a closing price of $27.68 on March 31, an increase of 53.8%. The recent share price of Taiwan's sapphire substrate maker Zhaoyuan (4944) also performed quite well, not inferior to Rubicon.
Zhaoyuan’s closing price was 95.8 yuan yesterday. The stock price has exceeded that of Zhaojing (4969). Zhaoyuan has been transferred to the first stage of the cabinet review by the stock exchange. It is expected to be listed in June this year, becoming the first sapphire substrate to be listed on the cabinet. plant. 