Despite strong demand for backlights and lighting, Taiwan's LED chip factory operations have also improved, but the upstream raw material sapphire substrate offer no increase in the third quarter, mainly because the chip factory strictly controls raw material inventory, and will enter the LED industry at the end of the season. In the traditional off-season, the estimated 2-inch product quotation will remain at 8.5~9 dollars in the third quarter, which is equivalent to the second season.
Looking forward to July, although the quotation has not changed much, but as the inventory factor disappears, the working days have stabilized. The monthly revenue of sapphire substrate plants including Zhaoyuan, Xinjing Diamond and Jiajing is still expected to continue to rise from June.
Xinjing Drill said that the current customer order status is very stable, but the quotation adjustment space is very small, the customer accepts the price increase is not high, but fortunately the space for the quotation to fall is not large, such a price, although not to lose money, but still profit Relatively limited.
According to Jingdian, although the demand for blue light is increasing due to the rebound of backlight and lighting, the gross profit margin performance is not as good as the quaternary product, so there is limited room for accepting the price increase of sapphire substrate.
In order to optimize the product portfolio, the sapphire substrate plant began to increase the proportion of PSS products. Compared with the current sapphire substrate, the brightness of the LED chip produced by using PSS can be increased by about 20%, but the same as the 2-inch product, the PSS price is twice that of the sapphire substrate, which will benefit the substrate factory to increase profits.
Xinjing Drill said that if the amount of revenue is seen, the current PSS monthly revenue has reached 40%. In the second season, Xinjing Diamond began to introduce the 4-inch PSS process, which has been developed and can produce 4 inch or 2 inch PSS according to customer requirements. However, Xinjing Diamond said that the current 2-inch PSS is still the mainstream of Taiwanese customers. From the perspective of shipments, 2 inches is still as high as 90%, and 4 inches is only 10%. At present, Xinjing drills a 2-month PSS product capacity. Up to 50,000 to 60,000 pieces.
Jia Jing said that the current demand for the third quarter should still grow slightly, but in the long run, it is still optimistic about the explosive development of the lighting market. In response to the lighting market demand, Jiajing has completed the PSS capacity planning in the first half of the year and is expected to be able to open smoothly in the third quarter. In addition, Jiajing plans to continue to expand its production capacity including sapphire crystal growth, wafer processing and PSS, with the goal of completing 2 to 6 inch sapphire crystal rods, chips and PSS.
Jingdian said that PSS has not been widely adopted, and customers will use it if it has a designation. At present, the proportion of clients using PSS is about 20%, mainly for customers who do not worry about patent issues.
Looking forward to July, although the quotation has not changed much, but as the inventory factor disappears, the working days have stabilized. The monthly revenue of sapphire substrate plants including Zhaoyuan, Xinjing Diamond and Jiajing is still expected to continue to rise from June.
Xinjing Drill said that the current customer order status is very stable, but the quotation adjustment space is very small, the customer accepts the price increase is not high, but fortunately the space for the quotation to fall is not large, such a price, although not to lose money, but still profit Relatively limited.
According to Jingdian, although the demand for blue light is increasing due to the rebound of backlight and lighting, the gross profit margin performance is not as good as the quaternary product, so there is limited room for accepting the price increase of sapphire substrate.
In order to optimize the product portfolio, the sapphire substrate plant began to increase the proportion of PSS products. Compared with the current sapphire substrate, the brightness of the LED chip produced by using PSS can be increased by about 20%, but the same as the 2-inch product, the PSS price is twice that of the sapphire substrate, which will benefit the substrate factory to increase profits.
Xinjing Drill said that if the amount of revenue is seen, the current PSS monthly revenue has reached 40%. In the second season, Xinjing Diamond began to introduce the 4-inch PSS process, which has been developed and can produce 4 inch or 2 inch PSS according to customer requirements. However, Xinjing Diamond said that the current 2-inch PSS is still the mainstream of Taiwanese customers. From the perspective of shipments, 2 inches is still as high as 90%, and 4 inches is only 10%. At present, Xinjing drills a 2-month PSS product capacity. Up to 50,000 to 60,000 pieces.
Jia Jing said that the current demand for the third quarter should still grow slightly, but in the long run, it is still optimistic about the explosive development of the lighting market. In response to the lighting market demand, Jiajing has completed the PSS capacity planning in the first half of the year and is expected to be able to open smoothly in the third quarter. In addition, Jiajing plans to continue to expand its production capacity including sapphire crystal growth, wafer processing and PSS, with the goal of completing 2 to 6 inch sapphire crystal rods, chips and PSS.
Jingdian said that PSS has not been widely adopted, and customers will use it if it has a designation. At present, the proportion of clients using PSS is about 20%, mainly for customers who do not worry about patent issues.
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