After the crazy expansion in 2010-2011, the sapphire material industry immediately experienced a low tide caused by severe oversupply, and the price of sapphire materials continued to fall. The 2-inch flat substrate was more than 30 times from the 2012 high. The high point of the US dollar has fallen to a historical low of nearly $7. In 2013, whether it is an international giant or a domestic company engaged in sapphire crystal growth and substrate processing, the transcripts handed over can be said to be gray, most companies are at a loss, and only a small number of enterprises achieve meager profit.
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Strong demand in the market opens up sapphire growth space
The price is still in the low valley, the price increase of the sapphire substrate remains to be seen
With the strong growth of LED general lighting market, the capacity utilization rate of LED upstream manufacturing industry has also been climbing. In the first half of 2014, the production capacity of global LED manufacturers is basically in full production state, and domestic LED epitaxial chip companies such as Sanan Photoelectricity is also in full production. According to SEMI China's forthcoming "China's upstream LED manufacturing report 2014", China's upstream LED manufacturing capacity is expected to reach nearly 90% in 2014 (which has been discontinued), and demand for sapphire substrates will continue to rise. Although the demand for sapphire substrates continues to grow, the current price of LED chips continues to decline, and LED epitaxial chip customers are more difficult to accept the demand for price increases.
Although the price of sapphire crystal rods has increased in recent months, the profitability of domestic Changjing enterprises has also been differentiated due to differences in product yield, technical route, regional energy cost and application structure. Earnings are still limited. On the other hand, due to the rising price of crystal rods, the cost of enterprises engaged in the processing of sapphire flat sheets has risen accordingly. Therefore, the current sapphire flat sheet substrate has almost no money to make or even lose money. The PSS (Patterned Sapphire Substrate) in the sapphire substrate manufacturing process can maintain a relatively high profit due to a certain supply gap in the market.
In general, under the trend of falling LED chip prices, the sapphire bottom is not out of stock, so the price of sapphire substrate is limited in the short term. In the medium term, the LED industry is booming and sapphire is added. Materials continue to expand in other applications, sapphire substrate demand will continue to rise, but whether it will increase prices and space remains to be seen.
Strong demand in the market opens up sapphire growth space
Sapphire material will become a new selling point for mobile electronic devices or will start 10 times growth space
Compared with glass materials, sapphire materials have high hardness and scratch resistance. Although the luxury mobile phone brand VERTU has long used sapphire material as its mobile phone display cover material, it has never caused as much attention as Apple. Since Apple first introduced sapphire material as the camera lens cover on the iPhone 5 in 2012, it has attracted market attention, and the application of sapphire material on the iPhone5S has been extended to the Home button. While the industry is speculating about where sapphire materials will be used in Apple's next application, in November 2013, GTAT announced today that it has signed a multi-year, $576 million premium sapphire with Apple. Material supply agreement, including Apple's plan to build a production facility in Arizona dedicated to processing sapphire materials.
As soon as this news was made public, it caused great concern and heated discussion in the industry. Although there are still opinions that the sapphire material may not be used as the display cover material for the iPhone6 ​​mobile phone due to the yield, productivity, craftsmanship, etc., but Apple It will be an inevitable trend to continue to expand sapphire material applications to next-generation iPhones and devices such as iWatch. It is reported that GTAT Arizona sapphire plant has installed more than 2,000 crystal growth furnaces, and Apple's Chinese suppliers Berne Optics and Lansi Technology have begun processing 4.7-inch, 5.5-inch iPhone sapphire display covers.
As a benchmark for the mobile phone industry, Apple's every move has always affected the trend of the industry and the enterprises in its supply chain. According to the SEMI China survey, many domestic and foreign mobile phone manufacturers, such as Samsung, LG or Huawei, Xiaomi, vivo, and Coolpad, have begun to express their strong interest in sapphire materials. Some manufacturers have begun small-scale trials and will have more in the future. More mobile phone manufacturers have joined the sapphire material camp. In 2013, global smartphone shipments reached 1 billion units and are still growing rapidly. In the first quarter of 2014, global smartphone shipments reached 280 million units, and the top 5 smartphone manufacturers shipped a total of approximately 167 million. If the future sapphire material can be continuously imported by other smartphone manufacturers other than Apple, the market growth will be huge.
Strong demand in the market opens up sapphire growth space
In addition to smartphones, WD (Wearable Device) will also become an important application market for sapphire materials. For example, in the case of Apple, if iWatch can achieve 50 million sales in 2015, only iWatch can consume about 23 million 2-inch sapphire substrate equivalent (TIE). Therefore, we predict that the annual total consumption of sapphire sapphire materials will increase from about 60 million TIEs in 2013 to 450 million TIEs in 2016. Among them, smartphones and wearable devices will be the most important growth segment. The market growth of sapphire materials is expected to exceed 10 times in 5 years.
Strong demand in the market opens up sapphire growth space
SEMI China strives to build the world's largest sapphire material industry exchange platform
SEMI China has been committed to building a platform for industrial exchanges in China. For example, SEMICON China LED Zone brings together many of the world's leading sapphire material manufacturers and various equipment and materials manufacturers for their processes, including Monocrystal, Yunnan Blue. Jing, Guizhou Qitian Optoelectronics, Nanjing Jingjing, Dongjing Electronics, Yuanliang Technology, Jingsheng Energy, Juropol, Crystal Sense, Kemet, Speedfam, Xianteng Optoelectronics and other well-known enterprises at home and abroad, including ingots, substrates, PSS , crystal growth furnace, cutting and polishing equipment, as well as diamond wire, polishing fluid and other auxiliary materials, providing a one-stop solution. In addition, the zone not only covers the field of sapphire material substrates for LEDs, but also displays sapphire window materials for mobile electronic devices. Due to the proximity to SEMI China's FPD China touch screen area, it attracts a lot of mobile while attracting attention from LED manufacturing. Electronic devices show a high degree of attention from people in the field. In addition, SEMI China established a professional committee to discuss international standards for sapphire materials in May 2014. The committee brings together leading domestic and foreign experts and authoritative experts to jointly promote the development of international standards for sapphire materials.
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