In general, the domestic and international extended chip technology has made great progress. Due to the excellent performance of listed companies Sanan Optoelectronics, Dehao Runda, Silan Mingxin and Ganzhao Optoelectronics, the investment community has invested heavily in the upstream. Since the beginning of 2010, the investment in MOCVD has exceeded the historical total, that is, the number of ordered machines exceeds the number of existing MOCVD machines. This has led to the demand for epitaxial raw materials such as sapphire substrates, MO sources and gases, and the domestic investment boom in raw materials has also arisen.
Although the number of MOCVD equipment is closely related to LED production, since the beginning of 2010, the number of substrates such as sapphire and gallium arsenide has been determined to determine the shipment of epitaxial wafers. It is meaningless to increase the production capacity by expanding MOCVD investment.
In 2008, the annual global consumption of sapphire substrates was only 2 million pieces. By the second half of 2009, the monthly usage reached 1.5 million pieces, and the growth rate was amazing. At the end of 2009, the global monthly demand (2 inches) has reached 2.5 million pieces, which is close to the global total production capacity of sapphire crystals at that time, and the supply and demand are basically balanced. At present, the application rate of sapphire in LED epitaxial substrate is 80~85%, and the actual number of MOCVD machines in 2010 is 750 (the average 42-piece machine). The demand for sapphire substrate will increase by 28 million, while the actual capacity is only With an increase of about 10 million pieces, GLII estimates that the supply of sapphire substrates will be in short supply in 2010. In the third quarter of 2011, this situation may be eased.
At present, the global demand for sapphire substrates is still 2 inches, and Taiwanese manufacturers are mainly 2 inches. Japanese companies are mostly 3 inches, while Korean factories have a considerable proportion of 4 inches. GLII expects that the monthly demand for 2-inch sapphire will be about 5 million units by the end of this year. In 2011, it will be affected by 4-inch MOCVD. Shipments will start to increase significantly. The demand for 4-inch sapphire will increase in the future, while 2 inches. There is a possibility of a rapid decline in demand (the chip yield of a 4-inch epitaxial wafer is about 4 times that of 2 inches). The cost-effective 4-inch sapphire substrate will be the main driver for the price decline of LED chips and terminal lighting applications over the next three years, while the chip production will double. The larger size of the substrate will be subject to epitaxial and chip processing equipment, and there will be no rapid growth in the short term.
As of August 2010, Asia's top ten sapphire supplier Asia has seven seats, accounting for 57% of the market. At the same time, Asia is also the largest consumer of sapphire. Only Taiwanese and Japanese and Korean companies have used 58% and 19% of sales respectively.
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