Molybdenum News Center

Risk VS Bright Future Profits

Status: 2011 LED sapphire prices fell almost bottomed in the first quarter performance is still not satisfactory, the financial statements of all Taiwanese companies have wear deficit situation . Sapphire remodeling projects are also domestic quarrel uproar news, pessimistic voices of disapproval .

Liangbing Wen : Market with automatic adjustment function , LED sapphire reason fiery but also because market demand was caused by the rush investment , if the market has been sluggish , capacity will be relatively automatically reduced. For the entire LED industry, the sapphire capacity release , to a certain extent, reduce the cost of LED price , which is of great benefit to promote LED lighting . I personally also more optimistic about the silicon and gallium nitride substrate , a sapphire in recent years will still occupy the mainstream market , but with the silicon substrate technology savvy and improvement, sapphire will be squeezed out of the market relative part of other new substrate materials also have the opportunity.

Yang Wei Bridge : Currently, LED sapphire substrate price of about $ 10 , is likely to fall below that for the industry in terms of danger and adventure is already quite a signal . Properly speaking, sapphire prices remain at around $ 13-15 or 14-16 would be a more ideal price, on the one hand LED sapphire enterprises have a certain profit margin , on the other LED cost price is relatively reasonable , upstream and downstream acceptance is higher. LED sapphire industry can achieve large-scale enterprise integrating production, the possibility of mass production will bring the price advantage, while in response to the impact of new materials and more effective . Different stages , different needs , LED substrate material markets are not the same .

Liu Xianwei : As the technology matures , the price decline is an inevitable trend, which is indisputable . So any industry , such as mobile phones, the initial popular market, only black and white screen mobile phone has been regarded as expensive , but with the market demand and prices, mobile phones have become ordinary people can afford the necessities of life . This is a process of development of the industry , LED sapphire including the entire LED industry is also experiencing such a big price reduction stage and people can only drop to an acceptable level in order to achieve market a large outbreak . So, in the transition phase of the enterprise, margin decline is inevitable , and as long as kept within reasonable limits can allow enterprises to make money.

I think the current LED sapphire companies are still promising. A few years ago , Shi Kete been carrying capacity reserves , equipment selection and debugging , and thus production capacity has not yet been released, beginning this year, Shi Kete will intensify its efforts to prepare for the challenges of a new industry . Shi Kete itself and not just focus on LED sapphire production, but also in the corresponding MOCVD and chip at the same shot, we are not blind expansion , to make a long-term forecast of the market we will be launched commissioned . Currently, Shi Kete is working on two aspects of the building , the first is the base construction . Henan base projects and Kunshan sapphire wafer and chip projects are being stepped up in the second half will be normal production. The second is the training of personnel. Sapphire crystal is technology-intensive , capital-intensive industries , not only need large quantities of financial support, but also compete for professionals place . Talent is the industry 's sensitive and hot topic, Shi Kete approach also represents the industry's first truly reserve force of business practices . On the one hand vigorously develop internal talent, and national research institutes , universities and other technical cooperation and talent introduction ; hand up R & D centers , condemned every year to send technical personnel to Korea , Japan, the United States and other advanced countries, exchange of learning LED technology . We will go all out to meet the challenge.

Status: According to incomplete statistics, China has as many as the number of sapphire dozens of manufacturers , but relatively weak industrial base . Global high-end product manufacturing techniques focus on STC, Rubicon, Monocrystal, Kyocera, Namiki seventy-eight international manufacturers such as hands , patents threshold aggressive. From the technical point of view crystal growth , the domestic enterprises, with independent crystal growth technology companies are few . At the same time , a large number of domestic companies are stationed and to increase the development of LED sapphire substrate material , the record is commendable .

Liangbing Wen : From a technical perspective, I believe that China LED sapphire enterprises and international enterprises compared to almost no big gap, in particular, to seize the Chinese market, local enterprises are relatively more cost advantage.

Yang Wei Bridge : I also very much agree with Dr. Leung's view , the technological gap is not obvious , but in the patented technology and performance optimization there is a certain gap, but the overall performance of the domestic LED sapphire has been much improved, and will not impact on the overall quality . In contrast , the manufacturing cost , the domestic enterprises have obvious advantages.

Liu Xianwei : alone seize the Chinese market, foreign companies although technically slightly more astute , but from cost control as well as local service , I think Chinese companies an advantage. On the one hand , higher tariffs abroad , which in the intangibles increased product costs. LED sapphire is also a high value-added industries with high energy consumption , no exaggeration to say that the cost depends largely on sapphire "electric ." On the other hand , foreign enterprises and other products of the upstream chip service period is longer, there is no domestic services to facilitate local enterprises .


More molybdenum product: http://www.molybdenum.com.cn
Tel: 0592-5129696 Fax：0592-5129797
E-mail: This email address is being protected from spambots. You need JavaScript enabled to view it.
Tungsten & Molybdenum Information Bank: http://i.chinatungsten.com
Tungsten News & Tungsten Prices, 3G Version: http://3g.chinatungsten.com
Tungsten News & Tungsten Price: http://www.chinatungsten.com

 

• < Prev
• Next >