According to statistics, since a large number of manufacturers constantly led into the upper reaches of the rapid expansion of demand for MOCVD equipment, 2011, the Asia Pacific region only for purchases of equipment is expected to exceed 1000, by conduction, the global market demand for LED sapphire substrate violence growth, the sapphire substrate supply and demand relationship will gradually emerge.
Investment Advisor in Senior Fellow in China, He pointed out that in the current substrate technology, the sapphire substrate to the absolute advantage of mainstream. Nichia, Toyoda Gosei is the use of the sapphire substrate technology, large-scale enterprises in LED, CREE is the use of silicon carbide substrate, silicon carbide because of its master mature generation technology, thus creating a field of its dominance in the silicon carbide situation. For most businesses, the choice of the sapphire substrate with a mature technology is superior to the less cost-effective silicon technology, which is both cost-effective sapphire reason to seize the market, SiC and GaN substrate is not large-scale development reasons.
2010, backlight sapphire plate is driving demand for absolute power, which, mobile phones, monitors, LCD TV shipments and other industries directly stimulating the demand for sapphire substrate, with the gradual increase in penetration, the mobile space gradual slowdown in growth trends, the next large demand for sapphire substrates will be reflected in the large-scale LCD TV demand, and into December, "flat-panel TVs limit the value of energy efficiency and energy efficiency rating" will begin to implement it to the LED LCD TV needs to open a new breakthrough.
According to the Investment Adviser's "2010-2015 China's semiconductor lighting (LED) industry, investment analysis and forecast report" shows that in 2010 the whole grain backlight 48% share of total demand, which means that on the sapphire substrate requirements should be as high as 3.5 million. LED lighting for every 1% penetration will directly pull sapphire 1.07 million increase in demand, if the global penetration rate of 50%, will be formed on the sapphire substrate 53.5 million of incremental demand.
Investment Advisor in the Research Director Zhang Yan Lin pointed out that the market demand for downstream electronics are becoming increasingly strong demand for such a large scale will enable manufacturers continue to increase production capacity to meet market demand, but due to high barriers to entry in the industry, the situation of short supply in the short term , the product prices will inevitably rise significantly, this has been reflected in the first half of 2010, rising at double the price and demand under the influence of existing firms will be significantly profitable.
