Status of The Sapphire Substrate

In 2008 the amount of global sapphire substrate 2 one million, to October 2009

sapphire substrate

monthly amount reached 1.5 million.

Global sapphire substrate size to 2 inches highest proportion of Taiwanese manufacturers are thus based, while Japanese companies are mostly 3-inch, Korean firms are a considerable proportion of 4 inches, due to the fourth quarter of 2010 a considerable proportion of the 4-inch MOCVD machine to be delivered, will result in 4-inch board stock.

4-inch MOCVD crystal growth process has led to fragmentation rate tends to curl problem, but has been gradually overcome, expected in 2010 will be four-inch increase in the proportion of products phenomenon.

TRI statistics, 2010 LED TV market penetration rate of 20.3%, to 2014 is expected to reach 100 percent penetration, and LED-backlit LCD TV shipments increased to 260 million units in 2014. In terms of an LED-backlit LCD TV sets need 300-500 pcs LED projections, by 2014, the global TV backlight will need to use about 78 billion -1300 one hundred million LED, which is needed 710-1180 MOCVD machine has sufficient . 2010 global new MOCVD machine number of 720 units, an increase of 232% compared to 2009, while in 2010 the global number of new units MOCVD machine will eat more than the global demand for LED-backlit TV nearly 70 percent, with South Korea, Taiwan and China add up to machines, accounting for 36% of the total added respectively, 32% and 26%.

Taiwan's top five LED grain plants, Pan Jing Power Group to expand production capacity by integrating, in 2010 the number of MOCVD machine pan Epistar Group of 291 units, a leading, global Epistar 2011 new machine will then continued to increase, is expected to drive the upstream sapphire substrates and other materials ingot tight supply and demand. South Korea's Samsung and Taiwan LED makers Epistar, Formosa Epitaxy, Canton Ga, Thai Valley, etc., and China LED factory has expansion plans. Lu plant also includes Xiamen Sanan, Shanghai Sapphire, emblem of Swaziland, crystal energy, BYD, BDO Runda. According to research firm estimates that the continent in 2009 to purchase more than 200 sets of MOCVD machine, switchboard number of units to grow 1.5 times more than in 2008, the new machine is expected to come on stream in late 2010 to 2011.

2009 global LED sapphire substrate was $ 150 million value, estimated 2013 value of up to $ 392 million, 2005-2013 compound annual growth rate of 19%, mainly used in Asia as the region of the sapphire substrate, Taiwan's largest Youyi accounting for 46% of demand weighed, Korea accounted for 28%, Japan 17%.

2010 first quarter, the sapphire substrate proportion accounted for epitaxial plant costs about 10% growth in the second quarter to 14 percent, rose sharply Q3, making the sapphire substrate accounts for 15% to 20% of the adjusted cost ratio, 4Q continued price hikes, Cost proportion of about 20% to 30%.

Taiwan LED market size, 2-inch sapphire substrate specifications to estimate, in 2010 sapphire substrate with about 9 1000000-1 thousand ten thousand. Estimated in 2011 the world will have more than 1,400 sets of MOCVD, sapphire crystal rod demand is about 2300 ~ 24000000 mm demand.