Taiwan LED sapphire industry brewing price increase manufacturers have not accepted

Recently, Taiwan's LED sapphire industry is brewing price hikes. Due to the increasing demand for LED TV manufacturers in Japan, South Korea and China, the LED industry supply chain has been replenished with inventory demand, including the epitaxial plant of Jingdian, Yuyuan and New Century. The revenue will increase by at least 20%. In March, there will be a chance to be fully loaded, while the upstream sapphire substrate factory will be actively moving, and the price will increase by 2吋 and 4吋.

The Taiwan media pointed out that the current price increase of the substrate factory is not successful. Although the epitaxial plant has received the price increase forecast from the substrate factory, the downstream has not been accepted so far, so the unit price of the 2 sapphire substrate is still maintained at 7 ~8 dollars, equivalent to the month.

According to the manufacturer, the current price of the 2 sapphire substrate Continental plant is lower, about 7 US dollars, while the Taiwanese manufacturer has nearly 8 US dollars. Recently, the substrate slab factory hopes to raise the price to 9 US dollars, but it is not accepted now. The price of the ingots in the Changjing plant, which is reflected in the upper reaches, has not increased its strength.

Vendors admit that January has the lunar calendar of the elderly, the extension, the performance of the packaging factory are still poor performance, so there is no reason to accept the price increase; and since February, although the manufacturer's battalion recovered the temperature, but due to the supply of 2 吋 substrate The volume is large, and the downstream procurement is quite rational. In addition, under the strong competitiveness of mainland and Korean products, Taiwanese factories are still very careful to deal with price increases.

The legal person said that the current price increase of LED sapphire single crystal is limited to the supplier's request to the customer. However, the epitaxial plant does not accept the price increase of the substrate, and the upstream crystal growth plant has not increased the price space.

At present, the average product unit price of Taiwan Semiconductor's Yuefeng subsidiary Taiju Optoelectronics has not yet improved. However, due to the successful development of the 120 kg grade crystal growth furnace, it is expected to increase the supply of large-size products and increase the average product price.

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