Despite
the strong backlighting and lighting needs, operation of the LED chip
factory in Taiwan also followed improved, but the upstream raw material
sapphire substrates offer the third quarter still no hike opportunity,
mainly because of the chip Factory strict control of raw materials
inventory, coupled with the end of the quarter turn into the LED industry traditional
off-season, estimated 2-inch products offer the third quarter will be
maintained at 8.5 to $ 9, with the second quarter.
In
July, although offer little change, but disappear with the inventory of
factors, the stabilization of the number of days, including megabytes
far, Xin crystal diamond, good crystal sapphire substrate plant a single
month revenue is still expected to continue to go up over June.
Xin
said diamond crystal, the current status of customer orders is very
stable, but offer room for adjustment is very small, and customer
acceptance of price increases willingness is not high, but fortunately
not much room for the offer and then fell, so the price, if not losses,
but profit still relatively limited.
Epistar,
Blu-ray demand for backlighting and illumination rebound increase in
gross margin performance are not four yuan, so accept the limited space
of the sapphire substrate prices.
In order to optimize the product mix, the sapphire substrate plant began to increase in the proportion of PSS products. Compared
with the sapphire substrate using the PSS produced by LED chip
brightness approximately 20% increase, but the same 2-inch products, the
PSS offer is 2 times the sapphire substrate, there will be conducive to
the substrate plant to boost profits.
Xin
crystal diamond, said amount from the revenue point of view, the
current PSS proportion of revenues in a single month has reached 40%. Xin
crystal diamond in the second quarter into 4-inch PSS process, has
developed the production of 4-inch or 2-inch PSS according to customer
requirements. Xin
Jing drill 2 inch of the PSS or the mainstream customers in Taiwan from
shipping proportion of two-inch is still as high as 90%, only 10% of
the 4-inch proportion; Xin Jing drill a single 2-inch PSS products
production capacity of about up to 60000.
Jia
Jing, observe the requirements for the third quarter, should still be a
slight rise, but long-term point of view, is still optimistic about the
explosive development of the lighting market. In
order to response to the lighting market demand, the best crystal in
the first half have been completed the PSS production planning, is
expected to smooth out in the third quarter. In
addition, good crystal is also planning to continue to grow, including
the capacity of the Sapphire Dan Changjing, wafer processing and the
PSS, the goal will be completed two 6-inch sapphire crystal bars, chips
and PSS process.
The
Epistar expressed not yet significantly with PSS, the customer has
specified to be used only client using the PSS accounted for about 20%,
mainly in the foundry, do not worry about the customers of the patent
problem-based.
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