Taiwan's sapphire substrate market demand rebounded significantly in February, and the related manufacturers' revenues generally increased by 10% to 20%. The visibility of each factory has reached May, and the increase in quantity is expected to push up the price increase. At present, manufacturers have planned to increase prices. The market expects that the revenues of Taifeng, Zhaoyuan and Xinjing Diamonds of Taiyuan Sapphire Substrate Factory are expected to recover quickly.
The director of the sapphire crystal plant Taiji Optoelectronics said that the LED industry chain inventory digestion is nearing the end, the market has already bottomed out, and the orders have been warmed up.
Zhaojing’s announcement on the 15th will be renamed Xinjing Diamond. Its spokesman Li Jizhen said that the current price of sapphire substrates is no longer falling. From the perspective of customers pulling goods, the industry trend is upward. February revenue of 147 million Taiwan dollars, a record high since August 2011.
Zhongmeijing pointed out that LED has the fastest recovery rate and is superior to semiconductor and solar energy. Since 2012, the shipment amount of sapphire substrate has shown a leap-forward growth. The shipment amount in January was about NT$20 million, and it grew to nearly NT$40 million in February. March is expected to exceed NT$50 million, optimistic about profitability in the second half.
The director of the sapphire crystal plant Taiji Optoelectronics said that the LED industry chain inventory digestion is nearing the end, the market has already bottomed out, and the orders have been warmed up.
Zhaojing’s announcement on the 15th will be renamed Xinjing Diamond. Its spokesman Li Jizhen said that the current price of sapphire substrates is no longer falling. From the perspective of customers pulling goods, the industry trend is upward. February revenue of 147 million Taiwan dollars, a record high since August 2011.
Zhongmeijing pointed out that LED has the fastest recovery rate and is superior to semiconductor and solar energy. Since 2012, the shipment amount of sapphire substrate has shown a leap-forward growth. The shipment amount in January was about NT$20 million, and it grew to nearly NT$40 million in February. March is expected to exceed NT$50 million, optimistic about profitability in the second half.
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