Analysis of the seriousness of overcapacity in China's sapphire substrate

The high-brightness LED sapphire substrate project of Nanjing Gaojing Transmission Equipment Manufacturing Group Co., Ltd. was started in October 2012. The first phase of the project has a fixed asset investment of 1 billion yuan, and the construction scale is not less than 160 sapphire crystal growth furnaces, which will be produced within two years.

According to the Crystal Photovoltaic Annual Report, the company began investing in LED sapphire substrate projects at the end of 2010. At present, it has formed a monthly production capacity of 200,000 sapphire wafers and 50,000 sapphire PSS products.

The LED sapphire substrate industrialization project of Fujian Jingan Optoelectronics Co., Ltd. under the Sanan Optoelectronics Co., Ltd. in Anxi County has also started mass production recently. The total investment of the first phase of the project is 2.538 billion yuan, and the construction period is 3 years. The project introduces 410 sets of crystal growth furnaces and other related process equipment, and the designed annual production capacity is 12 million sapphire substrates.

Established in November 2010, Guizhou Haotian Optoelectronics plans to fully build up its production at the end of 2014. Upon completion, it will form an annual production capacity of 30 million LED sapphire substrate materials.

Just this month, another listed company, Tiantong, reviewed and approved the “Proposal on the Company’s Non-public Issuance of Stocks to Specific Targets”. The company plans to invest 1.5 million pieces of 4-inch LED sapphire substrate material by issuing additional funds. Technical transformation projects and supplementary liquidity.

According to GLII statistics, the number of newly added LED sapphire crystal growth and substrate projects reached 26 in 2011, and the number of new projects at the end of the third quarter of 2012 was 14. At present, the capacity of the sapphire crystal growth project in China is about 100 million sapphire substrates, and the actual market demand is only over 10 million. Some of the extension companies are using imported products, so the domestic sapphire substrate is overcapacity.

“Now the sapphire substrate has a serious overcapacity and the price is low. Many companies have slowed down the progress of investment expansion and directly affected the sales of the crystal growth furnace.” When asked about the sales situation last year, the above crystal growth furnace The person in charge of the company said.

“There are more long-term customer orders, and the supply and demand situation has improved.” Guo Yuebo, director of Tiantong’s stock market, said that since the beginning of the year, orders have improved and customer orders have increased. Sales and prices are expected to rise in the next three months. According to industry insiders, the price of the sluggish sapphire substrate has caused many companies to lose money now. They are hoping that the capacity utilization rate of the epitaxial chip factory will increase this year, driving the sales and price of sapphire substrates to rebound. But how long this year's good start can last is an unknown question.

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