The monthly production capacity of Crystal Opto-Science's sapphire substrate is 400,000, of which the monthly production capacity of Graphical Substrate (PSS) is increased to 150,000, and the utilization rate of the production reaches 100%. Sapphire sales are expected to increase substantially this year.
It is understood that the company had designed a sapphire LED substrate project with an annual capacity of 6 million pieces/year in 2011, and the company's sapphire substrate business has been put into operation since 2011. It experienced pre-industry recession, investment progress has moderated, and its profitability has been reduced. Both of them are relatively low. With the recovery of the business climate, the company's sapphire substrate products were basically full-loaded in 2013.
"This year, total sales of sapphire substrates are expected to increase by more than 50% year-on-year." Kong Wenjun said that the current yield rate of sapphire substrates remains at a relatively high level. The company's experience in grafting optical cold processing for several decades has certain technical advantages. At present, the company has supplied Huacan Optoelectronics, Diyuan and other LED chip manufacturers.
For the sapphire application of mobile terminals, Kong Wenjun said: “The current market trend has been relatively clear, but the market is not yet industrialized.†If the iPhone 6 uses a sapphire substrate as a display protection panel, it will significantly increase the market demand for sapphire, directly positive sapphire Manufacturer of industrial chain.
An anonymous analyst from Guotai Junan stated that Sapphire will become the most widely used new material since 2014. Expected to include iwatch and other wearable, iPhone6 ​​and other smart machines, LED lighting cycle and commercial NB change (touchpad, heat sink), camera other applications (such as security, etc.), sapphire is expected to become the sub-application of the entire terminal components.
According to a long-term follow-up researcher of Crystal Optoelectronics, with the increase in demand, the company will have a higher probability of expanding production on the sapphire substrate business. The sapphire substrate business has become an important driving force for the growth of company performance in the next two years. At the same time, the company has a certain research on sapphire crystal rods, and it pays great attention to this field. In the future, there is the possibility of industrial chain extension.
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