The demand for LEDs has warmed up. The industry pointed out that sapphire substrates are already in the bottom, and demand continues to strengthen. The price of sapphire substrates is brewing. The sapphire substrate manufacturer Zhaoyuan, Zhaojing, and Taiju Optoelectronics, which is under the peak of the crystal rod factory, is expected to turn stronger in February.
The price of 2-inch sapphire substrate fell to the end in December last year, and it was flat at 9 US dollars in January. The industry pointed out that due to the use of downstream epitaxial plant inventory, LED demand has turned strong after the Lunar New Year, and the capacity utilization rate of Leijing Leading Crystal Power Plant has rebounded. More than 80%, February substrate prices are brewing prices.
Yuefeng said that the client's inventory level is low, the first season sapphire shipments are expected to warm up month by month, the price has been expanded after the shipment is enlarged, the demand for this wave of sapphire is mainly due to the introduction of a variety of new LED TV, and national restrictions The use of incandescent bulbs, LED bulb lighting to pull goods towards positive.
Zhaojing said that demand from the mainland and Europe has strengthened, and the proportion of export shipments has increased significantly. The diversification of the substrate has increased, and the demand has also increased substantially. It is different from most of the previous domestic manufacturers.
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