Since the beginning of the year, the concept of sapphire has been sought after by the capital market, and the concept stocks related to sapphire have also continued to rise. For the excellent performance of the sector, the industry pointed out that the main reason is still affected by the news that the iphone6 ​​surface protection cover will use sapphire material for the first time. Recently, it has been reported that Xiaomi will use sapphire panels in the upcoming fourth-generation smartphone products, which has caused the Apple effect to intensify and trigger a series of chain reactions.
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The most direct response to the rise in prices is that, with this stimulus, the demand for sapphire materials has increased in the near term, and market prices have begun to pick up overall.
The sales director of a certain company in Nanjing said that due to strong market demand, the company did not have inventory problems. On the contrary, from the beginning of last year to June this year, orders were in full load. Song Lei, sales manager of Guizhou Haotian Optoelectronics Market, said that Haotian Optoelectronics has basically no inventory problems. Benefiting from the market development of LED lighting and the adoption of sapphire materials by electronic consumer products, the company's sapphire products have been in short supply since 2013. There is also an improvement.
It is understood that the current market price of 2-inch sapphire substrate is basically between 7 and 7.5 US dollars, the market price of 4 inches is between 32 and 35 US dollars, and the price of 6 inches is between 130 and 140 US dollars. Zhang Xiangxin, director of Suzhou Haibo Crystal's domestic business department, said that the price of 2-inch sapphire material did not increase much. The price of 2-inch crystal rod was about 28 yuan, and now it is 32 yuan, while the price of 4-inch crystal rod is 15 dollars. Now, for $17, the increase is higher. This is mainly because the price of the 4-inch sapphire substrate depends on the price of the ingot. Currently, the 4-inch ingot is mainly dependent on imports, and the price is greatly affected by the outsourcing.
Although each purchase price and quality are different, the price is slightly different, but overall, the sales director of a certain company in Nanjing believes that the price of sapphire material has indeed increased a lot compared with last year, among which, the price ratio of Changjing Last year, the overall increase was 30-50, and the price of flat film increased by about 10 compared with last year.
For the future market price trend of sapphire substrate sheets, Zhang Xiangxin said that the future price increase of 2 inches will not be much improved. On the contrary, 4 inches is affected by domestic technical bottlenecks, cost problems and relatively few manufacturers, and the production capacity will be very tight. Under the demand, prices will rise slightly. Song Lei also agreed with the 4-inch price increase. She said that the LED market has turned to large size in 2013, and the 4-inch substrate accounts for nearly half of the demand, and the price will increase slightly.
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