GLII released "2013-2015 LED sapphire substrate research report"

According to the statistics of the High-tech LED Industry Research Institute (GLII), the total output value of the Chinese sapphire industry in the first half of 2013 exceeded US$100 million, a year-on-year increase of 40%. Since the second quarter, the sapphire market price has rebounded, but the growth before June. The magnitude was not large. In June, prices began to rise rapidly. Among them, the price of crystal rods increased more obviously, and the whole second quarter increased by about 10%. In addition to strong demand for LED applications, demand for applications such as sapphire mobile phones has increased significantly. South Korea's STC, Russia's Monocrystal, and US Rubicon, most of the domestic sapphire manufacturers in the third quarter began to raise prices.

Driven by the surge in demand for LED downstream lighting, demand for sapphire substrates is growing rapidly, sapphire manufacturers are rapidly increasing, and some manufacturers are even in short supply, and many large sapphire companies are beginning to expand their production capacity. With the rising demand for sapphire in the Chinese market, China's domestic sapphire companies have developed rapidly, and the global sapphire competition pattern has changed. At the end of the second quarter of 2013, Harbin Institute of Technology successfully surpassed the Russian traditional strong factory Monocrystal and won the global sapphire industry; the US sapphire manufacturer Rubicon was the river, and the gross profit margin fell to -60.85% in the first half of 2013.

The High-Tech LED Industry Research Institute (GLII) has compiled a large number of first-hand materials based on a comprehensive survey of the world's major sapphire producers and LED sapphire epitaxial chip manufacturers, combined with face-to-face interviews with industry leaders. 2013 China LED Sapphire Industry Research Report.

This report has carried out detailed research and analysis on the development characteristics, competition situation, market scale, downstream demand scale, key enterprise operation, investment situation and future market development of the LED sapphire substrate market in the first half of 2013. The High-Tech LED Industry Research Institute (GLII) hopes to clarify the development pulse of the industry through practical and objective investigation and research, and explore the development law of the industry. It provides the most accurate and most valuable for decision-making layers, investment institutions and those who want to understand the sapphire industry. Reference value report.




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Contact: Mr. Zhang Tel: E-mail: hb.


Chapter 1: Analysis of the development status of China's sapphire industry 1.1 Analysis of development characteristics of sapphire industry 1.2 Analysis of competition situation of sapphire industry 1.2.1 Trend of quantity change of enterprises 1.2.2 Analysis of competition pattern of enterprises 1. Analysis of market share of crystal rods 2. Possession of substrate market rate analysis Chapter <br>: China LED sapphire market analysis 2.1 China 2.1.1 analysis of market size sapphire sapphire sapphire output value analysis 2.1.2 capacity analysis 2.2 China 2.2.1 sapphire sapphire market price analysis of manufacturing cost analysis 1, ingot 2 manufacturing cost analysis, cost analysis 2.2.2 sapphire substrate manufacturing market price analysis 1, 2 sapphire Ingot price movements, sapphire flat plate prices 3, sapphire PSS prices <br> Chapter 3: global development sapphire LED industry analysis 3.1 Global Sapphire Market Supply and Demand Analysis 3.1.1 Global Sapphire Production Scale Analysis 3.1.2 Global Sapphire Market Demand Analysis 3.1.3 Global Sapphire Supply and Demand Trend Analysis 3.1.4 Taiwan Sapphire Market Analysis 3.2 Global Sapphire Competition Analysis 3.2.1 Sapphire Enterprise Capacity Scale 3.2.2 Sapphire Enterprise Market Share 3.2.3 Sapphire Supply
3.3.2 South Korea STC
3.3.3 Russian Monocrystal
3.3.4 Taiwan Zhaoyuan Technology 3.3.5 Taiwan Yuefeng 3.3.6 Japan Kyocera Kyocera
3.3.7 Korea DK Aztek
3.3.8 South Korea Hansol Technics
Chapter 4: LED sapphire downstream demand market analysis 4.1 Sapphire epitaxial chip market development analysis 4.1.1 Epitaxial chip market characteristics analysis 4.1.2 Epitaxial chip market scale analysis 1, epitaxial chip sales scale change 2, epitaxial chip sales scale forecast 3, extension Chip enterprise sales ranking 4.2 sapphire epitaxial chip enterprise scale analysis 4.2.1 epitaxial chip enterprise scale change 4.2.2 enterprise MOCVD quantity change 4.3 epitaxial chip sapphire demand and trend analysis 4.3.1 epitaxial chip sapphire demand analysis 4.3.2 epitaxial chip pair Sapphire demand trend
Chapter 5: China LED Sapphire Business Analysis 5.1 Domestic Sapphire Enterprise Product Analysis 5.1.1 Sapphire Key Enterprise 5.1.2 Enterprise Product Composition Analysis 5.1.3 Sapphire Enterprise Comparison 5.2 Domestic Sapphire Key Enterprise Analysis 5.2.1 Yunnan Blue Crystal Technology Co., Ltd. Company 1, company profile 2, business situation 3, product composition 4, equipment situation 5, business advantages and disadvantages 5.2.2 Chongqing Silian Optoelectronics Technology Co., Ltd. 1, company profile 2, business situation 3, product composition 4, equipment situation 5, Advantages and disadvantages of operation 5.2.3 Qingdao Jiaxing Jingdian Technology Co., Ltd. 1. Introduction to the company 2. Operational situation 3. Product composition 4. Advantages and disadvantages of operation 5.2.4 Halgong Dabin Aurode Optoelectronic Technology Co., Ltd. 1. Enterprise Brief introduction 2. Operational situation 3. Product composition 4. Equipment situation 5. Advantages and disadvantages of operation 5.2.5 Guizhou Haotian Optoelectronics Technology Co., Ltd. 1. Company Profile 2. Operational Situation 3. Product Composition 4. Equipment Situation 5. Operation Advantages and Disadvantages 5.2 .6 Nanjing Jingjing Optoelectronics Technology Co., Ltd. 1. Introduction to the company 2. Operational situation 3. Product composition 4. Equipment situation 5. Advantages and disadvantages of operation 5.2.7 Jiangsu Jixing New Materials Co., Ltd. Brief introduction 2. Operational situation 3. Product composition 4. Equipment situation 5. Advantages and disadvantages of operation 5.2.8 Tiantong Holdings Co., Ltd. 1. Introduction to the company 2. Operational situation 3. Product composition 4. Equipment situation 5. Advantages and disadvantages of operation...... ....
Chapter 6: Sapphire Industry Development Prospects and Investment Suggestions 6.1 LED Sapphire Industry Development Prospect Analysis 6.1.1 Sapphire Industry Development Trend Analysis 6.1.2 Sapphire Substrate Production Value Forecast Analysis 6.1.3 Sapphire Market Demand Forecast Analysis 6.2 LED Sapphire Industry Investment and Suggestions 6.2.1 Current investment industry sapphire 1 Status LED industry investment (2) investment in the first half of 2013 2 Current investment industry 6.2.2 sapphire sapphire industry investment advice <br> Chapter 7: 7.1 Overview of related sapphire substrate sapphire lining Bottom related overview 7.1.1 Definition of sapphire 7.1.2 Performance of sapphire 7.1.3 Application of sapphire 7.1.4 Type of sapphire substrate 7.2 Development of industrial chain of LED industry 7.2.1 Analysis of LED industry chain 7.2.2 Output value of LED industry 7.2 .3LED market developments <br> Chapter 8: sapphire sapphire substrate process technologies 8.1 8.2 sapphire crystal sapphire crystal production technology and production technology 8.2.1 8.2.2 sapphire Dan Changjing technical comparative analysis of the sapphire substrate process 8.3 8.3 .1 Graphical (PSS) Process 8.3.2 Nanoimprint (NPSS) Process Chart 1: Number of domestically produced sapphire companies in 2010-2013
Chart 2: Market share of China's top ten sapphire crystal rod manufacturers in 2012 (unit: %)
Figure 3: Market share of China's top ten sapphire substrate manufacturers in the first half of 2013 (unit: %)
Figure 4: China's sapphire production value and forecast analysis for 2010-2013 (unit: 10,000 US dollars)
Figure 5: Analysis of manufacturing cost of sapphire crystals (unit: %)
Figure 6: Manufacturing cost of sapphire substrate (unit: %)
Chart 7: 2010-2013 Q2 2 inch sapphire crystal rod market price trend (unit: USD / mm)
Chart 8: 2010-2013Q2 2-inch sapphire flat substrate price trend (unit: USD / piece)
Figure 9: Changes in the output value of the global sapphire market in 2009-2013 (unit: billion US dollars)
Figure 10: Comparison of supply and demand of sapphire single crystal wafers before and after the introduction of LED manufacturers in Korea. Chart 11: Comparative analysis of revenues of Taiwan sapphire manufacturers in the first half of 2013 (unit: 100 million yuan)
Figure 12: Comparative analysis of monthly capacity of the world's top ten sapphire manufacturers in 2012 (unit: 10,000 mm)
Figure 13: Global market share of sapphire crystals in 2012 (unit: %)
Figure 14: Comparison of sapphire production techniques in major regions Figure 15: Comparison of production technologies for major sapphire suppliers Figure 16: 2009-2013 Q2 Rubicon operating income and gross margin changes (in millions of US dollars, %)
Figure 17: 2009-2012 STC equivalent 2 inch sapphire monthly capacity change (unit: 10,000 mm)
Figure 18: Planned investment in sapphire materials for LEDs in Korea in 2010-2018 (unit: 1 billion won)
Figure 19: Monthly change in Monocrystal sapphire crystal rods from 2009 to 2012 (unit: 10,000 mm)
Figure 20: Changes in Zhaoyuan Technology's revenue from January to August 2013 (Unit: NT$1,000)
Figure 21: Monthly change in Taiwan's Yuefeng sapphire crystal rods from 2009 to 2012 (unit: 10,000 mm)
Figure 22: Monthly production capacity change of Kyocera sapphire crystal rods in 2009-2011 (unit: 10,000 mm)
Figure 23: 2009-2012 Hansol Technics LED sapphire crystal growth furnace capacity change (unit: Taiwan)
Figure 24: Sales scale and forecast of China's LED epitaxial chip market in 2007-2014 (unit: 100 million yuan, %)
Figure 25: Comparative analysis of sales value of China's major LED chip companies in 2009-2012 (Unit: 100 million yuan)
Chart 26: China's major LED chip companies' epitaxial chip sales rankings in 2009-2012 (unit: 100 million yuan)
Figure 27: Changes in the number of LED chip companies in 1991-2012 (unit: unit)
Figure 28: Changes in the number of MOCVD machines in China from 2007 to 2013 (unit: Taiwan)
Figure 29: List of 20 companies with MOCVD or above (by investment entity) (Unit: Taiwan)
Figure 30: Domestic LED chip companies have a comparative analysis of MOCVD quantity in 2012. Chart 31: Effective demand for China's sapphire substrate market in 2010-2012 (unit: 10,000)
Figure 32: Sapphire material utilization (unit: mm, %)
Exhibit 33: List of Chinese Sapphire Enterprises (by City)
Figure 34: Main product classification of China's key sapphire enterprises Figure 35: Comparison of key sapphire enterprise equipment and operation in the first half of 2013 Figure 36: Global sapphire substrate production value scale and forecast analysis from 2009 to 2015 (unit: 10,000 USD)
Figure 37: Demand and Forecast of Chinese Sapphire Substrate in 2012-2015 (Unit: 10,000)
Chart 38: 2010H1-2013H1 China's LED industry new plan total investment changes (unit: 100 million yuan)
Figure 39: Distribution of LED industry investment areas in the first half of 2013 (unit: %)
Figure 40: Al2O3 Molecular Structure, Crystal Structure Top View and Side View Chart 41: Comparative Analysis of Different Material Substrate Performance Figure 42: Sapphire Crystal Fairing Application Chart 43: Sapphire Crystal Fighter Photoelectric Pod Application Figure 44: Sapphire in Other Application of functional device materials Figure 45: LED industry chain analysis chart 46: 2011-2012 China LED industry total output value changes (unit: 100 million yuan, %)
Figure 47: Major mergers and acquisitions in the LED industry in 2013 (unit: 10,000 yuan, 100 million yuan, 10,000 US dollars)
Figure 48: Process flow chart for sapphire substrates for LEDs Table 49: Growth technology development for large-size sapphire crystals Figure 50: Schematic diagram of the Kyropoulos method Figure 51: Schematic diagram of the Czochralski method Figure 52: Schematic diagram of the principle of Vertical Gradient Freeze Figure 53: Schematic diagram of the principle of Flame-Fusion Growth Method Figure 54: Schematic diagram of the Heat Exchanger Method Figure 55: Length of the float zone Schematic diagram of the Float Zone method Figure 56: Horizontal Bridgman method
Figure 57: Schematic diagram of the principle of Edge-defined Film-fed Growth (EFG) Figure 58: Schematic diagram of the principle of Non-capillary shaping method Figure 59: Comparison of main growth techniques and product quality of sapphire main crystal Analysis Chart 60: Comparative Analysis of the Advantages and Disadvantages of Main Growth Techniques of Sapphire Crystals Figure 61: Graphical Sapphire Substrate and Brightness Enhancement Principle

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