As many LED factories in South Korea, Japan, China and Taiwan are expanding their LED production capacity significantly, it is expected that the demand for upstream materials will increase rapidly, and supply may be tight at that time. A number of raw material suppliers have also actively expanded their production capacity internationally.
In 2011, the number of newly added MOCVD epitaxy machines in the world, LEDinside is estimated to be similar to the 2010 level. In 2010, the estimated number is about 500. In 2011, the number may be more or less.
The sapphire substrate plant believes that the MOCVD machine has a large expansion, and the demand for upstream materials will grow at a high level in 2011, and it is a bullish for sapphire substrate manufacturers.
At present, the operators of LED sapphire crystal are Xinjing Diamond and Yuefeng, while the sapphire substrate factory includes Zhongmei Jing, Hejing, Zhaojing (Chi Mei to Investment), Zhaoyuan and so on.
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