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Taiwan's sapphire substrate plant, including Zhaoyuan, Zhaojing, Hejing, Yuefeng, and Zhongmeijing, have significantly expanded their production this year. Domestic manufacturers with solar wafer backgrounds are also actively switching to LED sapphire substrates. Including Continental Solar 矽 fabs LDK, GCL-Poly, Trina Solar, etc., South Korea's polycrystalline 矽 and solar 矽 fab OCI will also build sapphire crystal plant.
The industry pointed out that this year's upstream sapphire substrate plant has expanded significantly, capacity has doubled, and the high gross margin of sapphire substrates has passed. More and more sapphire substrate factories are willing to sign long-term contracts with LED epitaxial plants for fixed prices. Benefit from. 
Sapphire substrate price reduction LED Taiwan factory's May revenue generally rose
[High-tech LED News] benefited from the decline in the price of LED raw material sapphire substrate, LED production cost decreased, and the market demand gradually increased, making Taiwan LED epitaxial wafer plant including crystal electricity (2448), Yuyuan, New Century, Guang-Guang Waiting for May revenue and gross margin will generally rise.