[High-tech LED News] Taiwan Sapphire Substrate Factory Zhaoyuan Technology (4944) is scheduled to be listed on May 31, and has begun to apply for foreign purchase. The listing price is tentatively set at NT$66 and the subscription number is 850.
Zhaoyuan Technology said that the company will be downstream and vertically integrated from the upstream, and will implement patterned sapphire (PSS) from Changjing. In addition to the self-sufficiency rate of sprinting, the company will also introduce new customers and increase the proportion of PSS shipments in 2011. , pull high gross margin.
Zhao Yuan pointed out that the current capacity of 2 inch sapphire wafers is 350,000 pieces. After the new factory is relocated, it will grow to 400,000 pieces, and the end of the year will reach 600,000 pieces. The company has developed 3 products at the end of last year. Among the certifications, one has received a small order.
Zhaoyuan China's Shandong Changjing Factory Yuanhong was mass-produced last year at Q3. At present, there are 30 crystal growth furnaces, 20 actual operations, and 1-2 million mm in single-month test output, which will continue to improve yield and installation. In July, there will be a new wave of expansion. It is expected that the Yuanhong furnace will reach 50 units at the end of the year, and the self-sufficiency rate of the ingot will reach 3 in the long run.
Future Zhaoyuan's research and development direction will be on sapphire wafer growth, high-brightness and large-size LED substrates and niche substrates, including: ultra-thin lithium niobate wafers, lithium niobate and quartz single crystal substrates, etc., to enhance profit sources. .
Zhaoyuan Technology said that the company will be downstream and vertically integrated from the upstream, and will implement patterned sapphire (PSS) from Changjing. In addition to the self-sufficiency rate of sprinting, the company will also introduce new customers and increase the proportion of PSS shipments in 2011. , pull high gross margin.
Zhao Yuan pointed out that the current capacity of 2 inch sapphire wafers is 350,000 pieces. After the new factory is relocated, it will grow to 400,000 pieces, and the end of the year will reach 600,000 pieces. The company has developed 3 products at the end of last year. Among the certifications, one has received a small order.
Zhaoyuan China's Shandong Changjing Factory Yuanhong was mass-produced last year at Q3. At present, there are 30 crystal growth furnaces, 20 actual operations, and 1-2 million mm in single-month test output, which will continue to improve yield and installation. In July, there will be a new wave of expansion. It is expected that the Yuanhong furnace will reach 50 units at the end of the year, and the self-sufficiency rate of the ingot will reach 3 in the long run.
Future Zhaoyuan's research and development direction will be on sapphire wafer growth, high-brightness and large-size LED substrates and niche substrates, including: ultra-thin lithium niobate wafers, lithium niobate and quartz single crystal substrates, etc., to enhance profit sources. .
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