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The production capacity of Namiki and Kyocera substrates in Japan is 15% of the world. Strong earthquakes occur in Japan and are subject to regional power-limiting status, which affects shipments. Therefore, the supply of sapphire substrates will continue to be tight in 2011, and the supply gap will be over 20%. The market will continue to be out of stock, with a gap of 19%.
Taiwan's substrate factory will benefit from strong earthquakes in Japan, thereby expanding its global market share. Zhaojing (4969), Zhaoyuan (4994), Jingmei (4990) and Hejingguang (5221) will continue to expand their production capacity to meet the market this year. demand. Zhaojing and Zhaoyuan will gradually increase the proportion of shipments of 4-inch substrates to increase the overall gross profit margin.
It is understood that the Japanese factory Namiki has come to Taiwan to seek OEM cooperation, and the contact with the sapphire substrate factory such as Zhaoyuan, Jingmei, Zhaojing, etc., so the Taiwan substrate factory will benefit this year. 
LED upstream sapphire substrate 2011 Q2 quoted
The price of LED sapphire substrate Q2 has been released one after another. The average price of 2-inch substrate has dropped to about 28.5 US dollars. It has not reached the 10% reduction that the chip factory has tried, and only fell within 5%. The price of 4 inch is better than 2 inches, and the price of Q2 is about Between 120 and 130 dollars.