Cov lag luam tau txais txiaj ntsig los ntawm Kev Txhim Kho Ntawm LED Sapphire Qhov Muag-catching

Tsis ntev los no, LED chaw ntau pob teeb muaj feem xyuam nrog cov tuam txhab teev npe tau tshaj tawm thawj peb lub hlis twg cov txiaj ntsig kwv yees. Qhov twg sapphire lag luam, tshwj xeeb tshaj yog qhov muag-catching. Tau txais txiaj ntsig los ntawm kev txhim kho ntawm LED, sapphire kev lag luam kev ua haujlwm feem ntau nce siab, kev nce qib ntawm Kev Ua Haujlwm Zoo Tshaj Plaws txawm tias ncav cuag 1335.98%. backpfrontp nrog, LED chaw ntau pob teeb pom kev zoo sapphire substrate yog cov khoom siv zoo tshaj plaws. Nrog kev sib txuas lus, IOT thev naus laus zis thiab kev txhim kho kev txawj ntse, yog siv ntau thiab ntau dua hauv cov xov tooj ntawm tes, cov khoom siv hluav taws xob siv tau los tiv thaiv cov iav, uas ua kom zoo dua rau kev lag luam sapphire. Txij li thaum daim ntawv thov sapphire nce mus deb, thaum nyob rau ntawm lub zog stimulus siab zog LED dej nyab teeb pom kev lag luam txuas ntxiv mus, lub sapphire Midas kov acceleration. backpfrontp LED substrate thov nce tsis tu ncua backpfrontp sapphire ntawm no, hais txog qhov sib ntxiv ntawm lwm cov xim liab lub pov haum pob zeb hu ua dag corundum, lub ntsiab tivthaiv yog alumina. Nws yog nrog siab hardness, hnav tsis kam, corrosion kuj, kub thiab lwm yam zoo heev mechanical thiab thermal zog, ua zoo tagnrho substrate khoom, yog dav siv nyob rau hauv lub photovoltaic caij. Raws li Fabkis cov ntaub ntawv txheeb xyuas backpfrontp Yole, sapphire substrate cov ntaub ntawv thov accounting txog li 75%, tsis yog daim ntawv thov ntawm cov khoom siv substrate accounting txog li 25%. Nyob rau hauv cov khoom siv substrate yog tsuas yog semiconductor teeb pom kev zoo SOS substrate khoom thiab lwm yam khoom, suav nrog LED substrate khoom accounting txog li 95%. backpfrontp raws li LED tennis lub tsev hais plaub teeb upstream nti kev lag luam, lub sapphire substrate lag luam nyob ntawm qhov kev thov rau LED epitaxial wafers. Nyob rau hauv lwm yam lus, yog hais tias cov kev xav tau ntawm multi-chip substrate lag luam zoo li; thaum lub lag luam chip downturn, lub substrate yuav ntau shrinking thov. backpfrontp tsav los ntawm LED txoj kev teeb pom kev lag luam, txhawm rau kom muaj kev nyab xeeb ntawm kev lag luam thiab yuav tsum teeb pom kev lag luam xav tau, 2014 cov chips loj loj wafer tsim muaj peev xwm nthuav dav sai, Huacan, Saman, Tongfang thiab lwm yam hauv tsev LED nti manufacturers tau nrawm qhov nthuav dav thiab nce kev siv peev xwm. , mus txeeb lub lag luam, ntxiv dag zog rau sapphire substrate yuav tsum tau. backpfrontp nrog peb txoj kev nyab xeeb optoelectronics, piv txwv li, hauv 2014 ob-nti sapphire substrate lub hli xav tau txog 420,000, nyob rau theem no tseem muaj cov phiaj xwm nthuav dav, xav tias tom qab 2015 yog tias 100 units ua tiav thawj zaug, muaj peev xwm txhua hli nce mus txog 65 kaum txhiab. . backpfrontp Txawm li cas los xij, qhov no tsuas yog qhov pib. Tam sim no, LED gym teeb pom kev zoo tau nkag mus rau lub sijhawm kub ntawm txoj kev loj hlob rau peb lub xyoos, kev thov mus rau theem ntawm kev loj hlob sai, kev lag luam yuav txuas ntxiv mus rau kev loj hlob sai. Raws li HISResearch kwv yees, 2015 tag nrho LED nti kev lag luam yuav ncav cuag $ 12.6 billion, ntxiv rau kev loj hlob sai ntawm kev lag luam xav tau rau LED sapphire. backpfrontp muaj zog thov nyob rau hauv lub teeb pom kev lag luam stimulation, sapphire kev ua lag luam ib zaug dua qhia lub lag luam boom, tshwj xeeb tshaj yog nyob rau hauv lub ingot nqi txuas ntxiv optimistic: 2-nti sapphire siv lead ua qws nqi nyob twj ywm ntawm $ 5 / mm, thaum lub siab tshaj plaws tus nqi ntawm 2-nti substrate nqi nce mus txog $ 8, me ntsis nce dhau los ntawm plaub-nti sapphire substrate yog ob ntiv tes tiaj tus nqi tsib lossis rau lub sijhawm. backpfrontp theem, sapphire suav txog li 10% ntawm tus nqi ntawm kev faib ua feem. Nrog plaub nti saum toj no RGB LED dej nyab teeb hloov pauv hloov tau sai, sapphire qhov loj me me ntawm kev hloov pauv ntawm daim ntawv thov ntawm 2 ntiv mus rau 4 ntiv tes lossis 6 ntiv tes. Thaum qhov loj me ntawm cov khoom siv tuaj yeem txo qis cov khoom siv poob, 6 nti Wafer ntau lawm ntawm cov chips yog 10-12 npaug ntawm ob ntiv tes puag ncig, tab sis thaj tsam geometric tau nce los ntawm 9 zaug, tsuas yog ob ntiv tes round crystals, zoo dua tuaj yeem txo cov nqi tsim khoom. los nthuav cov khoom Qhov ntau ntawm kev siv. backpfrontp Raws li YoleDevelopment forecasts, nyob rau hauv 2015, ntau tshaj 4-nti sapphire wafer thov yuav ncav cuag 82% kev ua lag luam feem ntawm tag nrho cov kev lag luam. Yog li ntawd, lub tuam txhab muaj peev xwm ntau lawm ntawm loj-loj sapphire los yog ua ntej layout ntawm loj-loj cheeb tsam ntawm lub tuam txhab yuav tau txais txiaj ntsig. backpfrontp Nrog LED nti mus rau 4 nti substrates nrawm qhov kev hloov pauv, lub sijhawm tom ntej, plaub nti substrate bullish teeb meem yuav nyob ruaj khov, tab sis ob nti ntawm lub substrate yuav ua rau cov nqi maj mam poob. Hauv qhov no, Tus Thawj Coj Kev Lag Luam Tiantonggufen Guoyue Bo tau hais tias: yav tom ntej cov txiaj ntsig ntawm sapphire substrate 4 ntiv tes ntawm cov peev txheej yuav raug txhim kho ntxiv. Hnub dhau LED sapphire substrate cov khoom lag luam yuav raug tsom rau ntawm 4,6 nti loj-loj substrate. backpfrontp cov neeg siv khoom siv hluav taws xob los ua lag luam Blue Ocean backpfrontp kuj paub tab lag luam ntawm LED qhov teeb ci substrate, thib ob tsuas yog pob zeb diamond hauv hardness ntawm sapphire, raws li cov khoom pib dav siv los tiv thaiv cov xov tooj ntawm tes thiab lwm yam khoom siv hluav taws xob. backpfrontp Kua iPhone5 imported los ntawm sapphire lens npog los ua, yuav iPhone5S rau lub tsev tseem ceeb, thiab ces tau siv raws li ib tug zoo xyoo iWatch qhov rais khoom. Lub hom phiaj tom ntej no yuav xav txog APPLE lossis sapphire cov khoom hauv ntau cov khoom sib txawv. Lub caij no, Huawei, VIVO, cola thiab lwm cov tuam txhab loj hauv Suav teb kuj tseem xav txog kev siv sapphire xov tooj npog. backpfrontp ntau tus brokerage tseeb tias, txhawm rau tiv thaiv lub iav npo, lub koob yees duab xov tooj ntawm tes raws li tus neeg sawv cev ntawm cov neeg siv khoom siv hluav taws xob sapphire yuav qhib kev loj hlob tshiab. Yog hais tias nyob rau hauv 2016 lub ntiaj teb no ntse xov tooj los ntawm 1.658 billion xam, daim ntawv thov nkag tus nqi ntawm cov xov tooj ntawm tes sapphire lens 80%, Lub tsev tseem ceeb daim ntawv thov nkag tus nqi ntawm 25 feem pua ​​sapphire, sapphire mobile screen daim ntawv thov 15% nkag mus rau tus nqi, daim ntawv thov tshiab chaw lag luam nyob ze Sapphire $ 5 billion, yuav ntau tshaj tsib npaug ntawm LED arena teeb substrate khoom. backpfrontp raws li npog rau cog txiv apple tsoos xiav Synopsys thiab Byrne kho qhov muag khoom sapphire cov khoom lag luam, Aorui thov tias tus naj npawb tiag tiag ntawm kev txiav txim tsuas yog iWatch, lub tuam txhab hauv 2015 kos npe ob ntiv tes ntawm ingot tau mus txog 30 lab mm, kwv yees 2016 txog 2018 muag kev loj hlob yog 100%, 33%, 19%. qab