It is reported that Antai Technology (000969.SZ) has business cooperation with American sapphire material supplier GT Advanced (NASDAQ: GTAT) in the sapphire growth furnace body and its supporting materials. At present, LED semiconductor supporting refractory materials is almost full, LED The semiconductor supporting refractory material project is expected to be put into operation in June, and the production capacity in the second half of the year is expected to expand to four times the original capacity.
In the first half of this year, a group of sapphire factories jointly built by Apple and GT Advanced in Mesa, Arizona, revealed that Apple is actively expanding its sapphire production base. Industry insiders predict that the new GT plant will have a capacity of 6,000 tons per year. Apple. This also means that GT's demand for upstream sapphire has soared. Currently, Elmet is the supplier of GT.
Antai Technology's overall revenue of sapphire 去年 last year was about 60-70 million yuan. The original sapphire production capacity was about 500-600 tons. The LED semiconductor supporting refractory materials project invested at the end of 2010 has already completed civil works in the first half of the year and has entered the process equipment. During the installation and trial production phase, production is expected to begin in June and production capacity will be gradually released in the second half of the year. After the completion of the project, it is expected to achieve an annual output of 1,630 tons of high-performance tungsten and molybdenum materials for LED semiconductors.
Antai Technology said that the company's large-scale tungsten-molybdenum sintered products are mainly sold to LED equipment manufacturers for LED sapphire substrate growth and MOCVD equipment. Since the alloy thermal field has high barriers to entry and is a consumable item, the average service life is 3 years and the sales price is about 800,000 yuan/set. At present, the demand for the entire market is 3,000 sets/year, and it is increasing at a rate of 15% per year. The market potential is huge.
In the first half of this year, a group of sapphire factories jointly built by Apple and GT Advanced in Mesa, Arizona, revealed that Apple is actively expanding its sapphire production base. Industry insiders predict that the new GT plant will have a capacity of 6,000 tons per year. Apple. This also means that GT's demand for upstream sapphire has soared. Currently, Elmet is the supplier of GT.
Antai Technology's overall revenue of sapphire 去年 last year was about 60-70 million yuan. The original sapphire production capacity was about 500-600 tons. The LED semiconductor supporting refractory materials project invested at the end of 2010 has already completed civil works in the first half of the year and has entered the process equipment. During the installation and trial production phase, production is expected to begin in June and production capacity will be gradually released in the second half of the year. After the completion of the project, it is expected to achieve an annual output of 1,630 tons of high-performance tungsten and molybdenum materials for LED semiconductors.
Antai Technology said that the company's large-scale tungsten-molybdenum sintered products are mainly sold to LED equipment manufacturers for LED sapphire substrate growth and MOCVD equipment. Since the alloy thermal field has high barriers to entry and is a consumable item, the average service life is 3 years and the sales price is about 800,000 yuan/set. At present, the demand for the entire market is 3,000 sets/year, and it is increasing at a rate of 15% per year. The market potential is huge.
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Sichuan Liwang New Energy Technology Co. , https://www.liwangnewenergy.com