As one of the major customers, Xinjing Diamond has adjusted the product specifications in recent months, so the pulling of goods has slowed down, resulting in the impact of Xinjing Diamond's operation in the past two months. Overall, as of August, the market conditions of sapphire substrates are still stable. If the LED lighting market conditions are still supported in the future, the sapphire market condition Q4 is expected to remain intact.
Xinjing drilled a new Taiwanese revenue of 137 million yuan in July, a 14% monthly decline. The accumulated revenue for the first seven months totaled NT$910 million, a 49% annual decline.
Xinjing Diamond is still expanding production. It is estimated that by the end of the year, the monthly capacity of 2-inch sapphire substrate can reach 600,000 pieces, and the self-sufficiency rate of crystal growth is about one-third. As for high-brightness patterned sapphire PSS products, although The price of this product is relatively high, and the market demand is also hot. However, due to the relatively high cost and capital expenditure of the product line expansion, Xinjing Diamond first maintains the current production capacity and maintains a cooperative relationship with the foundry.
In terms of price, the price of a 2-inch sapphire substrate is about 8-9 dollars, the price of a long crystal is about 4 dollars/mm, and the price of a patterned sapphire can be as high as 18 dollars per piece. In the market segment, Xinjing Diamond has stepped up its layout in the mainland market, and is also cautious about the trading conditions in the business to prevent losses caused by the inability to collect money after shipment.
Xinjing drilled a new Taiwanese revenue of 137 million yuan in July, a 14% monthly decline. The accumulated revenue for the first seven months totaled NT$910 million, a 49% annual decline.
Xinjing Diamond is still expanding production. It is estimated that by the end of the year, the monthly capacity of 2-inch sapphire substrate can reach 600,000 pieces, and the self-sufficiency rate of crystal growth is about one-third. As for high-brightness patterned sapphire PSS products, although The price of this product is relatively high, and the market demand is also hot. However, due to the relatively high cost and capital expenditure of the product line expansion, Xinjing Diamond first maintains the current production capacity and maintains a cooperative relationship with the foundry.
In terms of price, the price of a 2-inch sapphire substrate is about 8-9 dollars, the price of a long crystal is about 4 dollars/mm, and the price of a patterned sapphire can be as high as 18 dollars per piece. In the market segment, Xinjing Diamond has stepped up its layout in the mainland market, and is also cautious about the trading conditions in the business to prevent losses caused by the inability to collect money after shipment.
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