On December 20th, Sanan Optoelectronics Securities Affairs Representative Li Xuehong told reporters that the percentage of 2 inch to 4 inch film completed this year was 30%, and it will strive for more than 70% next year.
Li Xuechao further stated that if the yield of the 2-inch film and the 4-inch film is the same, the cost of the 4-inch film is reduced by 20%-30% relative to the cost price of the 2-inch film.
"The company used to produce 2-inch film MOCVD machines, which are calculated in 2 inches. Now we are constantly increasing the proportion of 4-inch films. The 4-inch film is the trend." Li Xuecha added.
A brokerage researcher believes that the price of a 4-inch sheet sapphire substrate is four times that of a 2-inch sheet sapphire. In the future, if the price of a 4-inch sheet substrate drops, it will help the company reduce costs.
Recently, Shilan Micro Secretary-General Chen Yue also told reporters that the company is also increasing the proportion of 4-inch films. Since the 4-inch sapphire needs to be imported, the price is relatively expensive. At present, the domestic market is still 2 inches. the Lord.
Li Xuechao further stated that if the yield of the 2-inch film and the 4-inch film is the same, the cost of the 4-inch film is reduced by 20%-30% relative to the cost price of the 2-inch film.
"The company used to produce 2-inch film MOCVD machines, which are calculated in 2 inches. Now we are constantly increasing the proportion of 4-inch films. The 4-inch film is the trend." Li Xuecha added.
A brokerage researcher believes that the price of a 4-inch sheet sapphire substrate is four times that of a 2-inch sheet sapphire. In the future, if the price of a 4-inch sheet substrate drops, it will help the company reduce costs.
Recently, Shilan Micro Secretary-General Chen Yue also told reporters that the company is also increasing the proportion of 4-inch films. Since the 4-inch sapphire needs to be imported, the price is relatively expensive. At present, the domestic market is still 2 inches. the Lord.
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