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    Rubicon Technologies - LED-Zulieferer - 500 Beiträge pro Seite

    eröffnet am 20.01.11 23:34:24 von
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      Avatar
      schrieb am 20.01.11 23:34:24
      Beitrag Nr. 1 ()
      OVERVIEW

      We are an advanced electronic materials provider that develops, manufactures and sells monocrystalline sapphire and other innovative crystalline products for
      Light-Emitting Diodes ("LEDs"), radio frequency integrated circuits ("RFICs"), blue laser diodes, optoelectronics and other optical applications. The
      emergence of sapphire in commercial volumes at competitive prices has enabled the development of new technologies such as high brightness ("HB") white,
      blue and green LEDs and highly-integrated RFICs. We apply our proprietary crystal growth technology to produce high-quality sapphire products efficiently
      to supply our end-markets, and we work closely with our customers to meet their quality and delivery needs.

      We are a vertically-integrated manufacturer of high-quality sapphire substrates and optical windows that are used in a variety of high-growth, high-volume
      end-market applications. Our largest product line is two inch to six inch sapphire cores and wafers for use in LEDs and blue laser diodes for solid state
      lighting and electronic applications. For the LED market we sell two inch to four inch material primarily in core form and six and eight inch material
      primarily in polished wafer form. Eight inch wafers are sold primarily for research and development efforts at this time. In addition, we sell six inch sapphire
      wafers that are used for Silicon-on-Sapphire ("SOS") RFICs, as well as products for military, aerospace, sensor and other applications. We have also extended
      our technology, which gives us the ability to produce cores and wafers of up to twelve inches in diameter to support next-generation LED and SOS RFIC
      production. We have also developed the ability to produce large diameter circular and rectangular sapphire windows for use in various optical window
      applications.

      Our revenue consists of sales of sapphire materials sold in core, as-cut, as-ground and polished wafer forms in two, three, four, six and eight inch diameters as
      well as optical materials sold as blanks or polished windows. In 2010, our sales have been focused on core and large diameter polished wafers where our
      profit margins are higher. Products are made to varying specifications, such as crystal planar orientations and thicknesses.

      Historically, a significant portion of our revenue has been derived from sales to relatively few customers. For the three months ended September 30, 2010, we
      had four customers that accounted for approximately 17%, 16%, 15% and 11% of our revenue and for the three months ended September 30, 2009, we had
      two customers that accounted for approximately 28% and 24% of our revenue. For the nine months ended September 30, 2010, we had four customers that
      accounted for approximately 19%, 14%, 12% and 10% of our revenue and for the nine months ended September 30, 2009, we had four customers that
      accounted for approximately 23%, 20%, 13% and 11% of our revenue. Other than as discussed above, none of our customers accounted for more than 10% of
      our revenue for such periods. Although we are continuing to diversify and expand our customer base, we expect our revenue to continue to be concentrated
      among a small number of customers. We expect that our significant customers may change from period to period.
      Avatar
      schrieb am 02.02.11 17:44:03
      Beitrag Nr. 2 ()
      Habe mir mal ein paar zugelegt...
      Avatar
      schrieb am 16.02.11 08:12:52
      Beitrag Nr. 3 ()
      Heute kommen die Zahlen man darf gespannt sein Gruß Tobi
      Avatar
      schrieb am 17.02.11 08:36:25
      Beitrag Nr. 4 ()
      Rubicon nachbörslich 20% im Plus :D


      REFILE-UPDATE 1-Rubicon Q4 tops est; sees strong Q1 on robust demand

      Feb 16 (Reuters) - Rubicon Technology Inc's quarterly results trumped market estimates and the electronic materials provider forecast a robust first quarter helped by increasing demand from LED chip manufacturers, sending its shares up 14 percent in extended trade.
      "We expect continued strong demand resulting in (first quarter) revenue growing approximately 20 percent sequentially to between $34-$36 million," Chief Financial Officer William Weissman said in a statement. Rubicon forecast first-quarter after-tax earnings of 62-65 cents share.
      Analysts on average were looking for earnings of 52 cents a share, excluding items, on sales of $31.3 million, according to Thomson Reuters I/B/E/S.
      Taiwanese LED maker SemiLEDs Corp , a Rubicon rival, in January spooked investors by warning that pricing pressure would hurt its second-quarter earnings.
      For the October-December quarter, Rubicon, whose rivals include Cree Inc and Veeco Instruments Inc , earned 15.4 million, or 64 cents a share, compared with a loss of $755,000, or 4 cents a share, last year.
      Revenue more than trebled to $29.5 million. Sales volumes benefited from additional capacity at two new manufacturing facilities.
      Analysts were looking for earnings of 50 cents a share, on sales of $26.8 million.
      Franklin Park, Illinois-based Rubicon's shares, which have shed 21 percent in the last six months, were up $2.90 at $24.01 in extended trade. They closed at $21.11 on Wednesday on Nasdaq. (Reporting by Saqib Iqbal Ahmed in Bangalore; Editing by Maju Samuel)
      Avatar
      schrieb am 07.03.11 18:19:15
      Beitrag Nr. 5 ()
      MICHAEL KANELLOS: MARCH 7, 2011
      Why China May Not Take Over LED Lighting Just Yet
      It’s all about the epitaxial talent, says Osram Opto CEO Aldo Kamper. Also: supply forecasts and the dawn of six-inch wafers.


      China became the dominant player in solar modules in a few short years because of standardized manufacturing recipes, a diverse supply chain and high demand.

      Now, several Chinese companies have begun to crank out solid state lights. Still, history may not repeat itself in exactly the same way, says Aldo Kamper, CEO of Osram Opto Semiconductors, the chip and LED division of the multibillion-dollar Osram empire, in an interview with Greentech Media.

      Part of reason is epi, or the epitaxial growth of films. LEDs are built from precise layers on a sapphire substrate.

      “It’s somewhat of an art. You can’t make decent stuff without epitaxial active layers,” he said. “Every machine has its own identity. You need R&D."

      “There is still a technology gap and a large quality gap,” Kamper added. “It is not so easy to catch up.”

      The technology gap, in fact, has already emerged on a few occasions, he said. Kamper says he has heard of some cities and agencies in China swapping out Chinese-made streetlights for lights from more established manufacturers because of technical issues.

      Some Chinese fixture vendors, in fact, have begun to advertise that their lamps employ LEDs from Osram and other vendors as a selling point. “For them, that is the badge of quality that they can go to their local government with,” he said.

      How the LED story plays out in China is perhaps the most crucial question facing the solid state lighting industry. The solar industry didn’t expect to be colonized quickly, but factory equipment makers and suppliers helped eliminate a lot of the mystery in the industry. China’s remarkable pipeline of grad students and scientific talent, a crucial ingredient in its rise in solar, will likely come in handy in lighting, too.

      Other things on Kamper’s mind:

      --Supply is rising. “Last year and the year before, there were some shortages, but that is easing up,” he said. “With the aggressive nature of the investments that we and others are taking I would not see a shortage of supply.”

      Osram is doubling capacity in Malaysia right now.

      --The consumer market will likely take off quicker than the commercial market. Several manufacturers are coming out with lower-priced 60- and 40- watt equivalent bulbs and many governments -- U.S., EU, Australia -- have passed regulations to encourage adoption. By contrast, inserting LEDs into commercial buildings requires some degree of retrofitting or new construction.

      ”Over the long term, that [commercial space] will be the main marketplace,” he said.

      General lighting, though, still constitutes a small part of the total pie. LCD TVs and monitors are now probably the largest markets, recently edging past mobile.

      --One of the big fears could be poor word-of-mouth reviews in the consumer market. LED bulbs from legitimate manufacturers cost $20 or $30 or more. Consumers, naturally, will often gravitate toward cheaper bulbs. If they don’t emit enough light, or emit a poor quality of light, it could become a black mark for the entire industry.

      The price tag quandary might be less of an issue in the commercial market. Commercial buildings have facilities managers that will look at ROI, maintenance issues and other factors.

      “In the professional market, lighting becomes an asset. You invest money and get a reduced energy bill,” he said. “It used to not be of much interest.”

      --On the technological front, one of the big shifts will revolve around moving from producing LEDs on four-inch-diameter wafers, the current standard, to popping them out on six-inch wafers. A wafer would sport 2.25 times the surface area for making chips (think of the formula 'pi r squared'), which has the practical effect of doubling factory capacity.

      Osram led the shift from two-inch to four-inch wafers approximately six years ago.

      --Long-term, the company (among others such as Bridgelux) is looking at the prospect of swapping out sapphire for cheaper silicon. Silicon is not a very good light emitter. However, if silicon-based LEDs can become possible, the industry could shift to eight or 12 inch wafers, the standard now in semiconductors.

      “It is hard to imagine that sapphire gets that big,” he said.

      --Osram will concentrate on improving the efficiency of its phosphors and the overall output of light. Europeans and North Americans prefer warm white light while Asian consumers prefer cool white. (Warm white is more yellow while cool has a blue hint.)


      Unfortunately, cool white bulbs emit about 30 percent more light than warm ones. Current cool whites emit around 140 to 160 lumens per watt. Theoretically, the maximum for cool whites is around 240 to 260 lumens per watt while warm whites might top out at 200 to 220 lumens per watt.

      “Cooler white is more efficient. It has to do with the physics of the phosphor itself,” he said. “It will never be zero, but we will try to narrow the gap.”

      Side note: Intematix has come up with a line of easy-to-adapt phosphors that could reduce stocking and inventory costs.

      --Another area of innovation: heat sinks. LED light does not emit heat, but the LED chip itself does. Generally, manufacturers dissipate the warmth with fins and heat sinks.

      “But metal is expensive nowadays,” he said. Boosting lumens per watt will help, but other solutions are in the works.
      1 Antwort

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      schrieb am 07.03.11 18:27:14
      Beitrag Nr. 6 ()
      Antwort auf Beitrag Nr.: 41.160.095 von R-BgO am 07.03.11 18:19:15trotzdem nachgelegt...
      Avatar
      schrieb am 10.03.11 13:05:03
      Beitrag Nr. 7 ()
      MICHAEL KANELLOS: MARCH 8, 2011
      Bridgelux Says Silicon LEDs Coming: A Huge Step for Lighting
      The impossible may be on the way.


      Bridgelux says it will bring a lighting technology to market in two to three years that seemed outlandish only a short time ago.

      If the company succeeds, this move could drastically drop the price of LED bulbs.

      The breakthrough technology is a functional gallium nitride LED that emits 135 lumens per watt. The lights are 'grown' on inexpensive silicon wafers instead of more exotic materials. These GaN-on-silicon chips are lab samples and Bridgelux will have to fine-tune production processes, but Bridgelux CEO Bill Watkins says that the company could move into production in two to three years.

      These silicon LEDs could cost 5 cents or less per unit, compared to 35 cents to 45 cents for a conventional chip, and could cut the price of LED bulbs by $7.50 or more.

      "We are going to take the LED die down to pennies," he said. "There is no fundamental reason why it can't be done."

      The breakthrough comes amid a push by Tea Party Republicans to repeal a law -- passed by George Bush -- that promotes LED bulbs and phases out inefficient incandescents. Today, Bridgelux makes its LEDs in the U.S., but the company has been actively recruited by foreign governments to set up overseas facilities. Europe, China and other nations have stronger lighting efficiency standards.

      LEDs are essentially finely tuned crystals of gallium nitride grown on top of wafers made of sapphire or silicon carbide. The epitaxial process of growing the gallium nitride is complex and the wafers aren't cheap. Most LED producers currently grow their LEDs on wafers measuring only two to four inches. Bridgelux, in fact, grows its LEDs on two-inch wafers. Large LED makers like Osram are only now in the midst of shifting to six-inch wafers. Sapphire wafers measuring eight inches across may never occur, Osram Opto CEO Aldo Kamper told us earlier this month.

      “It is hard to imagine that sapphire gets that big,” Kamper said.

      Larger wafers, however, mean lower costs, because a manufacturer can make more chips simultaneously. Some researchers also believe that LEDs may only be capable of emitting 225 lumens per watt. Limits on wafer size and lumens per watt effectively put a ceiling -- one that is only a few years out -- on the ability of solid-state lighting manufacturers to cut costs.

      Silicon wafers are far cheaper than sapphire or silicon carbide. More importantly, there are literally thousands of fabrication facilities around the world that can produce eight-inch silicon wafers and that are currently running at half speed or producing fairly low-end components, according to Watkins. The semi industry already graduated to larger 12-inch wafers. Bridgelux's, in fact, were made in an old silicon fab in the Valley.

      "This is the holy grail. This is why all of the big semi guys like Samsung, LG and Toshiba are looking at LEDs," he said. "The problem for the semi guys is that they don't know how to do it yet."

      Is it easy? No -- which makes actually pulling this off a big 'if.' Growing the layers on silicon is challenging. Another problem: silicon and gallium nitride heat up and cool off at different rates, and extreme temperatures are required in the growing process. This often results in cracking. Bridgelux has inserted thin films between the gallium nitride and silicon to buffer this.

      Watkins said he began to accelerate the silicon process when he became CEO a little over a year ago, but that the work has progressed faster than expected. (He told Greentech Media in December that the company was working on silicon LEDs.)

      Others are working on the same goal. Osram has a silicon effort underway, and so do all of the major chip vendors. Bridgelux's goal is to beat them and then partner with a large semiconductor maker for mass manufacturing and commercialization.

      "God made rules about the quantum effect and he said you cannot get above 225 lumens per watt," he joked. "But he didn't say anything about silicon. God said, 'It's OK, guys, but you're going to have to work hard.'"
      Avatar
      schrieb am 12.04.11 12:31:01
      Beitrag Nr. 8 ()
      Sapphire ingot prices tend to drop in 2Q11 due to potential oversupply


      Olivia Hu, Taipei; Steve Shen, DIGITIMES [Tuesday 12 April 2011]

      Despite a take-off of the LED industry, pressure is mounting on suppliers of sapphire ingots for lower quotes in the second quarter 2011 as recent capacity ramps by makers, Korea-based vendors in particular, are likely to result in an oversupply of the ingots, according to industry sources.

      The world's top-seven sapphire ingot makers, including Rubicon Technology, Monocrystal, Sapphire Technology Company (STC), AsTEK, Hansol LCD and LG Siltron, will expand their production capacities by nearly 90% in 2011, according to Digitimes Research.

      Taiwan-based USI Optronics, a sapphire ingot subsidiary of Acme Electronics, revealed that its capacity has been fully booked at present but declined to comment on price trend.

      USI Optronics currently has a production capacity of 220,000-230,000mm sapphire ingots a month with new capacity to come online starting the second quarter, said the company, indicating that its total capacity will reach 450,000-500,000mm by the end of this year.

      The company's monthly revenues are expected to swing upward in line with its increased capacity from the second quarter, up from the current range of NT$190-200 million (US$6.56-6.9 million), according to an estimate of industry sources.
      Avatar
      schrieb am 20.04.11 08:30:23
      Beitrag Nr. 9 ()
      aus dem Cree-CC:

      Jonathan Dorsheimer - Canaccord Genuity
      Thanks for squeezing me in here, Chuck. I guess just two questions. First, on the technology. I know you've been pretty agnostic in terms of silicon carbide versus sapphire, and we saw that you recently signed a cross license with OSRAM. Just curious, the 150-millimeter transitioned, is that going to be on silicon carbide or will it grown at beyond a sapphire-based product?

      Charles Swoboda
      Jed, we did development on both, and we're going to start with silicon carbide for now. We've had better results both in terms of yields and overall brightness on that platform. And I think it's probably a function of the fact that although we do R&D on both, we clearly, our experience base is higher there. So it makes more sense. We also, I think, it gives us some advantages to tune some things because we control the substrate, frankly make that transition a little easier.
      Avatar
      schrieb am 26.04.11 14:41:15
      Beitrag Nr. 10 ()
      noch mehr Wettbewerb (implizites KGV von gut 10):


      Sapphire ingot maker Alpha Crystal listed at NT$70 per share

      Olivia Hu, Taipei; Adam Hwang, DIGITIMES [Tuesday 26 April 2011]

      Alpha Crystal Technology, a Taiwan-based producer of sapphire ingots, on April 25 began listing on the local emerging stock bourse at NT$70 per share, according to the company. Alpha Crystal recorded gross margin of 63.5% and net earnings per share (EPS) of NT$1.65 for first-quarter 2011.
      Avatar
      schrieb am 09.05.11 12:35:07
      Beitrag Nr. 11 ()
      Falling price for sapphire substrates may trim gross margin in 2Q11, says Rubicon

      Olivia Hu, Taipei; Jackie Chang, DIGITIMES [Monday 9 May 2011]

      US-based sapphire substrate firm, Rubicon Technology, has announced financial performance for first-quarter 2011. Compared with the previous quarter, revenues increased to US$37.97 million with diluted earnings per share (EPS) of US$0.80 and an astonishing gross margin of 63%. Forecasting the performance for the second quarter, Rubicon said revenues will likely increase but gross margin might contract due to the falling prices for sapphire substrates.

      Taiwan-based sapphire substrate makers also predict the prices to fall in second quarter, but revenues will continue to show an upward trend, according to industry sources in Taiwan. USI Optronics (USIO), a Taiwan-based sapphire ingot producer, stated their prices have been less solid than previous quarters due to low penetration of LED TV, but USIO currently has clear order visibility, and will run at full capacity until end of June 2011.

      Wafer Works, a Taiwan-based wafer firm which also produces sapphire substrates, announced April revenues of NT$71 million, a slight 5.3% decrease from March revenues. Capacity expansion has been planned to meet anticipated growing demand at the downstream end, said Wafer Works.
      1 Antwort
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      schrieb am 24.06.11 13:50:45
      Beitrag Nr. 12 ()
      Antwort auf Beitrag Nr.: 41.472.463 von R-BgO am 09.05.11 12:35:07Sapphire ingot prices to fall to US$14-15/mm in 3Q11


      Olivia Hu, Taipei; Steve Shen, DIGITIMES [Friday 24 June 2011]

      Prices for sapphire ingots, a material for making LED chips, have declined more than 20% to less than US$20/mm in the second quarter of 2011, according to industry sources. Prices are set to continue falling to US$14-15/mm in the third quarter due to weak market demand.

      The falling sapphire ingot prices have affected the profitability of ingot makers, which are expected to see their gross margin drop to 35-40% on average in the third quarter compared to 60% for the entire year of 2010, the sources estimated.

      Sales performance of sapphire ingot maker USI Optronics, a subsidiary of Acme Electronics, clearly indicates the declining market trend. USI Optronics posted revenues of NT$190 million (US$6.58 million) in March and then saw its revenues dip to NT$146 million in April and to NT$80 million in May.
      Avatar
      schrieb am 27.06.11 19:47:40
      Beitrag Nr. 13 ()
      Digitimes Insight: LED capacity growth to exceed 20% in 3Q11, sapphire substrate price to drop to US$20


      Jessie Lin, DIGITIMES Research, Taipei [Monday 27 June 2011]

      Many LED firms showcased the latest products and technologies at Photonics Festival in Taiwan 2011 from June 14-16. Here are some observations of the development of the LED market.

      The brightness of LED lighting will increase 15-20% every year, and therefore LED firms are likely to increase brightness quality to 300lm/US$ in 2011, exceeding the standard set by the US Department of Energy. LED chips will decrease in size as brightness increases. The area of the LED chips used in lighting is relatively bigger than the chips used in backlight modules, and the industry expects the area to decrease by 20%.

      The LED industry has been anticipating revenues to peak in July-August as capacity utilization has been increasing in the second quarter. In particular, the growth in lighting has been outpacing the growth of backlight modules, due to firms' wish to increase revenues from lighting to make up for the shrinking sales in LED TV applications.

      The price drop of LED products in the third quarter will be narrower compared to the second quarter and the drop is anticipated at around 5-10%. In particular, the price of high-end LED products has been relatively steady. The price fall of low-end and mid-range LED chips will likely be larger since China-based Sanan Optoelectronics plans to sell these products in Taiwan in the second half of 2011.

      Although Taiwan-based makers will likely face pressure of price drop from China-based counterparts, the price of 2-inch sapphire substrates will show significant decrease in third quarter. The price will likely drop below US$20 as South Korea-based STC increases capacity. Other first-tier manufacturers will continue to quote above US$20.

      Overall, the price of sapphire substrates was close to US$30 in the beginning of 2011. If the price drops to US$20, the effect on the gross margin for LED firms will be positive.
      Avatar
      schrieb am 20.07.11 13:24:45
      Beitrag Nr. 14 ()
      Sapphire ingots, substrates face large price drops


      Siu Han, Taipei; Jackie Chang, DIGITIMES [Wednesday 20 July 2011]

      Supply shortages caused the price of sapphire ingots and substrates to increase rapidly in 2010 resulting in high gross margins and revenues for related firms. However, the tide has been turning in 2011 as prices have dropped at an amazing rate due to lack of demand for LED products.

      Alpha Xtal, a Taiwan-based sapphire crystal growing firm, announced recently a merger with sapphire substrate maker Tera Xtal. The integration combined the upstream sapphire crystal growing business with downstream substrate production into one with Tera Xtal as the surviving company.

      The price of sapphire ingots was once US$25/1mm at the end of 2010 pushing the price of substrates to US$30-35/unit. The market estimated the price drop to be 5-10% on quarter and 30% on year in 2011 when the price of sapphire ingots remained high in first quarter.

      As the supply of sapphire ingots started to increase, the price began to lose rigidity and reached US$20/1mm in the second quarter amid weakening demand.

      Industry sources pointed out international sapphire ingot suppliers have been leading the price drops and coupled with the low demand, prices have dropped 50% recently.

      The merger of Tera Xtal and Alpha Xtal has some risks. In 2010, 90% of the capacity of Alpha Xtal was to supply materials to Tera Xtal when the market was short of sapphire ingots. If the merger had occurred then, it would have been beneficial as Tera Xtal would have had no concerns over lack of supply. However, the market is now uncertain and the price of sapphire ingots has been falling, the risk of recognizing impairment losses has increased and will likely harm the gross margin.

      The capacity of Alpha Xtal is about 100,000mm and is expected to increase to one million mm when installation of 150 units of equipment completes in the first quarter of 2012 to become the largest sapphire crystal growing firm in Asia. The merger means that Tera Xtal may have to expand its capacity to absorb the large quantity of sapphire ingots. The capacity expansion might cause oversupply concerns in the market.

      Nevertheless, vertical integration of the sapphire industry seems inevitable. The entry barriers to growing crystals have been high, hence the market has been dominated by international firms such as US-based Rubicon, Russia-based MonoCrystal and South Korea-based Sapphire Technology Company (STC). Sapphire substrate makers have been caught between LED epitaxy customers demanding lower price and international sapphire ingot supplier with rigid quotations.

      Taiwan-based sapphire substrate makers have been trying to increase the self-sufficient rate of sapphire ingots this year.
      Avatar
      schrieb am 23.07.11 15:09:25
      Beitrag Nr. 15 ()
      das ist echt ne tolle firma!
      Avatar
      schrieb am 05.08.11 14:12:38
      Beitrag Nr. 16 ()
      aus dem 8k von gestern:

      Commenting on tax accruals, William Weissman, Rubicon's Chief Financial Officer said, "During the quarter, based on a number of considerations, including
      our strong earnings performance, we determined that it was appropriate to reverse our tax valuation allowance and begin accruing for federal income tax.
      Previously, we had indicated that our effective tax rate for the second through fourth quarters of this year would be approximately 40 percent, to be applied to
      earnings for the remainder of the year. Upon further consultation with our advisors, we have instead recorded a one-time adjustment that increased the tax
      expense in the second quarter but lowers the effective tax rate to be applied to earnings in the second half of this year to approximately 34 percent. Our
      projected effective tax rate for 2012 remains at 30 to 35 percent."


      Third Quarter 2011 Guidance
      Commenting on the outlook for the third quarter of 2011, Mr. Parvez said, "As larger diameter substrates offer chip manufacturers the potential to realize
      significant savings through both the increased usable area of the wafer and the efficiencies gained in the manufacturing processes, we are forecasting
      continued strong demand for our six inch polished wafers in the third quarter as our customers continue to ramp their six inch production capacity."
      "Prolonged weakness in the LED backlighting market is now having an impact on demand for two through four inch diameter cores," Mr. Parvez added. "We
      have limited visibility at the moment for new core sales and, given our polishing customers have ample core inventory at the moment, current pricing for two
      through four inch diameter cores is down as much as 60 percent sequentially. While we believe this situation will improve by the end of the quarter, it will
      have an impact on our third quarter results."
      Mr Parvez continued, "We are projecting third quarter revenue to be between $28 million and $34 million with diluted earnings per share of between $0.23
      and $0.30 based on an effective tax rate of 34 percent and a diluted share count of 24 million shares. Additionally, due to our favorable product mix and our
      industry leading low cost structure, we expect our gross margin to be in the 40 to 45 percent range, despite the previously referenced decline in two through
      four inch diameter core pricing."
      1 Antwort
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      schrieb am 05.08.11 14:18:40
      Beitrag Nr. 17 ()
      Antwort auf Beitrag Nr.: 41.900.667 von R-BgO am 05.08.11 14:12:38verdoppelt; einer der wenigen, die noch im Gewinn sind...
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      schrieb am 05.08.11 16:28:19
      Beitrag Nr. 18 ()
      upss gar nicht gut heute...
      Avatar
      schrieb am 22.08.11 14:48:15
      Beitrag Nr. 19 ()
      August 18, 2011 - BUSINESS WIRE -- Sapphire substrates maker Rubicon Technology Inc. (NASDAQ:RBCN) completed company-wide enhancements to its proprietary crystal growth furnaces, upgrading all furnaces to Rubicon Furnace Version ES2-XLG3.0, which produces large-diameter sapphire material with greater automation and higher yields.

      Rubicon operates high-efficiency crystal growth furnaces in Batavia and Bensenville, IL, USA, for semiconductor, optical, and LED manufacturers. Sapphire crystal growth is "extremely complex" compared to other substrates, said Raja Parvez, Rubicon president and CEO. The upgraded furnaces handle power and cooling requirements, complex growth profiles, and process control for larger-diameter sapphire wafers.

      RBCN is focusing on large-diameter equipment platforms, citing the industry trend toward larger wafers. Rubicon has shipped more than 100,000 6" sapphire wafers. Major LED manufacturers are transitioning to larger-diameter wafers in the 2011-2012 timeframe. Migration to 4" wafers is "booming" with announcements by Osram and Showa Denko among others, while Samsung is planning to shift to 6" nitride LED production, and Monocrystal is working on 8" c-plan sapphire. The sapphire substrate market will grow at a 21% annual clip through 2012 to top $400M, says Yole Development.
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      schrieb am 23.08.11 12:59:09
      Beitrag Nr. 20 ()
      Price of sapphire substrates to drop in 4Q11 due to high levels of inventory

      Siu Han, Taipei; Jackie Chang, DIGITIMES [Tuesday 23 August 2011]


      Weak demand in the LED market has been causing the price for upstream sapphire substrates to drop continuously. The price of 2-inch sapphire substrates dropped to US$15-17/unit in July and has continued to drop to US$12-13/unit in second half of August. The inventory levels of substrate firms have been high, hence the industry predicts the further price drops in fourth quarter.

      The industry feeling is that the price of 2-inch substrates to reach around US$10/unit, close to the level at the end of 2009 before the price hikes. However, the industry also estimates pressure of growing inventories will ease in first quarter of 2012 as demand from LED firms return.

      The price of sapphire ingots has been around US$7-8/mm and will likely to drop to US$4-5/mm in fourth quarter 2011, according to industry sources.

      July revenues of Taiwan-based LED sapphire substrate firms showed a decrease except Crystalwise. Crystal Applied reported July revenues of NT$154 million (US$5.31 million), representing a 31% decrease on month and 25% decrease on year. Tera Xtal also reported falling July revenues of NT$152 million, a 33% on-month drop. Wafer Works reported July revenues of NT10 million with a 75.6% on-month and 78.8% on-year decrease.

      The price of sapphire substrates shot to US$32-35/unit in end of 2010 due to the price hike of sapphire ingots. Sapphire substrates account for 20-30% of LED chip costs, hence the high price brought a lot of pressure on the LED chipmakers. As the demand dwindles, LED epitaxy firms have been adopting strict inventory controls which have been affecting the level of inventory for upstream substrate firms. The growing inventory has been depressing the price of sapphire substrates.
      Avatar
      schrieb am 30.10.11 21:07:25
      Beitrag Nr. 21 ()
      Rubicon ships 200,000th 6-inch sapphire wafer
      26 Oct 2011

      Rubicon Technology says that it has shipped over 200,000 six-inch sapphire wafers to LED manufacturers worldwide.

      Rubicon Technology, Inc (Nasdaq:RBCN), a provider of sapphire substrates and products based in Bensenville, IL, says that it has shipped a total of 200,000 six-inch sapphire wafers to the LED manufacturing industry. In August, the company stated that it had upgraded the crystal-growth furnaces in its three manufacturing facilities to allow 8-inch sapphire wafer production. Rubicon has production facilities in Bensenville, IL, Batavia, IL and Penang, Malaysia.

      Just last week, Rubicon also announced that it began on-site production of aluminum oxide, the starting material used to manufacture sapphire. On-site processing of aluminum oxide will allow better process control and the growth of larger crystals.

      The company initially developed its large-diameter sapphire-crystal growth technology to serve manufacturers of radio frequency integrated circuits (RFIC), and further refined the process to serve LED manufacturers and other semiconductor suppliers.

      “LED manufacturers understand that migration to a large-diameter sapphire-wafer platform offers an opportunity to achieve production and cost efficiencies. This is increasingly important as LED manufacturers seek to reduce costs throughout the LED manufacturing process to help the industry lower prices of LED-based lighting and encourage adoption worldwide," said Raja Parvez, Rubicon President and CEO.

      The transition to 8-inch diameter wafers in LED production has already begun. Several key LED chip manufacturers have announced plans to migrate to and/or test large diameter wafers in 2011 and 2012.

      "There is significant large diameter wafer activity among LED manufacturers with nearly a half dozen working with six-inch in some way," said Philippe Roussel, LED Senior Project Manager, Yole Developpement, a market research firm. "By 2016, our research projects that large-diameter wafers measuring six inches and greater will capture more than 50 percent of the market."
      Avatar
      schrieb am 09.11.11 09:46:54
      Beitrag Nr. 22 ()
      Q3-Zahlen kamen gestern; sie halten sich echt wacker

      einer der wenigen, die überhaupt noch Gewinne machen
      Avatar
      schrieb am 14.11.11 13:39:20
      Beitrag Nr. 23 ()
      Competition heating up in LED sapphire market

      Siu Han, Taipei; Jackie Chang, DIGITIMES [Monday 14 November 2011]


      The sapphire crystal growing/substrate industry has been experiencing aggressive expansion despite the weak LED market. South Korea-based STC is currently the global leader in the LED sapphire market for its massive capacity. China-based firms have also been eager to enter the market.

      US-based Rubicon and Russia-based Monocrystal were the dominant forces in the sapphire industry accounting for a total of more than 50% of the global ingot capacity until STC surpassed them in 2010 with aggressive support from the South Korea government. In 2011, STC's monthly capacity for sapphire ingots will expand to 1.3 million mm.

      Market research indicated the top-10 sapphire ingot producers' monthly capacity in the world will reach 5.8 million mm. In particular, Asia-based firms now account for more than 60% of the total capacity.

      China-based GCL Group recently announced the plan to enter the sapphire crystal growing/substrate market.

      Industry sources noted the global economy will likely recover in second-quarter 2012, and then sapphire susbtrate prices may rise.
      Avatar
      schrieb am 13.02.12 18:30:47
      Beitrag Nr. 24 ()
      Rubicon sees slight increase of sapphire substrate orders

      Siu Han, Taipei; Jackie Chang, DIGITIMES [Monday 13 February 2012]


      Orders of 2- and 4-inch sapphire wafers have been rebounding slightly in first-quarter 2012, according to Rubicon. Industry sources indicated that orders have been showing signs of reviving but it is still too early for sapphire substrate makers to increase quotes.

      The price of sapphire substrates dropped significantly in 2011. The price of 2-inch substrates fell below US$10/unit. LED chipmakers noted that the price drop in fourth-quarter 2011 eased with average price around US$7-8/unit.

      The LED industry has yet to rebound strongly, according to industry observers. The average selling price (ASP) of LED products have been leveling off in first-quarter 2012. Nevertheless, most LED chipmakers have reported falling January revenues. Epistar reported a 12% on-month decrease while Huga, Genesis, and Epileds reported on-month decreases of 10%, 18%, and 19% respectively. Formosa Epitaxy marks the exception with January revenues reaching NT$270 million (US$9.14 million), up 16% comparing to December 2011. Formosa Epitaxy expects orders from the small- and medium-size segments to increase with capacity utilization rate around 80% in February.

      Sapphire substrate makers reported mixed January revenues. Crystal Applied and Wafer Works Optronics saw revenues increase while Crystal Wise reported January revenues fall to NT$81 million, down 40% on month.

      Rubicon pointed out that the growth of the LED market has been limited because the supply chain has been trying to adjust inventory levels. The sapphire substrates market can expect improvements as commercialization of LED backlighting and lightings continue to grow. Rubicon indicated the signing of a latest supply contract of US$20 million.
      Avatar
      schrieb am 14.03.12 08:33:45
      Beitrag Nr. 25 ()
      Jahreszahlen kamen Ende Februar.

      Einer der wenigen, die in 2011 sogar noch zulegen konnten, obwohl sie in Q4 auch Verlust gemacht haben.
      Avatar
      schrieb am 26.07.12 16:10:18
      Beitrag Nr. 26 ()
      Einordnung Wettbewerbslage:

      Avatar
      schrieb am 06.08.12 00:05:45
      Beitrag Nr. 27 ()
      Rubicon sales rise in 2Q12
      Press release; Jackie Chang, DIGITIMES [Friday 3 August 2012]
      ,
      Rubicon Technology, a provider of sapphire substrates and products to the LED, RFIC, semiconductor, and optical industries, reported that second quarter (ended June 30, 2012) revenue increased to US$17.0 million from US$10.2 million in the prior quarter with sales increasing for both six-inch sapphire wafers and smaller diameter core. Revenue from six-inch wafer sales increased 84% sequentially to US$10.1 million and represented 59% of revenue for the quarter.

      Gross profit in the second quarter was break-even, a sequential improvement of 33 points, driven by a number of factors including increased revenue from higher margin wafer sales and improved utilization of the firm's polishing operations. Rubicon indicated that the weak pricing environment, particularly for two- through four-inch sapphire cores, continues to be a drag on margins but indicated that they expect pricing to improve once inventory levels at sapphire producers are reduced.

      Commenting on the outlook for the third quarter of 2012, William Weissman, Rubicon's CFO, said, "We expect revenue in the third quarter of between US$18-21 million. Pricing for two-through-four inch cores will likely remain low for another quarter or two as sapphire inventory levels continue to get worked down at a slower pace than originally expected. Gross margin should continue to improve in the third quarter but will not likely cover all of our operating expenses. We expect a loss per share between negative US$0.02-0.05 in the third quarter."
      Avatar
      schrieb am 21.11.12 16:25:12
      Beitrag Nr. 28 ()
      Habe mir die letzten Tag mal etwas mehr Zeit für dieses Gebiet genommen und Calls von Rubicon, GT (Thread: GT Advanced Technology - vormals GT Solar) und Peregrine(Thread: Peregrine Semiconductor) angehört.

      Nach meinem aktuellen Eindruck wird Saphir eine interessante Basistechnologie mit Anwendungen in den Bereichen LED, Silicon-on-Sapphire bis hin zu (später?) Einsatz als Glasersatz.

      Insoweit sollte ein Invest interessant sein, wenn man keine Loserbude erwischt.

      Habe eben in US mal Position zu 5,99 aufgestockt und gleich wieder zu Jun13 mit Strike 6 veroptioniert; gibt eine Seitwärtsrendite von 14%.

      Wenn es sehr schlecht laufen sollte, stocke ich vielleicht sogar auf.

      Parallel habe ich mir ein paar neue GTAT und erste Peregrine geholt, um so hoffentlich mehr Überblick zu bekommen.
      Avatar
      schrieb am 28.11.12 11:50:13
      Beitrag Nr. 29 ()
      Wettbewerb?:

      New publication details ARC Energy's CHES furnace advantages for high-brightness LED production on large diameter sapphire substrates

      Press release [Wednesday 28 November 2012]



      ARC Energy recently announced a new publication detailing the advantages of its CHES c-axis sapphire growth technology. CHES achieves 75% or greater material utilization across large diameter sapphire substrate sizes compared to 10-20% utilization for a-axis grown sapphire boules. CHES large diameter wafers cost less, lead to higher LED production throughput per MOCVD run, and have properties (such as lower, more uniform bow) that enable lower cost per lumen. The publication, called "Sapphire That Scales," is the latest in ARC Energy's CHES Foundations series which explains the advantages of CHES technology and furnaces.

      "The industry must move to large diameter wafers to reduce costs, but older sapphire technology has significant limitations moving in that direction," said Hap Hewes, ARC Energy's senior vice president. "That's exactly why we developed CHES technology: to reduce costs for large diameter LED sapphire wafers."

      Today's high-brightness LED (HB-LED) industry is searching for dramatic cost savings to reduce the price of solid state lighting to enable mass adoption by the general lighting market. A key component to reduce costs is widely identified as moving to large diameter substrates, similar to the move the silicon industry made over 20 years ago. "Sapphire That Scales" explains the significant advantages of moving to 150mm (6-inch) and 200mm (8-inch) substrates. A single MOCVD run simulated using 150mm wafers results in 55% more LED chips. With 200mm wafers the improvement increases to 77% more LED chips over using standard 50mm wafers.

      Although large diameter substrates have significant benefits, older sapphire growth technology has very low material utilization when growing these substrates. In addition, due to a non-uniform growth time signature, older sapphire growth technologies result in larger and uneven bowing (warp) during epitaxy process in a MOCVD reactor. This reduces LED chip yield and requires expensive workarounds.

      CHES technology was designed to overcome the drawbacks of older sapphire technologies at large diameters. CHES provides a high material utilization on c-axis and with low defect levels. In addition, growing along the c-axis produces wafers with a single time signature which can result in less bow and warp during epitaxy in the MOCVD reactor. CHES furnaces grow near net shape c-axis boules for 150mm and 200mm cores in production today. This makes CHES furnaces the leading choice for the future of HB-LED production on large diameter sapphire substrates.

      "CHES Foundations Series Part 2: Sapphire That Scales" is available now at http://www.arc-energy.com/.
      2 Antworten
      Avatar
      schrieb am 28.11.12 15:54:54
      Beitrag Nr. 30 ()
      Antwort auf Beitrag Nr.: 43.870.005 von R-BgO am 28.11.12 11:50:13haben ja richtig Personalrecycling betrieben: http://www.arc-energy.com/index.php/about-us/executive-team;

      die Bosse kommen von Rubicon und GT...
      Avatar
      schrieb am 04.12.12 14:32:16
      Beitrag Nr. 31 ()
      Antwort auf Beitrag Nr.: 43.870.005 von R-BgO am 28.11.12 11:50:13Wenn Rubicon tatsächlich auch mit a-axis-growth arbeitet, dann könnte ARc echt zum Problem werden;

      hier gut erklärt: http://www.arc-energy.com/images/CHES%20Foundations%20Series…
      Avatar
      schrieb am 27.12.12 13:53:30
      Beitrag Nr. 32 ()
      December revenues to show continuous decreases, say sapphire substrate makers
      Siu Han, Taipei; Jackie Chang, DIGITIMES [Wednesday 26 December 2012]


      Taiwan-based sapphire substrate makers believe December revenues are likely to show a continuous decrease due to the low season and year-end inventory checks by downstream LED firms.

      Taiwan-based Crystalwise and Sino Sapphire will officially merge on January 1, 2013. In addition, Crystalwise plans to expand capacity at its China subsidiary, Yuanhong, in 2013. Crystalwise noted that equipment was installed in the third quarter at its China plant and initial monthly capacity for 2-inch polished wafers will be around 50,000 units. However, equipment capacity can be increased to 100,000-120,000 units. The plant has also been producing small volumes of sapphire ingots.

      To meet demand, Crystal Applied announced in the fourth quarter it will begin production at its plant in Yancheng, China. The plant has been focusing on sapphire polished wafers and initial capacity is around 200,000 units. The firm noted that capacity expansion is possible.

      Tera Xtal has been considering setting up a subsidiary, and is likely to confirm plans in first-half 2013. The firm set up local offices in Zhangjiajie, China in June and began operations in July. According to the firm, setting up a manufacturing facility in China requires sufficient electricity supply and subsidies provided by the local government. Hence the firm is still evaluating constructing plants in China.
      Avatar
      schrieb am 29.01.13 01:16:49
      Beitrag Nr. 33 ()
      @suedama:

      Hier gibt es Informationen zum LED Gesamtmarkt

      Thread: LED - ein kommender Riesenmarkt?
      1 Antwort
      Avatar
      schrieb am 30.01.13 00:03:52
      Beitrag Nr. 34 ()
      Antwort auf Beitrag Nr.: 44.075.010 von R-BgO am 29.01.13 01:16:49danke, -ich denke nach und warte noch ein wenig ab
      Avatar
      schrieb am 08.02.13 09:54:04
      Beitrag Nr. 35 ()
      Avatar
      schrieb am 27.03.13 18:40:13
      Beitrag Nr. 36 ()
      so, hab erst mal Teilgewinnmitnahme bei Aixtron gemacht und einen Teil hier investiert...:cool:



      200T...wir kommen:D
      Avatar
      schrieb am 26.05.13 11:55:22
      Beitrag Nr. 37 ()
      Avatar
      schrieb am 31.05.13 18:29:25
      Beitrag Nr. 38 ()
      Ich bin auch seit ein paar Wochen dabei und freue mich über den heutigen Ausbruch. Ursachen?
      Avatar
      schrieb am 31.05.13 18:32:15
      Beitrag Nr. 39 ()
      Avatar
      schrieb am 04.07.13 07:12:00
      Beitrag Nr. 40 ()
      Prices for sapphire ingots in 3Q13 to rise 15-20%
      Siu Han, Taipei; Adam Hwang, DIGITIMES [Tuesday 2 July 2013]


      Prices for sapphire ingots in the third quarter of 2013 are expected to increase by 15-20% on quarter mainly due to growing demand from LED makers and China-based smartphone vendors, according to Taiwan-based supply chain makers.

      Prices for 2-inch sapphire ingots rose from US$3/mm in May 2013 to US$3.30/mm in June and have further risen to US$3.80/mm currently, the sources indicated. Among sapphire ingot suppliers, Taiwan-based USI Optronics has upward adjusted prices by 20%, Russia-based Monocrystal by 10% and US-based Rubicon by 15%, the sources noted.

      In addition to continued growth in demand from LED epitaxial wafer and chip makers, some China-based smartphone vendors will adopt camera lens protection covers made from sapphire in the second half of 2013, causing China-based sapphire wafer suppliers to procure sapphire ingots in large volumes, the sources said.

      Sapphire wafer makers are expected to hike prices to reflect increases in the cost of sapphire ingots, but hikes in the price of sapphire wafers will be relatively small, the sources indicated.
      Avatar
      schrieb am 18.09.13 16:44:02
      Beitrag Nr. 41 ()
      Sapphire to be used in new iPad, say Taiwan makers
      Julian Ho, Taipei; Adam Hwang, DIGITIMES [Wednesday 18 September 2013]


      Apple is expected to extend the use of sapphire glass home keys to its new 9.7-inch iPad and 7.9-inch iPad mini to be launched in October, and possibly further adopt sapphire for making touch screen covers for its new iPhone to be launched in 2014, according to Taiwan-based sapphire makers.

      Apple first adopted sapphire to make covers of iPhone 5 cameras and now the material is also used in making covers of iPhone 5S finger print-recognizing home keys, the sources noted. Apple in March 2013 filed with the US Patent and Trademark Office an application concerning high-temperature lamination of sapphire layers, the sources noted.

      However, cost of sapphire ingots may a major concern, the sources said. For example, costs of the iPhone's sapphire covers are as much as five times those for iPhone covers made from other materials, the sources noted.
      Avatar
      schrieb am 01.10.13 14:02:34
      Beitrag Nr. 42 ()
      Digitimes Research: STC to expand sapphire ingot capacity
      Jessie Lin, DIGITIMES Research, Taipei [Tuesday 1 October 2013]


      With more and more smartphones and other portable devices adopting sapphire as cover glass, sapphire ingot vendor Sapphire Technology Company (STC) is looking to double its production capacity to meet the anticipated growth in demand, according to Digitimes Research.

      STC plans to invest a total of KRW20 billion (US$18.65 million) to double the current capacity of 1.37 million mm a month, said Digitimes Research. After the capacity expansion, STC's share of the global sapphire ingot market is expected to reach 30% from 10% in 2012, Digitimes Research indicated.

      STC's sapphire ingots have already been adopted by Apple for camera lenses and home button for the iPhones, and by Samsung Electronics and LG for LED sapphire substrates and handset-use camera lens cover, Digitimes Research noted. STC stands a good chance of grabbing more orders from these existing customers, Digitimes Research said.

      In addition, STC has enjoyed growth in its production utilization rates and rising sapphire ingot prices. STC is expected to utilize more than 80% of its production capacity in the fourth quarter, while the average selling price (ASP) for 2-inch sapphire ingots is set to exceed US$4, Digitimes Research pointed out.

      Digitimes Research forecasts that STC's revenues will top KRW41.5 billion in the second half of 2013, up from KRW13.7 billion in the first half of the year and KRW22.1 billion in second-half 2012.
      Avatar
      schrieb am 03.11.13 10:11:12
      Beitrag Nr. 43 ()
      Avatar
      schrieb am 26.04.14 18:50:43
      Beitrag Nr. 44 ()
      Zahlen waren mau, selling stockholders haben im März 2,5 Mio. Stück im Markt platziert...
      Avatar
      schrieb am 31.07.14 22:17:35
      Beitrag Nr. 45 ()
      Digitimes Research: Optical-use sapphire demand to reach 12.44 million mm of 2-inch equivalents in 2014
      Jessie Lin, DIGITIMES Research, Taipei [Wednesday 23 July 2014]


      There will be an estimated demand for 12.44 million mm of 2-inch-equivalent sapphires for optical purposes in 2014, mainly consisting of 54.3% for use in smartphone button covers, 24.1% iWatch covers and 17.4% smartphone camera lens covers, according to Digitimes Research.

      The demand will increase in 2015 to 26.2 million mm, with iWatch holding the biggest proportion at 57.2% followed by smartphone button covers at 30.1%.

      Sapphire for Apple's iWatch is expected to primarily come from GTAT while 2-inch units for use in optical purposes will come from VHGF technology. Additionally, demand for advanced sapphire furnaces needed to produce iWatch applications is expected to increase from 67 units in 2014 to 333 in 2015, added Digitimes Research.
      1 Antwort
      Avatar
      schrieb am 12.08.14 12:04:56
      Beitrag Nr. 46 ()
      Antwort auf Beitrag Nr.: 47.411.760 von R-BgO am 31.07.14 22:17:35Digitimes Research: Sapphire demand to reach over 108 million mm in 2015
      Jessie Lin, DIGITIMES Research, Taipei [Tuesday 12 August 2014]


      Global demand for sapphire for use in LED and optical applications (such as smartphone covers) will reach 80.084 million mm of 2-inch equivalent ingots in 2014 and increase 36.1% to 108.902 million mm in 2015, according to Digitimes Research.

      The demand in 2015 will consist of 82.698 million mm for LEDs and 26.204 million mm for optical use, rising 22.3% and 110.6% on year respectively, Digitimes Research indicated.

      In terms of wafer size, 4-inch models will see the largest demand at 10.66 million units in 2014 and 13.985 million units in 2015, accounting for 56.7% and 60.9% of total demand from LED production in the respective years.

      There will be tight global supply of 4-inch sapphire ingots and PSS (patterned sapphire substrates) in 2014.
      Avatar
      schrieb am 23.09.14 12:10:28
      Beitrag Nr. 47 ()
      Demand and supply trends in the global sapphire industry, 2014-2015
      Jessie Lin, DIGITIMES Research, Taipei [Tuesday 23 September 2014]


      This Digitimes Research Special Report focuses on the 2014-2015 sapphire application market and industry outlook. Sapphire has been a key component in the LED industry in recent years, but demand is increasingly coming from lens cover applications in market segments including digital cameras, Home buttons on smartphones and most recently the Apple Watch. Digitimes Research estimates that in 2015 annual growth for sapphire demand will hit 22.3% in the LED industry and 110.6% in the cover lens segment.
      1 Antwort
      Avatar
      schrieb am 28.10.14 11:30:20
      Beitrag Nr. 48 ()
      Avatar
      schrieb am 05.11.14 11:09:15
      Beitrag Nr. 49 ()
      Antwort auf Beitrag Nr.: 47.851.619 von R-BgO am 23.09.14 12:10:28
      Demand and supply trends in the global sapphire industry, 2014-2015
      Jessie Lin, DIGITIMES Research, Taipei [Tuesday 23 September 2014]


      This Digitimes Research Special Report focuses on the 2014-2015 sapphire application market and industry outlook. Sapphire has been a key component in the LED industry in recent years, but demand is increasingly coming from lens cover applications in market segments including digital cameras, Home buttons on smartphones and most recently the Apple Watch. Digitimes Research estimates that in 2015 annual growth for sapphire demand will hit 22.3% in the LED industry and 110.6% in the cover lens segment.




      ABSTRACT
      Sapphire demand by application, 2015 (Kmm/year)
      This Digitimes Research Special Report focuses on the 2014-2015 sapphire application market and industry outlook. Sapphire has been a key component in the LED industry in recent years, but demand is increasingly coming from lens cover applications in market segments including digital cameras, Home buttons on smartphones and most recently the Apple Watch.

      Digitimes Research estimates that in 2015 annual growth for sapphire demand will hit 22.3% in the LED industry and 110.6% in the cover lens segment. This report analyzes trends in the sapphire industry that may affect demand supply balance, especially concerning the use of sapphire in the smartphone and smartwatch industries and price trends that can lead to the implementation of more cost-effective alternatives.

      ...
      Avatar
      schrieb am 05.11.14 22:30:52
      Beitrag Nr. 50 ()
      Antwort auf Beitrag Nr.: 43.847.820 von R-BgO am 21.11.12 16:25:12
      Zitat von R-BgO: Habe mir die letzten Tag mal etwas mehr Zeit für dieses Gebiet genommen und Calls von Rubicon, GT (Thread: GT Advanced Technology - vormals GT Solar) und Peregrine(Thread: Peregrine Semiconductor) angehört.

      Nach meinem aktuellen Eindruck wird Saphir eine interessante Basistechnologie mit Anwendungen in den Bereichen LED, Silicon-on-Sapphire bis hin zu (später?) Einsatz als Glasersatz.

      Insoweit sollte ein Invest interessant sein, wenn man keine Loserbude erwischt.

      Habe eben in US mal Position zu 5,99 aufgestockt und gleich wieder zu Jun13 mit Strike 6 veroptioniert; gibt eine Seitwärtsrendite von 14%.

      Wenn es sehr schlecht laufen sollte, stocke ich vielleicht sogar auf.

      Parallel habe ich mir ein paar neue GTAT und erste Peregrine geholt, um so hoffentlich mehr Überblick zu bekommen.



      das war vor knapp 2 Jahren;

      HEUTE habe ich mal das Füsschen wieder ein bisschen reingehalten mit einem straddle:

      Kauf zu 4,21$, short-call Jun15@5,00$ für 70c, short-put Jun15@4,00$ zu 80c

      ergibt eingesetztes Kapital pro Kontrakt von 421+400-80-70=671$

      -wenn der Kurs in 9 Monaten über 5 steht, bleiben mir 900$ => 34% Rendite
      -wenn der Kurs unter 4 sein sollte, habe ich 200 Aktien für je 3,23$ gekauft


      solange die Bude nicht ganz abschmiert, sollte was Erträgliches herauskommen...
      Avatar
      schrieb am 24.12.14 09:47:41
      Beitrag Nr. 51 ()
      Xiaomi may adopt sapphire for covers of 5.7-inch smartphone
      Siu Han, Taipei; Adam Hwang, DIGITIMES [Tuesday 23 December 2014]

      China-based smartphone vendor Xiaomi Technology is likely to adopt sapphire for protective covers of Xiaomi 5, its 5.7-inch flagship model that will be showcased at the 2015 Consumer Electronics Show, Taiwan-based supply chain makers cited industry sources in China as indicating.

      Japan-based Kyocera in early 2014 launched smartphones with protective covers made from internally-produced sapphire in the US market through cooperation with Verizon Wireless, while China-based Vivo and Huawei Device also launched smartphones with sapphire covers, the sources said.

      If Xiaomi decides to adopt sapphire, existing sapphire production capacity is not sufficient to meet the demand, according to sources with Taiwan-based sapphire wafer makers.

      For 5-inch and larger device screens, sapphire ingots' cross-section area must be enlarged and this will increase the time taken to grow sapphire crystal and decrease yield rates, the sources said.

      Using sapphire as protective covers will also require complicated processing and result in higher cost, the sources indicated.

      China-based Lens Technology and Biel Crystal Manufactory have expanded sapphire processing capacities in preparation for producing sapphire covers, the sources added.
      Avatar
      schrieb am 13.03.15 08:34:44
      Beitrag Nr. 52 ()
      Taiwan LED makers to adopt 6-inch sapphire wafers
      Siu Han, Taipei; Adam Hwang, DIGITIMES [Tuesday 10 March 2015]

      As prices for 6-inch sapphire wafers are on the decline and China-based LED epitaxial wafer and chip makers are increasing their use of 4-inch sapphire wafers, Taiwan-based LED makers are poised to shift mainly to 6-inch wafers to reduce the competitive pressure from China-based makers, according to industry sources.

      Currently, pricing for a 2-inch PSS (patterned sapphire substrate) stands at US$10.0-11.5, a 4-inch PSS at US$42-45 and a 6-inch PSS at US$200, the sources said. For LED epitaxial wafer and chip makers, if prices for a 6-inch PSS drop to US$150, 6-inch PSS will become competitive with 4-inch models in terms of material costs and LED chip output, the sources explained.

      Taiwan-based Lextar Electronics will expand overall production capacity by 20-25% in 2015, including installation of 6-inch MOCVD sets in the first half of the year, according to company chairman David Su. Another Taiwan-based maker Epistar has begun using 6-inch sapphire wafers and will increase usage in 2015, the company said.
      Avatar
      schrieb am 13.03.15 11:14:21
      Beitrag Nr. 53 ()
      News vom Wettbewerb: Crystalwise reports net profit for 2014
      Commercial Times, March 13; Adam Hwang, DIGITIMES [Friday 13 March 2015]

      Sapphire substrate and PSS (patterned sapphire substrate) maker Crystalwise Technology has reported record net profit of NT$42.3 million (US$1.34 million) for 2014 after consecutive net losses for 2011, 2012 and 2013, according to Chinese-language newspaper Commercial Times (CT).

      Crystalwise posted consolidated revenues of NT$2.523 billion, gross margin of 6.56% and net operating loss of NT$128.1 million for 2014.

      Crystalwise has just finished construction on a new factory in northern Taiwan and has started PSS trial production with initial monthly output of 50,000 units at its factory in northern China, CT said.

      While 4-inch is mainstream size of PSS in 2015, Crystalwise already began small-volume production of 6-inch PSS in 2014, CT indicated, adding Crystalwise may see 6-inch PSS shipments increase significantly beginning second-quarter 2015.
      Avatar
      schrieb am 17.03.15 12:02:00
      Beitrag Nr. 54 ()
      China sapphire makers Biel crystal, Lens Technology expand capacities
      Siu Han, Taipei; Adam Hwang, DIGITIMES [Tuesday 17 March 2015]


      China-based sapphire makers Biel Crystal Manufactory and Lens Technology, in view of growing adoption of sapphire optical applications in wearable devices and smartphones, have expanded production capacities, according to industry sources in Taiwan.

      The Apple Watch is estimated to entail nearly 20% of global sapphire production capacity in 2015, the sources said.

      Biel Crystal and China-based Roshow Technology together invested CNY500 million (US$81 million) to set up a joint venture sapphire maker, Biel Roshow Sapphire, in April 2014, with the former holding a 60% stake and the latter 40%, the sources indicated.

      Biel Crystal and Roshow have decided to add investment of CNY200 million in the joint venture, with stake proportions remaining unchanged, the sources said. Biel Roshow Sapphire completed installation of 200 sapphire crystal growing furnaces at the end of 2014 and started trial production in January 2015, the sources noted.

      Lens Technology has established a subsidiary maker specifically for producing sapphire, with the subsidiary expanding its production capacity in 2014, the sources said.

      Taiwan-based sapphire wafer makers Crystal Applied Technology and Tera Xtal Technology have become suppliers of iPhone camera covers and fingerprint recognition covers through China-based supply chain makers , the sources said.

      The two Taiwan-based makers expect to obtain orders for sapphire covers from smartwatch vendors in first-half 2015, the sources indicated.
      Avatar
      schrieb am 24.03.15 12:13:58
      Beitrag Nr. 55 ()
      Taiwan LED makers ask for PSS price cuts
      Siu Han, Taipei; Adam Hwang, DIGITIMES [Monday 23 March 2015]

      As PSS (patterned sapphire substrate) makers have been expanding production capacities, PSS supply has significantly increased and therefore Taiwan-based LED epitaxial wafer and chip makers have asked PSS makers to lower quotes for a 4-inch PSS to US$40, according to industry sources in Taiwan.

      Taiwan- and China-based PSS makers have been shifting mainstream production from 2-inch PSS to 4-inch models and have focused capacity expansion on 4-inch PSS, the sources said. For example, Taiwan-based Rigidtech Microelectronics and Crystalwise Technology have been expanding monthly PSS production capacities to 1.2 million and 800,000 2-inch equivalent units respectively, and Taiwan-based ITO glass maker AimCore Technology has stepped into PSS production with planned monthly capacity of 100,000 units initially, the sources indicated. Consequently, PSS prices have dropped from US$51 in the first quarter of 2014 to US$42-45 currently, the sources said.

      Russia-based sapphire ingot and wafer maker Monocrystal and Japan-based fellow maker Kyocera have brought price competitive pressure on Taiwan-based fellow makers due to devaluation of the Russian Ruble and Japanese Yen respectively, the sources indicated. Many Taiwan-based LED makers have procured sapphire wafers produced by Monocrystal and/or Kyocera for being processed into PSS in Taiwan, the sources said.

      In order to obtain more orders, many Taiwan-based PSS makers have tapped the China market through setting up factories there to avoid customs tariffs of about 11%, the sources indicated. For these makers, revenues from the China market are expected to increase to 15-20% of total revenues in 2015, the sources said.
      Avatar
      schrieb am 27.03.15 11:51:55
      Beitrag Nr. 56 ()
      Sapphire makers seeing strong orders in March
      Siu Han, Taipei; Alex Wolfgram, DIGITIMES [Friday 27 March 2015]


      Patterned sapphire substrate (PSS) maker Rigidtech Microelectronics is seeing strong orders in March and expects continued growth into April, with 4-inch units expected to be at the forefront, according to company president Hung Wen-ching.

      Additionally, sources at Crystalwise Technology noted the company has been running at nearly full capacity during the first quarter of 2015 and is aiming to strengthen its presence in China while Phecda Technology is preparing to expand production in China due to an expected surge in orders.

      As PSS makers have been expanding production capacities, supply has significantly increased and therefore Taiwan-based LED epitaxial wafer and chip makers have asked PSS makers to lower quotes for a 4-inch PSS to US$40, said the sources.

      Taiwan- and China-based PSS makers have been shifting mainstream production from 2-inch PSS to 4-inch models and have focused capacity expansion on 4-inch PSS. Rigidtech and Crystalwise have expanded monthly PSS production capacities to 1.2 million and 800,000 2-inch equivalent units, respectively, the sources added.
      Avatar
      schrieb am 08.06.15 12:19:34
      Beitrag Nr. 57 ()
      tja, RBCN war der Q1-Bericht nicht schön und so werde ich nächste Woche wohl die Aktien angeliefert bekommen...
      1 Antwort
      Avatar
      schrieb am 15.06.15 11:09:03
      Beitrag Nr. 58 ()
      Antwort auf Beitrag Nr.: 49.931.253 von R-BgO am 08.06.15 12:19:34yup, Position verdoppelt
      Avatar
      schrieb am 24.06.15 13:15:40
      Beitrag Nr. 59 ()
      Monocrystal expanding sapphire capacity to target global share of 30%, say Taiwan makers
      Siu Han, Taipei; Adam Hwang, DIGITIMES [Wednesday 24 June 2015]


      Russia-based Monocrystal is expanding its monthly sapphire production capacity from 4.0 million 2-inch wafers in equivalent currently to 5.0 million units to target a global market share of 30% at the end of 2015, according to Taiwan-based supply chain makers.

      Monocrystal and Japan-based fellow maker Kyocera have become more competitive in pricing due to the depreciation of the Russian Ruble and Japanese Yen respectively, the sources indicated. For a 4-inch sapphire wafer in particular, Monocrystal's quote is US$1 lower than Kyocera's, the sources noted.

      Monocrystal and China-based Harbin Aurora Optoelectronics Technology are currently the two main suppliers of 2-inch sapphire wafers used to make covers for Apple Watch, the sources said. Harbin Aurora hopes that China-based smartphone vendors can adopt sapphire for covers of smartphones in place of glass covers, but no China-based vendors have done so because the costs of about US$3 for a 5-inch reinforced glass cover is much lower than about US$40 for a 5-inch sapphire-made cover, the sources indicated.

      Of the total area of sapphire wafers shipped by Monocrystal, 2-inch wafers accounted for 40% and 4-inch ones for 60%, the sources said.
      Avatar
      schrieb am 24.06.15 15:10:44
      Beitrag Nr. 60 ()
      Crystal Applied Technology unveils sapphire substrate plant in Taiwan
      Siu Han, Chunan; Adam Hwang, DIGITIMES [Friday 22 May 2015]

      Sapphire substrate maker Crystal Applied Technology (CAT) on May 21 inaugurated a new factory with a monthly production capacity of 300,000 substrates in northern Taiwan, according to the company.

      The factory also houses an R&D trial production line specifically for optical application of sapphire substrates in addition to making LED epitaxial wafers, company CEO Chang Chien-min said.

      With a monthly production capacity of 1.3 million sapphire substrates at a factory in eastern China, CAT currently has total monthly capacity of 1.6 million units, Chang indicated.

      CAT will expand PSS (patterned sapphire substrate) monthly production capacity to 80,000 2-inch units, 60,000 4-inch units and 5,000-10,000 6-inch units in 2015, with shipments of 6-inch PSS to begin in the third quarter of 2016, Chang said.

      CAT began to supply sapphire substrates for making camera covers and Home keys of Apple devices in 2013, and expects such optical applications to account for 40% of total sapphire substrate shipments in 2015, Chang indicated.
      Avatar
      schrieb am 10.08.15 09:21:37
      Beitrag Nr. 61 ()
      ein weiteres Mal
      desaströse Quartalszahlen, Verlust > Umsatz


      frage mich, ob sich das noch einmal ändern wird...
      Avatar
      schrieb am 01.10.15 12:42:35
      Beitrag Nr. 62 ()
      Sapphire pricing drops 30% in September due to weak demand in LED market, says report
      Press release, October 1; Alex Wolfgram, DIGITIMES [Thursday 1 October 2015]


      The average monthly price of sapphire has fallen by more than 30% on year in September 2015, according to LEDinside. This decline is the result of suppliers expanding their production capacities despite the weaker-than-expected demand.

      "Due to the increasing competition, sapphire suppliers can no longer just specialize in one part of the supply chain," said Joanne Wu, assistant research manager for LEDinside, "They have undergone vertical integration and are now able to provide pattern sapphire substrates (PSS) to LED chip manufacturers, bypassing other supply chain participants. As LED chip businesses are themselves facing immense operating pressure, major international manufacturers are now working to raise the yield rate of their 6-inch LED wafer process. They want to widen their lead over their Chinese competitors via product differentiation."

      Price fluctuations in the 4-inch sapphire market are mainly caused by the demand changes in the LED market. Though the 4-inch wafer production has become the market mainstream, their prices are negatively affected by the lower-than-anticipated demand and price pressure in the end market. Thus, prices of 4-inch sapphire ingots have plummeted with the on-year decline in September reaching 45% at around US$8.50-8.80/mm. Both the 4-inch sapphire wafer and PSS markets have seen a 30% on-year price drop in the same month, with their average prices respectively at US$18-20.50/pc and US$30-32/pc.

      With the LED chip manufacturers migrating from the 2-inch to the 4-inch wafer process, the LED chip industry's total output is estimated to increase by about 20-30%. China competitors that have migrated to 4-inch wafer production include San'an Opto, Elec-Tech, Changelight, HC SemiTek, Tongfang and Aucksun. Currently, the 4-inch sapphire ingot and sapphire wafer markets are crowded with suppliers. At the same time, LED chip manufacturers expect more stringent requirements for products. Sapphire suppliers therefore are starting to develop their PSS products in house or collaborating with PSS OEMs. This will allow them to be in a better position to enter LED chip supply chain while avoiding their prices from being cut at every level of negotiation. Overall, the trend of vertical integration in the 4-inch sapphire supply chain will become even more noticeable in the future.

      Oversupply is also impacting the 6-inch sapphire market, with South Korea suppliers taking a lead in cutting product prices. The average price of 6-inch sapphire ingots have fallen 30% on year in September to around US$30-35/mm. In the 6-inch sapphire wafer segment, there is some room for negotiations, and prices are decided by product quality and suppliers' bargaining power. The average price of 6-inch sapphire wafers is now at US$95-100/pc. Prices of 6-inch PSS products have dropped to an average of US$140/pc this September due to the adoption of micron imprinting technology, a process with much lower cost than the traditional etching technologies.

      While prices are continuing their slide in the 6-inch sapphire market, a general increase in the 6-inch LED wafer yield rates may help generate demand. If the 6-inch LED wafer process had the same yield rate as the 2-inch, it could reduce the cost per unit by 69% because of advantages such as greater wafer surface for epitaxy and increased edge utilization rate. Thus, raising the yield rate on the 6-inch LED wafer process will expand the market demand for sapphire and effectively lower the inventory level. However, migrating to the 6-inch process is also a huge investment involving buying new equipment and overcoming technical hurdles in the backend chip manufacturing process.

      Transitioning from the 2-inch wafer production to the 4-inch is therefore much more cost effective right now than moving to 6-inch units. Raising the 6-inch LED wafer yield rate will depend on the technological capability of industry participants. LED chip manufacturers that are presently investing the 6-inch wafer production include Lumileds, Osram Opto, LG Innotek, Epistar, Nichia, Toyoda Gosei and Sharp. China companies such as San'an Opto and Elec-Tech are also doing pilot runs on their 6-inch wafer production, the firm said.
      Avatar
      schrieb am 16.10.15 15:36:12
      Beitrag Nr. 63 ()
      Rubicon Technology Appoints Hany Tamim as Chief Operating Officer
      Company Release - 10/16/2015 09:00


      BENSENVILLE, Ill.--(BUSINESS WIRE)-- Rubicon Technology, Inc. (NASDAQ: RBCN), a leading provider of sapphire substrates and products to the LED, semiconductor, and optical industries, today announced the appointment of Hany Tamim as Chief Operating Officer. Mr. Tamim will have responsibility for all global manufacturing operations of Rubicon Technology. Mr. Tamim will be based in Malaysia and report to the CEO, Bill Weissman. The COO role is a consolidation of two senior management positions and will provide the Company with greater coordination of manufacturing operations at a lower cost.

      Mr. Tamim has extensive experience in managing crystal growth and wafer manufacturing operations in both Malaysia and the United States, including 24 years with SunEdison (formerly MEMC), where his experience included leadership roles in global cost management, plant management and process engineering. He has Bachelor and Master of Science degrees in Engineering from the University of North Carolina.

      Bill Weissman, CEO of Rubicon, said, “I am delighted to welcome Hany Tamim as a member of our leadership team. His experience in managing crystal growth and wafer manufacturing operations in both the U.S. and Malaysia are specifically relevant to the needs of our operations today as we implement changes in technology to improve our product cost.”
      Avatar
      schrieb am 25.03.16 10:16:07
      Beitrag Nr. 64 ()
      Optical sapphire windows up to 36 inches will be available for defense and industrial applications

      BENSENVILLE, Ill.--(BUSINESS WIRE)-- Rubicon Technology, Inc. (NASDAQ:RBCN), a leading provider of optical sapphire components and sapphire substrates, today announced that it has successfully produced another very high quality sapphire slab of 18”W x 36”L x 2”T dimensions that meets the next two milestones in its development contract with the Air Force Research Laboratory. From this single slab, Rubicon has cut two very large windows of high-quality monocrystalline sapphire. The dimensions of these windows, which are not yet polished, are 18 x 30” and 17 x 25”, each up to 1” thick.

      Rubicon’s Large-Area Net-Shape Crystal Extraction (LANCE) project is on track for completion this year, with only a few more milestones remaining to be reached including full size 18” x 36” x 0.86” windows. Crystal growth for these final milestones is expected to be complete by end of June 2016, with polishing targeted to be finished by the end of 2016.

      Supported by a research contract from the United States Air Force Research Laboratory (AFRL) Electronic & Sensors Branch, Materials & Manufacturing Directorate, the LANCE project encompasses the development of large-area sapphire windows of optical quality for military sensing and targeting applications. Previous sapphire production methods were incapable of supporting the growth of sapphire crystals at the thickness needed by the AFRL, so Rubicon drew on its deep experience and culture of innovation to develop an entirely new growth platform enabling the production of very large sapphire windows up to 2 inches thick.

      “These very large sapphire windows have created a sensation in defense and commercial applications,” said Hap Hewes, Rubicon’s Senior Vice President, Optical. “Sapphire’s outstanding transparency in the infrared through ultraviolet spectra, combined with its incredible hardness and abrasion resistance, make this a very attractive solution for many optical applications that need durability and excellent optical performance. We are now exploring the scope of opportunity for these massive windows and assessing customer needs to determine our future capacity requirements.”

      The large sapphire windows produced by Rubicon are intended for use as infrared windows in extreme environments where both durability and optical clarity are important.

      “The Air Force Research Laboratory identifies, develops and integrates new technologies into the U.S. air, space and cyberspace forces,” said Jamie Hoff, United States Air Force. “Through the successful development of a unique technology for the production of large-area sapphire, Rubicon has taken another step forward toward meeting the advanced demands of military sensor technology.”

      Case Number 88ABW-2015-0181
      Avatar
      schrieb am 13.04.16 14:09:33
      Beitrag Nr. 65 ()
      Russia-based sapphire maker Monocrystal expanding capacity
      Siu Han, Taipei; Adam Hwang, DIGITIMES [Wednesday 13 April 2016]


      Russia-based sapphire maker Monocrystal has expanded monthly production capacity from four million mm in 2015 to 4.5 million mm currently, and aim to reach five million mm by the end of 2016, according to Monocrystal Taiwan.

      Monocrystal's capacity expansion aims to increase its global market share, Monocrystal Taiwan said. Through the capacity expansion, Monocrystal's global market share will rise from 25-30% in 2015 to over 30% in 2016.

      Of Monocrystal-produced sapphire, 60% is used to make LED epitaxial wafers and 30% for optical applications.

      Due to a global oversupply, prices for 2-inch sapphire ingots have drastically dropped from the highest level of US$25/mm to below US$2/mm, driving many makers out of the market, Monocrystal Taiwan noted. While 4-inch has become a mainstream size for sapphire wafers used by LED epitaxial wafer makers, prices for 4-inch sapphire ingots fell from US$10-12/mm to US$8/mm in 2015. Wafer prices are expected to further drop by less than 20% in 2016, Monocrystal Taiwan indicated.
      Avatar
      schrieb am 08.09.16 23:24:00
      Beitrag Nr. 66 ()
      Handtuch geworfen
      und bis auf ein Erinnerungsstück verkauft
      3 Antworten
      Avatar
      schrieb am 13.09.16 07:34:29
      Beitrag Nr. 67 ()
      Rubicon Announces Malaysia Facility Closure

      Company Release - 09/13/2016 00:00


      BENSENVILLE, Ill.--(BUSINESS WIRE)--

      Rubicon Technology, Inc. (NASDAQ:RBCN), today announced plans to cease all production activities and shut down its Penang, Malaysia facility. Production activities at the Penang facility are expected to cease by November 30, 2016, with the shutdown of the facility to be completed by the end of the year. The Company’s Malaysia facility has been primarily engaged in producing polished and patterned substrates for the LED market and the decision was made in order for the Company to focus on the optical and industrial sapphire market for the foreseeable future.

      Bill Weissman, the Company’s CEO, said, “The sapphire industry continues to be very challenging with pricing for LED sapphire products continuing to decline throughout this year. Given the market conditions, our strategy has been to build a business more focused on the optical and industrial sapphire market, where we have greater differentiation from our competitors and have interesting new technologies in development. We had also been trying to stay in the LED substrate market by limiting our product offering to six-inch diameter wafers where there is less competition and working hard to reduce cost to make that product profitable. While we made significant progress on that front, the continual decline of prices has made the prospects of becoming profitable in the LED substrate market unlikely for the foreseeable future. As a result, we have decided to focus on the optical and industrial sapphire market at this time.”

      The Company cites its high quality crystal, strong and developing U.S. customer base, and optical finishing capability as strong differentiators in the optical and industrial sapphire market and believes there are emerging applications in that market which will drive revenue and margin growth in coming years.
      Avatar
      schrieb am 03.01.17 11:06:15
      Beitrag Nr. 68 ()
      so geht's auch:

      Sintronic to set up polycrystalline sapphire production line
      Siu Han, Taipei; Adam Hwang, DIGITIMES [Tuesday 3 January 2017]

      Diode rectifier seller and CCFL (cold cathode fluorescent lamp) lighting maker Sintronic Technology will set up a polycrystalline sapphire production line in southern Taiwan in first-quarter 2017, with production to begin in the following quarter, according to the company.

      To raise funds for constructing the production line, Sintronic will issue 10 million new shares and 3-year zero-interest secured convertible bonds worth NT$300 million (US$9.4 million).

      With production cost being 35% lower than that for monocrystalline sapphire, polycrystalline sapphire is mainly used to make covers of smartphone-use fingerprint recognition modules and cameras, Sintronic said. The production line will have monthly capacity of 20,000 5-inch x 5-inch polycrystalline sapphire plates, equivalent to three million covers of fingerprint recognition modules, and will later produce 6-inch x 6-inch units, Sintronic noted.

      Sintronic has partnered with China-based China Star Optoelectronics Technology (CSOT) for promoting adoption of CSOT-produced small- to medium-size LTPS TFT-LCD panels mainly by Taiwan-based smartphone vendors or ODMs, with such products being under trial use, Sintronic indicated.

      Sintronic has also become a Taiwan sales agent of handset-use chemical materials, including photoresists, ITO film and OCA (optically clear adhesive), for Japan-based makers.

      With 99.09% of consolidated revenues coming from diode rectifiers and 0.65% from CCFL lighting currently, Sintronic expects diode rectifiers to account for 40% of 2017 consolidated revenues, chemical materials 40% and LTPS panels 20%.

      Sintronic posted consolidated revenues of NT$758 million, gross margin of 14.95%, net operating loss of NT$13.9 million, net loss of NT$31.8 million and net loss per share of NT$0.33 for January-September 2016.
      Avatar
      schrieb am 04.05.17 14:45:18
      Beitrag Nr. 69 ()
      Antwort auf Beitrag Nr.: 53.240.409 von R-BgO am 08.09.16 23:24:00...und das wird mir wohl bald genommen:


      Rubicon Technology Announces Reverse Stock Split
      Company Release - 05/04/2017 08:00

      BENSENVILLE, Ill.--(BUSINESS WIRE)--

      Rubicon Technology, Inc. (Nasdaq: RBCN) announced today that it filed an amendment to the Company’s Certificate of Incorporation to effect a reverse stock split of Rubicon’s outstanding common stock (“Common Stock”). As a result of the reverse stock split, every ten pre-split shares of Common Stock held by stockholders will automatically be converted into one share of Common Stock. The reverse stock split will be effective for trading purposes as of the commencement of trading on Friday, May 5, 2017. The number of shares of the Company’s authorized Common Stock was also reduced from 40,000,000 shares to 8,200,000 shares. The amendments were recommended by Rubicon’s Board of Directors and approved by the Company’s stockholders at the annual meeting of stockholders held on May 3, 2017.

      Immediately following the reverse stock split, Rubicon’s Common Stock will continue to trade on The NASDAQ Capital Market under the symbol "RBCN" and under a new CUSIP number 78112T206. Rubicon’s transfer agent, American Stock Transfer LLC, which is also acting as the exchange agent for the reverse stock split, will provide instructions to stockholders regarding the process for exchanging stock certificates. Stockholders will receive cash in lieu of any fractional shares resulting from the reverse stock split in a proportionate amount equal to approximately $.78 per pre-split share. The price per share is based on the average closing price of the Common Stock for the 30 trading days immediately preceding the effective date of the reverse stock split.

      The reverse stock split is intended to increase the per share trading price of Rubicon’s Common Stock to satisfy the $1.00 minimum bid price requirement for continued listing on The NASDAQ Capital Market. As previously disclosed, on April 19, 2017, Rubicon received a staff determination letter from the Listing Qualifications Department of NASDAQ informing Rubicon that it failed to regain compliance with this minimum bid price requirement. On April 26, 2017, the Company requested a hearing before a NASDAQ listing qualifications panel regarding its listing, which is expected to be scheduled by NASDAQ within 45 calendar days from the date of the request.

      Based on the Company’s discussions with the NASDAQ staff, Rubicon’s Board of Directors currently believes that effecting the reverse stock split and demonstrating compliance with the minimum bid price requirement during the appeal process would assist the Company in maintaining its listing on NASDAQ. However, Rubicon can provide no assurance that its appeal will be successful even if it regains compliance with the minimum bid price requirement during the appeal process, or that as a result of the hearing, the hearing panel will grant the Company's request for continued listing.

      Additional information about Rubicon’s NASDAQ listing, the reverse stock split, the reduction in authorized shares and the annual meeting is included in Rubicon’s definitive proxy statement filed on April 11, 2017 and its Current Reports on Form 8-K filed on April 24, 2017 and May 4, 2017.
      2 Antworten
      Avatar
      schrieb am 11.05.17 09:06:47
      Beitrag Nr. 70 ()
      Antwort auf Beitrag Nr.: 54.864.787 von R-BgO am 04.05.17 14:45:18
      Ausbuchung
      kam heute
      1 Antwort
      Avatar
      schrieb am 17.05.18 13:25:57
      Beitrag Nr. 71 ()
      Antwort auf Beitrag Nr.: 54.916.772 von R-BgO am 11.05.17 09:06:47
      in Q1-2018
      haben sie den ersten positiven gross profit seit Urzeiten;

      vielleicht kriegen sie doch noch die Kurve?
      Avatar
      schrieb am 02.12.18 13:45:12
      Beitrag Nr. 72 ()
      1 Antwort
      Avatar
      schrieb am 24.03.19 08:15:08
      Beitrag Nr. 73 ()
      Antwort auf Beitrag Nr.: 59.344.322 von R-BgO am 02.12.18 13:45:12
      cash-burn noch rund 1 MUSD; Frage ist: was tun mit der Bilanz?


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