Ministry of Industry and Information Technology: China's optoelectronic industry will shift from the coastal to the inland gradient

Ministry of Industry and Information Technology, Electronic Information Industry Development Research Institute Direct Research Institute CCID Consulting released the Chinese photoelectric industry represented by flat panel display and LED industry has taken shape.

Recently, the “White Paper on China's Photoelectric Industry Map (2011)” published by CCID Consulting, a research institute directly under the Institute of Electronic Information Industry Development of the Ministry of Industry and Information Technology, shows that the Chinese photoelectric industry represented by flat panel display and LED industry has basically taken shape. The overall industrial spatial pattern of the four major regional agglomerations and developments in the Bohai Sea, the Yangtze River Delta, the Pearl River Delta, and the central and western regions. In the future, the spatial evolution of China's optoelectronics industry will present a “gradient transfer from the coast to the inland”.

Four major regions and "one east-one China" industry zone

In October 2010, the State Council formally issued the “Decision of the State Council on Accelerating the Cultivation and Development of Strategic Emerging Industries”, further clarifying that the optoelectronic industry is an important component of strategic emerging industries, including new display devices, LED and other sub-industry industries. All are explicitly mentioned in the national strategic emerging industry planning.

Through the analysis of the output value of China's optoelectronics industry in 2010, the flat panel display industry has initially formed four major industrial clusters: the Bohai Rim, the Yangtze River Delta, the Pearl River Delta, and the Midwest; the LED industry mainly gathers in the Bohai Rim, the Yangtze River Delta, and the Pearl River Delta. Large area.

Among them, the Bohai Rim region has formed an optoelectronic industry cluster centered on cities such as Beijing, Tianjin, Dalian, and Jinan, which has a leading domestic scientific research environment and provides intellectual protection for the development and upgrading of the industry.

The Yangtze River Delta region currently has the largest photovoltaic industry cluster in the country and has taken the lead in the country in terms of R&D, manufacturing, and application. The country's largest liquid crystal module industry base is located in Suzhou, Shanghai, Nanjing and other places. In the field of LEDs, the Yangtze River Delta is one of the areas where China developed LED earlier. It has two national semiconductor lighting engineering industrialization bases in Shanghai and Yangzhou.

The Pearl River Delta region is an important electronic machine production base in China, especially in the LED field. The Pearl River Delta is the largest LED packaging base in the country. At present, Guangdong's LED packaging production accounts for about 70% of the country's total, accounting for about 50% of the world's total. Industry scale leads the country.

At the same time, under the strong promotion of the government in the central and western regions, cities with good industrial foundations such as Nanchang, Hefei, Wuhan, and Chengdu have a natural advantage to undertake the transfer of electronic information manufacturing industries in the Yangtze River Delta, Pearl River Delta and other eastern regions. A leaping development has been achieved.

Institutional analysis believes that with the increasingly tense industrial resources in the eastern coastal areas and the orientation of national policies, the photoelectricity industry has continued to accelerate the transfer of space in the country. At present, the industrial layout of the “one east, one middle” two belts is basically formed, namely Photovoltaic industry from Chengdu to East Hefei, “Central Industrial Belt”, and “Eastern Industrial Belt” from optoelectronics industry from Dalian to Zhuhai in the north.

Agglomeration Mode Creates Optoelectronic Industry Cluster

In the layout of China's optoelectronic industry, whether in the flat panel display industry or the LED industry, the Yangtze River Delta and the Pearl River Delta are undoubtedly two important industrial clusters. To analyze the industrial models in two regions, clustering and cluster-based development are undoubtedly the “magic weapons” for creating two major industrial clusters.

Among them, the Yangtze River Delta region currently has the nation's largest optoelectronic industry cluster, and has taken the lead in the country in terms of various industrial chain links such as R&D, manufacturing, and application. The Yangtze River Delta region has the largest LCD module industry base in the country, located in Suzhou, Shanghai, Nanjing and other places. In addition, it also has several high-generation LCD panel production lines such as Tianma, Longteng Optoelectronics, Zhongdian Panda, and Samsung (under construction).

In order to create a complete optoelectronic industrial chain, as one of the regions with the largest LCD module industry base in the country, the Jiangsu Provincial Government has issued a series of preferential policies to attract upstream and downstream industry manufacturers to enter, with the implementation of a large number of optoelectronics industry core projects. With the entry of photoelectric leading enterprises, Jiangsu will form a large-scale optoelectronic industry cluster.

At present, the optoelectronic industry complete industrial chain of “optoelectronic equipment—upstream raw materials—liquid crystal panel—whole machine” has been formed in Jiangsu Optoelectronics Industrial Park. Driven by policy encouragement and supply chain integration, Jiangsu has formed an optoelectronic industry with annual output value of hundreds of billions from glass substrate manufacturing to control circuits, backlight modules, display module processing, complete machine production, and parts manufacturing. Gathering area.

In the Pearl River Delta region in the southeastern part of Guangdong Province, Guangdong Province has actively deployed the upstream industrial chain of the optoelectronics industry, and by virtue of its advantage in the downstream electronics manufacturing industry, it has further enhanced its industrial competitiveness. The country’s important electronics manufacturing base has been formed. At present, Guangdong Province has initially formed LCD and OLED industrial bases based in Guangzhou, Foshan, Shenzhen, Shanwei, and Dongguan, and LED industrial bases such as Dongguan, Shenzhen, Huizhou and Jiangmen. Especially in the LED field, the Pearl River Delta is the country's largest LED packaging base. At present, Guangdong's LED packaging production accounts for approximately 70% of the country's total, accounting for approximately 50% of the world's total, and its industrial scale is leading the country.

Shenzhen is the largest LED packaging and application production gathering area in China. From the point of view of corporate agglomeration, LED companies in Shenzhen are distributed in the upstream substrate materials, epitaxial wafers, midstream chips, packaging, downstream applications and supporting materials, processing and testing equipment and other links, has formed a relatively complete domestic industrial chain, and in the industry The chain has formed a certain industrial agglomeration in the middle and lower reaches.

Gradient transfer trends from coastal to inland will be presented

CCID Consulting believes that the spatial evolution of China's optoelectronics industry will have the following features.

First of all, continue to undertake the transfer of optoelectronic industries in advanced foreign countries. The industry continues to shift to areas with lower costs and closer demand, which is a continuous path for the development of the global electronic information industry. With the continuous advancement of product technology and industry development, the optoelectronics industry has rapidly emerged and continues to follow the basic path of the traditional electronic information industry transfer, and its transfer process has been more rapid and the level of transfer has been continuously improved. With the acceptance of foreign optoelectronics industry, the scale of China's optoelectronic industry will continue to increase, and the industrial structure will continue to be optimized.

Second, the evolutionary trend of "gradient transfer from the coast to the inland" is presented. Photovoltaic industry has high requirements for capital, policies, land, electricity, etc. Therefore, the redistribution of domestic optoelectronic industry resources has prompted companies to invest in optoelectronics industry is gradually showing a "transfer from the coast to the mainland" situation. Some inland cities with relatively developed economy and good industrial supporting environment will be the first to undertake the transfer of optoelectronic industries. As these cities continue to enhance the radiation power of their neighboring industries, the regional industrial supporting environment will continue to be optimized, which will further promote optoelectronics. Industrial layout in the Mainland. With the constant expansion of this radiation effect, the layout of the optoelectronic industry will also show a trend of gradient development.

Third, the will of the local government will become one of the driving forces for industrial convergence. For the development of China's optoelectronics industry, local governments have played a huge role in policies, funds, and land. It is precisely because of the strong will of local governments to develop optoelectronics industry that to a certain extent has promoted industrial agglomeration.

The role of the government in the development of the optoelectronics industry is determined by the high-tech and high-investment characteristics of the optoelectronics industry. In particular, for the early stage of industrial development, the government's role is even more pronounced. Therefore, this feature also determines the spatial evolution of the optoelectronics industry to some extent.

Fourth, the development of industries in different regions will gradually exhibit a certain degree of differentiation. In the process of industrial agglomeration, industries in different regions will gradually form a certain degree of differentiation, and the focus of industrial development in different regions will be focused. With the country's emphasis on industrial planning, the future layout of the optoelectronic industry will be more scientific, standardized and reasonable.