How will the five domestic provinces and cities develop the LED industry in the future?
There used to be such a saying: "Chinese LED sees Guangdong". In fact, from the perspective of Shenzhen alone, this city, which has the largest LED listed company industrial cluster in the country, is obviously not an exaggeration.
However, judging from the national situation, many areas with LED industry layout, including Nanchang, Yiwu, Xiamen, etc., and even Shandong Province, which thinks "first launch and then", are increasing. Development intensity……So, what are the development status and future plans of these provinces, cities and regions?
1. Shenzhen: production capacity has shifted and conditions for industrial spillover are available
The LED industry in Shenzhen is synonymous with LEDs in China. It has a complete industrial chain, the largest LED packaging and display production base in China, and the largest LED listed company industrial cluster in the country. According to incomplete statistics, Shenzhen currently has nearly 2,300 semiconductor lighting-related companies, accounting for "half of the country in Guangdong Province" and one-third of the industry in the country. They are mainly concentrated in Baoan, Longhua, Guangming and Longgang. There are more than 800 in Bao'an District. In 2016, the city's LED output value exceeded 170 billion yuan, ranking first in the country. And this output value was only 18 billion yuan ten years ago. In the same period last year, the national LED output value was 521.6 billion yuan, and Shenzhen's output value accounted for nearly one-third.
From the perspective of Shenzhen’s LED industry structure, most companies are concentrated in the LED downstream with lower barriers. Relatively homogeneous competition has also led to the industry’s repeated “shocks” between supply and demand imbalances. Under the influence of factors such as land resources, factor costs, and support policies, the Shenzhen LED industry has experienced a transfer of production capacity. And Shenzhen's advantages in innovation and talents make this city still the center of gravity of the national LED industry. According to reports, the market has undergone adjustments in the past few years and will be more stable in the future. The way out for enterprises is to continue to innovate and get rid of homogeneous competition. At the same time, Shenzhen also has the conditions for the LED industry to spill over. As a national innovation city, Shenzhen seeks to increase per capita GDP. In the future, Shenzhen should become the headquarters and R&D base of the LED industry.
2. Nanchang: Taking LED as the traction to form a cluster of electronic information industry
In the 2017 government work report, it was mentioned that Nanchang will be built into an important national LED industry base. At present, Jingneng Optoelectronics is the third and only domestic LED company with original intellectual property rights in the world. Taking this technological advantage, Nanchang City intends to build Nanchang Optics Valley, accelerate the use of LEDs as the traction, and form the concentration of electronic information industry in Nanchang. At the beginning of this year, the Nanchang Municipal Party Committee and the Municipal Government established the strategy of "Strike the industry, decisively fight the industry", and will speed up the investment promotion, and the undertaking of industrial transfer will be listed as the "Project No. 1". The Nanchang government believes that promoting this transfer is not a simple industrial displacement, but the completion of industrial upgrading and agglomeration at the same time. Nanchang's undertaking of industrial transfer is to combine undertaking transfer with supply-side structural reforms, industrial transformation and upgrading, and actively promote enterprises in developed eastern regions to transfer advanced technologies, latest products and business formats in their industries.
According to reports, Jiangxi Hongli Optoelectronics Co., Ltd., located in Nanchang Economic and Technological Development Zone, is the only production base of Hongli Zhihui Group outside Guangzhou. With a total investment of nearly 1.5 billion yuan, the project will build a domestic large-scale LED industry midstream and downstream supply industrial park. The first phase of the project began construction in August 2015 and was put into operation in August last year. This year, it can achieve sales of 1 billion yuan. At present, Nanchang electronic information industry has formed two complete industrial chains of LED and mobile communication terminal. In the LED industry, a complete industrial chain of core materials, core equipment, upstream chips, midstream packaging and downstream application products has been formed. By 2020, the scale of Nanchang’s LED industry will reach 50 billion yuan; in the mobile communication terminal industry, it can be realized More than 90% of mobile phone parts are supplied in this region and will become an important mobile phone production base in China. In 2016, the city's electronic information industry achieved explosive growth, with a total of 59.79 billion yuan in main business income, a year-on-year increase of 50.1%.
3. Yiwu: Attract 20 billion investment a year to build a new LED industry district
Nowadays, Yiwu, which has the reputation of “World Supermarket”, has a new business card——Light Source Technology Town. The town is located in the northeast of Yiwu, in the provincial-level Information Optoelectronics High-tech Park. Its planning and positioning focus on the development of the semiconductor optoelectronic industry, supplemented by the development and manufacturing of smart home, Internet of Things equipment, and take into account the functions of leisure and tourism, and strive to become the center of the world's LED industry. It is reported that the light source technology town is driven by HC Semitek, Ruifeng Optoelectronics, and Mulinsen's "troika", and its prototype has already appeared. The leaders of the city once said that the light source technology town will form an industrial cluster with an output value of more than 100 billion yuan, and will become the center of the domestic and international LED industry in a few years, which will greatly promote the development of industry-city integration.
According to reports, several large projects of the three leading LED companies of HC Semitek, Ruifeng Optoelectronics and Mulinsen have settled in Yiwu, with a total investment of about 20 billion yuan. The introduction of HC Semitek's Yiwu LED project has filled the gaps in the upstream LED industry chain in Zhejiang Province. The project officially started construction on May 31 last year and has now entered into a "countdown to production". In addition to the Provincial Information Optoelectronics High-tech Park Huacan Optoelectronics Project, the Ruifeng Optoelectronics Yiwu LED Project, which is not far from it, and the Ruifeng Optoelectronics Yiwu LED Project with a total investment of 2 billion yuan, mainly builds LED packaging and testing production and manufacturing bases and domestic advanced New energy projects. The project is constructed in 2 phases, of which the first phase covers an area of 100 mu. At the same time, the Mulinsen LED project with a total investment of 5.5 billion yuan in the same high-tech zone covers an area of 600 acres.
4. Xiamen: Promote the agglomeration of the LED industry and clarify the direction of innovation and development
As a special economic zone, Xiamen has always been an important position for the development of China’s LED industry. Especially in terms of LED exports occupies a great advantage. It is understood that in 2016, Xiamen ranked 13th in the national urban innovation index ranking, and the regional comprehensive innovation index ranked 16th in the country. Xiamen's top-ranked comprehensive technological innovation capabilities are also reflected in the innovation of the optoelectronic industry. Last year, the independent innovation capability of Xiamen Optoelectronics enterprises accelerated, and a number of world-class products and technologies such as the country's first flexible AMOLED display and single-layer graphene emerged. Nowadays, many well-known companies in the entire industry chain have gathered in the Xiamen area, including Xiamen San'an, Xiamen Xinda, Qianzhao Optoelectronics, and Topstar Lighting. Among the representative companies, Sanan Optoelectronics' small and medium power chip products have reached the international leading level in terms of brightness and stability. At the same time, Sanan Optoelectronics has also invested in the R&D and manufacturing of third-generation semiconductors represented by gallium nitride. , To fill the gap in my country's manufacturing process.
Relevant statistics show that the Xiamen LED Industry Base has 28 national, provincial and municipal enterprise technology centers, 9 national, provincial, and municipal key laboratories, 8 national postdoctoral workstations, and 8 national, provincial, and municipal key laboratories. Municipal Engineering Technology Research Center, as well as the first domestic professional testing organization for LED application products —— platforms such as the National Semiconductor Light Emitting Device (LED) Application Product Quality Supervision and Inspection Center. According to analysis, during the "13th Five-Year Plan" period, Xiamen's LED industry chain is expected to exceed 100 billion yuan. Xiamen's "13th Five-Year Plan" also pointed out that it will enhance the development level of the optoelectronic lighting industry, deepen and extend the LED and other energy-saving lighting industry chain and expand the high-end links of the value chain, and give full play to the "National Semiconductor Lighting Engineering Industrialization Base". Leading position to promote the agglomeration and development of the LED industry. At the same time, it points out the direction of industrial innovation and development, and will vigorously develop LED epitaxial chip substrate materials, new packaging technologies and processes, high-end lamps and intelligent lighting systems, and LED applications in special fields (such as agricultural lighting, forestry lighting, and medical lighting).
5. Shandong: Catching up quickly and increasing the promotion of LED high-efficiency lighting products
Previously, a key content was determined at the Energy Conservation Conference held in Shandong Province, that is, the task of energy saving and consumption reduction during the economic adjustment period continued to increase. For the lighting source, which is a large consumer of electricity, the main lighting energy consumption field should be increased in LED efficiency. Promotion of lighting products. Data shows that the demand for LED products in the Shandong market can account for 8%-10% of the country's total demand, making it the second largest market in the country. However, most of the LED products currently used in Shandong come from regions outside the province such as Guangdong, and local companies have very few market shares. It is understood that Shandong Province was the first to overcome technical problems in the field of commercial LED lighting, and gave birth to the world's first road to use LED lighting in Weifang City, Beihai Road. Although “hands-on” was the earliest in the two major application areas of LED lighting public transformation and commercial use, it had a first-mover advantage, but it could not be transformed into a market advantage.
Analysis pointed out that this has something to do with weak corporate expansion capabilities and relatively conservative government promotion. However, Shandong has a good economic foundation, a large population, and has been working hard in the field of energy saving and consumption reduction. In the next three to five years, the industry generally believes that it will be a concentrated area of LED consumption. According to reports, this year Shandong Province will increase the promotion of LED high-efficiency lighting products in the area of major lighting energy consumption. In order to allow this work to "pull a hand" and "support a hand" of local enterprises, the Provincial Economic and Information Commission, in conjunction with the Provincial Department of Finance, the Provincial Department of Housing and Urban-Rural Development, and the Provincial Department of Transportation, formulated the "Shandong On the basis of the "Promotional Action Plan for the Promotion of Energy-Efficient and Energy-saving Semiconductor Lighting Products". In addition, in the first half of this year, the Provincial Economic and Information Commission will also increase promotion efforts jointly with relevant departments in the province to help enterprises establish industrial alliances.
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