Guangdong: modern industrial system and the development of Guangdong optoelectronic industry

In order to jointly cope with the global financial crisis, grab a good opportunity to catch big development of Guangdong Taiwan electronic enterprise, Department of information industry of Guangdong Province, the Taiwan Affairs Office of Guangdong Provincial People's government, Zhaoqing Municipal People's Government on December 29, 2008 in Zhaoqing City, jointly organized the "2008 Guangdong and Taiwan optoelectronics industry cooperation and exchange, promote cross-strait cooperation in the development of the photovoltaic industry.

In a certain sense, the process of modernization is the process of economic development and gradual optimization and upgrading of industrial structure driven by the progress of science and technology. The report of the 17th National Congress of the Communist Party of China has made a strategic plan for the development of modern industrial system in view of the outstanding problems in the economic structure of our country.

The formation of the modern industrial system, need to take measures from many aspects, of which the most important is to adhere to the high technological content, good economic returns, low resource consumption, little environmental pollution and human resource advantages into full play of the Chinese characteristics of new road to industrialization, informatization to drive industrialization, promote the informationization with industrialization.

The development of optoelectronic industry in Guangdong is one of the important directions for the transformation of traditional industries and the construction of modern industrial system. At present, the development of Guangdong optoelectronic industry is mainly concentrated in LED, flat panel display and solar cells and other key areas.

The formation of modern LED Industrial Cluster

As an important technology to replace the traditional light source, LED has been paid more and more attention, at present, the LED industry scale, has been in the field of semiconductor light-emitting materials and devices formed from the epitaxial film production, chip manufacturing, packaging to the integrated application of relatively complete industrial chain.

From a technical point of view, with the 90s blue and green light-emitting diodes have been successfully developed in the last century, to achieve a full coverage of the red color to blue color era". LED from epitaxy, chip, packaging technology is becoming more mature; high brightness LED successful development, luminous efficiency of 100 lumens / watt, for the development of LED industry provides technical support.

From the application point of view, the current LED products in the LCD backlight, automotive instrumentation lighting, landscape lighting, special lighting, signal and display five areas show great vitality. At the same time, with the further improvement of luminous efficiency, further decline in the cost of LED into the general lighting applications is also expected to come in the day to. 2007, the global LED market sales of more than $8 billion, reaching $8 billion 610 million.

Mainland LED industry started in the last century in 70s, after more than 30 years of development, has formed the production of LED epitaxial wafer, LED chip, LED chip packaging and LED product applications, such as the complete industrial chain. At this stage, the number of tens of thousands of people engaged in the industry, dozens of research institutions, enterprises more than 4 thousand. In recent years, under the promotion of "national semiconductor lighting project", has formed a Shanghai, Dalian, Nanchang, Xiamen and Shenzhen and other national semiconductor lighting engineering industrialization base. The Yangtze River Delta, Pearl River Delta, Fujian river delta and northern region, become the LED industry development, the gathering place, has formed advantage, supporting capacity, industrial cluster public testing services, effectively promote the development of the whole industry, LED. By 2010, the entire mainland LED industry output value will be more than 100 billion yuan.

Figure 1 2004-2012, LED output growth and forecast (source: CCID Consulting, 2008) from the perspective of the construction industry system, at present, the extension / the upper and middle reaches of the chip area is the capital of powerful enterprises concerned, these enterprises are listed companies (such as LIAN, Jiangxi Changjiang electronics technology, etc.) also there are abundant capital of private enterprises (such as Shenzhen, Xiamen, three century Jingyuan road Dalian America), but in this field at present because of large amount of investment, lack of professional and technical personnel, the development speed is limited; relative to the extension and chip links of high investment, high risk, because the scale of investment in the field of downstream packaging moderate, technical risk is relatively low, and more close to the market, so this field at present in China is developing rapidly, especially in Shenzhen, including The development of Guangdong is the most prominent.

Figure 22007 the proportion of LED in Guangdong province accounted for the proportion of the country (source: CCID Consulting, 2008) Note: including substrate, epitaxy, chip, packaging of the four links, the output value of the above four links simple addition

In addition, in the downstream industry system, namely the application link, the market access threshold is relatively low, is directly facing the terminal market, technology of low risk, low investment and quick recovery, thus become a small capital into the LED industry preferred. At present, such enterprises in Shenzhen, Guangzhou, Xiamen, Ningbo and other places have formed a cluster of industries, and has formed a certain scale of the industry. Among them, in Guangdong, LED in the development of mobile phone backlight, lighting, lighting and other fields in the forefront of the country.

From the point of view of future development, under the guidance of a number of favorable policies, including Mainland China, including LED industry will achieve greater development in Guangdong. Among them, in October 2006, the Ministry of science and Technology launched the "11th Five-Year" semiconductor lighting project "863" plan, the semiconductor lighting industry with more support; the "national long-term science and technology development plan" will be clearly classified as "semiconductor lighting products in key areas and priority themes", put forward "focuses on the research of high efficiency and energy saving, long life the semiconductor lighting products"; according to the "11th Five-Year" plan, the future, will carry out ten major energy-saving projects, the promotion of green lighting, high