Opportunities for cooperation and development of optoelectronic industry in Guangdong and Taiwan in the new era

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 recent years, with the deepening of cross-strait economic and trade exchanges, especially on the recent cross-strait "three links" agreement signed, has brought new development opportunities for cross-strait economic and trade exchanges, economic cooperation mechanism of cross-strait construction of long-term stability, expand cross-strait economic and trade cooperation, has important significance to deepen cross-strait economic and trade cooperation.

Guangdong optoelectronic industry upstream industry chain is weak

"11th Five-Year" period, Guangdong's overall manufacturing industry is in a critical period of upgrading, foster industrial transfer and emerging industries has become an important aspect of industrial development in Guangdong, LED, flat panel display and solar cell as the new direction of industrial development in Guangdong has become the focus in the field of photovoltaic industry, the development of Guangdong optoelectronic industry, it is with their own reality, using high technology to transform traditional industries, realize the upgrading of traditional industries.

In the field of LED industry chain, at present, Guangdong, the middle and lower reaches of the packaging and application of a large number of enterprises, but there are small scale, repeated investment, industrial structure is not standardized defects. According to the China Optical Association statistics, as of the first half of 2007, the number of mainland LED packaging companies more than 1000, of which more than 800 in Shenzhen, Dongguan, Guangzhou, Foshan and other Pearl River Delta region. Guangdong is the most concentrated area, LED industry, LED industry chain is perfect, attracted a large number of private enterprises in Taiwan and Hongkong, have entered the capital, at the same time, because of Guangdong's special geographical location, has become the mainland and global LED packaging and industrial applications of the heart, but the vast majority of Guangdong enterprises are LED packaging workshop the factory, enterprise automation level is low, does not have the technology and equipment of core material, mold, production process and device for testing classification packaging, most packaging companies are hand line, can only engage in single lamp, digital, dot products such as manual production and low value-added LED lamp package, so the annual sales mostly in the 1 million yuan, industry concentration is low, no annual output value of 100 million or even more than one billion to have the whole industry advantages of enterprise, enterprise Group and the industry leader.

Now, flat-panel TVs as the representative of the flat panel display industry has become the focus of the rise of the information industry. Guangdong will also be flat panel display industry as a breakthrough in the upgrading of modern industrial system in Guangdong. After the development of nearly two years, the Guangdong area of flat panel display industry cluster trend advantage, Guangdong around the industrial development has its own advantages, is committed to the development of flat-panel industry. The city has Guangzhou, Shenzhen, Dongguan, Foshan, Zhaoqing, Jiangmen, Shanwei etc.. LG PHILPS has settled in Guangzhou, and Foshan has successfully introduced the LCD TV module NO.1 CMO, Zhaoqing, Jiangmen in the upstream R & D and the middle reaches of the panel area has a certain foundation. But from the current development trend of the industry, the lack of key devices such as flat panel display has become a bottleneck in the development of consumer electronics industry in Guangdong, upstream of the LCD module and the panel field behind the Beijing and Shanghai, to maintain strong competitiveness in the future information industry, upstream breaking is imminent.

Experts predict that in 2010, the cumulative amount of solar cells will reach 600MW, equivalent to about 590 thousand tons of carbon dioxide emissions; 2020, total amount of solar cells will reach 30000 MW, the annual 28 million 200 thousand tons of carbon dioxide emissions. Guangdong solar energy production capacity has been ranked first in the world, 72% of the world's solar photovoltaic products manufacturers in Guangdong, Shenzhen and surrounding areas. But the world only the United States, Japan and Germany, only 10 countries have solar cell manufacturing (and the core technology has been mastered quite has a monopoly in the hands of a few companies); but due to the restriction of a serious shortage of silicon materials, high-purity polysilicon materials, 95% rely on imports, so the solar cell the price is high, it is difficult to make solar power prices decline. In addition, the cost of solar cells accounted for 70% of the total cost of the whole system. To reduce the cost of solar power, we must continue to improve the photoelectric conversion rate, and the current photoelectric conversion rate of about 15%, a short time it is difficult to break.

Taiwan optoelectronic industry has strong strength

Taiwan solar photovoltaic industry, optoelectronics, semiconductor, light source and lighting industry, the growth rate is amazing, in 2008 the output value of the photovoltaic industry in Taiwan $63 billion 300 million, in 2011 will exceed $100 billion. 2007 Taiwan photoelectric output accounted for 17% of the global market, the TFT-LCD panel of the global market share of about 42%, ranking first in the world; and the value of LED packaging market share of about 20%, second only to Japan; solar cell was around three, next year or the year after a chance to enter the world's top three.

The Taiwan area is second of the world's largest LED manufacturing, is expected in 2008 the market share of 22% to 25%, the Taiwan area LED manufacturers compared to Japan and Europe trade, its competitive advantage is to create a low cost production capacity, the average production cost can be reduced by 20% ~ 30%. 2008 is expected to be an important development in mobile phones, 7 to 10 inches panel backlight, large size panel backlight, HB LED (High-Brightness LED) and the Chinese market applications. Taiwan LED seal