1. micro-light device industry definition

The micro-light device is the use of electricity.-Various functional devices made by photon conversion effect are the key and core components of optoelectronic technology, and their technological development has a significant impact on the optoelectronic industry and even the entire electronic information industry, representing the cutting-edge research field of modern optoelectronic technology and microelectronic technology.

At present, from the application of micro-optical devices, it mainly includes optical communication devices used in the field of communication. (Optical communication chips, optical communication modules, optical devices, optical passive devices, etc.)and fiber optic cables, used in the display field of liquid crystal display panels,OLEDDisplay panels and other optical display devices, used in the field of lighting.LEDlighting chip,LEDlighting module,OLEDLighting panels and other light lighting devices, used in the field of sensing image sensors, fiber sensors, infrared sensors and other fiber sensor devices.

2. micro-light device industry chain

The industrial chain of the micro-optical device industry can be divided into three parts: upstream, midstream and downstream. The upstream is mainly composed of low-light device materials and low-light device chips. The middle reaches have a wide range of subdivision fields, including optical communication devices, communication optical fiber cables, optical sensor devices, optical lighting devices, optical display devices and low-light device packaging. Downstream is smart phones, security, vehicles, camera projection, smart home, aerospace, etc.

Development history of 3. micro-optical device industry

The development process of the micro-light device industry is a process from scratch, mainly due to the strong support of policies and the unremitting efforts of relevant R & D technicians. Specific can be divided into the following stages:

20th century70In the 1990 s, the research activities of micro-optical devices in China sprouted and began the research and development of micro-optical device equipment manufacturing.

20th century80In the 1990 s, China began to introduce foreign advanced low-level optical device technology and equipment, which accelerated the development of the domestic low-level optical device industry.

20th century90In the 1990 s, China has made certain breakthroughs in some low-end and mid-end micro-optical devices, suchLEDchips and display screens, etc., and began to export to the international market.

At the beginning of the 21st century, China has also made significant progress in some high-end low-level optical devices, such as laser diodes and detectors, and has begun to participate in the formulation of international standards.

Since the middle of the 21st century, China has become the world's largest production and consumption market, especially in communications and display.

4. micro-light device industry policy background

The micro-optical device is the foundation and core of optoelectronic technology and one of the important components of the electronic information industry. Starting from the "13th Five-Year Plan", the Chinese government has promulgated a series of policies to support the development of the micro-optical device industry;2018In, the China Electronic Components Industry Association released the "Technology Development Roadmap for China's Micro-Optical Devices Industry". (2018-2022Year)It has effectively led the industrial development orientation, promoted reasonable layout planning, and promoted the upgrading and development of China's micro-optical device industry. Subsequently, the Chinese government has issued relevant policies to continue to support the development of the micro-optical device industry, including the support of research and development funds for the common key technologies of micro-optical device chips, improving the localization rate of core devices and cultivating large enterprises with international competitiveness, so as to promote the sustainable development of the micro-optical device industry.

From2016Since the beginning of the year, the State Council, the Ministry of Industry and Information Technology, the Ministry of Science and Technology and other departments have successively issued policies to support and standardize the development of the micro-optical device industry, covering the technical route for the development of micro-optical devices, the development plan for semiconductors and integrated circuits, and the development proposals for the field of optical thin films.2021Year6Month9On the 1st, the Electronic Information Department of the Ministry of Industry and Information Technology held a "Roadmap for Technology Development of China's Micro-Optical Devices Industry (2023-2027Year) "to prepare the kick-off meeting to open the next five-year technology roadmap.

Development Status of 5. Low-light-level Optical Device Industry

1, China's micro-optical device market scale as a whole is fluctuating.

The micro-optical device is the foundation and core of micro-optoelectronic technology, and is one of the important components of the electronic information industry. In recent years, with the rapid development of smart phones, security, car, camera projection, smart home, aerospace and other fields, the market demand has expanded year by year.

In 2020, as the epidemic is gradually brought under control, the macro economy begins to recover, the state's support for high technology is growing, and market demand is gradually expanding,2020-2022The market size showed an upward trend in the year; according to data from the Champ Consulting Group,2021In, China's micro-device production was12000Billions, more2020Year-over-year rise26.6%，2022In, China's micro-device production was10806Billions, more2021Decreased over the same period in12.2%。

2, China's micro-optical device investment is fluctuating.

According to data from the Champ Consulting Group,2021China's micro-device industry financing reached its peak, a total of financing events occurred.18The total amount of financing23.7Billions of dollars.2021After the year, the heat of China's microdevice industry gradually decreased, the number of financing events began to decline, and the amount of financing fell at the same time.2022Financing events occurred in China's micro-device industry in19from; the amount of financing is19.0Billions of yuan, down from the previous year19.82%。

6. micro-optical device industry competition pattern

1, regional competition: Guangdong representative enterprises are the most concentrated.

From the perspective of the regional distribution of China's micro-optical device industry chain enterprises, the micro-optical device industry chain enterprises are mainly distributed in Guangdong, followed by Jiangsu, Zhejiang, Fujian, Shanghai and other regions; other places, such as Xinjiang, Heilongjiang, Qinghai, Tibet and other provinces, although there are enterprises, but the number is very small.

From the distribution of representative enterprises, Guangdong, Jiangsu and other places have more representative enterprises, mainly Jinfu Technology, Jingfang Technology, Langguang Technology, etc.; at the same time, Zhejiang, Jiangsu and other places also have many excellent micro-optical device manufacturing enterprises, such as Bochuang Technology, Tianfu Communications and so on.

2, enterprise competition: the number of listed companies gradually increased, high-end market vacancies.

The micro-optical device is the foundation and core of micro-optoelectronic technology, and is one of the important components of the electronic information industry. According to the registered capital of enterprises, the micro-optical device industry can be divided3a competitive echelon. Among them, the registered capital is greater10100 million yuan of enterprises have Huagong Technology, Sanan Optoelectronics;5-10Between 100 million yuan of enterprises are: Jingfang Technology, Guangxun Technology, Zhongji Asahi, etc.;5Billions of dollars or less.

Most enterprises in the domestic micro-optical device industry still rely on low-cost competition in the field of low-end devices, lack of core technology and independent brands, and their overall competitiveness is still relatively weak, located at the low end of the industrial chain.2021The number of newly established enterprises in China's micro-optical device industry reached65725home; and2022The number of newly established enterprises in China's microdevices industry reached78000Home, up year-on-year18.7%. As2023Year3Month3The scope of business in China includes, but is not limited to, micro-optical devices in the industry or surviving newly established enterprises mainly distributed among small and medium-sized enterprises, but large enterprises. (Registered funds in1000Ten thousand yuan)The proportion of enterprises above has reached23%, indicating that China's microdevices industry has appeared head aggregation.

Development Prospect and Trend Forecast of 7. Micro-optical Device Industry

1、“fourteen five”Period of high-quality development, the field of micro-optical devices continued to force.

"During the 14th Five-Year Plan period, the national micro-optical device industry will be based on carbon peak, carbon neutral, grasp the development opportunities of the industry, overcome the repeated global epidemic, the severe economic situation, international trade barriers and other adverse effects, continue to deepen the supply-side structural reform, accelerate the promotion of industrial intelligent innovation and upgrading, the overall operation of the industry to improve. According to the Action Plan for the Development of Basic Electronic Components Industry (2021-2023Year)",2023In 2010, the competitiveness of advantageous products was further enhanced, and the level of safe supply of the industrial chain was significantly improved, which was oriented towards intelligent terminals, intelligent terminals, and intelligent terminals,5G, industrial Internet and other important industries, promote the breakthrough of basic electronic components, enhance the supply chain support capacity of key materials, equipment and instruments, and enhance the modernization level of the industrial chain supply chain.

2, China's micro-optical device industry market demand is broad.

With the gradual development of micro-optoelectronic technology, scientific research results are gradually transformed into landing applications; at present, the high-end technology field of China's micro-optical device industry is still a certain distance from the international leading level. In the future, under the combined effect of policy, market and technology, China's micro-device industry will continue to grow steadily.2026The market size is expected to break through20000Billion;2027China's micro-device market reached24943Billion.

3, China's micro-optical device industry competition pattern will be further optimized.

Driven by the capital market, China's micro-device industry will see more mergers and acquisitions, listing financing and technological innovation events, which will help enhance industry concentration and competitiveness. At the same time, under the guidance of the policy, China's micro-optical device industry will accelerate the breakthrough of core technology and the cultivation of independent brands, and narrow the gap with the international advanced level, especially in the high-end field and chip field. According to data from the Champ Consulting Group,2027The self-sufficiency rate of China's micro-device industry will reach80%, in which the self-sufficiency rate in the high-end field will reach50%。