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2024-07-18 08:26:27 Source: Champu Consulting Visits:0
1. micro-light device industry definition
微光器件是利用电-光子转换效应制成的各种功能器件,是光电子技术的关键和核心部件,其技术发展对光电子产业乃至整个电子信息产业产生重大影响,代表着现代光电技术与微电子技术的前沿研究领域。
当前,从微光器件的应用来看,主要包括应用于通信领域的光通信器件 (含光通信芯片、光通信模块、光有缘器件、光无源器件等)and fiber optic cables, used in the display field of liquid crystal display panels,OLED显示面板等光显示器件,应用于照明领域的LED照明芯片、LEDlighting module,OLED照明面板等光照明器件,应用于传感领域的图像传感器、光纤传感器、红外传感器等光纤传感器件。
二、微光器件行业产业链
微光器件行业的产业链可以分为上游、中游和下游三个部分。上游主要由微光器件材料、微光器件芯片组成;中游细分领域较为广泛,有光通信器件、通信光纤光缆、光传感器件、光照明器件、光显示器件以及微光器件封装等;下游则是智能手机、安防、车载、照相投影、智能家居、航空航天等。
三、微光器件行业发展历程
微光器件行业的发展过程是从无到有的过程,主要得益于政策的大力支持以及相关研发技术人员的不懈努力。具体可以分为以下几个阶段:
20th century70年代,中国微光器件研究活动萌芽,开始了微光器件设备制造的研发之路。
20th century80年代,中国开始引进国外先进的微光器件技术和设备,加快了国内微光器件产业的发展。
20th century90年代,中国在一些低端和中端微光器件领域取得了一定的突破,如LED芯片和显示屏等,并开始出口到国际市场。
21世纪初,中国在一些高端微光器件领域也实现了重大进展,如激光二极管和探测器等,并开始参与国际标准制定。
21世纪中期至今,中国在各个细分领域都有了较强的竞争力,尤其是在通信和显示方面,已经成为全球最大的生产和消费市场。
四、微光器件行业政策背景
微光器件是光电子技术的基础和核心,是电子信息产业的重要组成部分之一。从“十三五“规划开始,我国政府颁布一系列政策支持微光器件产业的发展;2018年,中国电子元件行业协会发布《中国微光器件产业技术发展路线图 (2018-2022Year)》有力引领了产业发展导向、促进合理布局规划,推动我国微光器件产业升级发展。随后,我国政府陆续出台相关政策继续扶持微光器件行业的发展,包括对微光器件芯片共性关键技术的研发资金的支持、提高核心器件国产化率和培育具有国际竞争力大企业等,推动微光器件行业的持续发展。
自2016年以来,国务院、工信部、科技部等多部门都陆续印发了支持、规范微光器件行业的发展政策,内容涉及微光器件发展技术路线、半导体与集成电路发展规划、光学薄膜领域发展建议等内容。2021Year6Month9日,工业和信息化部电子信息司指导召开了《中国微光器件产业技术发展路线图(2023-2027年)》编制启动会,开启下一个五年的技术路线图。
五、微光器件行业发展现状
1、中国微光器件市场规模整体呈波动态势
微光器件是微光电子技术的基础和核心,是电子信息产业的重要组成部分之一。近年来,随着智能手机、安防、车载、照相投影、智能家居、航空航天等领域的飞速发展,市场需求逐年扩大。
2020年随着疫情逐步得到控制,宏观经济开始复苏,国家对高新技术的支持力度不断增长,市场需求逐渐扩大,2020-2022年市场规模呈现上涨态势;根据尚普咨询集团数据显示,2021年,中国微光器件产量为12000亿只,较2020年同期上升26.6%,2022年,中国微光器件产量为10806亿只,较2021年同期下降12.2%。
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.2021年后我国微光器件行业热度逐渐降低,融资事件数开始下降,融资金额同时下跌。2022年我国微光器件行业发生融资事件19from; the amount of financing is19.0Billions of yuan, down from the previous year19.82%。
6. micro-optical device industry competition pattern
1、区域竞争:广东代表性企业最集中
从我国微光器件产业链企业区域分布来看,微光器件产业链企业主要分布在广东地区,其次是在江苏、浙江、福建、上海等地区;其余地方,如新疆、黑龙江、青海、西藏等省份虽然有企业分布,但是数量极少。
从代表性企业分布情况来看,广东、江苏等地代表性企业较多,主要有锦富科技、晶方科技、郎光科技等;同时浙江、江苏等地也拥有不少优秀的微光器件制造企业,比如博创科技、天孚通信等。
2, enterprise competition: the number of listed companies gradually increased, high-end market vacancies.
微光器件是微光电子技术的基础和核心,是电子信息产业的重要组成部分之一。微光器件行业依据企业的注册资本划分,可分为3个竞争梯队。其中,注册资本大于10亿元的企业有华工科技、三安光电;注册资本在5-10亿元之间的企业有:晶方科技、光迅科技、中际旭创等;其余企业的注册资本在5亿元以下。
国内微光器件行业中大部分企业仍然依靠低成本在低端器件领域竞争,缺乏核心技术和自主品牌,总体上的竞争力仍较为薄弱,位于产业链的低端。2021年中国微光器件行业新成立企业数数达到65725家;而2022年,中国微光器件行业新成立企业数达到了78000家,同比上涨18.7%。截止到2023Year3Month3日,我国经营范围包括但不限于微光器件的在业或存续的新成立企业主要分布在中小企业之间,但大型企业 (注册资金在1000Ten thousand yuan)以上的企业占比达到了23%,说明中国微光器件行业已出现头部聚集。
七、微光器件行业发展前景及趋势预测
1、“fourteen five”时期高质量发展,微光器件领域持续发力
“十四五”时期,全国微光器件行业将立足碳达峰、碳中和,把握行业发展机遇,克服全球疫情反复、经济形势严峻、国际贸易壁垒等不利影响,持续深化供给侧结构性改革,加快推进产业智能创新升级,行业运行整体向好。根据《基础电子元器件产业发展行动计划 (2021-2023Year)》,到2023年,优势产品竞争力进一步增强,产业链安全供应水平显著提升,面向智能终端、5G、工业互联网等重要行业,推动基础电子元器件实现突破,增强关键材料、设备仪器等供应链保障能力,提升产业链供应链现代化水平。
2、中国微光器件行业市场需求广阔
随着微光电子技术的逐步发展,科研成果逐渐转化落地应用;当前,我国微光器件行业的高端技术领域相较于国际领先水平还有一定距离。未来,在政策、市场、技术等合力的作用下,中国微光器件行业将持续稳步增长,预计2026年市场规模有望突破20000亿只;到2027年,中国微光器件市场规模达到24943亿只。
3、中国微光器件行业竞争格局将进一步优化
在资本市场的推动下,中国微光器件行业将出现更多的并购整合、上市融资和技术创新的事件,有利于提升行业集中度和竞争力。同时,在政策的引导下,中国微光器件行业将加快核心技术的突破和自主品牌的培育,缩小与国际先进水平的差距,尤其是在高端领域和芯片领域。据尚普咨询集团数据显示,到2027年,中国微光器件行业的自给率将达到80%,其中高端领域的自给率将达到50%。
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