At present, the mainland laser industry has reached a scale, forming four major laser industry clusters in the Pearl River Delta, Yangtze River Delta, Central China and Bohai Rim. In this context, more and more enterprises have begun to expand their business fields and scale, and more and more projects have been landed.
According to incomplete statistics of photoelectric sink, in 2022, 48 laser optical projects will be landed, built or put into use. Among them, 90% of the projects involve the laser field.
Look at the region - Hubei Jiangsu has become a popular "foothold"
It is not difficult to see that in 2022, most laser companies are expanding the market scale dominated by Hubei, Jiangsu and other places, such as Han's Laser New Energy Intelligent Equipment Central China Headquarters Project settled in Jingmen, Hubei Province, Nanzhi Core Material Niobium (Tantalum) Lithium Oxide Crystal Industrialization Project settled in Suzhou Changshu, and the high-performance optical chip project of Chunguang Machinery Institute of the President of Chinese Science and Technology settled in Wuxi Huishan. So, what is the "head" of these two places?
- Hubei: Kicking off China's laser technology research and development
Optoelectronic information industry is one of the five major advantageous industries in Hubei Province's breakthrough development, and it is also a characteristic advantageous industry and high-tech industry that Hubei Province focuses on. And "Optics Valley" is the birthplace of China's laser industry - in 1971, Huazhong University of Science and Technology (formerly Huazhong Institute of Technology) set up a laser research group, opening the prelude to China's laser technology research and development. Today, Optics Valley has gathered nearly 300 well-known laser companies, and the domestic market share of the laser industry has exceeded 50% for 11 consecutive years.
Jingmen High-tech Zone is also accelerating industrial transformation and upgrading, and the lithium battery industry is accelerating. Driven by leading enterprises such as EVE Power and Greenmei, leading enterprises in the industry such as Han's Laser have settled down successively, and 3 listed companies such as Changying Precision have signed agreements of intent. Jingmen High-tech Zone now gathers 23 key enterprises in the lithium battery industry, and has formed a full life cycle industrial chain of "basic raw material preparation - key component production - battery cell manufacturing and module packaging - waste battery recycling and reuse". At the end of the "14th Five-Year Plan", the output value of the entire lithium battery industry will reach 1600~180 billion yuan, and the tax revenue will exceed 6 billion yuan.
In addition to Optics Valley and Jingmen, Ezhou is also establishing a manufacturing industry chain. Driven by leading enterprises, the laser equipment manufacturing industry chain has accelerated its formation in Gedian, with an annual output value of about 4 billion yuan, driving the annual output value of the equipment manufacturing industry in the region to exceed 10 billion yuan, covering laser equipment integration, cutters, mechanical parts, electromechanical, machine tool processing and other manufacturing links, forming a laser equipment industry ecological chain.
- Jiangsu: The laser industry is facing a moment of rapid development
In recent years, Jiangsu laser industry has ushered in a moment of rapid development. Jiangsu has become the third laser industry gathering place in China after Guangdong and Hubei and one of the two largest application markets in China, leading the sustainable development of the laser industry in East China. Through this inventory, it can be seen that in 2022, the projects settled in Jiangsu will mainly be concentrated in Suzhou, Wuxi and other places.
The photonics industry is a widely used strategic high-tech industry, as a "key minority" of the modern industrial system, and it is also a high-tech industry that has the conditions to take the lead in achieving breakthroughs in the mainland. In recent years, Suzhou has vigorously developed the photonics industry, and after the establishment of the Yangtze River Delta G60 Laser Alliance, Suzhou will vigorously develop the photonics industry. Suzhou High-tech Zone, where Changguang Huaxin, the Yangtze River Delta G60 Laser Alliance Alliance, is located, has gathered 142 state-level high-tech enterprises in the field of photonics, with an industrial scale of nearly 30 billion yuan.
In 1992, Suzhou High-tech Zone was approved as the first batch of national high-tech zones in China.
From the perspective of industrial base, the zone has a number of high-tech enterprises, gazelles and unicorn cultivation enterprises in the photonics field, of which the number of national-level high-tech enterprises in the photonics field has reached 142.
From the perspective of industrial platform, relying on Soochow University and Nanjing University Suzhou Campus New School of Integrated Circuits to introduce Nanjing University's international advanced technology in the fields of precision photonic integrated chips, the Suzhou Medical Engineering Institute of the Chinese Academy of Sciences fills the domestic gap in high-end optical medical instruments.
From the perspective of innovation factors, enterprises in the region have achieved certain leading advantages in the fields of optical manufacturing, optical communication and optical sensing, and have strong competitive advantages in passive optical communication devices and laser control software.
Then turn your attention to Wuxi. Wuxi Huishan National High-tech Entrepreneurship Service Center relies on domestic and foreign industry-university-research technology platforms to build a professional technology platform with core competitiveness, vigorously develop emerging industries such as graphene new materials, intelligent manufacturing, optoelectronics and integrated circuit semiconductors, and has successfully built a national torch Wuxi Huishan graphene new material characteristic industrial base, Jiangsu Wuxi Huishan intelligent precision manufacturing public innovation community, Jiangsu Wuxi Huishan Optoelectronic Science and Technology Industrial Park and other unique industrial characteristics of professional parks.
Look at the technology - "semiconductors" are gradually expanding
The semiconductor industry is the cornerstone of the digital economy, and the mainland's demand for related products in the semiconductor field is still in a stage of continuous and rapid growth. In the past two years, due to the great environmental impact, domestic related industries have been strongly impacted, which is both a challenge and an opportunity. Take this as an opportunity to promote the development of local innovative enterprises according to demand.
In the project to start operation in 2022, Suzhou Semiconductor Laser Innovation Research Institute will make full use of Changguang Huaxin's existing advantages of high-power semiconductor laser chips to horizontally expand high-efficiency semiconductor VCSEL chips, high-speed optical communication chips, laser lighting, laser display and other directions and fields.
In 2022, the signed investment project - Changguang Huaxin advanced compound semiconductor optoelectronic platform will form an annual output of 100 million chips and 5 million devices, with the production line construction and device packaging capabilities of gallium nitride, gallium arsenide, indium phosphide and other lasers and detector chips, and other high-power semiconductor laser chips and other power chip research and development, packaging and testing capabilities (including the construction of 6-8 inch device packaging and testing production lines).
In addition, there are Juguang Technology pan-semiconductor process photonic application solution industrial base, gallium nitride laser joint laboratory, Xinchen semiconductor laser chip and other projects, all of which highlight the company's development blueprint in the semiconductor field.
At present, the mainland semiconductor industry cluster is gradually taking shape. The collaboration between upstream and downstream enterprises and affiliated enterprises in the industrial chain is gradually increasing, and a mature industrial chain and a good industrial ecology are being built.
Look at the layout - expand horizontally and vertically to unlock a new "industry map"
In order to get more money in the limited market space, enterprises have made every effort to expand their market influence. Some expand production bases in different regions, some expand more application fields, and some actively cooperate with universities to consolidate technology.
From the projects we have counted, in 2022, Han's Laser will build central and eastern China bases in Jingmen, Hubei and Zhangjiagang, Jiangsu, respectively, and invest in intelligent lasers and CNC equipment. The annual sales of the Central China base are expected to exceed 1 billion yuan after all production; The East China base is expected to have annual sales of more than 20 billion yuan after reaching production. Altron Photonics established the Southwest Headquarters and Ultrafast Laser Collaborative Innovation Center in Chongqing, Huagong Laser Construction Shandong Base, Hongshan Laser Construction Yangtze River Delta Headquarters, Pentol Laser Construction Wuhan R&D and Production Base...
Juguang Technology has previously completed the layout of the southeast region and established Dongguan Juguang. In 2022, they plan to invest in healthcare projects, conduct R&D and production of products related to the healthcare business in Guangdong, and transfer some of the currently mature healthcare businesses to Shaoguan for industrialization. Inspur Huaguang continued to deepen the semiconductor and display fields and built a number of landing projects. The main business of Guangyunda is to provide laser services for electronic information and aerospace fields, and in order to serve large customers, it has specially established "Chengdu Aviation Production and Manufacturing Base".
School-enterprise cooperation has always been one of the most willing ways for enterprises to invest in technical research and talent harvesting. In 2022, Ruike Laser cooperated with Wuhan Textile University to create an "employment and entrepreneurship internship base", based on the demand for compound talents in the laser industry, to open special classes and cultivate talents. Changfei Optical Fiber and Guangdong University of Technology have established a joint innovation laboratory to carry out core technology research in large-capacity optical communications, optoelectronic information materials and devices, advanced optical fiber testing instruments, etc., to achieve seamless docking of core technology research and industrialization, and promote research and technology application development in the field of information photonics technology.
Looking at the current market pattern, the competition in all aspects is intensifying, the commercialization of scientific and technological achievements, the industrialization of technology, the level of market share, etc., are these the "drivers" of the situation change? Perhaps. Hold the lifeblood of key core technologies in your hands, form new competitive advantages, and further improve the comprehensive strength of science and technology, so as to achieve innovative development "overtaking on curves".
From: Optoelectronic Sink
Reprinted by Chen Changjun of the Yangtze River Delta G60 Laser Alliance