Foshan is presenting a future map of modern manufacturing, and 15 key industries are preparing development plans, of which only 10 are emerging industries.
However, photovoltaic (solar), LED, environmental protection, energy conservation, wind power equipment, bio-pharmaceuticals... These emerging industries are not only the target of Foshan, but other cities have been long-standing. Under the stimulation of local policies, a large amount of investment will inevitably turn to these areas. How can Foshan, “all the way throughâ€, avoid entering the vicious competition with repeated investment and low industrial chain level?
"Our LEDs are now more in package production. There are very few downward technical applications and upward chip development. If the industry cannot expand, it is likely to repeat investment." The development of emerging industries in Foshan last Friday. At the forum, Zhang Tao, vice president of CCID Consulting Co., Ltd., sounded the alarm for the LED industry in Foshan.
How to develop its own characteristics on the emerging industry road will test the wisdom of Foshan policy makers and investors.
Investment boom under national strategy
"The country's investment and the six major projects should be local concerns." Shortly after the speech, Zhang Tao reminded the forum government and business people.
According to reports, in the future, the investment in the six major national electronic information projects will exceed 200 billion yuan, of which the state investment exceeds 20 billion yuan, and it is estimated that the industry will increase revenue by about 1 trillion yuan.
These investments will be concentrated in core industries such as flat panel displays, integrated circuits, and software, accounting for more than 80% of investment. Other areas of support include 3C, information services, audio-visual products, and computers.
There is no such thing. Foshan is preparing development plans for 15 key industries, of which only 10 are emerging industries. Deputy Mayor Wang Ling said that Foshan should accelerate the cultivation and development of new display devices, new light sources, modern information services and other new growth points in the existing industrial base and advantages, and accelerate the formation of the Foshan modern industrial system.
The strategic alignment from the state to the local is helping to boost the investment of enterprises. In January of this year, Zhaoxin Group invested nearly 80 million yuan into three fields of LED packaging, LED lamps and LED power supply, and invested 80 million yuan to cooperate with East China University of Science and Technology to build LED key equipment. At the same time, Qiming Optoelectronics, Guoxing Optoelectronics, and Blue Arrow Electronics have also invested in LED projects, with a total investment of US$28 million.
Photovoltaic solar energy is also unwilling to be lonely. China National Building Material Group invested more than 3 billion yuan to build Guangdong thin film solar energy industry base in Sanshui District, Foshan. It was once the headline of major media.
The upsurge of corporate investment is not difficult to see the government's push. In October, Foshan released the “Foshan Electronic Information Industry Development Planâ€, which plans special plans for four key development directions: LED lighting and solar photovoltaic, modern information service industry, flat panel display and digital home. The South China Sea and Shunde District also released the development goals of the semiconductor lighting and photovoltaic industry in August and September this year.
Homogenization competition in the late-developing regions
The enthusiasm of Foshan cannot hide the fact that Foshan belongs to the late-developing region, whether it is LED or photovoltaic industry.
From the perspective of solar photovoltaic industry layout, Jiangsu, Jiangxi, Sichuan, Guangdong and other regions have formed a certain industrial cluster, which has strong industrial base and advantages in terms of technology reserves, industrial scale and market customers; In the field of lighting, the national semiconductor lighting engineering industrialization bases in Dalian, Nanchang, Xiamen and Shenzhen also have their own advantages and have strong industrial and market competitiveness.
In October, the renovation of more than 6,000 LED street lights in the first phase of Chancheng will be carried out. Local companies such as Guoxing Optoelectronics and Xingfa Group will cut into the LED streetlights. However, the seemingly huge LED lighting market has a late private market. A situation that cannot be opened later.
Not only has the market not yet begun, but these emerging industries have already had concerns about homogenization competition. On September 26, the State Council forwarded 10 departments' "Opinions on restraining overcapacity in some industries and repeating construction to guide the healthy development of the industry", pointing out that overcapacity in polysilicon projects requires strict control of new polysilicon in areas with energy shortages and high electricity prices. The project has put forward a number of requirements for the development of polysilicon projects.
In fact, whether it is the LED lighting industry or the solar photovoltaic industry, Foshan currently presents a pyramid-type industrial structure dominated by downstream industries. Most of the enterprises are concentrated in the middle and lower reaches of the industrial chain and value chain with low technology content. For the upstream core links of the industrial chain and value chain of chips and solar cell materials, there is less involvement.
The lack of core functions in the upstream development of the industry has led to the high dependence of Foshan related industries on the external regions. The overall industry lacks core competitiveness, which seriously restricts the healthy development and continuous upgrading of Foshan related industries.
LED "borrowing core" Taiwan's upstream and downstream expansion into a key
"Transfer of the mainland is an inevitable way for Taiwan's LED companies. This is an opportunity for Foshan to seek cooperation with Taiwan in LED chips." Although the scale of the LED industry has fluctuated in recent years, in the long run, LEDs are A booming industry. Zhang Tao suggested that Foshan should focus on attracting the transfer of Taiwan's LED industry, which coincides with Foshan's ideas.
Breaking the imbalance of the industrial chain
"At present, more than 80% of LED companies in China have only low-end packaging services, including Foshan. The downward technical application and upward chip development are rare. If the industry cannot expand, it is likely to repeat investment." Zhang Tao believes.
From the perspective of the national LED industry chain, there is a great imbalance between the upstream and downstream development of the industrial chain, that is, due to the relatively low capital and technical requirements for downstream packaging and application, and the development of domestic enterprises, the development of industrial links is relatively adequate. The upstream industries such as LED chips and epitaxial wafers have relatively high requirements for technology and capital, so they are involved in fewer enterprises and their development is relatively lagging behind.
"Foshan Electronic Information Industry Development Plan" pointed out that this imbalance has greatly affected the sustainable development capability and core competitiveness of China's LED industry, so further improve the significance of LED industry chain construction on Foshan's optoelectronic industry development. major.
"borrowing core" Taiwan
The introduction of LED chip project is regarded as a breakthrough in the development of Foshan LED industry, and this power comes from the transfer of Taiwan LED industry. "In September, we found that many Taiwanese companies are willing to go to the mainland to develop. We believe that LEDs must go to China. This is an opportunity for Foshan to seek cooperation with Taiwan LED companies."
In fact, Foshan is taking the introduction of InGaN chip and InGaAlP chip technology as a breakthrough, and actively introduces Taiwan LED chip companies such as Guanglei, Yuyuan, Huashang Optoelectronics and New Century Optoelectronics to Foshan to form LED chips, especially high-brightness LED chips. Local supply capacity.
There is still a lot of room for downstream LED applications. From a global perspective, the current use of energy-saving lamps in the EU is only 10%, the United States is only 5%, and China is still less than 1%. At present, the production capacity of all major domestic factories can only meet the demand of about 30% of foreign customers.
In Foshan's view, there is room for cooperation between LED and photovoltaic solar energy. The above plan mentioned that Foshan should fully integrate the advantages of LED and lighting industry, and combine with the emerging solar photovoltaic industry to promote the interrelationship between industries and get out of the characteristic model.
expert:
National power that requires flexibility
Polysilicon has been included in the “yellow warning†area of ​​overcapacity. Fortunately, Foshan is not prepared to smash this “waterâ€.
The China Building Materials Thin Film Solar Cell Project is regarded as a breakthrough in Foshan's photovoltaic solar industry. Foshan is trying to build a supporting industrial chain such as photovoltaic equipment and conductive glass.
In August this year, the Shunde District Government issued the “Interim Measures for Promoting the Development of Solar Photovoltaic Industry in Shunde Districtâ€, focusing on the front-end projects of the photovoltaic industry chain. In the future, the development of photovoltaic industry in this region will focus on industrial integration technologies and applications.
Zhang Tao believes that a big space for the photovoltaic industry lies in its application. “Why are many places unwilling to do this? Because of policy constraints, such as solar power, they cannot enter the public network. Therefore, photovoltaic power generation is now used for places where public networks such as garrisons are difficult to reach.â€
It revealed that such a situation could be improved within two to three years. “Smart grid has entered national planning.†Zhang Tao believes that the country needs flexible power supply and flexible pricing. In the future, the flexibility mechanism of the power grid will inevitably require solar energy, wind energy and other energy sources to make up.
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