01

basic situation

The optoelectronic industry mainly refers to related industries derived from the three major theories of optics (geometric optics, wave optics, and quantum optics) and industries that are combined with other physical disciplines (electrical sciences). At present, the optical concept industry has broken through the trillion-level scale in the world, and it has very broad applications in the fields of industry, consumption, national defense, and medical treatment.

The optoelectronic industry is mainly divided into three directions: traditional optics, mainly geometric optics and wave optics, mainly involve the transmission and perception of light, and the main industrial applications derived from this part are concentrated in the vision industry, lens lenses, optical instruments, etc.; quantum optics mainly Linked to the energy of light, it mainly involves the application of the laser industry in different fields; most other optical industrial applications are mainly concentrated in other integration directions such as photoelectric combination, including photoelectric display, optical storage, optical computing, etc.

02

Industry chain

The optoelectronic industry is subdivided into various industries, including lasers, optical instruments, optical inspection, industrial vision, spectroscopy, LED industry, infrared industry, photovoltaic industry, smart projection new display, etc. There are big differences between each other.

The upstream and downstream of the industry will vary according to different directions, but in general, the upstream of the industry chain is raw materials, including light sources, luminescence, auxiliary materials, lenses, etc. The midstream is the component where the difference is the largest, and the downstream is the application product. .

Because the optoelectronic industry is huge, competition in different directions and sub-sectors is not the same. Photovoltaic industry, LED industry, optical materials, optical modules, etc. have entered a mature stage, while laser, optical sensing, optical detection, smart projection, etc. All are in a high-speed growth period. Optical computing and optical storage are in the early stages of industrialization.

The market performance is different at different stages of industry development. For example, in 2019, the economic climate has declined, and the output value of photoelectric products such as display panels, consumer image products, lighting, and solar energy have all fallen. However, the output value of optoelectronic applications such as communications, life sciences, and security has grown against the trend.

03

Industry distribution

Since the field of optoelectronics was technology-intensive during its development period, industrial clusters were formed in places where universities and research institutes were dense. There are mainly the Yangtze River Delta, the Greater Bay Area, Wuhan Cluster, Fuzhou Xiamen Cluster, Nanchang Shangrao Cluster, and Changchun.

The Yangtze River Delta and the Greater Bay Area are fully developed, including security monitoring, camera modules, magnetic materials, instruments, optical communications, radar, sound and light. Optical waveguides, lasers, etc., from the tall to the assembly line, everything is available. Especially in the Yangtze River Delta, relying on the scientific and educational resources of Shanghai, Nanjing and Hangzhou, and superimposing the strong industrialization capabilities of Suzhou, Wuxi, and Ningbo, the upstream and downstream of the industry, one-stop production, education and research can find suitable opportunities in various fields.

Fuzhou Xiamen leads the way in optical crystals and LEDs. Nanchang Shangrao’s touch screens, under-screen fingerprints, on-board cameras, LEDs, etc., Wuhan’s lasers, fiber optic cables, in contrast, Changchun’s industry is weak, Beijing and Tianjin are slightly better than Changchun, and the technology is good. There are some small and medium-sized enterprises, and large companies. lack of.

04

development trend

Some studies believe that a hundred years after the third industrial revolution, the fourth industrial revolution has begun. This is an intelligent revolution, moving from the consumer electronics era to the consumer photonic era. Its bottom layer is an artificial intelligence algorithm supported by optoelectronic technology. "The 21st century is the century of light" is the consensus of all countries.

At present, optoelectronic applications have begun to exert force in different fields of various industries. Specifically, in the ICT (information and communication technology) industry, photoelectric applications include photoelectric sensing, optical storage, optical computing, optical communications, AR/VR, and New photoelectric display, etc. In smart manufacturing, high-power laser plus light equipment and pulsed laser equipment have entered 3C, photovoltaic, medical and other fields to replace traditional equipment, greatly improving corporate efficiency.

If it is analyzed according to the fields of industry, fire protection, national defense and military industry. Industrial field: Optical applications are concentrated in front-end perception and manufacturing. In order to meet the requirements of cost reduction and efficiency improvement and intelligent production in the industrial field, it is necessary to realize the autonomous controllability of the entire supply chain, and at the same time accelerate the application of advanced products such as industrial vision and laser equipment in industrial scenes. Consumer field: In the context of consumption upgrades, the demand for new generation smart display terminals, virtual consumption, and various new wearable devices maintains high growth. Applications in the industry chain such as photoelectric sensors, optical waveguides, and photoelectric displays will continue to benefit from downstream Demand growth. National defense and military industry: In the space exploration dimension, large aperture, long focal length, large field of view, multi-spectrum, high measurement accuracy, and lightweight are the future development directions; in the military dimension, it integrates photoelectric sensing, high-speed processing, and artificial intelligence. , High-end weapons with memory, analysis, and comprehensive capabilities will be the mainstream in the future.

Academician Jiang Huilin believes that optoelectronic technology will grow at an explosive rate that doubles every year. He summarizes the development trend of advanced optoelectronic technology in the future as "five new" new materials, new processes, new devices, new mechanisms, and new methods. "Five specials" are very small, very large, very fine, express, and very high. "Five More" multi-frontiers, multi-dimensional, multi-spectrum, multi-function, multi-disciplinary. The "Five Modernizations" are informatization, networking, automation, digitization, and intelligence. "Five domains" space exploration, ocean exploration, photoelectric display, medical health, smart city.

05

A few thoughts

Optoelectronics is a huge industry, and its market segments are as small as tens of billions, and large as close to trillions. For example, the LED industry has reached 754.8 billion yuan in 2019 and is expected to exceed one trillion in 2025. The entire optoelectronic industry is an industry with great potential in the future.

It is also temporary that the segmented industries are in different periods, but a small branch of the optoelectronics has temporary talent saturation or slow market growth. For example, the ten-year development path of the photovoltaic industry has undergone a process of vigorous stagnation and then vigorously. 2020 status quo of photovoltaic industry and key enterprises

In the field of advanced physics such as optoelectronics, any progress in research can drive the development of the industry. Conversely, it can also be said that the industry's prospects are more dependent on theoretical or technological breakthroughs.