Core Tip: In the production workshop of CSOT T7 project and the first phase of the eleventh generation ultra-high-definition new display device production line, display panels are being continuously produced on the automated production line. From the first bright project in 2010, which started in a wasteland, to the second phase of CSOT T7 project planned to be completed and put into production this year, and strive to achieve full production within the year, CSOT has witnessed and led the growth of the ultra-high-definition video display industry in Guangming District. , and met a large number of "partners" who can walk side by side firmly.
In the production workshop of Huaxing Optoelectronics T7 project and the first phase of the eleventh generation ultra-high-definition new display device production line, display panels are constantly being produced on the automated production line. From the first bright project in 2010, which started in a wasteland, to the second phase of CSOT T7 project planned to be completed and put into production this year, and strive to achieve full production within the year, CSOT has witnessed and led the growth of the ultra-high-definition video display industry in Guangming District. , and met a large number of "partners" who can walk side by side firmly.
In 2021, the ultra-high-definition video display industry in Guangming District will achieve a GDP of over 80 billion yuan, and the shipments of large-size panels of ultra-high-definition video display will top three in the world. The ultra-high-definition video display industry has become one of the pillar industries in Guangming District. As the country's leading ultra-high-definition video display industry center, Guangming District is forming a full industrial chain covering upstream material equipment, midstream panel manufacturing and downstream applications.
To seize the golden opportunity period for the coordinated development of the entire chain of the ultra-high-definition video display industry, Guangming District is actively deploying and is striving to build a core leading area of the ultra-high-definition video display industry.
The leader leads the local matching of key materials
rate increased significantly
Ultra-high-definition video is a new round of intergenerational evolution of video technology following analog, standard-definition, and high-definition. It is equivalent to 5G and artificial intelligence as an important development direction of the current new generation of information technology. Accelerating the development of the ultra-high-definition video industry can directly drive the overall replacement of industrial chains such as smart terminals, network communications, display panels, and chips, promote content prosperity and application innovation, and form trillion-level emerging industry clusters.
my country has now become a major country in the global display industry. Chinese enterprises represented by TCL Huaxing have gradually established a competitive advantage in the display field through continuous launching of new projects, construction of new production lines, and ten-year strategic layout and persistence, breaking the history of "less screen" in one fell swoop. Realized from no "screen" in the air interface to a wave of good "screens", the self-sufficiency rate of China's TV panels has increased from the initial 2% to more than 90% in 2020.
CSOT has also created the eye-catching "Shenzhen Speed" in the global industry. The first phase of the project took only 19 months from piling construction to the start of mass production. In the past five years, CSOT's Gen 8.5 line has also become the largest and most efficient Gen 8.5 line in the global LCD panel industry, which has effectively changed the passive situation of "less screens" in my country's color TV industry.
The "capable" Huaxing Optoelectronics has grown and grown in this industrial hot spot in Guangming District. The high-definition video display industry in Guangming District gathers display panel and module companies such as TCL Huaxing Optoelectronics and Leybold Hi-Tech, upstream raw material companies such as Sanlipu, Nitto Optical, Asahi Glass, and downstream brand manufacturers such as Hemiao Communication. , polarizer, filter, module to display, panel display industry chain development path of the whole machine.
The strong leading effect of CSOT has attracted upstream and downstream enterprises to continuously gather in Guangming District. At the 2022 Bright Investment Promotion Conference held on July 6 this year, 40 projects were signed and negotiated. The contracted Hengmei Optoelectronics Co., Ltd. (hereinafter referred to as "Hengmei Optoelectronics") is aimed at the cluster effect of the ultra-high-definition video display industry in Guangming District. Hengmei Optoelectronics is mainly engaged in the research and development, production and sales of display materials such as polarizers, optical functional films, and optical compensation films. It is an upstream enterprise in the Huaxing Optoelectronics industry chain. Business Director Tan Zhimin introduced that the company plans to settle in the CSOT High-Generation Panel Industry Supporting Project Industrial Park, and plans to build a production base for polarizers, optical functional films and other products. , which is conducive to reducing costs for enterprises, and we are very optimistic about the development of Guangming.”
Phoenix Advanced Manufacturing Park Planning
The land area is 13.23 square kilometers
At present, my country's ultra-high-definition video display industry is showing a good development trend of rapid growth in demand, continuous breakthroughs in key technologies, global leading terminals, and accelerated application expansion.
Shenzhen, which has a good industrial application foundation, has a huge pan-display terminal manufacturing industry and application market, which is conducive to incubating new application scenarios and technologies in industries such as medical and health care, intelligent transportation, culture, education and entertainment, and further promotes the popularization of ultra-high-definition video display.
In June 2022, in order to promote the high-quality development of ultra-high-definition video display industry clusters, Shenzhen officially issued the "Shenzhen Action Plan for Cultivating and Developing Ultra-HD Video Display Industry Clusters (2022-2025)", which clearly stated: the comprehensive resource endowment of each district. , development environment and location space, implement preferential policies, implement key parks and major projects, and further optimize the layout of industrial space. Guangming District focuses on introducing upstream and downstream supporting resources such as glass substrates, chemical reagents, and liquid crystal materials to create a core leading area for the ultra-high-definition video display industry.
For Guangming District, to build a core leading area of ultra-high-definition video display industry, development opportunities and challenges coexist. As one of the global ultra-high-definition display leaders, TCL CSOT actively deploys new display technologies such as next-generation LED, Micro/Mini LED, OLED, QLED, etc. Its products cover large, medium and small size panels and high-end display applications, driving the upstream and downstream of the new display industry in the region Develop together. Bright Science City focuses on national strategic fields such as information, life, materials, and engineering technology, focuses on the layout of major scientific installations, actively builds a platform for the transformation of achievements and industrial innovation in future emerging industries such as the ultra-high-definition video display industry, and promotes the research and development of cutting-edge display technologies.
In addition, the guarantee of industrial space is also one of the advantages of Guangming District. According to the work deployment of Shenzhen's 20 advanced manufacturing parks, Guangming District actively plans to build four advanced manufacturing parks, among which the Phoenix Advanced Manufacturing Park has a cluster orientation of ultra-high-definition video display, safety, energy saving and environmental protection.
It is understood that the Phoenix Advanced Manufacturing Park is connected to the Outer Ring Expressway in the south, Dongming Avenue in the north, Maozhou River in the west, and Longda Expressway, Guangqiao Road and Guanguang Road in the east, with a planned land area of 13.23 square kilometers. , Asahi Glass and other leading companies in the field of ultra-high-definition video display and Kestar, Angel and other leading companies in the field of safety, energy saving and environmental protection, the construction of Huaxing Optoelectronics display panel production line project, Oufeiguang new photoelectric components production base project, 11th generation TFT-LCD glass Substrate production line construction projects, Angel Industrial Base and other large-scale manufacturing projects.
The author learned from Fenghuang Street that there are many modern industrial parks under construction around CSOT who are willing to develop the ultra-high-definition video display industry. We can focus on CSOT to introduce upstream and downstream supporting enterprises. For the industrial chain links such as sheet metal and tempered glass assembly that have special requirements for building height and load, there are also standard industrial park spaces available for use. The above measures can ensure the supply of industrial space and promote industrial agglomeration and scale.
Create hundreds of billions of ultra-high-definition videos
Display industry clusters
In the report of the fourth party congress of Guangming District, it was clearly proposed to strengthen the three advantageous industrial clusters, including strengthening the ultra-high-definition video display industry cluster, giving play to the leading role of leading enterprises such as CSOT, and accelerating the high-generation panel industry. The construction of major projects such as supporting facilities will attract and gather upstream and downstream supporting enterprises in the industrial chain, enhance the added value of each link of the industrial chain, and create a hundred billion ultra-high-definition video display industry cluster.
Specifically, how to realize the 100 billion-level ultra-high-definition video display industry cluster and create a leading high-end ultra-high-definition video display industry cluster in China?
Guangming District is studying and formulating the "Implementation Plan for the Development of Ultra-HD Video Display Industry Clusters in Guangming District, Shenzhen (2022-2025)" (hereinafter referred to as the "Implementation Plan"), and a draft has been formed. It is initially proposed that by 2025, ultra-high-definition video The main business income of the display industry exceeds 150 billion yuan, and there are 1-2 leading enterprises in the fields of new key display technologies such as Mini LED, Micro LED and OLED, as well as a group of high value-added industries such as core materials, equipment and components. Specialized and special new "little giant" enterprises, manufacturing single champions, and unicorn enterprises in the link will create an important manufacturing highland for the ultra-high-definition video display industry in the world. The innovation system of the ultra-high-definition video display industry has been gradually improved, and breakthroughs have been made in key new display technologies such as 8K, Mini LED, Micro LED, and OLED. obvious improvement. The level of autonomy of core materials and devices and the supporting capabilities of production processes have been significantly improved, and the entire industry chain ecology of ultra-high-definition video display has been improved; demonstration projects of ultra-high-definition video display applications have been built in various fields such as medical health, intelligent transportation, culture, education and entertainment, and industry applications The market size and demonstration effect were further enhanced.
In order to promote the high-quality development of the ultra-high-definition video display industry and accelerate the construction of the core leading area of the ultra-high-definition video display industry, Guangming District also issued "Several Measures of Shenzhen Guangming District to Support the High-quality Development of Ultra-HD Video Display Industry Clusters (Draft for Comments) )", the key support areas include UHD LCD, Micro/Mini LED, printed OLED, QLED and other display panels and modules, glass, polarizer, photoresist and other core display materials, testing equipment, cleaning equipment, automation equipment and other key Display equipment and commercial display products for medical and health, intelligent transportation, culture, education and entertainment and other application markets. Specific measures include: supporting the implementation of industrialization projects in key upstream links of the industry chain, supporting the establishment of production lines for core materials and components such as liquid crystals, polarizers, masks, and color filters upstream of the ultra-high-definition video display industry; supporting cutting-edge display technology research In terms of platform construction, in order to meet the major innovation and development needs of the industry, strengthen the research and development of cutting-edge technologies for ultra-high-definition video display, and focus on applying basic research in cutting-edge technology fields such as light field display, new optoelectronic materials and devices.
