On February 17th, in the current situation of rapid technological iteration and industrial transformation, how to seize the opportunity to upgrade the industrial level determines the core strength of regional economy in the new round of competition. With the progress of digital technology, the new display industry has increasingly become a strategic and leading industry in national economy and social development. Hefei grabs the opportunity of national strategic emerging industry cluster construction, and actively expands the hundred-billion-level new display industry layout. "Core screen steam combination" has become a phenomenon-level industrial landmark.
Under the background of increasingly complex international industrial environment, what risks and challenges are faced by the development of new display industry? How to promote the virtuous circle of science and technology, industry and finance and promote the continuous optimization and upgrading of industries through coordinated efforts of efficient market and competent government? Around the above problems, the reporter visited hefei new display industrial base and industry experts.
From "lack of core and less screen" to "core and screen vapor combination", continue to optimize the industrial ecology
The development of modern industrial system and the optimization and upgrading of economic system are inseparable from the cultivation of industrial ecology.
As one of the nation's largest home appliance industry base, has experienced a "lack of screen and core" the pain of hefei cling to a new round of global industry change opportunities, in recent years, anchor the vapor screen or "core" strategic direction, to explore the "leading enterprises, major projects, industry chain, industrial clusters" of the path of industrial development, continuously improve the new display industry ecology.
"The new display industry technology iteration is very fast, to mark the development of new display technology around the world, the industry development is not to advance." Xu Bin, deputy director of the Management Committee of Hefei Xinzhan High-tech Zone, said that with the industrial chain as the core, we have explored the scientific research chain forward and opened up the capital chain backward. In recent years, we have carried out a forward-looking layout centering on advanced technologies and continuously improved the industrial agglomeration level and core competitiveness.
In the hefei new display industry base of core - hefei xinzhan high-tech zone, offer the including boe, d cigna, the United States, corning, collection into crystal, hefei xin yi hua, nearly hundred, form a complete set of upstream and downstream enterprises of key materials, drive chip, terminal products by the "chain" to "group", the new display scale in the domestic industry as a whole in the first phalanx.
Zhang Haitao, CEO of Hefei Xinyihua Intelligent Machine Co., LTD., told reporters: "Core equipment is controlled by people, which is the bottleneck restricting the domestic semiconductor chip and new display industry to leap forward to the high-end value chain. Aiming at the 'bottleneck' problem of key equipment in the industry, we have made collaborative innovation with boe and other enterprises to accelerate breakthroughs in key core technologies. We have successively completed the RD and application of key equipment such as 10.5g clean handling robot, OLED evaporation and packaging system, and large-size panel Mini-LED massive transfer equipment to fill the lack of core equipment in the upstream of the industry."
National Engineering Laboratory for Special Display Technology, Hefei Innovation Research Institute of Beihang University, Rainbow Glass Substrate National Laboratory... With the construction of a comprehensive national science center as an opportunity, Hefei is accelerating the gathering of scientific and technological innovation resources, promoting scientific and technological innovation to "lay eggs along the way", and facilitating the cross-border integration of scientific discovery, technological invention and industrial development.
Boe has made breakthroughs in printing OLED 8K display technology, ding Material Technology has independently developed color photoresist to fill the domestic gap, and Quantum dot material developed by Hefei Funa has broken the international monopoly, taking science and technology self-reliance and self-improvement as strategic support for industrial development. Through the combination of a number of policies, such as the opening of the list and subsidies for the first set of equipment, Hefei has carried out scientific research on common industrial problems and advanced technologies to improve the local supporting capacity of the industrial chain.
In 2020, the local purchase amount of Hefei New Display Industrial Base exceeded 10 billion yuan, and the process of localization replacement was steadily accelerated.
Driven by technology iteration and demand pull, flexible display is becoming the focus of new display industry in the world.
Under the mechanism of "base plus fund" blessing, hefei core panel industry investment fund, hefei screen co., LTD., hefei and financial investment co., LTD and d cigna leading enterprises such as cooperation, take flexible track display industry, aiming at the full screen, high-end folding front direction, low power consumption, etc., forward-looking technology layout.
Camera under the screen, smart wearable devices, intelligent cockpit full of science and technology... In the exhibition hall of Hefei Visino Technology Co., LTD., cutting-edge flexible display technology and future-oriented terminal applications collide with dazzling sparks, showing the infinite possibilities of industrial integration.
"The sixth generation of Hefei all-flexible AMOLED production line is the largest all-flexible AMOLED production line invested by Vincino in China, with a total investment of more than 40 billion yuan and a design capacity of 30K/ month, which has been delivered in mass production." Zhang Ming, general manager of Hefei Vaxino Technology Co., LTD., said that Hefei has a sound industrial ecology and supporting policies, and is geographically close to the downstream users of the Yangtze River Delta, which facilitates us to cooperate with upstream and downstream enterprises to carry out technological innovation and product innovation.
With key enterprises driving the coordinated development of the upstream and downstream of the industrial chain, Hefei is constantly upgrading the industrial chain to accumulate new driving forces for high-quality development.
"Looking ahead to the future, we will attract a number of enterprises around the upstream and downstream of the flexible display chain in 2022 to further expand the flexible display industry chain." Cheung said.
Adhering to the leading role of enterprises in innovation, Hefei supports leading enterprises to lead the construction of high-level new RD institutions and innovation consortions through policy guidance. The special fund for the new Display Industrial Base gives priority to enterprises' technological RD investment, with the proportion of support up to 50 percent , so as to fully activate the innovation vitality of enterprises.
Focus on printing, film polymer materials, micronano laser frontier, the display industry, such as hefei and USTC, buaa, hfut 21 universities institutes such as extensive technical cooperation, to attract technology companies and high-level talent team, at the same time, encourage the cooperation between colleges cultivate talents, internship training adopts engineering alternation and "the double teacher" teaching, Nearly 4,000 highly skilled personnel have been trained.
At present, hefei's new display industry cluster has 85 technological innovation platforms at or above the municipal level, and the rd investment intensity exceeds 5 percent annually.
The integration of industrial, innovation, capital and human resource chains has injected strong momentum into high-quality development.
Boe has the largest shipment of LCD panels in the world, vicino 6 generation line has achieved mass production and delivery, and the total production capacity of Crystal Convergence reaches 100,000 units/month... Up to now, the total investment of hefei new display industry chain has exceeded 155 billion yuan. In 2021, the output value of Hefei zhanxin industry increased by 28 percent year-on-year, becoming an important engine of the city's economic development.
Efficient market and efficient government cooperate to speed up industrial upgrading
It has cooperated with the government and the effective market, identified the industrial direction, made professional research and judgment, dared to invest, and dared to chew on the "hard bones", thus achieving the "Hefei Model" of industrial investment, which is praised by the outside world.
We need to invest a lot of money to develop core equipment for the industry. In 2021, we received financial support from the local government Industry and Investment Group, which helped the company complete equity financing of more than 600 million yuan and met the financial needs of continuous rd investment." Zhang haitao said.
The main leaders of Hefei city serve as the "chain length" of the new display industry chain, focusing on the difficult points of "reinforcing chain, extending chain and strong chain", pooling industrial development resources and accelerating industrial upgrading.
Nearly 20 billion yuan of investment income rolling support boe 10.5 generation line construction, 200 million yuan of equity investment vision project...... To meet the needs of industrial upgrading, Hefei has improved the investment and operation mode and risk management mechanism of state-owned capital industry, innovated the mode of "fund plus base" and "investment plus investment", figured out the background and reserve projects, and systematically carried out strategic investment layout of state-owned capital.
"The development zone controls the industrial direction, professional fund managers are responsible for project due diligence, and experts are introduced to review projects as needed to realize scientific decision-making and reduce investment risks." Xu bin said that effective markets and promising governments should work together to create new ways of cultivating market players and allocating factors of production, and establish a virtuous circle of science and technology, industry and finance.
With the optimization and upgrading of the industry, the traditional financial support model gradually can not adapt to the rapid industrial development trend, and it is urgent to innovate ideas and establish flexible and diversified financial support mechanisms.
Special government investment funds or market-oriented joint investment funds should be set up for the upstream and downstream links of the industrial chain. The government investment funds do not seek controlling shares and exit in time after the industry matures and then invest in the next project. We will give full play to the effect of fund investment in "gathering social capital, focusing project resources, and gathering industrial momentum", and explore the "Hefei model" of state capital supporting major industrial projects continuously.
At present, the total size of the two parent funds of Hefei Industrial Investment and venture capital and 31 sub-funds with equity participation reaches 108.602 billion yuan, forming a matrix of government industrial investment funds covering the growth life cycle of enterprises.
"ITO targets are the key upstream raw materials for the new display industry. We cooperate with downstream enterprises in innovation and compete with foreign counterparts. The company achieved revenue of 2.1 billion yuan in 2021, up 71.9 percent year on year." Huang Yuandong, manager of the administration department of Hefei Pioneer Film Materials Co., LTD., said the company now has 33 sales outlets around the world.
It took the lead in piloting the integration of customs special cargo inspection in the Yangtze River Delta, opened three new international cargo routes, and 668 China-Europe freight trains ran... Hefei has taken the construction of the pilot Free Trade Zone as an opportunity to inject vitality into industrial development with high-level opening-up and build a world-class new-type display industrial cluster.
In 2021, Hefei's GDP exceeded 1.1 trillion yuan, up 9.2 percent year on year.
Seize the opportunity of the track and strengthen collaborative innovation
Ouyang Zhongcan, an academician of the Chinese Academy of Sciences, said that the "14th Five-Year Plan" for China's new display put forward a bigger and stronger strategic support. Under the new development pattern, China's display industry must strengthen the dominant role of enterprises in technological innovation, and promote integrated innovation among enterprises up, middle and downstream of the industrial chain, large and small enterprises.
Industry insiders pointed out that in order to promote the continuous optimization and upgrading of the new display industry against the backdrop of an increasingly complex international industrial environment, it is necessary to be alert to the risks and challenges brought by factors such as the constraints of the upstream industrial chain, imbalance of product structure, and fierce competition among different regions for new production lines and supporting industrial projects.
Ouyang Zhongcan pointed out that in the FIELD of LIQUID crystal display, it is necessary to grasp the market demand to achieve more product innovation. In the field of OLED flexible display, on the one hand, it is necessary to overcome the difficulty of flexible technology, on the other hand, it is necessary to strengthen the development of manufacturers in the field of process and industrial matching.
At present, the global OLED core technology is still in rapid innovation and iteration, and the production scale continues to improve. The industry insiders interviewed pointed out that China's OLED industry needs to take advantage of the trend, further build and consolidate the advantages of the long board, and promote the rapid increase of production capacity with continuous capital and talent investment.
In the face of rapid iteration of new technologies and new products, respondents suggested strengthening forward-looking technology layout, tackling key technologies such as high-performance oxide LIQUID crystal display, flexible display and Mini LED, exploring a multi-level innovation system from forward-looking research to industrial implementation, supporting collaborative innovation and breaking through difficulties in the industrial chain and supply chain. At the same time, we will optimize policy supply, guide panel enterprises and supporting enterprises to establish in-depth cooperation mechanisms, and improve resource allocation and cooperation efficiency.
