The stability of key electronic components in China needs to be improved

During the “Eleventh Five-Year Plan” period, China’s electronic materials and component industries, as well as their output, sales, and total import and export volume, have been greatly enhanced, which has greatly enhanced China’s market position as a major electronics producer. Afterwards, it is even more certain that China's electronic materials and components industries have enjoyed steady growth in their industrial scale during the “11th Five-Year Plan” period, and the related public companies’ capabilities have also been further strengthened, and the related production technology levels have also been continuously improved. However, in terms of key electronic components, there is a gap between China and foreign countries, and there is still a need to strengthen product quality and stability.

Although the electronic components industry has been greatly promoted during the eleventh five-year period, there are still some lags in the overall development of the industry. For example, China's enterprises are generally small in scale and distributed in a decentralized manner, and lack of leading enterprises with international competitiveness; The R&D capability is low, and there is a lack of collaboration and interaction between the upstream and downstream of the entire industry chain; the industry’s overall external dependence is high, and many key raw materials and spare parts need to be imported; the development of industry standards lags behind, and key electronic components and electronic materials are crucial. Quality and reliability still need to be further improved.

In order to improve many unfavorable factors and develop our electronic materials and components industries as soon as possible, the Ministry of Industry and Information Technology recently issued the “12th Five-Year Plan” for electronic basic materials and key components, accompanied by the favorable development situation in the 11th Five-Year period, and subsequent During the "Twelfth Five-Year Plan" period, accompanied by the continuous development of strategic emerging industries, a larger-scale investment will provide more unprecedented innovation and development space for China's electronic materials and components industry.

In the process of the development of China's electronic components and components industry, due to the relatively small size of domestic enterprises and the relatively late start of technology research and development, the lack of competitiveness in the raw materials and equipment links in the upper reaches of the industrial chain is mainly concentrated on the link between OEM and manufacturing. The competitiveness is generally weaker. At the same time, in the process of R&D and production of China's domestic electronics manufacturing enterprises, the dependence on foreign materials for key raw materials and equipment is too high, which has become an important issue that restricts the development of China's telecommunications information industry. For example, MOCVD equipment used in domestic manufacture of LED chips is mainly supplied by two companies: Germany and the United States. The chip companies have poor bargaining power. Second, the glass substrates used in domestic production of touch screens are mainly controlled by major manufacturers in the United States and Japan. , Japan's 311 earthquake has caused an important impact on the global LCD panel and touch screen industry chain; Third, the domestic patents for organic semiconductor light-emitting device luminescence materials are mainly in the hands of Japanese and South Korean manufacturers, high royalties have become domestic manufacturers Heavy burden; Finally, high-voltage, high-power electronic power devices widely used in steel, electricity, transportation, etc., are also mainly dependent on imports, and domestic companies lack core competitiveness.