Electronic equipment equipment 12th Five-year plan review

Introduction: The Ministry of Industry and Information Technology released the “12th Five-Year Plan for Electronic Special Equipment and Instruments” on February 24th. “Planning” covers two major industries, electronic equipment and electronic equipment. It will focus on the development of six major areas, including integrated circuits and new types of components. Production equipment and semiconductor and integrated circuit test equipment.

Comment on the target output value of domestic electronic special equipment during the "Twelfth Five-Year Plan" period: 220 million yuan: During the "Eleventh Five-Year Plan" period, domestic electronic special equipment has achieved an average annual growth of 20% in sales revenue, but the market size is still small, and domestic semiconductor equipment in 2010 The market accounts for only 5.67% of the global market share. At the same time, there is a big gap between product technology and developed regions such as the United States, Japan, and Europe. According to "planning" requirements, during the "12th Five-Year Plan" period, China's electronic special equipment industry and electronic equipment industry will achieve an average annual growth rate of 17% and 15% respectively. By 2015, it will achieve sales revenue of 40 billion yuan and 180 billion yuan. At the same time, it is necessary to form a technological innovation system that combines enterprises as the main body, production, education and research, develop key products that meet the country’s major strategic needs, and have market competitiveness, increase market self-sufficiency, and foster a group of key enterprises.

Focus on the development of integrated circuits, solar cells, new types of component production equipment, communications and networking, semiconductors and integrated circuits, digital television test equipment: electronic equipment industry is an important basic industry, occupying the technical commanding heights of the electronic information industry, to promote The overall development of the domestic electronic information industry has tremendous leverage. However, due to the weak foundation of domestic electronic equipment manufacturing, key equipment is mainly dependent on imports. How to increase the matching ratio of local products and reduce the gap between domestic integrated circuit equipment and technological level and international advanced level is the key objective of “planning”. (1) Integrated circuit production equipment: Realize the industrialization of 8-inch 0.13-micron integrated circuit complete-set production line equipment and 12-inch 65-nm-45-nm integrated circuit key equipment. Excluding lithography machines, the gaps such as etching and sealing and measuring equipment are basically reduced To the first generation or even basic synchronization; (2) Solar cell production equipment: solar grade polysilicon and single crystal silicon growth, cutting, cleaning equipment, automatic crystal silicon solar cell sheet production line equipment and thin film solar energy production equipment to achieve industrialization, technology to international Advanced level; (3) New type component production equipment: focus on the development of OLED display technology-related production equipment research and development, especially in the field of AMOLED technology breakthrough, surface mount equipment in addition to the automatic placement machine to reach the international advanced level, after the integrated circuit package Equipment, liquid crystal display device after process equipment, LED equipment (except MOCVD), chip component equipment, purification equipment, etc. are close to the international advanced level. (4) Test equipment: Focus on 4G TD-LTE base stations and terminals, RF and high-speed digital-analog mixed-signal integrated circuits, memory, digital TV, and other development of special test instruments.

The country will continue to play an industrial guiding role and promote industrial support policies. From the perspective of industry characteristics, electronic equipment has a long research and development cycle and large capital investment. At the same time, it requires an accurate grasp of technology and market direction. It is a high-investment and high-risk industry, and therefore policy support. And guidance has played an extremely important role in the development of local equipment manufacturers. "Planning" also proposed to give full play to the guiding role of major national science and technology projects and electronic information industry development funds, support product technology innovation, encourage the ordering and use of major domestic technological equipment, and provide a good marketing environment for domestic-developed special equipment and equipment. Policy support will increase the competitive advantage of local products, and will strengthen the support for preferential tax policies for integrated circuit special instruments, integrated circuit special equipment and key components for electronic special equipment.

In view of the development direction proposed by “Planning”, we believe that the listed companies that benefited from the company include: Seven Star Electronics (8-inch diffusion furnace, 8-inch cleaning equipment and single crystal furnace and other integrated circuit equipment), Xinlun Technology (anti-static / clean room industry System Integration Solution Provider), Han's Laser (industry leader in laser processing equipment, PCB, photovoltaic, LED packaging and other special equipment manufacturing), Shanghai Xinyang (lead surface treatment and wafer plating copper, cleaning and other ancillary equipment), Hanwei Electronic (gas sensor, gas detection instrumentation and gas detection control system), AVIC electric measurement (strain sensor and automobile comprehensive performance testing equipment), Optoelectronics (photoelectric measurement and control instrumentation equipment), Tianlong Optoelectronics (monocrystalline silicon growth furnace, Photovoltaic equipment such as cutting and cutting mills and MOCVD), Beijing Yuntong (polysilicon ingot furnaces, large-size single-crystal silicon growth furnaces, zone melting monocrystalline silicon growth furnaces), Jinggong Technology (polysilicon ingot furnace), etc. .