On July 20, the State Council officially issued the "Twelfth Five-Year Plan for National Strategic Emerging Industries Development" (hereinafter referred to as the "Planning"). The "Planning" proposes that by 2015, efforts will be made to increase the share of strategic emerging industries in the gross domestic product (GDP) from less than 4% in 2010 to around 8%. By 2020, the ratio will strive for 15%.

The period of the "12th Five-Year Plan" is a critical period for China's strategic emerging industries to lay a solid foundation for development and enhance their core competitiveness. It faces both rare opportunities and severe challenges. The strategic emerging industries mainly have the following characteristics: Based on major technological breakthroughs and major development needs, they have important leading ties for the overall economic and social development and long-term development, intensive knowledge and technology, low material resources consumption, and large growth potential. A profitable industry. Based on these characteristics and at the same time combining national conditions, China has identified seven strategic areas of emerging industries, including energy conservation and environmental protection, a new generation of information technology, biology, high-end equipment manufacturing, new energy, new materials and new energy vehicles.

"Planning" pointed out that during the "Twelfth Five-Year Plan" period, the sales income of the new generation of information technology industry will increase by more than 20% annually. The next generation of information technologies highlighted in the "Planning" includes next-generation information technologies such as ultra-high-speed fiber and wireless communications, Internet of Things, cloud computing, digital virtualization, advanced semiconductors, and new types of displays. Through the breakthrough of a new generation of information technology, we will build a next-generation intelligent information network and push forward the interactive combination of information technology innovation, emerging application development and network construction. In this process, the relevant industrial chains will all develop rapidly. Due to the country’s policy support, these areas will drive the trillions of billions of dollars in the entire industry chain.

Among the new generation of information technologies, the core industries related to the electronics industry include integrated circuit product design, advanced and featured chip manufacturing process technologies, advanced packaging and testing technologies, and key equipment and instruments, and a new generation of semiconductor materials and device process technologies. In terms of integrated circuit design, it is necessary to strengthen the integrated application of domestic chips and software. By 2015, the proportion of the output value of the integrated circuit design industry in the domestic market will increase from 5% to 15%. Encourage the development of large-size TFT-LCDs (TFT-LCDs), and accelerate the development and industrialization of next-generation display technologies such as organic light-emitting diodes (OLEDs), three-dimensional (3D), and laser displays. To overcome common key technologies and key equipment in the LED and OLED industries to improve the economics of LED and OLED lighting. Master the core technologies of smart sensors and new types of power electronic devices and systems, improve the special equipment and instrument support and support capabilities in emerging areas, and develop new types of components that are chip-based, miniaturized, and green. .

By promoting the industrialization of 32/28 nanometer advanced processes and the development of key technologies, the new display technology industry chain, such as TFT-LCD, OLED and other production line processes, manufacturing equipment and key supporting materials, will have all-round drive and development. Network-related radio frequency identification (RFID), sensor chips, instrumentation and other industries will be greatly developed, and the demonstration of IoT applications based on innovative products and various solutions will be launched in large areas. The industrialization of LED, MEMS, smart sensors, new power electronic devices, and metal organic chemical vapor deposition (MOCVD) equipment will accelerate development.

We believe that the implementation of the "Plan" will constitute a long-term benefit for the electronic components industry. It is particularly beneficial to the development of associated companies such as the intelligent terminal industry chain, the Internet of Things industry chain, and the LED industry chain.

In the smart terminal industry chain, new display materials, display screens, new touch screens, connectors and other sub-industries will all benefit. The related companies include BOE A, Rainbow Holdings (600707 shares, quotes, information, main sales), Jinfu New Materials ( 300128 shares, market, information, main trading), An Jie technology (002635 shares, market, information, main trading), long letter technology (300088 shares it, quotes, information, main trading), LEYBOLD high-tech (002106 shares it, market, Information, main trading). In the Internet of Things, companies benefiting from RFID and smart sensors include Yuanwanggu, Hanwei Electronics (300007 stocks, quotes, information, and major sales), and LED related companies benefiting the chip industry include chip design, chip manufacturing and packaging, and LED lighting products. enterprise. Specifically, Silan Micro (600,460 stocks, quotes, information, main trading), Qianzhao Photoelectric (300102 shares, market, information, main trading), Hongli Optoelectronics (300219 shares, market, information, main trading), sunshine lighting (600261 shares, market, information, the main trading), Qinshang Optoelectronics (002,638 shares, market, information, the main business) and other companies.