1. Overview, classification and characteristics
of optical glass industry Optical glass refers to the glass that can change the direction of light propagation and change the relative spectral distribution of ultraviolet, visible and infrared light at the same time. It has high transparency, high uniformity and accurate optical constants. It is the main raw material for manufacturing optical lenses and optical instruments. The main difference between optical glass and ordinary glass is that optical glass has high transparency, high uniformity in physics and chemistry, and specific and precise optical constants.
According to the "China Optical Glass Market Development Situation Analysis and Investment Strategy Research Report (2023-2030)" published by Guanyan Research Report Network, optical glass can be divided into colorless optical glass, colored optical glass, anti-irradiation optical glass, anti-irradiation optical glass, ultraviolet and infrared optical glass, optical quartz glass and other categories. Among them, the market share of anti-irradiation optical glass is the highest, accounting for about 45.2% in 2022; The market share of other subdivided products is about 21.5%, 10.2%, 6.1%, 5.93%, 4.62%, respectively. 3.24% and 3.
From the point of view of industry characteristics, the industry has the remarkable characteristics of technology-intensive and labor-intensive, belongs to the industry with high standards, low frequency and long service cycle, its market consumption behavior frequency is relatively low, the speed of product renewal by consumer groups is not high, at the same time, the industry profit model is more transparent, and enterprises lack the corresponding market. As a result, the growth rate of the industry is slow. From the perspective of industry status, optical glass is the main component of the optoelectronic technology industry. It has the widest use and the largest market share in all optical materials, accounting for 90%, and is one of the livelihood industries.
Second, the speed of policy introduction is fast and the support is strong
. All along, the focus of industry policy is mainly on optical glass materials, technology upgrading and standard construction. For example, in December 2020, the National Development and Reform Commission issued the Catalogue of Industries Encouraging Foreign Investment (2020 Edition), which mentioned that foreign investment should be encouraged in the development and production of new technology functional glass, including electromagnetic wave shielding glass, glass substrates for microelectronics, infrared transmission lead-free sulfur glass and products, electronic grade large-sized quartz glass products, etc; In May 2021, the National Development and Reform Commission issued the Catalogue of Encouraged Industries in the Western Region (2020 edition), encouraging Guangxi Zhuang Autonomous Region to develop high-end high-quality float glass, electronic glass, automotive and photovoltaic glass production and downstream deep processing industries. Summary of Key Policies for
China's Optical Glass Industry (Support)
the 14th Five-Year Plan period
Third, the gap between domestic and foreign optical glass is large, and the high-end market is monopolized
. Benefiting from the accelerated transfer of the global optical glass industry to mainland China, optical glass enterprises have invested and built factories in China, and the scale of the industry has been rapidly expanded. Data show that in 2022, China's optical glass market has reached more than 3.6 billion yuan. Despite the expanding scale of the industry and the increasingly fierce competition in the industry, due to the late start and relatively backward technology, China's optical enterprises are still in the stage of traditional optical glass production, and the technology content of products is relatively low. Compared with the well-known international optical material manufacturers such as Japan and Germany, there is an obvious gap in terms of optical glass varieties, technology and equipment.
Source: Analysis of
Backward Factors in
China's Optical Glass Industry SRC = "https://img7.ccement.com/richtext/img/kwnxkuuj81677220662121. Among them, Nantong Jingxin Optical Glass Co., Ltd. is the leading enterprise in the same industry in China and the only optical glass manufacturer in Jiangsu Province and even in East China.". In recent years, through technology introduction and marketing innovation, it has developed rapidly and its scale has grown rapidly, and it has become a major domestic optical material export enterprise. In addition, most of the enterprises in the industry are generally small in scale, most of them can only produce low-end products with low technology content and unit value, resulting in the development of oversupply, which is due to the single product type, low technology content, serious product homogeneity and lack of brand awareness of most enterprises. Moreover, there are many competitors of similar products, and the sales are limited to the local market, thus forming a market pattern with low overall concentration of the industry. However, the technical level in the high-end field is insufficient, and the market of high-end products such as special quality and special optical glass is mainly monopolized by several large companies in Japan, Germany and the United Kingdom, such as HOYA and OHARA in Japan, SCHOTT in Germany, CONRING in the United States and Pilkington in the United Kingdom. The overall competitiveness of China's optical glass industry is low. Top 10
Chinese Optical Glass Brands
At present, the most important application scenario in the industry is the field of smart phones. With the increasing demand of users for mobile phone photography, the requirements for the quality of optical glass are also increasing. In addition, the shipment volume of China's smartphone market in 2022 will be approximately 2.
In addition, with the development of automotive intelligence, automotive lenses have been continuously upgraded in recent years. Looking forward to the next decade, automotive lenses may become the mainstream market for optical glass terminal applications. Overall, it is expected that in the next five years, the average annual growth rate of the market segments will reach 25-30%, far exceeding the industry average of 56%. In terms of capacity supply, the major mainstream suppliers have expanded their production capacity, and the production capacity has increased rapidly. Even so, in the next five years, strong demand will continue to lead the supply level of the industry.
Analyst's view: In the past few years, the upstream and downstream industrial chains of the industry have experienced severe challenges brought by the COVID-19 epidemic, global economic turmoil and increasingly fierce competition in the industry. In the future, we will face the sea of stars such as smart terminals, smart homes, smart transportation, smart cities, artificial intelligence, the Internet of Things, and the meta-universe. These emerging applications will expand the market space of the industry.
5. Domestic enterprises overcome technical difficulties and help the localization
of key raw materials for high-end optical glass. Although there is still a gap between China's optical glass and foreign countries, and most of the materials have extremely high technical barriers, domestic optical glass enterprises are still able to overcome the difficulties with the joint support of market demand, personnel training and industrial chain ecology. It is continuously increasing investment in scientific and technological research and development, rapidly promoting the integration of optical glass manufacturing technology and advanced technology, and enhancing the independent and controllable ability of the industrial chain. Moreover, domestic optical glass enterprises are actively exploring the establishment of strategic cooperative relations with powerful optical module manufacturers and optoelectronic terminal manufacturers, mobilizing social resources in an all-round way through joint venture development, special subject research, specially appointed experts, joint development and commissioned design, and jointly solving R & D and production. Develop new optoelectronic materials and carry out research on precision manufacturing technology of optoelectronic materials. At the same time, we also actively explore the network marketing model, through the network sales platform, to provide small batches, a variety of product support and technical support for emerging optoelectronic enterprises, small and medium-sized scientific research institutions. In the future, domestic optical glass manufacturers are expected to seize the opportunity of unbalanced supply and demand development, accelerate the process of domestic substitution, and achieve a breakthrough in domestic share.
Guanyan Tianxia analyst's point of view: Considering the high price of imported high-end optical glass products, localization can bring huge profits to domestic optical glass manufacturing enterprises. In addition, with the industrial transfer, it has entered a benign development stage driven by the market. The harsh market competition has eliminated those enterprises with weak competitiveness. It is expected that the localization of high-end optical glass manufacturing will enter the fast lane in the future.
With the advent of the "Internet +" era, optical glass enterprises use the "Internet +" platform technology to enhance the level of network services, create a new Internet sales platform, strengthen their competitiveness, and have been widely used in the industry. And has made remarkable achievements. Moreover, the industry has also established a large data and Internet monitoring technology platform for the quality and safety of optical glass, which can effectively monitor the quality and important safety indicators of optical glass in real time, and realize the close connection of optical glass supervision before, during and after the event. It is expected that with the application of "Internet + optical glass" mode in the future, more traditional optical glass enterprises will be guided by the needs of market consumers, make better use of cutting-edge technologies such as the Internet, big data and cloud computing, and optimize the generation, demand and service of enterprises, so as to further enhance the marketing and management of enterprises. The industry will usher in new opportunities. In addition, live +, mobile +, e-commerce +, 5G + and so on are all cases of the integration and development of optical glass industry and related industries. In the future, the integration and development of these industries will produce numerous new models and new formats of optical glass industry.
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