“新质广东”具象化：第十个万亿级产业集群呼之欲出

Core Viewpoint - The expansion of the Zeiss Optical Industry's Health Vision Industry Ecosystem in Guangzhou signifies a strategic move towards developing a second growth curve focused on AR/VR, OK lenses, and eye health products, with a total investment exceeding 400 million yuan [1] Industry Overview - The Guangdong super high-definition video and new display industry has achieved significant growth, with revenue surpassing 900 billion yuan last year, positioning it to become the province's tenth trillion-level industrial cluster [1] - The industry is characterized by a comprehensive collaboration across the entire supply chain, from panel manufacturing to content creation, providing robust technical support for major events like the 15th National Games [3][4] - Guangdong has successfully fostered multiple trillion-level industrial clusters, including automotive and new energy sectors, driven by technological innovation and deep integration of industry and finance [1][5] Technological Advancements - The introduction of a 2mm thick 3D floating screen at the Shenzhen Bay Sports Center exemplifies cutting-edge display technology, showcasing China's innovation capabilities in the field [2] - The establishment of TCL Huaxing's 8.6-generation printed OLED production line represents a significant breakthrough in display technology, expected to catalyze the development of a complete industrial ecosystem [3][4] Market Dynamics - The rapid emergence of new industrial clusters in Guangdong is attributed to the existing strong industrial foundation, allowing for quick cross-industry integration and innovation [6] - Companies like Thunderbird Innovation have quickly captured significant market shares in the AR glasses sector, demonstrating the effectiveness of Guangdong's innovation ecosystem [6] Future Prospects - The ongoing integration of AI with traditional display technologies is anticipated to drive the next phase of growth for the super high-definition video and new display industry, potentially leading to a trillion-yuan scale [4] - Guangdong aims to achieve a record of creating one trillion-level industrial cluster annually, with the super high-definition video industry as a key candidate for this milestone [5]