成都产业链不动产白皮书

Industry Overview - Over 60% of new display upstream enterprises are located in industrial parks, with industrial zones being the preferred choice [1] - The average registered capital of upstream and midstream enterprises exceeds 300 million RMB, with leading enterprises showing significant clustering characteristics [1] - Chengdu's computer, communication, and electronic equipment manufacturing revenue surged from 18.23 billion RMB (6.9%) in 2007 to 512.83 billion RMB (32.1%) in 2022, ranking among the top in benchmark cities [5] - Chengdu's electronic information manufacturing revenue growth contribution rate has remained above 30% for ten consecutive years, demonstrating high development continuity and stability [5] Industry Structure - Chengdu's electronic information industry has expanded from semiconductors and PC manufacturing to new displays, smart terminals, communication, and aviation electronics, forming six key development areas: chips, screens, terminals, software, AI, and next-gen information networks [11] - Chengdu's electronic information industry shows a balanced development in both manufacturing and service sectors, with a high concentration of midstream consumer electronics and communication equipment manufacturing enterprises [12] - Chengdu's electronic information service industry excels in upstream IC chip design, electronic equipment technical services, and downstream sales and terminal applications, benefiting from its status as a "China Software City" [16] Industry Integration - Chengdu's electronic information industry has achieved a certain degree of integration with other industries, with optoelectronics, semiconductors, sensors, and new displays being the most concentrated sub-sectors [28] - The industry's midstream equipment and terminal product manufacturing are most concentrated in computers, display panels, and integrated circuits, a result of Chengdu's efforts to attract and cultivate leading consumer electronics enterprises [28] - Upstream enterprises are mainly concentrated in integrated circuits, optoelectronics, and sensors, supported by Chengdu's policies to strengthen the IC industry chain [28] Future Trends - Chengdu's electronic information and new materials industries are expected to act as catalysts for the transformation and upgrading of advanced manufacturing, leveraging new manufacturing technologies and equipment to integrate into other industries [22] - The integration of electronic information with industries such as NEV, aerospace, rail transit, and medical devices is expected to significantly expand, driven by the rise of domestic substitution in advanced manufacturing [51] - Chengdu's new materials industry, with a focus on high-value-added products, has seen rapid investment growth, contributing significantly to the city's manufacturing revenue growth [59] Industry Challenges - Chengdu's electronic information industry faces challenges in cross-industry integration due to a concentration of foreign and domestic enterprises in midstream processing and manufacturing, with limited collaboration with local industries [32] - The industry's reliance on global markets has led to significant production declines in personal computers, mobile phones, and integrated circuits due to global demand shrinkage and trade protectionism [115] - Chengdu's manufacturing industry, while forming two trillion-level clusters, still lacks depth in sub-industries, with only five industries surpassing 100 billion RMB in revenue [148]