Optical instruments are a class of instruments that can generate light waves and display images, or receive light waves and analyze and determine their optical properties, and are composed of single or multiple optical devices. Optical instruments can be mainly divided into two categories, one is the optical instruments of the real image, such as slide projector, camera, etc., the other is the optical instruments of the virtual image, such as telescopes, microscopes, magnifying glasses, etc.
Instrumentation industry related policies
In recent years, China has intensively introduced industrial policies involving the instrumentation industry and related application fields, with the support of the policy, as the domestic head enterprises gradually break through the two major development obstacles of core technology and product force, domestic enterprises are expected to occupy a higher market share.
Optical instrument industry status
1. Total industrial output value
Driven by the development of electronic technology and computer industry and accompanied by the increasing demand for downstream applications, the market scale of the domestic optical instrument manufacturing industry continues to expand. According to statistics, in 2022, the total industrial output value of China's optical instrument manufacturing industry declined slightly, to 89.823 billion yuan, a decrease of 1.38%. The number of enterprises above designated size in China's optical instrument manufacturing industry is rising year by year, and the number of enterprises above designated size in the optical instrument manufacturing industry is 314 in 2015, and it will increase to 482 in 2022.
2. Total assets and sales income
According to the data of the National Bureau of Statistics, in recent years, the total assets and sales revenue of China's optical instrument manufacturing industry have shown an overall growth trend. From 2015 to 2022, the total assets of the industry have increased from 67.499 billion yuan to 107.258 billion yuan, with a CAGR of 6.84%, and the industry sales revenue has increased from 63.265 billion yuan to 835.72. The CAGR was 4.06%.
3. Output
Optical instruments is a very important component of the instrumentation industry, from the output point of view, in recent years, the domestic optical instrument production has increased significantly, in 2020, China's optical instrument production exceeded 100 million units, a year-on-year growth rate of 130.35%, 2022 output increased to 135 million units, up 10.05%.
Optical instrument industry chain
1. Industrial chain structure
The upstream industry chain of China's optical instrument industry mainly includes photoelectric complete machine, optical components and optical component suppliers; The middle reaches are the manufacturing links of optical instruments, and the downstream has a wide range of application fields, which are indispensable tools for observation, testing, analysis, control, recording and transmission in industrial and agricultural production, resource exploration, space exploration, scientific experiments, national defense construction and various fields of social life.
2. Upstream
Lens is the core component of optical instruments, the rapid development of optoelectronic technology since the 20th century has led to the application of optical lenses from the initial microscope, telescope, film camera and other fields to security video surveillance, digital cameras/camcorders and smart phones and other fields. Data show that in 2022, the market size of China's optical lens industry will be about 43.749 billion yuan, a decrease of 1.16% year-on-year.
Optical instrument industry key enterprises
Founded in 1991, China Optical Group is one of the leading enterprises in China's optical instrument industry. Headquartered in Beijing, the company has a number of manufacturing bases and R & D centers, has won a number of awards, is a landmark enterprise in China's optical instrument industry. In 2022, affected by the combined factors such as the repeated epidemic and chip shortage, operating income fell to 3.285 billion yuan, a year-on-year reduction of 20.44%, and revenue of 1.15 billion yuan in the first half of 2023 was 35.54% lower than that in 2022.
Optical instrument industry development trend
1, technological innovation will become the core driving force of the optical instrument industry
With the deepening of scientific and technological innovation, the optical instrument industry will face new technical challenges and opportunities, technological innovation will promote the performance of optical instruments and application expansion, but also improve the technical threshold and competitiveness of the optical instrument industry.
2, market demand will become an important supporting force for the optical instrument industry
With the development of economy and society and the improvement of people's living standards, the demand for optical instruments will continue to grow. Especially in the medical, education, industrial, military and other fields, the demand for high-end optical instruments will be more vigorous. For example, in the medical field, the application of optical instruments in diagnosis, treatment, prevention and other aspects will continue to expand, such as microscopy, endoscopes, laser knives, photodynamic therapy, etc., and the market demand will promote the scale expansion and structural optimization of the optical instrument industry.
