According to the National Bureau of Statistics, China's total GDP exceeds 100 trillion yuan in 2020, an increase of 2.3% over the previous year. China's GDP accounts for more than 16% of the world. According to the Laser Processing Professional Committee, the output value of China's domestic laser processing equipment industry will be 68 billion in 2020, an increase of 18% over the previous year. Currently, China's laser industry continues to develop at a high growth rate despite being affected by the profit of the domestic and international economic environment. It is expected that in 2021, the output value of China's domestic laser processing equipment industry is expected to reach 85 billion.
China Laser Industry Review 2020
In 2020, despite the impact of the epidemic to a certain extent, China's laser manufacturing industry relied on the new development policy of "double cycle" to usher in a counter-trend development opportunity, and was able to achieve steady and sustainable development and growth. The laser light source, laser processing system, from micro processing to macro processing, from technological innovation to market scale, etc., have made great progress. For example, the listed companies generally increased revenue in 2020. The representative enterprises are Han's Laser, HGTECH, Raycus, JPT, Max, Hymson, United Winners, DR Laser, Sunshine Laser, Friendess, BLT, AFR, Zhengye Technology, CASTECH. These enterprises have found precise positioning in the headwinds, and many enterprises actively opened up mask-related business and production lines during the period of the epidemic.
Secondly, the process of local substitution in China's laser industry is accelerating, and the quality of substitution has improved significantly. High power laser equipment, light sources (fiber lasers, ultrafast lasers, etc.), laser components and control systems (laser chips, control software and accessories) and other products, the current domestic share is steadily increasing, and the industry is gradually maturing, driving the development of high-tech enterprises to grow into a pillar industry. For example, fiber lasers, in the marking market, 95% of the light source is basically domestic, the market share of medium and high power (1kW-10kW) continuous fiber lasers reached 70%, ultra-high power (10kW or more) accounted for 60%.
Currently, fiber lasers are the mainstream industrial application light source, both in terms of functionality and application universality have shown significant advantages. Domestic fiber lasers are developing in key processes and materials, components and system integration to better open up the fiber laser industry chain.
In 2020, the domestic fiber laser shipments of small power pulse products more than 150,000 units, medium power continuous with pulse 55,000 units, ultra-high power (10,000 watts) more than 1,500 units. In 2020, domestic lasers below kilowatt accounted for 95%, 1kW-10kW accounted for 70%, ultra-high power (10kW or more) accounted for more than 60%.
Domestic fiber laser market development
Domestic fiber laser development status presents the following features in 2020: medium and high power dominated by domestic products; domestic slightly dominant. Domestic 10,000 watt technology is becoming more mature, and road to the thick plate cutting and welding market; gradually replace plasma, flame thick plate cutting. Domestic key devices (such as laser chip, ytterbium-doped fiber, semiconductor laser pump source, fiber coupler, beam combining technology) technology continues to have break through; domestic single-mode high-power fiber laser into the industrial market.
The future development trend of domestic fiber lasers covers the following points: beam quality optimization, beam shaping, energy controllability. The technology of intelligent adaptation to processing scenarios is deepening; new infrastructure will provide momentum for the scale application of fiber lasers; fiber laser market competition continues to deepen, which will greatly promote the vertical integration of the industry. Undoubtedly, with the transformation and upgrading of the domestic manufacturing industry, the rapid popularization of the latest laser application technology will further promote the fiber laser as a universal tool from the application side.
Domestic Ultrafast Lasers
In recent years, ultrafast lasers have ultra-short pulse widths and extremely high peak intensities, making them unique advantages in material processing that are unmatched by other microprocessing technologies, enabling high-quality, high-precision surface microstructure processing of a wide range of materials, including metals, semiconductors, ceramics, soft materials, and brittle materials.
In 2020, according to the Laser Processing Professional Committee, the sales of domestic ultrafast lasers are about 1200 units, and the main application scenarios include 3C industry hard and brittle material processing; OLED processing, 5G antenna, flexible circuit board, cell phone glass, camera glass, semiconductor crystal, automotive industry glass thick plate cutting, etc. At present, the momentum of the development of domestic ultrafast laser enterprises continues to intensify, and the gap with the international level is gradually narrowing, and the cost performance of the products provided is getting higher and higher. Next, ultrafast lasers will play an increasingly important role for the transformation and upgrading of traditional industries, and the cultivation of new industry section.
In addition, ultrafast lasers should continue to break the localization and open up the industrial chain. The future R&D needs to focus on improving the output power and energy of ultrafast lasers, continuously improving the beam process and quality, fiber transmission of femtosecond and picosecond laser beams, developing high-power and high-energy components, process monitoring and control, and further tackling technical bottlenecks in areas such as sources, photonic crystal fibers, compression gratings, and pulse modulation devices. At the same time, related enterprises and research institutes in the fast laser industry chain should work together to build an ultrafast laser industry ecosystem.
Domestic Laser Equipment & Processing
In 2020, the output value of the laser cutting market has increased by 15% compared to 2019, and the installed equipment has increased by 40%; domestic light sources occupy the mainstream for lasers below 10,000 watts; domestic light sources 12kW power laser cutting machine, has installed 1500 units. At present, the domestic laser cutting process, supporting components, software and hardware are further optimized, and the cutting efficiency is significantly improved. It is gratifying to note that 40kW domestic light source has achieved sales. In the future, with the deployment of the new infrastructure, including construction machinery applications, will continue to drive laser cutting machines to usher in a new round of growth. Meanwhile, laser cutting will also continue to replace traditional cutting means such as flame and plasma.
Laser cutting market value in 2020 increased by 15% compared to 2019
At present, laser bevel cutting is also a major hot spot, and many domestic enterprises have started to invest in research and development and achieved remarkable results. Equipped with bevel cutting function on high power laser equipment, it can complete the traditional cutting, welding, milling and other multi-process bevel processing at one time, which can significantly improve processing efficiency, enhance product quality, improve workpiece accuracy, as well as save resources and costs, which is beneficial to promote technological innovation and equipment upgrade in the application industry.
In 2020, the market size of China's laser welding equipment industry reached 13 billion yuan at a rapid growth. The output value has increased by 20% compared to 2019, and the installed capacity of equipment has increased by 15%. It can be seen that the momentum of transformation and upgrading of traditional industries is obvious, and the welding section for non-metallic materials is growing rapidly. Also, the field of high power welding also began to gradually use domestic light sources. Domestic single-mode fiber lasers into the welding market, the growth prospects are promising. Currently, domestic companies are also investing in laser welding systems and technology is growing year by year.
China laser welding equipment industry market size 13 billion yuan in 2020
Laser industry existing problems & analysis
At present, the world is experiencing a century of unprecedented changes and challenges, with the domestic "build a new development pattern of internal circulation as the main body, domestic and international double circulation to promote each other" major national strategy proposed, the high-end intelligent manufacturing technology represented by the laser will become the trend of a new round of changes in the manufacturing industry. Facing the impact of the epidemic in 2020, China's laser industry has once again seen a new breakthrough in industry scale and industry revenue, despite a decline in overall gross margins. As the competition in the laser industry increasingly, the industry urgently needs to enter a new stage of comprehensive quality and efficiency improvement, further integrate market and capital resources, and broaden internationalization channels.
At the same time, in the future development, the industry should join hands with the urgent need to resist undue competition and promote high-quality development. "Optoelectronic" manufacturing industry enterprises should really focus on improving product performance, quality and safety indicators, together to guard industry profits and guide the sustainable and healthy development of the industry. With the development and implementation of appropriate rules and market guidelines to guide, regulate and standardize the competitive behavior of the market, so as to reduce the negative impact of vicious competition. The future sustainable development of the laser industry needs to continue to get rid of the traditional industry low technology content, low value-added competition model, enterprises need to start the transformation and upgrading "acceleration", open the economic growth "new engine", committed to creating more development potential and prospects The "blue sea" market with great potential and prospect.
In 2021, we must put more emphasis on independent innovation, gather advantageous resources, and continuously strengthen the innovation chain and industry chain docking in order to build a new development pattern of "double cycle" of China's national laser industry. Continuously develop the "inner circle" market, also help to promote the localization of laser intelligent equipment and accelerate the process of laser replacement of traditional manufacturing technology. In addition, to accelerate the cultivation of a complete domestic demand system, to accelerate the process of import substitution, to expand the laser application scenarios and market demand, to enhance the level of high-end manufacturing equipment, the construction of large-scale domestic market to make it a sustainable historical process. At the same time we also need to focus on the internal and external cycle at the same time.
The rapid development of laser and optoelectronic technology has become an indispensable support technology for machinery manufacturing, automobile manufacturing, aerospace, power batteries, smartphone manufacturing, medical devices and even defense and military fields, especially as China's economy is in a new stage of development, the high-tech industries is the way to go. In the context of new momentum of economic growth has not yet been fully formed, China must accelerate independent innovation and industrial structure upgrading, and enhance the independent research and development capability of high-end manufacturing industry. In the process of global economic recovery in the future, laser, as a key technology of intelligent manufacturing equipment, will play a more important role.
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