01 BOE A (000725)
Boe Technology Group Co., Ltd. is an Internet of Things company that provides smart port products and professional services for information interaction and human health. Boe's core business includes port devices, smart iot, and smart medical workers. Port device products are widely used in mobile phones, tablets, laptops, monitors, TVS, vehicle, wearable devices and other fields; Smart iot builds an Internet of Things platform for new retail, transportation, finance, education, art, medical and other fields, providing an overall solution of \"hardware product software platform scenario application\"; In the field of smart medicine, BOE provides users with comprehensive health services through its mobile health management platform and digital hospital. The total market value is 253.3 billion.
Boe has 14 semiconductor display production lines in Beijing, Chengdu, Mianyang, Hefei, Ordos, Chongqing, Fuzhou, Wuhan and other places, including the world's first highest generation - BOE Hefei No. 10. 5 generation TFT-LCD production line and China's first 6th generation flexible AMOLED production line - Jingdong Fangchengdu 6th generation flexible AMOLED production line. And launched BD Cell display technology, so that the display can achieve millions of ultra-high contrast, won the 2019 IFA Product Technology Innovation Award Innovative display technology gold medal and 2018 CHINA SID Best Innovative Display Gold medal - 65-inch UHD BD CELL.
As of 2020, BOE can use more than 70,000 patents in total, in the annual new patent applications, invention patents more than 90%, overseas patents more than 35%, covering the United States, Europe, Japan, South Korea and other countries and regions. U.S. patent service agency IFI Claims released a statistical report on the number of U.S. patent grants in 2020, and BOE jumped to 13th in the global ranking, with 2,144 U.S. patent grants, ranking among the world's top 20 for three consecutive years. Boe has been ranked among the top 10 in the world's patent rankings by the World Intellectual Property Organization (WIPO) for many consecutive years.
R&d expenditure in 2020 will be 94. 400 million yuan, accounting for 6% of operating income. 97%. Research and development personnel 19,694 people, accounting for 25 percent of the total number of the company. 76%.
Comments: BOE has a lot of patents, and has a perfect patent layout in semiconductors and optical optoelectronics, which has great potential for development; The proportion of R&D personnel is high, the R&D investment is high, and the innovation is continuous. Very capable.
02 TCL Technology (000100)
TCL Technology Group Co., Ltd. is mainly engaged in semiconductor display industry and material business. The main business \"TCL Huaxing Optoelectronics\" has invested in the construction of two G8. 5, a G11 LCD factory, a G6 LTPS and a G6 flexible AM-OLED factory, under construction a G11 LCD factory; At the same time, there is also an investment layout in display materials and parts; The total industrial investment is 180 billion yuan. Total market value 128.2 billion.
TCL Huaxing has become a major manufacturer in the global semiconductor display industry. Its strategic goal is to become the world's leading semiconductor display enterprise by continuously improving its scale, efficiency and efficiency, improving its product technology and industrial ecological construction capabilities, and improving its global industrial layout. On January 7, 2020, TCL Huxing brought the newly developed \"MLED Star Screen\" to the CES exhibition. Mini LED is widely regarded as the next generation of display technology, TCL Huxing seized the opportunity to develop a \"MLED star screen\" with obvious advantages over traditional Mini LED, and took the lead in mass production of Mini LED TV X10 8K QLED TV.
2020 R&D expenditure investment of 65. 400 million yuan, accounting for 8. 53%. 8,156 R&D personnel, accounting for 16 percent of the total number of the company. 83%. TCL Technology has applied for a total of 68 patents in optical optoelectronics. Among them, there are 3 invention patents and 43 international PCT patents.
Comments: TCL technology is mainly involved in semiconductor display technology, and there are many patent layouts in display materials, but there are not many patents with great development potential; The proportion of R&D personnel is high, the R&D investment is high, and the innovation is continuous. Strong ability.
03 Vision Source Stock (002841)
Guangzhou Seyuan Electronic Technology Co., Ltd. is mainly engaged in the design, development and sales of LCD main control board and interactive intelligent tablet. The company is headquartered in Huangpu District, Guangzhou, and has technical service centers in Shanghai, Shenzhen, Hong Kong and overseas.
As of December 31, 2019, the company's total number of employees was 4,890, about 60% of which were technicians, and the average age of employees was about 29 years old. After 14 years of development, the company has become the first batch of national manufacturing entrepreneurship pilot enterprises, national high-tech enterprises, national intellectual property demonstration enterprises; It was selected as one of the top 100 innovative capabilities of Chinese enterprises in 2018. Total market value 98.1 billion.
As a high-tech enterprise, the company's investment in research and development and innovation is also a key point, with a number of comprehensive laboratories, such as the EMC laboratory built with an investment of 10 million yuan. At the same time, the company attaches great importance to the protection of core technologies, as of June 30, 2020, the company has more than 4,400 authorized patents, computer software Copyrights, works Copyrights more than 1,000. Among them, the company ranked 17th on the 2018 PCT International Patent Application list, and topped the TOP100 number of invention patents granted in the first half of 2019 and the 19th China Patent Excellence Award.\"
Comments: According to the source of shares mainly involved in the display of technology, technical personnel accounted for a high proportion, high research and development investment, with continuous innovation, innovation and innovation. Very capable.
04 Teng Jing Technology (688195)
Tengjing Technology Co., Ltd. is a high-tech enterprise specializing in the research and development, production and sales of various precision optical components and optical fiber devices. The products are mainly used in optical communication, fiber laser and other fields. The company has carried out the industrial chain layout for the optical optoelectronics industry by relying on its core technologies. Many products have a high market influence. The company has won the national high-tech enterprise, Fuzhou Intellectual property demonstration Enterprise, Fuzhou Patent Award and other qualification honors. Total market value 32. Three hundred million.
Relying on the technical precipitation in the field of optical optoelectronics, the company has established four core technologies, namely \"optical thin film technology\
Comments: Teng Jing technology has core technology in the field of optical optoelectronics, relying on core technology, the optical optoelectronics industry chain layout, but the patent layout is less, and the innovation ability is strong.
05 Lianchuang Electronics (002036)
Lianchuang Electronic Technology Co., Ltd. focuses on the development of optical lenses and image modules, touch display devices and other new optical photoelectric industry, investment and cultivation of electro-acoustic and chip industries, the company's products are widely used in intelligent terminals, intelligent cars, smart homes, smart cities and other fields. Over the past ten years, we have continuously consolidated the industrial foundation, continued to innovate and develop, and successively established industrial bases in Jiangxi, Chongqing, Zhengzhou, Changzhou, Huangshi and other places. Total market value 10.8 billion.
With Tesla, Samsung, BOE, Huawei, Lenovo, ZTE, DJI and other quality customers. Established R & D operation centers in the Bay Area of the United States, Munich, South Korea, Seoul, Shanghai and other places to integrate top R & D talents at home and abroad; Research institutes and academician workstations have been established jointly with Tsinghua University and Sichuan University to carry out applied research on cutting-edge technologies.
Adhering to the enterprise spirit of \"win-win cooperation, innovative development\
Comments: Lianchuang Electronics mainly involves the technology of optical lenses, many technical personnel, high R&D investment, and continuous innovation. Strong ability.
06 Yongxin Optics (603297)
Ningbo Yongxin Optical Co., Ltd. has established manufacturing bases in Ningbo and Nanjing, covering an area of 120,000 square meters, with about 1,200 employees. It is a manufacturer of precision optical instruments and core optical components, a national high-tech enterprise, and has established stable industry-university-research cooperation with Zhejiang University, Fudan University and other universities.
The company is committed to the domestic replacement of scientific instruments in the fields of life science, AI intelligent medical treatment and industrial testing, and provides core optical components for the Internet of Things, autonomous driving, industrial automation, artificial intelligence and professional imaging equipment and other industries, with an annual output of more than 100,000 optical microscopes and tens of millions of optical components. It is the core supplier of Leica Camera, Zeiss of Germany, Nikon of Japan and other internationally renowned enterprises. Total market value 54. One hundred million.
Yongxin Optics has participated in major national projects for many times, manufactured a number of optical lenses for Chang 'e artificial satellites, undertook key national research and development programs, and was selected as a single champion demonstration enterprise of the Ministry of Industry and Information Technology manufacturing. In 2019, it won the second prize of National Technological Invention.
2020 R & D expenditure investment 0. 4.7 billion yuan, accounting for 8. Twenty percent. There are 189 R&D personnel, accounting for 17 of the total number of the company. 14 percent. Yongxin Optics has applied for a total of 146 patents in optical optoelectronics. Among them, 51 were invention patents.
Comments: Yongxin Optics mainly involves the technology of optical lenses, but the patent layout is less, and the innovation ability is strong.
07 Crystal Optoelectronics (002273)
Zhejiang Crystal Optoelectronics Technology Co., LTD., after 18 years of development, has become a R & D and manufacturing enterprise involving five major industrial sectors, including optical components, biometrics, thin film optical panels, new displays, reflective materials, etc. The company's leading products optical low-pass filter (OLPF), infrared cut-off filter and assembly parts (IRCF) and narrowband filter (NBPF) production and sales rank among the top in the world. Total market value 15.2 billion.
3D depth imaging, optical components, enhanced display (AR) components, semiconductor packaging optical components, micro and nano structure processing optical components and other products have been used in the world's well-known consumer electronics, automotive electronics, security monitoring, industrial applications of the products and services.
Crystal Optoelectronics is the world's largest research and development and industrialization base of precision optoelectronic thin film components. And obtained the high-tech enterprise certification. Won the \"Top 50 Enterprises in China's electronic materials Industry\" for 3 consecutive years, undertook 9 national projects, and won 5 national honors.
R&d expenditure in 2020 2. 0.9 billion yuan, accounting for 6% of operating income. 48%. There are 713 R&D personnel, accounting for 11 of the total number of the company. 76%. · Crystal Optoelectronics has applied for a total of 268 patents in the field of optical optoelectronics. Among them, there are 107 invention patents and 1 international PCT patent.
Comments: Crystal optoelectronics mainly involves the technology of optical components, more R & D personnel, high R & D investment, with continuous innovation. Strong ability.
08 SAN 'an Optoelectronics (600703)
Founded in November 2000, SAN 'an Optoelectronics Co., Ltd. is headquartered in Xiamen, known as the \"Garden on the sea\
The company is committed to building a national high-tech enterprise with independent intellectual property rights, and its vision is to create an international first-class enterprise. In 2015, the \"GA-based Ultraviolet and Deep Ultraviolet LED Key Technology\" won the second prize of the National Science and Technology Progress Award, was identified as the National Intellectual property Advantage Enterprise in 2016, the invention patent \"Light emitting diode and its production method\" won the China Patent Excellence Award in 2017, and was identified as the National intellectual property Demonstration enterprise in 2018.
SAN 'an Optoelectronics has invested 33.3 billion yuan in Ⅲ-Ⅴ group compound semiconductor materials, LED epitaxy, chips, microwave integrated circuits, optical communications, RF filters, power electronics, SIC materials and devices, special packaging and other industries in Nan 'an High-tech Industrial Park, Quanzhou, Fujian. SAN 'an Optoelectronics has applied for a total of 1,152 patents in the field of optical optoelectronics. Among them, there are 701 invention patents and 181 international PCT patents.
Comments: The core technology of Sanguang Optoelectronics mainly involves LED technology, more technical personnel, high research and development investment, and continuous innovation. Very capable.
09 Ou Fei Kwong (002456)
The main business of Opiate Light Group Co., Ltd. includes micro camera modules, optical lenses, microelectronics business, new materials and intelligent automotive electronic products and services, which are widely used in the consumer electronics and intelligent automobile fields represented by smart phones, tablets and wearable electronic products. Oufei light is rooted in China and has invested more than 5% of its revenue in research and development every year. It has nearly 5,000 highly sophisticated R&D personnel in the industry, and has established a global and interdisciplinary R&D team with branch networks in China, the United States, Japan, South Korea, Israel and other countries. Total market value 22.8 billion
At present, it has established production bases in Nanchang, Shenzhen, Suzhou and Tianjin, and research centers in Nanchang\/Shanghai\/Taiwan, China, SAN Jose, Japan, Tokyo\/Kumamoto, and Suwon, Korea, respectively, to empower development through R&D and innovation. As of June 30, 2020, 6,596 patents have been applied for worldwide, and 3,572 patents have been granted. At the same time, the company continues to carry out industrial vertical integration, extend to the upstream of the industry, focus on the field of higher technical barriers, and continue to maintain the industry leading advantage. With the rapid expansion of scale, the company continues to improve operation and production efficiency, through automation transformation, equipment homemade and software development continue to improve the level of intelligent manufacturing, the current camera module production has achieved a high degree of automation, automation ranks in the forefront of the domestic module industry. And the establishment of the Central Research Institute and postdoctoral research workstation, hiring domestic and foreign advanced research and development talents in many fields, concentrated superior resources for technological breakthroughs.
Comments: Oufei light mainly involves the technology of optical lenses, more technical personnel, high research and development investment, with continuous innovation. Very capable.
10 Jucan Optoelectronics (300708)
Jucan Optoelectronic Technology Co., Ltd. is a high-tech enterprise, the main business is high brightness LED epitaxial wafers, chips and LED lighting related contract energy management. The company's chips for the middle and high-end lighting and backlight market, has become one of the mainstream manufacturers of high-brightness LED chips in China. Total market value 56. Seven hundred million.
The main business is the research and development, production and sales of compound photoelectric semiconductor materials. The main products are GAN-based high-brightness LED epitaxial chips and chips, which are mainly used in display backlight, general lighting, medical cosmetology and other high-end applications. The company has been successively identified as \"National high-tech enterprise\
Comments: Jucan Optoelectronics has layout including general lighting, mobile phone and TV backlight, high light efficiency lighting and other fields, strong innovation ability.
(1) Easy to fly
< br >
Shenzhen Gigalight Communication Technology Co., LTD. (Gigalight), founded in 2006, is committed to becoming the world's best optical network middleware provider and design integrator, providing cost-effective products and services for Internet operators, telecom operators and network communication equipment manufacturers. The company focuses on DCI optical interconnection, HD video optical transmission, 5G optical network, coherent optical communication and silicon optical chip integration, and its main products include optical modules, active optical cables, MPO wiring systems, optical passive devices, coherent optical modules and optical module cloud platforms.
< br >
(2) Chinese workers Zhengyuan
< br >
Huagong Zhengyuan was established in 2001, is a wholly-owned subsidiary of Huagong Technology, the products include semiconductor laser and detector core, optoelectronic devices, optical transceiver module three series, mainly used in digital, analog communication and optical sensing and other fields.