Analysis of the industrial chain and prospects of the ship's supporting electronics industry

1. Overview and trend analysis of the development of the ship's supporting electronic products industry

my country's ship supporting industry had been greatly developed in the 1980s. After the 1990s, under the influence of the idea of ​​"rebuilding ships and lighter supporting facilities", insufficient attention was paid to the development of the ship supporting industry, making the supporting problem a bottleneck for the development of the shipbuilding industry. In the past 10 years, my country’s shipbuilding industry has maintained a momentum of rapid development. Shipbuilding capabilities have gradually improved and the scale of shipbuilding has also continued to expand. Inconsistent with the rapid development of the shipbuilding industry, the localization rate of my country's shipbuilding equipment reached a high of 70% at the end of the 1980s, and then began to gradually decline, reaching less than 30% at the lowest point. Although it has improved in recent years, the overall situation that the development of the shipbuilding industry has lagged behind the development of the entire shipbuilding industry has not changed, so it can be said that the shipbuilding industry still has a large market potential.

Related report: Beijing Puhua Youce Information Consulting Co., Ltd. "Consultation Report on Ship Electronics Industry Survey and Prospect Forecast for 2021-2026"

From the perspective of development trends, ship electronic technology is developing in the direction of digitization, automation, integration, intelligence and integration. With the gradual improvement of users' requirements for high cost performance and high reliability, the manufacturing of marine electronic products has gradually developed in the direction of serialization, modularization and standardization. From the perspective of market size, the current world ship supporting industry market is about 154 billion to 168 billion yuan. Among marine equipment, the equipment with relatively large value is basically: diesel engines, generator sets, propellers, auxiliary boilers, deck machinery, steering systems, Navigation and measurement systems, cabin systems, auxiliary systems, security and life-saving systems, of which the value of marine electronic products accounted for about 15%, about 26 billion yuan, and China accounted for nearly one-third of the global market share. Ship electronic products are characterized by a wide variety of users, a wide range of users, strong mobility, and high price and service requirements. However, the current level of application of information technology in the shipping field is low, and the market space has not been fully tapped. Therefore, relevant ship-to-shore industries in this industry The application prospects of information management technology and products in the downstream shipbuilding industry are broad.

2. The relationship with the upstream and downstream of the industry

Ship supporting electronic products are components with relatively high technical content and added value in ships. The configuration of these products in ships varies with the type and grade of ships. Generally speaking, the more complex and high-quality ships, the higher the share of supporting electronic products. According to the estimates of the European Marine Equipment Council (EMEC), the value of ship supporting products accounts for about 70% of the total value of newbuildings, and my country sets this proportion within the range of 50 to 70%. Among them, the value of ship supporting products accounts for about 70% of the total value of new ships. The value of electronic equipment accounts for about 5-10% of the total value of the ship. The upstream of the ship electronics industry is electronic component manufacturing and parts manufacturing, processing and raw material suppliers, and the downstream is mainly the shipbuilding industry, shipping industry, government departments that supervise ships, and the navy.

Industry chain analysis of ship electronics industry

Source: PricewaterhouseCoopers
As the upstream industry of the ship electronics industry, the electronic component industry has a greater impact on the technology, cost and other factors of the ship electronics industry. After years of rapid development in the electronic components industry, the technology is relatively mature, the market competition is sufficient, and the degree of specialization is relatively high. In the next few years, the electronic component industry will continue to maintain rapid development, which is conducive to promoting the technological progress of the ship's supporting electronic product industry.

The development of downstream industries has a greater impact on the technology, scale and other factors of the industry. The shipbuilding industry is a modern comprehensive industry, including subsystems and ancillary equipment with different functions. With the increasingly obvious trend of global shipbuilding ** to developing countries, the development potential and market scale of my country's shipbuilding industry are huge, which is more beneficial to the long-term development of this industry.

3. Analysis of industry challenges

(1) Lack of domestic core technology

The market share of the global marine electronics industry is mainly occupied by developed countries in Europe and the United States such as Germany, Britain, Denmark, Norway, the United States, and Canada, and the large Asian shipbuilding countries Japan and South Korea. Although China is a big shipbuilding country, the local matching rate of marine electronic products is only about 10%, while the local matching rates of Japan and South Korea have reached 99% and 90% respectively. Judging from the competitive landscape of the international marine electronic technology industry, foreign companies have greater advantages in terms of production scale, technical level, and product diversity, and their products involve almost all aspects of marine electronic technology products. Domestic companies are squeezed by powerful international companies and are at a relatively disadvantage in international competition.

(2) Obstacles to the promotion of new technologies

The marine electronics industry belongs to a high-tech field, and ship computer networks and information systems were initially widely used in scientific investigation ships. Under the current conditions, there is a certain gap between the construction of a domestic high-quality crew and the high requirements of ship information system management technology. This has brought certain obstacles to the promotion of ship electronic information system technology.

4. Industry prospect analysis

(1) Strong domestic market demand

The ship electronics industry is the upstream industry of the shipbuilding industry. The market supply and demand changes and market development prospects of this industry are bound to be affected by the downstream shipbuilding industry. At present, the proportion of China's shipbuilding industry in the global market is gradually increasing, and China has become one of the most important shipbuilding industries in the world. The industry transfer trend of the international manufacturing industry is a market opportunity for the development of China’s shipbuilding industry. This will stimulate domestic market demand and help domestic companies use localization advantages to occupy the market in the future domestic market competition. At the same time, it will promote the rapid development of my country’s ship electronics industry. development of.

(2) Industrial upgrading

Ship-related electronic products involve many fields. The development of natural science and the achievements of high-tech have laid a solid theoretical foundation for the development of the marine electronics industry and will continue to open up new areas. With the continuous progress of microelectronics technology, communication technology, network technology, and electronic information technology, the ship's supporting electronic products continue to develop to the level of integrated automation of the whole ship. In the future, a multi-functional integrated system will be implemented, integrating engine room automation, navigation automation, mechanical automation, Loading automation is equal to one, while the manufacturing of ship electronic products is gradually developing in the direction of serialization, modularization and standardization. The importance of information equipment to the ship supporting industry is increasing, and the market demand will continue to expand in the future.