The "Implementation Plan for the Digital Transformation of the Electronic Information Manufacturing Industry" (hereinafter referred to as the "Plan") was released in May this year. Its core is to solve the long-term structural contradictions faced by the electronic information manufacturing industry through digital transformation and build a new industry with global competitiveness. Ecology is the key leap for my country's electronic information manufacturing industry to transform from scale expansion to value creation.

As a strategic, basic and leading industry of the national economy, the electronic information manufacturing industry has a large scale, a long industrial chain and a wide range of fields. Take the smartphone industry as an example, from the upstream chip R & D and manufacturing, precision parts production to the midstream machine assembly, to the downstream sales and after-sales service, the entire industry chain covers countless companies and links.

The data shows that in 2024, my country's electronic information manufacturing industry above designated size will achieve an operating income of 16.19 trillion billion yuan. With such a huge industrial scale, its development trend has a pivotal impact on the overall economic situation of my country. At the same time, it is also a key area to promote the deep integration of the real economy and the digital economy, promote new industrialization, and cultivate and strengthen new quality productivity. At present, the wave of digital economy is sweeping the world, and the digital transformation of electronic information manufacturing industry has become an irresistible trend. The traditional production model is difficult to match the digital production model in terms of efficiency, accuracy and response speed to market changes.

From the perspective of global competition, electronic information manufacturing industry has become the core battlefield of great power game. According to the data of the World Semiconductor Trade Statistics Organization (WSTS), the global semiconductor market will reach 600 billion billion US dollars in 2024, while China's self-sufficiency rate in high-end chips is less than 30%, and the external dependence on key equipment and materials exceeds 70%. The policy of "promoting key core technology research" is a breakthrough in facing this dilemma. For example, China's Yangtze River Storage in the field of 3D NAND flash memory through digital process optimization, to achieve a 128-layer stacking technology mass production breakthrough, the yield increased to 95%, this result confirms the digital transformation of the core technology breakthrough acceleration. Driven by the policy, the future is expected to form technology cluster advantages in chip design simulation, advanced packaging and other fields, breaking the monopoly of foreign technology.

The role of digital transformation in reshaping the industrial chain is particularly evident in the building of supply chain resilience. In the global chip shortage crisis in 2023, TSMC shortened the order delivery cycle by 40% with its digital twin factory system, while some domestic enterprises fell by more than 20% due to low digitalization of the supply chain. This policy emphasizes the "digital transformation of the whole industry chain", which is essentially to build an intelligent supply chain system. For example, BOE has implemented the whole process data from glass substrate production to panel assembly through the deployment of an industrial Internet platform. The accuracy rate of equipment failure warning is 92%, and the inventory turnover efficiency is increased by 35%. When upstream and downstream enterprises in the industrial chain realize data exchange, it can not only alleviate the mismatch between supply and demand caused by the bullwhip effect, but also give birth to new production models such as C2M (user-connected manufacturing), shortening the product development cycle by more than 60%.

At the application level of emerging technologies, the policy takes the deep integration of artificial intelligence, advanced computing and industry as an important direction, which reflects the urgent need for industrial upgrading. IDC data shows that the global industrial AI market will reach 45 billion US dollars in 2024, while the AI penetration rate of China's electronic information manufacturing industry is less than 15%. Through policy guidance, AI technology is accelerating the enabling quality inspection process. For example, after a mobile phone factory in Shenzhen introduced a visual AI quality inspection system, the defect detection accuracy rate increased from 85% to 99.5, and the labor cost was reduced by 70%. In the future, with the integration of edge computing and 5G technology, scenarios such as predictive maintenance of equipment and intelligent scheduling will be implemented on a large scale, which is expected to reduce comprehensive production costs by 20% to 30%.

It is worth noting that the "Plan" incorporates the market-oriented configuration of data elements into the top-level design, and proposes to "establish a basic data system for the electronic information manufacturing industry". This innovative breakthrough directly points to the pain point of the industry: at present, the data island rate of electronic information enterprises in China is as high as 65%, and the conversion rate of data assets is less than 10%. By building industrial databases, companies can turn production data, research and development data into digital assets. For example, Ningde era developed a battery health management algorithm using battery life cycle data to extend battery life by 15% and create additional revenue of more than 2 billion yuan. The circulation and value mining of data elements will give birth to new business forms such as data trading and data services, and the relevant market size is expected to exceed 100 billion yuan by 2027.

However, the policy still faces multiple challenges. According to the survey data of China Institute of electronic technology standardization, the funding gap of digital transformation of small and medium-sized enterprises is 800 billion yuan, and 70% of enterprises lack professional digital talents. This requires that in terms of policy support, we should further improve the mechanism of "unveiling the list and leading the leader", encourage colleges and universities to set up interdisciplinary subjects of digital transformation, and at the same time reduce the cost of enterprise transformation by means of financial discount and tax preference. In addition, data security and privacy protection issues also need to be resolved, and a hierarchical data security management system needs to be established to balance innovation and development with risk prevention and control.

Through the three paths of technological breakthrough, industrial chain reconstruction and data element activation, the policy is reshaping the rules of industry competition. This change is not only related to the upgrading of individual industries, but also will provide a model for the deep integration of China's digital economy and the real economy, helping to achieve a historic leap from a "manufacturing power" to a "manufacturing power.