The Ministry of Industry and Information Technology (MIIT) and the National Development and Reform Commission (NDRC) have jointly issued the 15th Five Year Plan for the Development of the Electronic Information Manufacturing Industry, setting a clear roadmap for the sector through 2030. The plan envisions that by 2030, China’s electronic information manufacturing industry will play a pivotal role in the global industrial landscape, with combined revenue of industrial firms above the designated size (earning annual revenues of more than CNY20 million) exceeding CNY30 trillion, up from CNY17.4 trillion in 2025. The plan aims to cultivate a batch of key technologies and products in fields such as integrated circuits, advanced computing, consumer electronics, basic electronics and energy-related electronics, while fostering world-class enterprises with strong competitiveness.
Experts said the significance of the plan lies in its recognition of electronic information manufacturing as the critical material foundation for AI development and the main battlefield for AI industrialization. As AI accelerates, it is reinforcing innovation across chips, complete machines, terminals and manufacturing processes, driving profound changes in the sector’s growth momentum, product system and production methods. Li Hongwei, Chief Engineer of the China Center for Information Industry Development, said AI will upgrade the consumer electronics terminal industry in four areas.
In terms of product supply, phones, computers, glasses and toys with AI capabilities will continue to emerge. On technological innovation, AI terminals’ higher demand for computing power and energy efficiency will drive iterative upgrades in on-device large models, AI chips, high-bandwidth memory, multilayer ceramic capacitors and silicon carbide optical waveguides, Li said. Regarding standards, the growing variety of AI terminals will push forward industry standards, guiding both product upgrades and consumer decisions. In application scenarios, AI’s deep integration with vertical fields will expand consumer electronics into healthcare, home-based eldercare and education, while cross-sector applications will unlock new consumption scenarios and release terminal product value, he added.
The plan details 17 key tasks around four pillars: consolidating industrial foundations, enhancing quality and competitiveness, cultivating new growth drivers and improving governance. The first pillar focuses on full-chain breakthroughs in integrated circuits, high-end development of electronic components and materials, innovation and application of intelligent sensors, supply capacity for electronic special equipment and measuring instruments, and the foundation of the photonics industry.
The second aims to strengthen the competitiveness of electronic complete machines and systems by improving industrial chain resilience, building an advanced computing ecosystem, accelerating consumer electronics innovation and advancing software-hardware coordination.
The third pillar seeks to cultivate new growth points by consolidating advantages in energy electronics, promoting the spatiotemporal information industry, strengthening the AI hardware foundation and accelerating digital-intelligent technology integration in industry-specific electronics.
The fourth focuses on sustainable development by enhancing independent innovation, modernizing industrial governance, optimizing regional coordination, and building a new pattern of opening-up and cooperation, the China Daily reports.
