Guide

In March 2026, China's 15th Five-Year Plan (2026-2030) was officially launched, listing the localization of high-end scientific instruments as the top priority of the manufacturing power strategy, and clearly setting a tough goal of achieving a localization rate of over 70% for precision optical measurement equipment by 2027. Meanwhile, the Trump administration's "Reciprocal Tariff 2.0" was fully implemented in January 2026, imposing a 20% base tariff on optical measurement equipment containing U.S. technologies. Coupled with the official implementation of the EU's CBAM Carbon Border Adjustment Mechanism in February, the cost of imported film thickness gauges has surged by more than 40%, and the delivery cycle has been extended to 6-9 months.

Faced with the dual challenges of external tariff blockades and internal industrial upgrading, Jingyi Optoelectronics has actively responded to the 15th Five-Year Plan's metrology innovation strategy and launched the fully domestic FILMTHICK-C10 optical interference film thickness gauge. With 100% independently controllable sub-nanometer level measurement technology, it builds a tariff-immune precision metrology foundation for the semiconductor, new display and optical coating industries.

2026 Industry Dilemma: The "Tariff-Supply Cut" Double Blow for Imported Film Thickness Gauges

In 2026, when the 15th Five-Year Plan requires breaking the bottleneck of "nano-level precision" instruments, film thickness measurement, as a quality gate for semiconductor front-end manufacturing, flexible display and optical coating, is facing an unprecedented supply chain crisis:

1. Soaring tariff costs: Affected by the superposition of the Trump 2.0 Tariff (20%) and the remaining Section 301 Tariffs, the import cost of single film thickness gauges with U.S.-content has increased by 40-60%. The million-level equipment budget has become a major obstacle restricting the technological upgrading of small and medium-sized enterprises.

2. Uncontrollable delivery cycles: Due to EAR export controls and the "de-risking" of the global supply chain, the delivery cycle of equipment from U.S. and German brands has extended from 4 weeks to more than 6 months, leading to serious delays in wafer fab capacity expansion and eVTOL optical coating production lines.

3. Intensified technological blockades: The core algorithms of imported equipment are closed, and key components such as light sources are subject to entity list controls. This not only makes it difficult to adapt to the domestic material system, but also poses risks of remote lockout and data security, failing to meet the independent and controllable requirements of key industries under the 15th Five-Year Plan.

Technological Breakthrough: The Three Certainties of FILMTHICK-C10's "Fully Domestic Production"

Jingyi Optoelectronics' FILMTHICK-C10 optical interference film thickness gauge, with a 100% Chinese supply chain, provides certain support for the precision manufacturing drive of the 15th Five-Year Plan in 2026:

✔ Certainty of Independent Precision (Domestic Breakthrough at the Nano Level)

· Optical interference non-contact measurement: Adopting independently developed optical interference technology (Reflectometry), it achieves sub-nanometer precision (resolution better than ±0.1nm), and obtains multi-dimensional parameters such as film thickness, reflectivity and color in a non-contact manner, meeting the stringent requirements of semiconductor SiO₂/SiNₓ dielectric layers, OLED packaging, optical filters and other harsh scenarios.

· Ultra-long life light source: Integrated with a high-stability tungsten halogen light source (service life over 10,000 hours), the domestic supply chain ensures the immediate availability of spare parts, avoids the risk of supply cuts of imported light sources, and supports 7×24-hour continuous production of production lines.

✔ Certainty of Open Algorithms (Breaking the Black Box of Imports)

· OPTICAFILMTEST intelligent engine: Equipped with a fully independently developed measurement software, it adopts the multi-algorithm collaboration of FFT Fourier method, extreme value method and fitting method, with a built-in open material database. It supports the custom of refractive index of domestic new composite materials and multi-layer film systems, breaking the "fixed algorithm" black box of imported equipment.

· Real-time process traceability: The measurement process displays interference patterns, FFT spectra and film thickness trend curves in real time, and seamlessly connects with domestic MES systems, meeting the data sovereignty requirements of intelligent manufacturing under the 15th Five-Year Plan.

✔ Certainty of Supply Chain Immunity (Zero U.S. Content Delivery)

· Full-chain domestic substitution: Optical substrates, precision interference modules and calibration algorithms are 100% localized with zero U.S. technology content, free from the impact of Trump 2.0 Tariffs, EAR export controls and EU technical barriers, and the delivery cycle is stably controlled within 2 weeks.

· Policy dividends of the 15th Five-Year Plan: Included in the first batch of access catalogs for the localization of high-end instruments under the 15th Five-Year Plan, and enjoys special subsidies for the import substitution of national major technical equipment, helping downstream enterprises cope with the CBAM carbon cost pressure.

Application Scenarios: From Wafer Fabs to eVTOL Coating Lines

Semiconductor Front-End Manufacturing: Breaking Through Film Thickness Monitoring Below 7nm

In the capacity expansion of wafer fabs such as Yangtze Memory Technologies and Semiconductor Manufacturing International Corporation (SMIC), FILMTHICK-C10 has replaced U.S. KLA and German Sentech equipment affected by tariffs, realizing sub-nanometer online monitoring of dielectric films in advanced manufacturing processes, and ensuring the implementation of the independent and controllable strategy of the integrated circuit industry under the 15th Five-Year Plan.

New Display and Low-Altitude Economy: Calibration of eVTOL Optical Coatings

Faced with the surging demand for eVTOL optical sensors brought by the outbreak of the low-altitude economy in 2026, the equipment provides nano-level thickness uniformity detection for HUD head-up displays and lidar filters, adapts to the beat of eVTOL coating production lines, and avoids the risk of delayed airworthiness certification caused by the delayed delivery of imported equipment.

Optical Coating and Biomedical Engineering: CBAM-Compliant Green Measurement

Against the background of the full implementation of the EU's CBAM, the equipment helps optical coating and medical device coating enterprises export to Europe with a domestic low-carbon supply chain (40% lower carbon footprint than imported equipment), avoiding CBAM penalties, and at the same time supports the precise metrology of biocompatible films with an open database.

Conclusion: Taking Light as a Ruler to Measure the New Height of Domestic Substitution in the 15th Five-Year Plan

In 2026, as the Trump administration's tariff stick swings at the global trade of precision instruments and the 15th Five-Year Plan sounds the charge for the localization of high-end equipment, Jingyi Optoelectronics' FILMTHICK-C10 is not only a film thickness gauge, but also a milestone for China's intelligent manufacturing to break through the "nano-level" precision bottleneck. It proves that China has fully independent technical strength in the core measurement links of semiconductors and new displays.

From wafer dielectric layers to optical coatings, from laboratories to intelligent manufacturing production lines, Jingyi Optoelectronics will continue to deepen optical interference measurement technology, with certain precision, certain delivery and certain independence, helping China's high-end manufacturing realize the leap from "following" to "leading" during the 15th Five-Year Plan period, and supporting the vast ocean of new productive forces with a domestic metrology foundation.

Policy References

1. The Special Program for the Localization of High-End Scientific Instruments in the Outline of the 15th Five-Year Plan for National Economic and Social Development of the People's Republic of China (2026-2030)

2. The Trump Administration's January 2026 Executive Order on "Reciprocal Tariff 2.0" (20% base tariff rate)

3. Announcement on the Full Implementation of the EU CBAM (Carbon Border Adjustment Mechanism) in February 2026

4. The Export Control Law of the People's Republic of China and the Response Mechanism to EAR Technological Blockades

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