The sensor is like the nose, eyes and mouth of the machine. It gives the machine more perception and intelligence, and it is a necessity for the future to become intelligent. At present, there are nearly 2,000 related companies engaged in sensor research, including nearly 30 listed companies. In the first half of 2018, the major domestic sensor listed companies performed well. Hikvision's operating income was 20.876 billion yuan, profit was 4.147 billion yuan, profit increased by 26%, Dahua's operating income reached 9.814 billion yuan, and profit was 1.082 billion yuan, an increase of 10.06%. Relevant experts predict that the overall revenue growth of domestic sensor listed companies in the first half of 2018 is obvious. China's sensor market is growing rapidly, with an average annual growth rate of more than 20%.
The sensor industry is a technology- and capital-intensive industry. In the early days, China's sensor business was not highly valued, and its development was slow, making it difficult to form economies of scale. However, in recent years, with the enhancement of domestic enterprises' independent innovation capability and the support of national policies, China's sensor import substitution is accelerating.
At present, the domestic sensor industry is in a critical period of upgrading. Sensors need products that are more micro, smarter, more networked, more systematic, and more functional. Sensor technology has generally undergone three stages of development, from structural sensors to solids. The sensor is now a smart sensor. However, China’s technology still has a big gap compared with foreign countries. The most urgent task is to narrow this gap.
In terms of market size, the global sensor market has maintained steady and rapid growth over the years. According to the Ministry of Industry and Information Technology, by 2018, the Chinese sensor market will reach 261 billion yuan, which can be used to measure the annual compound growth rate of the domestic sensor market. 29.56%.
In the three-year action guide of the smart sensor industry, it is proposed that by 2019, China's smart sensor industry has made significant breakthroughs, and the industrial ecology is relatively perfect. A number of international advanced enterprises with strong innovation capabilities and obvious competitive advantages have emerged, and the technology has been steadily improved. The structure is continuously optimized and the supply capacity is effectively improved.
The scale of the industry is growing rapidly. The scale of the smart sensor industry reached 26 billion yuan; 5 enterprises with main business income exceeding 1 billion yuan and 20 enterprises with over 100 million yuan.
The ability to innovate is significantly enhanced. Established a smart sensor innovation center; simulation, design, MEMS process, wafer level packaging and personalized test technology reached international standards; covering intelligent sensor analog and digital / digital and analog conversion (AD / DA), application specific integrated circuit (ASIC) Software and software integration capabilities such as software algorithms have risen sharply; the number of patent applications for smart sensors has steadily increased, and preliminary layouts have been formed in key areas such as new sensitive materials, low-power design, feedback control, and safety mechanisms; non-semiconductors such as metals, ceramics, and optical fibers. The level of sensor-like intelligence is rapidly increasing.
The ecological system is basically perfect. The load capacity and technology of the intelligent sensor public service platform are rising steadily; the supply capacity of MEMS film sensitive materials such as aluminum nitride (AlN) and lead zirconate titanate (PZT) is continuously enhanced; coating machine, lithography machine, deep silicon etching Major equipment such as machines, wafer bonders, and large-scale high-precision testers have rapidly improved performance. The industry chain has continued to strengthen synergies and form strong system solutions capabilities in key application areas.
Recently, the industry analysis content of China Instrument and Meter Association shows that from the operation of several major sensor companies in the industry, as the core and foundation of IoT technology, intelligent manufacturing technology and even artificial intelligence technology, the application of various types of sensors is growing rapidly. The increase in revenue and profit is higher than the overall level of the industry, and the development prospects of sensors are beyond doubt.
The experts of the association believe that the sensor is a key device and has a high technical content, but it needs to depend on other systems and specific applications. It is difficult to form a large output value and scale itself. Therefore, most of the current industrial sensor companies are taking sensors. Technology as the core, expand the whole machine product, system integration, form the industry solution platform technology. Since the key processes of sensor chips (especially high-precision pressure sensor chips) are subject to people, most sensor companies in the industry actually compensate and package applications after purchasing sensor chips or modules to form terminal products and system integration. The design and application of the enterprise are strong, and the key process of the core components is weak. In addition to focusing on the key processes of sensor core components, the chip is chip-based, miniaturized, intelligent, and low-cost, with a deep understanding and grasp of the application industry and scenarios, and the extension of data collection and integration applications is also the common focus of attention. problem.