China's sensors are an important technical basis for the information society, and it is also the technology that the developed countries are competing to develop. At present, it is still active in the international market, such as Germany, Japan, the United States and other countries. In comparison, China's sensor industry is developing slowly, and more than 80% of sensors rely on imports. The development of China's Internet of Things has not been able to break through, and the lack of "perceived ability" is an important reason.

The sensor startup chain can be roughly divided into research and development ¡ú design ¡ú manufacturing ¡ú packaging ¡ú testing ¡ú application. At present, China has formed a complete industrial chain in sensor research and development, design, OEM production, packaging testing and application.

Standard for the Internet of Things era, the sensor industry growth rate maintains 2 digits

In recent years, the State Council, the Ministry of Industry and Information Technology, and the National Development and Reform Commission have issued guidance documents on the development of the Internet of Things. In January 2017, the Ministry of Industry and Information Technology issued the "Information and Communication Industry Development Planning Internet of Things (2016-2020)", clearly indicating that China's Internet of Things is accelerating into the "cross- In the new stage of integration, integrated innovation and large-scale development, it proposes six key tasks, such as strengthening industrial ecological layout, perfecting technological innovation system, perfecting standard system, promoting scale application, improving public service system, and improving safety and security capabilities. The development of the Internet of Things industry in the next five years has pointed out the direction. In recent years, China's Internet of Things industry has grown at a rate of more than 20%. In 2018, the size of China's Internet of Things market exceeded 1.2 trillion yuan.

The McKinsey report pointed out that by 2025, the economic benefits brought by the Internet of Things will be between 2.7 trillion and 6.2 trillion US dollars. Among them, sensors, as the most important data collection portal of Internet of Things technology, will usher in a broad space for development. According to China's ICT data, the size of China's sensor market has maintained rapid growth in recent years, reaching 147.2 billion yuan in 2018, an increase of 13.2% year-on-year, and maintained double-digit growth rates in the past five years.

Depending on the type of sensor, it includes temperature and humidity sensors, pressure sensors, image sensors, light sensors, position sensors, gravity sensors, and so on. Flow sensors, pressure sensors, and temperature sensors occupy the largest market share.

The regional pattern is obvious, forming four industrial clusters

From the perspective of the industrial chain, China's smart sensor industry ecology has gradually become more complete, design, manufacturing, packaging and testing and other key links have backbone enterprise layout. The manufacturers of these sensors are mainly concentrated in the Yangtze River Delta region, and gradually form a regional spatial layout dominated by central cities such as Beijing, Shanghai, Nanjing, Shenzhen, Shenyang and Xi'an.

From the perspective of enterprise distribution, sensor companies are mainly distributed in four major industrial clusters in East China, Beijing, Tianjin and Northeast China, Pearl River Delta and Midwest. Among them, the number of sensor enterprises in East China is the largest, accounting for 60% of the total number of enterprises in the country, the Pearl River Delta region accounts for 15.5%, Beijing and Tianjin and Northeast China account for about 16%, and the central and western regions account for about 8.5%. In addition, the sensor industry is accompanied by the rise of the Internet of Things, and has gradually developed in other regions, such as Shaanxi, Sichuan, and Shandong.

The revenue growth is obvious, and ¡°Hundred Flowers Blossom¡± is still an industry feature.
China's sensors started relatively late, and the development of high-end sensors lags behind developed countries such as Europe, America, Japan and South Korea. With the rapid development of domestic information technology, the country has listed sensor technology as a key breakthrough. In recent years, China's sensors have developed rapidly. . According to the statistics of OFweek Electronic Engineering Network, there are nearly 2,000 related companies engaged in sensor research, including nearly 30 listed companies.

China's sensor market is growing rapidly, with an average annual growth rate of more than 10%. According to statistics, the domestic sensor market reached 207.2 billion yuan in 2018. In 2018, the domestic sensor listed companies' overall revenue growth was obvious, and more than 80% of the company's revenues increased, with only three companies.

From the perspective of revenue distribution structure, only 16% of the more than 10 billion yuan, and 36% of the more than 5 billion yuan. In addition, enterprises with annual revenues of less than 2 billion account for 40%, which also reflects the fierce competition in the domestic sensor industry.

Competitive prospects: smart sensors into the future focus of the enterprise

The sensor is an application-oriented technology that can only truly reflect its value if it is effective in the actual application scenario. With the continuous breakthrough of artificial intelligence technology, smart sensors have become a new market demand. Smart sensors have the ability to acquire, process, and exchange information, and are the result of a combination of sensor integration and microprocessors. Compared with traditional sensors, smart sensors are characterized by high precision, high reliability, strong adaptability, and high cost performance.

According to the statistics of listed companies' operating products, there are 12 companies engaged in smart sensors in 25 domestic sensor listed companies, and nearly half of them are engaged in smart sensor research, which shows that the market prospect is broad.