With the advent of the Internet era, we are already in a world surrounded by data. It is no exaggeration to say that data is the basis of modern industrial Internet . The industrial Internet without data is like a passive water, just a loft in the air.
New Third Board Online Research Institute · Text/Chen Rui
New Third Board Online Research Institute core viewpoint
1. As the end of the entire Internet of Things, sensors have a huge potential demand. The huge dependence of the domestic sensor industry on imports has become a bottleneck in my country's development of the Internet of Things. With the introduction of clear support policies by the country, the import substitution rate will further increase.
2. my country's sensor industry layout is blooming at multiple points, and the Yangtze River Delta, Pearl River Delta, Beijing-Tianjin-Hebei, Northeast China and central China have all formed a certain industrial scale.
3. According to the forecast of the Ministry of Industry and Information Technology, by 2018, the scale of China's sensor market will reach 261 billion yuan. Based on this, it can be calculated that the annual compound growth rate of the domestic sensor market size is about 29.56%.
4. Many New Third Board companies have entered the eight major links of the sensor industry chain, and MEMS intelligent sensor has become a new highlight in the future.
Introduction
With the advent of the Internet era, we are already in a world surrounded by data. It is no exaggeration to say that data is the basis of modern industrial Internet. An industrial Internet without data is like a water without a source, just a loft in the air.
Whether it is the current popular cloud computing , big data or artificial intelligence, all of them are built on a huge data sample. Peng Hongbing, deputy director of the Electronic Information Department of the Ministry of Industry and Information Technology, said that sensors will be the core basis for the future interconnection of all things. At present, the global information technology development is in a historical period of cross-border integration, accelerated innovation and in-depth adjustment, presenting new characteristics of the Internet of Things and the intelligence of Everything. The rise of cloud computing, big data, and artificial intelligence has driven major turning points in computing architecture, models and intelligent sensing, and market applications have shown explosive growth trends.
In addition, we also see that in order to promote the development of the entire sensor industry, the "Three-Year Action Guide for the Intelligent Sensor Industry (2017-2019)" has been reviewed and approved by the Minister's Office. The Guidelines put forward an overall goal and four major tasks.
1, Frontier Dynamics of the Sensor Industry
1.1 Policy Guidelines "Three-Year Action Guide for Intelligent Sensor Industry (2017-2019)"
Focusing on future development needs and trends, the Electronic Information Department of the Ministry of Industry and Information Technology, in accordance with the requirements of the Party Group of the Ministry of Industry and Information Technology, and after the framework preparation stage, organization research stage, modification and solicitation of opinions, the "Three-Year Action Guide for Intelligent Sensor Industry (2017-2019)" was officially reviewed and approved by the Minister's Office in January 2017.
It is understood that the purpose of compiling the "Guidelines" is to seize the strategic opportunity period of industrial development, focus on key application areas such as smart terminals, Internet of Things, intelligent manufacturing, and automotive electronics, effectively improve the supply capacity of mid-to-high-end products, and promote the accelerated development of my country's smart sensor industry.
According to the "Guidelines", the overall goal is that by 2019, my country's smart sensor industry will make significant breakthroughs, the industrial ecology will be relatively perfect, and a number of international advanced enterprises with strong innovation capabilities will emerge, with the technical level steadily improving, the product structure will be continuously optimized, and the supply capacity will be effectively improved. It mainly involves three aspects: first, the scale of the industry has grown rapidly; second, the innovation capacity has been significantly enhanced; third, the ecological system has been basically improved.
The Guide involves four main tasks:
First, fill in the shortcomings in key links of design and manufacturing, and promote the upgrade of intelligent sensors to the mid-to-high-end.
mainly carries out the research and development of design, manufacturing, packaging and testing and integration technologies, and strengthens the strategic layout of cutting-edge technologies. Carry out core technology research and development actions. In terms of intelligent sensor design integration technology, we will promote the research and development of new intelligent sensor design technologies based on MEMS technology; improve the level of integration of MEMS sensors; develop intelligent sensors with functions such as information collection, storage, calculation, and judgment decision-making; and promote the development of sensors from discrete devices to system integration and application innovation.In terms of manufacturing and packaging process technology, we will promote the development of mainstream and special MEMS process technologies; promote the upgrading of core manufacturing processes such as deep silicon etching , thin film deposition, and thin film stress control; and promote the research and development and industrialization of wafer-level packaging and 3D packaging technologies.
The second is to carry out smart sensor application demonstration in key industries such as consumer electronics, automotive electronics, industrial control, and health care.
enhances the supply capacity of integrated solutions for consumer electronic smart sensors. Improve the layout of new high-end automobile intelligent sensors. Promote the intelligent application of industrial intelligent sensors. Expand the application field of medical intelligent sensors.
The third is to build an intelligent sensor innovation center, further improve the capabilities of technology research and development, standards, intellectual property, testing and public service, and help the innovative development of the industry.
establishes an intelligent sensor innovation center. The construction goal is: to form a group of key technical achievements with intellectual property rights and core competitiveness by building an intelligent sensor innovation center, cultivate a group of composite innovative talents backbones, and design and manufacturing technology reach the international level. The main tasks are: break through the development bottlenecks of sensitive materials, key processes, software algorithms, etc.; develop common technologies such as deep silicon etching processing technology, wafer-level bonding technology, integrated circuit and sensor system-level packaging technology, communication and transmission technology; actively deploy new intelligent sensors. Research and develop large-scale intelligent sensors suitable for consumer electronics, industry, agriculture, transportation, biomedicine and other industries, as well as intelligent sensor products for special applications such as aerospace and deep-sea exploration. Establish an interdisciplinary compound talent training mechanism.
Fourth, make reasonable planning and layout, further improve the industrial chain, and promote industrial agglomeration and development.
focuses on areas with richer intelligent sensor industry, technology and intellectual resources, and build industrial clusters in the Yangtze River Delta, Pearl River Delta and Bohai Rim, and promote industrial development in key flanking areas. Guide the organizational methods of the intelligent sensor industry to develop into the virtual IDM model or IDM model. Carry out industrial chain upgrade actions.
1.2 held an Academician level meeting
On March 21, 2018, an expert seminar on the construction plan of the integrated circuit and intelligent sensor innovation center was held in Shanghai. Fan Shujian, deputy director of the Science and Technology Department of the Ministry of Industry and Information Technology, attended the meeting and delivered a speech. Chinese Academy of Engineering Academician Liu Baicheng, Chinese Academy of Sciences Academician Zheng Youqing, Zhu Shining, Wang Xi, Yang Deren Academician Li Ruxin and director of the China Manufacturing Research Office of the Chinese Academy of Engineering Qu Xianming, Zhao Jiankun, President of China Electric Hikvision Research Institute, Chen Nanxiang, Vice Chairman of China Resources Microelectronics, and more than 30 representatives from relevant units such as Fu Xinhua, Deputy Director of the Shanghai Economic and Information Commission, Zhang Ying, Chief Engineer, SMIC and Shanghai Huahong attended the meeting. At the meeting, academician of the Chinese Academy of Sciences, president of Fudan University, , Xu Ningsheng, and chairman of Shanghai Xinwu Technology Co., Ltd., reported on the construction plan for the integrated circuit and intelligent sensor innovation center respectively. The experts at the meeting conducted in-depth discussions on the positioning and goals of the construction plans of the two innovation centers, talent training, diffusion of innovative results, patent protection mechanism, playing a coalition role and sustainable development.
1.3 New trends of Internet tycoons
On March 28, Senior Vice President of Alibaba Group and President of Alibaba Cloud Hu Xiaoming announced at the Shenzhen Summit of the 2018 Yunqi Conference that Alibaba will fully enter the field of the Internet of Things. IoT (Internet of Things) is the new main track of Alibaba Group after e-commerce, finance, logistics, and cloud computing. Hu Xiaoming said that Alibaba Cloud IoT is positioned as the builder of the Internet of Things infrastructure, and Alibaba Cloud plans to connect 10 billion devices in the next five years.
In order to realize the idea of interconnection of everything, various sensors, such as infrared sensors, global positioning systems, laser sensors, etc. will become a key link in the entire Internet of Things.
2, domestic sensor industry distribution and market
2.1 industrial distribution
my country's sensor manufacturers are mainly concentrated in the Yangtze River Delta region, and gradually form a regional spatial layout mainly composed of central cities such as Beijing, Shanghai, Nanjing, Shenzhen, Shenyang and Xi'an.
2.2 The domestic market will reach 261 billion yuan in 2018
The overall quality of my country's sensor industry is uneven, and the self-sufficiency rate of high-end products is insufficient. As of the end of 2013, there were more than 2,000 enterprises and institutions engaged in the development, production and application of sensors in my country, and more than 50 enterprises engaged in the development and production of micro systems, with more than 6,000 types of products, with an annual total output of more than 4 billion units, and a market sales exceeded 100 billion yuan.
sensor industry is a technology- and capital-intensive industry. In the early days, my country's sensor business failed to receive high attention and developed slowly, making it difficult to form an economic effect of scale. According to the statistics of Zhiyan Information, in 2015, the global sensor market was still occupied by developed countries such as the United States, Japan, and Germany. In 2015, sensors in the United States, Japan and Germany accounted for 29.0%, 19.5% and 13.0% of the global sensor market share, respectively, accounting for 60%.
However, in recent years, with the enhancement of domestic enterprises' independent innovation capabilities and the support of national policies, my country's sensor import substitution is accelerating. In 2014, my country's sensor imports accounted for about 80%, and sensor chip imports accounted for about 90%. In 2016, about 60% of sensitive components and sensors relied on imports, and more than 80% of core chips relied on imports, and the degree of import dependence was significantly improved.
In terms of market size, the global sensor market size has maintained stable and rapid growth for many years. In 2010, the global sensor market size was only US$72 billion, and in 2015, the market size reached US$159 billion, with a compound growth rate of up to 17.2%. The Ministry of Industry and Information Technology expects that the global sensor market size will reach US$266 billion by 2018. In recent years, the domestic sensor market has also maintained rapid growth. In 2010, the size of China's sensor market was only 40 billion yuan and reached 120 billion yuan in 2015. According to the forecast of the Ministry of Industry and Information Technology, by 2018, the size of China's sensor market will reach 261 billion yuan. Based on this, it can be calculated that the annual compound growth rate of the domestic sensor market size is about 29.56%.
3, industrial chain and layout company
According to the China High-end Chip Alliance and the China Academy of Information and Communications Technology, the smart sensor industry is an industry with high technical barriers and the industrial chain is relatively long. Specifically, it includes eight links: R&D, design, manufacturing, packaging, testing, software, chips and solutions, and systems/applications. The R&D link of
is the most technically difficult link in the entire industrial chain. Therefore, most domestic and foreign countries choose to rely on the R&D power of universities and large research institutes. For example, there are European Microelectronics Research Centers abroad, and the Institute of Microelectronics, Chinese Academy of Sciences, etc.
design link, compared with R&D, commercial companies have begun to appear. In China, the representatives of listed companies include Goertek Acoustics, Gaode Infrared, Shilan Micro, Huiding Technology, etc.; representative companies on the New Third Board include Naxin Micro, etc. The main domestic groups are Hong Kong stocks and main board companies, such as Huahong Semiconductor, SMIC, etc. In the
packaging process, domestic A-share companies and Taiwanese companies each account for half of the market. The main representative companies of A-shares include Jingfang Technology, Huatian Technology, etc.; the main representatives of Taiwanese listed companies include Tongxin Electronics, Licheng Technology, etc.; the representative companies of the New Third Board include Hongguang Co., Ltd., Gaohua Technology, etc. The main test of
is ADN Semiconductor, Yingmeisheng, etc. Domestic companies include Gongda Electroacoustic, Shanghai Hualing, Shendi Semiconductor, etc.
software link, foreign companies mainly include Bosch, Lou's Electronics, STMicroelectronics, etc. Domestic companies include Feizhi, Suwei Technology, Shendi Semiconductor, etc.
chips and solutions, mainly foreign countries include Nvidia, Apple, Samsung, etc. The major domestic companies include Xiaomi, HiSilicon, Junzheng, etc.; representatives of companies on the New Third Board include Shangwo Medical, Liarda, Audivi, etc. The application link of
is mainly Apple, Samsung, Sony, etc. Representatives of major domestic companies include Huawei, ZTE, Xiaomi, Lenovo, TCL, etc.
4, New Third Board Company Research
4.1 Sensor Company Profile
According to statistics from the New Third Board Online Research Institute, there are 48 New Third Board Sensor Companies. In 2017, the expected annual average revenue is 165 million yuan and the average net profit is 14.57 million yuan.Among them, there are 13 companies with annual revenue exceeding 100 million yuan; 10 companies with annual revenue ranging from 50 million to 100 million yuan; and 25 companies with annual revenue exceeding 50 million yuan.
From the perspective of revenue ranking, the revenue of chip R&D and manufacturing enterprises is at the upper and lower level, while pure software enterprises generally have less than 30 million yuan in revenue.
From the perspective of growth, the average revenue growth rate of 48 companies reached 35.7%, better than most New Third Board industries.
4.2 Selected company
Gaohua Technology 833425.OC——The leading MEMS enterprise in the New Third Board
Company is engaged in the research and production, software development and sales of MEMS sensitive chip packaging, sensors, and transmitters, system integration, and general commodity trading business.
has a strong R&D and process team, mastering core technologies and processes, and maintaining close technical cooperation and exchanges with world-renowned sensor companies. The company currently has 6 invention patents, 29 utility model patents, and 3 computer software copyrights. The company has obvious technical advantages in the domestic MEMS sensor industry.
Yijie Co., Ltd. 430234.OC - 100% independent intellectual property rights, internationally leading performance
The company has the patented technology and production capacity of infrared sensors with 100% independent intellectual property rights. It is one of the few enterprises in China that can achieve independent research and development and production from basic infrared devices, infrared gas sensors to infrared terminal products (detection instruments and analysis instruments). The product performance indicators have reached the international leading level.
has a high-quality management and technical team with rich experience, and has a number of core technologies for patent protection. The company's quality management system has passed the certification of the international certification agency SGS, and its products have passed the inspection and certification of authoritative institutions such as the Fire Product Conformity Assessment Center of the Ministry of Public Security, the Measuring and Testing Center of the Shanghai Technical Supervision Bureau, and the National Explosion-proof Product Inspection Center. Some products have also passed the safety product certification of UL Laboratory in the United States. The company has the most advanced gas detection and calibration laboratory, environmental laboratory, fully automatic SMT production line in China, and has a large number of detection instruments and proprietary equipment.
Ket Co., Ltd. 832978.OC - a professional automotive sensor manufacturer
Company is a high-tech enterprise specializing in the research, development, production and sales of automotive sensors, power modules/resistances, actuators, controllers and other automotive parts products. The company has a group of engineering and technical personnel with rich experience and strong professional capabilities. The staff of college or above account for 40% of the company's total number; equipped with advanced development, production, testing and testing equipment, and has the ability to produce SMT fully automatic production lines, mold manufacturing and injection molding, product assembly and other production processes. In 2004, it passed the ISO/TS16949 quality management system certification of German TUV company.
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