It is estimated that the scale of China's sensor market will reach 147.2 billion yuan in 2022

At present, there are more than 2000 enterprises engaged in sensor production and R & D in China, of which more than 50 are engaged in micro system research and production. At the same time, sensors are increasingly applied to various fields of social development and human life, such as industrial automation, agricultural modernization, aerospace technology, military engineering, robotics, resource development, ocean exploration, environmental monitoring, security, medical diagnosis, transportation, household appliances and so on.

The global sensor market has maintained rapid growth

In recent years, the global sensor market has maintained rapid growth, with a growth rate of more than 20% in 2009 and 2010. Affected by the global economic downturn in 2011, the growth rate of the sensor market decreased by 5% compared with 2010, and the market scale was US $82.8 billion. With the gradual recovery of the global market, the global sensor market reached US $95.2 billion in 2012 and about US $105.5 billion in 2013. With the continuous improvement of the economic environment, the market demand for sensors will continue to increase. In 2016, the scale of the global sensor market exceeded 170 billion US dollars, with a growth rate of 9.7%. By the end of 2017, the global sensor market had reached about US $190 billion.

Analysis and forecast of sensor market scale in China

According to the statistical data of the analysis report on the development prospect and investment forecast of the sensor manufacturing industry released by the forward looking Industry Research Institute, the scale of China's sensor market in 2015 was 99.5 billion yuan, a year-on-year increase of 15%. By 2016, the scale of China's sensor market had reached 112.6 billion yuan, a year-on-year increase of 13.2%. By the end of 2017, the scale of China's sensor market had increased by about 130 billion yuan. It is estimated that the scale of China's sensor market will reach 147.2 billion yuan in 2018, with an average annual compound growth rate of about 12.13% in the next five years (2018-2022). It is estimated that the scale of China's sensor market will reach 232.7 billion yuan in 2022.

Statistical analysis of top 10 revenue and profit of Chinese sensor listed companies in the first half of the year

In the revenue ranking of Chinese sensor listed companies in the first half of 2018, the top ten enterprises are Hikvision, Dahua shares, Goethe shares, aerospace electronics, Dunan environment, Huatian technology, aerospace Electromechanical, Shenghe resources, Dongfeng Technology and Tongding Internet. Among them, Hikvision ranked first in revenue, with a revenue of RMB 20.876 billion in the first half of 2018, an increase of 26.92%.

1. Favorable policies promote the development of sensors

In recent years, the government has issued national strategies such as the outline for promoting the development of national integrated circuit industry, made in China 2025 and the guiding opinions of the State Council on actively promoting the "Internet of things +" action, which has promoted the development of the Internet of things and sensors.

In May 2017, the Ministry of industry and information technology issued the three-year action guide for intelligent sensor industry (2017-2019), focusing on key application fields such as intelligent terminal, Internet of things, intelligent manufacturing and automotive electronics, effectively improving the supply capacity of medium and high-end products and accelerating the development of China's intelligent sensor industry. The overall goal is that by 2019, China's intelligent sensor industry is expected to make a significant breakthrough, the industrial ecology is relatively perfect, a number of international advanced enterprises with strong innovation ability have emerged, the technical level has been steadily improved, the product structure has been continuously optimized, and the supply capacity has been effectively improved. It mainly involves three aspects: first, the rapid growth of industrial scale; Second, the innovation ability has been significantly enhanced; Third, the ecological system is basically perfect. With the strong support of national policies, local sensor enterprises are expected to improve technology and absorb more market share.

2. Preconditions for the development of Internet of things industry

Generally speaking, the structure of the Internet of things is usually divided into three parts: perception layer, network layer and application layer. Among them, the perception layer, as the source of data collection, is the basis of the implementation of the Internet of things. In the perception layer, the most important component is a variety of sensors.

Driven by the Internet of things industry, the popularity of smart phones, wearable, virtual reality, intelligent hardware, video interaction and security monitoring, robots, 3G / 4G communication technologies, and their interconnection with home life have opened up a new space and a new sense of user experience for people, which are all hot areas of sensor applications.

In the industrial field, intelligent chemical plants and digital chemical plants also need a large number of intelligent equipment. The popularization and application of big data and remote monitoring also put forward new requirements for equipment data acquisition and transmission. In this context, the use of sensors is not only the key to realize intelligent production and intelligent chemical plant, but also the prerequisite to promote enterprises to realize intelligent manufacturing and embrace the coming era of the Internet of things.

3. Industrial Cluster Development

China's sensor manufacturers are mainly concentrated in the Yangtze River Delta, and gradually form a regional spatial layout dominated by central cities such as Beijing, Shanghai, Nanjing, Shenzhen, Shenyang and Xi'an.

Yangtze River Delta region: with Shanghai, Wuxi and Nanjing as the center, a relatively complete sensor production system and industrial supporting facilities including thermal sensitivity, magnetic sensitivity, image, weighing, photoelectric, temperature and gas sensitivity have been gradually formed.

Pearl River Delta region: it is dominated by the central city of Shenzhen and consists of foreign-funded enterprises in nearby small and medium-sized cities. It is a sensor industry system dominated by thermal, magnetic, ultrasonic and weighing.

Northeast China: mainly Shenyang, Changchun and Harbin, mainly producing MEMS force sensor, gas sensor and humidity sensor.

Beijing Tianjin region: mainly universities are engaged in the research and development of new sensors to fill the domestic gap in some fields. The State Key Laboratory of micron / nano has been established in Beijing.

Central region: mainly in Zhengzhou, Wuhan and Taiyuan, with the mode of close combination of industry, University and research, it has a good development trend in industries such as PTC / NTC thermistor, inductive digital liquid level sensor and gas sensor.

4. The automotive sensor market is developing rapidly

The electric vehicle market has taken off, and self driving is expected to come true due to the deep learning and calculation of artificial intelligence. In recent years, in addition to actively investing in the development of electric vehicles or electric hybrid vehicles, the world's first-line car manufacturers have also invested huge resources in the construction of advanced driving assistance system (ADAS), in order to make the era of self driving come earlier. Thanks to the vigorous development of electric vehicles and self driving vehicles, although the growth of global automobile sales is still limited in the next few years, the growth of vehicle sensors and micro electro mechanical (MEMS) market is accelerating.