Sensors have always been weak industries in China. They are highly dependent on foreign technologies and products. From the development degree of each major industry, in the past, domestic sensors were like "abandoned children", with little action and no thunder. Sure enough, when the Internet of things, smart cars, industry 4.0 and other emerging industries are rapidly sweeping the world, sensors have become "neck sticking" technology.

However, near the end of the year, the original state of the sensor seems to have improved. From the establishment of Shanghai smart sensor Industrial Park on December 24 to the special closed door symposium held by representatives of dozens of domestic sensor enterprises and research institutes invited by the Ministry of science and technology on December 26, including relevant policies and support events issued by the state, it can be seen that the future of domestic sensor industry may be re valued and redefined.

The tuyere in the eyes of the investment community

As an industry is not hot and developing fast, we can first look at investment, because investors are often keen. This is the view expressed by Xue Zhenghua, vice president of the Institute of financial science and technology of Tsinghua University, in a speech. In fact, to put it in a popular way, it is where the funds are, and where the hot spots and outlets are. In the recent discussion of the sensor field of the linear rise of heat, it seems that we can use this for reverse verification.

According to the author, during the period from December 23 to December 30, the number of questions and answers about sensors on the interactive platform of Shenzhen Stock Exchange soared to 242 this week, an increase of about 112.2% compared with 114 last week. Even in the question and answer communities of major financial websites, the number of questions and answers about sensors has risen sharply.

After a walk around major domestic exchange platforms, we found that the performance of the stock market is also quite difficult. On the 23rd, sensor concept stocks opened, with the trading limit of Wanxun automation, Senba sensor and other enterprises. As of the 30th, Hanwei technology and colli sensor had a significant rise.

If the above funds and concerns are mixed with the investment elements of the inexperienced, not the pure "royal blood" of the investment community, let's take a look at the eye-catching test of the investment institutions on the sensor industry.

MEMS sensor air port is still

Not only the investment institutions are deeply interested in the MEMS field, but also the consultation on MEMS sensors accounts for a large number of more than 200 questions and answers from the exchange.

MEMS sensor is a device that integrates micro structure, micro sensor, micro actuator, signal processing and control circuit, structure, communication and power supply into a micro electromechanical system. It originated from the invention of transistor in Bell Laboratories in 1947, and then the invention of Micromotor in University of California in 1987, until the commercialization of micro accelerometer in American ADI company in 1993 It marks the beginning of MEMS technology industrialization. With the rise of PC, information technology and the application potential of Internet of things and other cutting-edge industries, MEMS sensors have been on the way of research and development, application. At present, according to the measured quantity, MEMS sensors include acceleration, angular velocity, pressure, displacement, flow, magnetic field, infrared, temperature, gas, ion concentration and biological concentration sensors.

As the world's largest electronic product production base and industrial manufacturing country, China consumes about 50% of the world's MEMS devices. According to the data released by CCID Research Institute, by 2021, the annual average composite growth rate of China's MEMS sensors is over 15%, higher than the global growth rate of 9.6%. However, the market belongs to the market. China's research on MEMS sensors is late, and the industrial development is far less than the high demand of the market.

It can be said that the Internet of things, as one of the most potential industries, has brought huge development dividends to MEMS sensors. The rise of intelligent home, industrial Internet of things, environmental monitoring and other areas of the Internet of things has made the use of MEMS increase rapidly.

At present, almost all MEMS sensors in China rely on imports. Even the existing MEMS enterprises in China, their products are mainly concentrated in the field of accelerometers and pressure sensors, with few product categories. The product structure is obviously out of balance on microphones, inertial combination sensors and RF MEMS devices widely used in the Internet of things.

At the same time, China, as the country with the richest application scenarios of the Internet of things, has a natural and inborn outlet in smart city, industrial Internet, smart home, Internet of vehicles and smart agriculture. Taking smart city as an example, from the perspective of market scale, IDC forecasts that in 2023, the scale of China's smart city technology spending will reach 38.92 billion US dollars. In terms of the scale of MEMS sensor application, smart city is called "smart city"

2、 No one dares to say that first, it contains all kinds of social infrastructure. In order to realize the Internet of things, the demand for sensors is huge. MEMS sensors can also fully meet the requirements of the Internet of things for sensor miniaturization.