Research a circle, found that the sensor is really a “six strange” market.

Sensor first strange:

PCI-6534 The sensor capacity is not small, but the domestic head players are small.

In 2019, China’s sensor market reached 220 billion yuan, and it is estimated that there are more than 1,700 enterprises, but there are only a few with an output value of more than 100 million, such as Nanjing Nuovo, Baoji Mike, Nanjing Gaohua and so on. Goerl and Ruisheng have occupied a foothold in the field of acoustic sensors by relying on the strong shipments of Apple mobile phones. But other areas, such as mobile phones, automobiles, industrial control, wearable, Internet of things, etc., are basically the market of foreign brands. Domestic enterprises are basically potato clubs.

Sensor second strange:

PCI-6534 There are a variety of sensors, but the market is hidden.

PCI-6534

PCI-6534 There are nearly 50,000 kinds of molding products and types in research abroad, and more than 6,000 kinds in China. But the sensor market is little known. In fact, in recent years, the intelligent manufacturing, industrial Internet, and artificial intelligence to be implemented can not be separated from small sensors. Mobile phones and cars are big users of sensors. In these aspects, Bosch, Renesas, Infineon and so on occupy the initiative.

Sensor third strange:

Civilian products are afraid to cut off supply, military industry is not afraid to cut off.

PCI-6534 The military sector is not worried because military sensors are already highly autonomous, mainly because they can be purchased regardless of cost. And if you go to the civilian market to compete, it is not only to fight the scale, but also to have cost-effective. If the power consumption is smaller and the cost is smaller, then it’s winner-takes-all. Therefore, the breakthrough of the civilian market is still very difficult, and it can not get support from the military market. Two tunnels, one on each side, failed.

Foreign strangulation methods are also very hidden. Yokogawa Japan and Chongqing Chuanyi, there is a joint venture company, the production of Yokogawa meters. Yokogawa provides the resonant pressure sensor, which is the highest precision pressure sensor. Domestic problems have not been overcome. Yokogawa is in a state of “notice price increase, reward supply”, if Japan Yokogawa only provides 10,000 chips and sensors, then Yokogawa can only do 10,000 sets of equipment.