Industrial MCU is a microcontroller suitable for industrial control scenarios. Compared with consumer MCU, industrial MCU indicators are more stringent, industrial MCU operating temperature range of -40 ℃ ~+85 ℃, service life of 5-10 years. MCU chip is the core component in the field of industrial control, which is used in industrial robots, stepping motors, robot arms, instruments, industrial motors, industrial diesel engines, ventilator systems, energy gateways and other products, among which MCU chip plays a complex, high-speed calculation, variable speed control, signal collection, data transmission and so on.

— The market share of industrial control MCU reached 23%

According to IC Insights, the global and Chinese MCU downstream application distribution shows a significant difference, in the downstream distribution of Chinese MCU, consumer accounted for the highest proportion, the second largest scene is automotive, industrial control ranked third. Compared with the global structure, China’s share in the automotive field is relatively low, while its share in the consumer field is relatively high. The main reason is that China’s automobile industry is still relatively weak in the world, and the automobile industry is mainly concentrated in Europe, Japan and South Korea and the United States and other global automobile manufacturers gather. At the same time, China’s consumer industry chain is relatively complete, and it is one of the world’s major home appliance producers. It also gathers various consumer electronics manufacturers, so there is a large demand for consumer MCUS. From the perspective of sales distribution, the industrial control MCU market accounted for 23%.

Benefit from the industrial control market to develop industrial control MCU products have greater potential

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Human Machine interface (HMI), Programmable logic controller (PLC), servo system, stepper system, inverter, sensor, instrumentation, Data acquisition and monitoring control system (SCADA), distributed control system (DCS), field bus control system (FCS) in industrial control products Etc is the core product of intelligent manufacturing equipment.

From the distribution of the global MCU market, automotive and industrial MCU are the main application markets, of which the global industrial MCU accounted for 27% in 2021, but China is dominated by consumer electronics, and the market of automotive and industrial control is small. Thanks to the growth in demand for industrial control brought about by the development of the industrial control field, as well as the price rise brought by the lack of core tide in the past two years, the domestic industrial MCU market has grown significantly. According to IC Insights data, in the downstream distribution of MCU in China in 2021, the proportion of industrial control field increased significantly from 11% in 2019 to 23%. In 2021, China’s industrial MCU market size is growing rapidly to 8.4 billion yuan. As the lack of core tide gradually eased, the MCU market gradually stabilized. According to preliminary statistics, China’s industrial MCU market size will reach 9 billion yuan in 2022.

The industrial control MCU market is mainly monopolized by foreign enterprises

The major enterprises in China’s industrial control MCU market include foreign enterprises such as NXP, Renesas, and Microchip Technology, as well as domestic representative enterprises such as Xiaohua Semiconductor, Zhongying Electronics, Zhaoyi Innovation, and Fudan Micro Electricity. Among the domestic enterprises, Fudan Micro Electric has the most comprehensive layout.

From the perspective of market competition pattern, China’s industrial MCU industry is still occupied by foreign enterprises such as NXP, Renesas Electronics, Microchip Electronics and so on occupy the main market share, in the oligopoly stage. The remaining low-end market is divided by domestic enterprises, but domestic enterprises are blocked by technology, the domestic substitution rate is not high, and the industry concentration also needs to be improved.