According to the definition of the national standard GB/T 7665-2005, a sensor refers to a device or device that can sense the measurand and convert it into a usable output signal according to a certain law, usually composed of a sensitive element and a conversion element. As a bridge connecting the physical world and the digital world, sensors generally include sensing units, computing units and interface units. The sensing unit is responsible for signal acquisition; the computing unit processes the electrical signals input by the sensing unit according to the embedded software algorithm to output measurement information with physical meaning; finally, it communicates with other devices through the interface unit. According to the different needs of specific application scenarios, sensors can also integrate other components to continuously extend the functions of traditional sensors.

Sensor technology, communication technology and computer technology are called the three pillars of the modern information industry, and are one of the important symbols of the development of contemporary science and technology. Since the 21st century, sensors have gradually developed from traditional to intelligent, and the sensor market has become increasingly prosperous. According to CCID Consulting, in 2020, the global sensor market will reach US$160.63 billion, and the smart sensor market will reach US$35.81 billion, accounting for 22.3% of the overall scale.

According to CCID Consulting data, from 2016 to 2019, the scale of my country's sensor market continued to grow. In 2019, the scale of China's sensor market reached 218.88 billion yuan, a year-on-year increase of 12.7%. In 2020, the scale of China's sensor market will exceed 250 billion yuan. It increased to 295.18 billion yuan, a growth rate of 17.6%.

According to CCID Consulting, in the global smart sensor industry structure in 2020, the output value of smart sensors in the United States accounts for the highest proportion, reaching 43.3%, followed by Europe, accounting for 29.7%. Europe and the United States have become the main production bases of smart sensors in the world, accounting for more than 70%. %, while the Asia-Pacific region (such as China, India, etc.) will still maintain a relatively fast growth rate.

The future development of the sensor industry has broad prospects. At present, there is no research report on the development of companies in the sensor industry. We have sorted out 8 representative companies in the industry (Baolong Technology, Sifang Optoelectronics, Hanwei Technology, Senba Sensing, Minxin Co., Ltd., Suao Sensing, Ruichuang Micronano, Audiwei), focusing on the product form of each company, In-depth analysis of the development status and respective characteristics of domestic sensor industry companies from five aspects: downstream market, business model, R&D direction and financial status.

2. Product side: Most of the company's products are distributed in their respective sub-fields, and there are few comprehensive manufacturers

There are many kinds of sensor products, which can be classified according to different classification criteria, such as the measurand, technical principle, sensitive material, application field, purpose of use, etc. For example, sensors can be divided into physical sensors, chemical sensors, and biological sensors according to the basic effects on which the sensor perceives external information; sensors can be divided into temperature sensors, pressure sensors, flow sensors, gas sensors, and optical sensors according to the purpose of measurement. , inertial sensors, etc.

According to the data from the Prospective Industry Research Institute, as of 2018, the three largest types of sensors in the global sensor market are flow sensors, pressure sensors, and temperature sensors, accounting for 21%, 19%, and 14% of the global sensor market, respectively.

From the product matrix of each company, Hanwei Technology has the largest variety and widest range of sensor products, while other companies' products are mostly concentrated in their respective subdivisions. Specifically, Hanwei Technology and Sifang Optoelectronics are both companies that use gas sensor products as the company's main sensor products. Hanwei Technology also produces a variety of other types of sensors; Minxin Co., Ltd. focuses on the research and development and production of MEMS sensors. The main products Including MEMS microphones, MEMS pressure sensors, MEMS inertial sensors, etc.; Baolong Technology and Suao Sensing are both companies mainly engaged in the research and development and production of automotive sensors. Among them, Baolong Technology mainly produces automotive pressure sensors, light and rain sensors and speed and displacement. Sensors, etc. Suao Sensing is mainly engaged in various sensors such as oil level sensors and accessories, water level sensors, full-scale pressure sensors; Audiwei's main products include ranging sensors, flow sensors, pressure touch sensors and other sensors. Ultrasonic sensor technology is relatively advanced; Ruichuang Micro-nano is a semiconductor integrated circuit chip company specializing in the development of uncooled infrared thermal imaging and MEMS sensing technology; Senba Sensing focuses on the field of optical sensors, and its main products include visible light sensors and Pyroelectric infrared sensors, etc.