Prediction of ten development of sensor industry in 2020

Good news, you will have another year in 2020 after a year's hard work in 2019. In order to let you grow rapidly in the Internet of things industry and realize personal value and enterprise value as soon as possible, here is a 2020 sensor development guide. I hope you can make some profits.

1. Intelligent sensor and MEMS sensor become the focus of enterprise development

When the structural sensors and solid-state sensors have been unable to meet the high demand for data acquisition, processing and other processes in the digital era, intelligent sensors and MEMS sensors are very popular in recent years, and gradually mature in the direction of miniaturization, intellectualization, multi-function and networking. In particular, at the end of 2019, Shanghai started to build an intelligent sensor industrial base, focusing on the development of MEMS technology, covering a variety of sensors such as force, light, sound, heat, magnetism and environment, which also marks that China will make efforts in the field of intelligent sensors and MEMS sensors in the future.

2. The integration of sensor and IC will become an important trend of sensor manufacturing in China

Sensors belong to the subdivision field of integrated circuits, but there is a big difference. The demand for flexible customization of sensors is large, and the R & D cycle is long, the materials and processes are complex, and the large-scale production capacity is weak.

In the future, we will approach integrated circuits through design tools, model expression, testability setting and process integration. We can integrate MEMS and integrated circuit ANSYS and candence customized simulation platform. At the same time, we will establish IP model of sensor manufacturing to achieve standardized mass production; and then we will use quality-oriented testing method to realize the mechanism transformation of digital simulation; By using these development modes suitable for domestic conditions, the sensor can be upgraded rapidly from design to manufacture.

3. Vertical segmentation of enterprises, unicorn and invisible champion gradually emerged

The scale of domestic sensor enterprises mainly tends to small and medium-sized enterprises, which are limited in R & D expenditure and innovation ability, and have little policy support. In addition, due to the huge market scale of Internet of things and industry 4.0 in China, and the fragmentation of demand, these vertical enterprises may be conservative in their business development and continue to develop their original business before the market is orderly.

Under the pattern of "one bite can not make a fat man", we will see more invisible champions in the original business field and unicorns emerging in the innovation environment in 2020.

4. The domestic production rate of sensors will rise steadily

As one of the neck technologies that affect the rapid development of Internet of things, industry 4.0 and other industries in China, sensor has always relied on foreign products. In recent years, policy and capital have been paying attention to the development of sensors. At the same time, a number of high-quality domestic sensor enterprises, such as Senba sensor and Wanxun automation, have emerged. With a complete industrial system of R & D, design, production and application, the domestic rate of sensors will advance steadily. According to statistics, during 2016-2020, the compound growth rate of global sensor market will be increased Only 11%, while the average compound growth rate of China's sensor industry has reached 30%, which is also a high-profile signal to the world.

5. The pattern of domestic industrial clusters is obvious

As early as 2017, China's sensor industry has initially formed five industrial clusters: Yangtze River Delta, Pearl River Delta, northeast, Beijing Tianjin Hebei and central China. According to the data statistics, the proportion of listed sensor enterprises in the Yangtze River Delta region is 38%, and the proportion of enterprises in Pearl River Delta, Beijing Tianjin Hebei, northeast and central China is equal.

According to the requirements of the "three year action guide for intelligent sensor industry (2017-2019)" issued by the Ministry of industry and information technology, "focus on building the Yangtze River Delta industrial agglomeration area with Shanghai and Jiangsu as the focus". At the same time, by January 2020, more than 50% of the intelligent sensor enterprises have gathered in the Yangtze River Delta region. In this environment, the domestic smart sensor center will undoubtedly be located in the Yangtze River Delta Other industrial clusters are likely to be deeply cultivated according to other subdivision fields of sensors.

6. CMOS image sensor competition will enter final stage

Due to the rapid development of Internet of things applications such as vehicle applications, machine vision, face recognition and security monitoring, as well as the popularity of multiple cameras in smart phones, the market of CMOS image sensors has entered a stage of rapid expansion in 2019. As the leader of CMOS image sensors, Sony, which accounts for more than 50% of the market share, actively admits that its production capacity is insufficient.

In the case of Sony's lack of production capacity, whether Samsung and Howe technology, the other two giants of CMOS image sensor, can seize part of the market share before Sony expands its factory and finally form a situation of tripartite confrontation among the three countries will be the most promising drama in 2020.

7. Optical sensor will become an important innovation driver, and the situation of technology market is obvious

From consumption, industry to automobile, all of them contain elements of the Internet of things. It is also because of the downstream application markets such as Internet of things and robots, the optical sensor market is also growing rapidly. According to the data released by global market insights at the end of 2019, by 2026, the sales of optical sensors will reach 36 billion US dollars in the industrial 4.0 field alone, not to mention the smart city and smart agriculture that use sensors in large quantities.

However, it should be pointed out that due to the current three mainstream technologies of optical sensors, structured light, active stereo vision and TOF, each has its own advantages and disadvantages in terms of cost and technology. With the steady development of the Internet of things in 2020, the market of these three technologies will also increase