With the development of 5G technology and the Internet of Things era, sensor technology, as one of the three pillar industries of the Internet of Things, has an increasingly strong influence on the national economy. The downstream fields of the sensor industry are rich and extensive, including automotive electronics, smart meters, smart homes, consumer electronics, wearable devices, network communications, industrial control, smart medical, defense and aviation, and many other fields. From the perspective of product application fields, the downstream customers of the eight sensor manufacturers cover fields including automotive electronics, industrial manufacturing, network communications, consumer electronics, medical electronics, wearable devices, smart homes, etc.
Most of the domestic manufacturers are mainly engaged in the automotive sensor business, and the downstream customer resources are high-quality. Taking Baolong Technology as an example, the company is committed to the research and development, manufacturing and sales of intelligent and lightweight automotive products, the main products are automotive tire pressure monitoring system (TPMS), automotive sensors (pressure, light and rain and speed position), ADAS, active air suspension, automotive metal pipe fittings, valves and balance weights. In addition, the company's high-quality customer resources mainly include major global and domestic vehicle companies, such as Volkswagen, Audi, Porsche, BYD, etc.; Baolong Technology has also established business relationships with leading electric vehicle companies such as NIO, Xpeng, and Ideal.
Figure: Distribution of application fields in China's sensor industry (unit: 100 million yuan, %)
In addition, the domestic manufacturer Cube Sensor and Instrument Optoelectronics mainly focuses on optical technology gas sensors, and its products cover automotive, medical, environmental monitoring and other fields. Cube Sensor and Instrument's main products include gas sensors and gas analysis instruments. In recent years, the expansion of the market size and localization demand for gas sensors and gas analysis instruments has provided good development opportunities for domestic production enterprises, and the company's products have shown a good development trend in the fields of air quality, environmental monitoring, medical health, industrial process, safety monitoring and smart metering. According to Essence Securities, Cube Sensor and Instrument Optoelectronics' gas sensor products have been widely recognized and applied by customers by virtue of their excellent performance, rich variety, and fast demand response. By establishing a close and trusting partnership with core customers, the company can provide supporting services in the complete life cycle of customer products, maintain the stability of existing product shares, and give full play to brand advantages to continuously acquire new customers, on the other hand, it also enables the company to better grasp the future development direction of the industry, and carry out corresponding technology and product reserves for this purpose, so as to be able to respond quickly to customer needs, participate in the synchronous research and development of customers' next-generation products, and continue to increase market share.
In the field of smart meters, Hanwei Technology Co., Ltd. relies on the core technology of sensors and many years of industry experience, and has developed a diversified and complete range of smart instruments for application scenarios, the main products include detectors, alarm controllers, portable detectors, etc., which are widely used in industrial security, municipal monitoring, smart home and health and other fields, with outstanding market competitiveness.
With the upgrading of consumption and the rapid entry of the world into the era of the Internet of Things, the market demand for smart home, consumer electronics and other industries continues to increase, and the application of new products and technologies has developed rapidly, bringing about rapid growth in demand for sensors and related products.
Relateds:
Five Dimensions to Explain Development of Smart Sensor Industry in Detail (1)
Five Dimensions to Explain Development of Smart Sensor Industry in Detail (2)
