China's industrial sensor industry is in a critical stage of rapid development and transformation. On August 17, Chen Lu, editor-in-chief of China Exportsemi, participated in the establishment ceremony of the Greater Bay Area Alliance of China Sensor and Internet of Things Industry Alliance, and listened to Lv Jing, chairman of Hangzhou Melek Technology, on the "six paths for the localization of high-end industrial sensors".keynote speech. Lv Jing's speech demonstrated China's breakthroughs and challenges in the field of high-end industrial sensors, and also pointed out the way for future development directions. The following is an in-depth analysis of Lv Jing's speech by China Exportsemi, as well as a discussion on the localization path of China's high-end industrial sensors.
Path 1: Lay the cornerstone of development under policy guidance
The role of policy support in China's high-end industrial sensor industry cannot be ignored. In her speech, Lu Jing mentioned that policy guidance is the primary factor in promoting localization. In recent years, the Chinese government has promoted the localization process through a number of policies, providing policy guarantees and financial support for enterprises. For example, in the field of sensors, the state has issued a series of industrial policies to encourage local enterprises to increase R&D investment and improve technological innovation capabilities. These policies not only provide a direction for the development of enterprises, but also lay a solid foundation for their future development.
However, policy guidance is only the starting point. How to translate the advantages of policies into actual market competitiveness is still a challenge for domestic enterprises. Although policy support can escort enterprises in the initial stage, enterprises must have strong independent innovation capabilities and market adaptability in order to gain a foothold in the international market.
Figure: The road map of the localization of domestic high-end industrial sensors
Path 2: Participate in R&D and enhance market discourse
Lv Jing emphasized that enterprises must actively participate in research and development, especially in the formulation of industrial standards and the exploration of technological frontiers. This is very critical. China's high-end industrial sensor market has long relied on imported products, and domestic companies must invest more resources in R&D if they want to break this situation.
He also gave an example: when many foreign companies formulate product standards, they usually give priority to the products of companies involved in R&D, and those companies that do not participate in R&D are difficult to enter this market in the later stage. This "preconceived" market mechanism makes domestic enterprises must realize the importance of R&D participation. By participating in R&D, domestic enterprises can not only enhance their market discourse, but also occupy a favorable position in the future market competition.
Path 3: Intelligence as the core to achieve technological breakthroughs
In Lv Jing's speech, he mentioned many times that intelligence is the core direction of the development of the sensor industry. With the development of intelligent manufacturing and industrial Internet, sensor technology is moving towards intelligence. The sensors of the future must not only be able to capture and transmit data, but also have preliminary processing and analysis capabilities, which requires companies to increase R&D efforts in chip design, software development, and system integration.
For Chinese enterprises, intelligence is not only the direction of technological upgrading, but also an important means to achieve differentiated competition. At present, the global sensor market is fiercely competitive, and domestic enterprises must achieve technological breakthroughs in intelligence if they want to stand out in this competition. By continuously improving the intelligent level of products, enterprises can provide customers with more comprehensive solutions and enhance the market competitiveness of products.
Path 4: Industry alliance to promote coordinated development
Lv Jing pointed out that the industrial alliance is an important force to promote localization. In his speech, he mentioned that the establishment of the Greater Bay Area Alliance of the China Sensor and Internet of Things Industry Alliance is precisely to strengthen the cooperation between upstream and downstream enterprises in the industrial chain and promote the coordinated development of the entire industry.
In the field of high-end industrial sensors, it is difficult for a single enterprise to complete all the technical research and market development alone. Through industry alliances, companies can share resources, complement each other's strengths, and jointly address market challenges. Especially in the context of intelligence and integration, industry alliances can help enterprises integrate technical resources and accelerate product development and market promotion.
Path 5: Import substitution and building an independent supply chain
Import substitution is a link that cannot be ignored in the process of localization. China's high-end industrial sensor market has long relied on imported products, which is not only constrained by others in terms of price, but also has hidden dangers in supply chain security. In her speech, Lv Jing mentioned that with the changes in the international situation, especially the intensification of Sino-US trade frictions, domestic enterprises must accelerate the pace of import substitution and build an independent and controllable supply chain.
Lv Jing emphasized that domestic substitution is not only the replacement of technology, but also the comprehensive reconstruction of the supply chain. Enterprises need to achieve independent control in raw materials, production equipment, technical standards, etc., in order to be invincible in the global market. In this process, the government's policy support and the independent innovation of enterprises are indispensable.
Path 6: Convergence of technologies to create integrated solutions
Finally, Lu Jing talked about the importance of technology integration. In his view, the high-end industrial sensor of the future will no longer be a single-function device, but a comprehensive solution that integrates multiple technologies. This convergence of technologies is not only reflected in the hardware design of the sensor, but also in the software, data analysis and system integration.
Lv Jing specifically mentioned that the current sensor market has shifted from the competition of a single product to the competition of system solutions. Enterprises need to provide customers with more comprehensive solutions through technology convergence in order to occupy a favorable position in the market. This also means that the future competition is not only the competition between enterprises, but also the competition between the entire industrial chain.
Summary: Opportunities and challenges coexist, and the prospect of localization is bright
Lv Jing's speech showed us the six paths of China's high-end industrial sensor localization: policy guidance, participation in R&D, intelligent development, industrial alliance, import substitution and technology integration. These six paths not only point out the direction for enterprises, but also reveal the challenges that may be faced in the process of localization in the future.
Although 90% of high-end industrial sensors still rely on imports, Chinese companies represented by Hangzhou Melek Technology are gradually narrowing the gap with leading international brands through continuous innovation and technological breakthroughs. With the acceleration of the localization process, we have reason to believe that in the near future, China's high-end industrial sensors will be able to compete with the world's first-class level and contribute more to the transformation and upgrading of China's manufacturing industry.
