Editor's note: Gu Ge, formerly known as Gu Rongxiang, is currently chairman and general manager of Xi 'an Zhongxing Measurement and Control Co., LTD. In his personal wechat public number, he continued to serialize the "Guge Talks: Insights on sensor" series of essays, recording his own cognition and perception of the sensor and Internet of Things industry, China Exportsemi web authorized to reprint his article, so that readers can view the past, status quo and development of the industry from the perspective of a senior industry person.For ease of reading, the article has been reprinted and changed, if necessary, you can find the original at the end of the article to read. In this article, Gu elder brother will participate in Shenzhen sensor to make a summary, he said that this year's Shenzhen sensor exhibition, friends gathered, rich stories, news frequency, lively atmosphere, dinner is an endless stream.Retrospective exhibition, can find three significant characteristics: first, the number of sensor manufacturers surge, increasingly fierce competition, internal volume phenomenon is becoming more serious; Secondly, local governments actively attract investment, increasing the number of meals, and extremely fierce competition; Third, investment institutions have entered, there are more opportunities, more confusion, but there are also difficult to grasp the situation.Next, we will use the original text shared by Gu to analyze these features in depth and explore the impact on the future of the sensor industry.Here's what Gu shared:
This year's Shenzhen Sensor exhibition: more friends, more stories, more news, more lively, more meals.Gu Ge point of view, this year's Shenzhen sensor exhibition shows three characteristics: first, the sensor manufacturers increase, the competition is more intense, and the internal volume is cruel; Second, the government attracts more investment, more dinners, and fierce competition; Third, there are more investment companies, more opportunities, more confusion, tight pockets, tigers eat day, I do not know how to start.
Sensor manufacturers have increased, competition has become more intense, and the internal volume is cruelLet's talk about the first feature of this year.Shenzhen sensor exhibition, sensor manufacturers increased a lot than last year.Manufacturers are increasing, innovative products and ideas are not increasing!Show more inner volume!More homogeneous competition!More copying and copying!Show that each one is cheaper than the other.For example, MEMS oil-filled core pressure sensors, some use imported wafers with good performance, and some choose to produce wafers with general domestic performance.
Walk through the pavilion, from Hall 7 to Hall 8, from east to west, from south to north.Company A quoted 80 yuan, company B quoted 60 yuan, company C quoted 40 yuan, and even company D quoted less than 30 yuan.You go down, I go down, everyone goes down.Do not know our most popular mems oil-filled pressure sensor, where is China going?Where are our technological prospects?How many sensor manufacturers with oil-filled cores can China retain in the future?On the contrary, we can ask TE company's 154N oil-filled core price has fallen how much?How much has E+H's ceramic pressure core dropped?How much did FirstSensor's wafers drop?Don't these need our industry to think about?
Air quality sensor, also PM2.5 sensor, are photoelectric principle, are the same structure, A factory quote 180 yuan, B factory quote 150 yuan, C factory quote 120 yuan, D factory drop 40 yuan.You are Huashan west peak, I am Huashan east peak, he is Huashan north peak, one is shorter than the other.You spell me also beau, you turn me more curly, you drop me also jump.Great ambition of "living through today is immortal, even if tomorrow goes to hell".
More government business, more dinners, fierce competition
Let's talk about the second feature of the year.This year, many governments organized groups to participate in the sensor exhibition, and an important purpose is to attract investment, hoping to find sensor manufacturers landing.After more than 30 years of rapid development, China's economy has now entered a period of medium-speed development, or "high-quality development" as proposed by the central government.But the idea of putting GDP first in the minds of many government officials continues to spread or, to put it another way, "inertial" development.Mega-sector real estate decelerated; Photovoltaics are down; The auto industry is reeling; Appliances have almost stalled; Big data industry can not see the reality of the realization; Cloud computing, the development of the Internet of Things is still slowly accelerating; Artificial intelligence is still in the "infant", talk more, do less; Investment in semiconductor integrated circuits is too large, and it will be difficult to bear fruit for a while.
Suddenly, the sensor industry suddenly "popped up" has attracted the attention of government officials around the country, feeling that the market is very large, everyone is scrambling for it, it seems to be just a "straw" for the contemporary Chinese government to attract investment and increase GDP.North and south of the Great River, inside and outside the Great Wall, sensor parks, sensor bases, sensor valleys, swarms have sprung up.Large and small sensor companies have become the "target" of merchants around the country.Regardless of whether there is a local foundation, there is no comparative advantage in the development of the sensor industry, the sensor industry has been drumming up investment.
Sensor manufacturers are "inner volume" for survival, and local governments are also "inner volume" for investment achievements, showing a rare "double inner volume" in China.The bosses or would-be bosses of large and small sensor manufacturers "eat Shanghai dinner tonight, drink Nanjing wine tomorrow night"; "Drink Shenzhen's" latte "today, and Xiamen's" oolong "tomorrow.The south promised cash, the north promised policy; The East promises free rent and the west honours, presenting a picture of "prosperity".
Figure 1: Many local group stands in the exhibition
Gu Ge said in a serious manner here, many government investment sensor manufacturers, officials must first understand the characteristics of the sensor industry.What is the big difference between the sensor industry and other big industries?It is necessary to have the spirit of research for sensor investment, on the contrary, the purpose of investment promotion can not be achieved, and the sensor manufacturers are harmed.Gu Ge also believes that the sensor industry is a special industry suitable for investment around.Because the three words "sensor" cover the product form, technical solution, market application, development direction, etc., compared with other industries, it is the most.It is most suitable for our big leaders to develop the sensor industry "according to local conditions" and accelerate the construction of "new quality productivity".
The entire sensor industry, both in China and abroad, whether in technology or industry, the gap is relatively large in a small number of "sophisticated", but the output value is not very high.So our investment department didn't pay attention.The gap is not large in the "middle and low grade", and there is a certain output value, which has become the focus of many investment departments.Investment institutions have entered, more opportunities, more confusionLet's talk about the third feature.The sensor exhibition attracted a lot of investment institutions, whether it is clear on the podium, or their own cruise between the exhibitors.After Gu Ge's speech yesterday afternoon, there were five or six investment institutions adding wechat.However, a little understanding, it is difficult to start.For on the table were the "wings" of pigeons, but they were to eat the "big elbows" of Germany; We offer "Hongta Mountain", they want to smoke "Cuban cigars", the supply and demand is wrong.
Figure 2: Gu Ge gives a keynote speech at Shenzhen Sensor Exhibition
With the development of intelligence and intelligence in the world and the rapid rise of China, investment institutions are increasingly concerned about the sensor industry and sensor technology.However, sensor technology is a capital intensive, technology intensive, talent intensive, and the market and industry scattered industry.A variety of investment institutions according to the original way of thinking or thinking logic, it is difficult to invest in the sensor industry, especially large investment institutions.Gu Ge often said that the application of sensors is everywhere, from space to high altitude, to the ground, to the water surface, to the bottom of the sea, any entity industry must use sensors, any slightly automated intelligent function of the equipment can not be separated from the sensor.The application of sensors is like air, and investment institutions want to grasp it, but it is difficult, that is, it is too scattered to find the main road.
Finally, Gu brother do a summary, market competition is normal, I hope that our Chinese sensor manufacturers do not always think of a word "reduce" prices; It is necessary to develop sensors around the investment, I hope that local governments can adapt to local conditions, dislocation development; The sensor industry needs the support of funds, and investment institutions have also changed their minds to clarify their long-term or short-term goals, "when the shot is shot."
When traveling for leisure, GuGe Talks about sensors (110)
