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2020 sensor industry forecast summary review

 Last Update: 2021-12-13
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[ Focus on Chemical Machinery Equipment Network ] At the beginning of 2020, we published a tweet about the " Development Forecast of the Sensor Industry in 2020 ", which was unanimously praised by industry colleagues from the sensor field.
So nearly a year has passed.
At the beginning of 2021, we will come back to review.
In the whole year of 2020, how many of our forecasted development trends have been mentioned above? How will it develop in the future?

Chemical machinery equipment network hotspots focus on chemical machinery equipment sensors

Smart sensors and MEMS sensors have become the focus of enterprise development

Forecast: When structural sensors and solid-state sensors can no longer meet the high demand for data acquisition and processing in the digital age, smart sensors and MEMS sensors have become very popular in recent years.
The direction of globalization and networking has gradually matured.
Especially at the end of 2019, Shanghai started to build a smart sensor industry base, focusing on the development of MEMS technology, covering various types of sensors such as force, light, sound, heat, magnetism, and environment.
This also indicates that China will be in the field of smart sensors and MEMS sensors in the future.
work hard.

　　Replay: According to data from market research company Fact.
MR, the MEMS sensor market will reach US$30 billion in 2020, a year-on-year increase of 10%.
From the development of MEMS pressure sensors to the current silicon microphones and image sensors, the categories and application scenarios of MEMS sensors are also increasing.
Although MEMS sensor market shipments are still dominated by giants, in 2020, many domestic and start-up companies will continue to make efforts to obtain good financing.
For example, Xirenma’s Series B financing, Fintech’s 200 million yuan Series D financing, General Micro Technology’s over 100 million yuan Series B financing, Silui Technology’s 350 million yuan Series B+ financing, and Suzhou Minghao Sensing over 100 million yuan B Round of financing, and the successful listing of Minxin Micro Technology Innovation Board and so on.
From these companies, it can be found that there is no shortage of IDM model manufacturers in domestic MEMS sensor companies.
Although most of the financing rounds of these manufacturers are still in the early and mid-term, in 2020 we can see that domestic MEMS sensors are gradually rising.
The strength to contend can be expected.

Pressure Sensor

　　The development of the fusion of sensors and integrated circuits will become an important trend in my country's sensor manufacturing

　　Forecast: Sensors belong to the subdivision field of integrated circuits, but the differences are very big.
The flexible customization of sensors requires a large amount, and the research and development cycle is relatively long, the materials and processes are relatively complex, and the mass production capacity is relatively weak.
In the future, we will move closer to integrated circuits through design tools, model expression, testability settings, and process integration.
The integration of MEMS and integrated circuits Ansys and Candence customized simulation platforms can be used; at the same time, the IP model of sensor manufacturing will be established.
Realize large-scale mass production; then adopt quality testing methods to realize the mechanism transformation of digital and analog; by using these development models suitable for domestic conditions, the rapid upgrade of sensors from design to manufacturing is realized.

　　Review: From the perspective of the development of the semiconductor industry in 2020, whether it is an integrated circuit (chip) as a semiconductor market share* or an indispensable sensor, it has been recognized as the top priority of the development of domestic electronic information technology.
Due to the blockade of foreign technology, related MEMS processes and integrated circuit manufacturing processes will achieve greater breakthroughs in independent research and development.
Although the industrial characteristics of integrated circuits and sensors are quite different, integrated circuits are the upstream of the entire electronic information industry chain.
It will drive and accelerate the replacement of domestic technologies from sensor design to manufacturing.

　　Business segmentation is vertical, unicorns and invisibility gradually emerge

　　Forecast: The scale of domestic sensor companies is mainly small and medium-sized, with limited R&D expenditures and innovation capabilities, and the policy support they receive is not large.
There are many companies that are deeply engaged in vertical fields.
In addition, due to the large scale of the current domestic Internet of Things and Industry 4.
0 markets and fragmented demand, companies in these vertical fields may be conservative in their business expansion and continue to develop their original businesses before the market becomes orderly.

　　Under the pattern of "one bite can not eat a big fat man", we will see more invisible development and growth in the original business field and unicorns emerging in the innovative environment in 2020.

　　Replay: Judging from the infrared sensor manufacturers that were on fire during the epidemic, the domestic sensor market has focused on domestic substitution under the condition of limited foreign sensor imports, allowing these to optimize their product level under the environment of "high import rate".
Of companies have gained more attention.
After the epidemic, the attention of domestic sensor companies has not declined.
From the first point of the financing obtained by domestic sensor companies, companies that have been deeply engaged in a certain field such as infrared and gas have also taken this opportunity to show the technology and research developed over the years.
The product is successful and its strength has also been recognized by the market.
In the future, these companies will focus on longer-term development in the IDM model and product categories from design to manufacturing based on their original business.

　　Sensor production rate will rise steadily

　　Forecast: As one of the stuck-neck technologies that affect the rapid development of domestic Internet of Things, Industry 4.
0 and other industries, sensors have always relied on foreign products.
In recent years, policies and capital have been paying attention to the development of sensors.
At the same time, a number of domestic high-quality sensor companies such as Senba Sensing and Wanxun Automation have emerged, which are in a complete industrial system with R&D, design, production and application.
Under the circumstance of circumstance, the domestic rate of sensors will advance steadily.
According to statistics, during 2016-2020, the compound growth rate of the sensor market is only 11%, while the average compound growth rate of the sensor industry in my country has reached 30%.
This is also to * A high-profile signal.

　　Replay: Before the epidemic at the beginning of the year, the focus of sensors was not really focused on domestic enterprises and products.
In pursuit of performance and quality, it gave up the attention to domestic sensors.
However, starting from 2020, the rise of IDM manufacturers, the commissioning of MEMS foundry companies such as Sai Microelectronics, and the further construction of Zhengzhou Sensing Valley.
At the same time, with the strong demand for electronics in the 5G era, domestic demand for MEMS sensors The research and development enthusiasm is very high, and most of them are concentrated in domestic research institutions.
Tsinghua University, Peking University, Chinese Academy of Sciences, 26 Institute of Electronics, etc.
, and some overseas returnees have created some MEMS sensor companies.
China’s MEMS industry ecosystem is gradually improving, from R&D, development, design, OEM, packaging and testing.
When it comes to application, the industrial chain has basically taken shape, and R&D centers have been formed in Shanghai, Suzhou, and Wuxi.
Various signs indicate that domestic substitution is accelerating.

　　The pattern of domestic industrial clusters is obvious

　　Forecast: As early as 2017, my country's sensor industry has initially formed five major industrial clusters in the Yangtze River Delta, Pearl River Delta, Northeast, Beijing-Tianjin-Hebei and Central China.
According to statistics, sensor listed companies in the Yangtze River Delta account for 38%, and companies in the Pearl River Delta, Beijing-Tianjin-Hebei, Northeast and Central China account for a similar proportion.

　　In the requirements of the "Three-Year Action Guide for the Smart Sensor Industry (2017-2019)" issued by *, it is stated that "concentrate efforts to build the Yangtze River Delta industrial clusters with Shanghai and Jiangsu as the focus".
At the same time, as of January 2020, the long-term More than 50% of smart sensor companies have gathered in the triangle area.
Under this general environment, the center of domestic smart sensors will undoubtedly land in the Yangtze River Delta, and other industrial clusters are most likely to be intensively cultivated according to other subdivisions of sensors.

　　Replay: From the perspective of the development of sensor industry clusters in 2020, there are indeed many domestic actions.

　　In March 2020, the Shanghai Smart Sensor Industrial Park, which was inaugurated in October 2019, was promoted as one of the 26 characteristic parks in Shanghai, with a total investment of nearly 16 billion yuan and 31 major projects signed.

　　In November 2020, Zhengzhou Smart Sensing Valley took nearly a year and successfully landed at a cost of 10 billion yuan.

　　In December 2020, Qingdao will build a smart sensor industry highland, and 12 projects will be signed and settled.

　　In 2020, we also see that in the Yangtze River Delta regions such as Suzhou and Changzhou are also actively constructing and deploying smart sensor parks, including key materials, core chips, and so on.

　　In general, just like the above prediction results, the Yangtze River Delta region can be said to be one of the important regions for the development of domestic sensors in the future.

　　CMOS image sensor competition will enter a later stage

　　Forecast: Due to the rapid development of Internet of Things applications such as in-vehicle applications, machine vision, face recognition and security monitoring, as well as the popularity of smart phones with multiple cameras, CMOS image sensors have entered a stage of rapid market expansion in 2019.
The boss, Sony, which occupies more than 50% of the market share, voluntarily admits that its own production capacity is insufficient.

　　In the case of Sony’s insufficient production capacity, the other two giants of CMOS image sensors, Samsung and Howe Technology, can seize part of the market share before Sony expands the factory, and finally form a three-nation situation.
It will be seen in 2020.
Head drama.

　　Replay: As predicted, the three giants of CMOS image sensor (CIS) will still have a strong momentum in 2020.
In terms of the total market share of the mobile phone, automotive and industrial markets, Sony’s market share is still * and Samsung’s 2.
Howe is still third.
However, the undeniable gap between Sony and Samsung is further narrowing in 2020.
According to data from market research company Omdia, in the third quarter of 2019, Samsung had a 16.
7% market share in the image sensor market, which was about 40 percentage points behind Sony’s 56.
2%.
However, Samsung’s image sensor market share reached 21.
7% in the second quarter of 2020, and Sony’s market share was 42.
5%.
The gap between the two has narrowed by nearly 20%.
At the same time, the gap between SK Hynix and Sony is further narrowing.
Some analysts pointed out that the big reason is that the integration of CIS, ISP and DRAM packaging technology to introduce ultra-high-speed cameras is a technological change trend, which is very beneficial to companies that produce DRAM and CIS in China.

　　In 2021, we believe that the size of the CMOS image sensor market will continue its strong growth momentum, and competition will show a full bloom.
Although Sony Dafa is good, it will be under pressure in the new year.

　　Optical sensors will become an important innovation driver, and the technology market situation is obvious

　　Forecast: From consumption, industry to automobiles, all elements of the Internet of Things are included.
It is also because of the downstream application markets of the Internet of Things and robots that the optical sensor market is also growing rapidly.
According to the data released by GlobalMarketInsights at the end of 2019, by 2026, the sales of optical sensors will reach 36 billion U.
S.
dollars in the industry 4.
0 field alone, not to mention smart cities and smart agriculture that use sensors in large quantities.

　　However, it should be pointed out that due to the three mainstream technologies of optical sensors, structured light, active stereo vision, and ToF, the cost and technical advantages of these three have their own advantages and disadvantages.
While the Internet of Things is developing steadily in 2020, these three The market for this technology has gradually stabilized.

　　Review: Which optical sensor will be popular in 2020? Some people may say that it is an infrared sensor, but it can also be said that it is passively fired.
If you really want to look at industry development and technological application advantages, this optical sensor can only be a ToF sensor.

　　To list, how many major manufacturers are playing ToF in 2020 alone.

　　STMicroelectronics launched *64-zone ToF sensor; Infineon and PMD jointly developed an expanded 3D ToF depth sensor; Optomicro Technology launched the first domestic mass-produced ultra-small single-point ToF sensor, etc.
The ToF sensor market is more competitive fierce.

　　Apple has applied the ToF module to the iPad Pro released in early 2020, the new iPhone12 Pro and other products in the future.
Naturally, Samsung has also entered the ToF R&D army in 2020.

　　Of course, before 2020, Sony, Panasonic, ADI, AMS, LG, Sharp and other companies have already deployed.
To sum up, not only 2020, ToF is really fragrant in the past few years and the next few years.

　　With the pursuit of big manufacturers, the main application scenarios of ToF have gradually become clear.
In addition to mobile phone cameras, VR/AR, 3D perception ranging, biometrics, AI security, autonomous driving and other fields, ToF is compared to structured light and active The development of stereo vision technology is more clear, and the market growth has more room for imagination.

　　The customized solution of the sensor is deeper and wider

　　Prediction: Due to factors such as functions and application scenarios, the sensor itself has its own customized features.
Traditional standard sensors can no longer meet the design needs of OEMs, and they cannot meet the preferences of end users.
In 2019, we have seen some smart phone manufacturers cooperate with sensor companies such as Sony and Samsung to customize sensors.

　　Application scenarios such as the Internet of Things are gradually expanding in breadth and depth, and more functions and design details will appear.
Enterprises with customized sensor solutions and flexible production capabilities will be favored by OEM manufacturers in the future.

　　Review: From the perspective of the development of CMOS image sensing by mobile phone manufacturers such as Xiaomi and Samsung in 2020, custom-designed sensors have become the mainstream.
Including the author when I surveyed IoT sensor companies in 2020, I found that sensor customization capabilities are very important, especially for sensor companies that are giant suppliers.
Therefore, some original sensor manufacturers not only have the ability to ship products, but also have strong customized landing solutions for sensors.
Under the influence of the epidemic, the performance of sensor companies that have both shipping capabilities and independent design capabilities have not declined but increased.

　　Multi-sensor fusion technology is gradually emerging

　　Prediction: It is well-known that multi-sensor fusion technology is currently mainly used in the field of autonomous driving and robotics.
Even if Musk is in 2019, the angry lidar is expensive and tasteless, but he still cannot escape his own ultrasonic sensors, cameras and millimeter wave radars.
Used in combination.
The safety of autonomous driving requires the redundant support of sensors and the collaboration of multiple sensors to improve the fault tolerance rate.
It can be foreseen that in the future, multi-sensor fusion for autonomous driving will become the mainstream of the market.
Further bold predictions will be made in wearable devices, In fields such as health detection and smart home, multi-sensor fusion technology will be further applied and developed.

　　Replay: The most popular application of multi-sensor fusion technology is autonomous driving.
After the concept of autonomous driving, millimeter-wave radar, lidar, and cameras have become essential hardware for most autonomous driving companies’ multi-sensor fusion systems.
Looking at 2020, Baidu, Didi and other unmanned vehicles have been tested on the road, and it can be seen that multi-sensor fusion technology is also becoming the mainstream of technology.
At the same time, in the era of intelligent acceleration and interconnection of all things, this technology will be further widely used in complex industrial process control, robots, automatic target recognition, smart traffic control, inertial navigation, ocean monitoring and management, smart agriculture, remote sensing, Medical diagnosis, image processing, pattern recognition and other fields.

　　Increase in mergers and acquisitions

　　Forecast: As an established industry, sensors have always been at the bottom of the development of major industries.
The so-called insiders watch the doorway, precisely because the sensor is a basic industry, and its industrial resources are quite solid.
Multi-billion-dollar acquisitions and mergers are not a joke.
TE acquired MEAS in 2014 for 1.
7 billion dollars, AMS acquired Osram in 2019 for 4.
6 billion euros, and Sony acquired Toshiba's image sensor division for 155 million.
These large acquisitions All show that large companies have stabilized their high market share in the digital age.

　　In 2020, the vigorous development of China's sensor industry is bound to have a certain impact on the market of sensor companies.
At the same time, with the massive application of IoT sensors, no company can become the dominant player in a certain field.
In order to consolidate its market share, reduce the development space of competitors, and set foot in new fields, mergers and acquisitions cases will continue to increase.

　　Review: It seems that every year there will be giants coming out to make big purchases.
In 2020, the big purchases will come from ADI.
In July 2020, ADI plans to acquire Maxim Integrated (Maxim) for 20.
9 billion yuan, with the goal directed at the semiconductor boss TI (Texas Instruments).

　　In March, TE completed its public acquisition of sensor technology company First Sensor.

　　In June, Siteway acquired Anxin Microelectronics to further accelerate the layout of the automotive image sensor business.

　　In July, Goodix acquired the German image signal processing chip design company DCT.

　　On July 28, Beijing Zhilu Capital acquired Huba Control, a sensor company under Siemens.

　　In the same month, Ams successfully completed the acquisition of Osram.

　　In July, ADAS company LeddarTech announced the acquisition of sensor fusion and perception software company VayaVision.

　　In November, Lumentum, a manufacturer of optical components and lasers, acquired part of the technical assets of TriLumina, an innovator of VCSEL.

　　In December, Luna acquired OptaSense to create the world's largest optical fiber sensing company.

　　The above are only incomplete statistics.
Based on the above analysis, we can find that in the case of domestic and sensor competition becoming increasingly fierce, and application fields such as the Internet of Things are gradually becoming clear, giants have gradually begun to rely on acquisitions and mergers to resist challenges from competing products.
Establish a moat and at the same time make up for the gaps in applications such as the Internet of Things.
However, at present, the new market space for sensors is still in the exploratory stage.
The author believes that this state of acquisitions and giant acquisitions will continue for some time.

　　to sum up

　　In 2020, both domestic sensor companies and sensor structure will be in a state of hard work.
Domestic sensor companies have been cultivating for many years.
Under the momentum of domestic replacement in 2020, they finally have the opportunity to show their skills.
Let us see that domestic sensors can also top up at critical times, and future development is also expected.

　　At the same time, foreign giants will certainly not let go of the domestic sensor market easily, so after seeing the rapid development of domestic sensor companies, they are also adopting mergers and acquisitions, accelerating core technology research and development, and controlling market prices to maintain market share.

　　Original title: 2020 sensor industry forecast summary review, forecast come true or ruthless face?

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