Transfer from: Prospective Industry Research Institute

major listed companies in the industry: zhaoyi innovation (603986), zhongying electronics (300327), lexin technology (688018), Fudan microelectronics (688385), sheng silicon microelectronics (430276), national technology (300077), fengyi technology (688279); Medium and micro semi-conductor (688380); Juquan Technology (688391), etc.

The core data of this article: market size, etc.

-- Industrial control MCU used in industrial robots, stepper motors, robot arms and other products

Industrial MCU is a microcontroller suitable for industrial control scenarios. Compared with consumer MCUs, industrial MCUs have more stringent indicators. The operating temperature range of industrial MCUs is -40 ℃ ~ +85 ℃, and the service life is 5-10 years. MCU chip is the core component in the field of industrial control, which is used in industrial robots, stepping motors, robot arms, instrumentation, industrial motors, industrial diesel engines, ventilator systems, energy gateways and other products. Among them, MCU chip plays a role in performing complex and high-speed operations, realizing variable speed control, collecting signals, transmitting data and so on.

-- Industrial Control MCU Market Proportion Reaching 23%

According to IC Insights, there are significant differences in the distribution of MCU downstream applications globally and in China, with consumer accounting for the highest proportion of the downstream distribution of MCUs in China, with the second largest scenario being automotive and industrial control ranking third. Compared with the global structure, China accounts for a relatively low proportion in the automotive sector and a relatively high proportion in the consumer sector. The main reason is that China's automotive industry is still relatively weak in the world. The automotive industry is mainly concentrated in Europe, Japan, South Korea and the United States and other global automobile manufacturers. At the same time, China's consumer industry chain is relatively complete. It is one of the world's major home appliance producers and also gathers various consumer electronics manufacturers, therefore, the demand for consumer MCU is large. In terms of sales distribution, the industrial control MCU market accounted for 23%.

-- Benefit from the development of industrial control market Industrial control MCU products have great potential

Industrial control products in the human-machine interface (HMI), programmable logic controller (PLC), servo system, stepping system, inverter, sensor, instrumentation, data acquisition and supervisory control system (SCADA), distributed control system (DCS), fieldbus control system (FCS) is the core product of intelligent manufacturing equipment.

In terms of the distribution of the global MCU market, automotive and industrial MCUs are the main application markets, with global industrial MCUs accounting for 27% in 2021, but China is dominated by consumer electronics, with smaller automotive and industrial markets. Thanks to the growth of industrial control demand brought about by the development of industrial control field, as well as the price rise brought about by the lack of core tide in the past two years, the domestic industrial control MCU market has grown significantly. According to IC Insights data, the proportion of industrial control in the downstream distribution of China's MCU in 2021 will increase significantly from 11% in 2019 to 23%. In 2021, the market size of China's industrial control MCU will grow to 8.4 billion yuan. With the lack of core tide market gradually eased, the MCU market has gradually stabilized. According to preliminary statistics, the market size of China's industrial MCU will reach 9 billion billion yuan in 2022.

-- Industrial control MCU market is mainly monopolized by foreign enterprises

Major enterprises in China's industrial control MCU market include foreign enterprises such as NXP, Renesas and Microchip Technology, as well as domestic representative enterprises such as Xiaohua Semiconductor, Zhongying Electronics, Zhaoyi Innovation and Fudan Microelectronics. Among the domestic enterprises, Fudan micro-electric layout is the most comprehensive.

From the perspective of market competition pattern, China's industrial MCU industry is still occupied by foreign enterprises such as NXP, Renesas Electronics, Microchip Electronics, etc. to occupy the main market share, in the oligopoly stage. The remaining low-end market is divided up by domestic enterprises, but domestic enterprises are blocked by technology, the domestic substitution rate is not high, and the industry concentration needs to be improved.

-industrial MCU market has broad development prospects and is expected to exceed 15 billion yuan

smart phones and other consumer electronics market downturn or promote enterprises to increase industrial control, automotive and other areas of product layout. The explosion of market demand for industrial automation, power and new energy, and smart home applications has become the driving force for the continuous expansion of the industrial semiconductor market. In the future, MCU in the automotive and industrial control fields will become the growth point of the domestic MCU market development, the growth rate is higher than the overall market growth rate of MCU, the market share will further expand, and it is conservatively estimated that the domestic industrial MCU market share will increase by 0.5 per year in the next few years. Looking ahead, the domestic industrial MCU market is expected to reach 15.2 billion yuan by 2028.

For more research and analysis of this industry, please refer to the "China MCU (Microcontroller) Industry Market Outlook and Investment Strategic Planning Analysis Report" by the Foresight Industry Research Institute.

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