Major listed companies in the industry: Huagong Technology (000988); AVICS ( 300114 ) ; Senba Sensing ( 300701 ) ; Hanwei Technology Co., Ltd. ( 300007 ) ; Minxin ( 688286 ) ; Sifang Optoelectronics ( 688665 ) ; AutoNavi IR ( 002414 ) ; Goertek ( 002241 ) ; GigaDevice (603986); Bichuang Technology ( 300667 ) and so on.

The core data of this paper: the business completion of smart sensor enterprises; distribution of intelligent sensor industrial parks; Trends of smart sensor companies

Panoramic combing of the intelligent sensor industry chain: the industrial chain is long

Smart sensors play an important role in the era of Industry 4.0. With the application and promotion of the Internet of Things in the industrial field, the application of smart sensors in it is becoming more and more extensive. Smart sensors are the lowest and most cutting-edge of IoT technology, which is of great significance to the development of the IoT industry. From the perspective of the industrial chain, the upstream of smart sensors is mainly for design, raw materials and production equipment supply; The midstream is the processing, manufacturing, packaging and testing of intelligent sensor devices; The downstream is the manufacturing of terminal products, which is dominated by consumer electronics, industrial control, automotive electronics, medical electronics and other application fields.

The upstream of intelligent sensors is mainly raw materials, production equipment and electronic components manufacturers, representing enterprises such as Zhonghuan Materials, Longjin Green Energy Zijin Mining, etc.; Midstream is an intelligent sensor manufacturer, and the current representative listed companies in this link are: Bichuang Technology, Minxin Co., Ltd., Sifang Optoelectronics, Senba Sensing, China Aviation Electronics Measurement, etc.; The downstream application industries of the smart sensor industry mainly include industrial manufacturing, automotive electronics and consumer electronics.

Regional heat map of the intelligent sensor industry chain: most of the enterprises are distributed in the eastern part of China

From the perspective of the distribution of representative enterprises, smart sensors are mostly distributed in the eastern region of China, Jiangsu, Shandong, Hubei, Guangdong region more representative enterprises, at the same time, Henan, Beijing, Zhejiang and Shanghai also have more representative enterprises, such as Hanwei Technology, Senba Sensing, etc.

Distribution map of intelligent sensor industrial parks: forming five regional patterns

According to the China (Wuxi) Internet of Things Research Institute, as of 2024, five clusters of smart sensors with their own characteristics have been gradually formed in China, including the Yangtze River Delta, the Pearl River Delta, Beijing and Tianjin, the central and eastern regions. The Beijing-Tianjin region is mainly engaged in the research and development of cutting-edge new intelligent sensors; Relying on the advantages of capital market and talents, the Pearl River Delta region has created a thermal, magnetic, ultrasonic and other sensor industry system; Relying on its own industrial base and financial environment, the Yangtze River Delta region has built the largest sensor industry cluster in China; The Northeast region is dominated by MEMS sensors; The central region has developed well in many subdivided product fields such as gas sensors with the model of close integration of production, education and research.

From the perspective of specific representative parks, combined with the composition of China's smart sensor industry chain, market output value scale, resource layout, etc. in the "2023 China Smart Sensor Industry Development and Top Ten High-quality Parks Report", and from the three dimensions of industrial competitiveness, supporting competitiveness, regional competitiveness and 19 indicators, a comprehensive evaluation of China's smart sensor industrial parks was carried out, and the list of the top ten parks was selected. According to this evaluation index, the top three were selected: Suzhou Industrial Park ranked first with 92.5 points, Shanghai Zhangjiang High-tech Industrial Development Zone with 91.2 points, and Wuxi National High-tech Industrial Development Zone with 87.9 points.

Business completion of representative enterprises in the smart sensor industry

At present, the manufacturers have the R&D and production capacity of a variety of products, and have the competitiveness to open up the international market at the technical level, and gradually realize the application to the downstream subdivided industries, and the business completion of the representative enterprises of the smart sensor industry in the first half of 2024 is as follows:

The latest trends of representative companies in the smart sensor industry

Since 2023, the layout of representative domestic smart sensor manufacturers has mainly focused on technology research and development with the expansion of downstream applications as the core. The latest trends of representative smart sensor companies are as follows:

Source: Qianzhan Network