Today, Wuxi Rihuan Sensing Technology Co., Ltd. will introduce to you the accelerated consolidation in the sensor industry and the competition and trends in the trillion-yuan intelligent perception market.
The sensor industry is now experiencing a wave of consolidation led by giants, with complementary technology acquisitions becoming the mainstream. "Intelligent collaboration and environmental tolerance" have become core competitiveness. Chinese enterprises need to break through the bottleneck of high-end technology to seize market opportunities.
First, frequent acquisitions by giants are reshaping the market landscape
Stmicroelectronics acquired NXP's MEMS sensor business for 950 million US dollars. After the integration, its market share of automotive MEMS sensors jumped to 25%, surpassing Bosch to become the second largest in the world, forming a complete solution from airbags to autonomous driving.
On Semiconductor filled the gap in magnetic sensors by acquiring Allegro for 6.9 billion US dollars, combined with SWIR technology to achieve dual perception of "vision + magnetic field", and won core customers such as CATL and BYD.
TDK has built a technology matrix through five key acquisitions, covering motion sensors, ultrasonic technology and AI algorithm platforms. Its products are widely used in terminals such as Apple Watch and Tesla Model Y.
With its mass production experience of 23 billion MEMS sensors, Bosch has remained at the top of the industry with its "hardware + algorithm" combination, covering multiple scenarios such as automotive, consumer electronics, and industrial.
Ii. Direction of Technological Upgrade: From "Perception" to "Intelligent Decision-making"
Local intelligent processing: The sensor is equipped with an AI engine that can complete data processing locally. For instance, the gesture recognition function of Bosch sensors does not require cloud transmission, resulting in faster response and lower power consumption.
Multi-dimensional collaborative perception: By integrating multiple perception methods such as visible light, infrared light, and magnetic fields, ON Semiconductor sensors can simultaneously detect the surface and internal structure of objects, increasing efficiency by three times.
Extreme environment adaptation: The temperature tolerance range of automotive sensors has been expanded to -40 ° C to + 150 ° C, meeting the demands of harsh scenarios such as electric vehicle batteries, with false alarm rates controlled at an extremely low level.
Third, the market size has expanded and application scenarios have continued to enrich
In the automotive sector, the number of sensors per vehicle has increased from 15 in 2015 to 50. The market size is expected to reach 45 billion US dollars by 2030, with autonomous driving and battery management being the core growth points.
In the industrial sector: Smart factories and logistics have driven the annual growth of sensors by 12%, which can achieve functions such as equipment failure prediction and energy optimization, reducing downtime.
In the field of consumer electronics, products such as mobile phones and VR consume over a hundred billion MEMS sensors annually. Functions like air operation and precise control rely on the upgrading of sensor technology.
Iv. Industry Landscape and Challenges for Chinese Enterprises
The market is clearly stratified: The high-end market is monopolized by established enterprises such as Bosch and stmicroelectronics, with core technologies and customer resources concentrated.
The current situation of Chinese enterprises: The mid-to-low-end market accounts for 60%, but 90% of high-end automotive sensors rely on imports. Technological breakthroughs and the construction of industrial chains have become key.
