📌 News Summary
• Yike (Tianjin) disclosed a customized miniaturization solution for distance measuring sensors in lithium battery production lines: the size has been reduced to one-third of the original, while maintaining accuracy, involving breakthroughs in bus control core algorithms.
• Chengdu’s first “combined pole AI drone inspection station” has begun trial operation, integrating a lamp pole with a drone nest/energy storage, incorporating multiple sensor modules such as Beidou positioning, AI image recognition, infrared, and environmental monitoring, supporting “air-ground integrated” inspections.
• Quantum Sensing: A team from the University of Washington reported in Nature Communications on a two-dimensional material quantum sensor that operates stably under extreme conditions of over 30,000 atmospheres, used for high-sensitivity stress/magnetic measurements.
• SEMI MEMS & Sensors NextGen 2025 (9/16–18) opens, focusing on the new generation of sensor technology ecosystems and talent.
• SPIE Sensors + Imaging 2025 (9/16–17) begins, covering the entire chain from detectors to imaging.
• Juqiang Intelligent (Shaoxing) completed a multi-million Pre-A round and plans to expand production lines, with the annual production capacity of long-distance high-precision laser sensors expected to increase from 5,000-6,000 sets to 15,000 sets.
• Audiwei has announced plans to issue H shares and list in Hong Kong (North Exchange → “North + H” path).
• Bosch will showcase the SMP290 tire pressure sensor (ultra-low power consumption/compact design/Bluetooth connectivity) at IAA Mobility, winning the 2025 Best of Sensors Awards in the automotive mobility category.
🧪 Technical Breakthroughs
🔹 How to solve the dilemma of “miniaturization + accuracy” in industrial distance measuring sensors?
• Known information: Yike reconstructs the device form with “chip integration + miniaturized packaging”, reducing the sensor head size to one-third, while emphasizing the impact of <0.1 mm level error on lithium electrode alignment.
• Reasonable inference (based on industry knowledge): Such miniaturization often relies on custom ASIC/SoC to integrate drive, sampling, and bus interfaces, improving SNR; combined with compact optical routing/TOF or triangulation paths and active temperature drift compensation, to maintain linearity and repeatability under small aperture windows. If the bus is IO-Link/Industrial Ethernet, attention must be paid to the trade-off between EMC and thermal coupling design.
🔹 Material pathways for quantum sensing in extreme pressure environments
• Known information: The team uses boron nitride sheets subjected to neutron beams to create vacancies, which capture electrons to form readable spin states; the two-dimensional morphology allows the sensing layer to fit within <1 nm of the material being measured, significantly enhancing signal resolution.
• Engineering significance: Provides in-situ stress/magnetic characterization pathways for high-pressure materials science/deep earth simulation; has toolchain value for domestic hard materials, superconductors/spintronics research.
📈 Technology Trends
1. Vehicle-mounted perception integration from “outside to inside”: The integration of LiDAR behind the windshield is evolving, paired with a close-range pure solid-state blind-spot solution (such as the “Infinity Eye B” combination of ETX + FTX), balancing form factor and advanced ADAS perception coverage; mass production window consensus is set for 2026.
2. Acceleration of AI-in-Sensor: From edge learning/embedded MCU to built-in algorithm stacks in sensors (Bosch Sensortec and others on the CES/IAA route), software-defined sensing becomes a key differentiator.
3. Automotive-grade magnetic/position sensing emphasizes “functional safety + Z-axis measurement”: Infineon’s fourth-generation magnetic switch emphasizes ISO 26262 (up to ASIL B), AEC, and Grade 0 temperature range, with Z-axis field measurement suitable for scenarios such as motors/shifting/pedals.
4. Domestic TMR magnetic sensing capital is active: Xici Technology plans to go public in Hong Kong, driving TMR expansion in new energy/photovoltaic/industrial control applications.
5. Mergers and acquisitions: ST’s acquisition of part of NXP’s sensing business (up to $950 million) accelerates the integration of automotive/industrial pressure and safety sensing landscapes.
🧰 Products
• Industrial distance measuring sensor (Yike): Customized miniaturization solution for narrow lithium battery workstations; focuses on packaging thinning + algorithm linearization.
• Bosch SMP290 tire pressure sensor: Emphasizes ultra-low power consumption, compact packaging, and Bluetooth interaction, providing a new architecture choice for TPMS and mobile phone connectivity.
• Automotive-grade magnetic switch (Infineon 4th Gen): Z-axis field measurement, built-in ASIL B diagnostics, Grade 0 level, suitable for harsh external environments.
• Vehicle-mounted LiDAR combination (Hesai ETX/FTX): ETX targets L3 long-range (media reports @10% reflectivity 400 m), FTX for close-range blind-spot coverage, forming comprehensive perception for cabin + near-field.
• Agricultural IoT demonstration (Fuzhou): Deployment of sensors for soil pH/temperature in greenhouses, linked with irrigation and fertilization loops, demonstrating low-cost sensing + control availability.
• Multi-modal sensing for low-altitude inspections becomes standard: Urban governance emphasizes the integration of infrared + visible light + environmental monitoring, highlighting unattended + energy supply integration.
• Native miniaturized industrial sensing is penetrating narrow workspace: Subdivisions of lithium battery processes impose stricter requirements on size/accuracy/environmental resistance.
• Extreme condition sensing “into the sky and underground”: High-pressure quantum sensing strengthens the potential for basic research → industrial materials.
💹 Market | Investment and Industrial Chain
• Juqiang Intelligent Pre-A: Expanding production to 15,000 sets/year of laser sensors and establishing offices in Shenzhen/nationally, benefiting domestic substitution and “long-distance + high-precision” segments.
• Audiwei’s H shares in Hong Kong: Opening overseas financing channels, with product lines covering distance/flow/pressure/touch/mist sensing and actuators, forming a “North + H” demonstration.
🏛️ Regulation | Standards and Policy Dynamics
• GB/T 28857-2025 “Differential Transformer Displacement Sensors”: Released on 2025-08-01, implemented on 2026-02-01, proposing general technical requirements for LVDT-type displacement sensors.
• New national standard for electric bicycles GB 17761-2024: Implemented from 2025-09-01, proposing higher requirements for vehicle safety/electrical systems, indirectly driving demand for speed/brake/battery management-related sensing and detection components.
• Ministry of Industry and Information Technology’s gradient cultivation of smart factories (public notice): 274 excellent projects were publicly announced on 9/4 (public notice has ended), proposing clear directions for production line sensing, equipment health monitoring, etc.
• Trends in transportation/environmental group standards: The industry has released vehicle-mounted mobile air quality evaluation and other group standards, involving the standardization of multi-sensor fusion detection.