The following is a research report framework and core content on smart sensors, covering industry overview, technology trends, market analysis, industrial chain, application scenarios, and key enterprises for reference:
- Industry Overview
- Definition and Classification
Smart Sensors: Miniaturized systems that integrate sensing, computing, and communication functions, capable of data acquisition, processing, self-calibration, and wireless transmission.
Core Components: Sensing unit + Microprocessor (MCU/SoC) + Communication module (Wi-Fi/Bluetooth/NB-IoT, etc.).
Differences from Traditional Sensors: Intelligence (edge computing), networking, low power consumption, high precision.
Main Classifications:
Type Application Scenarios Representative Technologies Environmental Sensors Temperature, humidity, air pressure, air quality monitoring MEMS, Optical Sensing Motion Sensors Accelerometers, gyroscopes (drones, smartphones) MEMS Inertial Sensors Optical Sensors Cameras, LiDAR, infrared imaging CMOS Image Sensors, ToF Biological Sensors Medical wearables (blood glucose, heart rate) Bioelectrochemical Sensing Industrial Sensors Pressure, flow, vibration monitoring Optical Fiber Sensors, Piezoelectric Sensors - Industry Driving Factors
Policy Support: China’s 14th Five-Year Plan for Smart Manufacturing and the EU’s Digital Markets Act promote sensor intelligence.
Technological Breakthroughs: Maturity of MEMS technology, AI edge computing (e.g., TinyML), low-power communication (5G RedCap).
Demand Growth: Explosive growth in Industrial IoT (IIoT), smart vehicles (ADAS), and smart healthcare (remote monitoring). - Technology Trends
- Core Technologies
MEMS (Micro-Electro-Mechanical Systems): Account for over 50% of smart sensor costs, with leading companies like Bosch (BOSCH) and STMicroelectronics (ST).
AI Empowerment: Lightweight AI algorithms (e.g., anomaly detection, pattern recognition) built into sensors.
Multi-Sensor Fusion: Vision + Radar + LiDAR (core of autonomous driving).
Flexible/Wearable Sensors: Nanomaterials (graphene) enhance biocompatibility. - Challenges
Power Consumption and Size: Edge devices need to balance computing power and energy consumption.
Lack of Standardization: Fragmentation of communication protocols (e.g., LoRa vs. NB-IoT). - Market Analysis
- Market Size
Global: Approximately $40 billion in 2023, expected to exceed $80 billion by 2030 (CAGR 10.2%) (Source: Yole Développement).
China: Market size expected to reach ¥300 billion by 2025, with a localization target of 70% (“Three-Year Action Plan for the Smart Sensor Industry”). - Application Field Proportions
Industry (35%): Predictive maintenance, smart manufacturing.
Consumer Electronics (25%): Smartphones, AR/VR.
Automotive (20%): Autonomous driving (over 100 sensors per vehicle).
Healthcare (10%): Continuous glucose monitoring (CGM), smart prosthetics. - Industrial Chain Analysis
- Upstream (Materials/Chips)
MEMS Chips: Bosch (BOSCH), STMicroelectronics, TDK (InvenSense).
Analog ICs: Texas Instruments (TI), Analog Devices (ADI).
Domestic Alternatives: Minxin Co., Ltd. (688286), Silan Microelectronics (600460). - Midstream (Sensor Manufacturing)
International Leaders: Honeywell, Siemens, Omron.
Domestic Companies: Hanwei Technology (300007): Leader in gas sensors.
GoerTek (002241): Global leader in MEMS microphones.
Guided Missile Technology (002414): Infrared thermal imaging sensors. - Downstream (Application Integration)
Industry: Huawei, Haier Smart Home (Industrial Internet platform).
Automotive: NIO, Xpeng (ADAS sensor fusion).
Healthcare: Yuyue Medical (002223), Lixun Medical (300562). - Key Enterprise Analysis
Company Advantage Area Technical Highlights Localization Status Hanwei Technology Gas/Environmental Sensors Semi-conductor, catalytic combustion technology Domestic market share over 30% Minxin Co., Ltd. MEMS Microphones/Pressure Sensors Fully autonomous design across the entire industry chain Candidate for Apple supply chain Guided Missile Technology Infrared Sensors Self-developed detector chips Representative of military-to-civilian conversion Four-Way Optoelectronics Optical Gas Sensors Laser scattering technology Main force in carbon neutrality monitoring - Investment Logic and Risks
- Investment Opportunities
Domestic Alternatives: High-end sensors (e.g., automotive-grade) have over 80% import dependency, with broad space under policy support.
Technical Barriers: Focus on MEMS technology, AI algorithms, and integrated communication protocols.
Emerging Scenarios: Humanoid robots (tactile/force sensors), metaverse (motion capture). - Risk Alerts
Technological Iteration: Patent monopolies by overseas giants (e.g., Bosch).
Price Wars: Pressure on profit margins for consumer electronics sensors (e.g., GoerTek’s profit decline in 2022). - Conclusion and Recommendations
Short-term: Focus on industrial sensors (clear policy subsidies) and automotive sensors (L3 autonomous driving implementation).
Long-term: Track cutting-edge technologies like flexible sensors and quantum sensors.
Recommended Stocks: Hanwei Technology (environmental monitoring), Minxin Co., Ltd. (MEMS chips), Guided Missile Technology (military-civilian integration).
Event-Driven
The State Council Information Office will hold a press conference on Friday, June 13, 2025, at 10:00 AM, introducing the 2025 Multinational Corporation Leaders’ Qingdao Summit, with Deputy Representative of the Ministry of Commerce for International Trade Negotiations Li Yongzhen and Shandong Province Vice Governor Song Junji answering reporters’ questions.
The Fifth Multinational Corporation Leaders’ Qingdao Summit will be held in Qingdao, Shandong from August 27 to 29, 2024. During the summit, a total of 163 investment and trade projects were signed, including 121 investment projects with an investment amount of $12.9 billion; 42 trade projects with a contract amount of $40.4 billion.
Recommended Stocks: Hailian Jinhui (002537), Qingdao Jinwang (002094), Qingdao Shuangxing (000599).
Note: Specific investments should be based on the latest financial data and industry dynamics of the enterprises. The above data is for reference only and should not be used as an investment basis!!!