RFID (Radio Frequency Identification) is a wireless communication technology that can identify specific targets and read and write related data through radio signals without establishing mechanical or optical contact.RFIDTechnology has the advantages of long identification distance, strong anti-interference ability, large data capacity, long life, and high security. It is widely used in logistics, retail, manufacturing, financial payment, identification, traffic management, medical and health, military security and other fields.

1. market size

According to data from the Champ Consulting Group, since.2010After the development of the Internet of Things in China was formally included in the national development strategy inRFIDAnd the Internet of Things industry ushered in a rare opportunity for development.2013year, our country.RFIDBreakthrough in market size300Billion yuan, the scale growth rate reached35.0%and then the market rose steadily;2019In 2010, China's overall macro environment was cold, downstream demand was affected, and market growth declined, but the overall market still maintained an upward momentum.1100About 100 million yuan.2020year, based onRFIDThe application of the Internet of Things of technology is constantly enriched, the combination with the mobile Internet is deepening, and the application fields are constantly expanding,RFIDThe market size will continue to maintain a high growth trend,2020Year of our countryRFIDMarket scale breakthrough1200Billions of dollars.

Reaching our country in 2022RFIDMarket size1686Billions of dollars, expected2023-2025The compound annual growth rate remains12%The main growth drivers are social security and health card programs, traffic management, mobile payments, logistics and warehousing, anti-counterfeiting, and finance.ICSegmentation areas such as card migration. Preliminary estimate2026Year of our countryRFIDThe market size will be close2500Billions of dollars.

2. market structure

RFID systems include tags and packaging, readers, software and system integration services, software including middleware and application systems. according to chinaRFIDIndustry alliance data show that at present, China's label and packaging products market inRFIDThe proportion of the system is the largest, and the scale of software and system integration will be further improved in the future.2022The proportion of the label and packaging market is about.32%, system integration services accounted31%, reading and writing machines and tools22%, software accounted15%。

RFID has entered all walks of life. With the rapid development of China's economy,RFIDIt will play an increasingly important role in logistics, retail, manufacturing, clothing, medical, identification, anti-counterfeiting, asset management, transportation, food, animal identification, libraries, automobiles, aviation, military and other fields. Among them, financial payments occupy21.2%The market became China.RFIDThe first sector of the industry market. Secondly, in the identification, traffic management and military and security applications also occupy10%above market share.

3. competition pattern

At present, domestic enterprises in the electronic label industry chain packaging, testing and system integration links have a strong competitive advantage, while in the chip design packaging, software/The middlemen are mainly controlled by foreign manufacturers, of which the main manufacturers of chip design and packaging includeNXP、TI、ImpinjWait;Software middleware is providedIBM, Microsoft, Oracle and a few other software manufacturers monopoly.

Major domestic enterprises include Yuanwanggu (002161)Gao Hong shares (000851), New Continent (000997)Jinjia shares (002191)and so on, respectively, in different segments have a certain market share and technical advantages. As domestic enterprises continue to increase R & D investment and innovation capabilities, it is expected to achieve breakthroughs in chip design and software development in the future, and improve independent controllability and competitiveness.

4. development trend

As one of the core technologies of the Internet of Things, RFID technology has great development potential and broad application prospects. With5GThe popularity of the network and the construction of the Internet of Things platform,RFIDTechnology will be deeply integrated with cloud computing, big data, artificial intelligence and other technologies to achieve more efficient, smarter and safer data transmission and processing. At the same time,RFIDTechnology will also continue to innovate and optimize, improve recognition speed and accuracy, reduce cost and power consumption, and expand the scope and scale of applications.

5. Prospects

According to data from the Champ Consulting Group,2023Global YearRFIDThe market size will be from2022of the year128billion dollars rise140Billions of dollars. China as the world's largestRFIDOne of the market, will continue to maintain a rapid growth trend, is expected2023Year-round ChinaRFIDThe market size will reach1500About 100 million yuan, accounting for nearly the global market.40%. Champ Consulting believes that ChinaRFIDThe industry is facing huge opportunities and challenges, and it is necessary to strengthen standard-setting and policy support, promote the coordinated development of the industry and innovation-driven, and enhance international competitiveness and influence. At the same time, also need to pay attentionRFIDTechnology may bring privacy protection and information security and other issues, establish and improve relevant laws and regulations and regulatory mechanisms to protect the rights and interests of users and social public interests.