Overview of 1. chemical sensors

1. Definition

according to national standardsGB/T 33905.3-2017Definition of smart sensors: Smart sensors are sensors that have two-way communication with external systems to send measurements, status information, receive and process external commands. In short, smart sensors are system-level products that integrate sensing units, communication chips, microprocessors, drivers, and software algorithms, with functions such as information collection, information processing, information exchange, and information storage.

Chemical sensors refer to sensors used in the chemical industry. Its characteristics mainly include miniaturization, digitization, intelligence, multi-function, systematization, networking, etc., which can realize automatic detection and automatic control.

2. Classification

According to the effect of converting the external input signal into electrical signal, it can be divided into three categories: physical quantity intelligent sensor, chemical quantity intelligent sensor and biological intelligent sensor. The second level is based on the "working principle."+Application areas”The classification is based on the specific expansion, which can be divided into pressure sensors, inertial sensors, magnetic sensors, optical sensors, etc.

Analysis of 2. Chemical Sensor Industry Chain

1. Upstream link

The upstream link of chemical sensors mainly includes design, raw materials and production equipment supply. The design process involves the determination of the function, structure and parameters of the sensor, which is the key factor affecting the performance and quality of the sensor. Raw materials mainly include non-ferrous metals, plastics, semiconductors, etc., which are important factors affecting the cost and stability of the sensor. Production equipment mainly includes cutting machines, welding machines, packaging machines, etc., which are important factors affecting the production capacity and efficiency of sensors.

2. Midstream link

The midstream link of chemical sensors mainly includes the processing, manufacturing and packaging testing of sensor devices. The process of processing and manufacturing involves the formation, connection and assembly of the sensor, which is an important link that affects the function and reliability of the sensor. The packaging and testing link involves the processing of the sensor's shell, interface, identification, etc., as well as the inspection of the sensor's performance, accuracy, stability, etc., which is an important link that affects the sensor's quality and market competitiveness.

3. Downstream links

The downstream links of chemical sensors mainly include the manufacture and application of end products. The end products mainly include chemical equipment, instrumentation, intelligent terminals, etc., which are important factors affecting the demand and value of sensors. The application areas mainly include oil exploration, industrial automation, oil well exploration, industrial and mining industry, industrial Internet, etc., which are important factors affecting the size and development trend of the sensor market.

3. Chemical Sensor Market Size Analysis

1. Global market size

2022 global smart sensor market size will reach432.7billion dollars, compared2020of the year358.1billion dollars, with a compound annual growth rate10.2%. Among all kinds of smart sensors, physical quantity smart sensors occupy the largest market share, mainly due to their wide application in automotive, consumer electronics, aerospace and other fields. In terms of regions, North America is the world's largest smart sensor market, mainly due to its Internet of Things, Industrial4.0Advanced technology and innovation capabilities in other fields.

2. Domestic market size

In recent years, the scale of China's smart sensor market has maintained rapid growth,2019Year reached783.9Billion yuan, year-on-year growth14.5%，2021year breakthrough1000Billions of dollars. Among them, the chemical field can be regarded as belonging to the industrial manufacturing field, accounting15%。2019-2021In 2010, the scale of demand for chemical intelligent sensors in China continued to expand, showing a rapid growth momentum. The growth stems from a significant increase in demand for chemical smart sensors in the pharmaceutical and oil exploration sectors.2021In 2010, the scale of demand for chemical intelligent sensors in China reached295.2Billion yuan, year-on-year growth17.6%. Expected2023The scale of demand for chemical intelligent sensors in China will reach420billion, with a compound annual growth rate12.1%。

Analysis on the Competitive Pattern of 4. Chemical Sensors

1. Global competitive landscape

The global smart sensor market competition pattern is more scattered, there is no absolute monopoly advantage. The market shares of the top ten manufacturers in the global smart sensor market are: Texas Instruments (TI）11.2%, Stanley Electric (ST）10.8%、NXPSemiconductor (NXP）9.6%, ON Semiconductor (ADI）8.4%Bosch (Bosch）7.2%, Honeywell (Honeywell）6.8%, Infineon (Infineon）6.4%, Siemens (Siemens）5.6%、ABB 4.8%, Annalog Devices（ADI）4.4%. These manufacturers mainly through continuous R & D innovation, product diversification, market expansion and other strategies to improve their market position and competitiveness.

2. Domestic competition pattern

The competition pattern of domestic intelligent sensor market is relatively concentrated, mainly composed of state-owned enterprises and private enterprises. The market shares of the top ten manufacturers in the domestic sensor market are: China Electronics Technology Corporation (CETC）13.2%, China Aerospace Science and Industry Corporation (CASIC）11.6%, China Aerospace Science and Technology Corporation (CASC）10.4%, China Ordnance Industry Corporation (NORINCO）9.2%, China Ordnance Equipment Group Corporation (CEG）8.8%Hanwei Electronics Co., Ltd (Hanwei Electronics）7.6%Shenzhen Huada Intelligent Technology Co., Ltd (Huada Technology）6.4%Shenzhen Huawei Technologies Co., Ltd (Huawei）5.2%Shenzhen Dazu Laser Technology Industry Co., Ltd (Han’s Laser）4.8%Beijing North Huachuang Technology Co., Ltd (North Huachuang treatment）4%.These manufacturers mainly improve their technical level and market influence through government support, military-civilian integration, and industry-university-research cooperation.

Analysis on the Development Trend of 5. Chemical Sensors

1. Technology trends

The technical trend of chemical sensors is mainly manifested in the following aspects:

Miniaturization: With the development of microelectronics and nanotechnology, the size of chemical sensors is getting smaller and smaller, which can achieve higher sensitivity and accuracy, as well as lower power consumption and cost.

Digitization: With the development of digital signal processing technology and communication technology, the output signals of chemical sensors are increasingly digital, which can achieve higher reliability and compatibility, as well as stronger anti-interference ability.

Intelligent: With the development of artificial intelligence technology and big data technology, the internal functions of chemical sensors are increasingly intelligent, which can achieve higher adaptability and autonomy, as well as stronger data analysis capabilities.

Multi-function: With the development of multi-parameter detection technology and multi-sensor fusion technology, the functions of chemical sensors are increasingly multi-functional, which can achieve higher comprehensiveness and efficiency, as well as stronger information acquisition capabilities.

Systematization: With the development of system integration technology and modular technology, the structure of chemical sensors is increasingly adopting a systematic approach, which can achieve higher coordination and flexibility, as well as stronger functional expansion capabilities.

Networking: With the development of Internet of Things technology and cloud computing technology, chemical sensors are increasingly connected by networks, which can achieve higher interconnectivity and sharing, as well as stronger remote control capabilities.

2. Market trends

The market trend of chemical sensors is mainly manifested in the following aspects:

Demand growth: With the development and transformation and upgrading of the chemical industry, the demand for intelligence, digitalization, and greening is increasing, which has promoted the growth of demand in the chemical sensor market.

Application expansion: With the Internet of Things technology, industry4.0technology,5GThe application of emerging technologies such as technology, the application field of chemical sensor market continues to expand, involving oil exploration, industrial automation, oil well exploration, industrial and mining industry, industrial Internet and other fields.

Innovation-driven: With the country's support and encouragement for technological innovation and industrial innovation, the innovation vitality of the chemical sensor market continues to increase, and a number of enterprises and products with independent intellectual property rights and core competitiveness have emerged.

International competition: With the increasing recognition and acceptance of China's chemical sensor products in the international market, China's chemical sensor companies continue to strengthen international cooperation and exchanges to enhance their competitiveness and influence in the international market.

Opportunity and Challenge Analysis of 6. Chemical Sensors

1. Opportunity

National policy support: the state in the "14th Five-Year Plan" put forward to speed up the construction of manufacturing power, digital China, network power and other strategic objectives, for the chemical sensor industry to provide policy support and guidance.

Industry demand pull: the industry in the process of transformation and upgrading for intelligent, digital, green and other aspects have a strong demand, for the chemical sensor industry to provide market pull and application scenarios.

Technology innovation promotion: technology in the process of continuous progress and innovation for the function, performance, quality and other aspects of the continuous improvement of the requirements, for the chemical sensor industry to provide technology to promote and innovation power.

International market development: In the process of expanding and deepening the international market, there is an increasing demand for Chinese chemical sensor products, which provides international development and cooperation opportunities for the chemical sensor industry.

Challenge

Technical bottleneck constraints: In the process of continuous development and change, technology has higher requirements for the miniaturization, digitization, intelligence, multi-function, systematization, and networking of chemical sensors, which has brought technical bottlenecks for the chemical sensor industry And constraints.

Intensified market competition: The market has higher requirements for the cost performance, brand influence, and service quality of chemical sensors in the process of continuous expansion and differentiation, which has brought market competition and pressure to the chemical sensor industry.

Lack of talents: in the process of continuous training and flow of talents, there are higher requirements for the professional knowledge, innovation ability and management ability of chemical sensors, which brings the lack of talents and problems for the chemical sensor industry.

Environmental risk test: The environment has higher requirements for the safety, stability, and reliability of chemical sensors in the process of continuous change and deterioration, which brings environmental risks and tests to the chemical sensor industry.

Conclusion

To sum up,2023The analysis of the current market situation and development opportunities of the chemical sensor industry throughout the year are as follows:

Market size: The global market size will reach870billion dollars, with a compound annual growth rate18.9%; the domestic market size will reach280billion, with a compound annual growth rate12.1%。

Competition pattern: The global competition pattern is relatively scattered, and there is no absolute monopoly advantage; the domestic competition pattern is relatively concentrated, mainly composed of state-owned enterprises and private enterprises.

Development trend: technology trends are mainly manifested in miniaturization, digitization, intelligence, multi-function, systematization, networking and other aspects; market trends are mainly manifested in demand growth, application expansion, innovation-driven, international competition and so on.

Opportunities and challenges: Opportunities mainly come from national policy support, industry demand, technological innovation promotion, international market development, etc.; challenges mainly come from technical bottlenecks, intensified market competition, lack of talents, and environmental risk tests.

Shangpu Consulting believes that chemical sensors are the most important data collection entrance of the Internet of Things technology, so that automated intelligent devices have the ability to perceive and will usher in a broad space for development. But at the same time, we also need to pay attention to the challenges of technology, market, talent and environment, enhance our core competitiveness and grasp the development opportunities.