More than 20% of sensors enter the company

Sensors, as the name suggests, are the external input of physical, chemical, and biological signals that are converted into electrical signals that can "interact" with the external environment. A brokerage researcher said that with the rich functionality of smart products, the number of sensors needed will increase, and products will have to be more advanced to achieve various functions. For the upcoming Apple Watch, carrying sensors is essential.

Widely used in various fields

At this stage, most MEMS (micro-electromechanical system) sensors, such as accelerometers, gyroscopes, and gravity sensors, are installed in most smartphones. Such as the gravity sensor, is to feel the change of the center of gravity of the mobile phone in changing the posture, so that the mobile phone cursor changes position to achieve the selected function.

It is worth mentioning that at present, sensors are widely used in various fields, in addition to consumer electronics, but also widely used in automotive, medical electronics and other fields, especially smart phones and tablet computers.

In fact, as the functions of mobile phones become more sophisticated and complex, the number of MEMS applications in smart electronic products will increase. Huatai Securities analysts mentioned in the research report that up to 12 MEMS chips have been used in smart phones. It is expected that in the near future, each smart phone will use MEMS to reach 20.

From Apple's current announcement of some Apple Watch, the number of sensors used in this product is also a small number. Insiders briefed the reporter on the function of the Apple Watch. The gyroscope may exist. When the watch is turned on the wrist, it can automatically sense and wake up the screen. There may also be a heart rate sensor for tracking heart rate conditions.

Global market maintains rapid growth

The "China Sensor Industry Development White Paper (2014)" shows that in recent years, the global sensor market has maintained rapid growth. In 2012, the global sensor market has reached 95.2 billion U.S. dollars, and in 2013 it was approximately 105.5 billion U.S. dollars. In the future, as the economic environment continues to improve, market demand for sensors will continue to increase.

In recent years, the growth rate of sensors in China has been more than 20%. There are brokerage analysts who do not want to be named, said that now there are many domestic sensor manufacturers, competition is fierce, mainly concentrated in the Yangtze River Delta region, especially in Jiangsu and other places. Most domestic manufacturers buy their own chips and have low competitiveness.

In the second half of last year, many A-share companies had plans to enter the sensor field.

In May 2014, Dunan Environment announced the establishment of a joint venture with Microlux Technology, Inc., a MEMS sensor giant company, to invest in the establishment of Dunan Sensing Technology Co., Ltd. The joint venture is mainly engaged in the design, R&D, manufacturing and sales of MEMS sensors in the automotive, refrigeration and air-conditioning, medical, industrial control, energy, aerospace and other fields. At the end of August of the same year, Ophelia announced that it would raise 4 billion yuan to raise funds, and one of the fund-raising projects was the sensor and application integration system R&D center project.

On September 24th, 2014, the company said that the company plans to use its own capital of 50 million yuan to invest in the newly established wholly-owned subsidiary of Huizhou Kaier. The main purpose of this investment is to expand the production scale of high-pixel image sensor modules. , newly invest in R&D, design and manufacturing of new-generation biometric sensor modules (including fingerprint recognition sensors, iris recognition sensors, etc.), and newly-invested sensor modules and application integration system R&D centers to build a competitive advantage in scale. Improve the company's overall competitiveness.

On September 30, Tongfang Guoxin announced that it intends to acquire the shares of Hua Hong Semiconductor as a strategic investor through its wholly-owned subsidiary Hong Kong Tongxin. Hua Hong Semiconductor is the world's leading pure wafer foundry, specializing in R&D and manufacturing of 200mm (or 8 inch) wafer semiconductors for professional applications. Products include RFCOMS, analog and mixed-signal, CMOS image sensors, PMIC and MEMS processing technologies.