由中國(guó)經(jīng)濟(jì)信息社江蘇中心研撰的《2017-2018中國(guó)物聯(lián)網(wǎng)發(fā)展年度報(bào)告》(下稱(chēng)《年報(bào)》)9月14日在無(wú)錫發(fā)布。《年報(bào)》顯示,我國(guó)正興起新一輪傳感器研發(fā)熱潮,市場(chǎng)地位逐步凸顯,目前已形成較為完整的產(chǎn)業(yè)鏈。
傳感器是物聯(lián)網(wǎng)的“五官”,是用于采集各類(lèi)信息并轉(zhuǎn)換為特定信號(hào)的器件,也是科學(xué)技術(shù)發(fā)展的重要標(biāo)志,與通信技術(shù)、計(jì)算機(jī)技術(shù)構(gòu)成信息產(chǎn)業(yè)的三大支柱。近年來(lái),伴隨著技術(shù)的集成化趨勢(shì),傳感器逐步走向模塊化、微型化。
由于世界各國(guó)普遍重視對(duì)傳感器投入研發(fā),以及市場(chǎng)對(duì)傳感器需求的增加,近年全球傳感器市場(chǎng)保持穩(wěn)步增長(zhǎng)。2017年,全球傳感器市場(chǎng)規(guī)模突破2000億美元,達(dá)2075億美元,增速達(dá)14.7%。
從市場(chǎng)分布來(lái)看,目前全球傳感器研制生產(chǎn)單位超過(guò)6500家。美國(guó)、歐洲、俄羅斯各自從事傳感器研究和生產(chǎn)廠家1000余家,日本有800余家。但GE傳感器、愛(ài)默生、西門(mén)子、博世、意法半導(dǎo)體、霍尼韋爾、ABB、日本橫河、歐姆龍、施耐德電氣、E+H等美國(guó)、日本、德國(guó)的幾家龍頭公司占據(jù)主導(dǎo)地位,共占據(jù)近70%的市場(chǎng)份額。
與此同時(shí),我國(guó)正興起新一輪傳感器研發(fā)熱潮,與世界先進(jìn)傳感器技術(shù)國(guó)家間的差距逐步縮短,市場(chǎng)地位逐步凸顯。目前,已形成較為完整的產(chǎn)業(yè)鏈,材料、器件、系統(tǒng)、網(wǎng)絡(luò)等方面水平不斷完善,自主品牌達(dá)6000多種。
物聯(lián)網(wǎng)區(qū)域性產(chǎn)業(yè)集群不斷涌現(xiàn)。全國(guó)近一半比例的傳感器企業(yè)主要集中在長(zhǎng)三角地區(qū),并逐步形成以北京、上海、南京、深圳、沈陽(yáng)和西安等中心城市為主的區(qū)域空間布局。
近年來(lái),我國(guó)傳感器市場(chǎng)持續(xù)快速增長(zhǎng),年均增長(zhǎng)速度超過(guò)20%,據(jù)前瞻產(chǎn)業(yè)研究院發(fā)布的《中國(guó)傳感器制造行業(yè)發(fā)展前景與投資預(yù)測(cè)分析報(bào)告》數(shù)據(jù)顯示,2011年傳感器市場(chǎng)規(guī)模為480億元,到2016年達(dá)到1126億元。2017年增長(zhǎng)至1300億元,同比增長(zhǎng)15.45%。其中,流量傳感器、壓力傳感器、溫度傳感器占據(jù)最大的市場(chǎng)份額,分別占21%、19%、14%;應(yīng)用領(lǐng)域,工業(yè)、汽車(chē)電子、通信電子、消費(fèi)電子占比最大,僅工業(yè)和汽車(chē)電子產(chǎn)品領(lǐng)域的傳感器占比即達(dá)42%左右。此外,發(fā)展最快的應(yīng)用領(lǐng)域是汽車(chē)電子和通信電子。
傳感器作為物聯(lián)網(wǎng)的心臟,發(fā)展空間巨大。物聯(lián)網(wǎng)的系統(tǒng)架構(gòu)一般由感知層、傳輸層和應(yīng)用層組成,其中,感知層主要由傳感器、微處理器和無(wú)線通信收發(fā)器等組成。預(yù)計(jì)到2025年物聯(lián)網(wǎng)帶來(lái)的經(jīng)濟(jì)效益將在2.7萬(wàn)億到6.2萬(wàn)億美元之間。其中,傳感器作為數(shù)據(jù)采集的入口、物聯(lián)網(wǎng)的“心臟”,將迎來(lái)巨大的發(fā)展空間。
同時(shí)由于目前國(guó)內(nèi)智能傳感器國(guó)外品牌占據(jù)絕大部分市場(chǎng)份額,國(guó)內(nèi)進(jìn)口產(chǎn)品的替代空間非常大,隨著本土企業(yè)加快研發(fā)進(jìn)程和智能傳感器產(chǎn)業(yè)鏈布局,中國(guó)智能傳感器市場(chǎng)未來(lái)將保持較快的發(fā)展速度,本土化率將不斷提高。
The status of sensor market gradually highlights that the industry will usher in great development space.
The Annual Report on the Development of the Internet of Things in China 2017-2018 (hereinafter referred to as the "Annual Report"), published by the Jiangsu Center of China Economic Information Society, was published in Wuxi on September 14. According to the Annual Report, a new round of sensor R&D boom is emerging in China, and the market position is gradually highlighted. At present, a relatively complete industrial chain has been formed.
Sensor is the "five senses" of the Internet of Things, which is used to collect various kinds of information and convert it into specific signals. It is also an important symbol of the development of science and technology. In recent years, with the trend of integration of technology, sensors are gradually moving towards modularization and miniaturization.
The global sensor market has maintained a steady growth in recent years due to the worldwide emphasis on the research and development of sensors and the increasing demand for sensors in the market. In 2017, the global sensor market size exceeded US $200 billion, reaching US $207 billion 500 million, with a growth rate of 14.7%.
From the perspective of market distribution, there are more than 6500 global sensor production and production units. The United States, Europe and Russia respectively engage in sensor research and production of more than 1000 manufacturers, Japan has more than 800. But GE sensors, Emerson, Siemens, Bosch, Italian-French Semiconductor, Honeywell, ABB, Yokogawa, Omron, Schneider Electric, E+H and other leading companies in the United States, Japan, Germany occupy a total of nearly 70% of the market share.
At the same time, a new round of research and development upsurge of sensors is emerging in China, the gap between China and the advanced sensor technology countries is gradually shortened, and the market position is gradually highlighted. At present, a relatively complete industrial chain has been formed, and the level of materials, devices, systems and networks has been constantly improved, with more than 6000 independent brands.
The regional industrial clusters of the Internet of things have sprung up. Nearly half of the sensor enterprises in China are mainly concentrated in the Yangtze River Delta region, and gradually form a regional spatial layout with Beijing, Shanghai, Nanjing, Shenzhen, Shenyang and Xi'an as the main cities.
In recent years, China's sensor market continues to grow rapidly, with an average annual growth rate of more than 20%. According to the "China Sensor Manufacturing Industry Development Prospects and Investment Forecast Analysis Report" issued by Prospective Industry Research Institute, the sensor market size in 2011 was 48 billion yuan, and reached 112.6 billion yuan by 2016. In 2017, it increased to 130 billion yuan, an increase of 15.45% over the same period last year. Among them, flow sensors, pressure sensors, temperature sensors occupy the largest market share, accounting for 21%, 19%, 14% respectively; in the application field, industry, automotive electronics, communications electronics, consumer electronics accounted for the largest proportion, only the industrial and automotive electronics products in the field of sensors accounted for about 42%. In addition, the fastest growing areas of application are automotive electronics and communications electronics.
As the heart of the Internet of things, sensors have huge room for development. The system architecture of the Internet of Things is generally composed of perception layer, transmission layer and application layer. The perception layer is mainly composed of sensors, microprocessors and wireless communication transceivers. It is estimated that the economic benefits of the Internet of things will be between 2 trillion and 700 billion and 6 trillion and 200 billion dollars by 2025. Among them, sensors as the entrance of data acquisition, the "heart" of the Internet of Things, will usher in a huge space for development.
At the same time, due to the current domestic smart sensor foreign brands occupy the majority of the market share, the domestic imported products have a very large space for substitution. With the accelerated development process of local enterprises and smart sensor industry chain layout, China's smart sensor market will maintain a relatively rapid development rate in the future, the localization rate will continue to increase.