Internet of things (IOT), intelligent hardware, automotive electronics, industrial 4.0 to sensor brought huge market opportunity. At the end of yesterday's "the third world sensor peak BBS and China iot application summit", the sensor is how to become a "hole" on the "eagle" rather than "pig", has become the focus of many experts in hot and in. The personage inside course of study says, based on the great opportunities and fragmentation of the market demand, MEMS sensor become new opportunities of development, focus on the service of small and medium-sized companies platform class began to emerge.
Manufacturing and packaging "short board" to fill
As Internet perception layer of the most important sensors become one of the focus of policy support. On the BBS, national IC industry investment fund (hereinafter referred to as "funds"), general manager of Ding Wenwu, said big fund will support the development of the Internet of things, key investment sensor, MEMS sensor, etc. Commissioner of ministry of electronics department of integrated circuit Ren Aiguang is revealed that the ministry is working on sensor development planning, will be released soon.
"Although after nearly 10 years of development, we construct the sensor industry chain, but still faces great challenge." The core source of equity investment management co., LTD. (hereinafter referred to as "the core source of") President Sun Yuwang think that China's four major challenges facing sensor: products in the following stage, product reliability index and lags behind that of the similar foreign products, research and development capabilities to enhance; Focus on the low-end products, small in size, domestic sensor manufacturers generally weak profitability; Incomplete industry chain, industrial coordination ability is weak, sensors and MEMS manufacturing capacity to strengthen; On the key ability of sensors development in the future, multiple sensor fusion of the hardware, the software algorithm, the respect such as low power consumption, intelligent home generally lack.
Market consultancy Yole, according to data from the MEMS field of the world's top 30 enterprises occupy 80% of the industry economic profits, and local companies only song's shares, sound technology, wuxi beautiful new four among the top 30.
"From the industry point of view, independent research and development cannot be too emphasized." In Sun Yuwang view, m&a can really promote the industry development, but based on the success rate of m&a is only 20%, if we want to grow the sensor industry in China, will be based on independent research and development.
Based on his own experience, multidimensional Xue Songsheng think, chairman and chief executive of science and technology, China with the international advanced level on the processing and manufacturing of sensor gap bigger. Sun Yuwang think about it, manufacturing is not open around across China's sensor industry development. "Domestic design products in the domestic manufacturing, must get a Europe and the United States, Japan and South Korea to manufacture, lead to high cost, serious impact on competitiveness; China sensor to internationally competitive, must speed up the construction of their manufacturing capacity." China Sun Yuwang and xue song said that based on the revelation of such as Bosch, IDM model is good for the development of China sensor industry.
Happily, the smic in oscillator, accelerometer, microphone, pressure sensors and other products has been implemented on production, radio frequency devices have some shipments, gyro is in research and development.
Institute of microelectronics, tsinghua university professor ze-wen liu said, packaging has become the bottleneck of the development of Chinese sensor. The problem now is: how to make the RF MEMS sensor encapsulation of MEMS (micro-electro-mechanical systems), IC (integrated circuit) and radio (wireless) encapsulated into SOC chip, and conform to the "low power consumption, low cost, small volume requirements.
MEMS sensor new opportunities
In a "decided to future economic twelve great subversive technology" listing, the Internet of things ", "advanced robots, automatic cars are on the list, which is the core and foundation of all sensors. "In the robot, the main is the sensor." CiXing stake, executive vice President, chairman of the board of directors li-jun said.
By MEMS (micro-electro-mechanical systems) and integrated circuit, MEMS sensor is becoming the development of new opportunities. , according to Research data Sun Yuwang quoted BCC Research to the 2019 global sensor market is expected to more than $150 billion. Among them, the MEMS market will reach $14 billion, China will account for half of the market.
In ze-wen liu's view, MEMS sensors will become an important technology of the Internet and information era. Face the future of 5 g communication needs, RF MEMS sensor will be a better solution, is also a kind of important integration technology.
But ze-wen liu reminds at the same time, the concept of fuzzy may result in China MEMS sensor again "to get up early and catch a late collection", to the backward "path". "The industry there is a phenomenon, everyone about MEMS sensor is simple, but it may be biased, MEMS sensor is microelectromechanical system and sensor integration, it is is more complex than a single sensor, integrated technology." If you can't realize this, may cause on the research and development and industrialization of deviating from the mainstream direction and actual demand.
Notable is, platform construction is becoming the industry the focus of attention and practice. The peak on the BBS, Shanghai micro technology international cooperation center (hereinafter referred to as "SIMTAC") President, according to gao teng SIMTAC will consult IMEC, melting technology platform construction characteristics, through innovation of business model and one-stop technical support services, for the industry of small and medium-sized start-up drop "three highs" (high investment cost, high technical threshold, high risk). As IC design companies and one-stop service providers, the downtown core semiconductor by IP/EDA with world famous leading companies Synopsys, Cadence, Mentor to establish deep cooperation, designed for small and medium-sized companies provide one-stop platform for IP resources.
Micro technology industry research institute in addition, Shanghai will build the first 8 inches "beyond Moore" research and development of pilot line, the deployment of MEMS, RF, silicon-based III - V, 3 d integration, MR magnetic sensing, power, and the biological technology and measurement equipment, and a complete and reliable technology development. It is understood that the development line has been going on in the interior, for equipment debugging plan early next year.
