The introduction of localization trend in the sensor market ushered in the development opportunity
2018-06-12 13:00:55
Basic conclusions and investment logic: As the Internet of Things industry entered the market, the sensor industry became the focus of investment at this stage.
IoT applications have been supported by government policies and have entered the market introduction period: IoT applications have been piloted or deployed on a small scale around the world, and closed-loop applications within or outside the industry have begun; as technologies and standards mature and hardware costs decrease, The application of point-to-face applications will emerge. Infinite, Hanwei Electronics, Anjubao and Dahua are the focus of attention. Hikvision’s price cuts also deserve attention.
The sensor is the foundation for information acquisition of the Internet of Things. Benefits are deep: The sensor is the foundation of the Internet of Things and is in the upstream of the industrial chain. It benefits from the beginning of the development of the Internet of Things. At the same time, the sensor is in the tower of the Internet of Things pyramid and will be the entire Internet of Things industry. The largest and most basic link in demand.
Sensors have become the bottleneck in the development of China's Internet of things, localization requirements are urgent: China's sensor industry is lagging behind, domestic sensor demand, especially high-end demand heavily dependent on imports, a huge gap in domestic production, the current sensor imports accounted for 80%, sensor chip imports accounted for Up to 90%.
At present, the sensor is mainly based on closed-loop applications, and the target can be tapped in the high-growth application market.
The sensor industry will achieve high growth from point to point and the domestic market will grow by 30% annually: the IoT industry has entered the market introduction period, and the sensor industry will usher in the golden development period; China Electronics Information Industry Development Research Institute predicts that the next five years will be domestic The sensor market grew at a compound annual rate of 31%.
The sensor market in automotive, logistics, coal mine safety supervision, security, and RFID tag cards has grown rapidly: the potential size of the automotive sensor market has reached 5.7 billion, which is more than 14 times the current; the potential size of the logistics sensor market has reached more than 10 billion yuan. More than ten times; coal mine security sensor market potential scale of tens of billions of dollars; security sensor market, the growth rate will be synchronized with the output value of the security industry growth, "Twelfth Five-Year Plan" China's security industry output value of the average annual growth of 20%; RFID tag cards have entered the market development period, and the average annual growth rate is about 21% in the next five years. The leader of sensor technology is easily transformed into an overall solution provider, with greater growth space and stronger competitiveness, which is the preferred target for investment.
1, the overall program market space is greater, is the long-term goal of the sensor company, the sensor core technology leader is easier to transform; 2, in the Internet of Things strategy, the sensor localization needs urgent, the domestic leader of the sensor industry is more supported by the government; 3, as the bottleneck of the development of the Internet of things, the sensor has become an advantage of the entire industry chain, but also represents the company's core competitiveness.
IoT applications have been supported by government policies and have entered the market introduction period: IoT applications have been piloted or deployed on a small scale around the world, and closed-loop applications within or outside the industry have begun; as technologies and standards mature and hardware costs decrease, The application of point-to-face applications will emerge. Infinite, Hanwei Electronics, Anjubao and Dahua are the focus of attention. Hikvision’s price cuts also deserve attention.
The sensor is the foundation for information acquisition of the Internet of Things. Benefits are deep: The sensor is the foundation of the Internet of Things and is in the upstream of the industrial chain. It benefits from the beginning of the development of the Internet of Things. At the same time, the sensor is in the tower of the Internet of Things pyramid and will be the entire Internet of Things industry. The largest and most basic link in demand.
Sensors have become the bottleneck in the development of China's Internet of things, localization requirements are urgent: China's sensor industry is lagging behind, domestic sensor demand, especially high-end demand heavily dependent on imports, a huge gap in domestic production, the current sensor imports accounted for 80%, sensor chip imports accounted for Up to 90%.
At present, the sensor is mainly based on closed-loop applications, and the target can be tapped in the high-growth application market.
The sensor industry will achieve high growth from point to point and the domestic market will grow by 30% annually: the IoT industry has entered the market introduction period, and the sensor industry will usher in the golden development period; China Electronics Information Industry Development Research Institute predicts that the next five years will be domestic The sensor market grew at a compound annual rate of 31%.
The sensor market in automotive, logistics, coal mine safety supervision, security, and RFID tag cards has grown rapidly: the potential size of the automotive sensor market has reached 5.7 billion, which is more than 14 times the current; the potential size of the logistics sensor market has reached more than 10 billion yuan. More than ten times; coal mine security sensor market potential scale of tens of billions of dollars; security sensor market, the growth rate will be synchronized with the output value of the security industry growth, "Twelfth Five-Year Plan" China's security industry output value of the average annual growth of 20%; RFID tag cards have entered the market development period, and the average annual growth rate is about 21% in the next five years. The leader of sensor technology is easily transformed into an overall solution provider, with greater growth space and stronger competitiveness, which is the preferred target for investment.
1, the overall program market space is greater, is the long-term goal of the sensor company, the sensor core technology leader is easier to transform; 2, in the Internet of Things strategy, the sensor localization needs urgent, the domestic leader of the sensor industry is more supported by the government; 3, as the bottleneck of the development of the Internet of things, the sensor has become an advantage of the entire industry chain, but also represents the company's core competitiveness.