Is it easier to make chips or sensors

2022-08-04
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Is it easy to make a chip or a sensor

China can build an atomic bomb, why not a lithography machine? In 2020, trade disputes between China and the United States heated up. The United States tightened its policy on Huawei and China's integrated chip industry, mainly because products such as fasteners 1 are used to fix things. China has repeatedly raised this question. At that time, someone answered that the atomic bomb was about destruction, and destruction was indistinguishable, while the lithography machine was about creation, which required precision

the time came on March 23, 2021. In the live broadcast class of China business daily tentacle decoding business series, CCID consultant Han Yun raised a new question: is it easy for China to make chips or sensors

you may be more familiar with chips and 5g, which is the dispute and focus of Sino US trade friction. But in fact, sensors, like chips and 5g, belong to one of the strategic commanding heights of China's new round of economic and technological development. With sensors and satellite IOT as the entry point, Han Yun interpreted the development trend and opportunities of IOT industry during the 14th Five Year Plan period

sensor: four pain points

information generates value in the information age, the word information appears more and more frequently in our daily life. When we discuss personal data and transmission delay, related industries discuss sensing, communication and processing computing technologies, which correspond to sensors, 5g and chips respectively

according to Han Yun, sensors exist in all aspects of life, ranging from household scale to network communication. We strive to understand the market trend and industry direction in its application field, mainly in the fields of, driverless, medical electronics, consumer electronics, etc

from the perspective of national strategy, the status of sensors has also been very prominent. Han Yun said that there are three reasons. Firstly, the sensor is an obvious short board in the realization of IOT technologies; Secondly, sensor is a very important strategic direction in China; Thirdly, the external dependence of sensors in China is very high

despite its prominent position, the problems of scale and technology cannot be ignored. Han Yun pointed out that China's sensor industry faces four major problems: small scale, weak technology, large imports and lack of talents

this industry is heavily dependent on imports, and the import of medium and high-end products even accounts for 80%. Han Yun said that as sensors are an interdisciplinary discipline of physics, chemistry, biology and other industries, there is also a lack of compound talents. In addition, there are many categories of sensor products. From semiconductors and ceramics in the upstream, devices in the midstream, to instruments and intelligent terminals in the terminal, the market scale of a single product is very small, which brings great problems to enterprise R & D and market development

at present, the number of sensor related enterprises in the Yangtze River Delta region has exceeded 50%, of which Jiangsu Province accounts for nearly 30%. According to Han Yun, the industrial layout of sensors is spreading from the Yangtze River Delta to the whole country. In the future, sensors with a market value of 200billion yuan will leverage the IOT industry with a market value of 2trillion yuan. The integration of MEMS sensors, automatic sensors, IOT and AI will be a hot trend in the industry

satellite IOT: four scenarios

on April 20, 2020, satellite interconnection was included in the scope of China's new infrastructure. At that time, some people asked why we should build satellite interconnection since the construction of 3G, 4G and even 5g networks in China has been very developed

for this reason, Han Yun listed the following four scenarios of satellite interconnection. First, in remote areas with relatively small population and complex natural environment, there is no need to build too many 5g base stations in these areas, and the cost is too high. Second, the ocean. The existing base stations cannot cover the vast space of the ocean. Third, the aviation industry. Fourth, disaster recovery. For example, in an earthquake, the traditional communication network will be damaged

the communication network is formed by launching a certain number of satellites, so as to radiate each material of Jinan new era assay instrument Co., Ltd., which is specialized in experimental machines. As long as the technical requirements are global and mechanical testing, it has the characteristics of wide coverage, low delay, high bandwidth and low cost. According to Han Yun, at present, the United States is still the leader in the field of Satellite Internet. China is in the second place, followed by Europe and other countries

facing the future, Han Yun believes that the development trend of satellite interconnection can be summarized into three points. 1、 High throughput communication satellites will develop to high frequency band. 2、 The state will pay more attention to the satellite IOT and build a network security guarantee integrating space and space. 3、 The satellite IOT will help the Internet of things and realize new applications of full coverage

IOT: five perspectives

IOT, as the name suggests, is to connect objects to the network. According to Han Yun, we are currently in the stage of limited IOT, that is, the IOT terminals exceed the human terminals, and there is still a certain gap from the fourth stage of wireless IOT

what kind of development will the IOT industry usher in during the 14th Five Year Plan period? Han Yun made the following five judgments

first, from the perspective of application, car service, smart home and other products will be launched on a large scale, including automatic driving. In this way, each load can only reach a certain load for home

second, from the perspective of innovation situation, IOT has its own innovation gene. During the 14th Five Year Plan period, the pace of integrated innovation will continue to accelerate

third, from the perspective of enterprise situation, the situation of small enterprises leveraging large platforms will be further strengthened

fourth, from the perspective of national policy situation, the country will introduce more policies to support IOT, especially the development of IOT application

fifth, from the perspective of investment and financing situation, there will be more platforms, including investment institutions, to pay attention to IOT's solutions and products

at the same time, Han Yun also put forward six targeted suggestions. 1、 Construct the ecological environment for the development of IOT and sensors; 2、 Promote the implementation of public facilities and service systems with the construction of smart cities; 3、 Increase R & D efforts and improve the collaborative innovation system, such as supporting the development of industrial alliances, establishing public R & D platforms, and providing financial subsidies; 4、 Make breakthroughs in key areas and accelerate the entry into high-end links, such as high-end sensors, core equipment and core raw materials; 5、 Promote mature application models and cultivate emerging business models; 6、 Accelerate the establishment and implementation of information security guarantee

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