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The international sensor exhibition was held today. Focus on concept stocks
- Categories:Industry information
- Time of issue:2016-09-13 08:50
(Summary description) The China (Shanghai) International Sensor Technology and Application Exhibition, organized by the China Sensors and Internet of Things Industry Alliance, will open in Shanghai on the 12th. Advanced sensor companies from the United States, Germany, Russia, Israel and other countries will participate in this conference. Industry-related experience and technology. According to media reports, as the foundation of the Internet of Everything, sensors are widely used in many fields such as industrial manufacturing, smart cars, communication electronics, and consumer electronics. At present, my country's high-end sensor chips mainly rely on imports. With the vigorous promotion of policies, my country's sensor industry will usher in rapid development. In addition, the formulation of related standards such as NB-IOT and LTE-V also provides important support for the development of the sensor industry. Gartner predicts that by 2020, there will be 26 billion Internet-connected objects (excluding PCs, smartphones and tablets) in the world, and the connection of a large number of unconnected objects, devices, and systems will bring broad space to the Internet of Things market. From a global perspective, due to the leading technology in developed countries such as Europe and the United States, and the high degree of intelligence in the entire market, European and American countries account for a relatively large demand in the entire sensor market. The data shows that in 2014, the sensor market shares of the United States, Japan, and Germany were 30%, 20%, and 10%, respectively, accounting for about 60% in total. However, the market share of the entire Asian countries is only about 16%, and my country's sensor market has more room for growth in the future. GF Securities (16.350, -0.17, -1.03%) believes that the sensor is still worth paying attention to in the medium term. Continue to be optimistic about three types of targets: 1) Leading mid-to-high-end sensors, such as Hanwei Electronics (23.980, 0.48, 2.04%); 2) Neville Technology (66.710, 0.59, 0.89%) and AVIC, which have obvious advantages in the MEMS industry chain Measured (26.600, -0.10, -0.37%); 3) SPEED (17.930, 0.31, 1.76%), a MEMS packaging business. Haitong Securities (16.050, -0.01, -0.06%) recommends focusing on the domestic MEMS foundry leader Naiwei Technology (300456.SZ), and the domestic automotive fuel sensor leader Suao Sensing (113.550, 0.16, 0.14%) (300507. SZ), Suzhou solid technetium (11.800, 0.82, 7.47%) (002079.SZ), which has mass-produced MEMS inertial sensors and has MEMS packaging technology, and Huagong Technology (16.780, 0.04, 0.24%) (000988. SZ), the domestic scarce IDM semiconductor company Silan Micro (6.880, 0.13, 1.93%) (600460.SH), domestic gas sensor leader Hanwei Electronics (300007.SZ), domestic MEMS packaging and testing leader Huatian Technology (12.940) , 0.95, 7.92%) (002185.SZ), Changjiang Electronics Technology (19.350, 1.49, 8.34%) (600584.SH), Jingfang Technology (33.010, 0.77, 2.39%) (603005.SH), the world's leading MEMS microphone Goertek (29.120, 0.60, 2.10%) (002241.SZ), military MEMS leader AVIC (300114).
The international sensor exhibition was held today. Focus on concept stocks
(Summary description) The China (Shanghai) International Sensor Technology and Application Exhibition, organized by the China Sensors and Internet of Things Industry Alliance, will open in Shanghai on the 12th. Advanced sensor companies from the United States, Germany, Russia, Israel and other countries will participate in this conference. Industry-related experience and technology.
According to media reports, as the foundation of the Internet of Everything, sensors are widely used in many fields such as industrial manufacturing, smart cars, communication electronics, and consumer electronics. At present, my country's high-end sensor chips mainly rely on imports. With the vigorous promotion of policies, my country's sensor industry will usher in rapid development. In addition, the formulation of related standards such as NB-IOT and LTE-V also provides important support for the development of the sensor industry. Gartner predicts that by 2020, there will be 26 billion Internet-connected objects (excluding PCs, smartphones and tablets) in the world, and the connection of a large number of unconnected objects, devices, and systems will bring broad space to the Internet of Things market.
From a global perspective, due to the leading technology in developed countries such as Europe and the United States, and the high degree of intelligence in the entire market, European and American countries account for a relatively large demand in the entire sensor market. The data shows that in 2014, the sensor market shares of the United States, Japan, and Germany were 30%, 20%, and 10%, respectively, accounting for about 60% in total. However, the market share of the entire Asian countries is only about 16%, and my country's sensor market has more room for growth in the future.
GF Securities (16.350, -0.17, -1.03%) believes that the sensor is still worth paying attention to in the medium term. Continue to be optimistic about three types of targets: 1) Leading mid-to-high-end sensors, such as Hanwei Electronics (23.980, 0.48, 2.04%); 2) Neville Technology (66.710, 0.59, 0.89%) and AVIC, which have obvious advantages in the MEMS industry chain Measured (26.600, -0.10, -0.37%); 3) SPEED (17.930, 0.31, 1.76%), a MEMS packaging business.
Haitong Securities (16.050, -0.01, -0.06%) recommends focusing on the domestic MEMS foundry leader Naiwei Technology (300456.SZ), and the domestic automotive fuel sensor leader Suao Sensing (113.550, 0.16, 0.14%) (300507. SZ), Suzhou solid technetium (11.800, 0.82, 7.47%) (002079.SZ), which has mass-produced MEMS inertial sensors and has MEMS packaging technology, and Huagong Technology (16.780, 0.04, 0.24%) (000988. SZ), the domestic scarce IDM semiconductor company Silan Micro (6.880, 0.13, 1.93%) (600460.SH), domestic gas sensor leader Hanwei Electronics (300007.SZ), domestic MEMS packaging and testing leader Huatian Technology (12.940) , 0.95, 7.92%) (002185.SZ), Changjiang Electronics Technology (19.350, 1.49, 8.34%) (600584.SH), Jingfang Technology (33.010, 0.77, 2.39%) (603005.SH), the world's leading MEMS microphone Goertek (29.120, 0.60, 2.10%) (002241.SZ), military MEMS leader AVIC (300114).
- Categories:Industry information
- Time of issue:2016-09-13 08:50
The China (Shanghai) International Sensor Technology and Application Exhibition, organized by the China Sensors and Internet of Things Industry Alliance, will open in Shanghai on the 12th. Advanced sensor companies from the United States, Germany, Russia, Israel and other countries will participate in this conference. Industry-related experience and technology.
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