Chan Ye Xin Xi Wang·2025-07-26 02:18Core Insights - The gas-sensitive sensor industry is experiencing explosive growth in China, driven by government policies and increasing demand in various sectors, with market size expected to reach 17.5 billion yuan in 2024 and exceed 20 billion yuan in 2025, potentially reaching 40 billion yuan by 2030 [1][11][22] Industry Overview - Gas-sensitive sensors are devices that detect specific gas components and concentrations, converting chemical signals into measurable electrical signals, widely used in environmental monitoring, industrial safety, and smart homes [2][6] - The industry is categorized into various types based on working principles, including semiconductor, electrochemical, catalytic combustion, infrared optical, and solid electrolyte sensors [4][6] Development Background - The industry benefits from favorable policies, such as the national "Measurement Development Plan (2021-2035)", which designates sensors as a strategic foundational industry, promoting breakthroughs in high-precision gas detection technologies [6][8] Industry Chain - The gas-sensitive sensor industry in China has established a complete industrial chain, with upstream focusing on core raw materials and manufacturing equipment, while domestic companies are reducing reliance on imports through technological advancements [8][19] - Leading companies like Sifang Optoelectronics and Zengmin Technology are accelerating high-end breakthroughs in sensor design and manufacturing [8][19] Current Market Analysis - The market for gas-sensitive sensors in China is projected to grow significantly, with a year-on-year increase of 16.67% expected in 2024, driven by environmental policies, industrial automation, and consumer demand [11][19] - The industry is characterized by a competitive landscape where international giants dominate high-end markets, while domestic companies are rapidly gaining ground in environmental monitoring and smart home applications [17][19] Competitive Landscape - The market is divided into three main segments: international giants (e.g., Honeywell, Siemens) hold about 35% of the high-end market, domestic leaders (e.g., Sifang Optoelectronics, Hanwei Technology) account for approximately 30%, and small private enterprises focus on low-end standardized products [17][19] Future Trends - The gas-sensitive sensor industry is moving towards smart, miniaturized, integrated, and diversified development, with AI algorithms and MEMS technology driving innovation [21][22] - New application areas are emerging, such as carbon emission monitoring and hydrogen fuel cell vehicles, which are expected to significantly boost market demand [22][23] - The industry is undergoing a reconstruction of ecosystems, with domestic companies breaking international monopolies through technological advancements and collaborative standards [24]