磁传感器迎「风口」，国内企业如何顺势起飞？

Core Viewpoint - The article discusses the emergence of a Chinese company, Ximi Technology, in the magnetic sensor market, highlighting its innovative IDM model and the potential for growth in the context of the fourth technological revolution and the increasing demand for sensors in various industries, particularly in electric vehicles and AI applications [2][6][10]. Industry Overview - The magnetic sensor market is poised for significant growth, with global sales expected to reach approximately 119.2 billion RMB in 2024 and around 293 billion RMB by 2029, reflecting a compound annual growth rate (CAGR) of 19.7% [4]. - The demand for magnetic sensors is driven by their critical role in various applications, including AI power supply, electric vehicles, and robotics, where they serve as essential components for measuring physical parameters [3][5]. Technological Development - Magnetic sensors have two main technological routes: Hall effect sensors and magnetoresistive sensors (xMR), with the latter further divided into AMR, GMR, and TMR technologies [3][4]. - TMR technology is expected to dominate due to its superior performance in high-power density applications, with projected sales of TMR sensors reaching approximately 33 billion RMB by 2029, growing at a CAGR of 26.5% [5]. Company Spotlight: Ximi Technology - Ximi Technology, founded in 2013, has established itself as a leader in the magnetic sensor industry by adopting an IDM model, which integrates chip design, wafer manufacturing, and packaging [7][8]. - The company has achieved significant milestones, including the acquisition of Sensitec, a German magnetic sensor manufacturer, which has enhanced its production capabilities and market presence [8][9]. - Ximi Technology's focus on customer collaboration and deep integration into client product development has positioned it favorably in the competitive landscape, with a projected ranking as the second-largest player in the global TMR magnetic sensor market by 2024 [9][10].