电子行业动态跟踪：人形机器人/智能可穿戴蓬勃发展，传感器为交互核心

Investment Rating - The industry rating is "Strongly Outperform the Market" [4] Core Insights - MEMS technology is central to human-machine interaction and drives growth in smart hardware, with global sales of MEMS expected to grow from 20.168 billion units in 2018 to 30.359 billion units in 2021, and projected to reach 48.708 billion units by 2027, representing a compound annual growth rate (CAGR) of 8.20% from 2021 to 2027 [2] - The demand for MEMS sensors is increasing due to performance upgrades in smart wearables, exemplified by the use of the MSPC600-ADS3 pressure sensor in the Xiaomi Watch S4 Sport, which features low power consumption and compact size, making it suitable for portable devices [2] - The humanoid robot market is expected to see significant growth, with a projected penetration rate of 3.5% in service robots by 2026, leading to a market size exceeding 2 billion USD, and anticipated to surpass 20 billion USD by 2030, indicating substantial market space and growth potential [2] Summary by Sections Industry Overview - The MEMS market is experiencing robust growth, driven by advancements in AI and smart hardware applications [2] - The report highlights the increasing integration of MEMS sensors in various devices, including TWS earbuds, smartwatches, and AR/VR technologies [2] Company Focus - Recommended companies to watch include Sensin and Naxin Microelectronics, which are actively involved in MEMS sensor development [3]