本报讯 （许雯斐 研轩） 近日，第一届南京智能传感会议在南京江北新区研创园举行。会上，江北新区 发布五年计划，全力推进智能传感器全产业链研产贯通。 根据计划，力争到2030年，江北新区将围绕芯片设计、研发中试、封装测试、成品智造和整机应用，形 成全产业链研产贯通能力，实现"研发即能中试、中试即能量产"的高效转化，并在光学、声学、生物传 感等细分赛道针对性突破，打造智能传感器研产贯通高地。 （来源：新华日报） 去年3月，国家智能传感器创新中心江苏基地在江北新区开工建设，从战略签约到开工仅用46天。目前 基地正加紧建设，传感器特色工艺中试平台计划2026年投入运行，必将为产业高质量发展注入强劲动 能。 更值得一提的是，江北新区拥有得天独厚的创新生态。这里坐拥南京大学、东南大学等多所知名高校， 研发人才密度位居全国前列。新区正全力推进扬子江产业科技创新试验区建设，将智能传感器作为集成 电路产业科创基地的核心方向，深化与高校院所的研产合作，推动一批优质项目落地，形成了"基础研 究—技术攻关—产业转化"的贯通链条。 而本次大会正是以"智感江北，创联未来"为主题，汇聚院士学者、行业专家、企业家共话发展新思路， 邀请科技企 ...

Core Viewpoint - The Central Economic Work Conference emphasizes the importance of innovation-driven development and the cultivation of new growth drivers for the economy in the coming year [1] Group 1: Innovation and Development - The conference calls for strengthening the role of enterprises as innovation subjects and implementing a new round of high-quality development actions for key industrial chains [1] - The company, 科安达, plans to deepen its focus on intelligent technology in rail transit, leveraging the advantages of the Guangdong-Hong Kong-Macao Greater Bay Area's international innovation center [1] Group 2: Collaboration and Ecosystem - 科安达 aims to establish a collaborative innovation system involving industry, academia, research, and application, enhancing cooperation with universities and research institutions to build an AI intelligent ecosystem for rail transit [1] - The company is committed to concentrating its core resources on "intelligent monitoring + smart operation and maintenance" to ensure efficient and safe rail transit operations [1] Group 3: Technological Advancements - In the context of green and low-carbon development becoming mainstream, 科安达 focuses on technological iteration and upgrades to strengthen the technical barriers for safe travel [1] - The company will enhance its core competitiveness in the field of intelligent monitoring for rail transit through the deep integration of technological innovation and industrial demand, particularly in artificial intelligence and smart sensing technologies [1]

上海高质量孵化器增至18家 新增6家涵盖合成生物、脑机智能、集成电路等领域 本报讯(记者俞陶然)记者昨天从市科委获悉，巢生上海创新孵化平台、司南脑机智能孵化器、上海埃米 三江新材料产业创新中心、"数通链谷"区块链应用创新孵化器、"大零号湾"科创策源孵化器、张江高科 895孵化器等6家孵化器纳入新一轮高质量孵化器名单。截至目前，上海一共启动建设了18家高质量孵化 器。 近日入选高质量孵化器的巢生上海创新孵化平台聚焦合成生物、细胞与基因治疗等领域，致力于寻找具 有颠覆性可能的生命科学底层技术，探索"概念验证+投孵联动"科技成果转化创新机制，为上海打造生 物医药产业新高地提供支撑。 司南脑机智能孵化器聚焦脑机接口、闭环神经调控、认知障碍干预、类脑计算、人机交互等领域，与复 旦大学神经调控与脑机接口研究中心、华山医院脑机接口临床转化中心和脑机接口概念验证平台紧密衔 接，建立产学研医联动、转化孵化贯通的加速培育模式。 上海埃米三江新材料产业创新中心聚焦新材料产业膜材料、碳基材料、特种合金等领域，通过建设膜材 料概念验证中心、新材料产业化工程应用测试平台、关键战略材料中试研发基地，已形成"应用研发— 概念验证—中试熟化— ...

Core Viewpoint - Audiwei has submitted a listing application to the Hong Kong Stock Exchange, with China Merchants Securities International as its sole sponsor, focusing on the development, manufacturing, and sales of sensors and actuators [1] Group 1: Company Overview - Audiwei specializes in smart sensors and precision micro-actuator solutions, targeting four core application scenarios: smart home, smart automotive, smart terminals, and smart manufacturing [1] - The company adopts an IDM (Integrated Device Manufacturer) model, integrating sensitive materials, transducer chips, algorithms, and precision manufacturing processes to provide customized, high-reliability solutions [1] Group 2: Market Position - According to Frost & Sullivan, Audiwei ranks second in China for sensor revenue from smart home products in 2024, third globally in automotive ultrasonic sensor and actuator shipments, fifth in global sensor shipments, and third in China's automotive sensor shipments [1] Group 3: Product Development - The company has independently developed the next-generation AKII vehicle-mounted ultrasonic sensor, effectively supporting ADAS/AVP, making it the first participant in China to achieve mass production of this type of sensor [1] Group 4: Production Facilities - As of June 30, 2025, Audiwei has three production bases in China located in Guangzhou, Zhaoqing, and Jingdezhen, and one overseas production base in Selangor, Malaysia [1]

Group 1 - The eighth China International Import Expo (CIIE) is set to open, featuring both established participants and new entrants, with a focus on high-end equipment and cutting-edge technology in the technology equipment exhibition area [1][5] - Global water treatment company Grundfos will launch a new generation controller named "Jieneng Control" at the expo, which utilizes smart algorithms for efficient pump distribution and is user-friendly [3] - The technology equipment exhibition area hosts the largest number of Fortune Global 500 and industry-leading companies, showcasing innovative solutions and products [5] Group 2 - The medical device and pharmaceutical health exhibition area features the world's top ten pharmaceutical giants, with numerous debut products ready for display [11] - Gilead Sciences introduced "Lenvatinib," a long-acting HIV treatment that requires administration only twice a year, which has been recognized as a significant scientific breakthrough [14] - An Italian pharmaceutical company presented nine innovative rare disease drugs, including a treatment for "hereditary epidermolysis bullosa," which is now available in Hainan [18] Group 3 - The agricultural and food products exhibition area showcases global culinary delights, with over 1,500 participating companies from more than a hundred countries and regions [33] - The largest single exhibition space in the agricultural and food products area, covering 3,100 square meters, aims to connect global food products directly to Chinese consumers [33]

Core Viewpoint - The company has updated its business scope in response to operational needs and the latest requirements from market supervision authorities, focusing on developing diverse intelligent automation equipment for industry clients [1] Group 1: Business Operations - The company utilizes technologies such as barcode recognition, intelligent sensing, AI, biometric recognition, and edge computing to create various intelligent automation equipment [1] - The product offerings include intelligent warehouse robots, intelligent sorting equipment, smart three-dimensional warehouses, integrated logistics machines, express delivery exit devices, and six-axis robotic labeling machines [1] Group 2: Application Areas - The applications of the company's products span across logistics and express delivery, e-commerce, retail, manufacturing, and warehousing and transportation [1]

Core Insights - Mouser Electronics will showcase at IOTE 2025 from August 27-29, highlighting the integration of AI and IoT technologies [1] - The event will feature collaborations with leading manufacturers such as Amphenol, Renesas, Silicon Labs, and Vicor, focusing on various innovative applications [1] - The exhibition aims to demonstrate the potential of AIoT in transforming industries and enhancing daily life through immersive technology experiences [1] Group 1 - Mouser Electronics will present the latest development boards and cutting-edge technology solutions at the exhibition [1] - The company will feature two unique projects developed by its engineers: a face detection tracking platform based on MCX N236 and a Raspberry Pi AI voice assistant [1] - The event will also showcase creative projects from the M-DESIGN design competition, including a human posture recognition system and a smart traffic light control experiment [1] Group 2 - On August 28, Mouser will collaborate with tech influencers for a live exhibition tour, allowing users to interact and witness exciting content [2] - The company aims to foster innovation by connecting manufacturers, developers, and creators through an open and collaborative platform [2]

Core Viewpoint - Samsung Electronics plans to mass-produce Apple's next-generation image sensors at its Austin, Texas wafer plant, marking a significant shift in the supply chain previously dominated by Sony [2][3]. Group 1: Samsung and Apple Collaboration - This collaboration signifies Samsung's first supply of image sensors to Apple, breaking Sony's long-standing dominance in the market [2]. - Apple is investing $100 billion in the U.S. and aims to optimize power consumption and performance for its products, including iPhones, through this new semiconductor technology [2]. - The image sensors in question are CMOS Image Sensors (CIS), which are critical components in smartphones [2]. Group 2: Market Dynamics and Competition - Samsung recently secured a $16.5 billion deal to supply AI semiconductors to Tesla, indicating its growing influence in the semiconductor market [3]. - Samsung's semiconductor business is expected to improve profitability next year through the production of image sensors for the next iPhone [3]. - The CIS market is projected to grow from $20.8 billion this year to $26.5 billion by 2029, driven by demand from various sectors including autonomous vehicles and robotics [5]. Group 3: Technological Advancements - Samsung has begun shipping its latest image sensor, Isocell JNP, to Xiaomi, which features innovative nanoprism technology aimed at challenging Sony's market position [4]. - The Isocell JNP sensor boasts a resolution of 50 million pixels and improved light sensitivity, enhancing performance in low-light conditions [4][5]. - The CIS market is expected to see a strong growth of 6.4% in 2024, with mobile, security, and automotive applications being the main growth drivers [6]. Group 4: Industry Trends - The CIS industry is evolving with innovations aimed at improving performance, integration, and sensing capabilities, including higher signal-to-noise ratios and better low-light sensitivity [11]. - The market is witnessing a shift towards compact designs and lower power consumption, with new optical technologies enabling advanced 3D and polarization sensing [11]. - By 2030, global CIS wafer capacity is expected to meet demand, with significant contributions from both established players like Sony and emerging companies in China [8].

Core Insights - The CMOS image sensor (CIS) market is expected to experience strong growth in 2024, driven by the rebound in smartphone demand and needs in security, defense, aerospace, and consumer electronics. Revenue is projected to grow by 6.4% in 2024, following a 2.3% increase in 2023, with a compound annual growth rate (CAGR) of 4.4% from 2024 to 2030 [1][4]. Market Trends - The market volume is anticipated to rise from 7 billion units to 9 billion units by 2030, with mobile, security, and automotive applications being the primary growth drivers [1]. - The average selling price (ASP) remains stable above $3, supported by high-end features in mobile and automotive sectors [1]. - Wafer production is expected to grow by 8.9% in 2024, with a steady increase projected until 2030 [1]. Competitive Landscape - Chinese company Smartsens leads the market with a significant year-on-year growth of 105.7%, expanding into mobile and automotive sectors. Sony's market share has also increased by nearly 50%, while SK Hynix has reduced its focus on CIS, concentrating on memory products [4]. - Companies like ON Semiconductor, Teledyne, and STMicroelectronics have seen revenue declines due to slowdowns in industrial and medical markets, as well as reduced design orders in consumer electronics [4]. - Despite trade tensions, the CIS sector remains resilient due to the adoption of mature nodes, with domestic demand and government support bolstering production in China [4]. Technological Innovations - The CIS industry is evolving through innovations that enhance performance, integration, and sensing capabilities, including higher signal-to-noise ratios, improved low-light sensitivity, compact designs, and lower power consumption [7]. - Sony's three-layer stacked sensors are being adopted in mainstream smartphones, marking a shift towards intelligent sensing rather than just resolution [7]. - Advances in 22nm logic stacking technology aim for ultra-low power consumption and expanded computational capabilities, with FDSOI technology expected to be utilized for neuromorphic sensing [7]. Future Projections - By 2030, global CIS wafer capacity is projected to meet demand with a capacity of 638k wpm and a utilization rate of 72% [4]. - The industry is witnessing a transition towards multi-stacking architectures, with BSI (Backside Illumination) technology leading the way [8].

Group 1 - As of May 2025, Shanghai has 12 high-quality incubators covering over 120,000 square meters, with more than 300 companies incubated, including 36 high-tech enterprises and 18 specialized and innovative small and medium-sized enterprises [1][3] - High-quality incubators focus on hard technology incubation, supporting the rapid transformation of disruptive technological achievements and accelerating the growth of hard tech companies [3][15] - The "Xinzhe Zhixing Port" incubator has successfully incubated companies that have gone public, including five on the Sci-Tech Innovation Board and two on the US stock market [3][4] Group 2 - Since the launch of high-quality incubator construction in November 2023, Shanghai has initiated 12 incubators focusing on emerging industries such as AI, quantum optics, and gene therapy [2][10] - The "Mosu Space" innovation ecosystem has attracted over 100 AI model companies, creating a significant cluster effect in the AI industry [5][8] - The Shanghai government aims to cultivate a batch of globally competitive local hard tech companies and establish 2-3 "innovation nuclear explosion points" with a scale of hundreds of billions by 2025 [15] Group 3 - The Pudong New Area has established a cluster of high-quality incubators, including the "Dart Innovation R&D Center" and "Xinzhe Zhixing Port," which collectively support over 30 quality innovation carriers in the biomedicine sector [4][10] - The human-robot incubator focuses on the entire industry chain and employs a selective approach to project incubation, ensuring that companies are specialized in specific fields [12][15] - Shanghai's high-quality incubators are supported by policies that provide tax reductions, talent points, and innovation vouchers, tailored to the unique characteristics of each incubator [15]