Core Insights - The Chinese Inertial Measurement Unit (IMU) industry is experiencing rapid growth, with a market size projected to reach approximately 5.236 billion yuan in 2024, reflecting a year-on-year increase of 8.61% [1][6][10] - This growth is driven by strong demand from downstream applications such as aerospace, intelligent driving, and high-end industrial equipment, alongside continuous breakthroughs in core technologies by domestic companies [1][6][10] - The industry is transitioning from a "follower" to a "runner" position, with expectations for further advancements in precision, reliability, and system integration capabilities [1][6][10] Industry Overview - The IMU serves as the foundation of navigation systems, providing raw angular velocity and acceleration data, but cannot be used alone for navigation due to cumulative errors [2][3] - The IMU is often combined with other systems like GNSS to achieve stable and high-precision navigation [2][3] Market Size - The IMU industry in China is on a fast track, with a market size expected to reach about 5.236 billion yuan in 2024, marking an 8.61% increase from the previous year [1][6][10] - The growth is attributed to robust demand from various sectors and advancements in MEMS technology and high-precision optical fiber gyroscopes [1][6][10] Key Companies - Chipon Technology (芯动联科) leads the high-end market with its high-performance MEMS inertial sensors, achieving a zero bias stability of 0.001°/h [7][9] - Huayi Technology (华依科技) focuses on high-precision inertial products and has reported a revenue of 386 million yuan in the first three quarters of 2025, a 30.29% increase year-on-year [7][9] - Anhui Chipon Technology (安徽芯动联科) is the only domestic company to achieve mass production of navigation-grade MEMS inertial sensors, significantly impacting national defense and industrial sectors [9] Industry Development Trends 1. **Technological Iteration and Performance Breakthroughs**: The industry is undergoing a technological upgrade, with companies achieving navigation-grade products nearing international standards [10][11] 2. **Diversification of Application Scenarios**: The demand for IMUs is expanding in areas such as autonomous driving, humanoid robots, and low-altitude economy, with the number of IMUs per vehicle expected to increase [11][12] 3. **Optimization of the Supply Chain and Domestic Substitution**: Companies are focusing on chip design and production capabilities, enhancing self-sufficiency in critical components despite ongoing technology restrictions [12]