Core Viewpoint - The company has sufficient production capacity for flexible sensors to meet the demand for humanoid robots, with plans for future expansion based on market needs [1] Production Capacity - The company has an annual production capacity of over 10 million flexible sensors, supported by a clean printing line and assembly line [1] - A phase one expansion of the production line has been completed and is currently operational [1] Future Expansion Plans - Future expansion plans will be adjusted according to downstream demand [1] - Currently, the product supply is not limited by production capacity, indicating a strong ability to meet market needs [1]

2 0 2 5 S e n s o r T o p 5 0 榜 单 报 告 研 究 报 告 (亿欧智库 序言 在数字经济与智能技术蓬勃发展的浪潮下，智能传感器作为连接物理世界与数字世界的核心枢纽，正深 度融入千行百业，成为驱动各领域创新变革的关键力量。从具身智能的多模态传感融合，到低空经济的高精 度感知，从自动驾驶的爆发式需求，到工业互联网的智能化升级，从可穿戴设备的健康监测革命，到元宇宙 的沉浸式体验构建,再到智能家居与建筑的智慧化转型等,智能传感器在众多新兴应用场景中展现出强劲的 市场活力与广阔的发展前景。 正是在这样的产业背景与发展趋势下，我们聚焦智能传感器的新兴应用场景与市场机遇，为加快遴选、 培育一批研发能力强、发展潜力大的智能传感器企业，智能传感器50人论坛联合亿欧智库推出"2025 Sensor Top 50榜单"。此榜单不仅是对当前智能传感器行业的一次全面梳理和深入洞察，更是对行业内综 合实力强、创新能力领先、发展潜力大的企业的一次集中展示和认可。通过这一榜单的发布，我们旨在激发 市场活力，引导资本关注，促进技术交流与合作，为我国智能传感器产业的蓬勃发展注入新的强劲动力。 智能传感器发展定义与 ...

Group 1 - The sensor market is projected to reach $41.2 billion by 2032, growing from $23.7 billion in 2024, driven by rapid digitalization and widespread sensor applications across various industries [2] - Key sectors contributing to this growth include automotive electronics, industrial automation, and smart consumer devices, all of which rely on sensor innovation for performance, efficiency, and safety [2] - Europe is maintaining strong momentum in sensor research and application, particularly through Germany's Industry 4.0 initiative and the EU's stringent safety and sustainability regulations [2] Group 2 - Electronic sensors are essential for modern technology, converting light, pressure, temperature, and motion into data, thus driving demand in IoT systems, electric vehicles, and smart manufacturing solutions [4] - The report highlights a trend towards smart sensors with integrated edge computing, which can perform local data analysis to reduce latency and bandwidth needs in real-time systems like autonomous vehicles and industrial robots [6] - Innovations in flexible and biodegradable sensors are leveraging advancements in materials science, opening new applications in wearable medical devices and sustainable electronics [6] Group 3 - The ongoing development of Micro-Electro-Mechanical Systems (MEMS) is reshaping the sensor landscape, known for their low power consumption and scalability, providing advanced sensing capabilities for compact platforms like smartphones and drones [8] - The piezoelectric MEMS market is rapidly growing at a compound annual growth rate (CAGR) of 6%, expected to reach nearly $5.7 billion by 2030, outpacing the overall MEMS industry growth rate of 3.7% [9] - Key materials for sensor thin-film deposition include Aluminum Nitride (AlN) and Lead Zirconate Titanate (PZT), each with unique sensing and driving characteristics, influencing their application performance [10] Group 4 - The integration of piezoelectric MEMS technology is becoming one of the most dynamic segments in the MEMS industry, significantly impacting consumer electronics by powering micro speakers, microphones, and various new sensors and actuators [9][10] - Manufacturers are leveraging partnerships and innovative business models to shorten development cycles and accelerate market entry for piezoelectric MEMS solutions [10] - The analysis of piezoelectric MEMS devices using advanced techniques like scanning electron microscopy (SEM) provides insights into innovation and value creation within the supply chain [11]

Core Insights - The sensor industry is crucial for bridging the physical and digital worlds, with significant advancements in technology and market growth in China [1][2] - Keli Sensor has established a strong market position in weighing sensors and is actively expanding into non-mechanical sensor fields through strategic investments [2][3] - The rise of humanoid robots emphasizes the importance of sensors, which are essential for perception and decision-making in robotics [4][5] Industry Overview - The Chinese sensor market is projected to grow from 364.47 billion yuan in 2023 to 554.72 billion yuan by 2026, with a compound annual growth rate (CAGR) exceeding 15% [2] - Keli Sensor has maintained a market share leadership for 14 years, achieving over 40% gross margin by focusing on high-end applications in metallurgy, chemicals, and logistics [2] Company Strategy - Keli Sensor's competitive advantages include technological innovation, market-driven principles, and ecosystem collaboration [2] - The company has diversified its product offerings by developing new mechanical sensors and investing in non-mechanical sensor companies, establishing a comprehensive sensor "industry forest" [3][5] - Keli Sensor's investments in seven companies and stakes in two others have laid a solid foundation for expanding into non-mechanical sensor markets [3] Humanoid Robot Market - The humanoid robot sector is rapidly evolving, with significant potential for disruptive innovation, driven by advancements in AI, high-end manufacturing, and new materials [4] - Sensors account for approximately 30% of the cost of humanoid robots, indicating a growing demand for intelligent sensors as the market expands [5] - Keli Sensor is focusing on developing sensors specifically for humanoid robots, including six-dimensional force sensors and torque sensors for joints [5][6] Technological Requirements - The main types of sensors needed for humanoid robots include vision, touch, force/torque, posture (IMU), and position (encoder) sensors [6] - Humanoid robots require sensors that can operate in unstructured environments, necessitating high precision, durability, and cost-effectiveness [6] - The integration of multiple sensor technologies is essential for enhancing the intelligence and operational capabilities of humanoid robots [6]

【环球网科技报道 记者 心月】第八届中国国际进口博览会于11月10日闭幕。连续第四次参展的旭化成株式会 社以"赋能多元材料，共创新质生产力"为主题亮相本届进博会。展会期间，围绕公司核心技术毫米波雷达的适 老化应用、本土场景适配、行业生态共建等话题，旭化成电子科技市场开拓部总监杨瑞朝接受了环球网记者的 采访，详解旭化成如何以技术创新回应中国"银发经济"需求，助力健康养老产业升级。 锚定银发经济：毫米波雷达开辟适老化新路径 随着中国人口老龄化进程加速，智慧康养、智能家居市场迎来快速增长，旭化成精准捕捉这一社会课题与市场 机遇，将毫米波雷达技术作为切入适老化赛道的核心支点。本届进博会上，旭化成重点展示的天线一体型毫米 波雷达模组"AiM"，无需摄像头即可非接触监测多人位置、动作及呼吸心率，为家庭健康守护与隐私安全提供 了全新解决方案。 生命体征监测精度是适老化产品的核心竞争力。杨瑞朝透露，旭化成正与合作伙伴从多维度探索优化路 径："我们不断探索新算法，完善状态逻辑判断，优化安装使用场景，同时结合算力发展、算法升级和成本降 低的趋势，力求在细分领域实现突破，让产品获得用户广泛接受。"这种"技术+场景"的双重优化，让毫 ...

Summary of Conference Call on KAIT Co., Ltd. and the Human-Robot Sensor Industry Industry Overview - The human-robot sensor market is currently dominated by foreign manufacturers, with approximately 90% of the MEMS technology market share held by them. However, domestic companies like KAIT are actively pursuing domestic substitution, benefiting from cost advantages and technological advancements [2][9]. - The global sensor market is expected to grow at an annual rate of about 10% over the next decade, while the domestic market may see a growth rate of around 15% due to the push for domestic substitution [2][6]. Key Points on KAIT Co., Ltd. - KAIT's core business has shown significant growth, with a net profit increase of 40% year-on-year in Q3 2025. The company anticipates a doubling of its business in the next two to three years, with an annual growth rate exceeding 30% [4]. - The company is collaborating with North American clients to develop temperature sensors and various force sensors, which positions KAIT favorably in the domestic substitution process for human-robot applications [5]. - The BOM cost of sensors in human robots is estimated to be around 20%, while actuators account for about 30%. Despite the lower value compared to actuators, the sensor sector has higher profitability, making it a key area of focus [3][8]. Market Dynamics and Profitability - The sensor industry generally has a gross margin of 30% to 50%, compared to 20% to 30% for ordinary hardware components. This indicates that sensor companies can achieve a net profit margin of around 20%, significantly higher than the 10% typical for other component manufacturers [8]. - The demand for various types of sensors, including visual and force sensors, is expected to rise, particularly in the automotive and industrial sectors. The global sensor market is projected to reach approximately $550 billion in ten years, with the domestic market expected to grow to 550 billion RMB by 2026 [11]. Competitive Landscape - Major competitors in the robot sensor market include Amphenol, Donghua, Keli, Huapei, and KAIT. The competition is relatively concentrated, with a unique environment due to the need for close integration with host manufacturers' software algorithms [14]. - Domestic manufacturers are beginning to make strides in the automotive sector, with companies like Anpeilong achieving breakthroughs in automotive-grade pressure sensors, indicating a gradual advancement in domestic substitution [15][16]. Future Prospects - The development of six-dimensional force sensors is promising, with MEMS technology potentially reducing costs and improving efficiency. KAIT is collaborating with Xi'an Xutong to develop these sensors, indicating a positive outlook for this segment [18]. - The encoder market is also expanding, with KAIT and Xi'an Xutong making significant contributions. Encoders are essential for robots, with each unit requiring around 40 encoders, and the demand is expected to increase for more complex robotic systems [19]. Conclusion - The human-robot sensor market presents significant growth opportunities, particularly for domestic manufacturers like KAIT. The combination of technological advancements, strategic partnerships, and a focus on domestic substitution positions these companies well for future success in a rapidly evolving industry [2][9][20].

Core Insights - The company reported a revenue of 1.082 billion yuan for the first three quarters of the year, representing a year-on-year growth of 17.72%, and a net profit of 254 million yuan, up 33.29% year-on-year [2] Business Development - The company has focused on the "sensor forest" strategy and the core direction of robot sensors, consolidating its advantages in the high-end sensor field and industrial synergy [2] - The humanoid robot sector has become a focal point for investors, with the company making significant progress in sensor systems for humanoid robots since 2025 [2][3] Strategic Investments - The company has completed several strategic investments in various enterprises, including Shanghai Kepler Robot Co., Beijing Tashan Technology Co., and Wuxi Beimi Sensor Technology Co. [2] Technological Advancements - The company has developed a comprehensive robot sensing solution system centered around six-dimensional force sensors, integrating tactile and IMU capabilities [3] - Key technologies mastered include structural decoupling, algorithm decoupling, and high-speed sampling and communication, with the six-dimensional force sensor achieving linear accuracy better than 0.3% FS and crosstalk accuracy better than 2% FS [3] Customer Engagement - The company has sent samples to over 50 domestic humanoid, collaborative, and industrial robot companies, with nearly 1,000 units of six-dimensional force sensors shipped and some clients moving from sample verification to small batch orders [4] - The company aims to leverage its experience in strain gauge sensors to meet the market demand driven by the rapid development of the robotics industry [3][4] Market Strategy - The company plans to deepen its "market-oriented" strategy, establishing partnerships with leading robot companies to transition from sample validation to large-scale procurement, thereby driving future growth [5]

这段时间，苏州英瑞传感技术有限公司的生产研发车间分外忙碌，各种仪器设备紧张运转，工作人员有条不紊地忙碌着。"我们目前手上的订单已经排满 了，每天都在满负荷运转。"苏州英瑞传感技术有限公司总经理孙伟说。 作为抱团发展集体经济的典型案例，新丰社区与南郊社区共同成立太仓新南智能装备有限公司后，整合各自的闲置或低效利用的土地、资金等资源，形成 集聚效应，于2023年开发建设新南智能装备产业园，去年8月中旬正式竣工。 产业园总投资约1.2亿元，总用地面积27276.2平方米，总建筑面积36779.94平方米，共有7栋厂房以及1栋办公楼。 "我们在招引项目之初，主要是面向那些初创型、科技型的企业，择优入驻。"新南公司董事长叶斌介绍，目前已有15家企业入驻园区，出租率达87%，总 年收益约为580万元。 除了新南产业园之外，新南公司还投资建设了天镜湖公园配套设施及景观提升项目"沐风"和"观澜"、文化商旅项目汽车公园、民生服务项目"城南就是"老 街改造等，着力打造多元化发展格局。"我们希望通过多样化的发展路径，不仅能促进社区集体经济的发展，还能更好地服务城市建设发展，更好地服务 广大群众。"叶斌说。 英瑞传感是中国科学院上海 ...

Core Viewpoint - Teradar is developing a solid-state sensor utilizing the terahertz waveband for high-resolution sensing, aiming to revolutionize automotive safety and automation by providing a cost-effective alternative to existing radar and lidar technologies [2][8]. Group 1: Technology and Innovation - Teradar's sensor combines the best features of radar and lidar, offering high resolution without moving parts and the ability to penetrate adverse weather conditions [2][5]. - The sensor, named "Modular Terahertz Engine," is designed to be customizable for various advanced driver-assistance systems (ADAS) and autonomous driving applications, with a projected cost in the hundreds of dollars range [5][9]. - The technology boasts a 20-fold improvement in resolution compared to traditional automotive radar and maintains performance in challenging weather conditions [8][9]. Group 2: Market Position and Collaborations - Teradar has secured $150 million in Series B funding from notable investors, including Capricorn Investment Group and Lockheed Martin's venture arm, and has established partnerships with five major automotive manufacturers for technology validation [2][3][8]. - The company is working with three tier-one suppliers for production, indicating a strong supply chain strategy to support its market entry [3][8]. Group 3: Future Prospects - Teradar aims to have its sensor ready for integration into 2028 vehicle models, with expectations of preventing over 150,000 fatal accidents annually through enhanced perception capabilities [9][10]. - The company is focused primarily on the automotive sector but acknowledges potential applications in defense and industrial fields, showcasing versatility in its technology [6][10].

Core Insights - The company is a leader in the field of mechanical sensors in China, having built a vibrant "sensor industry forest" through continuous technological expansion and industrial integration [1] Company Overview - The company has transitioned from being a professional leader to an ecosystem builder in the sensor industry [1] - The interview features Ye Fangzhi, the Deputy General Manager and Secretary of the Board, discussing the company's growth journey [1]