"2007年我们创业时，国内连代工MEMS晶圆的工厂都找不到。现在，我们每个月能够生产1亿颗传感 器，累计出货超过50亿颗，相当于每个中国人平均拥有3颗左右" 在敏芯股份位于苏州纳米城的无尘车 间里，一颗仅半个芝麻粒大小的MEMS声学传感器静静躺在载玻片上。正是这样一颗小小的器件，在敏 芯股份2024年营收中占据47.61%的份额，让敏芯股份在2020年成为中国MEMS芯片第一股。 "2007年我 们创业时，国内连代工MEMS晶圆的工厂都找不到。现在，我们每个月能够生产1亿颗传感器，累计出 货超过50亿颗，相当于每个中国人平均拥有3颗左右。"从技术背包客到MEMS传感器龙头企业，敏芯股 份董事长李刚道出了中国MEMS产业从无到有的发展历程。 做最牛的产品： 从"人有我廉"到"人有我 优" MEMS传感器，可以被称为智能产品的"五官"，在手机、汽车、机器人等终端中不可或缺。二十年 前，这项起源于国外的技术在楼氏电子、英飞凌等国际巨头的推动下迎来商业化，但国内的MEMS产业 彼时仍是一张白纸。 敏芯股份的突围，始于创始人李刚对MEMS传感器的学术志趣。微电子专业出身 的李刚在攻读研究生时确定，MEMS是可以花一辈 ...

如今，敏芯股份的产品矩阵已覆盖声学传感器、压力传感器、惯性传感器、姿态传感器等领域，广泛应 用于消费电子、智能汽车、工业控制、医疗等市场。其中，敏芯股份MEMS麦克风出货量全球排名第 四，MEMS声学传感器芯片出货量全球排名第三。 "2007年我们创业时，国内连代工MEMS晶圆的工厂都找不到。现在，我们每个月能够生产1亿颗传感 器，累计出货超过50亿颗，相当于每个中国人平均拥有3颗左右" 在敏芯股份位于苏州纳米城的无尘车间里，一颗仅半个芝麻粒大小的MEMS声学传感器静静躺在载玻片 上。正是这样一颗小小的器件，在敏芯股份2024年营收中占据47.61%的份额，让敏芯股份在2020年成 为中国MEMS芯片第一股。 "2007年我们创业时，国内连代工MEMS晶圆的工厂都找不到。现在，我们每个月能够生产1亿颗传感 器，累计出货超过50亿颗，相当于每个中国人平均拥有3颗左右。"从技术背包客到MEMS传感器龙头企 业，敏芯股份董事长李刚道出了中国MEMS产业从无到有的发展历程。 做最牛的产品： 从"人有我廉"到"人有我优" MEMS传感器，可以被称为智能产品的"五官"，在手机、汽车、机器人等终端中不可或缺。二十年前， 这 ...

Summary of Sensor Industry Conference Call Industry Overview - The sensor industry is experiencing rapid growth driven by the increasing demand for humanoid robots, with Tesla's humanoid robot having a sensor value of approximately 24,000 yuan per unit, where vision, six-dimensional force, and touch account for 30%, 25%, and 16% respectively [2][5][4] - The Chinese market is growing quickly and shows significant potential for expansion [2] Key Points and Arguments - **Sensor Functionality and Types**: Sensors convert external changes into electrical signals and can be categorized into various types such as force, vision, and touch, as well as by working principles like resistive and capacitive [2][6] - **Vision Sensors**: Contribute about 70% of the perception information in robots, with the mainstream configuration being three 3D cameras and one LiDAR. Leading companies in this field include Orbbec and Intel, with Orbbec showing rapid revenue growth and profitability [2][12][11] - **Touch Sensors**: Mimic human skin to detect pressure or vibration signals, with capacitive sensors favored for their sensitivity, while resistive sensors remain the mainstream for mass production [2][13][15] - **Six-Dimensional Force Sensors**: Used in robot joints for controlling six-dimensional forces, facing challenges in structural design and calibration precision [2][18] - **Market Growth Factors**: The industry is expected to grow due to the continuous iteration of large models, maturing supply chains, and increasing application scenarios requiring high-performance sensors [2][10] Important but Overlooked Content - **Market Size and Growth**: The global smart sensor market is valued at $52 billion with an annual growth rate of about 10%, while the Chinese market is growing even faster [3] - **Future Demand**: The humanoid robot market is projected to create an additional demand of 10%-20% for 3D vision sensors, with the market expected to reach 20 billion yuan by 2030 [11][12] - **Challenges in Vision-Touch Technology**: This technology aims to combine visual and tactile capabilities but faces challenges such as high data volume and energy consumption [2][16] - **Industry Risks**: The sensor industry is subject to high volatility, including intense market competition and potential supply chain risks, necessitating continuous monitoring of industry dynamics [2][25] Recommended Companies - **Vision Sector**: Orbbec is recommended due to its stable market position and rapid growth [2][24] - **Six-Dimensional Force Sector**: Companies like Koli Sensor and Lingyun Co. are highlighted for their cost reduction efforts and technological advancements [2][24] - **Touch Sector**: Hanwei Technology and Fule New Materials are noted for their strong performance in technology expansion and process understanding [2][24]

Core Insights - The global smart sensor market is approximately $52 billion, with an annual growth rate of around 10%. The rise of embodied intelligence, represented by humanoid robots, is expected to drive a surge in the sensor market [1][2]. Sensor Market Overview - Sensors are devices that convert external signals into electrical signals, and they are considered one of the three pillars of modern information technology alongside communication and computing [2]. - The sensor market in China is about 164 billion yuan, with an annual growth rate exceeding 15% [2]. Visual Sensors - Visual sensors are crucial for perceiving and understanding the surrounding world, contributing approximately 70% of sensory information. The market for 3D visual sensors in humanoid robots is projected to reach around 20 billion yuan by 2030 [3]. - Companies to watch include Orbbec, SUTENG, Lingyun Optics, and Opto [3]. Tactile Sensors - Tactile sensors, which simulate skin functions, are increasingly used in dexterous hands and are vital for humanoid robots to perceive their environment. The market for tactile sensors in humanoid robots is expected to reach 10.5 billion yuan by 2030 [4]. - Key players include Hanwei Technology [4]. Force/Torque Sensors - Force/torque sensors are essential for maintaining stable positions and high repeatability in industrial applications. The demand for force sensors in humanoid robots is anticipated to reach 58.5 billion yuan by 2030 [5]. - Companies to consider include Koli Sensor and Donghua Testing [5]. Attitude Sensors - Attitude sensors measure the direction or angular position of objects in three-dimensional space, with MEMS inertial sensors being the mainstream technology. The global MEMS inertial sensor market is expected to exceed 30 billion yuan by 2025 [6]. - Companies to focus on include Huayi Technology [6]. Position Sensors - Position sensors, specifically encoders, are used in robotic joints for motion control. The domestic encoder market is valued at 2-3 billion yuan, with significant potential for growth in the robotics sector [7]. - Notable companies include Inovance Technology, Aopu Optoelectronics, and Leadshine [7].