In 2023, the emergence of intelligent innovation has contributed to many hot topics in the technology circle. From large-scale models to humanoid robots, AI waves are coming one after another, and the pace of capital has never stopped, arousing eager attention from all walks of life. The topics of concern are always new, but what remains unchanged is that in the AI era, the core of intelligence is still inseparable from “people”.
In the entire development process of technology from "suiting people" to "anthropomorphism" to "dehumanization", how to connect human needs with the value of things is an eternal theme in the development of science and technology in the intelligent era.When Big Model takes the lead in building a set of programming languages for human-computer communication, in order to truly achieve intelligence and allow "things" to think like and for people, more carriers are needed to support the responsibility of identifying information and communication needs. .And sensors, a huge industry that encompasses thousands of things, are the best choice.Based on sensors, command information can be visualized as machine language. Thousands of dimensional information makes everything perceptible, everything knowable, everything is eyes, ears, mouth, and nose. Intelligent hardware based on perceptual empowerment, after realizing information processing in multi-dimensional mechanical languages, can more easily accept programming languages empowered by large models and derive various intelligent forms, thus solving the problems of insufficient AI and insufficient scenarios.Therefore, the evolution of intelligence can no longer be limited to the inherent positioning of “things” and can gain more value empowerment in different scenarios. For example, smart cars have become popular recently. With the innovation of lidar and 4D millimeter wave radar, cars can hold the steering wheel instead of humans. Various sensors are built into smart home scenes, allowing home appliances to be controlled independently, becoming an invisible part of human life. housekeeper.It can be said that in the science and technology quadrant with "people" as the core, it is perception that forms the cornerstone of future scientific and technological innovation.The development of the sensor industry can be motivated by many factors, such as demand priority, policy layout, financial assistance, etc.On the demand side, various application scenarios of sensors will begin to bear fruit in 2023.The global sensor market continues to expand, especially with the rapid development of the Internet of Things, smart homes, industrial automation and other fields, the demand for sensors continues to grow. The global sensor market size will reach US$184.41 billion in 2022, and is expected to reach US$203.22 billion in 2023.In automotive applications, as the penetration rate of electric vehicles continues to increase and the perception revolution triggered by the competition for autonomous driving, the demand for body and environment sensing sensors will grow rapidly, and the number of sensors used in vehicles will reach hundreds. China's automotive sensor market size will be 30.38 billion yuan in 2022, and it is expected that China's automotive sensor market size will reach 49.65 billion yuan in 2026.In terms of industrial applications, IFR predicts that the number of industrial robots used in factories worldwide is expected to increase significantly by 2024, reaching approximately 518,000 units. The positive growth trajectory of the industrial robot market will strongly drive the demand for sensors. With the construction of smart factories under digital transformation, China's industrial sensor market size has also exceeded 50 billion yuan from 45.52 billion yuan in 2021.In consumer electronics applications, smart wearable devices such as smartphones, fitness trackers, smart watches, smart wristbands, VR headsets, sports watches, and activity trackers are closely related to advanced technologies such as artificial intelligence (AR) and the Internet of Things (IoT). Combined, using a large number of sensors.At the policy level, from top-level design targeting the construction of the smart sensor industry chain, to strengthening the construction of recommended characteristic industries in various provinces and cities.In March 2021, the "Fourteenth Five-Year Plan for National Economic and Social Development of the People's Republic of China and the Outline of Long-term Goals for 2035" proposed to create a complete industrial chain of smart sensors, including upstream key equipment and key materials, and encourage MEMS, etc. Miniaturization encourages the application of smart sensors in downstream industries, automobiles, consumer electronics, home and other fields.In January this year, the official website of the National Development and Reform Commission officially released the "Guidance Catalog for Industrial Structural Adjustment (2024)". The encouraged category for the sensor industry covers more than 20 sensor products in 10 industries, and about 10 sensor products have been listed as eliminated. kind.