The First Half Of The Year'S Performance Of Leading Enterprises In The Infrared Sensor Market Rose More Than Expected

During the epidemic period, infrared sensors were brilliant, which made the performance growth of many listed companies exceed expectations.

A few days ago, a number of listed companies with infrared sensors as the main business issued performance forecasts for the first half of the year, benefiting from the rapid increase in downstream demand during the epidemic period, the performance achieved a substantial growth.

Senba sensor disclosed its performance forecast on the evening of July 20, saying that the net profit in the first half of 2020 is expected to be 78055900 yuan to 8, 5.3169 million yuan, an increase of 115% to 135% over the same period of the previous year; on July 14, the revised half year performance forecast of Gaode infrared showed that the expected net profit was 478 million yuan - 538 million yuan, with a year-on-year increase of 220% - 260%; on the evening of June 15, Hanwei technology released the semi annual performance forecast, with the expected net profit of 113 million yuan to 130 million yuan, with a year-on-year increase of 30% - 50%.

At present, thermopile infrared sensors are widely used in public health, security monitoring, consumer electronics and other fields, and the market space is very broad. On this basis, a large number of new coronavirus outbreak.

"The demand is not short-lived and is expected to continue into 2021." Liu Yisi, an analyst at Dongxing securities, pointed out: "due to the large population and cities in China, the subsequent domestic demand for all kinds of thermometers, especially large-scale automatic equipment, will run through the whole year, even into next year. On the other hand, the superior performance of infrared products in China can not be ignored

According to the "Research Report on the market prospect and investment of China's infrared sensor industry" compiled by the China Business Industry Research Institute, the market demand of hand-held infrared thermometers is extraordinary, and the output is expected to reach 650000 units in 2020. At the same time, the total number of infrared thermometers will reach 60000 by 2020.

Booming civil market

With the rapid development of global sensor market, the market demand of thermopile infrared sensor is urgent.

From the demand side, with the continuous expansion of application scenarios and application scope, the consumption of infrared thermal imager in the civil market maintains a rapid growth rate. According to the data forecast of maxtech international and Beijing Ericsson Consulting Center, the global sensor market scale is expected to reach $258 billion in 2020, of which the civil infrared market is expected to reach $5.601 billion, with a year-on-year increase of 11.11%.

At the same time, affected by the epidemic situation, the demand for infrared sensor of thermopile in downstream application market is very urgent. It is predicted that the global civil infrared market will reach 7.465 billion US dollars by 2023.

From the supply side, although there are many manufacturers of civil infrared thermal imager, the market share is relatively concentrated. According to yole's statistics, in 2019, China will still be dominated by a few companies such as Senba sensor and Golder infrared, with the market share exceeding 70% of the total national consumption.

In the case of hand-held infrared equipment, the penetration rate is 30% and the penetration rate of hand-held infrared equipment is 30% and 60% respectively. Assuming that the price of thermopile sensor is 10 yuan per piece, the corresponding market space is 2.57 billion yuan, 4.28 billion yuan and 6.0 billion yuan respectively. The overall market space is large.

It is worth noting that, compared with the normal demand of the industry before the outbreak of the epidemic, the outbreak of the epidemic led to a sharp increase in the demand for orders of forehead temperature gun and ear thermometer clients, driving the supply of infrared temperature sensors tight.

At that time, in the middle and late February, it was difficult to get a gun for Ewen gun, and the price went from 100 yuan / piece to 500-600 yuan / piece. "The number of infrared sensors has never been expected to rise to a certain company in the 21st century," a reporter told Wuhan

Taking Hangzhou Jinghua Microelectronics Co., Ltd. as an example, the order volume of infrared temperature sensor increased more than ten times during the epidemic period. Dr. Luo weishao, general manager of Jinghua micro, said: "at present, there is a huge market demand for infrared temperature measurement chips. The number of orders received by Jinghua micro is increasing day by day. It started to deliver the products to customers at the beginning of the year. In less than two months, it has completed the sales task of the whole year of last year."

New product competition

With the rapid development of the downstream Internet of things industry, China's sensor technology has made great progress, and the gap with developed countries is narrowing.

According to the announcement of the company's wholly-owned subsidiary of Wuhan Microelectronics Co., Ltd. in the field of intelligent driving system, Suntech will invest in the core fields of intelligent driving system, such as Suntech To realize the industrial cluster of MEMS.

In this regard, Wang Peng, deputy general manager of Wuhan Gaode Zhigan Technology Co., Ltd., publicly said: "domestic demand has gradually turned to routine, which is not the kind of urgent demand. Therefore, we have transferred the conventional product line which has been put on for two months before into the formal development stage. At the same time, it has also accelerated the research of new products, mainly from the development of core underlying chips, as well as algorithms, image processing, reliability of electrical appliances, etc., which has been greatly improved

After the epidemic, Hanwei technology took the sensor as the core and formed the Internet of things solution of "sensor + monitoring terminal + data acquisition + spatial information technology + cloud application". The company also said that infrared thermopile sensor was actively developing the R & D layout of consumer electronic products.

Dongmi said that the sales volume of thermoelectric products in the current year is not certain, but the sales volume of thermoelectric products is still at a certain level. Other business sectors of the company, such as smart city, industrial security, intelligent environmental protection and other businesses, have been accelerating the implementation of projects and market expansion with the promotion of resumption of work and production in China. Now, the original business level has been restored, and the order situation has remained good. We are full of confidence in the operation of the second half of the year. "

But the sensor industry itself has high technical barriers, large investment, long cycle and complex industrial chain. In other words, the production of a sensor needs to be from R & D, design, manufacturing, packaging, testing, software, chip to the final system application. Each process highlights high technology and also means high difficulty.

In the next five years, with the rapid growth of infrared instrument market demand, it can be expected that infrared sensor suppliers including Senba sensor and Golder infrared will continue to increase production capacity. But generally speaking, due to the technical difficulties in the development and production of infrared instruments, and the long development cycle of new products, it is difficult for other industries to enter the industry. Therefore, the supply of infrared instrument market can not be rapidly expanded again in a short time. The market competition is more reflected in the competition of new product development among companies.