MEMS sensor industry chain panoramic comb: MEMS sensor applications
From the industry chain link, the upstream industry chain of the MEMS sensor industry, including raw materials, chip design, etc. MEMS sensor materials are divided into semiconductor materials, ceramic materials, metal materials, and organic materials of four categories. The downstream applications are associated with industry, automotive electronics, communication electronics, consumer electronics, and specialized equipment. Overall, the MEMS sensor industry upstream and downstream involved in a wide range of fields.
At present, China's MEMS sensor upstream raw materials companies include: Leon Micro (605358), Shanghai Silicon Industry (688126), on the machine numerical control (603185), Baosteel (600019), etc., and foreign companies including Brazil's Vale, Australia's BHP Billiton, etc..
Midstream enterprises include: Silan Micro (600460), Sai Microelectronics (300456), China Resources Micro (688396), Suzhou solid Technetium (002079), Weir shares (603501), Gore shares (002241) and *** up to the electro-acoustic (002655) and other enterprises.
Downstream applications include BYD (002594), Lexin Medical (300562) and Xiaomi Group (01810.HK).
MEMS sensor industry industry chain regional heat map: Guangdong production enterprise distribution is the most concentrated, the Yangtze River Delta leading agglomeration
From the point of view of the regional distribution of China's MEMS sensor industry chain enterprises, MEMS sensor industry industry industry chain enterprises are mainly distributed in the Guangdong region, followed by Jiangsu, Shanghai, Zhejiang and other regions The rest of the places, such as Anhui, Shandong and other provinces have enterprises distribution, but the number is very small.
From the distribution of representative enterprises, Jiangsu, Shandong, Beijing and other places more representative enterprises, MEMS sensor leading enterprises Geer shares (002241) is located in Shandong. At the same time, Hubei, Guangdong and other places also have more representative enterprises, such as high infrared (002414), Wanxun automatic control (300112) and so on.
MEMS sensor industry representative enterprise production and sales
Currently, the layout of the MEMS sensor business listed companies, Geer shares (002241) in the MEMS sensor production and sales scale is in a dominant position (although the disclosure of the caliber of electronic components, but given the company's main MEMS sensor), the data has a certain reference. MEMS sensor industry chain of other representative enterprises in the production and sales situation is as follows:
Note: 1) the statistics of enterprises for the announcement of the relevant production and sales data of listed enterprises, did not announce the specific production and sales data of the listed enterprises are not included in the statistics;
2) Geer shares, Silan Micro's caliber of disclosure of the production and sales data for electronic components and integrated circuit products, respectively. and integrated circuit products.
Latest Investment Trends of Representative Enterprises in the MEMS Sensor Industry
Since 2021, the investment trends of representative enterprises in the MEMS sensor industry have mainly included the acquisition of companies to expand their business, and investing in the MEMS sensor production base project by way of capital increase in subsidiaries. The latest investment trends of enterprises are as follows:
-- The above data refer to China MEMS Sensor Industry Market Demand and Investment Strategic Planning Analysis Report