Yesterday (May 23), the Internet Information Office of the People's Republic of China released the "Digital China Development Report (2022)", which is a major annual national-level report on the construction of the digital economy released by our country.
The report pointed out that in 2022, the scale of China's digital economy will reach 50.2 trillion yuan, ranking second in the world in terms of total volume, with a nominal increase of 10.3% year-on-year, and its proportion in GDP will increase to 41.5%. Several digital economy core businesses, such as electronic information manufacturing, software business, industrial Internet, and agricultural digitalization, grew rapidly year-on-year.
The digital economy occupies an increasingly important share in China's economy. In February this year, the State Council issued the " Overall Layout Plan for the Construction of Digital China ". Economic and digital society planning and construction , and a series of reforms and plans show that China attaches great importance to the construction and development of digital economy.
The core of the digital economy is data. Whether it is AI artificial intelligence, industrial Internet, agricultural digitalization, smart cities and other digital China constructions, the first step is to obtain data , such as industrial production lines, crop production and planting, urban traffic corridors, etc. All kinds of data can be further coordinated and optimized based on these data. So where does this data come from? The answer is all kinds of sensors!
As a basic device supporting the digital economy, sensors are key devices in the fields of industrial Internet, agricultural digitalization, and smart cities. There is no mention of sensors in the digital economy development report, but sensors are indispensable everywhere! The construction of digital China will drive the development of domestic sensors and leverage the 50 trillion digital economy!
50.2 trillion! An increase of 10.3%! How has my country's digital economy been in the past year? Several achievements are closely related to the widespread deployment of sensors!
Yesterday (May 23), the State Internet Information Office released the "Digital China Development Report (2022)". The report states:
In 2022, the scale of my country's digital economy will reach 50.2 trillion yuan, ranking second in the world in terms of total volume, with a nominal increase of 10.3% year-on-year, and its proportion in GDP will increase to 41.5%.
The scale of the digital industry has grown steadily. The electronic information manufacturing industry achieved operating income of 15.4 trillion yuan, a year-on-year increase of 5.5%; software business revenue reached 10.81 trillion yuan, a year-on-year increase of 11.2%; the scale of the industrial Internet core industry exceeded 1.2 trillion yuan, a year-on-year increase 15.5% . The integration of digital technology and the real economy has been further advanced. The digitalization of agriculture has accelerated to extend to the entire industrial chain, and the informatization rate of agricultural production has exceeded 25%.
The core of "digital" in the digital economy is all kinds of data. Data has become the basic resource, important productivity and key production factor in the era of digital economy . So, where do these various data come from?
In the digital economy, there are two main sources of data. One is “human data”—digital information produced by humans, such as text, video, programs, and so on. The other is "object data" - for example, in the industrial Internet, information such as current, liquid level, and pressure in the production line affect the normal flow of the production line; in agricultural digitalization, information such as temperature and humidity affect the normal growth of crops, Therefore, it is necessary to obtain these data, so how to obtain these data? Can objects automatically send data to the Internet?
The answer is sensors! Sensors are like our human "five senses" and "skin". Eyes are image sensors, noses are gas sensors, ears are acoustic sensors, tongues are taste sensors, and skin is flexible sensors (including temperature, pressure, etc.).
The collection of these "object data" is all indispensable to the key device of sensors. Without reliable, stable and accurate sensors, the construction of digital economy such as industrial Internet, agricultural digitalization, smart city and so on is out of the question!
Relying on the widespread deployment of sensors, many noteworthy progress will be made in 2022 in the fields of industrial Internet, agricultural digitalization, smart cities, and green and low carbon:
In 2022, the scale of the core industry of the industrial Internet will exceed 1.2 trillion yuan, a year-on-year increase of 15.5%. The industrial Internet has covered more than 85% of the major industries, the identification analysis system has been fully established, and more than 80 million units (sets) of equipment have been connected to key platforms .
The digitalization of agriculture has accelerated to extend to the entire industrial chain, and the informatization rate of agricultural production has exceeded 25% . New models such as smart irrigation, precision fertilization, smart greenhouses, and product traceability have been widely promoted. There are more than 100,000 automatic driving systems for agricultural machinery based on the Beidou system, covering all aspects of deep plowing, transplanting, sowing, harvesting, and straw processing.
In terms of smart cities, promote the pilot construction of comprehensive monitoring and early warning systems for safety risks in 18 cities including Shenzhen, Nanjing, Xi'an, and Qingdao, build a safety monitoring and perception network in areas such as urban lifelines, public safety, production safety, and natural disasters , and build a comprehensive monitoring and early warning platform. Improve the intelligent level of urban security risk prevention, resolution, management and control.
In terms of low-carbon and green development, the eco-environmental data resource system continued to improve, adding or supplementing 33 types of data such as air quality monitoring, sewage outlets, and hazardous waste disposal, with a total of 16.9 billion pieces of data. 26 high-precision and 90 medium-precision atmospheric greenhouse gas monitoring stations have been built across the country. The digital twin water conservancy framework system has been basically formed, and the implementation of 94 digital twin river basin pilot tasks has been launched.
▲Source: "Digital China Development Report (2022)"
100 billion? trillion? For the first time, there are more "things" than people! The infrastructure of Digital China is far from perfect, and the demand for various sensors is huge!
In addition, it is worth mentioning that the report pointed out that the number of mobile Internet of Things terminals in China will exceed the number of mobile phone users for the first time in 2022, reaching 1.845 billion, an increase of 447 million or 32% over the number of mobile Internet of Things terminals in 2021!
According to the "2022-2027 Internet of Things Sensor Market Report" released by the previous research organization IoT Analytics (for the report, please refer to "IoT Sensors Account for One-Third! "), on average, each newly launched IoT device is equipped with about 4 new sensors, a rough estimate, only the mobile Internet of Things terminal part of China's digital economy, has added nearly 1.8 billion sensors in 2022!
▲Source: "Digital China Development Report (2022)"
According to the data of Toubao Research Institute, the scale of China's sensor market has increased from 169.1 billion yuan in 2017 to 285.1 billion yuan in 2021, and is expected to grow to 329.7 billion yuan in 2022. With the advent of the intelligent and digital era, China's sensor market will The market size will grow steadily.
▲Source: Popular Science China, Toubao Research Institute
China's digital economy infrastructure construction is far from perfect. According to the report "Digital China Development Situation and Prospects in 2023", the first priority is "the first is to lay a solid foundation for the construction of digital China. Open up the main arteries of digital infrastructure."
In accordance with the principle of moderate advancement, we will further promote the large-scale deployment and application of 5G networks and gigabit optical networks, focus on improving IPv6 performance and service capabilities, promote the overall development of the mobile Internet of Things , and vigorously promote the large-scale application of Beidou. Coordinate the layout of green and intelligent computing power infrastructure, and promote the efficient complementarity and synergistic linkage of computing power between the east and the west. Deepen the digital transformation of infrastructure in key areas , and deeply open up the information "artery" of economic and social development.
Fully empower economic and social development. Make the digital economy stronger and better. Cultivate and expand digital industries such as the industrial Internet, blockchain, and artificial intelligence, and create an internationally competitive digital industry cluster.
China's digital economy hardware infrastructure has a lot of room for improvement. The report mainly mentions the construction of connection networks in the digital economy such as 5G networks, gigabit optical networks, and IPv6 . Digital Transformation of Field Infrastructure".
As mentioned above, a mobile Internet of Things device is equipped with 4 sensors on average, and the digitization of infrastructure is obviously inseparable from sensors. Only with built-in sensors and perception functions can the infrastructure be able to acquire and transmit data. It's digital.
In addition, the Industrial Internet will also be one of the key points of my country's digital economy construction in 2023. The concept of the Industrial Internet was first proposed by Ismail, Chairman of GE. It is a high degree of integration of global industrial systems and advanced computing, analysis, sensor technology and the Internet. and big data analysis to restructure global industries and stimulate productivity.
▲Industrial Internet industry chain
It can be seen that with the construction and development of digital China, China has a huge demand for various sensors.
The domestic sensor industry is not optimistic! 80% of China's mid-to-high-end sensors are imported! Domestic sensors can't move the 50 trillion digital economy!
China's sensor industry is facing the embarrassing situation that the demand for domestic sensors is increasing, but the supply of domestic sensors cannot be met. A data recognized by people in the sensor industry is that more than 80% of China's mid-to-high-end sensors are imported, and the proportion of China's sensor chip imports is as high as more than 90%.
The digital economy has put forward intelligent requirements for sensors. Compared with traditional sensors, the biggest feature of smart sensors is that an MCU chip is added inside the sensor, and many software algorithms are embedded at the same time. The output of smart sensors is no longer a simple sensing signal, but a direct result obtained through many scientific algorithms in order to complete certain definite functions.
For example, ordinary sound sensors (microphones) only output continuous waveform signals, but with the blessing of algorithms, smart microphones can become intelligent diagnostic systems for judging whether a machine has abnormal noise in the industrial field, and can become speech recognition for distinguishing sounds in the field of people's livelihood. system.
Therefore, smart sensors have played an increasingly important role in replacing traditional sensors in digital economies such as the Industrial Internet, the Internet of Things, and agricultural digitalization. According to statistics from CCID Consulting in June 2021, the proportion of China's smart sensor output value is extremely low, and it is only included in the Asia-Pacific (excluding Japan) in the global smart sensor industry structure map, accounting for 6.2% (including China, India, etc. Asia-Pacific countries).
▲Source: CCID Consulting
Specifically, taking the Industrial Internet as an example, although China is a global industrial power, almost all of the high-precision pressure sensors, accelerometers, and other sensors that are needed in the industry must be imported. According to the "Blue Book on China's Sensor Development According to the data disclosure, only 8% of the high-end sensors in China's process industry are domestically produced, and the remaining 92% are completely imported.
In China's automotive sensor market , the main sensor products include pressure, temperature, torque, gas, liquid level, current, illuminance, ultrasonic radar, millimeter wave radar, laser radar... But domestic manufacturers account for only 2%, and the remaining 98% are controlled by Bosch , Renesas and other large foreign manufacturers.
Ocean sensors - used to obtain various key data such as ocean temperature and humidity. 100% of the sensors in this field are imported from abroad . Recently, some enterprises in Qingdao, China have made breakthroughs, but large-scale application verification is still awaited. At present, all the temperature and pressure sensors used in surface buoys, submersible buoys, and seabed foundations developed by our country are imported from abroad.
In addition, high-end smart gas sensors account for 1% domestically produced and 99% imported; optical fiber sensors accounted for 5% domestically produced and 95% imported; environmental detection sensors accounted for 5% domestically produced and 95% imported... In the Chinese sensor market, almost all Chinese In the subdivision of high-end sensors, the proportion of domestic production does not exceed 10%.
In a small number of areas in the sensor market that have certain advantages in shipments, such as MEMS acoustic sensors widely used in the Internet of Things, the shipments of MEMS acoustic sensors of Chinese manufacturers Goertek and AAC Technologies rank first and second in the global market. The position of three, but most of the MEMS acoustic sensor chips used in it are imported from the foreign sensor giant Infineon, which is another dilemma of China's sensor industry - more than 90% of the mid-to-high-end sensor chips are imported.
▲Source: Goertek Prospectus
In the digital economy, sensors are ubiquitous. An urban electronic fence in a smart city uses an average of 27,000 sensors on a road, a high-speed rail train has an average of 2,480 sensors, and a smart home uses an average of 1,000 sensors. Ordinary cars have an average of 100 sensors, and the number of sensors in smart cars that are becoming more and more popular now is more than 200, and more and more.
▲Source: Nanshan Lin Xueping
Sensors are everywhere. Without sensors, these devices will lose intelligence and cannot obtain external data. Digitalization and intelligence are, to some extent, endowed by sensors.
According to data from the Toubao Research Institute, it is estimated that the Chinese sensor market will grow to 329.7 billion yuan in 2022. In the same year, the scale of my country's digital economy will reach 50.2 trillion in 2022, accounting for 41.5% of the GDP. More than 300 billion sensors leveraged a huge market of 50 trillion!
epilogue
In the digital economy era, data is an important asset. In addition to data generated by human input, almost all data generated by objects needs to be obtained by sensors. Whoever has more sensors can master more data.
At present, some domestic head sensor manufacturers have established sensor data platforms with sensors as the core, and through operations such as data cleaning and sorting, they can mine the economic value behind the data.
The digital economy puts forward intelligent requirements for sensors. Smart sensors have certain information storage and processing capabilities . At the same time, this also increases the risk of information leakage. Sensor data is the most primitive and most valuable data. In the future, sensors Information security will become one of the key issues, and localization of sensors has become a necessary requirement.
In general, digital China, a 50 trillion market, domestic sensors will usher in new development opportunities!