自2018年中美贸易摩擦以来,美国加紧了对我国**技术出口的限制,不断扩大实体清单,影响了我国一些科技主导型企业的发展,这从侧面警示了我国在全球供应链中地位的脆弱性。
为此**总书记指出要优化和稳定产业链、供应链,要补齐短板,在关系国家安全的领域和节点构建自主可控、安全可靠的国内生产供应体系。
5G物联网时代是一个通过传感器把物理世界与数字世界联系起来,并将物理世界智能化、数字化的时代,因此传感器作为数据采集的源头,已经成为各种应用能力所需的数据来源所在。
虽然根据有关数据统计,我国目前已经有多达4万余家从事传感器的企业,但是国内的传感器、物联网公司却面临着一个严峻的现实,那就是中国90%以上的传感器芯片都是来自于国外。
国内众多的传感器厂家缺乏底层核心技术,所谓的国产传感器实际上内部使用的仍然是国外的传感器芯片,自己只能对传感器做简单的封装,企业自身并没有传感器制造能力,如安徽容知日新,就不具备传感器芯片研发生产能力,仅仅具备传感器封装能力;厦门乃尔公司,也不具备完备的传感器研发、制造和测试能力,这就导致我国的大部分传感器在测量精度、温度特性、稳定性、响应时间、可靠性等方面与国外都有较大差距。
同时还有不少物联网厂家,本身既无传感器芯片设计能力,也没有传感器封装设计能力,甚至缺乏对传感器本身的可靠性测试能力,仅仅只是做系统集成,仅仅靠关系打通客户,这种情况大多集中于央企,风电行业尤甚。
在强化国家战略科技力量,增强产业链供应链自主可控能力之际,我们要拨开迷雾、去伪存真,应该揭露那些借国家危难之际滥竽充数的伪国产化公司的面具,使他们寸步难行,而对于那些真正具备底层基础核心能力的科技公司则应该大力扶持使他们得到快速发展。
目前国内几个较为优秀的传感器公司如士兰微、敏芯微、西人马等,不但具备传感器的封装测试能力,而且具备相应的传感器芯片设计、制造能力,同时购置专业的检测设备打造质量测试平台为传感器芯片的可靠性提供保障,甚至西人马公司还具备材料研制、工艺建模等底层基础技术能力。只有依靠这样一批致力于保证我国的供应链安全的公司,才能实现传感器领域真正意义上的国产化替代。
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