Glossaries 2

Table of contents 3

Report objectives 4

Scope of the report 5

Report methodology 7

About the authors 9

Companies cited in this report 11

What we got right, what we got wrong 12

3 pages summary

Executive summary 17

• Reasons behind gas and particle sensing
• Market forecasts
• Market trends
• Ecosystem overview
• Technology trends

Context 49

• Historical perspective
• Impact of gases and particles on health and environment
• Why gas sensors are not only for health and safety

Market forecasts 73

• Gas sensors market and forecasts 2019-2026 (revenue, volume)
• Gas sensors revenue by technology 2019-2026 (revenues)
• Particle sensors market and forecasts 2019-2026 (revenue, volume)

Market trends 85

• Segmentation overview
• Segments description (market insights, technical requirements, players)
• Market trends for each segments
• Possible scenarios for the future
• Regulations

Digital olfactometry 142

Market shares and supply chain 152

• Supply chain overview
• Market shares
• Ecosystem dynamics (fundraisings, IPOs, M&As …)
• Worldwide players
• Quick focus on Asia players

Technology trends 173

• Technology overview
• Technology comparison
• New technologies/new products
• High-end particle sensors vs low-cost particle sensors

Roadmaps 214

Conclusions 229

Appendix 232

A $2.2B MARKET WITH MOMENTUM IN CONSUMER AND INDOOR AIR MONITORING MARKETS

The quality of the air we breathe remains a major global issue for the health and safety of people. The World Health Organization links 4.2 million deaths per year to pollution issues and exposure to toxic or dangerous gases. The cost of pollution is also a significant economic impact. The World Bank estimates it to be 4.8% of global GDP.

But outdoor pollution is not the only concern today. Growing interest in indoor air monitoring has been amplified by the COVID-19 pandemic. Studies have shown correlations between the presence of exhaled aerosols of micro-droplets and the possible transmission of the virus carried by its aerosols. This fosters the need to control enclosed spaces such as classrooms, offices and public places.

Environmental sensors, such as gas sensors and particle sensors, are more interesting in areas of indoor air management. In total, gas and particle sensors are expected to be worth $2.2B in 2026, up from $1.2B in 2020, with a compound annual growth rate of 10.9%.

The very established automotive powertrain, industrial and Heating, Ventilation and Air Conditioning markets still dominate, generating around 80% of gas and particle sensor sales. But consumer applications seem finally ready to take off, thanks to the development of smart home and wearables. Such products make it possible to monitor both indoor and outdoor air quality, enabling consumers to act according to information measured. This is the market where the biggest momentum is expected, with nearly 40% growth over the period 2020-2026. The development of automotive in-cabin solutions is also an expanding market, showing interest in terms of both comfort and safety.

It is the question of usage and use case that has held back the interest of gas and particle sensors in the consumer sector for a long time. The traditional applications of these sensors are mainly linked to regulations at international, national or local levels, as well as security rules in the industrial or defense field. But what are the possible uses for consumers? How can gas and particle sensors help consumers act on the information collected by the sensors? And where does the race towards electrification’s threat to demand in the automotive powertrain sector come in? All of these issues are addressed in the new Gas and Particle Sensors 2021 report.

1. SERVING GROWING MARKETS

2. Automotive players remain unequivocally the main suppliers of gas sensors with more than 55% market share. Bosch is still the leader with 22% of the global market share.The last two to three years have built the ecosystem around the players offering solid-state gas sensor solutions. This shows once again the interest of diversifying towards new markets whose need small, low power, battery-based applications. We find big names in the semiconductor and MEMS field strengthening their technological knowledge or their access to the market via acquisitions. Renesas bought IDT and Sensirion recently bought the gas analyzer company Qmicro. ams AG has also re-organized its gas sensor activity via a joint venture creating Sciosense. These companies are positioning themselves in these new volume markets of automotive in-cabin comfort, domestic ventilation or even home appliances and consumer devices. Infineon and TDK Invensense are also set to join the gas sensor market in the course of 2021 with the commercialization of their new solutions.In the particle sensor market, Plantower dominates by revenue earned, and is closely behind Sharp in terms of shipments. Sensirion is expected to be a strong player in coming years.
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5. APPLICATION-DRIVEN TECHNOLOGIES: MOS AND NDIR TAKE SIGNIFICANT SHARE

6. The trend for needs of Metal Oxide Semiconductor (MOS) and non-dispersive infrared (NDIR) technologies is confirmed in domestic applications such as air purifiers, air monitoring stations in smart homes or even in automotive cabins. Gases such as CO2, NOx or VOCs are the main targets for these technologies. The lack of selectivity of MOS technologies and the bulkiness of NDIR sensors has slowed down the adoption of MOS and NDIR based sensors for a long time..Together, both technologies represent about a quarter of the market share in 2020. We expect this to grow to 41% of global revenues in 2026, thanks to emerging applications and technological advances that are more selective and smaller. MOS and NDIR are expected to decrease the historical market share of electrochemical detectors.In the field of particle sensors, a transition has already started concerning optical detection through optical scattering. In particular this means the use of laser sources instead of LEDs, allowing better measurement of both higher concentration and smaller size particles.The 2021 release of the Gas and Particles Sensor report also describes development towards environmental combos (Bosch, TDK Invensense, …) and electronic noses (Aryballe, AlphaMOS, …) to measure not only gases but more complex odors. Artificial intelligence is embedded in certain new sensors. Here too, new applications could benefit from advances in digital olfactometry to the benefit of applications like food safety or early detection of diseases and even comfort in autonomous and shared transport.
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AerNos, Air Liquide,  AKM, AlphaMOS, AlphaSense, Amphenol, ams AG, APIX, aromabit, Aryballe, Bosch, Calyx, DD Scientific, Delphi , DENSO, Dynament, E+E, Edinburgh Sensors, eLichens, FaradaIC, Figaro, Foobot, GSS, Habitat Map, Hanwei, Honeywell, Infineon, IOS, I-Pex, IQAir, KWJ Engineering, Legrand, LG, Membrapor, Micro-Hybrid electronic GmbH, Mipex, MirSense, Mitsu, MSA, Murata, MyDx life, Nanoz, Nenvitech, Netatmo, NGK – NTK, Nissha FIS, NXP, Optosense, Paragon, Plantower, Plasmion, Piera Systems, PSS, Purple Air, Renesas, Roboscientific Samyoung, Schneider, Sciosense, Sensata, Sensigent, Sensirion, Sharp, Sorex Sensors, SPEC, Spectral engines, Stoneridge, TDK Invensense, TellSpec, Tera systems Vaisala, Vaporsense, Wise, Winsen, Xiaomi, and more.