The Forehead Temperature Gun On The Draught: A "Gun" In The Market Is Hard To Find, And The Manufacturer'S Order Is Full.

The new crown pneumonia epidemic test, reflecting the status of rivers and lakes, after the mask, disinfectant, the forehead gun has become a "scarce goods", the original less than two hundred yuan can buy the forehead gun in the electronic business platform to take three hundred "take off". Prices have surged more than ten times in a market hard for guns. And the upstream industrial chain sensors, ADC, MCU, LCD, battery and other components are also rising.

Before the outbreak of the new crown pneumonia, the forehead gun is a relatively small medical product, mostly used in medical institutions. Because the production threshold is relatively high and the qualification of production is difficult to examine and approve, there are only 156 enterprises in the country, and only 44 enterprises are above designated size. Most of them are in Guangdong, and scattered in Jiangsu, Zhejiang and Shanghai provinces. The annual output is about 15 million units.

"Now we can not buy raw materials, the next batch of raw materials to the post until the beginning of April, the fastest shipment in April 8th. At present, the infrared temperature sensor is the most lacking element in the frontal gun industry. " A temperature gun manufacturer in Southern China said to the twenty-first Century economic news reporter. Dongxing securities research reported that most components of the domestic frontal gun can be supplied by local manufacturers, but infrared sensor products rely heavily on overseas imports. At present, the mainstream products basically use MLX9064 sensors imported from Belgium, the price has risen from 2-3 yuan to 200 yuan, or 100 times.

Out of stock "magic spell"

The forehead thermometer belongs to the electronic thermometer. According to the latest "Regulations on the supervision and management of medical devices" and "the quality management standard for medical devices" and the catalogue of the 123 kinds of medical devices, the electronic thermometer belongs to the 6820 common diagnostic instruments, belonging to the two class of medical devices. The working principle is that any object will emit infrared rays when it is above the absolute zero degree (-273 C). The forehead temperature gun receives the infrared ray through the sensor, and obtains the induction temperature data.

In order to prevent and control epidemic situation, plot, supermarket, unit, office building... As long as there is a place where people flow, there is forehead temperature gun. With the resumption of production, the temperature gun is becoming more and more popular, and the demand of minority people has become the needs of the whole nation.

"The stock market is no longer available. Our list is in June. If the foreign orders are received, the order of the factory may be completed this year." A temperature gun manufacturer in Shenzhen told reporters on twenty-first Century economic report.

Under the epidemic, the demand side of the frontal gun has stimulated a huge gap in production capacity. According to data from CDI industrial and Information Research Institute, the total output of handheld infrared thermometer in China in 2018 and 2019 is no more than 550 thousand.

In February 2nd, the Ministry of information and industry news conference revealed that there were about 20 thousand demand for infrared thermometers in China, and more than 30 handheld thermometers. There were 60 thousand automatic temperature detectors and 550 thousand hand-held thermometers. At present, the daily output of China's automatic infrared thermometer has reached 800 units, and the future Nissan is expected to reach 1500 units. The handheld thermometer can produce 15000 units per day.

In March 6th, in twenty-first Century, the economic report reporter called several temperature gun manufacturers. Most of the temperature gun manufacturers said they had no spot stock, but they only had goods at the end of 3 or April. In addition to supplying the market, a temperature gun manufacturer told reporters that it would give priority to meet the needs of epidemic prevention.

And the temperature gun industry giant fish diving medical treatment is currently producing 20 hours a day, the capacity utilization rate of the main products related to the epidemic has exceeded 100%, and the temperature detection products such as temperature guns and other products are still in short supply, and the monthly sales of temperature guns are estimated to be the sum of the total sales volume in the past 5 years.

Lu Guojian, chairman of Limited by Share Ltd, Shenzhen, said that in the past, the temperature gun belongs to the niche market. The annual shipment volume is about about 10000000 yuan, and the basic monthly production capacity of 2 million yuan can be guaranteed. But now the demand is soaring due to the outbreak, especially in March.

However, because all links are limited by production capacity and under layers, the shortage becomes the "magic charm" of the market of the temperature gun market.

Lu Guojian pointed out that, on the one hand, the qualification of the forehead gun is limited, and the capacity of the manufacturer is limited, which has produced two thousand or three thousand units before. But now it will be expanded to twenty thousand or thirty thousand units, and it will be difficult to follow up for a while. Two, there is a serious shortage of sensors. Three, the required main chip is affected by the upstream effect and the capacity is limited. Four, it is also difficult for mold manufacturers to make corresponding dies in a short time. The superposition of these factors has led to a breakpoint in the whole industry. It is not a manufacturer of production qualification, but without a master chip, there is a master chip but no sensor. The order of the temperature gun is flying all over the sky, and finally it can not fall. The price scissors difference between supply and demand has caused its price soaring.

The demand for large volume under the epidemic has completely fired up the original minority temperature gun market. On the one hand, there are many "Uncle" micro dealers, selling uneven quality frontal guns and further hyping market prices. On the other hand, the pressure of upstream industry chain is also more prominent.

Upstream short term expansion difficult

The temperature gun industry chain is relatively long, and the production speed is very short in the short term. For manufacturers at the ends of the industry chain, there is no time to prepare enough raw materials. At present, the shortage of spare parts has directly led to the collective "muted" situation of the temperature gun manufacturers.

According to the industry research report published by Dongxing securities in February 23rd, most of the parts needed for the production of the frontal gun can be localized, but the temperature sensors can only be imported from abroad, and the mainstream products are basically Belgian MLX9064 series products. The front-end MLX9064 spot market is extremely scarce, and many factories are unable to get material. The technology of the product is not standard technology, and the short-term increase in capacity is not realistic.

It is reported that the core components of infrared sensors are chips, which is the most upstream part of the supply chain of the whole temperature gun products. Most of the wafer suppliers currently available can be distributed in mainland China, Taiwan, China and some European countries.

It is worth noting that a fab will take several years to start from construction to start. At the same time, it needs a lot of capital investment. If we want to develop a chip, the demand side will have to place an order at least 2-3 months in advance. Generally speaking, there are three hundred kinds of raw materials to be prepared by a wafer factory. There are thousands of indirect materials. In other words, expanding production in a short time is not easy.

The price of sensors has also risen sharply.

"Now a sensor sells for eighty or ninety yuan, before a sensor is several yuan." A temperature gun manufacturer told the economic news reporters in twenty-first Century, "the factory price of the forehead gun has also risen a lot, and the factory price of the forehead gun has reached 300 yuan. In addition, the MCU needed for the production of the thermometer gun also appeared to be in short supply. At present, the suitable domestic low-power 16bit ADC MCU product has been discharged to 5-6 months.

China's infrared temperature measuring equipment enterprises have low price and superior performance, while meeting domestic demand, overseas demand can not be ignored. Reporters learned from the manufacturers that, with the spread of the epidemic in the world, international enquiries also began to increase, the supply of frontal guns still exists gaps.

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