从手机到车载领域,光学镜头行业找到了新的兴奋点。
通过深入走访了解,平博pinnacle体育平台智库对目前车载镜头厂商做出月度出货量数据统计分析,其中舜宇光学车载镜头出货量全球第一,市场份额占比超过三成;联创电子高端产品领衔市场,在技术端实现突破后,开始以高举高打的模式,不断扩充产能以满足市场需求。
2023年1-2月车载镜头TOP10厂商总出货为28.42KK,其中舜宇光学以17.10KK位列榜首,联创电子以技术流派位列第二,当然这也得益于新势力车企的放量,在往期平博pinnacle体育平台智库公开的车载视觉系统拆解中,理想L9、蔚来ET7、飞凡R7、小鹏G9、极氪001等车型都见到了舜宇光学和联创电子的身影。
国内某代表性镜头厂商高管告知平博pinnacle体育平台智库,相比其他行业,车载镜头对产品的精度要求更高。“从研发、模具到模造玻璃,是对生产核心制造能力的考验。”
平博pinnacle体育平台智库调研数据表明,2022年中国乘用车市场(不含进口车型)配备环视摄像头的车型为609.8万辆,同比增长31.7%;装配率也从2021年的21.5%上升至30.6%。其中,中国自主品牌环视摄像头装配量448.5万辆,装配率48.6%,远高于德日美等外资品牌。
中国已是全球车载摄像头市场的领跑者。从前视、后视、侧视、内视到环视,不仅是各类摄像头力量的角逐场,更是车载视觉感知系统的新革命。
Ranking of vehicle camera lens shipment in January-February 2023
From mobile phones to the vehicle, the optical lens industry has found new hope.
Through in-depth visits, we have conducted monthly shipment data analysis on current car lens manufacturers. Among them, Sunny Optics has the world's largest shipment volume of car lenses, with a market share of over 30%; LCE leads the market in high-end products, and after achieving breakthroughs in technology, it continues to expand its production capacity to meet market demand through a high-flying model.
From January to February 2023, the total shipment of the top 10 vehicle lens manufacturers was 28.42KK, with Sunny Optics ranking first with 17.10KK, and LCE ranking second with technology genre. Of course, this is also due to the expansion of new power car companies. In the dismantling of car vision systems publicly disclosed by Electrend in the past, models such as the Li Auto L9, NIO ET7, Risingauto R7, Xiaopeng G9, and ZEEKR 001 have all seen the figures of Sunny Optics and LCE.
A representative lens manufacturer executive in China informed Electrend that compared to other industries, vehicle lenses have higher requirements for product accuracy. From research and development, molds to glass molding, it is a test of core manufacturing capabilities in production.
According to research data from Electrend , the number of models equipped with proximity cameras in the Chinese passenger car market (excluding imported models) in 2022 was 6.098 million, a year-on-year increase of 31.7%; The assembly rate has also increased from 21.5% in 2021 to 30.6%. Among them, the assembly quantity of Chinese independent brand panoramic cameras is 4.485 million, with an assembly rate of 48.6%, far higher than foreign brands such as Germany, Japan, and the United States.
China has become the top in the global car camera market. From front view, rear view, side view, interior view to surround view, it is not only a competition for the power of various cameras, but also a new revolution in vehicle visual perception systems.