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相機模組-市場佔有率分析、產業趨勢/統計、2024年至2029年成長預測

Camera Module - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts 2024 - 2029
出版日期: | 出版商: Mordor Intelligence | 英文 194 Pages | 商品交期: 2-3個工作天內

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簡介目錄

相機模組市場規模預計到2024年為398.2億美元，預計到2029年將達到492.4億美元，在預測期內（2024-2029年）複合年成長率為4.34%。

攝影機模組-市場-IMG1

主要亮點

  • 相機模組是從智慧型手機、汽車、智慧家電等設備拍攝照片和影片的產品。作為視訊輸入設備，廣泛應用於視訊會議、安防系統、即時監控等領域。它由影像感測器、紅外線截止濾光片、致動器（AF/OIS）、鏡頭組、鏡頭卡口等組成。模組組裝將所有這些組件組合到一個模組中。
  • ADAS 市場擴大採用自動駕駛和自動駕駛汽車，這是一個關鍵的成長要素。例如，根據英特爾的預測，到2030年，全球汽車銷售量預計將達到1.014億輛以上，而自動駕駛汽車預計到2030年將佔汽車註冊量的12%左右。
  • 世界各地建設活動的增加為廣泛使用攝影機的安全系統的結合提供了有利可圖的機會。根據挪威統計局的數據，挪威住宅量從 2022 年 4 月的 1,929 套增加到 5 月的 2,777 套。此外，2022年1月，挪威斯塔萬格市向瑞典建設公司Skanska支付8,550萬美元（7.5億挪威克朗）開發新城區。 LervikQuarter開發計劃將建在斯塔萬格Storhaug區。佔地 26,000平方公尺的場地將包括一個停車場、一所小學、一所幼兒園、辦公室、一家雜貨店和一個多功能廳。
  • 全球恐怖攻擊和有組織犯罪數量不斷增加、IP攝影機的採用不斷增加、基於物聯網的安全系統的採用不斷增加等正在推動主要在住宅和商業機構中對安全攝影機的需求。例如，根據英國國家統計局的數據，2021/22年度的犯罪率為每1000人129人，使得英格蘭東北部的克利夫蘭成為英格蘭和威爾斯所有警區中犯罪率最高的地區。 。
  • 輕便型相機模組是一個複雜的系統，涉及許多不同的學科、技術和流程。由於 CCM 子組件製造商的活動重疊，CCM 供應鏈變得越來越複雜。實現強大的 CCM 技術面臨的挑戰進一步增加了市場生態系統的複雜性，並對技術的發展提出了挑戰。
  • 此外，相機模組的高成本和維護等管理費用等挑戰對市場開拓構成挑戰，特別是在消費者對價格高度敏感的新興國家和低度開發地區。

相機模組市場趨勢

行動區隔市場佔據顯著的市場佔有率佔有率

  • 技術開拓和預算落後的新興經濟體智慧型手機銷售成長，推動了相機模組市場的發展。愛立信預計，到2022年終，智慧型手機用戶數量預計將達到66億部，約佔所有行動電話用戶的79%。預計到 2028 年，合約數量將達到 78 億份，約佔所有行動電話合約的 84%。
  • 此外，根據 GSMA 的數據，到 2025 年，北美智慧型手機用戶預計將達到 3.28 億。此外，到 2025 年，該地區的行動電話用戶普及(86%) 和網路普及(80%) 可能會增加。此外，到 2025 年，歐洲預計將擁有最高的網路普及(82%) 和智慧型手機普及(88%)。所有這些因素都對所研究市場的成長做出了積極貢獻。
  • 由於各種智慧型手機對提高相機解析度的需求不斷增加，多家製造商正在推出新的感光元件和相機模組。例如，2023 年 1 月，三星發布了最新的 2 億像素 (MP) 影像感測器 ISOCELL HP2，該感測器具有改進的像素技術和全阱容量，可改善高階智慧型手機中的行動影像。這款新感光元件採用 1/1.3 吋光學格式，擁有 2 億個 0.6 微米像素，這是 108MP 智慧型手機主相機常用的感光元件尺寸。
  • 此外，大多數智慧型手機現在使用 CMOS（互補型金屬氧化物半導體）影像感測器而不是 CCD（電荷耦合元件）。 CMOS 的功耗比 CCD 低，非常適合行動裝置。同樣在 2022 年 11 月，CMOS 影像感測器供應商 SmartSens Technology 發布了 SC520XS，這是一款用於高階智慧型手機相機的 0.7 微米像素、52MP CMOS 影像感測器。
  • 此外，智慧型手機供應商正在開拓先進的行動電話鏡頭，這也推動了相機模組市場的發展。例如，2022 年 7 月，小米宣佈在其新款旗艦智慧型手機 Mi 12S Ultra 上配備加大的相機感光元件。它配備了一個對於智慧型手機來說比較巨大的新功能，那就是1吋的相機感應器。
攝影機模組-市場-IMG2

亞太地區主導市場

  • 電子製造商、半導體製造商和汽車製造商的廣泛存在以及消費者購買力的不斷增強正在推動亞太地區緊湊型相機模組市場的成長。該地區智慧型手機的普及和智慧監控系統的變化，推動了緊湊型相機模組的推出，以支持蓬勃發展的消費性電子製造業。
  • 例如，根據 GSMA 的數據，亞太地區的智慧型手機訂閱率預計到 2030 年將達到 94%，而 2022 年將達到 76%。此外，預計獨立行動電話用戶數也將從2022年的17.3億大幅增加到2030年的21.1億。所有這些因素結合起來，為亞太研究市場的成長創造了良好的前景。
  • 該地區消費電子產業的快速成長也有助於為市場創造積極的成長前景，因為相機模組擴大整合到各個領域的消費性電子設備中。中國已經擁有世界上最大的家用電子電器產業之一。此外，據IBEF稱，印度家用電器和家用電子電器產業預計到2021年將達到98.4億美元，到2025年將增加一倍多，達到211.8億美元。
  • 此外，由於自動化和工業機器人解決方案將相機模組用於各種目的，預計該地區的自動化將在預測期內擴大相機模組市場。例如，「中國製造2025」等中國政府計畫正在促進工廠自動化的研發和技術投資。 「中國舉措」旨在擴大自動化設備的國內生產，因為大多數自動化設備都是從其他國家進口的。
  • 該地區的醫療保健行業也大量採用數位化。因此，作為理想的解決方案，預計將推動下一代一次性內視鏡的市場需求調查。據 IBEF 稱，醫療保健已成為印度最大的行業之一。在收入增加、健康意識提高、文明病和保險覆蓋率增加的推動下，該國的醫療保健市場預計到 2022 年將達到 3,720 億美元。因此，對醫療設備的需求不斷增加，也增加了對此類設備中使用的相機模組的需求。

相機模組產業概況

隨著不斷成長的需求吸引新參與企業，相機模組市場正在進入碎片化階段。隨著相機模組行業知名製造商的不斷增加，預計競爭公司之間的敵對關係將在預測期內加劇。 Cowell E Holdings Inc.、富士軟片公司、索尼公司等市場老牌企業對整體市場有相當大的影響力。

2023 年 5 月，夏普發布了配備 1 吋徠卡影像感測器的 Aquos R8 Pro。它配備了帶有 Summicron 鏡頭的 47.2MP 1 英寸SONYIMX989 主鏡頭，以及焦距為 19mm 的 50.3MP 1/1.55​​ 英寸鏡頭。此外，它還配備了 4,570mAh 電池和高通 Snapdragon 8 Gen 2 晶片組、LPDDR5x RAM 和 UFS 4.0 儲存。

2023年4月，三星馬達宣布將發表2億像素相機模組，防手震功能提升一倍以上。該公司還希望以其捕捉高品質照片和影片的專有技術瞄準市場。本產品的防手震角度為3.0度，是傳統產品防手震角度1.5度的兩倍。在目前市場上具有OIS功能的智慧型手機中，這是全球最高的之一。

其他福利：

  • Excel 格式的市場預測 (ME) 表
  • 3 個月分析師支持

目錄

第1章簡介

  • 研究假設和市場定義
  • 調查範圍

第2章調查方法

第3章執行摘要

第4章市場洞察

  • 市場概況
  • 產業吸引力－波特五力分析
    • 供應商的議價能力
    • 買方議價能力
    • 新進入者的威脅
    • 替代品的威脅
    • 競爭公司之間敵對關係的強度
  • 產業價值鏈分析
  • 評估 COVID-19 對產業的影響
  • 價格走勢分析
  • 超小型相機模組的動態
    • 適用於各種應用的相機模組尺寸的演變
    • 每個供應商提供的解析度和產品映射
    • 解析度與成本分析

第5章市場動態

  • 市場促進因素
    • 增加汽車 ADAS（進階駕駛輔助系統）的市場驅動力
    • 家庭和商業機構擴大使用保全攝影機
  • 市場抑制因素
    • 複雜的製造和供應鏈挑戰
  • 科技演進趨勢
    • 按組件分類的技術進步
    • 每個最終產品的平均攝影機數量 - 智慧型手機與輕型車輛

汽車/行動電話相機的演變

第6章市場區隔

  • 按成分
    • 影像感測器
    • 鏡片
    • 相機模組組裝
    • VCM 供應商（AF 和 OIS）
  • 按用途
    • 移動的
    • 家用電器（不含手機）
    • 車
    • 醫療保健
    • 安全
    • 工業的
  • 按地區
    • 北美洲
    • 歐洲
    • 亞太地區
    • 其他

第7章供應商市場佔有率分析

  • 相機模組廠商市場佔有率
  • 影像感測器（CIS）供應商排名
  • 鏡頭組廠商排名

第8章競爭形勢

  • 公司簡介
    • Chicony Electronics Co. Ltd.
    • Cowell E Holdings Inc.
    • Fujifilm Corporation
    • LG Innotek Co. Ltd.
    • LuxVisions Innovation Limited（Lite-On Technology Corporation）
    • Primax Electronics Ltd.
    • Samsung Electro-Mechanics Co. Ltd.
    • Sharp Corporation
    • Sony Group Corporation
    • STMicroelectronics NV
    • Sunny Optical Technology（Group）Company Limited
    • ams OSRM AG
    • On Semiconductor（Semiconductor Components Industries LLC）
    • OFILM Group Co. Ltd.
    • OmniVision Technologies Inc.

第9章投資分析

第10章市場機會與未來成長

簡介目錄
Product Code: 64735
Camera Module - Market - IMG1

The Camera Module Market size is estimated at USD 39.82 billion in 2024, and is expected to reach USD 49.24 billion by 2029, growing at a CAGR of 4.34% during the forecast period (2024-2029).

Key Highlights

  • A camera module is a product that takes photos and videos from devices like smartphones, automobiles, smart home appliances, etc. It is widely used in video conferencing, security systems, and real-time monitoring as a video input device. It comprises image sensors, an IR-cut filter, an actuator (AF/OIS), a lens set, a lens mount, etc. Module assembly brings all these components together into a module.
  • The ADAS market's increasing adoption of self-driving or autonomous vehicles is a primary growth factor. For instance, according to Intel, global car sales are expected to reach over 101.4 million units in 2030, and autonomous vehicles are expected to account for about 12% of car registrations by 2030.
  • The increasing construction activities globally provide lucrative opportunities for incorporating security systems wherein cameras are widely used. According to Statistics Norway, Housing Starts in Norway increased to 2,777 units in May from 1,929 units in April of 2022. Furthermore, in January 2022, the Norwegian municipality of Stavanger gave Swedish construction company Skanska a USD 85.5 million (NOK 750 million) contract to develop a new municipal town center. The Storhaug neighborhood of Stavanger is expected to receive the LervikQuarter development project. The 26,000 m2 structure would have parking places, a primary school, a kindergarten, offices, a grocery shop, a multipurpose hall, and other amenities.
  • The rising number of terrorist attacks and organized crimes globally, expanding adoption of IP cameras, and rising adoption of IoT-based security systems are primarily driving the demand for security cameras in residential and commercial establishments. For instance, according to the Office for National Statistics (UK), in 2021/22, with a crime rate of 129 per 1,000 people, Cleveland, in Northeast England, had the highest crime rate of all the police force areas in England and Wales.
  • Compact camera modules are complex systems involving various disciplines, technologies, and processes. The supply chain of CCMs is witnessing complexities against the backdrop of overlaps between the activities of CCM's sub-component manufacturing companies. Challenges in realizing robust CCM technology further add to the complexity of the market's ecosystem, thereby creating challenges for the evolution of the technology.
  • Furthermore, factors such as the higher cost of camera modules and overhead costs such as maintenance also challenge the studied market's growth, especially in developing or underdeveloped regions, wherein consumer price sensitivity is higher.

Camera Module Market Trends

Mobile Segment to Hold a Notable Market Share

  • The growing sales of smartphones across economies with slower technological developments and budgets have propelled the market for camera modules. According to Ericsson, at the end of 2022, 6.6 billion smartphone subscriptions were estimated, accounting for about 79% of all mobile phone subscriptions. This is expected to reach 7.8 billion in 2028, accounting for around 84% of all mobile subscriptions.
  • Moreover, according to GSMA, smartphone subscribers in North America are anticipated to reach 328 million by 2025. Additionally, by 2025, the region may also witness an increase in mobile phone subscriber penetration rates (86%) and the Internet (80%). Furthermore, by 2025, Europe is estimated to register the highest internet penetration rate (82%) and smartphones (88%). All these factors contribute positively to the studied market's growth.
  • The increasing demand to improve cameras' resolution across smartphones of all ranges has enabled several manufacturers to launch new sensors and camera modules. For instance, in January 2023, Samsung introduced its latest 200-megapixel (MP) image sensor, the ISOCELL HP2, with improved pixel technology and full-well capacity to improve mobile images in premium smartphones. The new sensor packs 200 million 0.6-micrometer pixels in a 1/1.3" optical format, a sensor size commonly used in 108MP main smartphone cameras, enabling consumers to experience even higher resolutions in the latest high-end smartphones without larger camera bumps in their devices.
  • Moreover, currently, most smartphones use CMOS (Complementary Metal-Oxide Semiconductor) image sensors instead of CCD (Charge-Coupled Device). CMOS uses less power than CCD, which makes it highly suitable for mobile devices. Also, in November 2022, SmartSens Technology, a CMOS image sensor supplier, introduced SC520XS, a 0.7-micron pixel, 52-MP CMOS Image Sensor for high-end smartphone cameras.
  • Further, smartphone vendors are developing advanced cameras in their mobile phones, which drives the camera module market. For instance, in July 2022, Xiaomi announced an extended camera sensor in its new Mi 12S Ultra flagship smartphone. It comes with a huge new feature: a 1-inch camera sensor, which is relatively giant for a smartphone.
Camera Module - Market - IMG2

Asia-Pacific to Dominate the Market

  • The widespread presence of electronics, semiconductor, and automobile manufacturing companies, as well as an increase in consumers' purchasing power of the population, is fueling the growth of the compact camera modules market in the Asia-Pacific. The region has witnessed a change in smartphone adoption and smart surveillance systems, thus propelling the deployment of compact camera modules to cater to a booming consumer electronics manufacturing sector.
  • For instance, according to GSMA, smartphone subscription in the Asia-Pacific region is anticipated to reach 94% by 2030, compared to 76% in 2022. Furthermore, unique mobile subscribers are also anticipated to grow significantly, from 1.73 billion in 2022 to 2.11 billion in 2030. All these factors together create a favorable outlook for the growth of the studied market in the Asia Pacific region.
  • The region's rapidly growing consumer electronics industry also helps create a positive growth scenario for the market as camera modules are increasingly being integrated into consumer electronic devices for different segments. China already has one of the largest consumer electrical industries in the world. Moreover, according to IBEF, the Indian appliances and consumer electronics industry reached USD 9.84 billion in 2021 and is estimated to more than double to reach USD 21.18 billion by 2025.
  • Further, automation in the region is expected to augment the camera module market during the forecast period as automation and industrial robotic solutions uses camera module for various purposes. For instance, the Chinese government's programs, such as the Made in China 2025 plan, promote R&D in factory automation and technology investments. As most of the automation equipment is imported from other countries, the 'Made in China' initiative aims to expand the country's domestic production of automation equipment.
  • The healthcare sector in the region has also shown a significant adoption of digitization. Hence, it is expected to drive the demand for the market studied as an ideal solution for next-generation single-use endoscopes. Healthcare has emerged as one of the largest sectors in India, according to IBEF. The healthcare market in the country is expected to reach USD 372 billion by 2022, driven by increasing income, better health awareness, lifestyle diseases, and growing access to insurance. Thus, the growing demand for medical devices also augments the demand for camera modules for use in many such devices.

Camera Module Industry Overview

The camera module market is moving towards a fragmented stage as the growing demand is attracting new players to enter the market. The growing presence of prominent manufacturers in the camera module industry is expected to intensify competitive rivalry during the forecast period. Market incumbents, such as Cowell E Holdings Inc., Fujifilm Corporation, and Sony Corporation, considerably influence the overall market.

In May 2023, Sharp introduced the Aquos R8 Pro, which features a 1" Leica image sensor. It has a 47.2MP 1-inch Sony IMX989 primary camera with a Summicron lens as opposed to a 50.3MP 1/1.55-inch camera with a 19 mm focal length equivalent. Additionally, they are fueled by a 4,570 mAh battery and a Qualcomm Snapdragon 8 Gen 2 chipset with LPDDR5x RAM and UFS 4.0 storage.

In April 2023, Samsung Electro-Mechanics announced that it would release a 200-megapixel-class camera module with improved image stabilization features that are more than twice as good. The company also wants to target the market with unique technologies for taking high-quality photos and videos. This product's 3.0-degree image stabilization angle is twice as good as the existing products' 1.5-degree stabilization angle. Among the smartphones with OIS features currently on the market, it offers the highest level globally.

Additional Benefits:

  • The market estimate (ME) sheet in Excel format
  • 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

  • 1.1 Study Assumptions and Market Definition
  • 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET INSIGHTS

  • 4.1 Market Overview
  • 4.2 Industry Attractiveness - Porter's Five Forces Analysis
    • 4.2.1 Bargaining Power of Suppliers
    • 4.2.2 Bargaining Power of Buyers
    • 4.2.3 Threat of New Entrants
    • 4.2.4 Threat of Substitute Products
    • 4.2.5 Intensity of Competitive Rivalry
  • 4.3 Industry Value Chain Analysis
  • 4.4 Assessment of Impact of COVID-19 on the Industry
  • 4.5 Price Trend Analysis
  • 4.6 Ultra Small Camera Module Dynamics
    • 4.6.1 Evolution of Camera Module Size Across Various Applications
    • 4.6.2 Product Mapping with Resolutions Offered by Various Vendors
    • 4.6.3 Resolution Vs. Cost Analysis

5 MARKET DYNAMICS

  • 5.1 Market Drivers
    • 5.1.1 Increased Market Demand for Advanced Driver Assistance Systems in Vehicles
    • 5.1.2 Increased Use of Security Cameras in Households and Commercial Establishments
  • 5.2 Market Restraints
    • 5.2.1 Complicated Manufacturing and Supply Chain Challenges
  • 5.3 Technology Evolution Trends
    • 5.3.1 Component-wise Technological Advancements
    • 5.3.2 Average Number of Cameras Per End-product - Smartphones Vs. Light

Vehicles / Camera Evolution in a Mobile Phone

6 MARKET SEGMENTATION

  • 6.1 By Component
    • 6.1.1 Image Sensor
    • 6.1.2 Lens
    • 6.1.3 Camera Module Assembly
    • 6.1.4 VCM Suppliers (AF and OIS)
  • 6.2 By Application
    • 6.2.1 Mobile
    • 6.2.2 Consumer Electronics (Excl. Mobile)
    • 6.2.3 Automotive
    • 6.2.4 Healthcare
    • 6.2.5 Security
    • 6.2.6 Industrial
  • 6.3 By Geography
    • 6.3.1 North America
    • 6.3.2 Europe
    • 6.3.3 Asia-Pacific
    • 6.3.4 Rest of the World

7 VENDOR MARKET SHARE ANALYSIS

  • 7.1 Camera Module Vendor Market Share
  • 7.2 Image Sensor (CIS) Vendor Ranking
  • 7.3 Lens Set Vendor Ranking

8 COMPETITIVE LANDSCAPE

  • 8.1 Company Profiles
    • 8.1.1 Chicony Electronics Co. Ltd.
    • 8.1.2 Cowell E Holdings Inc.
    • 8.1.3 Fujifilm Corporation
    • 8.1.4 LG Innotek Co. Ltd.
    • 8.1.5 LuxVisions Innovation Limited (Lite-On Technology Corporation)
    • 8.1.6 Primax Electronics Ltd.
    • 8.1.7 Samsung Electro-Mechanics Co. Ltd.
    • 8.1.8 Sharp Corporation
    • 8.1.9 Sony Group Corporation
    • 8.1.10 STMicroelectronics NV
    • 8.1.11 Sunny Optical Technology (Group) Company Limited
    • 8.1.12 ams OSRM AG
    • 8.1.13 On Semiconductor (Semiconductor Components Industries LLC)
    • 8.1.14 OFILM Group Co. Ltd.
    • 8.1.15 OmniVision Technologies Inc.

9 INVESTMENT ANALYSIS

10 MARKET OPPORTUNITIES AND FUTURE GROWTH