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市場調查報告書
商品編碼
2044225
智慧型手機相機鏡頭:市場佔有率分析、產業趨勢與統計、成長預測(2026-2031)Smartphone Camera Lens - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2026 - 2031) |
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2025 年智慧型手機相機鏡頭市場價值 54.2 億美元,預計到 2031 年將達到 84.8 億美元,而 2026 年為 58.4 億美元,預測期(2026-2031 年)複合年成長率為 7.74%。

隨著設備製造商用7片或8片玻璃-塑膠混合鏡片取代基礎塑膠光學元件,尤其是在潛望和可變光圈組件中,鏡頭模組的平均售價持續上漲。長焦變焦功能正擴展到中階智慧型手機,為供應商提供了一種有望抵消全球智慧型手機出貨量放緩影響的途徑。支援人工智慧驅動的運算攝影的多相機配置需要超廣角、微距和景深鏡頭,這也推動了市場需求。精密玻璃模壓產能已接近滿載運轉率,預計隨著單晶片缺陷率高於傳統廣角模組,產能壓力將進一步加大。
預計到2025年,潛望式長焦鏡頭模組的應用範圍將從售價1,000美元的旗艦機型擴展到400-600美元的設備,從而縮小高階和中階設備在光學變焦性能方面的差距。每個組件包含7-8個玻璃-塑膠混合透鏡和稜鏡,因此潛望式變焦功能的加入會使平均售價增加18-22%。儘管大立光電的出貨量年增了34%,但由於棱鏡對準公差小於5微米,其缺陷率比廣角鏡頭高出約12-15個百分點。目前,OEM廠商正將5倍至10倍光學變焦作為行銷重點,以提高消費者對鏡頭品質的認知。由於精密玻璃模壓產能的限制,預計潛望式變焦技術的應用將持續到2027年,這將進一步提升供應商的利潤率。
索尼的 2 億像素 LYT-901 感測器樹立了光學標桿,其調製傳遞函數 (MTF) 值在 100 lp/mm 解析度下超過 0.6,迫使鏡頭製造商採用非球面鏡片和先進鍍膜技術。三星的 ISOCELL HP5 感光元件雖然能夠實現更薄的相機組件,但也推高了模組成本,導致旗艦機型的光學子系統單價高達 80-100 美元。高階鏡頭和入門鏡頭的價格差距如今已達 3-6 倍,即便全球行動電話出貨量保持平穩,廠商仍在優先發展高階專案。像素數量的增加也導致成像圈擴大,需要更大的鏡頭直徑和更多的鏡片元件。這些因素解釋了為什麼到 2025 年,混合鏡頭將佔據近一半的市場。
到2025年,隨著鏡頭更換週期超過三年,全球出貨量預計將停滯在12億台左右,印度市場將萎縮1%。根據TechInsights研究顯示,2025年上半年全球出貨量預計僅成長4%,而售價超過600美元的鏡頭銷售量預計將成長8%,凸顯了市場正從追求數量轉向追求品質。儘管高階市場表現強勁,但這種市場飽和使得鏡頭需求成長仍維持在個位數。旗艦機型的出貨量佔比不到四分之一,卻貢獻了近一半的鏡頭相關收入,這使得供應商面臨收入集中度過高的風險。因此,即使高階需求略有下降,也可能迅速擠壓利潤空間。
預計到2031年,長焦鏡頭將以8.58%的複合年成長率成長,成為整體成長最快的技術,即使智慧型手機出貨量趨於穩定,其在智慧型手機相機鏡頭市場的佔有率仍在不斷擴大。隨著潛望式變焦模組被整合到售價400至600美元的智慧型手機中,出貨量也不斷成長,使得品牌能夠將5倍至10倍光學變焦作為主流功能進行宣傳。到2025年,廣角鏡頭仍將佔據智慧型手機相機鏡頭市場42.36%的佔有率,但隨著創新投資轉向輔助相機,其成長已停滯不前。由於採用人工智慧驅動的線性校正技術,120度視角得以實現,超廣角設計的重要性日益凸顯;而隨著高解析度長焦鏡頭能夠拍攝近距離特寫,微距感測器正逐漸被淘汰。佳能的SPAD原型鏡頭擁有26檔動態範圍,這表明未來的長焦鏡頭需要超過95%的透光率,這意味著需要在鏡頭組中整合更多的鏡片。
由於鏡頭元件數量增加以及棱鏡組件的應用,長焦鏡頭模組的價格比廣角鏡頭模組高出 40% 至 50%,這促使大立光和舜宇光學等供應商將產能集中於這種盈利更高的產品配置。每個潛望式鏡頭需要 7 至 8 個玻璃-塑膠混合元件,這增加了模具的複雜性和良率風險。雖然由於稜鏡對準公差小於 5微米,其單件缺陷率比傳統模組高出約 12% 至 15 個百分點,但由於每次增加潛望式變焦功能,平均售價 (ASP) 都會提高 18% 至 22%,因此利潤率仍然可觀。超廣角鏡頭模組採用線性校正演算法,並使用自由曲面非球面玻璃,其成本比傳統塑膠設計高出 25% 至 30%。微距和景深功能整合到高解析度二次性鏡頭中,在減少感光元件數量的同時,保持了每部智慧型手機的鏡頭總收入。
預計到2025年,玻璃-塑膠混合鏡頭將佔智慧型手機相機鏡頭市場佔有率的47.89%,並以8.39%的複合年成長率(CAGR)在2028年超越全塑膠鏡頭。混合鏡頭由兩到三片玻璃鏡片和四到五片塑膠鏡片組成,兼顧了色差控制和輕量化設計。全玻璃鏡頭採用七片玻璃鏡片堆疊結構,重量增加15-20%,製造成本增加高達40%,目前僅限於折疊式設備及超高階機型。全塑膠鏡頭目前僅限於售價低於200美元的設備,但隨著中階廠商推出混合鏡頭升級方案以區分其攝影機,全塑膠鏡頭的市場佔有率正在萎縮。隨著華為、OPPO和vivo等廠商推出多片式長焦鏡頭,舜宇光學在2025年上半年的混合鏡頭銷售量增加了一倍以上。
製造程序能力是決定性因素。大立光的精密玻璃模壓技術實現了小於0.2微米的表面精度,這是塑膠材質無法達到的,從而確保2000萬像素感測器在100線對/毫米的調製傳遞函數(MTF)超過0.6。一種新的聚合物配方將熱膨脹係數從70 ppm/ 度C降低到50 ppm/ 度C,縮小了與玻璃材質在焦距偏移方面的差異,但對於潛望鏡式鏡頭設計仍然不夠理想。在折疊式智慧型手機中,混合材質鏡頭更受歡迎,因為塑膠材質可以減輕鉸鏈側的重量,而玻璃材質則可以增強鏡頭疊層的剛性,使其能夠承受反覆折疊式。隨著影像處理使透射率目標值超過92%,混合材質鏡頭將成為中高階機械鏡頭的標準配置,鞏固其在智慧型手機相機鏡頭市場的主流地位。
亞太地區受中國在鏡頭製造和組裝的優勢驅動,預計到2025年將佔全球銷售額的64.22%,其中廣東和江蘇兩省佔據了全球大部分產能。印度的生產連結獎勵計畫計畫正促使相機模組的生產轉移到泰米爾納德邦和卡納塔克邦,從而縮短了蘋果和三星的前置作業時間。塔塔電子收購緯創的iPhone工廠標誌著這一轉變,並加速了鏡頭和執行器的在地採購。越南正在崛起為第二大生產中心,LG Innotek V3工廠的擴建使其本地產能加倍。
南美洲是成長最快的地區,複合年成長率高達 8.79%,這主要得益於 5G 的部署和行動影片需求的不斷成長(平均每月達到 9GB)。中國 OEM 廠商榮耀、OPPO 和 vivo 正在巴西、阿根廷和智利擴大市場佔有率。在這些國家,預計到 2024 年,售價低於 200 美元的智慧型手機出貨量將加倍,而售價高於 600 美元的高階市場也在擴張。這種兩極化的市場格局推動了對鏡頭的需求,既包括注重成本的模組,也包括利潤豐厚的混合產品。
北美和歐洲合計約佔全球整體銷售額的三分之一,但其更換週期超過3.5年,導致複合年成長率僅6.5%-7.0%,低於全球整體平均成長率。中東和非洲總合市佔率不足10%。儘管5G網路投資正在提高市場滲透率,但價格限制使得鏡片的平均售價維持在8-12美元之間,且全塑膠設計佔據主導地位。外匯波動以及奈及利亞和埃及的關稅進一步限制了市場成長。
The smartphone camera lens market size was valued at USD 5.42 billion in 2025 and estimated to grow from USD 5.84 billion in 2026 to reach USD 8.48 billion by 2031, at a CAGR of 7.74% during the forecast period (2026-2031).

Average selling prices for lens modules continue to climb as device makers replace basic plastic optics with 7- or 8-element glass-plastic hybrids, especially in periscope and variable-aperture assemblies. Telescopic zoom capability is expanding into mid-range handsets, giving suppliers a lucrative path to offset stagnant global smartphone shipments. Demand also benefits from multi-camera configurations that require ultra-wide, macro, and depth lenses to support AI-driven computational photography. Precision glass-molding capacity, already operating near full utilization, is set to tighten further as per-unit defects remain higher than conventional wide-angle modules.
Periscope telephoto modules moved from USD 1,000 flagships to USD 400-600 handsets in 2025, shrinking the optical-zoom gap between premium and mid-range devices. Each assembly relies on 7- or 8-element glass-plastic hybrids plus a prism, so average selling prices jump 18-22% when periscope zoom is added. Shipments rose 34% year over year at Largan Precision, yet prism alignment tolerances below 5 µm keep reject rates roughly 12-15 points higher than for wide-angle lenses. OEM marketing now highlights 5x to 10x optical zoom as a headline feature, reinforcing consumer awareness of lens quality. Capacity constraints in precision glass molding suggest that periscope penetration will continue to lift supplier margins through 2027.
Sony's 200 MP LYT-901 sensor sets an optical benchmark of modulation-transfer-function values above 0.6 at 100 lp/mm, forcing lens makers to use aspheric glass and advanced coatings. Samsung's ISOCELL HP5 keeps camera stacks thinner but raises module cost, pushing flagship optical subsystems toward USD 80-100 per phone. The gulf between high-end and entry optics now reaches a 3-6X price multiple, so vendors prioritize premium projects even while global handset volumes flatten. Higher pixel counts also widen image circles, which drives larger lens diameters and additional elements. These requirements explain why hybrid lenses gained nearly half the market in 2025.
Worldwide shipments stalled near 1.2 billion units and India's market slid 1% in 2025, as replacement cycles stretched beyond three years. TechInsights tracked only 4% global unit growth in 1H 2025 versus 8% revenue growth for devices above USD 600, highlighting a shift to value over volume. This saturation caps lens demand growth at single-digit rates even while premium tiers thrive. Suppliers face revenue concentration risk because flagship models represent under one-quarter of units yet almost half of lens income. Any downturn in premium demand could therefore compress margins quickly.
Other drivers and restraints analyzed in the detailed report include:
For complete list of drivers and restraints, kindly check the Table Of Contents.
Telephoto optics posted an 8.58% CAGR to 2031, the quickest pace among all technologies, so their slice of the smartphone camera lens market size is expanding even as total handset units plateau. Shipments rose when periscope zoom modules migrated into USD 400-600 phones, allowing brands to advertise 5x to 10x optical zoom as a mainstream feature. Wide-angle lenses still held 42.36% smartphone camera lens market share in 2025, but their growth stalled because innovation dollars now chase auxiliary cameras. Ultra-wide designs gained relevance after AI rectilinear correction unlocked 120-degree fields of view, while macro sensors began to disappear as high-resolution telephotos can crop in for close-ups. Canon's 26-stop-range SPAD prototype suggests future telephotos will demand >95% light transmission, which pushes even more glass into lens stacks.
Higher element counts and prism assemblies lift telephoto module prices 40-50% above wide units, so suppliers such as Largan and Sunny Optical funnel capacity toward this richer mix. Each periscope lens requires 7-8 glass-plastic hybrid elements, raising both tooling complexity and yield risk. Prism alignment tolerances under 5 µm keep per-unit defect rates roughly 12-15 points above conventional modules, yet profit margins remain attractive because ASPs rise 18-22% whenever periscope zoom is added. Ultra-wide modules, bolstered by rectilinear algorithms, now feature free-form aspheric glass that costs 25-30% more than earlier plastic designs. Macro and depth functions consolidate into higher-resolution secondaries, trimming sensor counts while sustaining total lens revenue per phone.
Glass-plastic hybrids captured 47.89% of 2025 revenue, and their 8.39% CAGR means they will overtake all-plastic designs in smartphone camera lens market share before 2028. Hybrid stacks mix two or three glass elements with four or five plastic ones, marrying chromatic-aberration control to weight savings. All-glass lenses remain confined to foldables and ultra-premium models because a seven-element glass stack weighs 15-20% more and costs up to 40% extra to build. All-plastic optics linger in sub-USD 200 devices, but their share erodes as mid-range makers tout hybrid upgrades for camera differentiation. Sunny Optical more than doubled hybrid-lens revenue in 1H 2025 as Huawei, OPPO, and vivo launched multi-element telephotos.
Process capability is the swing factor. Precision glass molding from Largan achieves surface accuracy below 0.2 µm, impossible with plastics, which ensures MTF above 0.6 at 100 lp/mm for 200 MP sensors. New polymer formulas cut thermal expansion from 70 ppm / °C to 50 ppm / °C, narrowing the focus-shift gap with glass, yet not enough for periscope designs. Foldable phones also favor hybrids because plastic keeps hinge-side weight down, while glass stiffens the stack to withstand repeated folding. As AI imaging pushes transmission targets past 92%, hybrids become the default for mid- and high-end tiers, locking in their path to majority status in the smartphone camera lens market size.
The Smartphone Camera Lens Market Report is Segmented by Lens Technology (Telephoto, Macro/Depth, and More), Lens Material (All-Glass, All-Plastic, and More), Camera Position (Rear-Primary, Rear-Secondary, Front/Facing), Manufacturing Process (Injection Moulding, Precision Glass Moulding, and More), Smartphone Tier (Flagship, Mid-Range, Entry-Level), and Geography. The Market Forecasts are Provided in Terms of Value (USD).
Asia-Pacific retained 64.22% of 2025 revenue thanks to China's dominance in lens fabrication and assembly, with Guangdong and Jiangsu provinces hosting a majority of global capacity. India's Production-Linked Incentive scheme is redirecting camera module work to Tamil Nadu and Karnataka, trimming lead times for Apple and Samsung. Tata Electronics' takeover of Wistron's iPhone plant exemplifies this shift, accelerating localized sourcing of lenses and actuators. Vietnam is emerging as a secondary center as LG Innotek's V3 expansion doubles local output.
South America is the fastest-growing region at an 8.79% CAGR, propelled by 5G rollouts and a rising preference for mobile video that averages 9 GB per month. Chinese OEMs HONOR, OPPO, and vivo capture share in Brazil, Argentina, and Chile, where smartphones priced under USD 200 doubled shipments in 2024 yet a premium segment above USD 600 is also expanding. This bifurcation fuels lens demand for both cost-sensitive modules and high-margin hybrids.
North America and Europe together account for roughly one-third of global revenue but trail the worldwide growth rate at 6.5-7.0% CAGR because replacement cycles now exceed 3.5 years. Middle East and Africa collectively hold under 10% share; 5G network investments lift penetration, yet affordability keeps lens ASPs in the USD 8-12 range and supports mainly all-plastic designs. Currency volatility and tariffs in Nigeria and Egypt add further constraints.