全球和中國的電子後視鏡產業(2025年)

Global and China Electronic Rearview Mirror Industry Report, 2025

出版日期: 2025年08月01日 | 出版商:

ResearchInChina | 英文 360 Pages | 商品交期: 最快1-2個工作天內

價格

簡介目錄

1. 串流後視鏡快速成長，元峰科技連續八年銷售第一

根據水清木華研究中心資料庫統計，2024年中國乘用車前裝市場串流後視鏡安裝量達64.7萬台，較去年同期成長11.5%。 2025年1-5月，串流後視鏡安裝量達38.3萬台，較去年同期成長86.2%。串流後視鏡的組裝率也從2024年的2.8%提升至2025年1-5月的4.5%。

依車款劃分，2025年1-5月中國乘用車市場共售出114款搭載串流後視鏡的車款。多個品牌的眾多車型已開始將串流後視鏡作為標準配備。例如，小鵬P7+/X9等多款熱門車款的串流後視鏡均由元鋒科技供應。

從供應商佔有率來看，元鋒科技已連續八年佔55%以上的市場。 2025年1-5月，元鋒科技串流後視鏡市佔率達59.0%，預計2025年全年將突破70%。目前，由元鋒科技支援的客戶涵蓋小鵬汽車等多家主流新興主機廠、上汽通用、長城汽車、廣汽傳祺、賓士等15餘家國內外品牌，已與60餘款車型實現量產合作。

元鋒科技串流後視鏡產品現已發展到第五代。本產品採用極窄邊框設計，兼具超亮顯示器和極低系統延遲。此外，第五代產品也運用AI影像優化演算法，實現超高靈敏度降噪、增強夜視、雨霧穿透和超解析度等功能，突破了傳統ISP影像處理的畫質限制，並透過持續迭代學習實現持續優化。

2.乘用車CMS從產品接取走向產品升級

從安裝數量來看，CMS仍處於緩慢成長階段。 2024年，預載CMS的乘用車僅有5款車型。 2025年1月至5月，這數字成長至10款。從2023年7月CMS核准安裝到2025年5月，乘用車CMS累計安裝量尚未超過1萬台。

3. 商用車CMS的普及正在加速，部分廠商累計安裝量已超過1萬台。

比起乘用車，商用車CMS的優勢更為明顯。以MirrorCam為例，對賓士卡車的實際測試，配備電子後視鏡的重卡相比配備傳統後視鏡的車型，油耗可降低1.3%。假設一輛賓士卡車的油耗為28公升/百公里，燃油價格為7元/公升，年行駛里程為20萬公里，使用電子後視鏡每年可節省燃油成本5096元。海外主要CMS廠商Stoneridge、MEKRA Lang等均宣布其CMS產品可降低油耗約2%。

本報告對全球及中國電子後視鏡產業進行了研究分析，提供電子後視鏡應用實例、供應商及發展趨勢等資訊。

According to statistics from the ResearchInChina database, in the whole year of 2024, the installations of streaming media rearview mirrors in China's passenger car pre-installation market reached 647,000 units, a year-on-year increase of 11.5%. From January to May 2025, the installations of streaming media rearview mirrors reached 383,000 units, with a year-on-year growth of 86.2%. In terms of installation rate, from January to May 2025, that of streaming media rearview mirrors also increased, rising from 2.8% in the whole year of 2024 to 4.5%.

In terms of equipped models, from January to May 2025, there were a total of 114 passenger car models in China that were equipped with streaming media rearview mirrors and had sales volume. Among them, many models of multiple brands began to be equipped with streaming media rearview mirrors as standard. For example, the streaming media rearview mirror products of many popular models such as Xpeng P7+ / X9 are all provided by Yuanfeng Technology.

In terms of supplier share, Yuanfeng Technology has accounted for more than 55% of the market share for eight consecutive years. From January to May 2025, the market share of Yuanfeng Technology's streaming media rearview mirrors reached 59.0%, and it is expected to exceed 70% for the whole year of 2025. At present, Yuanfeng Technology's supporting customers include more than 15 domestic and foreign brands such as several leading emerging OEMs (including Xpeng), SAIC-GM, Great Wall Motor, GAC Trumpchi, and Mercedes-Benz, and it has cooperated in the mass production of more than 60 vehicle models.

At present, Yuanfeng Technology's streaming media rearview mirror has developed to the fifth generation. This product adopts an extremely narrow-bezel design, which balances ultra-high display screen brightness and extremely low system latency. Moreover, the fifth-generation product applies an AI image optimization algorithm to achieve effects such as super-sensitive noise reduction, night vision enhancement, rain and fog penetration, and super-resolution. It breaks through the image quality limit of traditional ISP image processing and realizes continuous optimization through continuous iterative learning.

2. Passenger Car CMS Transforms from Product Access to Product Upgrade

In terms of installations, CMS is still in a stage of slow growth. In 2024, there were only 5 passenger car models that were pre-installed with CMS and had sales volume. From January to May 2025, this number increased to 10. From July 2023, when CMS was approved for installation on vehicles, to May 2025, the cumulative assembly volume of CMS for passenger cars has not yet exceeded 10,000 units.

In contrast to the slow growth of assembly volume, users' acceptance of CMS is increasing. According to the vehicle usage reviews posted by users on platforms such as Autohome, Dongchedi, WeChat, and Xiaohongshu, the attractiveness of CMS to users mainly lies in the following aspects:

1.CMS has a more technological appearance.

2.Compared with traditional mirrors, CMS has better visibility in driving scenarios such as rainy days and nights.

3.When users check the vehicle conditions on the left and right rear sides, the position of the CMS display screen allows users to complete the observation with a small head rotation range. Moreover, since the left CMS display screen is closer to the steering wheel, users can almost complete the observation without turning their heads.

4.In scenarios such as reversing and turning, the field of view of CMS can be expanded compared with the normal mode.

CMS has now completed the process from scratch, and will gradually move towards the path of product iteration and upgrade in the future. From the perspective of the composition of CMS products, the future product upgrade may start from three aspects:

1. Camera: Advancing from 2MP to 5MP, or Even 8MP

As the "eyes" of the CMS system, the most fundamental requirement of the system is to see clearly and see far. The pixel of CMS cameras is upgrading from the early 1.2 - 2MP to 5MP or even 8MP.

According to the information disclosed by OFILM, it is currently developing 8MP CMS camera. Previously, OFILM launched a 2MP CMS camera with a heating function.

Another key technical indicator of the camera is HDR. To cope with extreme light change scenarios such as tunnel entrances and exits and strong night light, HDR has advanced from 120dB to 140dB. This ensures that images of the CMS system will not be overexposed or underexposed under any lighting conditions.

2. Display Screen: Developing from LCD to OLED and Mini LED

The display screen serves as the observation window for users. Users' demand for high-quality displays may drive the development of CMS display screens from LCD to OLED and Mini LED. At present, LCD is still used in some vehicle models due to its cost advantage. However, OLED has become the first choice for mid-to high-end CMS solutions because of its high contrast, wide viewing angle, and fast response time. In addition, Mini LED is also a cost-effective option. Its higher brightness and more precise local dimming capability can better suppress night glare and provide a display effect close to that of OLED.

3. System Upgrade

Regulations and user experience requirements have jointly promoted the improvement of system-level performance indicators. For example, regulations require that the imaging time be less than 55ms, the system latency be less than 200ms, and the minimum system frame rate be at least 30Hz (at least 15Hz under low-light conditions). All these indicator requirements are to ensure the fluency and real-time performance of the picture and avoid misjudgment by drivers due to latency or stuttering. At present, the system latency of CMS products of most manufacturers has basically been controlled within 60ms, and some manufacturers have even achieved 40ms. In addition, the system must have a complete fault detection and alarm mechanism to deal with extreme failure scenarios such as "black screen" and "picture freezing" and ensure functional safety.

Yuanfeng Technology's CMS has a pixel of more than 3MP. The product provides three types of display screens for selection, namely LCD, Mini LED, and OLED. Moreover, the display screen supports touch adjustment of angle, brightness, color temperature, and other parameters. The system is equipped with functional safety guarantees such as LED flicker suppression, picture delay detection, and picture freezing detection to ensure driving safety.

3. Commercial Vehicle CMS Gains Traction Faster, with Some Manufacturers' Cumulative Installation Volume Exceeding 10,000 Units

Compared with passenger cars, the advantage effect of CMS in commercial vehicles is more obvious. Taking the MirrorCam applied in Mercedes-Benz trucks as an example, according to the actual test of Mercedes-Benz trucks, heavy trucks equipped with electronic rearview mirrors can reduce fuel consumption by 1.3% compared with models with traditional rearview mirrors. Assuming that a Mercedes-Benz truck has a fuel consumption of 28 liters per 100 kilometers, with a fuel price of 7 yuan per liter and an annual driving distance of 200,000 kilometers, the use of electronic rearview mirrors can save 5,096 yuan in fuel costs per year. As leading foreign CMS manufacturers, Stoneridge and MEKRA Lang have both disclosed that their CMS products can reduce fuel consumption by about 2%.

The sales volume of Stoneridge's electronic rearview mirror MirrorEye was 54 million US dollars in 2023, and the revenue from electronic rearview mirrors reached 66 million US dollars in the whole year of 2024. It is expected that the revenue will reach 120 million US dollars in 2025. At present, Stoneridge has more than 40 North American fleet customers, and its commercial vehicle OEM users include manufacturers such as Daimler Freightliner, Volvo, DAF, Paccar, and Scania.

Domestic commercial vehicle CMS manufacturers include Yuxing Electronics, Senptec Electronics, Yuanfeng Technology, etc. Taking Yuxing Electronics as an example, its CMS products have now been matched with brands such as Foton Daimler, Yutong, Dongfeng Commercial Vehicles, and FAW Jiefang. According to the disclosed information, the designated amount of its CMS products has exceeded 1.5 billion yuan.

Senptec Electronics' CMS products are matched with brands such as Yutong, Higer, and BYD. According to the disclosure of Senptec Electronics, as of June 2025, the cumulative installation volume of its CMS products has exceeded 10,000 units.

Chapter 1 Overview of the Electronic Rearview Mirror Industry

Definition of Traditional Automotive Rearview Mirror Products
Definition of Electronic Rearview Mirror Products
Policies and Regulations for Electronic Rearview Mirrors: Global
Policies and Regulations for Electronic Rearview Mirrors: China
CMS Industry Chain
1.1 Electronic Interior Rearview Mirrors
Product Structure and Characteristics of Electronic Interior Rearview Mirrors
Installations and Installation Rate of Electronic Interior Rearview Mirrors in China's Passenger Car Market
Market Share of Electronic Interior Rearview Mirrors in China's Passenger Car Market (by Brand)
Installations and Installation Rate of Electronic Interior Rearview Mirrors in China's Passenger Car Market (by Independent Brand)
Installations and Installation Rate of Electronic Interior Rearview Mirrors in China's Passenger Car Market (by Joint Venture Brand)
Market Share of Electronic Interior Rearview Mirrors in China's Passenger Car Market (by Price)
Installations and Installation Rate of Electronic Interior Rearview Mirrors in China's Passenger Car Market (by Price)
Market Share of Electronic Interior Rearview Mirrors in China's Passenger Car Market (by Vehicle Class)
Installations and Installation Rate of Electronic Interior Rearview Mirrors in China's Passenger Car Market (by Vehicle Class)
Summary of Electronic Interior Rearview Mirror Manufacturers
1.2 Electronic Exterior Rearview Mirrors (Camera Mirror System, CMS)
Product Structure of CMS
Main Functions and Development Characteristics of CMS
Weight Explanation of Each Item in CMS Regulations
Core Content of CMS Regulation Tests
Component Performance of CMS
Panoramic Diagram of the CMS Industry Chain
Key Component 1 of CMS: Camera
Key Component 2 of CMS: Display
Technical Solutions for CMS
Industry Challenges and Difficulties of CMS
User Concerns about CMS
Summary of CMS Manufacturers: Passenger Cars (1)
Summary of CMS Manufacturers: Passenger Cars (2)
Summary of CMS Manufacturers: Commercial Vehicles (3)

Chapter 2 Application Cases of Electronic Rearview Mirrors

2.1 Application Cases of Electronic Interior Rearview Mirrors
Summary of Pre-installed Mass-Produced Vehicle Models with Electronic Interior Rearview Mirrors (1)
Summary of Pre-installed Mass-Produced Vehicle Models with Electronic Interior Rearview Mirrors (2)
Summary of Pre-installed Mass-Produced Vehicle Models with Electronic Interior Rearview Mirrors (3)
Application Vehicle Model Case of Electronic Interior Rearview Mirrors in SAIC Maxus
Application Vehicle Model Case of Electronic Interior Rearview Mirrors in Xpeng
Application Vehicle Model Case of Electronic Interior Rearview Mirrors in Avatr
Application Vehicle Model Case of Electronic Interior Rearview Mirrors in Avatr
Application Vehicle Model Case of Electronic Interior Rearview Mirrors in Li Auto
Application Vehicle Model Case of Electronic Interior Rearview Mirrors in Dongfeng eπ
Application Vehicle Model Case of Electronic Interior Rearview Mirrors in Polestar
Application Vehicle Model Case of Electronic Interior Rearview Mirrors in Honda
Application Vehicle Model Case of Electronic Interior Rearview Mirrors in AITO
2.2 Application Cases of CMS in Passenger Cars
Summary of Brands and Models Equipped with CMS (1)
Summary of Brands and Models with Optional CMS (2)

2.2.1 Geely Lotus
CMS Application Solution
CMS Application Vehicle Model Case (1)
CMS Application Vehicle Model Case (2)
CMS Application Vehicle Model Case (3)
2.2.2 Changan Avatr
CMS Application Solution
CMS Application Vehicle Model Case (1)
CMS Application Vehicle Model Case (2)
2.2.3 BAIC
CMS Application Solution
CMS Application Vehicle Model Case (1)
CMS Application Vehicle Model Case (2)
2.2.4 SAIC Maxus
CMS Application Solution (1)
CMS Application Solution (2)
CMS Application Vehicle Model Case
2.2.5 Dongfeng Motor
CMS Solution (1)
CMS Solution (2)
CMS Application Vehicle Model Case of Dongfeng Aeolus
Planned CMS Application Vehicle Model Case of Dongfeng Honda (1)
Planned CMS Application Vehicle Model Case of Dongfeng Honda (2)
2.2.6 BYD
Planned CMS Application Vehicle Model Case 1 of Yangwang
Planned CMS Application Vehicle Model Case 2 of Yangwang
Planned CMS Application Vehicle Model Case 3 of Denza
Conceptual Vehicle CMS Application Case of Fangchengbao
2.2.7 Honda
Planned CMS Application Vehicle Model Case 1
Planned CMS Application Vehicle Model Case 2
2.2.8 Others
CMS Application Vehicle Model Case of Hyundai Motor
CMS Application Case of Audi Concept Car
2.3 Application Cases of Electronic Interior Rearview Mirrors in Commercial Vehicles
Application Layout of CMS by Commercial Vehicle OEMs
2.3.1 Mercedes-Benz
Latest CMS Application Solution: Second-Generation MirrorCam (1)
Latest CMS Application Solution: Second-Generation MirrorCam (2)
Latest CMS Application Solution: Second-Generation MirrorCam (3)
Latest CMS Application Solution: Second-Generation MirrorCam (4)
CMS Application Vehicle Model Case 1
CMS Application Vehicle Model Case 2
CMS Application Vehicle Model Case 3
2.3.2 Volvo
CMS Application Solution
CMS Application Vehicle Model Case 1
CMS Application Vehicle Model Case 2
2.3.3 FAW Jiefang
CMS Application Solution
CMS Application Vehicle Model Case 1
CMS Application Vehicle Model Case 2
CMS Case of Concept Car
2.3.4 Yutong
CMS Application Vehicle Model Case 1
CMS Application Vehicle Model Case 2
CMS Application Vehicle Model Case 3
2.3.5 Others