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感測器

市場調查報告書

商品編碼

1894901

紅外線感測應用市場與品牌策略（2026 年）

2026 Infrared Sensing Application Market and Branding Strategies

出版日期: 2026年01月01日 | 出版商:

TrendForce | 英文 168 Pages | 商品交期: 最快1-2個工作天內

價格

簡介目錄

多種因素正在推動紅外線感測市場的擴張。基於消費性電子、DMS/OMS、汽車和工業自動化應用（例如雷射雷達），用於紅外線感測的紅外線LED、VCSEL和EEL的市場規模預計到2030年將達到22.14億美元。

主題1：消費性電子

主題2：智慧座艙/ADAS - 駕駛/乘員監控系統 (DMS/OMS)

歐盟通用安全法規將要求自2026年7月7日起，所有新乘用車、卡車和巴士必須安裝ADDW系統。此外，豪華車輛現在必須配備駕駛監控系統，以防止事故和其他操作失誤，以及ADAS/自動駕駛L2及以上系統。汽車製造商對這項法規的回應無疑地推動了市場對駕駛員/乘員監控系統的需求。然而，由於汽車市場競爭激烈，紅外線LED市場的價格壓力依然強勁。

主題3：汽車自動化 - 自動駕駛

面對市場競爭，汽車製造商正積極推廣配備先進技術的高附加價值產品（例如，ADB頭燈、全寬/迷你LED尾燈）。他們也在推廣將雷射雷達應用於ADAS/L3級自動駕駛系統（例如，高速公路駕駛輔助系統），以提高駕駛安全性並增強自動緊急煞車（AEB）性能。主要廠商包括沃爾沃、通用汽車、奧迪、福斯、寶馬、現代、紅旗、長安、理想汽車、愛拓、蔚來、豐田和日產。汽車光達也被應用於L4-L5級自動駕駛的自動駕駛公車、無人駕駛計程車和卡車，主要用於短程和點對點運輸。這有助於緩解勞動力短缺，降低勞動力和運輸成本。

主題 4：工業自動化與人形機器人

工業光達正被應用於機器人、工業製造流程、物流和安全防護領域。電子商務產業的快速發展增加了工廠內部的配送和運輸量，而消費者對快速且便利的配送服務的需求也不斷成長。這使得速度成為物流公司成功的關鍵因素，同時也增加了最後一公里配送的難度。電子商務和物流公司越來越需要配送機器人來降低最後一公里配送成本並提高效率。

因此，2026 年將標誌著機器人產業進入一個新階段，其特點是人工智慧驅動的人形機器人將專注於實際應用。人形機器人依靠各種感測器與周圍環境互動。雖然具體感測器會因設計要求而異，但這些感測器可以進行定制，以模擬人類的感官功能。

主題 5：光通訊

隨著生成式人工智慧的興起，資料中心對傳輸速度的需求顯著增長。據 TrendForce 稱，400Gbps 及以下的資料傳輸速度已被雲端服務供應商 (CSP) 資料中心廣泛採用。同時，預計 800Gbps 和 1.6Tbps 將成為 2025 年至 2026 年市場需求的重要成長驅動力。

本報告探討並分析了紅外線感測應用市場，並提供了對該市場商業和行銷策略的全面見解。

2026年紅外線感測應用市場 - 產品分析概述
紅外線感測市場規模分析 - 紅外線LED/VCSEL/EEL（2026-2030）
紅外線感測公司收入 - 紅外線LED/VCSEL/EEL（2023-2025）
消費性電子3D感測 - 模組與VCSEL（2026-2030）
消費性電子3D感測 - VCSEL與VCSEL晶片（2026-2030）
汽車/工業光達市場 - 光達與光達雷射（2026-2030）
紅外線LED市場規模分析 - 安防監控（2026-2030）

第二章：消費性電子產品

消費性電子產品 - 紅外線感測技術概述
消費性電子產品品牌策略路線圖（2024-2030）

第二章：1. 3D感測

3D感測技術概述
飛行時間（ToF）技術分析
iPhone 17中的結構光 - 產品、成本與供應鏈
iPhone 17 Pro中的雷射雷達掃描器 - 產品、成本和供應鏈
iPhone Pro（2026） - 預計螢幕下3D感測技術規格
消費性電子產品3D感測技術的機會市場
3D感測產品規格及供應鏈（2022-2025）
模組市場規模 - 消費性電子3D感測（2026-2030）
VCSEL市場規模 - 消費性電子3D感測（2026-2030）
VCSEL晶片市場規模 - 消費性電子3D感測（2026-2030）
VCSEL技術路線圖
3D感測應用創新推動VCSEL/EEL技術發展
VCSEL晶片價格趨勢（2018-2030）

第二章：接近感測器

接近感測器規格及價格趨勢分析（2026）
接近感測器市場規模分析（2026-2030）

第二章 3. 生物感測

生理參數測量與疾病分析
心率與血氧濃度 - 光學感測原理
血壓與體液平衡 - 光學感測原理
生物感測測量位置概述
Apple Watch Series 11 - PPG 產品、成本與供應鏈
Apple AirPods Pro 3 - 皮膚偵測感應器產品、成本與供應鏈
Samsung Galaxy Watch 8 - PPG 產品、成本與供應鏈
Samsung Galaxy Buds 4 Pro - 皮膚偵測感應器產品、成本和供應鏈
智慧戒指生物感測趨勢
生物感測系統市場趨勢
生物感測市場規模分析 - 模組（2026-2030）
生物感測市場規模分析 - 分離式 LED（2026-2030）
生物感測市場潛力
短波紅外線 (SWIR)
SWIR LED 規格分析
SWIR LED/InGaAs 光電二極體定價分析（2022-2025）

第二章、第四章：NB 人臉辨識

2.5D 人臉辨識的優勢
NB (2.5D) 臉部辨識 - 紅外線 LED 規格與供應鏈
NB (2.5D) 人臉辨識會採用 VSCEL 技術嗎？
紅外線LED市場規模分析 - NB (2.5D) 人臉辨識 (2026-2030)

第二章、第五章：眼動追蹤

AR/VR/MR - 光學感測與顯示技術
眼動追蹤優勢分析
眼動追蹤應用市場
眼動追蹤品牌與產品規格
AR/VR/MR 產業 - 資本投資、併購、策略聯盟與供應鏈合作
眼動追蹤技術演進與品牌專利策略
AR/VR/MR 市場出貨量分析 (2026-2030)
紅外線LED市場規模分析 - 眼動追蹤 (2026-2030)

第三章：駕駛/乘客監控系統

駕駛分析
智慧型駕駛艙 - 從現在到未來
主動/被動感測分析
駕駛員監控系統 - 法規與政策
駕駛/乘員監控系統 - 功能分析
駕駛/乘員監控系統 - 2.5D 規格分析
駕駛/乘員監控系統 - 3D 感測規格分析
駕駛/乘員監控系統 - 感測器融合分析
OEM 策略與供應鏈
DMS/OMS - 汽車出貨量與滲透率 (2026-2030)
紅外線 LED/VCSEL 市場規模分析 - DMS/OMS (2026-2030)
紅外線 LED/VCSEL 需求市場與公司收入分析 - DMS/OMS
紅外線 LED 產品規格分析 - ams 歐司朗
VCSEL 產品規格分析 - ams 歐司朗
紅外線LED/VCSEL 產品規格分析 - Stanley
駕駛/乘員監控系統市場概況分析

第四章汽車/工業自動化

光達應用市場定義
汽車/工業光達市場規模分析（2026-2030）
光達成像技術概述
光達產品規格與定價分析
雷射雷達市場概況分析

第四章，第一部分：汽車自動化

ADAS/自動駕駛 - OEM 策略聯盟分析
ADAS/自動駕駛路線圖與供應鏈（2021-2026）
L4-L5 級自動駕駛市場概況分析
汽車感測分析 - 光達、雷達和攝影機
光達產品需求 - 駕駛場景分析

第四章 2. 工業自動化

工業光達應用市場
人形機器人市場展望（2026）
人形機器人 - 紅外線感測解決方案
配送光達
消費性電子光達（掃地機器人/呼叫中心）（Panion Robot）

第四章，第三部分：光達雷射與光電偵測器

雷射雷達雷射市場規模 - 應用分析（2026-2030）
雷射雷達雷射市場規模 - 產品分析（2026-2030）
光達光電偵測器市場規模 - 產品分析（2026-2030）
雷射雷達雷射 - EEL/VCSEL 綜合分析
汽車雷射雷達雷射 (EEL) 分析
汽車雷射雷達雷射 (VCSEL) 分析
工業光達雷射分析
雷射雷達雷射公司 - 主要客戶列表
光達光電探測器分析
光達雷射/光電偵測器公司列表

第五章光通訊產品趨勢與供應鏈分析

資料中心升級刺激光通訊市場需求
光通訊市場發展（2025-2026）
CSP 資料中心路線圖 - NVIDIA、Google、Amazon
CSP 資料中心路線圖 - Microsoft、Meta、Oracle
800Gbps 與 1.6Tbps 收發器產品趨勢
收發器與 SiPh CPO 的比較
SiPh CPO 技術挑戰分析
光通訊 - 收發器 vs. SiPh CPO vs. Micro LED CPO
光通訊 - Micro LED/VCSEL/CW LD (SiPh CPO)/EML
Micro LED 光互連的機會與挑戰
ML、CW LD 和 InGaAs 光電二極體價格調查（2025）
光通訊市場分析景觀

簡介目錄

According to the report "TrendForce 2026 Infrared Sensing Application Market and Branding Strategies," driven by brands' strategic planning, five key themes are projected to unfold steadily between 2026 and 2030.

(1) consumer electronics, including under-display 3D sensing, under-display proximity sensors, and bio-sensing
(2) smart cockpit / ADAS- driver / occupant monitoring systems (DMS/OMS)
(3) automotive automation- autonomous driving
(4) industrial automation and humanoid robots
(5) optical communication

Various factors are helping to expand the market scale of infrared sensing applications. Based on consumer electronics, DMS/OMS, automotive and industrial automation applications such as LiDAR, TrendForce forecasts that the IR LED, VCSEL, and EEL market scale for infrared sensing applications will climb to USD 2.214 billion by 2030.

Topic One: Consumer Electronics

Under-Display 3D Sensing: Apple is expected to adopt Dual-Junction VCSELs, and introduce under-display 3D sensing in the 2026 model of iPhone Pro using mature processes. Moreover, brands like Apple and Meta are planning to launch AR glasses between 2028 and 2030, leveraging 3D sensing to enable real-time interaction between virtual and real environments, thereby opening up significant business opportunities.

Under-Display Proximity Sensors: By adopting LTPO panels and adjusting timings to avoid the refresh rate of OLED screens (144Hz), smartphone brands can reduce white spot artifacts. This factor also led Apple to cancel the development of its 1,130nm SWIR VCSEL under-display proximity sensor. Meanwhile, in order to improve screen-to-body ratio, the 2026 iPhone Pro will not only use under-display 3D sensing but may also place 1D/2D ToF sensors under the screen. Other brands mostly use 940nm VCSEL under-display proximity sensors, such as Samsung, OPPO, vivo, Transsion, Xiaomi, ZTE, Huawei, Honor, and Motorola.

Bio-Sensing: Apple Watch Series 11 have been incorporated with the new feature of blood pressure detection in 2025 through improvement of algorithms under the existing hardware, while AirPods Pro 3 is now included with skin-detect sensor and heart rate monitoring. Samsung's Galaxy Watch 8 and Galaxy Buds 4 Pro, under optimization on software and hardware, are maintaining the bio-sensing features from previous generations. For the long term, next-gen bio-sensing features, including body hydration, blood lipids, and blood alcohol concentration (BAC), could potentially be incorporated into smart watches of Apple and Samsung in between 2029 and 2030.

Eye Tracking: The advantages of eye tracking include intuitive visual experience, eye-triggered interactive interfaces, automatic interpupillary distance (IPD) adjustment, identity verification, and mobile payment are also expected to be integrated with Micro LED displays in AR glasses. Brands such as Apple, Meta, Samsung, Amazon, and Google are likely to adopt these technologies.

Topic Two: Smart Cockpit / ADAS- Driver / Occupant Monitoring Systems (DMS/OMS)

The EU General Safety Regulation stipulates that new passenger cars, trucks, and buses must be equipped with ADDW systems starting from July 7, 2026. Additionally, ADAS / autonomous driving Level 2 and above must be installed in high-end vehicles along with driver monitoring systems to prevent misuse that could lead to accidents and disputes. Carmakers' response to the policy has indeed driven the demand for driver/occupant monitoring systems in the market. However, due to the intense competition in the automotive market, the price pressure in the IR LED market has not eased.

Topic Three: Automotive Automation - Autonomous Driving

Automakers, facing market competition, are actively marketing high value-added products engineered with advanced technologies, such as ADB headlights, and full-width / Mini LED taillights. They have also been applying LiDAR to ADAS / autonomous driving Level 3 (e.g., Highway Pilot), aiming to enhance driving safety and autonomous emergency braking (AEB) performance. Leading players include Volvo, General Motors, Audi, Volkswagen, BMW, Hyundai, Hongqi, Changan, Li Auto, AITO, NIO, Toyota, and Nissan. Automotive LiDAR is also applied in autonomous buses, robo-taxis, and autonomous trucks with autonomous driving Level 4-5 mainly for shuttling and point-to-point transportation. This helps address labor shortages and save personnel and transportation costs.

Topic Four: Industrial Automation and Humanoid Robots

Industrial LiDAR is applied in robots, industrial manufacturing processes, logistics, and safety protection. With the rapid growth of the e-commerce industry, distribution and transportation within factories have increased, while consumer demand for fast and convenient delivery services continues to rise. This has made speed a crucial factor in determining success for logistics companies in e-commerce, while also making last-mile delivery more challenging. E-commerce and logistics companies, aiming to reduce last-mile delivery costs and improve efficiency, are increasingly demanding more delivery robots.

The year 2026 will therefore mark a new phase in the robotics industry, characterized by humanoid robots that are driven by AI and focused on practical applications. Humanoid robots rely on various sensors to interact with their surrounding environment. The specific sensors vary according to design requirements. These sensors can be aligned with the simulation of human sensory functions.

Topic Five: Optical Communications

In response to the rise of generative AI, data centers are facing a significant increase in transmission rate demands. According to TrendForce, data transmission rates of less than or equal to 400 Gbps have already been widely adopted in the data centers of Cloud Service Providers (CSPs). Meanwhile, 800 Gbps and 1.6 Tbps will be the main drivers of market demand growth from 2025 onwards and continue into 2026. NVIDIA's goals for SiPh CPO products include: 1. Low cost (< USD 0.1 / Gbps); 2. Low power consumption (< 1.5 pJ/bit); Long distance (> 1 km); Small form factor (>0.5 Tbps/mm2); High reliability (< 10 FIT). Among these, Micro LED CPO is expected to align with SiPh CPO goals in terms of low cost, low power consumption, small form factor, and high reliability.

TrendForce analyzes the market scale, opportunities and challenges, and product specifications and pricing for infrared sensing applications. These analyses are based on brand manufacturers' strategies and the latest developments across supply chains. The report aims to provide readers with a comprehensive insight into business and marketing strategies in the infrared sensing application market.

Chapter 1. Infrared Sensing Market Scale Analysis

2026 Infrared Sensing Application Market- Product Analysis Overview
2026-2030 Infrared Sensing Market Scale Analysis- IR LED / VCSEL / EEL
2023-2025(E) Infrared Sensing Player Revenue- IR LED / VCSEL / EEL
2026-2030 Consumer Electronics 3D Sensing- Module vs. VCSEL
2026-2030 Consumer Electronics 3D Sensing- VCSEL vs. VCSEL Chip
2026-2030 Automotive / Industrial LiDAR Market- LiDAR vs. LiDAR Laser
2026-2030 IR LED Market Scale Analysis- Security Surveillance

Chapter 2. Consumer Electronics

Consumer Electronics- Infrared Sensing Technology Overview
2024-2030 Consumer Electronics Brand Strategy Roadmap

2.1 3D Sensing

3D Sensing Technology Overview
Time of Flight Technology Analysis
iPhone 17 Structured Light- Product, Cost, and Supply Chain
iPhone 17 Pro LiDAR Scanner- Product, Cost, and Supply Chain
iPhone Pro (2026)- Under-Display 3D Sensing Specification Estimates
Consumer Electronics 3D Sensing Market Opportunities
2022-2025 3D Sensing Product Specification and Supply Chain
2026-2030 Module Market Scale- Consumer Electronics 3D Sensing
2026-2030 VCSEL Market Scale- Consumer Electronics 3D Sensing
2026-2030 VCSEL Chip Market Scale- Consumer Electronics 3D Sensing
VCSEL Technology Roadmap
3D Sensing Application Innovation Drives VCSEL / EEL Technologies
2018-2030 VCSEL Chip Price Trend

2.2 Proximity Sensor

2026(E) Proximity Sensor Specifications and Price Trend Analysis
2026-2030 Proximity Sensor Market Scale Analysis

2.3 Bio-Sensing

Physiological Parameter Measurement and Disease Analysis
Heart Rate vs. Blood Oxygen- Optical Sensing Principle
Blood Pressure vs. Body Hydration- Optical Sensing Principle
Bio-Sensing Measurement Location Overview
Apple Watch Series 11- PPG Product, Cost, and Supply Chain
Apple AirPods Pro 3- Skin-Detect Sensor Product, Cost, and Supply Chain
Samsung Galaxy Watch 8- PPG Product, Cost, and Supply Chain
Samsung Galaxy Buds 4 Pro- Skin-Detect Sensor Product, Cost, Supply Chain
Smart Ring Bio-Sensing Trend
Bio-Sensing System Market Landscape
2026-2030 Bio-Sensing Market Scale Analysis- Module
2026-2030 Bio-Sensing Market Scale Analysis- Discrete LED
Bio-Sensing Market Potential
Short Wave Infrared (SWIR)
SWIR LED Specification Analysis
2022-2025 SWIR LED / InGaAs Photodiode Price Analysis

2.4 NB Facial Recognition

2.5D Face ID Advantages
NB (2.5D) Facial Recognition- IR LED Specification and Supply Chain
Will NB (2.5D) Facial Recognition Come with VSCEL Technology?
2026-2030 IR LED Market Scale Analysis- NB (2.5D) Facial Recognition

2.5 Eye Tracking

AR/VR/MR- Optical Sensing and Display Technologies
Eye Tracking Advantage Analysis
Eye Tracking Application Markets
Eye Tracking Brands and Product Specifications
AR/VR/MR Industry- Capital Investment, M&A, Strategic Alliance, Supply Chain Cooperation
Eye Tracking Technology Evolution and Brand Patent Strategies
2026-2030 AR/VR/MR Market Shipment Analysis
2026-2030 IR LED Market Scale Analysis- Eye Tracking