Analysis of the status and trends of vehicle cameras

Computer vision refers to the use of computers and related equipment to simulate human vision systems, and to process the collected pictures or videos to obtain three-dimensional information of the corresponding scene, in order to adapt to, understand the external environment and control its own movement. The purpose of computer vision is to replace the human eye with a machine to solve the three major problems of object recognition, object shape and orientation confirmation, and object motion judgment. In the field of artificial intelligence, computer vision is favored by capital, and a quarter of the financing amount of the industry flows into the field of computer vision and imaging. In the context of tight market liquidity this year, the concept of computer vision in the field of AI venture capital has continued. With the continuous improvement of people's demand for driving safety levels, and the continuous maturity of ADAS-related technologies, ADAS The market showed explosive growth. At present, many countries are beginning to consider forcing new cars to adopt certain ADAS technologies. The US Highway Safety Administration even recommends that new cars in the United States be compulsorily installed with an ADAS system by 2022. It is expected that by 2025, ADAS will basically cover the front-loading market, with an overall market size of nearly 30 billion euros. Under the combined effect of many favorable factors such as the upgrading of the consumption structure, increasing demand for car purchases of the middle class, and further liberalization of related policies, the penetration rate of ADAS will increase overall. It is conservatively estimated that the size of China's ADAS market will reach more than 20 billion yuan in 2020. It is expected that the global automotive sensor market size will reach USD 2.38 billion in 2022, with a compound annual growth rate of 14%, of which the visual sensor market will reach a compound annual growth rate of 24%, accounting for nearly 1/3. The vehicle camera mainly includes an inner view camera, a rear view camera, a front view camera, a side view camera, and a surround view camera. At present, the camera is mainly used in the car for reversing images (rear view) and 360-degree panorama (surround view). Up to 8 cameras equipped with various auxiliary equipment of high-end cars are used to assist the driver in parking or trigger emergency braking. Overcoming visual blind spots has become a consensus in the field of traffic safety. In order to overcome blind spots, the number of new cameras in cars will be more than four. The automotive camera market is relatively mature, and the industry's barriers are module packaging technology and customer channels. At present, the leading camera manufacturers in the industry occupy a large market share and are not easily eaten by new entrants. CMOS is the light-receiving element of the camera. Compared with the CCD light-receiving element, the imaging quality is slightly worse, but the cost is lower and the power is also saved. It is widely used in the field of automotive cameras with low pixel requirements. At present, mobile phone cameras also use CMOS sensors, which is one of the reasons why mobile phone camera manufacturers seek to enter the field of car camera. Compared with consumer electronics such as mobile phone cameras and industrial electronics for industrial vision, the existence of security issues makes automotive cameras require higher stability and specifications, the module packaging process is more complicated, and the technical barriers are higher, especially the dispensing process. difficulty. Although the industry's market concentration is higher than that of mobile phone cameras, from the perspective of enterprises, there is no excessive concentration. Panasonic occupies a large share, and the market share of other top ten manufacturers is very close. At present, the camera module packaging market is basically dominated by Japanese and Korean manufacturers. Domestic companies such as Sunny Optical and Ophelia have a high market share in the field of mobile phone camera packaging. They have certain process experience and have also entered the automotive camera module packaging industry. There are also domestic unlisted companies such as Tongzhi Electronics, Shenzhen Haoen, and Suzhou Zhihua engaged in packaging business, but the overall scale is small and it is difficult to compete with Japan and South Korea. At present, most of the companies that carry out intelligent driving visual algorithms in China are start-ups. Especially when the concepts of driverless and artificial intelligence are sought after by capital, algorithm companies are constantly emerging. Many companies claim to be involved in the field of ADAS vision, but they only make products with relatively low-end driving recorders, reversing cameras and other products. Fewer companies have core technologies and commercial algorithms, not to mention ADAS. There is still a long way for people to drive. The current global ADAS penetration rate is still not high, and China is far below the global average. However, from the perspective of technological maturity or the gradual opening of policies, it can be clearly foreseen that the penetration rate of ADAS will continue to increase in the next 3-5 years. As an indispensable part of the ADAS system, the camera can take the lead in ADAS popularity with its cost advantage. In the development of ADAS, the rise of binocular solutions and the overcoming of blind spots will increase the number of on-board cameras. It is expected that the number of cameras on cars will reach more than 12 in the future, and the demand for models above L3 is higher.