從手機到車(chē)載領(lǐng)域，光學(xué)鏡頭行業(yè)找到了新的興奮點(diǎn)。

通過(guò)深入走訪(fǎng)了解，潮電智庫對目前車(chē)載鏡頭廠(chǎng)商做出月度出貨量數據統計分析，其中舜宇光學(xué)車(chē)載鏡頭出貨量全球第一，市場(chǎng)份額占比超過(guò)三成；聯(lián)創(chuàng )電子高端產(chǎn)品領(lǐng)銜市場(chǎng)，在技術(shù)端實(shí)現突破后，開(kāi)始以高舉高打的模式，不斷擴充產(chǎn)能以滿(mǎn)足市場(chǎng)需求。

2023年1-2月車(chē)載鏡頭TOP10廠(chǎng)商總出貨為28.42KK，其中舜宇光學(xué)以17.10KK位列榜首，聯(lián)創(chuàng )電子以技術(shù)流派位列第二，當然這也得益于新勢力車(chē)企的放量，在往期潮電智庫公開(kāi)的車(chē)載視覺(jué)系統拆解中，理想L9、蔚來(lái)ET7、飛凡R7、小鵬G9、極氪001等車(chē)型都見(jiàn)到了舜宇光學(xué)和聯(lián)創(chuàng )電子的身影。

國內某代表性鏡頭廠(chǎng)商高管告知潮電智庫，相比其他行業(yè)，車(chē)載鏡頭對產(chǎn)品的精度要求更高。“從研發(fā)、模具到模造玻璃，是對生產(chǎn)核心制造能力的考驗。”

潮電智庫調研數據表明，2022年中國乘用車(chē)市場(chǎng)（不含進(jìn)口車(chē)型）配備環(huán)視攝像頭的車(chē)型為609.8萬(wàn)輛，同比增長(cháng)31.7%；裝配率也從2021年的21.5%上升至30.6%。其中，中國自主品牌環(huán)視攝像頭裝配量448.5萬(wàn)輛，裝配率48.6%，遠高于德日美等外資品牌。

中國已是全球車(chē)載攝像頭市場(chǎng)的領(lǐng)跑者。從前視、后視、側視、內視到環(huán)視，不僅是各類(lèi)攝像頭力量的角逐場(chǎng)，更是車(chē)載視覺(jué)感知系統的新革命。

Ranking of vehicle camera lens shipment in January-February 2023

From mobile phones to the vehicle, the optical lens industry has found new hope.

Through in-depth visits, we have conducted monthly shipment data analysis on current car lens manufacturers. Among them, Sunny Optics has the world's largest shipment volume of car lenses, with a market share of over 30%; LCE leads the market in high-end products, and after achieving breakthroughs in technology, it continues to expand its production capacity to meet market demand through a high-flying model.

From January to February 2023, the total shipment of the top 10 vehicle lens manufacturers was 28.42KK, with Sunny Optics ranking first with 17.10KK, and LCE  ranking second with technology genre. Of course, this is also due to the expansion of new power car companies. In the dismantling of car vision systems publicly disclosed by Electrend  in the past, models such as the Li Auto L9, NIO ET7, Risingauto R7, Xiaopeng G9, and ZEEKR 001 have all seen the figures of Sunny Optics and LCE.

A representative lens manufacturer executive in China informed Electrend  that compared to other industries, vehicle lenses have higher requirements for product accuracy. From research and development, molds to glass molding, it is a test of core manufacturing capabilities in production.

According to research data from Electrend , the number of models equipped with proximity cameras in the Chinese passenger car market (excluding imported models) in 2022 was 6.098 million, a year-on-year increase of 31.7%; The assembly rate has also increased from 21.5% in 2021 to 30.6%. Among them, the assembly quantity of Chinese independent brand panoramic cameras is 4.485 million, with an assembly rate of 48.6%, far higher than foreign brands such as Germany, Japan, and the United States.

China has become the top in the global car camera market. From front view, rear view, side view, interior view to surround view, it is not only a competition for the power of various cameras, but also a new revolution in vehicle visual perception systems.