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1198392

智能手機相機鏡頭市場 - 增長、趨勢、COVID-19 的影響和預測 (2023-2028)

Smartphone Camera Lens Market - Growth, Trends, and Forecasts (2023 - 2028)

出版日期: | 出版商: Mordor Intelligence | 英文 120 Pages | 商品交期: 2-3個工作天內

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簡介目錄

在預測期內,智能手機相機鏡頭市場預計將以 8% 的複合年增長率增長。

智能手機製造商銷售穩定,市場需求激增。 然而,與歷史上限制供應鏈的需求曲線類似,當前的市場情景呈現供需失衡,限制了所研究市場的整體增長潛力。

主要亮點

  • 智能手機製造商開始關注相機質量,以實現更高的產品差異化。 由於消費者的需求以及從獨立相機向智能手機相機的轉變,現代智能手機中的相機正在以驚人的速度發展。 配備先進相機系統的最新智能手機的推出有望推動市場發展。 例如,Apple Inc. 於 2022 年 9 月發布的 iPhone 14 和 iPhone 14 Plus 配備了強大的攝像頭系統,其中包括全新的前置和後置 TrueDepth 攝像頭、具有獨特角度的超廣角攝像頭以及光子引擎。我正在做.
  • 由於智能手機在世界範圍內的普及,由於對相機質量的承諾和實現更高的產品差異化,預計這些智能手機對相機鏡頭的需求量很大。 由於消費者對更高圖像質量的需求以及從獨立相機向智能手機相機的轉變,安裝在智能手機中的相機正在快速發展。
  • 此外,Instagram 和 Snapchat 等社交媒體用戶越來越要求跟上產品攝影和人像攝影的最新趨勢,社交媒體影響者的激增正在推動對大光圈鏡頭的需求。我們支持招聘。 這也對市場增長產生了重大影響。
  • 此外,雙攝像頭和多攝像頭的趨勢越來越明顯。 這是智能手機的新技術,它是通過增加一個輔助攝像頭來實現的,而不會在設計方面犧牲太多,這是一個好兆頭。 我認為未來對雙攝像頭的需求是光明的。 雙鏡頭相機還可以通過改變每個鏡頭的焦距來提高變焦能力。
  • 創新功能和價格下降預計將進一步推動智能手機相機鏡頭市場。 中國、日本和印度等一些國家的低系統可用性和強勁的經濟增長預計將為亞太地區的智能手機相機鏡頭市場提供重要機會。 因此,智能手機需求的增長直接影響到智能手機相機鏡頭行業的消費。
  • 由於持續的 COVID-19 大流行,市場對供應鏈造成了相當大的破壞。 由於部分地區的智能手機銷量暴跌,對智能手機相機鏡頭的需求下降。 例如,在印度,智能手機銷量在 2021 年第二波 COVID-19 期間大幅下降。

智能手機相機鏡頭的市場趨勢

先進相機技術的引入推動了市場

  • 隨著對更薄智能手機的需求不斷增長,設備設計人員正在利用智能手機的高度和寬度,將更多攝像頭集成到智能手機中,從而打開了智能手機中多攝像頭鏡頭的市場。
  • 由於生活方式的改變使智能手機成為必需品而非奢侈品,因此智能手機相機鏡頭的需求量很大。 此外,隨著可支配收入的增加,有攝影等愛好的消費者更有可能購買。 因此,具有全系列相機鏡頭的高端智能手機的普及可能會增加。
  • 由於圖像穩定、數碼相機處理器速度更快以及存儲設備容量和速度顯著提高等技術進步,智能手機的銷量迅速增長。 例如,據愛立信稱,2026 年全球智能手機用戶數預計將達到 75.16 億。
  • 智能手機的主要創新方向之一仍然是光學技術。 遠攝變焦、夜間模式、超廣角和高圖像質量等改進為相機穩定性、厚度、光學分辨率等設定了更嚴格的標準。
  • 考慮到智能手機攝像頭數量的結構性增長以及高科技能力和資本密集度帶來的巨大進入壁壘,與其他組件子行業相比,光學鏡頭行業處於有利地位。我猜。

亞太地區將顯著增長

  • 最終用戶不斷增長的需求促使我們投資並加強我們在緊湊型相機組件方面的能力。 例如,小米的零部件供應商合力泰科技將在2019-2022年在印度投資2億美元,其中包括可能出售給小米的緊湊型相機零部件和電容式觸控面板模塊(CTP),我正計劃製造。
  • 移動用戶數量的增加也促進了區域市場的增長。 根據 GSMA 的數據,到 2025 年,亞太地區將佔全球所有新客戶的一半以上。 屆時,預計該地區將新增 2.66 億移動用戶,增至超過 30 億。
  • 中國的華為推出了一款 Android 智能手機,可以在使用雙攝像頭技術拍攝後重新對焦。 此功能是與中國科技公司和德國相機製造商徠卡合作實施的。
  • 亞太地區的大多數智能手機製造商都推出了具有高相機質量的智能手機,這也推動了市場創新。 例如,小米於 2022 年 4 月在印度發布的智能手機“12 Pro”具有三重後置攝像頭佈置,包括一個 50 像素超廣角傳感器、一個帶 OIS 的 50 像素主傳感器和一個 50 像素長焦傳感器。 前置32兆像素攝像頭,支持視頻、自拍、視頻通話。

智能手機相機鏡頭市場競爭者分析

智能手機相機鏡頭市場的競爭是溫和的。 有這麼多大大小小的參與者,它似乎正在走向一個稍微集中和分散的階段。 主要市場參與者包括 Ability Opto-Electronics Technology、AAC Technologies、Cowell Optics、IM、Kantatsu 等。 這些公司不斷創新並形成戰略合作夥伴關係以保持其市場份額。

2022年4月,Kosia Optics宣布將為三星提供鏡頭模組,用於Galaxy S智能手機系列,包括已推出的Galaxy S22系列。 該鏡頭模組用於Galaxy S智能手機系列人臉攝像頭。

2021 年 4 月,隨著 P50 Pro 的發布,華為部署了一個專用的 40 兆像素單色傳感器,與主 50 兆像素全色傳感器配合使用可降低圖像噪點並增強細節。

其他好處

  • Excel 格式的市場預測 (ME) 表
  • 三個月的分析師支持

內容

第1章介紹

  • 研究假設和市場定義
  • 調查範圍

第2章研究方法論

第 3 章執行摘要

第4章市場動態

  • 市場概覽
  • 產業吸引力 - 波特五力分析
    • 買家的議價能力
    • 供應商的議價能力
    • 新進入者的威脅
    • 替代品的威脅
    • 競爭公司之間的敵對關係
  • COVID-19 對智能手機相機鏡頭市場的影響
  • 市場驅動因素
    • 多攝像頭方法的演變和先進攝像頭技術的引入
  • 市場挑戰
    • 智能手機銷售放緩,價格競爭加劇

第 5 章市場細分

  • 按地區
    • 亞太地區
    • 美洲
    • 歐洲

第6章廠商排名分析

第7章競爭格局

  • 公司簡介
    • Ability Opto-Electronics Technology Co. Ltd
    • AAC Technologies
    • Cowell Optics
    • IM Co. Ltd
    • Kantatsu Co. Ltd
    • SEKONIX Co. Ltd
    • Genius Electronic Optical(GSEO)
    • Sunny Optical Technology Company Limited
    • Largan Precision Company Limited
    • Union Optech(Zhongshan)Co. Ltd
    • Kinko Optical Co. Ltd
    • Haesung Optics

第8章 投資分析及機會

簡介目錄
Product Code: 72127

The smartphone camera lens market is expected to register a CAGR of 8% during the forecast period. The market demand is surging, with stable sales registered by several smartphone manufacturers. However, similar to the historically undulating demand curve with supply chain restrictions, the current market scenario indicates a demand-supply in-equilibrium that delimits the overall growth potential of the market studied.

Key Highlights

  • Smartphone manufacturers have started focusing on the quality of their cameras to achieve higher product differentiation. The cameras in the latest smartphones are evolving at a breakneck pace, owing to the demand of consumers and a shift in trend from using standalone cameras to smartphone cameras. The introduction of the latest smartphones with advanced camera systems is expected to propel the market. For instance, in September 2022, Apple Inc. introduced iPhone 14 and iPhone 14 Plus, featuring a strong camera system that includes new TrueDepth cameras on the front and back, an Ultra Wide camera for unique angles, and a Photonic Engine.
  • The massive growth in smartphones worldwide is expected to create massive demand for camera lenses for these smartphones due to the growing focus on the quality of their cameras and achieving higher product differentiation. The cameras in smartphones are evolving at a rapid pace, owing to the demand from consumers for better picture quality and a gradual shift in trend from using standalone cameras to smartphone cameras.
  • Moreover, the growing demand for social media users to keep par with the latest trends, like Instagram and Snapchat, with product photography or portrait photography, coupled with a massive growth of social media influencers are augmenting the adoption of a lens with a wider aperture. This also made a significant impact on the growth of the market.
  • There is also an increasing trend for dual-camera or multiple cameras. This is a new technology for smartphones, which is attained by adding a secondary camera without sacrificing much in the way of design is a good sign. In the future, the demand for dual-camera systems will be bright. A dual-lens camera may also improve zoom capability by having a different focal length on each lens.
  • Innovative features and a decline in prices are expected to further propel the smartphone camera lens market. The availability of systems at a low price and robust economic growth in some countries, such as China, Japan, and India, is likely to offer significant opportunities to the smartphone camera lens market in the Asia-Pacific. Thus, the growth in smartphone demand is directly impacting the consumption of the smartphone camera lens industry.
  • Due to the ongoing COVID-19 pandemic, the market witnessed considerable disruptions in the supply chain. The demand for smartphone camera lenses decreased with a steep nosedive in smartphone sales in a few regions. For instance, in India, the sales of smartphones dropped considerably during the second COVID-19 wave in 2021.

Smartphone Camera Lens Market Trends

Introduction of Advanced Camera Technologies to Drive the Market

  • With the constant increase in demand for a slimmer smartphone, the designers of the devices have made use of the larger height and width of phones by building the increased number of cameras in the phone, creating a market for multiple camera lenses in the smartphone.
  • Smartphone camera lenses remain in great demand due to a shift in people's lifestyles in which possessing a smartphone is no longer a luxury but a necessity. Increasing disposable income raises the likelihood of consumers purchasing hobbies like photography. This may result in increased adoption of high-end smartphones with better camera lenses.
  • The sale of smartphones increased rapidly due to evolving technology, such as image stabilization, faster processors for digital cameras, and a significant increase in storage devices capacity and improved speed. For instance, according to Ericsson, worldwide smartphone subscription is expected to reach 7,516 million units by 2026.
  • One of the key direction for smartphone innovations continue to be optics. The upgrade in tele-zoom, night mode, ultra-wide-angle, and high image resolution features have set more demanding standards for camera stability, height thickness, and optical resolution.
  • The optical lens industry is better-placed relative to other component sub-sectors in light of the structural growth of the number of cameras in smartphones and significant entry barriers created by high technological capabilities and capital intensity.

Asia-Pacific to Witness Significant Growth

  • The increasing demand from end-user manufacturers motivates market suppliers to enhance their investment and capabilities for compact camera components. For instance, Holitech Technology, a component supplier of Xiaomi, planned to invest USD 200 million from 2019-2022 in India to manufacture compact camera components, capacitive touch screen modules (CTP), etc., which may be sold to Xiaomi.
  • The growing mobile subscribers have also contributed to the regional market's growth. According to GSMA, by 2025, Asia-Pacific will represent over half of all new customers worldwide; by then, it is expected that 266 million additional mobile subscribers to be linked across the region, increasing the number to over 3 billion.
  • Huawei, a China-based company, launched an Android smartphone that uses dual-camera technology to let owners refocus photos after they have been taken. The feature is being implemented by the collaboration between the Chinese tech firm and German camera maker Leica.
  • The majority of smartphone manufacturers in the Asia-Pacific region launching smartphones with high camera quality are also driving innovation in the market. For example, in April 2022, Xiaomi launched the 12 Pro smartphone in India, featuring a triple rear camera arrangement consisting of a 50-megapixel ultra-wide-angle sensor, a 50-megapixel main sensor having OIS, and a 50-megapixel telephoto sensor. The smartphone boasts a 32-megapixel camera on the front for videos, selfies, and video calls.

Smartphone Camera Lens Market Competitor Analysis

The smartphone camera lens market is moderately competitive. It appears to be mildly concentrated, moving toward the fragmented stage due to the presence of many large and small players in the market. Some of the major market players include Ability Opto-Electronics Technology Co. Ltd., AAC Technologies, Cowell Optics, IM Co. Ltd., and Kantatsu Co. Ltd., among others. These companies keep innovating and entering into strategic partnerships to retain their market share.

April 2022, Coasia Optics announced the provision of a lens module to Samsung for usage on the Galaxy S smartphone series, beginning with the introduced Galaxy S22 series. The lens module would be utilized for the face camera on the Galaxy S smartphone series.

April 2021, with the launch of the P50 Pro, Huawei deployed a 40-megapixel monochrome-only sensor that reduces image noise and enhances detail when used in conjunction with the main 50-megapixel full-color sensor.

Additional Benefits:

  • The market estimate (ME) sheet in Excel format
  • 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

  • 1.1 Study Assumptions and Market Definition
  • 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET DYNAMICS

  • 4.1 Market Overview
  • 4.2 Industry Attractiveness - Porter's Five Forces Analysis
    • 4.2.1 Bargaining Power of Buyers
    • 4.2.2 Bargaining Power of Suppliers
    • 4.2.3 Threat of New Entrants
    • 4.2.4 Threat of Substitute Products
    • 4.2.5 Intensity of Competitive Rivalry
  • 4.3 Impact of COVID-19 on the Smartphone Camera Lens Market
  • 4.4 Market Drivers
    • 4.4.1 Evolution of Multiple Camera Approaches and Introduction of Advanced Camera Technologies
  • 4.5 Market Challenges
    • 4.5.1 Slow Down of Smartphone Sales and Increasing Pricing Competition

5 MARKET SEGMENTATION

  • 5.1 By Geography
    • 5.1.1 Asia-Pacific
    • 5.1.2 Americas
    • 5.1.3 Europe

6 VENDOR RANKING ANALYSIS

7 COMPETITIVE LANDSCAPE

  • 7.1 Company Profiles
    • 7.1.1 Ability Opto-Electronics Technology Co. Ltd
    • 7.1.2 AAC Technologies
    • 7.1.3 Cowell Optics
    • 7.1.4 IM Co. Ltd
    • 7.1.5 Kantatsu Co. Ltd 
    • 7.1.6 SEKONIX Co. Ltd
    • 7.1.7 Genius Electronic Optical (GSEO)
    • 7.1.8 Sunny Optical Technology Company Limited
    • 7.1.9 Largan Precision Company Limited
    • 7.1.10 Union Optech (Zhongshan) Co. Ltd
    • 7.1.11 Kinko Optical Co. Ltd
    • 7.1.12 Haesung Optics

8 INVESTMENT ANALYSIS AND OPPORTUNITIES