3D 傳感器市場 - 增長、趨勢、COVID-19 影響和預測 (2023-2028)

在預測期內，3D 傳感器市場預計將以 18% 的複合年增長率增長。

3D 技術的採用正在各個工業領域取得進展，並且正在開發可以測量形狀的實時傳感器。 先進的技術縮小了曾經笨重的設備的尺寸。 此外，快速的技術進步在使用這些傳感器的各個工業領域開闢了許多新的應用。

主要亮點

• 提高傳感器與物聯網平台的兼容性正成為促進遠程監控的先決條件。 物聯網連接的消費電子產品為工業、醫療、消費電子產品和汽車等應用中的傳感器開闢了巨大的可能性。 根據思科的年度互聯網報告，到 2023 年將有近 300 億個連接設備和連接，高於 2018 年的 184 億。 到 2023 年，物聯網設備將佔所有聯網設備的 50%（147 億），高於 2018 年的 33%（61 億）。 此類物聯網設備的增加預計將推動研究目標市場的增長。
• 此外，政府針對智能家居和建築的舉措正在推動 3D 傳感器的採用。 最近，利茲、薩頓和裡士滿議會推進了家庭物聯網技術，以更好地支持他們的居民並提高服務效率。 此外，2022 年 7 月，Senet, Inc. 和數據分析軟件、低功耗廣域網 (LPWAN) 無線通信公司 Iota Communications, Inc. 宣布成立合資企業，以加速智能基礎設施 3D 傳感器的採用。宣佈建立合作夥伴關係，通過 LoRaWAN 提供超過 915 MHz 未許可頻譜和 IotaComm 的 800 MHz FCC 許可頻譜的網絡連接。
• 預計對消費電子產品的需求不斷增長將為公司增加收入提供機會。 此外，可支配收入的增加、5G的出現以及電信基礎設施的發展等多種因素正在推動全球對智能手機的需求激增。 例如，根據愛立信的數據，全球智能手機用戶數為 62.59 億，預計到 2027 年將達到 76.9 億。
• TDK 公司最近宣布將 HAR 3927 添加到 Micronas 的直角霍爾效應傳感器系列中。 本產品採用獨特的3D HAL像素單元技術，滿足符合ISO 26262的開發需求。 該傳感器具有符合 SAE J2716 修訂版的比例模擬輸出和數字 SENT 接口。 這些新興市場的發展將進一步推動市場增長。
• 此外，2022 年 5 月，英飛凌和 pmdtechnologies 共同為 Magic Leap 2 開發了 3D 深度傳感技術，以實現尖端的工業和醫療應用。 IRS2877C 飛行時間成像器捕捉用戶周圍的物理環境，幫助設備理解並最終與之交互。
• 此外，機器變得更加智能和直觀的工業 4.0 革命增加了工業應用對傳感器的需求。 IFR 預測，到 2024 年，全球工廠中將有 518,000 台工業機器人在運行，全球安裝量將大幅增加。 工業機器人市場的有利增長軌跡預計將在同一時期推動傳感器需求。
• 專注於提高效率和準確性以及解決局限性的多種類型的生物傳感器研究有望引領生物傳感器的採用。 例如，2022 年 8 月，芝加哥大學普利茲克分子工程學院的一項新研究發現，直接佩戴在皮膚上的柔性、有彈性的計算芯片可以使用人工智能 (AI) 實時收集和分析健康數據。它能做什麼。 該設備稱為神經形態計算芯片，使用半導體和電化學晶體管從接觸皮膚的生物傳感器收集數據。 與其他可穿戴設備（例如智能手錶）在用戶皮膚和設備之間留有小間隙不同，該芯片被設計為直接佩戴以提高傳感器準確性和數據收集。 同樣在 2022 年 7 月報導，IUPUI 理學院的研究人員正在致力於創造新的生物傳感器，以滿足未來 COVID-19 測試速度和效率的要求。
• COVID-19 爆發對研究目標市場產生了巨大影響。 許多最終用戶公司受到影響，包括電子製造行業。 許多製造業涉及在工廠中工作，這些工廠一起工作並保持密切聯繫以提高生產率。 此外，製造服務業歷來對變化反應遲緩。 產品組裝、原型開發和風險評估是需要仔細規劃的精細工作流程。 因此，製造商不得不在此 COVID-19 期間做出重大調整。

3D 傳感器市場趨勢

汽車佔據很大份額

• 3D 傳感器廣泛用於汽車行業，用於監控車輛的各個方面，例如車輛溫度、冷卻液系統、機油壓力和車速。 對更安全、更清潔車輛的需求不斷增長，推動了汽車行業對 3D 傳感器的需求。 例如，傳感器提供有關發動機清潔高效燃料燃燒的信息，有助於顯著降低排放值和燃料消耗。
• 據 IBEF 稱，到 2030 年，印度可能會成為共享出行領域的領導者，從而為電動汽車和自動駕駛汽車帶來機遇。 此外，2022 年 4 月，塔塔汽車宣布計劃在未來五年內向其乘用車業務投資 24,000 瑞典克朗（30.8 億美元）。 此外，據中國汽車工業協會稱，到2022年4月，中國將生產約21萬輛商用車和約99萬輛乘用車。 對這些車輛的投資將進一步推動市場的增長。
• 此外，根據美國汽車政策委員會的數據，汽車製造商及其供應商是美國最大的製造業，約占美國 GDP 的 3%。 僅在過去五年中，FCA US、福特和通用汽車就宣佈在美國組裝、發動機和變速箱工廠、研發實驗室、行政辦公室和其他連接和支持它們的基礎設施上投資約 350 億美元。
• 此外，在自動化市場中，各種現有和新參與者都在開發和推出更多獨特的產品，從而加劇了市場競爭。 例如，2022 年 7 月，Universal Robots 推出了一款新型協作機器人，其有效載荷為 20 公斤，可協助機器搬運重物。 這些更強大、更快、能力更強的協作機器人的推出將加速公司在醫療保健、消費電子等高增長領域的擴張，並滿足許多行業對自動化日益增長的需求。
• 此外，汽車和汽車行業可能會受到 3D 建模市場的巨大影響，從而推動 3D 傳感器市場的發展。 此外，這個市場上的各種供應商正在取得許多技術進步。 最近，橫濱橡膠和 Zenrin 已經開始對安裝在輪胎內表面的傳感器進行實際應用測試，作為使用物聯網兼容路面傳感系統進行路面和胎面磨損測量的示範測試。
• 此外，2022 年 6 月，Centronics 宣布將與英國公司 HORIBA 合作，為汽車行業推出下一代超聲波油耗測量傳感器“HORIBA RealFlow：由 Sentronics 提供支持”。 HORIBA RealFlow配備了最新的超聲波燃油流量傳感專利技術，可以精確安裝在引擎蓋下，為車輛驗證和測試應用提供所需的燃油消耗實時測量。 它還在 1000:1 的量程比範圍內將流量測量精度提高到 ±0.5%，與傳統產品相比提供了最佳性能。

北美市場份額大

• 在北美，由於消費電子產品和汽車領域對 3D 傳感器的需求不斷增長，預計美國將成為最大的增長市場。
• 在美國，隨著智能手機越來越受歡迎，預計對傳感器的需求也會同時增加。 根據美國人口普查局和消費者技術協會的數據，2022 年美國智能手機銷售額將達到 747 億美元，而 2021 年為 730 億美元。 隨著智能手機在市場上的普及，對 3D 傳感器的需求預計將以同樣的速度增長。
• 最近，Qualcomm 宣佈為其第二代 3D Sonic 傳感器推出顯示屏下指紋識別器。 與三星 Galaxy S20 和 Note20 型號中的第一代掃描儀相比，新掃描儀的指紋讀取區域擴大了 77%，速度提高了 50%。
• 此外，Apple 的 iPhone 在美國智能手機需求增長方面發揮了重要作用。 例如，2022 年 9 月，Apple 在加利福尼亞發布了 iPhone 14 和 iPhone 14 Plus。 除了流行的 6.1 英寸設計外，它還具有獨特的 6.7 英寸大尺寸、全新的雙攝像頭系統、碰撞檢測、智能手機行業首個通過衛星提供緊急 SOS 的安全服務，以及 iPhone 的多種實用電池壽命。。 同樣，在加拿大，越來越多的人想要嘗試創新技術。
• 此外，越來越多的消費者喜歡高畫質，例如筆記本電腦、超高清和 4K 電視。 預計這將進一步推動 3D 傳感器市場。 此外，該地區正在見證自動駕駛汽車等新技術的快速採用，預計這將推動汽車行業對 3D 傳感器的需求。

3D 傳感器市場競爭對手分析

3D 傳感器市場競爭激烈。 然而，隨著創新和可持續產品的興起，為了保持其在全球市場的地位，許多公司正在通過開拓新市場和獲得新合同來增加其市場佔有率。。

2022 年 9 月，高分辨率數字激光雷達傳感器的領先製造商 Austar Corporation 發布了一套用於大批量物料搬運應用的 3D 工業激光雷達傳感器。 高分辨率 OS0 和 OS1 傳感器工業系列旨在滿足叉車、港口設備和自主移動機器人 (AMR) 製造商的需求，同時價格實惠，適合大批量車隊。 據該公司稱，工業傳感器套件的 3D 功能在不增加系統成本或複雜性的情況下提供卓越的分辨率、範圍和視野，優於傳統的 2D 激光掃描儀。

2022 年 6 月，ST 宣布推出首款採用超光學技術的 3D 傳感器。 這種直接飛行時間傳感器是一種用於智能手機、虛擬現實耳機和機器人的深度傳感器。 Meta-Optics 可以替代現有的複雜多元件鏡片。 它們可以收集更多的光，在一層中執行多種功能，並使用更少的空間，同時在智能手機和其他設備中實現新形式的傳感。

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

• 調查結果
• 調查假設
• 本次調查的範圍

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
• 市場驅動因素和限制因素簡介
• 市場驅動力
  • 消費電子產品中對支持 3D 的設備的需求不斷增長
  • 擴大 3D 傳感技術在遊戲領域的應用
  • 在小型電子設備中集成光學和電子元件
• 市場製約因素
  • 設備維護成本高
  • 與不同設備接口的集成
• 工業價值鏈分析
• 行業吸引力 - 波特五力分析
  • 供應商的議價能力
  • 消費者的議價能力
  • 新進入者的威脅
  • 替代品的威脅
  • 競爭公司之間的敵對關係

第 5 章市場細分

• 按產品分類
  • 位置傳感器
  • 圖像傳感器
  • 溫度傳感器
  • 加速度計
  • 其他產品
• 按技術
  • 超聲波
  • 結構光
  • 飛行時間
  • 其他技術
• 按最終用戶行業
  • 消費類電子產品
  • 車載
  • 醫療保健
  • 其他行業
• 按地區
  • 北美
    • 美國
    • 加拿大
  • 歐洲
    • 英國
    • 德國
    • 法國
    • 其他歐洲地區
  • 亞太地區
    • 中國
    • 日本
    • 印度
    • 其他亞太地區
  • 拉丁美洲
    • 墨西哥
  • 中東和非洲

第6章競爭格局

• 公司簡介
  • Intel Corporation
  • Occipital Inc.
  • SoftKinetic SA
  • Sick AG
  • LMI Technologies
  • Infineon Technologies AG
  • XYZ Interactive Technologies
  • OmniVision Technologies
  • Panasonic Corporation
  • Cognex Corporation

第7章 市場機會與將來動向

第8章 投資分析

The 3D Sensor Market is expected to register a CAGR of 18% over the forecast period. The increasing adoption of 3D technology in various industry verticals has developed real-time sensors that can gauge shapes. Instruments that were once bulky are now miniaturized due to advanced technologies. Additionally, rapid technological advancements open up a plethora of new applications across different industry verticals where these sensors can be used.

Key Highlights

• Increasing sensor compatibility with the Internet of Things platform is gradually becoming a prerequisite for promoting remote monitoring and control. The IoT-connected appliances have opened massive opportunities for sensors in several industrial, medical, consumer electronics, automobile, applications etc. According to Cisco's Annual Internet Report, by 2023, there will be nearly 30 billion network-connected devices and connections, up from 18.4 billion in 2018. By 2023, IoT devices will make up 50% (14.7 billion) of all networked devices, up from 33% (6.1 billion) in 2018. Such an increase in IoT devices would drive the growth of the studied market.
• Moreover, governments' initiatives for smart homes and buildings are helping the adoption of 3D sensors faster. Recently, councils in Leeds, Suttons, and Richmond advanced IoT technology in homes to better support residents and make services more efficient. Further, in July 2022, Senet, Inc., and Iota Communications, Inc., a data analytics software, low power, vast area network (LPWAN) wireless communication company, announced a partnership to deliver LoRaWANthrough 915 MHz unlicensed spectrum and IotaComm's800 MHz FCC-licensed spectrum network connectivity, for facilitating the adoption of smart infrastructure 3D sensors.
• Increasing demand for consumer electronics is expected to provide opportunities to increase the company's revenue. Further, the global demand for smartphones has been witnessing an upsurge owing to several factors, such as increasing disposable income, the advent of 5G, and the development of telecom infrastructure. For instance, according to Ericsson, the number of smartphone subscriptions worldwide amounted to 6,259 million recently and is expected to reach 7,690 million in 2027.
• Recently, TDK Corporation announced the addition of the HAR 3927 to its Micronas direct-angle Hall-effect sensor family. This product employs proprietary 3D HAL pixel-cell technology and addresses the demand for ISO 26262-compliant development. The sensor includes a ratiometric analog output and a digital SENT interface by SAE J2716 rev. Such developments will further drive market growth.
• Further, in May 2022, Infineon and pmdtechnologies collaborated to create 3D depth-sensing technology for Magic Leap 2, allowing for advanced cutting-edge industrial and medical applications. The IRS2877C Time-of-Flight imager captures the physical environment around the user and assists the device in understanding and eventually interacting with it.
• Furthermore, the industry 4.0 revolution, in which machines are becoming more intelligent and intuitive, is increasing the need for the industrial applications of sensors. According to the IFR forecasts, global adoption is expected to increase significantly to 518,000 industrial robots operational across factories all around the globe by 2024. The positive growth trajectory of the industrial robots market is expected to drive the demand for sensors during the same period.
• Several types of research regarding biosensors focusing on increasing efficiency and accuracy and tackling limitations are expected to spearhead the adoption of biosensors. For instance, in August 2022, a new study from the University of Chicago's Pritzker School of Molecular Engineering showed that a flexible, stretchable computing chip worn directly on the skin could collect and analyze health data in real-time using artificial intelligence (AI). The device, a neuromorphic computing chip, utilizes semiconductors and electrochemical transistors to collect data from biosensors touching the skin. Unlike other wearables like smartwatches, which leave a small gap between the user's skin and the device, the chip is designed to be worn directly to improve sensor accuracy and data collection. Also, in July 2022, researchers from the School of Science at IUPUI reported that they were working to create a new biosensor that could meet future COVID-19 testing requirements for speed and efficiency.
• The COVID-19 outbreak had an enormous impact on the studied market. Many end-user enterprises were impacted, including those in electronics manufacturing. A large part of manufacturing includes work on the factory floor, where people are in close contact as they collaborate to boost productivity. Additionally, manufacturing services has been a historically slow industry when adapting to change. Tasks such as product assembly, prototype development, and risk assessment are sensitive workflows that need in-depth planning. For such reasons, manufacturers had to make significant adjustments during this COVID-19 period.

3D Sensor Market Trends

Automotive to Hold Significant Share

• 3D Sensors are widely used in the automotive industry to monitor various aspects of a car, including its temperature, coolant system, oil pressure, and vehicle speed. The rising demand for safer and cleaner vehicles drives the need for 3D sensors in the automotive industry. For instance, sensors provide information regarding clean and effective fuel combustion in the engine, which helps in significantly reducing exhaust emissions values and fuel consumption.
• According to IBEF, India could be a shared mobility leader by 2030, opening up electric and autonomous vehicle opportunities. Further, in April 2022, Tata Motors announced plans to invest INR 24,000 crores (USD 3.08 billion) in its passenger vehicle business over the next five years. In addition, according to CAAM, in April 2022, around 210,000 commercial motorcars and 996,000 passenger vehicles were produced in China. Such investment in automobiles will further drive market growth.
• Further, according to the American Automotive Policy Council, automakers and their suppliers are America's largest manufacturing sector, responsible for ~3% of America's GDP. Over the past five years alone, the FCA US, Ford, and General Motors have announced their investments of around USD 35 billion in their US assembly, engine, and transmission plants, R&D labs, administrative offices, and other infrastructure connecting and supporting them.
• The market is also getting increasingly competitive, with various established and new players developing and launching more unique products in the automation market. For instance, in July 2022, Universal Robots unveiled a new 20 kg payload cobot to help machines in heavy lifting. The launch of these more potent, faster, and more capable cobots aims at accelerating the company's expansion in high-growth segments, including healthcare, consumer electronics, etc., meeting the rising demand for automation across numerous industries.
• Furthermore, the car and automotive sector is one area that is likely to be affected significantly by the 3D modeling market, consequently boosting the 3D sensor market. Additionally, a lot of technological advancements are carried out by various vendors in the market. Recently, Yokohama Rubber and Zenrin started the practical testing of a sensor attached to the inner surface of a tire as part of a pilot study investigating road surface and tread wear measurement using an IoT-enabled road surface-sensing system.
• Further, in June 2022, Sentronics announced a partnership with HORIBA UK to launch the next-generation Ultrasonic Fuel Consumption Measurement Sensor, the HORIBA RealFlow: Powered by Sentronics, for the automotive industry. Featuring the latest patented technology in ultrasonic fuel flow sensing, the HORIBA RealFlow offers accurate under-bonnet installation and real-time measurement of fuel consumption for automotive validation and verification of test applications. With an improved flow measurement accuracy of ±0.5% over an expanded turndown range of 1000:1, it offers optimum performance compared to its predecessor.

North America to Hold Significant Market Share

• In North America, the United States is expected to be the largest growing market, owing to the great demand from consumer electronics and automotive sectors, employing 3D sensors for multiple applications in their domains.
• With the increasing adoption of smartphone devices in the US, the demand for sensors is expected to increase simultaneously in the market. According to the US Census Bureau and Consumer Technology Association, the sales of smartphones in the US reached USD 74.7 billion in 2022 compared to USD 73 billion in 2021. With the increasing adoption of smartphones in the market, the demand for 3D sensors is also expected to increase at the same speed.
• Recently, Qualcomm launched its second-generation 3D Sonic Sensor under-display fingerprint reader. The new scanner would offer a 77% larger fingerprint reader area and 50% faster than its first-gen scanner, featured in Samsung's Galaxy S20 and Note20 models.
• Moreover, Apple's product, iPhone, plays a significant role in increasing the demand for smartphones in the United States. For instance, in September 2022, Apple unveiled the iPhone 14 and iPhone 14 Plus in California. A unique, larger 6.7-inch size joins the popular 6.1-inch design, with a new dual-camera system, Crash Detection, a smartphone industry-first safeness service with Emergency SOS via satellite, and multiple helpful battery life on iPhone. Similarly, a trend of people keen on trying innovative technology is rising in Canada.
• Also, consumers today prefer enhanced image quality, such as laptops and Ultra HD or 4K television sets. This is, further expected to drive the 3D sensor market. In addition, the fast adoption of new technology in this region, such as self-driving cars, is expected to drive the demand for 3D sensors in the automotive sector.

3D Sensor Market Competitor Analysis

The 3D sensor market is moderately competitive. However, with increased innovations and sustainable products, to maintain their position in the global market, many companies are increasing their market presence by securing new contracts by tapping new markets.

In September 2022, Ouster, Inc., a leading manufacturer of high-resolution digital lidar sensors, released a 3D industrial lidar sensor suite for high-volume material handling applications. The industrial line of high-resolution OS0 and OS1 sensors is designed to meet the needs of forklifts, port equipment, and autonomous mobile robot (AMR) manufacturers while remaining affordable for high-volume production fleets. According to the company, its industrial sensor suite's 3D capabilities outperform legacy 2D laser scanners by providing superior resolution, range, and field of view without increasing system cost or complexity.

In June 2022, ST introduced the first 3D sensor with meta-optics. The direct time-of-flight sensor is a depth sensor used in smartphones, virtual reality headsets, and robotics. Meta-optics can replace existing complex and multi-element lenses; they collect more light, perform multiple functions in a single layer, and enable new forms of sensing in smartphones and other devices while taking up less space.

Additional Benefits:

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

TABLE OF CONTENTS

1 INTRODUCTION

• 1.1 Study Deliverables
• 1.2 Study Assumptions
• 1.3 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET DYNAMICS

• 4.1 Market Overview
• 4.2 Introduction to Market Drivers and Restraints
• 4.3 Market Drivers
  • 4.3.1 Rising Demand for 3D-enabled Devices in Consumer Electronics
  • 4.3.2 Increasing Use of 3D Sensing Technology in Gaming Applications
  • 4.3.3 Integration of Optical and Electronic Components in Miniaturized Electronics Devices
• 4.4 Market Restraints
  • 4.4.1 High Cost Required for the Maintenance of these Devices
  • 4.4.2 Integration With Interfaces in Different Devices
• 4.5 Industry Value Chain Analysis
• 4.6 Industry Attractiveness - Porter's Five Forces Analysis
  • 4.6.1 Bargaining Power of Suppliers
  • 4.6.2 Bargaining Power of Consumers
  • 4.6.3 Threat of New Entrants
  • 4.6.4 Threat of Substitute Products
  • 4.6.5 Intensity of Competitive Rivalry

5 MARKET SEGMENTATION

• 5.1 By Product
  • 5.1.1 Position Sensor
  • 5.1.2 Image Sensor
  • 5.1.3 Temperature Sensor
  • 5.1.4 Accelerometer Sensor
  • 5.1.5 Other Products
• 5.2 By Technology
  • 5.2.1 Ultrasound
  • 5.2.2 Structured Light
  • 5.2.3 Time of Flight
  • 5.2.4 Other Technologies
• 5.3 By End User Vertical
  • 5.3.1 Consumer Electronics
  • 5.3.2 Automotive
  • 5.3.3 Healthcare
  • 5.3.4 Other End User Verticals
• 5.4 By Geography
  • 5.4.1 North America
    • 5.4.1.1 United States
    • 5.4.1.2 Canada
  • 5.4.2 Europe
    • 5.4.2.1 United Kingdom
    • 5.4.2.2 Germany
    • 5.4.2.3 France
    • 5.4.2.4 Rest of Europe
  • 5.4.3 Asia-Pacific
    • 5.4.3.1 China
    • 5.4.3.2 Japan
    • 5.4.3.3 India
    • 5.4.3.4 Rest of the Asia-Pacific
  • 5.4.4 Latin America
    • 5.4.4.1 Mexico
  • 5.4.5 Middle East & Africa

6 COMPETITIVE LANDSCAPE

• 6.1 Company Profiles
  • 6.1.1 Intel Corporation
  • 6.1.2 Occipital Inc.
  • 6.1.3 SoftKinetic SA
  • 6.1.4 Sick AG
  • 6.1.5 LMI Technologies
  • 6.1.6 Infineon Technologies AG
  • 6.1.7 XYZ Interactive Technologies
  • 6.1.8 OmniVision Technologies
  • 6.1.9 Panasonic Corporation
  • 6.1.10 Cognex Corporation

7 MARKET OPPORTUNITIES AND FUTURE TRENDS

8 INVESTMENT ANALYSIS