The global car camera up to 300 million in 2023, upcoming with 3 market trends
Several standard car camera, with the arrival of the new automotive industry era and into the wild mode.
In early March, according to the Ministry of Industry and Information Technology 369th batch of “road motor vehicle production enterprises and product announcement” changes to expand the public, Tesla China Model Y models for information change for the record, the new version of the model to “no radar” pure visual scheme.
According to Chaodian that in 2023 the global car camera shipments between 280 million to 300 million, if the rapid recovery of the consumer economy, automotive intelligent innovation to meet market demand, and even expected to exceed 300 million mark.
As the highland of smart car industry development, 2023 China’s single car camera carrying volume will reach 4, higher than the global average of 3.2. Among them, the new forces of car manufacturing is more aggressive, the average single car camera mount is expected to reach 7.
“2023 will be a year of great change in the automotive industry, with the world ushering in the L2 to L3/L4 leap window.” A number of experts in the field of intelligent driving agree that the car camera, as the core sensor of the perception layer, ushers in the volume and price opportunities with the continuous upgrade of the car ADAS function.
Industry strides forward, three major development trends have been presented.
According to the prediction of in-vehicle industry experts, the ADAS configuration rate will be greatly increased in 2023 and basically become the standard equipment of vehicle manufacturers, especially the popularity of forward AEB enters a fast rising channel.
LIDAR, millimeter wave radar and camera are the three common sensors in autonomous driving. In contrast, in-car camera is low cost and relatively mature hardware technology, so it becomes the first to become the core sensor of intelligent automotive applications.
Currently, in-vehicle camera is regarded as the “eye of intelligent driving”, which is the signal entrance of the car’s active control function and combined with algorithms to realize ADAS functions such as lane departure warning (LDW) and car collision warning (FCW).
According to the application area, the car camera can be divided into driving assistance (driving recorder, advanced assisted driving system ADAS and active safety system), parking assistance (full vehicle surround view) and in-car personnel monitoring, running through the whole process of driving to parking, which has high requirements on camera working time and temperature.
The application logic of the car camera belongs to the “heavy perception, light technology”, and smart phones or security industry attributes are completely different. In general, the smartphone camera is more in the sharing, such as high-definition and beauty; security camera is heavy record, the scene is relatively fixed and static; car camera is more inclined to intelligent, in real-time perception of various road conditions, and with the algorithm and processing chip integration to form an intelligent driving system.
Ⅱ High definition
According to available information, new car makers such as NIO, XIAOPENG, LEADING IDEAL, ZEEKR, neta have already taken the lead in carrying the highest specification 8MP ADAS cameras available, and traditional car companies have followed suit, such as the Great Wall Sharon Mecha Dragon, which is expected to be listed in Q2 this year, with seven 8M UHD cameras.
In addition, the surround view camera will progress from 1M to 3M and become mainstream.
At the supply level, Lcetron electronics has joined hands with Black Sesame technology, Baidu Apollo and other companies to create the world’s first ultra 15 million high pixel car camera products.
As the requirements of high-level self-driving to perceive the surrounding environment increase, the camera will evolve to “HD” in order to improve its image acquisition function and expand the detection distance and field of view.
It must be pointed out that HD will bring a spurt of data volume, which will bring high requirements and severe challenges to the computing power and algorithms of OEMs. The exponential growth of data processing brings about an increase in the demand for computing power, which in turn makes it necessary for OEMs to upgrade the underlying chip to reserve more computing resources; at the algorithm level, the different pixel lenses due to “detection distance and view angle” lead to inconsistent information contained in the data, which in turn makes the original neural network training algorithm model is not fully reusable The original neural network training algorithm model is not fully reusable and needs to be modified to improve comprehensive performance.
Therefore, OEMs do not blindly pursue ultra-high-definition pixels, but choose key cameras to upgrade.
Car camera as the hottest gold-sucking field in recent years, is it too early to talk about reshuffling? In fact, otherwise, the market pattern has been in rapid change.
First, the domestic alternative.
At present, the market share of the larger occupants are mainly overseas first-line automotive Tier 1,but Desay SV,Sunny Smartlead, Hikvision, Lectron，Ofilm and other Chinese forces are rising in full force. Electrend 2023 domestic car camera three echelon formation, 2025 will be the car camera supply to foreign overtaking the time node.
As the concept of automotive supply chain level has been very blurred, upstream suppliers can provide complete products to downstream OEMs, so there is a subtle competition between domestic and foreign car camera companies at present.
Secondly, the moat is already in place.
The new players currently flooding into the in-car camera track are mostly optical manufacturers that started with cell phones, such as Quti and Sanwin Xing. On the contrary, many Tier1 believe that software margins are higher compared to hardware, so they no longer invest in camera hardware business on a large scale.
Automotive products with certification and delivery cycle is long, and definitely not a cell phone or security products model simple panning. Many want to gold car camera manufacturers due to the lack of technical support and customer resources, early fall in the market access threshold outside.