根据潮电智库统计，2022年车载模组全球出货量约为2.3亿颗。预测2023年可实现20%的增长率，出货量有望冲刺3亿颗。
潮电智库估算，2025年会是车载模组对国外反超的时间节点。
从“2022年国产车载摄像头模组出货TOP 10”统计榜单可以看出，前三海康威视、德赛西威、豪恩汽电均为Tier 1，舜宇和欧菲等传统光学大厂紧随其后，两大阵营竞合发展。潮电智库分析认为，对于汽车体系的产品逻辑理解，以及车圈资源，传统Tier1具有先发优势；光学厂商规模制造的经验则更为丰富，而且有镜头产品的加持。
按发展趋势，车载摄像头模组头部企业的市占率将持续增长；二线队伍如不丰富产品线将有可能沦为代工角色，毛利会逐步降低；以智能座舱解决方案为主，模组为辅进行布局的供应商，可能淡出市场。
以智能视觉与感知为核心驱动，2023将是汽车行业的大变革之年。
Top 10 Domestic Car Camera Module Shipments in 2022
According to the statistics of Electrend, the global shipment volume of vehicle modules in 2022 is approximately 230 million. It is predicted that a growth rate of 20% can be achieved in 2023, and the shipment volume is expected to surpass 300 million.
The Electrend estimates that 2025 will be the time point for vehicle modules to counter foreign overtaking.
From the “2022 Top 10 Domestic Car Camera Module Shipments” statistical list, it can be seen that the top three companies, Hikvision, Desay SV, and Horn Automobile and Electric, are all Tier 1, followed closely by traditional optical giants such as Sunny and Ofilm, with the two major camps competing for development. According to Electrend, traditional Tier1 has a first mover advantage in understanding the product logic of the automotive system and the resources of the car circle; Optical manufacturers have more extensive experience in large-scale manufacturing, and have the support of lens products.
According to the development trend, the market share of top companies in car mounted camera modules will continue to grow; If the second tier team does not enrich the product line, it may become a OEM role, and the gross profit will gradually decrease; Suppliers who mainly rely on intelligent cockpit solutions and supplement their layout with modules may fade out of the market.
Driven by intelligent vision and perception, 2023 will be a year of great transformation in the automotive industry.
