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。
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.