低光成像市场机会、成长动力、产业趋势分析及 2025 - 2034 年预测

2024 年全球弱光成像市场规模达 148 亿美元，预计年复合成长率为 11.6%，到 ​​2034 年将达到 441 亿美元，这得益于各行各业对该技术的日益普及，尤其是在弱光环境下性能至关重要的行业。随着安防、医疗、汽车和消费性电子等行业的不断发展，对能够在低光源环境下提供清晰度和精度的成像系统的需求也日益增长。背照式设计和多层堆迭感测器等感测器架构的技术进步，透过提高光子吸收率和讯号速度，提升了影像品质。这些创新也帮助製造商以更具竞争力的价格提供高性能解决方案，从而进一步扩大其应用范围。对先进安全措施、城市监控和智慧城市自动化的需求也推动了低光源成像应用的扩展。

对源自中国的零件征收关税导致供应链中断，尤其是CMOS感测器和红外线光学元件。由此导致的成本上升迫使製造商调整采购策略，投资在地化生产，并减少对单一来源供应商的依赖。这种转变有助于增强韧性，并鼓励创新以应对供应波动。监控是一个主要的应用领域，低光成像系统在预防犯罪、基础设施安全和财产保护方面发挥关键作用。公众意识的增强和智慧城市计画的推进，正在增加对全天候成像解决方案的投资。

2023年，二维感测器市场规模达到47亿美元，有助于支援各种低光成像应用。这些感测器价格实惠，能够满足基本的成像需求，因此被广泛整合到监控系统和消费性电子产品中。它们在成本效益和功能解析度之间取得平衡，使其成为在低光环境下捕捉视觉效果的理想选择，因为在低光环境下，超高清影像并非总是必要的。

预计到2024年，热像仪的市占率将达到29.8%。透过检测红外线辐射，这些系统无需环境光即可运行，并可用于工业检测、紧急应变和周界安防。随着技术的进步和成本的降低，这些影像的应用范围将更加广泛。

2024年，美国低光成像市场规模达39亿美元，这得益于国防现代化、医疗技术以及日益增长的安全需求的重大进步。政府资金投入、尖端研发以及航太和生物医学影像领域日益普及的应用，共同塑造了该地区市场的发展动能。

低光成像市场的领导者包括佳能公司、索尼公司和Teledyne Technologies Incorporated。为了获得竞争优势，低光成像领域的公司优先考虑感测器开发和人工智慧影像处理整合方面的创新。各公司正投入资源研发下一代成像晶片，以提高近乎黑暗环境下的效能，同时保持能源效率。主要参与者也在建立策略联盟，以拓宽分销网络，并提高在自动驾驶汽车和医疗诊断等新兴领域的市场渗透率。为了应对地缘政治贸易紧张局势，一些公司正在将製造业务转移回国内或在其他地区建立合作伙伴关係，以确保供应链的稳定。

目录

第一章：方法论与范围

第二章：执行摘要

第三章：行业洞察

• 产业生态系统分析
  • 影响价值链的因素
  • 利润率分析
  • 中断
  • 未来展望
  • 製造商
  • 经销商
• 川普政府关税分析
  • 对贸易的影响
    • 贸易量中断
    • 报復措施
  • 对产业的影响
    • 供应方影响（原料）
      • 主要材料价格波动
      • 供应链重组
      • 生产成本影响
    • 需求面影响（售价）
      • 价格传导至终端市场
      • 市占率动态
      • 消费者反应模式
  • 受影响的主要公司
  • 策略产业反应
    • 供应链重组
    • 定价和产品策略
    • 政策参与
  • 展望与未来考虑
• 供应商格局
• 利润率分析
• 重要新闻和倡议
• 监管格局
• 衝击力
  • 成长动力
    • CMOS 和 CCD 感测器技术的进步
    • 监控和安全应用需求不断成长
    • 在汽车 ADAS 和夜视系统中的应用日益广泛
    • 在智慧型手机和消费性电子产品的应用日益广泛
    • 扩展医学影像和诊断应用
  • 产业陷阱与挑战
    • 先进成像感测器成本高昂
    • 降噪和影像清晰度的技术限制
• 成长潜力分析
• 波特的分析
• PESTEL分析

第四章：竞争格局

• 介绍
• 公司市占率分析
• 竞争定位矩阵
• 战略展望矩阵

第五章：市场估计与预测：按感测器类型，2021-2034

• 主要趋势
• 二维感测器
• 3D感测器
• 多光谱感测器
• 近红外线（NIR）感测器

第六章：市场估计与预测：依设备类型，2021-2034

• 主要趋势
• 相机模组
• 夜视设备
• 热像仪
• 影像增强器

第七章：市场估计与预测：依技术，2021-2034 年

• 主要趋势
• CMOS（互补金属氧化物半导体）
• CCD（电荷耦合元件）
• sCMOS（科学CMOS）
• EMCCD（电子倍增CCD）
• 红外线成像
• 热成像

第八章：市场估计与预测：依最终用途，2021-2034

• 主要趋势
• 监控与安保
• 汽车
• 消费性电子产品
• 医学影像
• 工业的
• 军事与国防
• 其他的

第九章：市场估计与预测：按地区，2021-2034

• 主要趋势
• 北美洲
  • 我们
  • 加拿大
• 欧洲
  • 英国
  • 德国
  • 法国
  • 义大利
  • 西班牙
  • 俄罗斯
• 亚太地区
  • 中国
  • 印度
  • 日本
  • 韩国
  • 澳洲
• 拉丁美洲
  • 巴西
  • 墨西哥
• MEA
  • 南非
  • 沙乌地阿拉伯
  • 阿联酋

第十章：公司简介

• Avnet EMEA
• BAE Systems plc
• Canon Inc.
• Excelitas Technologies Corp.
• FLUKE Corporation
• Hamamatsu Photonics KK
• InfraTec GmbH
• Intevac, Inc.
• IRCameras LLC
• L3Harris Technologies
• Leonardo DRS
• Lynred
• New Imaging Technologies (NIT)
• OmniVision Technologies Inc.
• Photonis Technologies
• Sony Corporation
• STMicroelectronics
• Teledyne Technologies Incorporated
• Thales Group
• Xenics NV

The Global Low Light Imaging Market was valued at USD 14.8 billion in 2024 and is estimated to grow at a CAGR of 11.6% to reach USD 44.1 billion by 2034, driven by increasing adoption across multiple industries, particularly where performance under low-light conditions is critical. As industries such as surveillance, healthcare, automotive, and consumer electronics continue evolving, there is a heightened need for imaging systems capable of delivering clarity and precision in minimal light environments. Technological advances in sensor architecture-like backside-illuminated designs and multi-layered stacked sensors-are enhancing image quality by improving photon absorption and signal speed. These innovations are also helping manufacturers deliver high-performance solutions at more competitive prices, which is further expanding adoption. Demand for advanced safety measures, urban monitoring, and automation in smart cities is also fueling the expansion of low-light imaging applications.

Tariffs placed on components originating from China caused disruptions in the supply chain, especially for CMOS sensors and infrared optics. The resulting cost increases pushed manufacturers to revise procurement strategies, invest in localized production, and reduce dependency on single-source suppliers. This shift helped build resilience and encouraged innovation to counter volatility in supply. Surveillance is a dominant application area, with low-light imaging systems playing a critical role in crime prevention, infrastructure safety, and property protection. Enhanced public awareness and smart city initiatives are increasing investment in imaging solutions designed for round-the-clock functionality.

The 2D sensors segment reached USD 4.7 billion in 2023, help in supporting a wide range of low-light imaging applications. These sensors integrate into surveillance systems and consumer electronics due to their affordability and ability to meet essential imaging needs. Their balance of cost-effectiveness and functional resolution makes them ideal for capturing visuals in low-light environments where ultra-high definition isn't always necessary.

Thermal imagers are projected to represent 29.8% share in 2024. By detecting infrared radiation, these systems can function without ambient light and are used in industrial inspections, emergency response, and perimeter security. With technology improving and costs decreasing, these images are adopted across a broader range of applications.

United States Low Light Imaging Market was valued at USD 3.9 billion in 2024, driven by major advancements in defense modernization, healthcare technology, and heightened security needs. Government funding, cutting-edge R&D, and rising adoption in aerospace and biomedical imaging shape market momentum across the region.

Leading players in the low light imaging market include Canon Inc., Sony Corporation, and Teledyne Technologies Incorporated. To gain a competitive edge, companies in the low-light imaging space prioritize innovation in sensor development and integration of AI-powered image processing. Firms are allocating resources to R&D for next-generation imaging chips that improve performance in near-dark conditions while maintaining energy efficiency. Key players are also forging strategic alliances to broaden their distribution networks and improve market penetration across emerging sectors like autonomous vehicles and medical diagnostics. In response to geopolitical trade tensions, several companies are reshoring manufacturing or forming partnerships in alternate regions to secure supply chain stability.

Table of Contents

Chapter 1 Methodology & Scope

• 1.1 Market scope & definitions
• 1.2 Base estimates & calculations
• 1.3 Forecast calculations
• 1.4 Data sources
  • 1.4.1 Primary
  • 1.4.2 Secondary
    • 1.4.2.1 Paid sources
    • 1.4.2.2 Public sources

Chapter 2 Executive Summary

• 2.1 Industry synopsis, 2021-2034

Chapter 3 Industry Insights

• 3.1 Industry ecosystem analysis
  • 3.1.1 Factor affecting the value chain
  • 3.1.2 Profit margin analysis
  • 3.1.3 Disruptions
  • 3.1.4 Future outlook
  • 3.1.5 Manufacturers
  • 3.1.6 Distributors
• 3.2 Trump administration tariff analysis
  • 3.2.1 Impact on trade
    • 3.2.1.1 Trade volume disruptions
    • 3.2.1.2 Retaliatory measures
  • 3.2.2 Impact on the industry
    • 3.2.2.1 Supply-side impact (raw materials)
      • 3.2.2.1.1 Price volatility in key materials
      • 3.2.2.1.2 Supply chain restructuring
      • 3.2.2.1.3 Production cost implications
    • 3.2.2.2 Demand-side impact (selling price)
      • 3.2.2.2.1 Price transmission to end markets
      • 3.2.2.2.2 Market share dynamics
      • 3.2.2.2.3 Consumer response patterns
  • 3.2.3 Key companies impacted
  • 3.2.4 Strategic industry responses
    • 3.2.4.1 Supply chain reconfiguration
    • 3.2.4.2 Pricing and product strategies
    • 3.2.4.3 Policy engagement
  • 3.2.5 Outlook and future considerations
• 3.3 Supplier landscape
• 3.4 Profit margin analysis
• 3.5 Key news & initiatives
• 3.6 Regulatory landscape
• 3.7 Impact forces
  • 3.7.1 Growth drivers
    • 3.7.1.1 Advancements in CMOS and CCD sensor technologies
    • 3.7.1.2 Rising demand for surveillance and security applications
    • 3.7.1.3 Increasing adoption in automotive ADAS and night vision systems
    • 3.7.1.4 Growing use in smartphones and consumer electronics
    • 3.7.1.5 Expansion of medical imaging and diagnostics applications
  • 3.7.2 Industry pitfalls & challenges
    • 3.7.2.1 High cost of advanced imaging sensors
    • 3.7.2.2 Technical limitations in noise reduction and image clarity
• 3.8 Growth potential analysis
• 3.9 Porter's analysis
• 3.10 PESTEL analysis

Chapter 4 Competitive Landscape, 2024

• 4.1 Introduction
• 4.2 Company market share analysis
• 4.3 Competitive positioning matrix
• 4.4 Strategic outlook matrix

Chapter 5 Market Estimates & Forecast, By Sensor Type, 2021-2034 (USD Billion & Thousand Units)

• 5.1 Key trends
• 5.2 2D sensors
• 5.3 3D sensors
• 5.4 Multispectral sensors
• 5.5 Near-Infrared (NIR) sensors

Chapter 6 Market Estimates & Forecast, By Device Type, 2021-2034 (USD Billion & Thousand Units)

• 6.1 Key trends
• 6.2 Camera modules
• 6.3 Night VISION DEVICES
• 6.4 Thermal imagers
• 6.5 Image intensifiers

Chapter 7 Market Estimates & Forecast, By Technology, 2021-2034 (USD Billion & Thousand Units)

• 7.1 Key trends
• 7.2 CMOS (Complementary Metal-Oxide-Semiconductor)
• 7.3 CCD (Charge-Coupled Device)
• 7.4 sCMOS (Scientific CMOS)
• 7.5 EMCCD (Electron Multiplying CCD)
• 7.6 Infrared imaging
• 7.7 Thermal imaging

Chapter 8 Market Estimates & Forecast, By End Use, 2021-2034 (USD Billion & Thousand Units)

• 8.1 Key trends
• 8.2 Surveillance & security
• 8.3 Automotive
• 8.4 Consumer electronics
• 8.5 Medical imaging
• 8.6 Industrial
• 8.7 Military & defense
• 8.8 Others

Chapter 9 Market Estimates & Forecast, By Region, 2021-2034 (USD Billion & Thousand Units)

• 9.1 Key trends
• 9.2 North America
  • 9.2.1 U.S.
  • 9.2.2 Canada
• 9.3 Europe
  • 9.3.1 UK
  • 9.3.2 Germany
  • 9.3.3 France
  • 9.3.4 Italy
  • 9.3.5 Spain
  • 9.3.6 Russia
• 9.4 Asia Pacific
  • 9.4.1 China
  • 9.4.2 India
  • 9.4.3 Japan
  • 9.4.4 South Korea
  • 9.4.5 Australia
• 9.5 Latin America
  • 9.5.1 Brazil
  • 9.5.2 Mexico
• 9.6 MEA
  • 9.6.1 South Africa
  • 9.6.2 Saudi Arabia
  • 9.6.3 UAE

Chapter 10 Company Profiles

• 10.1 Avnet EMEA
• 10.2 BAE Systems plc
• 10.3 Canon Inc.
• 10.4 Excelitas Technologies Corp.
• 10.5 FLUKE Corporation
• 10.6 Hamamatsu Photonics K.K.
• 10.7 InfraTec GmbH
• 10.8 Intevac, Inc.
• 10.9 IRCameras LLC
• 10.10 L3Harris Technologies
• 10.11 Leonardo DRS
• 10.12 Lynred
• 10.13 New Imaging Technologies (NIT)
• 10.14 OmniVision Technologies Inc.
• 10.15 Photonis Technologies
• 10.16 Sony Corporation
• 10.17 STMicroelectronics
• 10.18 Teledyne Technologies Incorporated
• 10.19 Thales Group
• 10.20 Xenics NV