3D 传感器市场 - 增长、趋势、COVID-19 影响和预测 (2023-2028)

在预测期内，3D 传感器市场预计将以 18% 的复合年增长率增长。

3D 技术的采用正在各个工业领域取得进展，并且正在开发可以测量形状的实时传感器。 先进的技术缩小了曾经笨重的设备的尺寸。 此外，快速的技术进步在使用这些传感器的各个工业领域开闢了许多新的应用。

主要亮点

• 提高传感器与物联网平台的兼容性正成为促进远程监控的先决条件。 物联网连接的消费电子产品为工业、医疗、消费电子产品和汽车等应用中的传感器开闢了巨大的可能性。 根据思科的年度互联网报告，到 2023 年将有近 300 亿个连接设备和连接，高于 2018 年的 184 亿。 到 2023 年，物联网设备将占所有联网设备的 50%（147 亿），高于 2018 年的 33%（61 亿）。 此类物联网设备的增加预计将推动研究目标市场的增长。
• 此外，政府针对智能家居和建筑的举措正在推动 3D 传感器的采用。 最近，利兹、萨顿和里士满议会推进了家庭物联网技术，以更好地支持他们的居民并提高服务效率。 此外，2022 年 7 月，Senet, Inc. 和数据分析软件、低功耗广域网 (LPWAN) 无线通信公司 Iota Communications, Inc. 宣布成立合资企业，以加速智能基础设施 3D 传感器的采用。宣布建立合作伙伴关係，通过 LoRaWAN 提供超过 915 MHz 未许可频谱和 IotaComm 的 800 MHz FCC 许可频谱的网络连接。
• 预计对消费电子产品的需求不断增长将为公司增加收入提供机会。 此外，可支配收入的增加、5G的出现以及电信基础设施的发展等多种因素正在推动全球对智能手机的需求激增。 例如，根据爱立信的数据，全球智能手机用户数为 62.59 亿，预计到 2027 年将达到 76.9 亿。
• TDK 公司最近宣布将 HAR 3927 添加到 Micronas 的直角霍尔效应传感器系列中。 本产品采用独特的3D HAL像素单元技术，满足符合ISO 26262的开发需求。 该传感器具有符合 SAE J2716 修订版的比例模拟输出和数字 SENT 接口。 这些新兴市场的发展将进一步推动市场增长。
• 此外，2022 年 5 月，英飞凌和 pmdtechnologies 共同为 Magic Leap 2 开发了 3D 深度传感技术，以实现尖端的工业和医疗应用。 IRS2877C 飞行时间成像器捕捉用户周围的物理环境，帮助设备理解并最终与之交互。
• 此外，机器变得更加智能和直观的工业 4.0 革命增加了工业应用对传感器的需求。 IFR 预测，到 2024 年，全球工厂中将有 518,000 台工业机器人在运行，全球安装量将大幅增加。 工业机器人市场的有利增长轨迹预计将在同一时期推动传感器需求。
• 专注于提高效率和准确性以及解决局限性的多种类型的生物传感器研究有望引领生物传感器的采用。 例如，2022 年 8 月，芝加哥大学普利兹克分子工程学院的一项新研究发现，直接佩戴在皮肤上的柔性、有弹性的计算芯片可以使用人工智能 (AI) 实时收集和分析健康数据。它能做什么。 该设备称为神经形态计算芯片，使用半导体和电化学晶体管从接触皮肤的生物传感器收集数据。 与其他可穿戴设备（例如智能手錶）在用户皮肤和设备之间留有小间隙不同，该芯片被设计为直接佩戴以提高传感器准确性和数据收集。 同样在 2022 年 7 月报导，IUPUI 理学院的研究人员正在致力于创造新的生物传感器，以满足未来 COVID-19 测试速度和效率的要求。
• COVID-19 爆发对研究目标市场产生了巨大影响。 许多最终用户公司受到影响，包括电子製造行业。 许多製造业涉及在工厂中工作，这些工厂一起工作并保持密切联繫以提高生产率。 此外，製造服务业历来对变化反应迟缓。 产品组装、原型开发和风险评估是需要仔细规划的精细工作流程。 因此，製造商不得不在此 COVID-19 期间做出重大调整。

3D 传感器市场趋势

汽车占据很大份额

• 3D 传感器广泛用于汽车行业，用于监控车辆的各个方面，例如车辆温度、冷却液系统、机油压力和车速。 对更安全、更清洁车辆的需求不断增长，推动了汽车行业对 3D 传感器的需求。 例如，传感器提供有关发动机清洁高效燃料燃烧的信息，有助于显着降低排放值和燃料消耗。
• 据 IBEF 称，到 2030 年，印度可能会成为共享出行领域的领导者，从而为电动汽车和自动驾驶汽车带来机遇。 此外，2022 年 4 月，塔塔汽车宣布计划在未来五年内向其乘用车业务投资 24,000 瑞典克朗（30.8 亿美元）。 此外，据中国汽车工业协会称，到2022年4月，中国将生产约21万辆商用车和约99万辆乘用车。 对这些车辆的投资将进一步推动市场的增长。
• 此外，根据美国汽车政策委员会的数据，汽车製造商及其供应商是美国最大的製造业，约占美国 GDP 的 3%。 仅在过去五年中，FCA US、福特和通用汽车就宣布在美国组装、发动机和变速箱工厂、研发实验室、行政办公室和其他连接和支持它们的基础设施上投资约 350 亿美元。
• 此外，在自动化市场中，各种现有和新参与者都在开发和推出更多独特的产品，从而加剧了市场竞争。 例如，2022 年 7 月，Universal Robots 推出了一款新型协作机器人，其有效载荷为 20 公斤，可协助机器搬运重物。 这些更强大、更快、能力更强的协作机器人的推出将加速公司在医疗保健、消费电子等高增长领域的扩张，并满足许多行业对自动化日益增长的需求。
• 此外，汽车和汽车行业可能会受到 3D 建模市场的巨大影响，从而推动 3D 传感器市场的发展。 此外，这个市场上的各种供应商正在取得许多技术进步。 最近，横滨橡胶和 Zenrin 已经开始对安装在轮胎内表面的传感器进行实际应用测试，作为使用物联网兼容路面传感系统进行路面和胎面磨损测量的示范测试。
• 此外，2022 年 6 月，Centronics 宣布将与英国公司 HORIBA 合作，为汽车行业推出下一代超声波油耗测量传感器“HORIBA RealFlow：由 Sentronics 提供支持”。 HORIBA RealFlow配备了最新的超声波燃油流量传感专利技术，可以精确安装在引擎盖下，为车辆验证和测试应用提供所需的燃油消耗实时测量。 它还在 1000:1 的量程比范围内将流量测量精度提高到 ±0.5%，与传统产品相比提供了最佳性能。

北美市场份额大

• 在北美，由于消费电子产品和汽车领域对 3D 传感器的需求不断增长，预计美国将成为最大的增长市场。
• 在美国，随着智能手机越来越受欢迎，预计对传感器的需求也会同时增加。 根据美国人口普查局和消费者技术协会的数据，2022 年美国智能手机销售额将达到 747 亿美元，而 2021 年为 730 亿美元。 随着智能手机在市场上的普及，对 3D 传感器的需求预计将以同样的速度增长。
• 最近，Qualcomm 宣布为其第二代 3D Sonic 传感器推出显示屏下指纹识别器。 与三星 Galaxy S20 和 Note20 型号中的第一代扫描仪相比，新扫描仪的指纹读取区域扩大了 77%，速度提高了 50%。
• 此外，Apple 的 iPhone 在美国智能手机需求增长方面发挥了重要作用。 例如，2022 年 9 月，Apple 在加利福尼亚发布了 iPhone 14 和 iPhone 14 Plus。 除了流行的 6.1 英寸设计外，它还具有独特的 6.7 英寸大尺寸、全新的双摄像头系统、碰撞检测、智能手机行业首个通过卫星提供紧急 SOS 的安全服务，以及 iPhone 的多种实用电池寿命。。 同样，在加拿大，越来越多的人想要尝试创新技术。
• 此外，越来越多的消费者喜欢高画质，例如笔记本电脑、超高清和 4K 电视。 预计这将进一步推动 3D 传感器市场。 此外，该地区正在见证自动驾驶汽车等新技术的快速采用，预计这将推动汽车行业对 3D 传感器的需求。

3D 传感器市场竞争对手分析

3D 传感器市场竞争激烈。 然而，随着创新和可持续产品的兴起，为了保持其在全球市场的地位，许多公司正在通过开拓新市场和获得新合同来增加其市场占有率。。

2022 年 9 月，高分辨率数字激光雷达传感器的领先製造商 Austar Corporation 发布了一套用于大批量物料搬运应用的 3D 工业激光雷达传感器。 高分辨率 OS0 和 OS1 传感器工业系列旨在满足叉车、港口设备和自主移动机器人 (AMR) 製造商的需求，同时价格实惠，适合大批量车队。 据该公司称，工业传感器套件的 3D 功能在不增加系统成本或复杂性的情况下提供卓越的分辨率、范围和视野，优于传统的 2D 激光扫描仪。

2022 年 6 月，ST 宣布推出首款采用超光学技术的 3D 传感器。 这种直接飞行时间传感器是一种用于智能手机、虚拟现实耳机和机器人的深度传感器。 Meta-Optics 可以替代现有的复杂多元件镜片。 它们可以收集更多的光，在一层中执行多种功能，并使用更少的空间，同时在智能手机和其他设备中实现新形式的传感。

其他好处

• Excel 格式的市场预测 (ME) 表
• 三个月的分析师支持

内容

第1章介绍

• 调查结果
• 调查假设
• 本次调查的范围

第2章研究方法论

第 3 章执行摘要

第4章市场动态

• 市场概览
• 市场驱动因素和限制因素简介
• 市场驱动力
  • 消费电子产品中对支持 3D 的设备的需求不断增长
  • 扩大 3D 传感技术在游戏领域的应用
  • 在小型电子设备中集成光学和电子元件
• 市场製约因素
  • 设备维护成本高
  • 与不同设备接口的集成
• 工业价值链分析
• 行业吸引力 - 波特五力分析
  • 供应商的议价能力
  • 消费者的议价能力
  • 新进入者的威胁
  • 替代品的威胁
  • 竞争公司之间的敌对关係

第 5 章市场细分

• 按产品分类
  • 位置传感器
  • 图像传感器
  • 温度传感器
  • 加速度计
  • 其他产品
• 按技术
  • 超声波
  • 结构光
  • 飞行时间
  • 其他技术
• 按最终用户行业
  • 消费类电子产品
  • 车载
  • 医疗保健
  • 其他行业
• 按地区
  • 北美
    • 美国
    • 加拿大
  • 欧洲
    • 英国
    • 德国
    • 法国
    • 其他欧洲地区
  • 亚太地区
    • 中国
    • 日本
    • 印度
    • 其他亚太地区
  • 拉丁美洲
    • 墨西哥
  • 中东和非洲

第6章竞争格局

• 公司简介
  • 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 市场机会与将来动向

第8章 投资分析

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