智能手机相机镜头市场 - 增长、趋势、COVID-19 的影响和预测 (2023-2028)

在预测期内，智能手机相机镜头市场预计将以 8% 的复合年增长率增长。

智能手机製造商销售稳定，市场需求激增。 然而，与历史上限制供应链的需求曲线类似，当前的市场情景呈现供需失衡，限制了所研究市场的整体增长潜力。

主要亮点

• 智能手机製造商开始关注相机质量，以实现更高的产品差异化。 由于消费者的需求以及从独立相机向智能手机相机的转变，现代智能手机中的相机正在以惊人的速度发展。 配备先进相机系统的最新智能手机的推出有望推动市场发展。 例如，Apple Inc. 于 2022 年 9 月发布的 iPhone 14 和 iPhone 14 Plus 配备了强大的摄像头系统，其中包括全新的前置和后置 TrueDepth 摄像头、具有独特角度的超广角摄像头以及光子引擎。我正在做.
• 由于智能手机在世界范围内的普及，由于对相机质量的承诺和实现更高的产品差异化，预计这些智能手机对相机镜头的需求量很大。 由于消费者对更高图像质量的需求以及从独立相机向智能手机相机的转变，安装在智能手机中的相机正在快速发展。
• 此外，Instagram 和 Snapchat 等社交媒体用户越来越要求跟上产品摄影和人像摄影的最新趋势，社交媒体影响者的激增正在推动对大光圈镜头的需求。我们支持招聘。 这也对市场增长产生了重大影响。
• 此外，双摄像头和多摄像头的趋势越来越明显。 这是智能手机的新技术，它是通过增加一个辅助摄像头来实现的，而不会在设计方面牺牲太多，这是一个好兆头。 我认为未来对双摄像头的需求是光明的。 双镜头相机还可以通过改变每个镜头的焦距来提高变焦能力。
• 创新功能和价格下降预计将进一步推动智能手机相机镜头市场。 中国、日本和印度等一些国家的低系统可用性和强劲的经济增长预计将为亚太地区的智能手机相机镜头市场提供重要机会。 因此，智能手机需求的增长直接影响到智能手机相机镜头行业的消费。
• 由于持续的 COVID-19 大流行，市场对供应链造成了相当大的破坏。 由于部分地区的智能手机销量暴跌，对智能手机相机镜头的需求下降。 例如，在印度，智能手机销量在 2021 年第二波 COVID-19 期间大幅下降。

智能手机相机镜头的市场趋势

先进相机技术的引入推动了市场

• 随着对更薄智能手机的需求不断增长，设备设计人员正在利用智能手机的高度和宽度，将更多摄像头集成到智能手机中，从而打开了智能手机中多摄像头镜头的市场。
• 由于生活方式的改变使智能手机成为必需品而非奢侈品，因此智能手机相机镜头的需求量很大。 此外，随着可支配收入的增加，有摄影等爱好的消费者更有可能购买。 因此，具有全系列相机镜头的高端智能手机的普及可能会增加。
• 由于图像稳定、数码相机处理器速度更快以及存储设备容量和速度显着提高等技术进步，智能手机的销量迅速增长。 例如，据爱立信称，2026 年全球智能手机用户数预计将达到 75.16 亿。
• 智能手机的主要创新方向之一仍然是光学技术。 远摄变焦、夜间模式、超广角和高图像质量等改进为相机稳定性、厚度、光学分辨率等设定了更严格的标准。
• 考虑到智能手机摄像头数量的结构性增长以及高科技能力和资本密集度带来的巨大进入壁垒，与其他组件子行业相比，光学镜头行业处于有利地位。我猜。

亚太地区将显着增长

• 最终用户不断增长的需求促使我们投资并加强我们在紧凑型相机组件方面的能力。 例如，小米的零部件供应商合力泰科技将在2019-2022年在印度投资2亿美元，其中包括可能出售给小米的紧凑型相机零部件和电容式触控面板模块（CTP），我正计划製造。
• 移动用户数量的增加也促进了区域市场的增长。 根据 GSMA 的数据，到 2025 年，亚太地区将占全球所有新客户的一半以上。 届时，预计该地区将新增 2.66 亿移动用户，增至超过 30 亿。
• 中国的华为推出了一款 Android 智能手机，可以在使用双摄像头技术拍摄后重新对焦。 此功能是与中国科技公司和德国相机製造商徕卡合作实施的。
• 亚太地区的大多数智能手机製造商都推出了具有高相机质量的智能手机，这也推动了市场创新。 例如，小米于 2022 年 4 月在印度发布的智能手机“12 Pro”具有三重后置摄像头布置，包括一个 50 像素超广角传感器、一个带 OIS 的 50 像素主传感器和一个 50 像素长焦传感器。 前置32兆像素摄像头，支持视频、自拍、视频通话。

智能手机相机镜头市场竞争者分析

智能手机相机镜头市场的竞争是温和的。 有这么多大大小小的参与者，它似乎正在走向一个稍微集中和分散的阶段。 主要市场参与者包括 Ability Opto-Electronics Technology、AAC Technologies、Cowell Optics、IM、Kantatsu 等。 这些公司不断创新并形成战略合作伙伴关係以保持其市场份额。

2022年4月，Kosia Optics宣布将为三星提供镜头模组，用于Galaxy S智能手机系列，包括已推出的Galaxy S22系列。 该镜头模组用于Galaxy S智能手机系列人脸摄像头。

2021 年 4 月，随着 P50 Pro 的发布，华为部署了一个专用的 40 兆像素单色传感器，与主 50 兆像素全色传感器配合使用可降低图像噪点并增强细节。

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

• 研究假设和市场定义
• 调查范围

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
• 产业吸引力 - 波特五力分析
  • 买家的议价能力
  • 供应商的议价能力
  • 新进入者的威胁
  • 替代品的威胁
  • 竞争公司之间的敌对关係
• COVID-19 对智能手机相机镜头市场的影响
• 市场驱动因素
  • 多摄像头方法的演变和先进摄像头技术的引入
• 市场挑战
  • 智能手机销售放缓，价格竞争加剧

第 5 章市场细分

• 按地区
  • 亚太地区
  • 美洲
  • 欧洲

第6章厂商排名分析

第7章竞争格局

• 公司简介
  • Ability Opto-Electronics Technology Co. Ltd
  • AAC Technologies
  • Cowell Optics
  • IM Co. Ltd
  • Kantatsu Co. Ltd
  • SEKONIX Co. Ltd
  • Genius Electronic Optical（GSEO）
  • Sunny Optical Technology Company Limited
  • Largan Precision Company Limited
  • Union Optech（Zhongshan）Co. Ltd
  • Kinko Optical Co. Ltd
  • Haesung Optics

第8章 投资分析及机会

The smartphone camera lens market is expected to register a CAGR of 8% during the forecast period. The market demand is surging, with stable sales registered by several smartphone manufacturers. However, similar to the historically undulating demand curve with supply chain restrictions, the current market scenario indicates a demand-supply in-equilibrium that delimits the overall growth potential of the market studied.

Key Highlights

• Smartphone manufacturers have started focusing on the quality of their cameras to achieve higher product differentiation. The cameras in the latest smartphones are evolving at a breakneck pace, owing to the demand of consumers and a shift in trend from using standalone cameras to smartphone cameras. The introduction of the latest smartphones with advanced camera systems is expected to propel the market. For instance, in September 2022, Apple Inc. introduced iPhone 14 and iPhone 14 Plus, featuring a strong camera system that includes new TrueDepth cameras on the front and back, an Ultra Wide camera for unique angles, and a Photonic Engine.
• The massive growth in smartphones worldwide is expected to create massive demand for camera lenses for these smartphones due to the growing focus on the quality of their cameras and achieving higher product differentiation. The cameras in smartphones are evolving at a rapid pace, owing to the demand from consumers for better picture quality and a gradual shift in trend from using standalone cameras to smartphone cameras.
• Moreover, the growing demand for social media users to keep par with the latest trends, like Instagram and Snapchat, with product photography or portrait photography, coupled with a massive growth of social media influencers are augmenting the adoption of a lens with a wider aperture. This also made a significant impact on the growth of the market.
• There is also an increasing trend for dual-camera or multiple cameras. This is a new technology for smartphones, which is attained by adding a secondary camera without sacrificing much in the way of design is a good sign. In the future, the demand for dual-camera systems will be bright. A dual-lens camera may also improve zoom capability by having a different focal length on each lens.
• Innovative features and a decline in prices are expected to further propel the smartphone camera lens market. The availability of systems at a low price and robust economic growth in some countries, such as China, Japan, and India, is likely to offer significant opportunities to the smartphone camera lens market in the Asia-Pacific. Thus, the growth in smartphone demand is directly impacting the consumption of the smartphone camera lens industry.
• Due to the ongoing COVID-19 pandemic, the market witnessed considerable disruptions in the supply chain. The demand for smartphone camera lenses decreased with a steep nosedive in smartphone sales in a few regions. For instance, in India, the sales of smartphones dropped considerably during the second COVID-19 wave in 2021.

Smartphone Camera Lens Market Trends

Introduction of Advanced Camera Technologies to Drive the Market

• With the constant increase in demand for a slimmer smartphone, the designers of the devices have made use of the larger height and width of phones by building the increased number of cameras in the phone, creating a market for multiple camera lenses in the smartphone.
• Smartphone camera lenses remain in great demand due to a shift in people's lifestyles in which possessing a smartphone is no longer a luxury but a necessity. Increasing disposable income raises the likelihood of consumers purchasing hobbies like photography. This may result in increased adoption of high-end smartphones with better camera lenses.
• The sale of smartphones increased rapidly due to evolving technology, such as image stabilization, faster processors for digital cameras, and a significant increase in storage devices capacity and improved speed. For instance, according to Ericsson, worldwide smartphone subscription is expected to reach 7,516 million units by 2026.
• One of the key direction for smartphone innovations continue to be optics. The upgrade in tele-zoom, night mode, ultra-wide-angle, and high image resolution features have set more demanding standards for camera stability, height thickness, and optical resolution.
• The optical lens industry is better-placed relative to other component sub-sectors in light of the structural growth of the number of cameras in smartphones and significant entry barriers created by high technological capabilities and capital intensity.

Asia-Pacific to Witness Significant Growth

• The increasing demand from end-user manufacturers motivates market suppliers to enhance their investment and capabilities for compact camera components. For instance, Holitech Technology, a component supplier of Xiaomi, planned to invest USD 200 million from 2019-2022 in India to manufacture compact camera components, capacitive touch screen modules (CTP), etc., which may be sold to Xiaomi.
• The growing mobile subscribers have also contributed to the regional market's growth. According to GSMA, by 2025, Asia-Pacific will represent over half of all new customers worldwide; by then, it is expected that 266 million additional mobile subscribers to be linked across the region, increasing the number to over 3 billion.
• Huawei, a China-based company, launched an Android smartphone that uses dual-camera technology to let owners refocus photos after they have been taken. The feature is being implemented by the collaboration between the Chinese tech firm and German camera maker Leica.
• The majority of smartphone manufacturers in the Asia-Pacific region launching smartphones with high camera quality are also driving innovation in the market. For example, in April 2022, Xiaomi launched the 12 Pro smartphone in India, featuring a triple rear camera arrangement consisting of a 50-megapixel ultra-wide-angle sensor, a 50-megapixel main sensor having OIS, and a 50-megapixel telephoto sensor. The smartphone boasts a 32-megapixel camera on the front for videos, selfies, and video calls.

Smartphone Camera Lens Market Competitor Analysis

The smartphone camera lens market is moderately competitive. It appears to be mildly concentrated, moving toward the fragmented stage due to the presence of many large and small players in the market. Some of the major market players include Ability Opto-Electronics Technology Co. Ltd., AAC Technologies, Cowell Optics, IM Co. Ltd., and Kantatsu Co. Ltd., among others. These companies keep innovating and entering into strategic partnerships to retain their market share.

April 2022, Coasia Optics announced the provision of a lens module to Samsung for usage on the Galaxy S smartphone series, beginning with the introduced Galaxy S22 series. The lens module would be utilized for the face camera on the Galaxy S smartphone series.

April 2021, with the launch of the P50 Pro, Huawei deployed a 40-megapixel monochrome-only sensor that reduces image noise and enhances detail when used in conjunction with the main 50-megapixel full-color sensor.

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

• 1.1 Study Assumptions and Market Definition
• 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET DYNAMICS

• 4.1 Market Overview
• 4.2 Industry Attractiveness - Porter's Five Forces Analysis
  • 4.2.1 Bargaining Power of Buyers
  • 4.2.2 Bargaining Power of Suppliers
  • 4.2.3 Threat of New Entrants
  • 4.2.4 Threat of Substitute Products
  • 4.2.5 Intensity of Competitive Rivalry
• 4.3 Impact of COVID-19 on the Smartphone Camera Lens Market
• 4.4 Market Drivers
  • 4.4.1 Evolution of Multiple Camera Approaches and Introduction of Advanced Camera Technologies
• 4.5 Market Challenges
  • 4.5.1 Slow Down of Smartphone Sales and Increasing Pricing Competition

5 MARKET SEGMENTATION

• 5.1 By Geography
  • 5.1.1 Asia-Pacific
  • 5.1.2 Americas
  • 5.1.3 Europe

6 VENDOR RANKING ANALYSIS

7 COMPETITIVE LANDSCAPE

• 7.1 Company Profiles
  • 7.1.1 Ability Opto-Electronics Technology Co. Ltd
  • 7.1.2 AAC Technologies
  • 7.1.3 Cowell Optics
  • 7.1.4 IM Co. Ltd
  • 7.1.5 Kantatsu Co. Ltd 
  • 7.1.6 SEKONIX Co. Ltd
  • 7.1.7 Genius Electronic Optical (GSEO)
  • 7.1.8 Sunny Optical Technology Company Limited
  • 7.1.9 Largan Precision Company Limited
  • 7.1.10 Union Optech (Zhongshan) Co. Ltd
  • 7.1.11 Kinko Optical Co. Ltd
  • 7.1.12 Haesung Optics

8 INVESTMENT ANALYSIS AND OPPORTUNITIES