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感测器

市场调查报告书

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1445596

飞行时间 (TOF) 感测器 - 市场份额分析、行业趋势与统计、成长预测（2024 - 2029 年）

Time-of-Flight (TOF) Sensor - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2024 - 2029)

出版日期: 2024年02月15日 | 出版商:

Mordor Intelligence | 英文 120 Pages | 商品交期: 2-3个工作天内

价格

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简介目录

飞行时间感测器市场规模预计到 2024 年为 55.2 亿美元，预计到 2029 年将达到 101.2 亿美元，在预测期内（2024-2029 年）CAGR为 21.07%。

主要亮点

所研究的市场是由配备 3D 相机的智慧型手机的需求不断增长所推动的。智慧型手机最显着和最受欢迎的功能之一是其 toF 相机。此外，值得注意的是，全球越来越多的人正在为智慧型手机订阅行动网路。据爱立信称，2022年全球智慧型手机行动网路用户数约为66亿，预计2028年将超过78亿。智慧型手机行动网路用户数最多的国家是中国、印度和美国。
该市场的扩张主要得益于汽车行业对 ToF 感测器需求的不断增长、智慧型手机中 3D 相机使用量的增加以及智慧型手机使用量的增加。由于工业 4.0 和 3D 机器视觉系统在各行业的广泛使用，ToF 感测器市场蕴藏着巨大的发展空间。
根据爱迪生投资研究公司和 OICA 的数据，2016 年至 2025 年西欧的前向汽车摄影机销量将增加。到 2025 年，预计西欧将售出约 1550 万个前向汽车摄影机系统，其中还包括 3D相机。
此外，3D 成像和扫描将在整个预期时间内主宰 ToF 感测器市场。使用 3D 扫描技术可以将物体变成 3D 模型。收集物体的特定区域和尺寸，并且此映射资料可用于使用深度感测进行设计。未来几年，3D 扫描技术的采用将会增加，因为它易于使用。飞行时间技术是一种主动类型的 3D 影像和扫描技术。结构光和立体视觉是另外两种 3D 成像技术，与 ToF 相比速度较慢、可信度较低，并且消耗更多能量。由于 ToF 技术的易用性，预计 3D 影像和扫描应用的需求将会增加。
TOF技术具有工作距离长、应用范围广、距离精度高等优点。然而，也有很多缺点。例如，目前手机上主流的ToF感测器解析度较低（180*240、240*320、240*480等），因此近距离的精度和X/Y解析度可能较低。
AR 和 VR 中相机的使用不断增加可能会为新冠肺炎 (COVID-19) 后的復苏带来新的市场机会。索尼公司推出了 IMX500，其中包括处理能力和记忆体。此影像感测器执行机器学习 (ML) 并有助于为电脑视觉过程提供动力，而无需使用任何外部硬体。 3D ToF 影像感测器可用于智慧型手机，为 AR/VR 应用提供 3D 环境感知。

飞行时间 (TOF) 感测器市场趋势

消费性电子产品将成为最大的最终用户

由于飞行时间感测器在智慧型手机、平板电脑、家用机器人、数位相机、智慧扬声器和电脑投影机中的应用，对飞行时间感测器的需求不断增加。然而，与游戏和娱乐产业相关的设备不包括在该细分市场中。 ToF 相机感应器可测量距离和体积，并提供物件扫描、室内导航、避障、手势辨识、物件追踪和反应式高度计。
在智慧型手机中，ToF 感测器有多种用途，包括生物识别安全（特别是脸部辨识、相机、运动追踪等）。ToF 感测器使智慧型手机相机更加优越。它在行动装置中用于实现模糊效果和自动对焦等摄影功能。- 对焦，使相机能够捕捉物体、背景和人体部位的运动，此外，它还提供引人注目的特效，尤其是在快速动作场景中。
据爱立信称，到 2026 年，全球智慧型手机订阅量预计将达到 75.16 亿部。因此，高阶智慧型手机的日益普及促使智慧型手机製造商推出先进功能，以保持领先于竞争对手。它促进了 TOF 感测器市场的成长，预计在研究期间也会如此。与此一致的是，2022 年 8 月，三星宣布正在开发其 3D ToF 感测器版本，该版本可能会随 Galaxy S21 系列首次亮相。智慧型手机中的感应器将带来更好的人脸辨识和深度感测能力。
所研究市场中的几家领先製造商正在专注于开发新产品，以满足不断增长的需求。例如，2022 年 6 月，意法半导体宣布推出最新的 FlightSense ToF 测距感测器，用于智慧型手机相机管理和虚拟/扩增实境。它采用创新的超表面镜头技术和节能架构，可减少电池消耗、扩展相机的自动对焦范围并提高场景理解。
此外，快速发展的智慧家庭概念增加了已开发国家对家用/服务机器人的需求。服务机器人中的 ToF 感测器透过侦测运动来确定物体和人员的存在。该感测器还可以在任何照明条件下工作，包括充足的阳光，并提供独立于目标颜色和光学透明度的精确距离测量。此外，生活方式的改变、城市化进程的加快以及智慧消费产品渗透率的不断提高，为预测期内所研究的市场成长创造了有利的前景。

亚太地区预计将占据重要市场份额

中国是世界上最大的消费性电子产品生产国和出口国，为该产业提供了巨大的扩张潜力。此外，该地区的电子製造业继续稳步扩张。中国资讯通信研究院的研究显示，2022年1月至2月，主要电子产品製造商增加价值年增12.7%，而全国工业部门增加价值年增7.5%。
中国的消费性电子市场正在迅速扩张，这体现在领先的电子公司的附加价值不断上升以及国内对电子产品的需求不断增长。透过启用脸部辨识、手势控制和深度感应等功能，ToF 感应器显着提高了这些小工具的可用性和功能。随着消费性电子市场的成长，对 ToF 感测器的需求预计也会增加。
日本拥有强劲的消费性电子市场。 ToF 感应器用于虚拟实境 (VR) 耳机、游戏机、智慧型手机和平板电脑。消费者对这些产品及其与 ToF 感测器整合的需求可能会鼓励市场扩张。
在印度，对高阶和旗舰智慧型手机的需求不断增长，以及对增强相机功能、AR/VR 应用、手势识别、脸部解锁、游戏和人工智慧功能的需求不断增长，推动了 ToF 感测器市场的发展。随着客户对这些功能的重视程度越来越高，预计智慧型手机製造商将更频繁地使用 ToF 感测器。它将扩大印度ToF感测器市场的规模。
本研究中考虑的亚太地区其他国家包括澳洲和所有东南亚国家等。这些国家还具有获得相当大市场份额的巨大潜力。韩国和新加坡等国家对高阶智慧型手机和其他消费性电子产品的需求不断增长，鼓励许多公司在亚太地区设立生产基地。台湾等国家的原料供应充足、设施建设水准较低以及劳动成本也有助于这些公司建立区域生产中心。

飞行时间 (TOF) 感测器产业概述

飞行时间 (TOF) 感测器市场高度分散。与索尼公司和意法半导体等老牌公司相关的品牌形像在这个市场具有重大影响力。强大的品牌是良好业绩的代名词，因此老牌玩家有望占上风。考虑到它们的市场渗透率和投资新技术的能力，预计竞争将继续激烈。此外，由于竞争日益激烈，供应商正在市场上进行大量投资。

2023 年 6 月：德州仪器 (TI) 宣布计划扩大在马来西亚的内部製造足迹，在吉隆坡和马六甲设立两家新的组装和测试工厂。透过此次扩张，该公司旨在支持其计划，即到 2030 年实现 90% 的内部组装和测试业务，并包括加强供应控制。
2023 年 1 月：Teledyne Technologies 旗下部门 Teledyne e2v 发布了 Hydra3D+，这是一款新型飞行时间 (ToF) CMOS 影像感测器，具有 832 x 600 像素分辨率，专为灵活的 3D 检测和测量而设计。由于具有创新的片上多系统管理功能，感测器可以与多个活动系统一起运作而不会受到干扰，从而导致资料不准确。

额外的好处：

Excel 格式的市场估算 (ME) 表
3 个月的分析师支持

市场概况
宏观经济走势对市场的影响
市场驱动因素
- 机器视觉系统在各行业的应用不断增加
- 配备 3D 相机的智慧型手机的需求不断增加
市场挑战
- ToF 感测器的局限性
产业价值链分析
产业吸引力－波特五力分析
- 供应商的议价能力
- 买家的议价能力
- 新进入者的威胁
- 替代产品的威胁
- 竞争程度

第 5 章：市场细分

按类型
- 带有相位检测器的射频调製光源
- 距离选通成像仪
- 直接飞行时间成像仪
按应用
- 扩增实境和虚拟现实
- 光达
- 机器视觉
- 3D 成像和扫描
- 机器人和无人机
按最终用户垂直领域
- 消费性电子产品
- 汽车
- 娱乐和游戏
- 工业的
- 卫生保健
- 其他最终用户
按地理
- 北美洲
  - 美国
  - 加拿大
- 欧洲
  - 德国
  - 英国
  - 法国
  - 欧洲其他地区
- 亚太
  - 中国
  - 日本
  - 印度
  - 亚太地区其他地区
- 拉丁美洲
- 中东和非洲

第 6 章：竞争格局

公司简介
- Texas Instruments Incorporated
- STMicroelectronics NV
- Infineon Technologies AG
- Panasonic Corporation
- Sony Corporation
- Teledyne Technologies International Corp.
- Keyence Corporation
- Sharp Corporation
- Omron Corporation
- Invensense Inc. (TDK Corporation)

第 7 章：投资分析

第 8 章：市场的未来

简介目录

Product Code: 69751

The Time-of-Flight Sensor Market size is estimated at USD 5.52 billion in 2024, and is expected to reach USD 10.12 billion by 2029, growing at a CAGR of 21.07% during the forecast period (2024-2029).

Key Highlights

The market under study is driven by the rising demand for smartphones equipped with 3D cameras. One of the smartphones' most notable and popular features is their toF cameras. Additionally, it is noted that more people worldwide are subscribing to mobile networks for smartphones. According to Ericsson, smartphone mobile network subscriptions worldwide reached approximately 6.6 billion in 2022 and are expected to surpass 7.8 billion by 2028. The nations with the most smartphone mobile network subscriptions are China, India, and the United States.
This market's expansion is primarily fueled by rising automotive industry demand for ToF sensors, rising 3D camera use in smartphones, and rising smartphone usage. The market for ToF sensors contains a lot of room to develop because of the expanding use of Industry 4.0 and 3D machine vision systems across various industries.
As per Edison Investment Research and OICA, forward-facing automotive camera unit sales will increase in Western Europe from 2016 to 2025. By 2025, some 15.5 million forward-facing automotive camera systems are expected to be sold in Western Europe, which also includes 3D cameras altogether.
Additionally, 3D imaging and scanning will rule the market for ToF sensors throughout the expected timeframe. An object can be turned into a 3D model using 3D scanning technology. The specific area and dimensions of the object are collected, and this mapping data can be used for designing using depth sensing. Future years will see a rise in the adoption of 3D scanning technology because it is easy to use. Time-of-flight technology is an active type of 3D image and scanning technology. Structured light and stereo vision, the other two 3D imaging techniques, are slower, less trustworthy, and use more energy than ToF. ToF technology is anticipated to experience an increase in demand for 3D imaging and scanning applications because of its accessibility.
TOF technology includes the benefits of long working distances, wide application range, and high distance accuracy. However, there are many disadvantages. For instance, the current mainstream ToF sensor on the mobile phone includes a relatively low resolution (180*240, 240*320, 240*480, etc.), so the accuracy and X/Y resolution in the close range may be relatively low.
The rising use of cameras in AR and VR may open up new opportunities for the market in post-COVID-19 recovery. Sony Corporation introduced the IMX500, which includes both processing power and memory. This image sensor performs machine learning (ML) and aids in powering computer vision processes without using any external hardware. 3D ToF image sensors could be used in smartphones to provide 3D awareness of the environment for AR/VR applications.

Time-of-flight (TOF) Sensor Market Trends

Consumer Electronics to be the Largest End User

The demand for Time-of-Flight sensors is increasing owing to their applications in smartphones, tablets, household robots, digital cameras, smart speakers, and PC projectors. However, devices concerning the gaming and entertainment industry are excluded from the segment. A ToF camera sensor measures the distance and volume and offers object scanning, indoor navigation, obstacle avoidance, gesture recognition, object tracking, and reactive altimeters.
In smartphones, ToF sensors are used for various purposes, including biometric security (particularly facial recognition, cameras, movement tracking, and others. ToF sensors make the smartphone camera superior. It is used in mobile devices for photography features such as blurring effects and auto-focus and enables the camera to capture objects, background, and movement of human body parts. Moreover, it also provides an eye-catching special effect, particularly in fast-action scenes.
According to Ericsson, worldwide smartphone subscription is expected to reach 7,516.0 million units by 2026. Thus, the increasing adoption of high-end smartphones led smartphone manufacturers to introduce advanced features to stay ahead of the competitors. It contributed to the TOF sensors market growth and is expected to do so over the study period. In line with this, in August 2022, Samsung announced it is working on its version of the 3D ToF sensor, which may debut with the Galaxy S21 series. The sensor in the smartphone will bring better face recognition and depth sensing capabilities.
Several leading manufacturers operating in the market studied are focusing on developing new products to meet the growing demand. For instance, in June 2022, STMicroelectronics NV announced its newest FlightSense ToF ranging sensor for smartphone camera management and virtual/augmented reality. It features innovative metasurface lens technology and an energy-efficient architecture that reduces battery drain, extends the camera's autofocus range, and improves scene understanding.
Furthermore, the rapidly growing smart home concept increased the demand for household/service robots in developed countries. ToF sensors in service robots detect motion to determine the presence of objects and people. The sensor can also work in any lighting conditions, including full sunlight, and provides accurate range measurements independent of the target's color and optical transparency. Moreover, the changing lifestyle, growing urbanization, and increasing penetration of smart consumer products created a favorable scenario for the studied market growth during the forecast period.

Asia-Pacific is Expected to Hold Significant Market Share

China is the world's largest producer and exporter of consumer electronics, providing the sector with numerous potential for expansion. Additionally, the region's electronics manufacturing sector continued expanding steadily. According to research by the China Academy of Information and Communications Technology, major electronics manufacturers' added value increased 12.7% year over year between January and February 2022, as opposed to the country's total industrial sector's 7.5% rise.
The consumer electronics market in China is expanding rapidly, reflected in the leading electronics companies' rising added value and rising demand for electronics in the nation. By enabling capabilities like facial recognition, gesture control, and depth sensing, ToF sensors significantly improve the usability and functionality of these gadgets. The need for ToF sensors is projected to rise as the consumer electronics market grows.
Japan includes a robust consumer electronics market. ToF sensors are used in virtual reality (VR) headsets, gaming consoles, smartphones, and tablets. Market expansion was likely encouraged by consumer demand for these products and their integration with ToF sensors.
In India, the ToF sensors market is fueled by the rising demand for premium and flagship smartphones and the rising demand for enhanced camera features, AR/VR apps, gesture recognition, face unlock, gaming, and AI capabilities. As customers place greater value on these functionalities, manufacturers of smartphones are anticipated to use ToF sensors more frequently. It will increase the size of the ToF sensors market in India.
The other countries considered in the Asia Pacific region in this study are Australia, and all Southeast Asian Countries, among others. These countries also include a high potential for gaining a considerable market share. Growing demand for high-end smartphones and other consumer electronics products from countries such as the Republic of Korea and Singapore encourages many companies to set up production establishments in the Asia-Pacific region. The abundant availability of raw materials in countries such as Taiwan, the low establishment of facilities, and labor costs also helped the companies launch their regional production centers.

Time-of-flight (TOF) Sensor Industry Overview

The Time-of-Flight (TOF) Sensor Market is highly fragmented. The brand identity associated with established companies, like Sony Corporation and STMicroelectronics NV, includes a major influence in this market. Strong brands are synonymous with good performance, so long-standing players are expected for an upper hand. Considering their market penetration and the ability to invest in new technologies, the competitive rivalry is expected to continue to be high. Moreover, vendors are investing significantly in the market due to increasing competition.

June 2023: Texas Instruments Inc. announced plans to expand its internal manufacturing footprint in Malaysia with two new assembly and test factories in Kuala Lumpur and Melaka. Through this expansion, the company aims to support its plan to bring 90% of its internal assembly and test operations by 2030 and include greater supply control.
January 2023: Hydra3D+, a new Time-of-Flight (ToF) CMOS image sensor with 832 x 600 pixel resolution designed for flexible 3D detection and measurement, is released by Teledyne e2v, a division of Teledyne Technologies. Due to an inventive on-chip multi-system management function, the sensor can operate alongside numerous active systems without interference, resulting in inaccurate data.

Additional Benefits:

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

1 INTRODUCTION

1.1 Study Assumptions and Market Definition
1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET INSIGHTS

4.1 Market Overview
4.2 Impact of Macroeconomics Trend on the Market
4.3 Market Drivers
- 4.3.1 Growing Adoption of Machine Vision Systems Across Various Industries
- 4.3.2 Increasing Demand for Smartphones Enabled with 3D Cameras
4.4 Market Challenges
- 4.4.1 Limitations of ToF Sensors
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 Buyers
- 4.6.3 Threat of New Entrants
- 4.6.4 Threat of Substitute Products
- 4.6.5 Degree of Competition

5 MARKET SEGMENTATION

5.1 By Type
- 5.1.1 RF-modulated Light Sources with Phase Detectors
- 5.1.2 Range-Gated Imagers
- 5.1.3 Direct Time-of-Flight Imagers
5.2 By Application
- 5.2.1 Augmented Reality and Virtual Reality
- 5.2.2 LiDAR
- 5.2.3 Machine Vision
- 5.2.4 3D Imaging and Scanning
- 5.2.5 Robotics and Drones
5.3 By End-user Vertical
- 5.3.1 Consumer Electronics
- 5.3.2 Automotive
- 5.3.3 Entertainment and Gaming
- 5.3.4 Industrial
- 5.3.5 Healthcare
- 5.3.6 Other End Users
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 Germany
  - 5.4.2.2 United Kingdom
  - 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 Asia Pacific
- 5.4.4 Latin America
- 5.4.5 Middle East and Africa

6 COMPETITIVE LANDSCAPE

6.1 Company Profiles
- 6.1.1 Texas Instruments Incorporated
- 6.1.2 STMicroelectronics NV
- 6.1.3 Infineon Technologies AG
- 6.1.4 Panasonic Corporation
- 6.1.5 Sony Corporation
- 6.1.6 Teledyne Technologies International Corp.
- 6.1.7 Keyence Corporation
- 6.1.8 Sharp Corporation
- 6.1.9 Omron Corporation
- 6.1.10 Invensense Inc. (TDK Corporation)