相机镜头：市场占有率分析、产业趋势/统计、成长预测（2024-2029）

相机镜头市场规模预计到 2024 年为 58.7 亿美元，预计到 2029 年将达到 80.2 亿美元，在预测期内（2024-2029 年）复合年增长率为 6.5%。

相机镜头是一种光学机身，有助于将单一镜头或一组镜头安装到相机机身上。各种镜头可以互换，其他镜头则整合到相机的结构中。现代镜头透过将入射角和屈光设定为相等的值来最大限度地减少像差，并具有聚焦元件，使操作员能够确定影像的哪些部分Sharp Corporation，哪些部分模糊。

主要亮点

• 智慧型手机相机技术的最新进展集中在提高镜头的光学性能以及添加防手震和先进自动对焦系统等附加功能。这些改进提高了智慧型手机相机的性能，并扩展了行动摄影和摄影的可能性。
• 配备专业级相机的智慧型手机正变得越来越流行。推动市场成长的主要因素是智慧型手机相机技术的进步以及社交媒体平台对引人入胜的视觉内容的需求不断增加。智慧型手机製造商在相机技术方面取得了重大进步，使其能够配备更高品质的镜头、感光元件和影像处理功能。这些进步弥补了传统相机和智慧型手机之间的差距，使用户能够使用智慧型手机拍摄专业外观的照片和影片。这些进步包括更大的感测器、多个镜头、光学影像防手震、先进的自动对焦系统、计算摄影技术等等。这些功能使智慧型手机能够捕捉具有出色细节、动态范围和低照度性能的高品质影像。
• 相机镜头透过提供有关车辆周围环境的视觉讯息，在自动驾驶汽车中发挥重要作用。摄影机固定在汽车的各个侧面（前、后、右、左），提供汽车周围环境的360度全方位视图。这使得它能够侦测附近的障碍物、行人和其他车辆。
• 大规模製造相机镜头面临一些挑战。这些挑战包括设计和製造镜头元件、确保光学品质、控制製造成本以及响应市场需求。设计和製造镜片元件是製造过程中的关键步骤。
• 由于生产暂停，COVID-19 大流行对电子产业产生了重大影响。因此，各领域对电子设备和半导体产品的需求不断增加。 COVID-19 的影响包括对欧洲製造业的广泛干扰以及中国製造零件的出口暂停。这些因素对全球相机镜头市场产生了负面影响。

相机镜头市场趋势

行动消费电子应用领域预计将占据主要市场占有率

• 行动电话的相机镜头起着捕捉光线、将其引导至相机感应器并将其转换为影像的重要作用。该镜头是一个重要的组件，极大地影响所得影像的品质和清晰度。镜头越贵，您可以拍摄的照片就越精确和详细。随着行动电话的普及，该领域的市场前景有望成长。
• 行动电话相机镜头近年来取得了长足的进步，某些机型配备了多个镜头以满足各种需求。例如，某些型号配备广角镜头，非常适合捕捉令人惊嘆的风景和合影，而另一些型号则配备长焦镜头，可放大远处的物体。毫无疑问，行动电话相机镜头在智慧型手机中发挥着重要作用，近年来取得了令人瞩目的进步。随着技术的发展，预计智慧型手机相机镜头及其卓越的影像品质将进一步提高。
• 智慧型手机需求的不断增长以及智慧型手机技术的持续进步是行动电话相机镜头需求不断增长的主要驱动力。根据 GSMA 的数据，亚太地区的智慧型手机普及率预计将从 2022 年的 76% 增加到 2030 年的 94%。
• 随着消费者在购买时更加重视照片和影片拍摄功能，智慧型手机相机镜头的需求预计将大幅成长。此外，由于多种因素，对提高影像品质的需求日益增长，预计将推动相机镜头技术的进步，以满足行动应用日益增长的需求。
• 因此，智慧型手机相机采用了创新的镜头技术，可提高影像品质和功能。一个例子是玻璃+塑胶透镜技术，它结合了不同的材料来优化光学性能。智慧型手机现在有多个相机镜头，每个镜头都有特定的用途。这使得使用者可以探索各种拍摄模式，例如广角、长焦和微距。对专用镜头技术的需求不断增长预计将有助于市场成长。

亚太地区主导市场

• 亚太地区是智慧型手机製造的重要中心，需要稳定的相机镜头供应。该地区的消费者越来越喜欢具有高解析度相机的智慧型手机来拍摄照片和影片。这种需求正在推动对先进智慧型手机相机镜头的需求。
• 亚太地区是智慧型手机的重要市场之一，主要是因为其高度开拓的通讯业和庞大的基本客群。根据中国国家统计局的数据，2022年，中国智慧型手机产量将达到近16亿支。中国是全球最主要的智慧型手机生产国。 2021年和2020年智慧型手机产量分别为16.7亿支和14.7亿支。据 IBEF 称，按国家划分，印度是主要企业的行动电话出口国之一。该国的目标是到2026年生产价值3,000亿美元的电子设备。智慧型手机製造可能是实现印度雄心勃勃目标的关键。
• 印度、中国、韩国和台湾等国家对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国家设立工厂。例如，全球智慧型设备品牌OPPO最近在印度设立了智慧型手机製造工厂。凭藉高科技製造能力、创新自动化和最先进的设备，OPPO 印度诺伊达工厂目前每三秒生产一支智慧型手机。为了确保市场上智慧型手机的无缝供应链，OPPO 印度手机工厂随时为超过 120 万部智慧型手机保留材料库存。
• 该地区的汽车工业也占该地区相机镜头总需求的很大一部分。例如，中国是全球最大的汽车市场，2022年乘用车销售量将达到2,356万辆（根据OICA的数据）。 IEA预计，中国将在2022年成为最大的电动车市场，约占全球电动车销量的60%。目前，全球道路上行驶的电动车有一半以上在中国，而且中国已经超额完成了 2025 年新能源车销售目标，推动了某些产品的推出。
• 2023年8月，合肥海图微电子完成1亿元人民币（约1,375万美元）Pre-B轮股权融资。这使得本轮资金筹措达到约 5,000 万美元或更多。这笔资金将用于影像感测器的量产，以及加大对基于新技术的机器视觉、汽车电子和医疗领域CIS产品的研发投入。此类投资可能会为所研究的市场带来更多机会。

相机镜头产业概况

相机镜头市场高度分散。合併、收购和产品发布等多种市场策略扩大了研究市场的范围。

例如，2024年1月，Panasonic发布了基于L卡口系统标准的全新LUMIX S 100mm F2.8 MACRO（S-E100）镜头。

2023年9月，腾龙宣布推出适用于SONYE卡口全片幅无反光镜相机的广角变焦镜头17-50mm F/4 Di III VXD（型号A068）。

其他福利：

• Excel 格式的市场预测 (ME) 表
• 3 个月分析师支持

目录

第一章简介

• 研究假设和市场定义
• 调查范围

第二章调查方法

第三章执行摘要

第四章市场洞察

• 市场概况
• 产业吸引力－波特五力分析
  • 供应商的议价能力
  • 买方议价能力
  • 新进入者的威胁
  • 替代品的威胁
  • 竞争公司之间敌对关係的强度
• 产业价值链分析
• 宏观经济因素与 COVID-19 影响评估
• 技术简介
  • 内建镜头
  • 可更换镜头

第五章市场动态

• 市场驱动因素
  • 配备商务用相机的智慧型手机日益普及
  • 自动驾驶汽车中相机镜头的使用增加
• 市场挑战
  • 量产挑战
  • 行业利润率下降

第六章 市场细分

• 按用途
  • 消费性电子产品
    • 移动的
    • AR/VR/MR
    • 其他的
  • 车
  • 医疗保健
  • 其他的
• 按地区
  • 北美洲
  • 欧洲
  • 亚太地区
  • 拉丁美洲
  • 中东/非洲

第七章 竞争格局

• 供应商定位分析
• 公司简介
  • Largan Precision Co. Ltd
  • Sunny Optical Technology（Group）Company Limited
  • Kantatsu Co. Ltd
  • Genius Electronic Optical Co. Ltd
  • Sekonix Co. Ltd
  • Canon Inc.
  • AAC Technologies Holdings Inc.
  • Ability Opto-Electronics Technology Co. Ltd
  • Sunex Inc.
  • Tamron Co. Ltd
  • Haesung Optics Co. Ltd
  • O-film Group Co. Ltd
  • Samsung Electro-mechanics Co. Ltd

第八章投资分析

第九章 市场机会及未来趋势

The Camera Lens Market size is estimated at USD 5.87 billion in 2024, and is expected to reach USD 8.02 billion by 2029, growing at a CAGR of 6.5% during the forecast period (2024-2029).

A camera lens is an optical body that facilitates a single lens or a collection of lenses that mount to a camera body. Various lenses are interchangeable, while others are built into the camera's construction. Modern lenses always look forward to setting the angle of incidence and the angle of refraction to equal values to minimize aberration and feature a focus element that permits the operator to dictate which portions of the image are sharp and which are blurred.

Key Highlights

• Recent advances in smartphone camera technology have focused on improving the optical performance of the lens, as well as incorporating additional features such as visual image stabilization and advanced autofocus systems. These improvements have helped make smartphone cameras more capable and opened up many mobile photography and videography possibilities.
• The adoption of smartphones equipped with professional-grade cameras has steadily increased. Prime factors responsible for the market's growth include advancements in smartphone camera technology and the rising demand for social media platforms for attractive visual content. Smartphone manufacturers have significantly advanced camera technology, allowing them to incorporate high-quality lenses, sensors, and image processing capabilities. These advancements have bridged the gap between traditional cameras and smartphones, enabling users to capture professional-grade photos and videos with their smartphones. These advancements include larger sensors, multiple lenses, optical image stabilization, advanced autofocus systems, and computational photography techniques. These features enable smartphones to capture high-quality images with robust detail, dynamic range, and low-light performance.
• Camera lenses play a crucial role in autonomous vehicles by providing visual information about the vehicle's surroundings. Cameras are fixed on all four sides of the car (front, rear, right, and left) to provide a comprehensive 360-degree view of the vehicle's surroundings. This allows the car to detect obstacles, pedestrians, and other vehicles nearby.
• Manufacturing camera lenses on a large scale presents several challenges. These challenges include designing and fabricating lens elements, ensuring optical quality, managing production costs, and meeting market demands. The design and fabrication of lens elements are crucial steps in the manufacturing process.
• The COVID-19 pandemic significantly impacted the electronics industry because of the halt in production. This led to increased demand for electronics and semiconductor products in various sectors. The effects of COVID-19 include widespread disruption of manufacturing in Europe and a halt in the export of Chinese parts. These factors adversely impacted the global cameral lens market.

Camera Lens Market Trends

Mobile Consumer Electronics Application Segment is Expected to Hold Significant Market Share

• The camera lens in mobile phones plays a vital role in capturing and directing light onto the camera sensor, which is transformed into an image. It is an essential component that significantly influences the quality and sharpness of the resulting image. Higher-end lenses may produce more precise and more detailed photos. With the increasing popularity of mobile phones, there are anticipated market prospects in this field.
• In the past few years, there has been a notable advancement in phone camera lenses, with specific models now equipped with multiple lenses to cater to various needs. For instance, certain phones are equipped with a wide-angle lens, perfect for capturing breathtaking landscapes or group shots, while others boast a telephoto lens, allowing users to zoom in on distant subjects. Undoubtedly, the phone camera lens plays a pivotal role in our smartphones and has witnessed remarkable progress recently. As technology evolves, we can anticipate further enhancements in phone camera lenses and their exceptional image quality.
• The increasing demand for smartphones and continuous advancements in smartphone technology are the main driving forces behind the rising demand for cell phone camera lenses. According to GSMA, smartphone adoption in Asia-Pacific is expected to increase from 76% in 2022 to 94% in 2030.
• As consumers place more importance on photography and videography features when purchasing, the demand for smartphone camera lenses is projected to grow significantly. Additionally, the growing need for improved image quality, which has become more prominent due to various factors, is expected to fuel advancements in camera lens technology to meet the increasing demands of mobile applications.
• As a result, smartphone cameras are integrating innovative lens technologies to improve the quality and functionality of images. An instance of this is using glass+plastic lens technology, which combines different materials to optimize optical performance. Nowadays, smartphones have multiple camera lenses, each designed for a specific purpose. This lets users explore various photography modes, including wide-angle, telephoto, and macro. The increasing demand for purpose-driven lens technologies is expected to contribute to the market's growth.

Asia-Pacific to Dominate the Market

• Asia-Pacific is a significant hub for smartphone manufacturing, which requires a steady supply of camera lenses. Consumers in the region show a growing preference for smartphones with high-resolution cameras for capturing photos and videos. This demand leads to an increased need for advanced smartphone camera lenses.
• Asia-Pacific has been one of the significant markets for smartphones, primarily due to the highly developing telecom sector and large customer base. According to the National Bureau of Statistics of China, in 2022, the production volume of smartphones in China amounted to almost 1.6 billion units. China was the most prominent smartphone producer worldwide. In 2021 and 2020, smartphone production volume was 1.67 and 1.47 billion units, respectively. According to IBEF, India is one of the leading players in cell phone exports by country. The country aims to produce electronics worth USD 300 billion by FY 2026. Manufacturing smartphones would be the key to achieving India's ambitious goal.
• Growing demand for smartphones and other consumer electronics products from countries such as India, China, the Republic of Korea, and Taiwan encourages many companies to set up factories in the Asia-Pacific countries. For instance, OPPO, a global smart device brand, recently established a manufacturing unit in India for smartphone manufacturing. With its high-tech manufacturing prowess, innovative automation, and state-of-the-art equipment, the Noida factory of OPPO India currently manufactures one smartphone every three seconds. To ensure a seamless supply chain of smartphones to market, the OPPO India mobile factory stocks materials for over 1.2 million phones at any given point.
• The automotive sector in the region also contributes to a significant share of the total demand for camera lenses in the region. For instance, China is the world's largest automotive market, with 23.56 million passenger cars purchased in 2022 (as per OICA). According to IEA, China was the largest market for electric vehicles in 2022, accounting for around 60% of global electric car sales. More than half of the electric cars on roads worldwide are currently in China, and the country has already exceeded its 2025 target for new energy vehicle sales, therefore driving specific product launches.
• In August 2023, Hefei Haitu Microelectronics Co. Ltd completed a Pre-B round of equity financing worth CNY 100 million, which equals about USD 13.75 million. This puts the funding round at about USD 50 million or more. The money will be used for the mass production of image sensors and to increase investment in the R&D of CIS products in the fields of machine vision, automotive electronics, and medical treatment based on novel technology. These investments will further create opportunities for the market studied.

Camera Lens Industry Overview

The camera lens market is highly fragmented, with prominent players like Largan Precision Co., SEKONIX, and Sunny Optical. Several market strategies, such as mergers, acquisitions, and product launches, have been expanding the scope of the market studied.

For instance, in January 2024, Panasonic introduced the brand new LUMIX S 100mm F2.8 MACRO (S-E100) lens based on the L-Mount system standard.

In December 2023, TECNO showcased its three latest imaging technologies for the coming year: A game-changing W-shaped Adjustable Physical Aperture, an industry-first Liquid Telephoto Macro Lens, and an AI-powered Universal Tone multi-skin tone imaging solution.

In September 2023, Tamron Co. Ltd announced the launch of the 17-50mm F/4 Di III VXD (Model A068), a wide-angle zoom lens for Sony E-mount full-frame mirrorless cameras.

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 INSIGHT

• 4.1 Market Overview
• 4.2 Industry Attractiveness - Porter's Five Forces Analysis
  • 4.2.1 Bargaining Power of Suppliers
  • 4.2.2 Bargaining Power of Buyers
  • 4.2.3 Threat of New Entrants
  • 4.2.4 Threat of Substitute Products
  • 4.2.5 Intensity of Competitive Rivalry
• 4.3 Industry Value Chain Analysis
• 4.4 Assessment of the Impact of Macroeconomic Factors and COVID-19
• 4.5 Technology Snapshot
  • 4.5.1 Built-in Lens
  • 4.5.2 Interchangeable Lens

5 MARKET DYNAMICS

• 5.1 Market Drivers
  • 5.1.1 Growing Adoption of Smartphones Equipped with Professional Grade Cameras
  • 5.1.2 Increased Usage of Camera Lens in Autonomous Vehicles
• 5.2 Market Challenges
  • 5.2.1 Mass Manufacturing Challenges
  • 5.2.2 Decreasing Profit Margins in the Industry

6 MARKET SEGMENTATION

• 6.1 By Application
  • 6.1.1 Consumer Electronics
    • 6.1.1.1 Mobile
    • 6.1.1.2 AR/VR/MR
    • 6.1.1.3 Other Consumer Electronics
  • 6.1.2 Automotive
  • 6.1.3 Medical
  • 6.1.4 Other Applications
• 6.2 By Geography
  • 6.2.1 North America
  • 6.2.2 Europe
  • 6.2.3 Asia-Pacific
  • 6.2.4 Latin America
  • 6.2.5 Middle East & Africa

7 COMPETITIVE LANDSCAPE

• 7.1 Vendor Positioning Analysis
• 7.2 Company Profiles*
  • 7.2.1 Largan Precision Co. Ltd
  • 7.2.2 Sunny Optical Technology (Group) Company Limited
  • 7.2.3 Kantatsu Co. Ltd
  • 7.2.4 Genius Electronic Optical Co. Ltd
  • 7.2.5 Sekonix Co. Ltd
  • 7.2.6 Canon Inc.
  • 7.2.7 AAC Technologies Holdings Inc.
  • 7.2.8 Ability Opto-Electronics Technology Co. Ltd
  • 7.2.9 Sunex Inc.
  • 7.2.10 Tamron Co. Ltd
  • 7.2.11 Haesung Optics Co. Ltd
  • 7.2.12 O-film Group Co. Ltd
  • 7.2.13 Samsung Electro-mechanics Co. Ltd

8 INVESTMENT ANALYSIS

9 MARKET OPPORTUNITIES AND FUTURE TRENDS