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市场调查报告书
商品编码
1892140
汽车红外线夜视系统(2025)Automotive Infrared Night Vision System Research Report, 2025 |
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2025年1月至9月,中国配备红外线夜视摄影机的乘用车新车数量达到1.9万辆,年增384.7%。这主要得益于宝8、M-Hero M817和吉利LEVC L380等车型的销售。依车型划分,红外线夜视摄影机主要安装在SUV上,安装量为17148台,占总数的90.5%。代表性车型包括豹8和M-Hero M817。
在SUV市场,配备红外线夜视摄影机的车款主要集中在30万元人民币以上的价位区间。其中,售价在40万至50万元人民币区间的车型安装量最大(6915台),占SUV市场红外线夜视摄影机总安装量的40.3%。代表性车型包括宝8和凯迪拉克XT5。随着L3级自动驾驶的商业化,其对夜间、雨天、雾天、强光等极端条件下的感知可靠性提出了更高的要求,预计到2030年,中国汽车红外线夜视摄影机的安装量将达到14.6万台。
就市场占有率而言,雷创科技和轩远iDrive在中国汽车红外线夜视(NVS)市场占主导地位,合计市占率高达89.3%。其中,雷创科技的NVS市占率在2025年1月至9月达到73.8%,较去年同期成长68.5个百分点。此成长主要归功于宝8和扬望U8L等车款。轩辕iDrive的NVS市占率达15.5%,主要搭载于M-Hero M817和M-Hero 917等车款。
红外线AEB的崛起:红外线与多感测器融合势在必行
从监管和政策角度来看,2027年C-NCAP将引入雨雾模拟测试和评估场景,显着扩展夜间测试。美国国家公路交通安全管理局(NHTSA)的FMVSS 127法规要求所有新车自2029年9月起必须配备可在各种光照条件下工作的行人紧急煞车(PAEB)系统。预计这项监管措施将扩大红外线成像技术在AEB领域的应用。
例如,将于2025年9月发布的ZEEKR 9X就配备了红外线AEB功能。它能够识别行人和其他障碍物,并及时采取煞车措施,即使在人眼无法看到的浓雾中也能做到。这项热成像技术由雷创科技(Raytron Technology)提供。红外线感知数据被整合到自动驾驶系统中,在雷射雷达(LiDAR)和可见光摄影机性能下降的情况下,为自动紧急煞车(AEB)系统提供关键、可靠且独立的感知数据。
麦格纳的第五代热成像感测器为自动紧急煞车(AEB)提供了支援。它可以探测车辆前方100公尺范围内的动物、行人和骑乘者。根据客户需求,它提供24度、32度或50度的视场角。该演算法可以在专用ECU上运行,也可以部署在汽车製造商的中央计算单元(CCU)上。
2024年12月,红外线感测器公司Teledyne FLIR和VSL Labs共同测试了一款基于热成像技术的行人自动紧急煞车(PAEB)系统,以验证其在FMVSS 127标准(2029年生效)下的夜间性能。测试车辆配备了Teledyne FLIR热成像摄影机、高清雷达和可见光摄影机。多感测器融合和人工智慧演算法成功通过了所有夜间测试场景。
本报告分析了中国汽车产业,并提供了有关汽车红外线夜视系统安装数量、产业链、发展趋势以及国内外主要供应商的资讯。
Automotive night vision research: The rise of infrared AEB, with automotive infrared night vision experiencing a 384.7% year-on-year increase from January to September.
From January to September 2025, the installation volume of infrared night vision cameras for new passenger cars in China reached 19,000 units, a year-on-year increase of 384.7%, mainly driven by the sales of models such as Bao 8, M-Hero M817, and Geely LEVC L380. By vehicle class, infrared night vision is mainly equipped in SUV models, with an installation volume of 17,148 units, accounting for 90.5% of the total installation volume. Representative models include the Leopard 8 and M-Hero M817.
In the SUV market, models equipped with infrared night vision are mainly distributed in the price range above 300,000 yuan. Among them, 400,000-500,000 yuan range has the largest installation volume, reaching 6,915 units, accounting for 40.3% of the total infrared night vision installation volume in the SUV market. Representative models include Bao 8 and Cadillac XT5. In the future, with the commercialization of L3 intelligent driving, which places rigid requirements on the perception reliability in extreme scenarios such as nighttime, rain, fog, and glare, it is expected that by 2030, the installation volume of automotive infrared night vision cameras in China will reach 146,000 units.
In terms of market share, Raytron Technology and Xuanyuan IDrive dominate China's automotive NVS (Infrared Night Vision) market, with a combined market share of 89.3%. Among them, from January to September 2025, Raytron Technology's NVS market share reached 73.8%, an increase of 68.5 percentage points compared with the same period last year, mainly driven by models such as the Bao 8 and Yangwang U8L. Xuanyuan IDrive's NVS market share reached 15.5%, mainly equipped in models such as the M-Hero M817 and M-Hero 917.
Rise of Infrared AEB: Infrared and Multi-Sensor Fusion is the Inevitable Trend
From the perspective of regulations and policies, the 2027 version of C-NCAP introduces test and evaluation scenarios such as rain and fog simulation, and has significantly expanded nighttime tests. NHTSA's FMVSS 127 regulation stipulates that starting from September 2029, all new vehicles must be equipped with Pedestrian Automatic Emergency Braking (PAEB) that is effective under various lighting conditions. Driven by regulations, the application of infrared imaging technology in the AEB field will rise.
For example, the ZEEKR 9X launched in September 2025 is equipped with infrared AEB functionality. It can identify pedestrians or other obstacles and brake in a timely manner even in dense fog that is invisible to the human eye. This infrared thermal imaging technology is provided by Raytron Technology. Infrared perception data is integrated into the intelligent driving system, providing key and reliable independent perception data for AEB in scenarios where the performance of lidar and visible light cameras degrades.
Magna's 5th-generation thermal sensing sensor adds support for automatic emergency braking. It can detect animals, pedestrians, and cyclists over 100 meters ahead of the vehicle. It can provide viewing angles of 24 degrees, 32 degrees, and 50 degrees according to customer needs. The algorithm can run in a dedicated ECU or be hosted by the automaker's Central Computing Unit (CCU).
In December 2024, infrared sensor company Teledyne FLIR and VSL Labs jointly tested a thermal imaging-based Pedestrian Automatic Emergency Braking (PAEB) system to verify its nighttime performance under the FMVSS 127 standard (effective in 2029). The test vehicle was equipped with a Teledyne FLIR thermal imaging camera, high-definition radar, and visible light camera. Through multi-sensor fusion and AI algorithms, it successfully passed all nighttime test scenarios.
The fusion of infrared and other sensors can achieve complementary environmental adaptability and solve the problem of perception failure in corner cases, which is the future development trend.
For example, Magna is developing an "Early Fusion" solution combining thermal imaging sensors and imaging radar. In this solution, the thermal imaging sensor detects pedestrians through thermal signals, and the imaging radar provides spatial positioning information; the fusion of their raw data enables real-time object evaluation in dark environments. For early fusion, Magna considers two variants. One is "mid-level fusion": one sensor provides object data, and the other provides data generated in the early steps of the processing chain (usually pixel data from the imager or detection data from the radar). The second is "low-level fusion": all sensors provide data generated in the early steps of the processing chain, and the fusion process completes object classification simultaneously.
In October 2025, Raytron Technology and Breton Technology jointly launched a multi-dimensional sensing solution of "infrared thermal imaging + 4D imaging radar" for unmanned mining scenarios. In Breton Technology's unmanned driving system, infrared thermal imaging is responsible for capturing thermal radiation signals, and 4D imaging radar parses spatial relationships. The fusion of the two technologies achieves multi-dimensional data complementarity of "spatial coordinates + temperature characteristics", solving perception problems in harsh environments such as rain, fog, smoke, low light, and strong light.
AI Technology Improves Nighttime Recognition Rate and Enhances Visual Perception Capabilities of Sentinel and Surround View Functions
The M-Hero M817 launched in August 2025 is equipped with an intelligent infrared night vision system provided by Xuanyuan IDrive, featuring AI early warning functionality: the system automatically identifies and marks potential risks such as pedestrians, animals, and vehicles, and issues timely alarms. It can detect targets over 400 meters away, with a pedestrian recognition distance of over 120 meters and a vehicle recognition distance of over 150 meters. It shares the OTA (Over-the-Air) upgrade capability of the HarmonyOS cockpit, keeping it updated with frequent use.
In April 2025, the Hyptec HL debuted the "Night Pupil" night vision system, which can warn of animal crossings 150 meters in advance. With the help of a pixel-level AI imaging engine and low-light color reconstruction technology, it can make the night present brightness and full-color effects close to those of the day, enhancing the visual perception of functions such as sentinel, 360° surround view, autonomous driving, and driving Vlog. In the future, this technology will also be continuously optimized for integration with autonomous driving systems through OTA upgrades.
The Fangchengbao Bao 8 launched in March 2025 is equipped with an infrared night vision system, which can cover a maximum field of view of 300 meters, and can identify vehicles within 120 meters, pedestrians and two-wheelers within 90 meters. It has a built-in deep learning neural network that can automatically distinguish 128 types of road targets and highlight the 3-5 most dangerous targets with different color frames. Through HUD projection, the driver can grasp the risk distribution without looking down.