Trendforce 2025红外线感测应用市场及品牌策略

本报告研究和分析了全球红外线感测应用市场，重点关註五个快速成长的应用领域，并提供与红外线感测应用相关的市场规模、机会、课题、产品规格、价格和供应链等资讯。

目录

第1章 红外线感测市场规模分析

• 调查范围
• 红外线感测应用市场 - 产品分析概述 (2025)
• 红外线感测市场规模分析-IR LED/VCSEL/EEL (2025-2029)
• 红外线感测公司收入 - IR LED/VCSEL/EEL (2022-2024)
• 消费性电子产品 3D 感测 - 模组与 VCSEL (2025-2029)
• 消费性电子产品 3D 感测 - VCSEL 与 VCSEL 晶片（2025-2029）
• 汽车/工业光达市场 - 光达与光达 (2025-2029)

第2章 消费性电子市场趋势

• 消费性电子市场 - 红外线感测技术概览
• Apple/Samsung消费性电子路线图

1. 3D感测市场

• 3D感测技术概述
• 直接/间接ToF技术分析
• iPhone 15-16 结构光深度相机 - 成本/供应链
• iPhone 15-16 Pro 雷射雷达扫瞄器 - 产品设计/成本/供应链
• Apple Vision Pro—3D感测技术分析
• VCSEL技术路线图
• iPhone Pro/iPad Pro - MetaLens 应用于结构光（2025）
• iPhone Pro 萤幕下 3D 感测 - 预计规格（2027 年）
• SWIR VCSEL产品规格分析
• SWIR CMOS影像感测器分析
• 消费性电子 3D 感测市场机会
• 3D 感测应用的创新推动 VCSEL/EEL 技术
• 3D感测产品规格及供应链（2018-2024）
• 消费性电子3D感测模组市场规模（2025-2029）
• VCSEL 市场规模 - 消费性电子 3D 感测（2025-2029）
• VCSEL晶片市场规模-消费性电子3D感测（2025-2029）
• VCSEL晶片价格分析（2018-2029）

2. 接近感测器

• 接近感测器产品规格及价格分析（2024-2025）
• NIR/SWIR萤幕下接近感测器－优缺点分析
• iPhone 14 Pro 萤幕下接近感应器 – 拆解分析
• iPhone 14 Pro 萤幕下接近感应器 - 成本分析
• iPhone 18 Pro 萤幕下接近感应器 - 预计规格
• 接近感测器市场规模分析（2025-2029）

3. 生物感测

• 生理参数测量与疾病分析
• 心率和血氧浓度－光学感测原理
• 血压和身体水分含量 - 光学感测原理
• 生物感测测量位置概述
• Apple Watch 系列 9/10 - PPG 产品/成本/供应链
• Apple AirPods 3/Pro 2 - 皮肤侦测感应器产品/成本/供应链
• Apple AirPod Pro 3/Apple Watch - 预计产品规格
• Samsung Galaxy Watch 6/7 - PPG 产品/成本/供应链
• Samsung Galaxy Buds - 皮肤侦测感应器产品/成本/供应链
• Google Pixel Watch 3 - PPG 产品/供应链
• 智慧戒指 - 产品趋势
• 生物感测系统架构及市场格局分析
• 生物感测市场规模分析 - 模组（2025-2029）
• 生物感测市场规模分析－分立LED（2025-2029）
• 生物感测市场的未来前景

4.NB人脸辨识

• 2.5D人脸ID的优点
• NB人脸辨识-IR LED规格及供应链分析
• IR LED产品规格及价格分析
• VSCEL技术会安装在笔记本（2.5D）脸部辨识中吗？
• IR LED 市场规模分析 - NB (2.5D) 人脸辨识 (2025-2029)

5. 眼球追踪

• AR/VR - 显示与光感技术
• AR/VR－眼球追踪的优势分析
• Sony PlayStation VR 2
• Meta Quest Pro
• Apple Vision Pro - 眼动追踪与虹膜识别
• Meta Orion AR 眼镜
• IR LED产品规格分析
• 眼动追踪产品规格及供应链（2019-2024）
• VCSEL技术可以实现眼动追踪吗？
• SWIR LED/VCSEL 技术是否会纳入眼动追踪？
• 眼动追踪 - PCCR 与 AI 影像分析
• IR LED 市场规模分析 - 眼动追踪 (2025-2029)

第3章车载感测-驾驶/乘员监控系统市场

• 驾驶员/乘员监控系统－关键因素分析
• 驾驶/乘员监控系统 - 主动/被动感测分析
• 驾驶员监控系统 - 法规与政策
• 驾驶员/乘员监控系统 - 功能分析
• 驾驶员监控系统-安装位置
• 驾驶员监控系统 - 产品趋势
• 乘员监控系统 - 产品趋势
• DMS/OMS - 感测器融合分析
• DMS/OMS - 2D 规格分析
• DMS/OMS - 3D感测市场前景与规格分析
• DMS/OMS - OEM 策略与供应链
• DMS/OMS - 车辆出货量与渗透率（2025-2029）
• IR LED/VCSEL 市场规模分析 - DMS/OMS (2025-2029)
• IR LED/VCSEL需求市场与企业利润分析 - DMS/OMS
• IR LED 产品规格分析 - ams OSRAM
• VCSEL 产品规格分析 - ams OSRAM
• IR LED/VCSEL 产品规格分析 - Stanley
• VCSEL优势分析
• 驾驶员/乘员监控系统 - 市场情势分析

第4章 雷射雷达市场趋势

• 定义光达应用市场
• 光达成像技术矩阵分析
• LiDAR影像技术概述
• 光达成像技术分析
• 光达公司营收排名分析（2023-2024）
• 光达分析 - Valeo/Luminar/Innoviz/Hesai/Continental/Aeva
• 光达产品规格及价格分析
• AT128雷射雷达分解分析
• 905/1,550nm雷射雷达优缺点分析
• 调频连续波骑士
• 光达市场情势分析

1.汽车光达市场

• 汽车光达市场规模分析（2025-2029）
• ADAS/自动驾驶－OEM策略联盟分析
• ADAS/自动驾驶路线图和供应链（2021-2025）
• 自动驾驶4~5级市场现况分析
• 汽车感测分析 - LiDAR、雷达、摄影机
• 光达产品需求-驾驶场景分析
• 4D成像雷达技术趋势

2.工业光达市场

• 工业光达市场规模分析（2025-2029）
• 工业光达应用市场
• 外带雷射雷达市场应用概况
• 消费性电子LiDAR（扫地机器人/伴侣机器人）市场

3.LiDAR雷射/光电探测器市场

• 光达市场规模-应用分析（2025-2029）
• 光达市场规模-产品分析（2025-2029）
• 光达光电探测器市场规模-产品分析（2025-2029）
• 雷射雷达-EEL/VCSEL综合分析
• 汽车 LiDAR 雷射 (EEL) 分析 - ams OSRAM
• 汽车 LiDAR 雷射 (VCSEL) 分析 - ams OSRAM 与 Lumentum
• 工业 LiDAR 雷射分析 - ams OSRAM
• 光达企业-主要客户名单
• 光达光电探测器产品规格分析
• LiDAR雷射/光电探测器公司名单

第5章 SWIR技术及市场趋势

• 短波红外线 (SWIR)
• SWIR LED/VCSEL/EEL 市场机会与潜在客户列表

1. SWIR LED/光电二极体市场规模及应用分析

• SWIR LED产品规格分析
• SWIR LED/光电二极体产品价格分析（2021-2024）
• SWIR LED/光电二极体市场规模与公司收入（2023-2024）
• 机器视觉（高光谱成像）市场机会
• 机器视觉（高光谱成像）规格分析
• 食品产业中的机器视觉（高光谱成像）
• 机器视觉（高光谱成像）市场案例研究 - 1
• 机器视觉（高光谱成像）市场案例研究 - 2
• 机器视觉（高光谱成像）市场案例研究 - 3
• 机器视觉（高光谱成像）市场案例研究 - 4
• 机器视觉（高光谱成像）市场案例研究 - 5

2. SWIR VCSEL 与 CMOS 影像感测器/光电侦测器

• SWIR VCSEL技术分析
• SWIR VCSEL产品规格分析
• SWIR CMOS影像感测器分析
• InGaAs/GeSi光电侦测器产品规格分析

附录，光通讯与硅光子学 - 产品趋势与供应链

• 资料中心升级刺激光通讯市场需求
• 800Gbps 与 1.6Tbps 收发器产品趋势
• 收发器与共封装光学元件 (CPO)
• 800Gbps 与 1.6Tbps 产品趋势：SiPh CPO
• 光通讯技术-PCIe/Micro LED/VCSEL/InP (SiPh)
• VCSEL/硅光子/EML/DML产品优势分析
• 光通讯市场情势分析
• CSP 资料中心路线图 - NVIDIA、Google、Amazon
• CSP 资料中心路线图 - Microsoft、Meta、Oracle

According to the report "TrendForce 2025 Infrared Sensing Application Market and Branding Strategies", several topics will be the focus between 2024 and 2029, as end-market brands' plans showed. These topics are: (under-display) 3D sensing, under-display proximity sensors, bio-sensing (skin-detect sensors and PPG), smart cockpit / ADAS- DMS/OMS, autonomous driving, industrial / logistics / home appliance automation, and smart city.

Consumer Electronics

In 2024, Samsung added the feature of monitoring the AGEs index to its Galaxy Watch 7, and separately incorporated skin-detect sensors and heart rate monitors into its Galaxy Buds 3 and Galaxy Ring. Apple plans to readopt SWIR technology in the AirPods Pro 3 in 2025, with the likelihood of more bio-sensing features. Both Apple's and Samsung's watches will likely come with next-gen bio sensing technology, bringing more health monitoring features. In terms of smartphones, Apple will adopt MetaLens technology for its iPhone / iPad Pro models to reduce structured light size. The company will readopt under-display proximity sensors for the iPhone 18 Pro in 2026 and under-display 3D sensors in 2027. Leading consumer brands, such as Apple, Sony, Meta, Microsoft, and Google, will continue to roll out devices for augmented, virtual, and mixed reality, thereby stimulating the market demand for 3D sensing and eye tracking.

Smart Cockpit / ADAS- DMS/OMS

The EU General Safety Regulation mandates the installation of advanced driver distraction warning (ADDW) systems in new passenger cars, trucks, and buses starting on July 7, 2026. The US NHTSA requests companies including automakers, Tier-1 suppliers, and autonomous driving tech companies to provide reports on crashes involving ADAS / autonomous driving Level 2 and above, which will prompt them to install event data recorders and the DMS in L2 vehicles. Carmakers' compliance with proposed policies will give rise to the DMS/OMS market. According to a TrendForce report, the power consumption of infrared sensing is only 10% that of radars. Despite their higher unit prices, infrared sensing remain a key focus for automakers as the range anxiety issue remains unsolved.

ADAS / Autonomous Driving

Car manufacturers have continued applying LiDAR to autonomous the ADAS / autonomous driving Level 3 (e.g., self-driving on highways), aiming to enhance driving safety and autonomous emergency braking (AEB) performance. Leading players include Volvo, General Motors, Audi, Volkswagen, BMW, Hyundai, Hongqi, Changan, Li Auto, AITO, NIO, Toyota, and Nissan.

Industrial / Logistics / Home Appliance Automation and Smart City

Industrial LiDAR is used in robots, industrial manufacturing processes, logistics, and safety protection. The booming e-commerce industry has not only increased distribution and transportation within factories but also prompted consumers to demand faster delivery services. This has made speed the crucial factor determining success for logistics companies in e-commerce and last-mile delivery more challenging. To reduce the cost of last-mile delivery and improve its efficiency, e-commerce and logistics companies are demanding for more delivery robots. For example, Serve Robotics and Uber have reached an agreement to deploy 2,000 delivery robots in 2025, aiming to transport goods primarily in Log Angeles. Applying LiDAR transportation detection systems in a smart city enables transportation authorities to collect accurate, real-time road usage data. This data can then be analyzed to improve traffic flow and enhance safety for scooter riders and pedestrians. Applying LiDAR to home appliances (i.e., robot vacuums and companion robots) will enable simultaneous localization and mapping (SLAM).

Security Surveillance

The professional security surveillance market requires higher radiant flux and product efficiency, while the household market demands cost-effective products. ams OSRAM is expected to announce IR LEDs with higher radiant flux for professional security surveillance. A TrendForce survey shows that the demand from the professional market will likely offset the decline in the household market. In the long term, the security surveillance market will grow steadily.

Various issues will expand the market scale for infrared sensing applications. Based on the above applications, TrendForce predicts such market scale to grow and reach USD 2.964 billion in 2029 with a 10% CAGR from 2024 to 2029.

Optical Communication and Silicon Photonics

In response to the massive data processing demands brought by AI, the IoT, and big data analytics, the bandwidth of networking technologies used in data centers will undergo significant changes. Data transmission rates of 100, 200, and 400 Gbps are already widely implemented in the data centers of cloud service providers (CSPs). Additionally, systems featuring 800 Gbps and 1.6 Tbps (1,600 Gbps) are expected to drive market demand growth starting in 2025.

The report "TrendForce 2025 Infrared Sensing Application Market and Branding Strategies" focuses on five fast-growing application segments, namely the 1) consumer electronics, 2) smart cockpit and advanced driver-assistance systems (ADAS)- driver / occupant monitoring systems (DMS/OMS), 3) autonomous driving, 4) industrial and logistics automation, and 5) product trend and supply chain in optical communications and silicon photonics markets.

Based on the strategies adopted by brands, TrendForce analyzes the market scale, opportunities, challenges, product specifications and prices as well as supply chains related to infrared sensing applications. This report provides comprehensive insights that help our readers to develop operational and marketing strategies for the infrared sensing market.

Table of Contents

Chapter I. Infrared Sensing Market Scale Analysis

• Scope of the Report
• 2025 Infrared Sensing Application Market- Product Analysis Overview
• 2025-2029 Infrared Sensing Market Scale Analysis- IR LED / VCSEL / EEL
• 2022-2024(E) Infrared Sensing Player Revenue- IR LED / VCSEL / EEL
• 2025-2029 Consumer Electronics 3D Sensing- Module vs. VCSEL
• 2025-2029 Consumer Electronics 3D Sensing- VCSEL vs. VCSEL Chip
• 2025-2029 Automotive / Industrial LiDAR Market- LiDAR vs. LiDAR Laser

Chapter II. Consumer Electronics Market Trend

• Consumer Electronics Market- Infrared Sensing Technology Overview
• Apple / Samsung Consumer Electronics Roadmap

2.1. 3D Sensing Market

• 3D Sensing Technology Overview
• Direct / Indirect Time of Flight Technology Analysis
• iPhone 15-16 Structured Light Depth Camera- Cost / Supply Chain
• iPhone 15-16 Pro LiDAR Scanner- Product Design / Cost / Supply Chain
• Apple Vision Pro- 3D Sensing Technology Analysis
• VCSEL Technology Roadmap
• iPhone Pro / iPad Pro (2025)- MetaLens Applied in Structured Light
• iPhone Pro (2027) Under Display 3D Sensing- Specification Estimates
• SWIR VCSEL Product Specification Analysis
• SWIR CMOS Image Sensor Analysis
• Consumer Electronics 3D Sensing Market Opportunities
• 3D Sensing Application Innovation Drives VCSEL / EEL Technologies
• 2018-2024 3D Sensing Product Specification and Supply Chain
• 2025-2029 Module Market Scale- Consumer Electronics 3D Sensing
• 2025-2029 VCSEL Market Scale- Consumer Electronics 3D Sensing
• 2025-2029 VCSEL Chip Market Scale- Consumer Electronics 3D Sensing
• 2018-2029 VCSEL Chip Price Analysis

2.2. Proximity Sensor

• 2024-2025(E) Proximity Sensor Product Specification and Price Analysis
• NIR / SWIR Under-Display Proximity Sensor- Pros and Cons Analysis
• iPhone 14 Pro Under-Display Proximity Sensor- Teardown Analysis
• iPhone 14 Pro Under-Display Proximity Sensor- Cost Analysis
• iPhone 18 Pro Under-Display Proximity Sensor- Specification Estimates
• 2025-2029 Proximity Sensor Market Scale Analysis

2.3. Bio-Sensing

• Physiological Parameter Measurement and Disease Analysis
• Heart Rate vs. Blood Oxygen- Optical Sensing Principle
• Blood Pressure vs. Body Hydration- Optical Sensing Principle
• Bio-Sensing Measurement Location Overview
• Apple Watch Series 9 & 10- PPG Product / Cost / Supply Chain
• Apple AirPods 3 / Pro 2- Skin-Detect Sensor Product / Cost / Supply Chain
• Apple AirPod Pro 3 / Apple Watch- Product Specification Estimates
• Samsung Galaxy Watch 6 & 7- PPG Product / Cost / Supply Chain
• Samsung Galaxy Buds- Skin-Detect Sensor Product / Cost / Supply Chain
• Google Pixel Watch 3- PPG Product / Supply Chain
• Smart Ring- Product Trend
• Bio-Sensing System Architecture vs. Market Landscape Analysis
• 2025-2029 Bio-Sensing Market Scale Analysis- Module
• 2025-2029 Bio-Sensing Market Scale Analysis- Discrete LED
• Bio-Sensing Market Potential

2.4. NB Facial Recognition

• 2.5D Face ID Advantages
• NB Facial Recognition- IR LED Specification and Supply Chain Analysis
• IR LED Product Specification and Price Analysis
• Will Notebook (2.5D) Facial Recognition Come with VSCEL Technology?
• 2025-2029 IR LED Market Scale Analysis- NB (2.5D) Facial Recognition

2.5. Eye Tracking

• AR/VR- Display and Optical Sensing Technologies
• AR/VR- Eye Tracking Advantage Analysis
• Sony PlayStation VR 2
• Meta Quest Pro
• Apple Vision Pro- Eye Tracking vs. Iris Recognition
• Meta Orion AR Glasses
• IR LED Product Specification Analysis
• 2019-2024 Eye Tracking Product Specification and Supply Chain
• Will Eye Tracking Come with VCSEL Technology?
• Will Eye Tracking Come with SWIR LED / VCSEL Technology?
• Eye Tracking- PCCR vs. Artificial Intelligence Image Analysis
• 2025-2029 IR LED Market Scale Analysis- Eye Tracking

Chapter III. In-Cabin Sensing- Driver / Occupant Monitoring System Market

• Driver / Occupant Monitoring System- Key Factor Analysis
• Driver / Occupant Monitoring System- Active / Passive Sensing Analysis
• Driver Monitoring System- Regulations and Policies
• Driver / Occupant Monitoring System- Feature Analysis
• Driver Monitoring System- Installation Location
• Driver Monitoring System- Product Trend
• Occupant Monitoring System- Product Trend
• DMS/OMS- Sensor Fusion Analysis
• DMS/OMS- 2D Specification Analysis
• DMS/OMS- 3D Sensing Market Potential vs. Specification Analysis
• DMS/OMS- OEM Strategies and Supply Chain
• 2025-2029 DMS/OMS- Car Shipment vs. Penetration Rate
• 2025-2029 IR LED / VCSEL Market Scale Analysis- DMS/OMS
• IR LED / VCSEL Demand Market vs. Player Revenue Analysis- DMS/OMS
• IR LED Product Specification Analysis- ams OSRAM
• VCSEL Product Specification Analysis- ams OSRAM
• IR LED / VCSEL Product Specification Analysis- Stanley
• VCSEL Advantage Analysis
• Driver / Occupant Monitoring System- Market Landscape Analysis

Chapter IV. LiDAR Market Trend

• LiDAR Application Market Definition
• LiDAR Imaging Technology Matrix Analysis
• LiDAR Imaging Technology Overview
• LiDAR Imaging Technology Analysis
• 2023-2024(E) LiDAR Player Revenue Ranking Analysis
• LiDAR Analysis- Valeo / Luminar / Innoviz / Hesai / Continental / Aeva
• LiDAR Product Specification and Price Analysis
• AT128 LiDAR Teardown Analysis
• 905 / 1,550nm LiDAR Pros and Cons Analysis
• FMCW LiDAR
• LiDAR Market Landscape Analysis

4.1. Automotive LiDAR Market

• 2025-2029 Automotive LiDAR Market Scale Analysis
• ADAS / Autonomous Driving- OEM Strategic Alliance Analysis
• 2021-2025 ADAS / Autonomous Driving Roadmap and Supply Chain
• Autonomous Driving Level 4-5 Market Landscape Analysis
• Automotive Sensing Analysis- LiDAR, Radar and Camera
• LiDAR Product Requirement- Driving Scenario Analysis
• 4D Imaging Radar Technology Trend

4.2. Industrial LiDAR Market

• 2025-2029 Industrial LiDAR Market Scale Analysis
• Industrial LiDAR Application Market
• Delivery LiDAR Market Application Overview
• Home Appliance LiDAR (Robot Vacuums / Companion Robots) Market

4.3. LiDAR Laser and Photodetector Market

• 2025-2029 LiDAR Laser Market Scale- Application Analysis
• 2025-2029 LiDAR Laser Market Scale- Product Analysis
• 2025-2029 LiDAR Photodetector Market Scale- Product Analysis
• LiDAR Laser- EEL / VCSEL Comprehensive Analysis
• Automotive LiDAR Laser (EEL) Analysis- ams OSRAM
• Automotive LiDAR Laser (VCSEL) Analysis- ams OSRAM vs. Lumentum
• Industrial LiDAR Laser Analysis- ams OSRAM
• LiDAR Laser Player- Major Customer List
• LiDAR Photodetector Product Specification Analysis
• LiDAR Laser / Photodetector Player List

Chapter V. SWIR Technology and Market Trend

• Short Wave Infrared (SWIR)
• SWIR LED / VCSEL / EEL Market Opportunities and Potential Client List

5.1. SWIR LED / Photodiode Market Scale and Application Analysis

• SWIR LED Product Specification Analysis
• 2021-2024 SWIR LED / Photodiode Product Price Analysis
• 2023-2024(E) SWIR LED / Photodiode Market Scale and Player Revenue
• Machine Vision (Hyperspectral Imaging) Market Opportunities
• Machine Vision (Hyperspectral Imaging) Specification Analysis
• Machine Vision (Hyperspectral Imaging) in Food Industry
• Machine Vision (Hyperspectral Imaging) Market Case Study- 1
• Machine Vision (Hyperspectral Imaging) Market Case Study- 2
• Machine Vision (Hyperspectral Imaging) Market Case Study- 3
• Machine Vision (Hyperspectral Imaging) Market Case Study- 4
• Machine Vision (Hyperspectral Imaging) Market Case Study- 5

5.2. SWIR VCSEL vs. CMOS Image Sensor / Photodetector

• SWIR VCSEL Technology Analysis
• SWIR VCSEL Product Specification Analysis
• SWIR CMOS Image Sensor Analysis
• InGaAs / GeSi Photodetector Product Specification Analysis

Appendix Optical Communication vs. Silicon Photonics- Product Trend and Supply Chain

• Data Center Upgrades Stimulate Optical Communication Market Demand
• 800Gbps vs. 1.6Tbps Transceiver Product Trend
• Transceiver vs. Co-Packaged Optics (CPO)
• 800Gbps vs. 1.6Tbps Product Trends: SiPh CPO
• Optical Communication Technology- PCIe / Micro LED / VCSEL / InP (SiPh)
• VCSEL / Silicon Photonics / EML / DML Product Advantage Analysis
• Optical Communication Market Landscape Analysis
• CSP's Data Center Roadmap- NVIDIA, Google, Amazon
• CSP's Data Center Roadmap- Microsoft, Meta, Oracle