Intelligent driving concept continues to be hot, the growth rate of demand for automotive lenses exceeded expectations, the supply chain competition has shifted from local to frontal attack and defense stage.

 

 

 

According to Chaodian statistics, in 2023 the global car lens shipments reached 260 million. Estimated from the market development trend, the next two years of shipments were 340 million and 420 million respectively.

 

 

 

 

 

Shipments of the top ten list only occupied a total of 60% of the shipment share. In addition, more than 100 million pieces of the market cake is cut, which means that there are still a lot of strength players hibernating underwater.

 

 

 

 

The average number of single car lens equipped with more than 7 BYD, Tesla, Guangzhou Automobile Eyan, Azure, Xiaopeng, Ideal and other new energy vehicle enterprises incremental, as well as several into the standard configuration of the ring lens market outbreak, is undoubtedly the car lens rapid expansion of the direct pushers.

 

 

 

From the more underlying logic, 2025 is recognized as the key point in time of the automotive industry reshuffle, the old and new car-making forces in order to squeeze into the next round, have in-car vision as the most important and mature sensors, easy to trigger the consumer experience of the intelligent cockpit, intelligent driving plate to make a big fuss.

 

 

 

 

On this track with long slopes and thick snow, the world's top ten players have already gathered in position, forming a competitive pattern of "one super and many strong".

 

 

 

After nearly three years of catching up, these companies have basically completed the front view, rear view, side view, surround view, built-in five categories of product matrix layout, in 2024 will usher in a full-scale battle.

 

 

 

 

Analyze the specific shipments of car lens suppliers in 2023, Sunny's market share is further expanding, "a super" industry position is strong enough.

 

 

 

However, Sunny car lens last year over 100 million small goal failed to achieve, mainly because of the fourth quarter shipments continuously low, which shows that the market is not short of competition and variables.

 

 

 

Chaodian predicts that Lianchuang Electronics, Optronics, Teles Optics and other "multi-strong" players are making strides, this year, will completely surpass the style of conservative Japanese and Korean manufacturers such as Sanxie, Shih Gao, Hitachi, Sangles, etc., to become a strong contender for the single champion of the vehicle lens segments.

 

 

 

It is worth noting that, although Hongjing photoelectric is considered a veteran of the car lens players, but from the point of view of its public prospectus information, the current top customers and revenues have undergone a major shift, are from the emerging consumer optics lens field, the car business accounted for a sharp decrease, so it did not enter the "2023 global car lens comprehensive competitiveness of the top 10 "lineup.

 

 

 

 

 

The other side of the hot car lens industry, is a variety of products unit price down quickly. In the words of a head supplier, "car companies not only themselves, but also pulling the suppliers together to the involution. The consequences of supply prices do not fall, may not take you to play the next project."

 

 

 

Tide Power Think Tank believes that the price war can be regarded as an important symbol of the industry's maturity, behind which is the pattern of constant shuffling and reconstruction.

 

 

 

Particularly need to wake up is that, with the cell phone experience attributes are different, car lens belongs to the security products, suppliers need to make more stringent standards control in R & D, mass production, quality and many other aspects.

 

 

 

In this regard, the market will not give any one enterprise the opportunity for trial and error.