With the collective rise of Chinese manufacturers, the new pattern of the car lens market is formed.

 

 

 

From the point of view of the shipments in March this year, China and Japan and South Korea's ranking has been clear, and it is also a true reflection of the current distribution of market power.

 

 

 

Tide believes that considering the deepening of the moat in the field of automotive lenses, it is difficult for latecomers to have new space and opportunities, so the five Chinese companies on the list will become the most powerful competitors in the market.

 

 

 

 

 

 

With the advantage of earlier layout and complete product line, Sunny, the world's largest brother in the field of automotive lenses, still stands alone, with a monthly shipment of more than 8 million pcs, which is beyond the reach of other companies. Moreover, it is exaggerated that the shipments of the last three Japanese and Korean manufacturers are not even a fraction of theirs.

 

 

 

LCE has been pursuing a "high-flying" strategy, 2.5 million shipments of more than 5M high-end ADAS lenses accounted for a large proportion, can be said to be full of gold.

 

 

 

Ofilm in recent years, the car business progress is very rapid, and there are old customers Huawei, millet in the car field to create a new world trend. According to the recent supply chain information of Xiaomi, Ask, Ledo and many other popular models, ofilm is one of the main in-vehicle lens suppliers.

 

 

 

After TRACE's successful wholly-owned acquisition of Fengmei Optical, the chemical effect of 1+1>2 was quickly released, and the shipment ranking has soared to the fourth place on the list. It is worth noting that, due to the peak plum optical in Japan, Europe and the United States and other automotive front mount market have deep accumulation, TRACE will be 2024 defined as "the first year of the sea", at present a number of overseas projects are being successfully promoted.

 

 

 

HongJing is another backbone of the automotive lens supply, with a complete manufacturing system from lens processing, lens assembly to optoelectronic module production. From the business layout, the company's automotive electronics and emerging consumer "two-legged road", performance growth in recent years is very solid.

 

 

 

On the contrary, Japan and South Korea camp, the last two years has fallen from the head camp. Chao Dian believes that the high price of products, delivery capacity is not enough, not enough localized services, etc., is the main reason why Japan and South Korea lost.

 

 

 

Some optical manufacturers said to the tide of electricity, and cell phone segment at least half a year of mature supply cycle is different, the current competition in the car lens market has become white-hot, the supplier's monthly orders and the number of deliveries may increase or decrease, but from an overall point of view, China's power will further widen the gap with Japan and South Korea manufacturers.

 

Translated with DeepL.com (free version)