1. The automotive lens market maintains a pattern of “one dominant and many strong”.
The main function of automotive lenses is to focus the light reflected from the subject onto the CIS after refraction. From the perspective of the camera industry chain, the upstream companies of automotive lenses mainly include: lens manufacturers, filter manufacturers, and protective film manufacturers, whose main business is raw material processing and manufacturing basic hardware such as lenses, filters, and protective films; downstream manufacturers mainly include: Tier 1 suppliers and camera module packaging companies.
Currently, the automotive lens module market presents a pattern of “one dominant and many strong”, with domestic manufacturer Sunny Optical leading the way, while Japanese, Korean, and other Chinese manufacturers compete in the second tier.
“One dominant” refers to the leading automotive lens company Sunny Optical, which has maintained the largest share of the global automotive lens market for several consecutive years. In 2021, Sunny Optical’s automotive lens shipments reached 67.98 million units, and in 2022, the shipments reached 78.91 million units, with a market share consistently above 30%.
“Many strong” refers to several leading second-tier manufacturers, mainly Japanese, Korean, and other Chinese manufacturers, with market shares between 2% and 10%. The traditional “many strong” mainly consists of optical companies from Japan, Korea, and Taiwan, including Maxell (Japan), Nidec Sankyo (Japan), Sekonix (Korea), and Largan Precision (Taiwan). For example, Maxell had an 8% market share in the global automotive lens market in 2021.
At the same time, Chinese companies such as Lianchuang Electronics and O-film have begun to join the ranks of “many strong”.
Lianchuang Electronics’ automotive lens shipments in 2022 were about 8-9 million units, with major clients including Valeo, Continental, Aptiv, ZF, and Magna, all Tier 1 suppliers. O-film entered the automotive lens business in 2018 after acquiring Fujifilm. As of now, it has achieved mass production of 5M front-view lenses, 3M and 8M surround-view lenses, 1M and 2.5M ring-view lenses, 2M electronic rearview mirror lenses, and 1M and 2M cabin DMS/OMS lenses. In 2022, O-film’s automotive lens shipments were approximately 4 million units.
In addition, traditional optical companies such as Phoenix Optical and Yutong Optical have also entered the automotive market. Among them, Phoenix Optical has launched more than ten types of automotive lenses, while the leader in the security lens field, Yutong Optical, acquired 20% of Jiuzhou Optical in 2022, which is also part of its strategy to enter the automotive lens market. In the future, these traditional optical companies will further compete for market share in automotive lenses.
2. Automotive CIS performance continues to improve, reaching 8M resolution and 140dB HDR
CIS, or CMOS image sensor, generally involves several processes: reset, photoelectric conversion, integration, and readout.
From the perspective of the camera industry chain, the upstream manufacturers of CIS include: CIS IP companies, whose main business is designing CIS and selling it to CIS companies in IP form; wafer companies, whose main business is providing silicon chips; and packaging companies, whose main business is cutting and packaging processed wafers. The downstream manufacturers are similar to automotive lenses, consisting of Tier 1 suppliers and camera module packaging companies.
With the trend of automotive intelligence, camera pixel counts continue to rise, which also raises higher technical requirements for CIS. Since automotive cameras pursue miniaturization and lightweight design, reducing pixel size and upgrading architecture have become the most common choices.
For example, in the evolution of OmniVision’s CIS process: during the development of OmniPixel®3-HS, OmniBSI™, and PureCel®Plus technologies, the pixel size was reduced from the original 4.2um to 2.1um. Specifically, the OX08B40 released by OmniVision in 2021 supports an 8-megapixel resolution and uses the PureCel®Plus-S pixel architecture, which employs a stacked architecture to achieve high resolution with a smaller chip size.
Source: OmniVision
Source: Public data compilation
3. Automotive ISP solutions are diversifying, with AI ISP becoming a development trend
ISP, or image signal processor, is the core component responsible for image adjustment in the automotive camera composition module. At the same time, tuning the ISP is also an essential step to achieve the desired imaging effect, a process known as ISP Tuning.
Currently, mainstream ISP solutions include not only traditional ISP chips but also integrated ISP CIS and integrated ISP autonomous driving SoCs, presenting a diversification of solutions.
The diversity of ISP solutions, combined with the necessity of ISP Tuning, means that ISP is involved in many aspects of the camera industry chain.
Source: Public data compilation
The importance of ISP and its low demand for fixed hardware architecture make ISP a coveted area for leading manufacturers in various fields, with most manufacturers typically laying out 1-2 solutions.
For example, FocalTech focuses on ISP chip products; STMicroelectronics has launched several integrated ISP CIS; OmniVision has laid out “ISP chip + integrated ISP CIS”; NXP and Nextchip have laid out “ISP chip + integrated ISP autonomous driving SoC”; in addition, companies like Mobileye, Nvidia, and Black Sesame Technology have also released autonomous driving chips with integrated ISP.
In addition to solution diversification, AI ISP is also an important future development direction for ISP.
ISP encompasses dozens of image signal processing algorithms, but the collaboration of numerous algorithms requires extensive tuning work. Currently, the development of visual ADAS systems still relies heavily on manual tuning of ISP, with OEMs such as Tesla and NIO actively hiring image quality tuning engineers. However, the manual tuning process is time-consuming and requires a high level of expertise from ISP tuning engineers.
In recent years, using AI for image enhancement has gradually become a new hot research topic in the industry, achieving significant progress. Applying AI for real-time optimization, especially in edge computing environments, can yield better results compared to traditional ISP.
For example, Ambarella has launched an AI image signal processor (AISP) that uses neural network technology to enhance the image processing capabilities of hardware ISP integrated into SoCs, achieving color imaging in low light conditions with minimal noise, outperforming mainstream ISP by over 10 times in performance, and offering more natural color reproduction and higher dynamic range processing capabilities.
Ambarella’s AI domain controller chip series CV3 has already integrated AISP, with an equivalent computing power of 500 TOPS, capable of supporting more than 20 cameras connected via MIPI VC, while meeting the requirements for high-performance stereo vision engines and dense optical flow engines.
Source: Ambarella
“2022-2023 Tier 2 Automotive Camera Industry Research Report” Table of Contents
01
Automotive Cameras and the Automotive Camera Industry Chain
1.1 Overview of Automotive Cameras
1.1.1 Classification of Automotive Cameras
1.1.2 Number of Cameras Required for Different Levels of Autonomous Driving
1.1.3 Sensor Configuration for Major Models in Some Markets
1.2 Automotive Camera Industry Chain
1.2.1 Composition of Automotive Cameras
1.2.2 Automotive Camera Industry Chain Overview
1.2.3 Automotive Camera Industry Chain – Lenses
1.2.4 Automotive Camera Industry Chain – CIS
1.2.5 Automotive Camera Industry Chain – ISP
02
Development Trends of the Automotive Camera Industry Chain
2.1 Development Trend One
2.2 Development Trend Two
2.3 Development Trend Three
2.4 Development Trend Four
2.5 Development Trend Five
2.6 Development Trend Six
03
Summary of Automotive Camera Industry Chain Enterprises and Products
3.2 Summary of Automotive Camera Industry Chain Products
04
Automotive Lens Enterprises
4.1 Maxell
4.1.1 Overview of Maxell
4.1.2 Maxell Business Classification & Revenue Situation
4.1.3 Maxell Product Classification
4.1.4 Maxell Automotive Lens Products
4.1.5 Maxell Automotive Optical Product Market Situation
4.1.6 Maxell Product Development Strategy
4.2 Nidec Sankyo
4.2.1 Overview of Nidec Sankyo
4.2.2 Nidec Sankyo Revenue Situation
4.2.3 Nidec Sankyo Business Classification & Product Classification
4.2.4 Nidec Sankyo Automotive Lens Products
4.2.5 Nidec Sankyo Optical Product Layout
4.3 Sekonix
4.3.1 Overview of Sekonix
4.3.2 Sekonix Revenue Situation
4.3.3 Sekonix Product Classification
4.3.4 Sekonix Automotive Lens Products
4.3.5 Sekonix China Branch Situation
4.3.6 Sekonix Development History
4.3.7 Sekonix Entry into Nvidia Ecosystem
4.4 Sunny Optical
4.4.1 Overview of Sunny Optical
4.4.2 Sunny Optical Revenue Situation
4.4.3 Sunny Optical Product Classification
4.4.4 Sunny Optical Automotive Lens Products
4.4.5 Sunny Optical Automotive Camera Related Product Layout
4.4.6 Sunny Optical Automotive Product Development History
4.4.7 Sunny Optical Market Situation
4.4.8 Sunny Optical Strategic Development Layout
4.5 O-film
4.5.1 Overview of O-film
4.5.2 O-film Revenue Situation
4.5.3 O-film Automotive Lens Product Classification and Upstream Suppliers
4.5.4 O-film Intelligent Driving Products
4.5.5 O-film Automotive Product Market Layout
4.6 Lianchuang Electronics
4.6.1 Overview of Lianchuang Electronics
4.6.2 Lianchuang Electronics Revenue Situation
4.6.3 Lianchuang Electronics Product Classification
4.6.4 Lianchuang Electronics Automotive Lens Products
4.6.5 Lianchuang Electronics Development History
4.6.6 Lianchuang Electronics Optical Product Development Status
4.6.7 Lianchuang Electronics Market Layout
4.6.8 Lianchuang Electronics New Automotive Optical Product Projects
4.7 Yutong Jiuzhou Optical
4.7.1 Overview of Yutong Jiuzhou Optical
4.7.2 Yutong Jiuzhou Optical Product Classification
4.7.3 Yutong Jiuzhou Optical Automotive Lens Products
4.7.4 Yutong Jiuzhou Optical Driving Recorder Lens Products
4.7.5 Yutong Jiuzhou Optical/Optical Communication Development History
4.8 Phoenix Optical
4.8.1 Overview of Phoenix Optical
4.8.2 Phoenix Optical Revenue Situation
4.8.3 Phoenix Optical Product Classification
4.8.4 Phoenix Optical Automotive Lens Products
4.8.5 Phoenix Optical 2022 First Half Business Analysis
4.8.6 Phoenix Optical Development History
4.9 Largan Precision
4.9.1 Overview of Largan Precision
4.9.2 Largan Precision Revenue Situation
4.9.3 Largan Precision Product Classification
4.9.4 Largan Precision Automotive Lens Products
4.9.5 Largan Precision Development History
05
Automotive CIS and ISP Enterprises
5.1 ON Semiconductor
5.1.1 Overview of ON Semiconductor & Automotive Business
5.1.2 ON Semiconductor Revenue Situation
5.1.3 ON Semiconductor Product Classification
5.1.4 ON Semiconductor CIS Products – Front View CIS
5.1.5 ON Semiconductor CIS Products – Cabin CIS
5.1.6 ON Semiconductor CIS Products – Surround/Rear View CIS
5.1.7 ON Semiconductor ISP Products – ISP Chips
5.1.8 ON Semiconductor Product Summary
5.1.9 ON Semiconductor CIS Technology
5.1.10 ON Semiconductor Automotive Sensor Business
5.1.11 ON Semiconductor Automotive Image Sensor Market Share & Clients
5.1.12 ON Semiconductor Image Sensor Business
5.1.13 ON Semiconductor Market and Product Layout
5.1.14 ON Semiconductor Autonomous Driving Ecosystem Partners
5.2 Sony
5.2.1 Overview of Sony
5.2.2 Sony Revenue Situation
5.2.3 Sony Semiconductor Product Classification
5.2.4 Sony Automotive CIS Products – IMX324/424
5.2.5 Sony Automotive CIS Products – IMX490
5.2.6 Sony Automotive CIS Products – ISX019
5.2.7 Sony CIS Technology
5.2.8 Sony CIS Development History
5.3 NXP
5.3.1 Overview of NXP
5.3.2 NXP Revenue Situation
5.3.3 NXP Product Classification
5.3.4 NXP Automotive Products – Visual Chips with Integrated ISP
5.3.5 NXP Automotive Products – Integrated ISP Autonomous Driving SoCs
5.3.6 NXP Automotive ISP Product Summary
5.3.7 NXP ISP Software Training Partners
5.3.8 NXP Major Client Situation
5.4 Nextchip
5.4.1 Overview of Nextchip & Product Classification
5.4.2 Nextchip ISP Products – ISP Chips
5.4.3 Nextchip ISP Products – Integrated ISP Autonomous Driving SoCs
5.4.4 Nextchip ISP Product Summary
5.4.5 Nextchip Development History and Market Layout
5.4.6 Nextchip Core Technology
5.4.7 Nextchip Clients and Partners
5.5 OmniVision
5.5.1 Overview of OmniVision
5.5.2 OmniVision Revenue Situation
5.5.3 OmniVision Product Classification
5.5.4 OmniVision Automotive Products – Integrated ISP Video Processors
5.5.5 OmniVision ISP Products – ISP Chips
5.5.6 OmniVision CIS Products – Integrated ISP CIS
5.5.7 OmniVision CIS Products – Non-Integrated ISP CIS
5.5.8 OmniVision Product Summary
5.5.9 OmniVision Technology
5.5.10 Key Milestones in OmniVision Automotive CIS
5.5.11 OmniVision Market Layout
5.6 STMicroelectronics
5.6.1 Overview of STMicroelectronics
5.6.2 STMicroelectronics Revenue Situation
5.6.3 STMicroelectronics Product Classification
5.6.4 STMicroelectronics CIS Products – Integrated ISP CIS
5.6.5 STMicroelectronics CIS Products – Non-Integrated ISP CIS
5.6.6 STMicroelectronics Automotive Product Summary
5.6.7 STMicroelectronics Market Layout
5.6.8 STMicroelectronics Product R&D Layout
5.7 FocalTech
5.7.1 Overview of FocalTech & Revenue Situation
5.7.2 FocalTech Product Classification
5.7.3 FocalTech ISP Products – ISP Chips
5.7.4 FocalTech ISP Products & Summary
5.7.5 FocalTech Product Roadmap
5.7.6 FocalTech ISP Tuning & Image Debugging Laboratory
5.7.7 FocalTech Development Strategy
5.7.8 FocalTech ISP Product Layout & Market Layout
5.7.9 FocalTech Clients & Partners
5.8 Autonomous Driving SoC Integrated ISP Enterprises: TI
5.8.1 Overview of TI
5.8.2 TI Revenue Situation
5.8.3 TI Autonomous Driving Products
5.8.4 TI TDA4 Series Development Roadmap
5.8.5 TI Automotive Products – Integrated ISP Autonomous Driving SoCs
5.8.6 TI Automotive Product Summary
5.9 Autonomous Driving SoC Integrated ISP Enterprises: Ambarella
5.9.1 Overview of Ambarella
5.9.2 Ambarella Revenue Situation
5.9.3 Ambarella Automotive Product Classification
5.9.4 Ambarella Automotive Products – Integrated ISP Autonomous Driving SoCs
5.9.5 Ambarella Automotive Product Summary
5.9.6 Ambarella Automotive Product Development History
5.9.7 Ambarella AISP Technology
5.9.8 Ambarella Automotive Product Application Market
5.9.9 Ambarella Automotive Product Clients & Partners
5.9.10 Ambarella Automotive Product Cooperation Dynamics
5.10 Autonomous Driving SoC Integrated ISP Enterprises: Mobileye
5.10.1 Overview of Mobileye & Product Classification
5.10.2 Mobileye Product Classification
5.10.3 Comparison of Mobileye EyeQ Series Products
5.10.4 Mobileye Automotive Products – Integrated ISP Autonomous Driving SoCs
5.10.5 Mobileye Visual System Solutions
5.10.6 Mobileye Visual Algorithms
5.10.7 Mobileye Object Recognition Technology
5.10.8 Mobileye Product Implementation Status
5.11 Autonomous Driving SoC Integrated ISP Enterprises: Black Sesame Technology
5.11.1 Overview of Black Sesame Technology
5.11.2 Black Sesame Technology Huashan Series Chip Product Roadmap
5.11.3 Black Sesame Technology Automotive Products – Integrated ISP Autonomous Driving SoCs
5.11.4 Black Sesame Technology Core Technology
5.11.5 Black Sesame Technology SoC-Based Solutions
5.11.6 Black Sesame Technology Product Development Layout/Partners/Main Clients
5.12 Autonomous Driving SoC Integrated ISP Enterprises: Horizon Robotics
5.12.1 Overview of Horizon Robotics
5.12.2 Horizon Robotics Product Classification & Layout
5.12.3 Horizon Robotics Automotive Products – Integrated ISP Autonomous Driving SoCs
5.12.4 Horizon Robotics Automotive Product Summary
5.12.5 Horizon Robotics Major Partners/Investors
06
Some Tier 3 Enterprises in the Camera Industry Chain
6.1 Semiconductor IP Companies: Arm
6.1.1 Overview of Arm
6.1.2 Arm Product Classification
6.1.3 Comparison of Arm ISP IP
6.1.4 Arm ISP IP
6.1.5 Arm Market Layout
6.2 Semiconductor IP Companies: GY Semiconductor
6.2.1 Overview of GY Semiconductor
6.2.2 GY Semiconductor ISP IP
6.2.3 GY Semiconductor Market Layout
6.3 Semiconductor IP Companies: Chipone
6.3.1 Overview of Chipone
6.3.2 Chipone Product Classification & ISP IP
6.3.3 Chipone ISP IP
6.3.4 Chipone ISP IP Summary
More Zuosi Reports
Zuosi Researcher: 18600021096 (same as WeChat)
Zuosi 2023 Research Report Writing Plan
Panorama of the Intelligent Connected Vehicle Industry Chain (February 2023 Edition)
| Domestic Autonomous Driving OEMs | Automotive Vision (Domestic) | High Precision Mapping |
| Joint Venture Brand OEMs | Automotive Vision (Overseas) | High Precision Positioning |
| ADAS and Autonomous Driving Tier 1 – Domestic | Automotive Vision Algorithms | Automotive Gateway |
| ADAS and Autonomous Driving Tier 1 – Overseas | Surround View Market Research (Local Edition) | Data Closed Loop Research |
| Key Components of Autonomous Driving and Cabin Domain Controllers | Surround View Market Research (Joint Venture Edition) | Automotive Information Security Hardware |
| Autonomous Driving and Cabin Domain Controllers | Infrared Night Vision | Automotive Information Security Software |
| Multi-Domain Computing and Regional Controllers | Autonomous Driving Simulation (Overseas) | OEM Information Security |
| Passenger Vehicle Chassis Domain Control | Autonomous Driving Simulation (Domestic) | Wireless Communication Modules |
| Domain Controller Ranking Analysis | Lidar – Domestic Edition | Automotive 5G Integration |
| E/E Architecture | Lidar – Overseas Edition | 800V High Voltage Platform |
| L4 Autonomous Driving | Lidar Core Components | Fuel Cell |
| L2/L2+ Autonomous Driving | Millimeter Wave Radar | Integrated Battery |
| Joint Venture Brand OEMs Vehicle Networking | Automotive Ultrasonic Radar | Integrated Die Casting |
| Domestic Autonomous Brand OEMs Vehicle Networking | Radar Disassembly | Automotive Operating System |
| Commercial Vehicle ADAS | Mining Autonomous Driving | Skateboard Chassis |
| Commercial Vehicle Intelligent Cabin | Driverless Shuttle | Electronic Control Suspension |
| Commercial Vehicle Vehicle Networking | Driverless Delivery Vehicle | Steering System |
| Commercial Vehicle Intelligent Chassis | Driverless Retail Vehicle Research | Line Control Brake Research |
| Automotive Intelligent Cabin | Agricultural Machinery Autonomous Driving | Charging and Battery Swap Infrastructure |
| Intelligent Cabin Tier 1 | Modular Report | Automotive Motor Controllers |
| Cabin Multi-Screen and Linked Screens | V2X and Vehicle Road Coordination | Hybrid Power Report |
| Intelligent Cabin Design | Roadside Intelligent Perception | Automotive PCB Research |
| Instrument and Central Control Display | Roadside Edge Computing | IGBT and SiC Research |
| Intelligent Rearview Mirror | Automotive eCall System | Automotive Power Electronics |
| Dashcam | Automotive EDR Research | Automotive Sound System |
| Automotive Digital Key | Smart Automotive Personalization | Electric Drive and Power Domain |
| Automotive UWB Research | Automotive Multimodal Interaction | Automotive Wiring Harness |
| HUD Industry Research | In-Car Voice | Automotive Seats |
| Gesture Interaction | In-Car Antennas | Automotive Lighting |
| In-Car DMS | TSP Manufacturers and Products | Automotive Lighting |
| OTA Research | Autonomous Driving Regulations | Automotive Magnesium Alloy Die Casting |
| Automotive Cloud Service Research | Autonomous Driving Standards and Certification | Autonomous Driving Chips |
| Automotive Functional Safety | Intelligent Connected Testing Base | Cabin SOC |
| AUTOSAR Research | PBV and Automotive Robots | Automotive VCU Research |
| Software Defined Vehicles | Flying Cars | Automotive MCU Research |
| Software Suppliers | Integrated Parking Research | Sensor Chips |
| Passenger Vehicle T-Box | Smart Parking Research | In-Car Storage Chips |
| Commercial Vehicle T-Box | Vehicle Enterprise Digital Transformation | Power Management Chips |
| T-Box Ranking Analysis | Autonomous Driving Fusion Algorithms | Automotive CIS Research |
| Model Supplier Research | XPeng G9 Function Disassembly | Smart Surfaces |
| Li Auto L8/L9 Function Disassembly | NIO, Toyota, Great Wall Vehicle Machine and Cabin Domain Control Disassembly | AI Large Model and Autonomous Driving Intelligent Computing Center |
| NIO ET5/ET7 Intelligent Function Disassembly | DJI Front View Binocular and Tida Tong Lidar Disassembly |
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