TrendForce 2024：紅外線感測應用領域的市場與品牌策略

2024 Infrared Sensing Application Market and Branding Strategies

出版日期: 2024年01月01日 | 出版商:

TrendForce | 英文 172 Pages | 商品交期: 最快1-2個工作天內

價格

簡介目錄

鑑於其多樣性，預計2023年至2028年全球紅外線感測應用市場將以6%的複合年增長率成長，到2028年達到30.9億美元的規模。

本報告分析了全球紅外線感測技術市場規模、機會、產品規格、價格、供應鏈等，並確定了快速成長的主要應用領域（（1）消費性電子產品，（2）我們專注於智慧座艙/ADAS （DMS/OMS）、（3）自動駕駛、（4）工業/物流/家電自動化）。此外，隨著SWIR光源（LED/VCSEL/EEL）和SWIR CMOS影像感測器/光電偵測器技術的成熟，我們正在探索商機，我們也在研究相關的技術規格。

分析範圍
紅外線感測應用領域市場：產品分析概述（2024年）
紅外線感測市場規模分析：IR LED/VCSEL/EEL (2024-2028)
紅外線感測企業收入：IR LED/VCSEL/EEL（2021-2023）
消費性 3D 感測市場：模組與 VCSEL（2024-2028）
汽車/工業光達市場：LiDAR與LiDAR雷射（2024-2028）

第二章消費性電子市場趨勢

消費性電子市場：紅外線感測技術概述
蘋果/三星消費性電子路線圖
3D感測市場
- 3D感測技術概述
- 直接/間接 Tof（飛行時間）技術分析
- iPhone 14 Pro 結構光深度相機成本與供應鏈
- iPhone 15 結構光深度相機成本與供應鏈
- iPhone 15 Pro 雷射雷達掃描器 - 產品設計/成本/供應鏈
- VCSEL技術路線圖
- 屏下3D感測技術：進度與可行性分析
- Apple Vision Pro：3D感測技術分析
- 消費性電子產品中 3D 感測的市場機遇
- 穿戴式裝置（手錶）市場中的 3D 感測
- 透過3D感測應用領域的創新推廣VCSEL/EEL技術
- 3D感測產品規格與供應鏈（2018-2023）
- VCSEL 市場規模：消費性電子產品 3D 感測（2024-2028）
- VCSEL價格分析（2018-2028）
接近感測器
- 接近感測器產品規格及價格分析（2024年）
- NIR/SWIR螢幕下接近感測器：優缺點分析
- iPhone 14 Pro 螢幕下接近感應器拆解分析
- iPhone 14/17 Pro 的螢幕下接近感應器分析
- 接近感測器和1D/2D ToF市場規模分析（2024-2028）
生物感
- 生理參數測量與疾病分析
- 心率和血氧：光學感測原理
- 血壓與體內水分：光學感測原理
- PPG測量和位置分析
- Apple Watch Series 9/X：PPG 規格/成本/供應鏈
- Apple AirPods 3/Pro 2：皮膚偵測感應器產品/成本/供應鏈
- 蘋果：Micro LED 手錶 (2026)
- Apple Micro LED Watch：規格和成本分析
- 三星 Galaxy Watch 6/7：PPG 規格/成本/供應鏈
- 新興生物感測市場：品牌/產品/供應鏈分析（2024）
- Google Pixel Watch 2：PPG 規格和供應鏈
- PPG系統架構及市場格局分析
- 生物感測市場規模分析：Apple/Samsung PPG（2024-2028）
- 生物感測市場規模分析：PPG分立LED（2024-2028）
- 生物感測的潛在市場
眼球追蹤
- AR/VR 顯示/光學感測技術
- 眼動追蹤對 AR/VR 的好處分析
- 眼動追蹤市場現況分析
- 眼動追蹤產品規格及供應鏈（2019-2024）
- Meta Quest Pro
- Sony PlayStation VR 2
- HTC VIVE Focus 3/Pico 4 Pro
- Apple Vision Pro：眼球追蹤和虹膜識別
- IR LED產品規格及價格分析
- VCSEL 技術中會包含眼動追蹤嗎？
- IR LED 市場規模分析：眼動追蹤 (2024-2028)
NB(2.5D)人臉辨識
- 2.5D人臉辨識的優勢
- NB人臉辨識：IR LED規格與供應鏈分析
- IR LED產品規格及價格分析
- 筆記本2.5D臉部辨識會搭載VSCEL技術嗎？
- IR LED市場規模分析：NB（2.5D）臉部辨識（2024-2028）

第三章車載感測：駕駛/乘員監控系統市場

駕駛員/乘員監控系統 (DMS/OMS)：關鍵要素分析
駕駛/乘員監控系統：主動/被動感測分析
駕駛員監控系統：法規與政策
駕駛員/乘員監控系統：功能分析
駕駛員監控系統：安裝位置
駕駛員監控系統：產品趨勢
乘員監控系統：產品趨勢
駕駛員/乘員監控系統：感測器融合分析
駕駛員/乘員監控系統：2D 規格分析
駕駛/乘員監控系統：3D感測規格分析
駕駛員/乘員監控系統：OEM 策略與供應鏈
- General Motors
- BMW
- Tesla
- Ford
- Volkswagen
- Stellantis
- Toyota
- Nissan
- Mazda
- Honda
- Subaru
- Hyundai
- XPeng Motors
- NIO
- Li Auto
駕駛員/乘員監控系統：市場情勢分析
IR LED 產品規格分析：ams OSRAM
VCSEL產品規格分析：ams OSRAM
IR LED/VCSEL 產品規格分析：Stanley
VCSEL的優勢分析
IR LED/VCSEL 市場規模分析：DMS/OMS (2024-2028)

第四章 LiDAR市場趨勢

定義光達應用領域的市場
LiDAR影像技術的矩陣分析
LiDAR影像技術概述
LiDAR成像技術分析
LiDAR企業營收規模分析（2022-2023年）
LiDAR產品規格及價格分析
LiDAR分析：Valeo/Luminar/Innoviz/Hesai/Continental/Aeva
905/1,550nm LiDAR優缺點分析
FMCW LiDAR
LiDAR系統架構與價格/成本分析
LiDAR市場情勢分析
汽車LiDAR市場
- LiDAR市場趨勢分析：Gartner技術成熟度曲線
- 汽車LiDAR市場規模分析（2024-2028）
- ADAS/自動駕駛：OEM策略聯盟分析
- ADAS/自動駕駛路線圖和供應鏈（2021-2025）
- 4~5級自動駕駛市場狀況分析
- 汽車感測分析：LiDAR、雷達、攝影機
- LiDAR產品需求：駕駛場景分析
- 4D成像雷達技術趨勢
工業LiDAR市場
- 工業LiDAR市場規模分析（2024-2028）
- 工業LiDAR應用領域市場
- 家電LiDAR（掃地機器人/伴侶機器人）市場
- 工業LiDAR產品分析
LiDAR雷射/光電探測器市場
- LiDAR市場規模：產品分析（2024-2028）
- LiDAR光電探測器市場規模：產品分析（2024-2028）
- EEL/VCSEL LiDAR：綜合分析
- EEL LiDAR 雷射產品分析：ams OSRAM
- VCSEL LiDAR 雷射產品分析：ams OSRAM 與 Lumentum
- LiDAR公司分析
- LiDAR光電探測器分析
- LiDAR光電探測器產品規格分析
- LiDAR雷射和光電探測器公司名單

第五章 SWIR/MWIR技術/市場趨勢

短波紅外線 (SWIR)/中波紅外線 (MWIR) 定義
SWIR LED產品規格分析
SWIR LED/光電二極體產品價格分析（2023）
SWIR VCSEL技術分析
SWIR VCSEL規格分析
SWIR CMOS影像感測器分析
InGaAs/GeSi光電偵測器產品規格分析
矽鍺光子技術
SWIR LED/VCSEL/EEL 的市場機會和潛在客戶列表
中波紅外線 (MWIR) 市場機會和公司名單
機器視覺（高光譜成像）市場機會
機器視覺（高光譜成像）規格分析
食品產業中的機器視覺（高光譜成像）
機器視覺（高光譜成像）市場案例研究
機器視覺（高光譜成像）市場格局分析

簡介目錄

‘TrendForce 2024 Infrared Sensing Application Market and Branding Strategies’ focuses on four fast-growing application segments, namely the 1) Consumer Electronics, 2) Smart Cabin / ADAS (DMS / OMS), 3) Autonomous Driving, and 4) Industrial / Logistics / Home Appliance Automation. Additionally, TrendForce will explore business opportunities and analyze technical specifications associated with SWIR light sources (LED / VCSEL / EEL) and SWIR CMOS image sensors / photodetectors as their technologies become increasingly mature.

According to the report " TrendForce 2024 Infrared Sensing Application Market and Branding Strategies" , several topics will be the focus between 2024 and 2028, 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

Both Apple and Samsung will improve bio-sensing accuracy for their watches starting in 2024. Specifically, Samsung will install skin-detect sensors in its TWS, the Galaxy Buds, in 2024, while Apple is likely to adopt Micro LED and next-gen bio-sensing technology in 2026.

As for smartphones, Apple will adopt MetaLens technology to reduce the size of structured light in 2024, reapply under-display proximity sensors to the iPhone 17 Pro in 2025 and under-display 3D sensing in 2027. Both under-display proximity sensors and under-display 3D sensing will be powered by SWIR VCSELs, which help reduce sunlight / ambient light interference and the probability of white spot formation. According to TrendForce's survey, the PCE of 1,130nm VCSEL reached the level of >30% in 2H23. Specifically, ams OSRAM's 1,130nm VCSEL delivers absolutely outstanding product performance.

Moreover, leading brands including Apple, Sony, Meta, Microsoft, Google will continue announcing AR/VR products, giving rise to 3D sensing and eye tracking.

Smart Cockpit / ADAS- DMS / OMS

The EU's General Safety Regulation recommends the installation of ADDW systems in new passenger cars, trucks, and buses starting on July 7, 2024 and mandates the system installation in all such new vehicles starting on July 7, 2026. The US NHTSA requests automakers, tier 1 suppliers, and autonomous driving technology developers to provide reports on crashes involving ADAS / autonomous driver Level 2 and above, which will prompt businesses to install event data recorders and DMS in L2 vehicles. Car makers' compliance with proposed policies will give rapid rise to the DMS / OMS market.

ADAS / Autonomous Driving

Car makers plan to continue using LiDAR in 2024-2025 for ADAS / autonomous driving Level 3 (Highway Pilot), aiming to enhance driving safety and AEB performance. Leading players include Volvo, General Motors, Audi, Stellantis, Volkswagen, BMW, Hyundai, Hongqi, Changan, and Li Auto.

Industrial / Logistics / Home Appliance Automation and Smart City

Considering the existing labor shortage, manufacturers in Europe, the US, and Japan have been targeting at industrial automation. Installing LiDAR traffic flow systems in smart cities enables transportation authorities to collect accurate real-time road use data, analyze them, and figure out how to improve traffic flow for four wheelers, thereby ensuring safety for scooter riders and pedestrians. Businesses have also installed LiDAR systems in home appliances (i.e., robot vacuums and companion robots) to realize SLAM.

The diversity of said topics will expand the market scale of infrared sensing applications, which is likely jumping to USD 3.090 billion in 2028 with a 6% CAGR between 2023-2028, as TrendForce forecast. Based on the branding strategies, 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 marketing strategies for the infrared sensing market.

Chapter I. Infrared Sensing Market Scale Analysis

Scope of the Report
2024 Infrared Sensing Application Market- Product Analysis Overview
2024-2028 Infrared Sensing Market Scale Analysis- IR LED / VCSEL / EEL
2021-2023(E) Infrared Sensing Player Revenue- IR LED / VCSEL / EEL
2024-2028 Consumer Electronics 3D Sensing Market- Module vs. VCSEL
2024-2028 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 14 Pro Structured Light Depth Camera Cost and Supply Chain
- iPhone 15 Structured Light Depth Camera Cost and Supply Chain
- iPhone 15 Pro LiDAR Scanner- Product Design / Cost / Supply Chain
- VCSEL Technology Roadmap
- Under-Display 3D Sensing Technology- Schedule and Feasibility Analysis
- Apple Vision Pro- 3D Sensing Technology Analysis
- Consumer Electronics 3D Sensing Market Opportunities
- 3D Sensing in Wearable Devices (Watch) Market
- 3D Sensing Application Innovation Drives VCSEL / EEL Technologies
- 2018-2023 3D Sensing Product Specification and Supply Chain
- 2024-2028 VCSEL Market Scale- Consumer Electronics 3D Sensing
- 2018-2028 VCSEL Price Analysis
2.2. Proximity Sensor
- 2024(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 / 17 Pro Under-Display Proximity Sensor Analysis
- 2024-2028 Proximity Sensor vs. 1D/2D ToF 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
- PPG Measurement Location Analysis
- Apple Watch Series 9 / X- PPG Specification / Cost / Supply Chain
- Apple AirPods 3 / Pro 2- Skin-Detect Sensor Product / Cost / Supply Chain
- 2026 Apple Micro LED Watch
- Apple Micro LED Watch Specification and Cost Analysis
- Samsung Galaxy Watch 6 / 7- PPG Specification / Cost / Supply Chain
- 2024 New Bio-Sensing Market- Brand / Product / Supply Chain Analysis
- Google Pixel Watch 2- PPG Specification and Supply Chain
- PPG System Architecture vs. Market Landscape Analysis
- 2024-2028 Bio-Sensing Market Scale Analysis- Apple / Samsung PPG
- 2024-2028 Bio-Sensing Market Scale Analysis- PPG Discrete LED
- Bio-Sensing Potential Markets
2.4. Eye Tracking
- AR/VR- Display and Optical Sensing Technologies
- AR/VR- Eye Tracking Advantage Analysis
- Eye Tracking Market Landscape Analysis
- 2019-2024 Eye Tracking Product Specification and Supply Chain
- Meta Quest Pro
- Sony PlayStation VR 2
- HTC VIVE Focus 3 / Pico 4 Pro
- Apple Vision Pro- Eye Tracking vs. Iris Recognition
- IR LED Product Specification and Price Analysis
- Will Eye Tracking Come with VCSEL Technology?
- 2024-2028 IR LED Market Scale Analysis- Eye Tracking
2.5. NB (2.5D) 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?
- 2024-2028 IR LED Market Scale Analysis- NB (2.5D) Facial Recognition

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
Driver / Occupant Monitoring System- Sensor Fusion Analysis
Driver / Occupant Monitoring System- 2D Specification Analysis
Driver / Occupant Monitoring System- 3D Sensing Specification Analysis
Driver / Occupant Monitoring System- OEM Strategies and Supply Chain
- General Motors
- BMW
- Tesla
- Ford
- Volkswagen
- Stellantis
- Toyota
- Nissan
- Mazda
- Honda
- Subaru
- Hyundai
- XPeng Motors
- NIO
- Li Auto
Driver / Occupant Monitoring System- Market Landscape Analysis
IR LED Product Specification Analysis- ams OSRAM
VCSEL Product Specification Analysis- ams OSRAM
IR LED / VCSEL Product Specification Analysis- Stanley
VCSEL Advantage Analysis
2024-2028 IR LED / VCSEL Market Scale Analysis- DMS / OMS

Chapter IV. LiDAR Market Trend

LiDAR Application Market Definition
LiDAR Imaging Technology Matrix Analysis
LiDAR Imaging Technology Overview
LiDAR Imaging Technology Analysis
2022-2023(E) LiDAR Player Revenue Scale Analysis
LiDAR Product Specification and Price Analysis
LiDAR Analysis- Valeo / Luminar / Innoviz / Hesai / Continental / Aeva
905 / 1,550nm LiDAR Pros and Cons Analysis
FMCW LiDAR
LiDAR System Architecture vs. Price Cost Analysis
LiDAR Market Landscape Analysis
4.1. Automotive LiDAR Market
- LiDAR Market Trend Analysis- Gartner Hype Cycle
- 2024-2028 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
- 2024-2028 Industrial LiDAR Market Scale Analysis
- Industrial LiDAR Application Market
- Home Appliance LiDAR (Robot Vacuums / Companion Robots) Market
- Industrial LiDAR Laser Product Analysis
4.3. LiDAR Laser and Photodetector Market
- 2024-2028 LiDAR Laser Market Scale- Product Analysis
- 2024-2028 LiDAR Photodetector Market Scale- Product Analysis
- EEL / VCSEL LiDAR Laser Comprehensive Analysis
- EEL LiDAR Laser Product Analysis- ams OSRAM
- VCSEL LiDAR Laser Product Analysis- ams OSRAM vs. Lumentum
- LiDAR Laser Player Analysis
- LiDAR Photodetector Analysis
- LiDAR Photodetector Product Specification Analysis
- LiDAR Laser and Photodetector Player List