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1625325

Trendforce 2025紅外線感測應用市場及品牌策略

Trendforce 2025 Infrared Sensing Application Market and Branding Strategies

出版日期: 2025年01月01日 | 出版商:

TrendForce | 英文 196 Pages | 商品交期: 最快1-2個工作天內

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簡介目錄

本報告研究和分析了全球紅外線感測應用市場，重點關註五個快速成長的應用領域，並提供與紅外線感測應用相關的市場規模、機會、課題、產品規格、價格和供應鏈等資訊。

調查範圍
紅外線感測應用市場 - 產品分析概述 (2025)
紅外線感測市場規模分析-IR LED/VCSEL/EEL (2025-2029)
紅外線感測公司收入 - IR LED/VCSEL/EEL (2022-2024)
消費性電子產品 3D 感測 - 模組與 VCSEL (2025-2029)
消費性電子產品 3D 感測 - VCSEL 與 VCSEL 晶片（2025-2029）
汽車/工業光達市場 - 光達與光達 (2025-2029)

第2章消費性電子市場趨勢

消費性電子市場 - 紅外線感測技術概覽
Apple/Samsung消費性電子路線圖

1. 3D感測市場

3D感測技術概述
直接/間接ToF技術分析
iPhone 15-16 結構光深度相機 - 成本/供應鏈
iPhone 15-16 Pro 雷射雷達掃瞄器 - 產品設計/成本/供應鏈
Apple Vision Pro—3D感測技術分析
VCSEL技術路線圖
iPhone Pro/iPad Pro - MetaLens 應用於結構光（2025）
iPhone Pro 螢幕下 3D 感測 - 預計規格（2027 年）
SWIR VCSEL產品規格分析
SWIR CMOS影像感測器分析
消費性電子 3D 感測市場機會
3D 感測應用的創新推動 VCSEL/EEL 技術
3D感測產品規格及供應鏈（2018-2024）
消費性電子3D感測模組市場規模（2025-2029）
VCSEL 市場規模 - 消費性電子 3D 感測（2025-2029）
VCSEL晶片市場規模-消費性電子3D感測（2025-2029）
VCSEL晶片價格分析（2018-2029）

2. 接近感測器

接近感測器產品規格及價格分析（2024-2025）
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 Pro 螢幕下接近感應器 - 成本分析
iPhone 18 Pro 螢幕下接近感應器 - 預計規格
接近感測器市場規模分析（2025-2029）

3. 生物感測

生理參數測量與疾病分析
心率和血氧濃度－光學感測原理
血壓和身體水分含量 - 光學感測原理
生物感測測量位置概述
Apple Watch 系列 9/10 - PPG 產品/成本/供應鏈
Apple AirPods 3/Pro 2 - 皮膚偵測感應器產品/成本/供應鏈
Apple AirPod Pro 3/Apple Watch - 預計產品規格
Samsung Galaxy Watch 6/7 - PPG 產品/成本/供應鏈
Samsung Galaxy Buds - 皮膚偵測感應器產品/成本/供應鏈
Google Pixel Watch 3 - PPG 產品/供應鏈
智慧戒指 - 產品趨勢
生物感測系統架構及市場格局分析
生物感測市場規模分析 - 模組（2025-2029）
生物感測市場規模分析－分立LED（2025-2029）
生物感測市場的未來前景

4.NB人臉辨識

2.5D人臉ID的優點
NB人臉辨識-IR LED規格及供應鏈分析
IR LED產品規格及價格分析
VSCEL技術會安裝在筆記本（2.5D）臉部辨識中嗎？
IR LED 市場規模分析 - NB (2.5D) 人臉辨識 (2025-2029)

5. 眼球追蹤

AR/VR - 顯示與光感技術
AR/VR－眼球追蹤的優勢分析
Sony PlayStation VR 2
Meta Quest Pro
Apple Vision Pro - 眼動追蹤與虹膜識別
Meta Orion AR 眼鏡
IR LED產品規格分析
眼動追蹤產品規格及供應鏈（2019-2024）
VCSEL技術可以實現眼動追蹤嗎？
SWIR LED/VCSEL 技術是否會納入眼動追蹤？
眼動追蹤 - PCCR 與 AI 影像分析
IR LED 市場規模分析 - 眼動追蹤 (2025-2029)

第3章車載感測-駕駛/乘員監控系統市場

駕駛員/乘員監控系統－關鍵因素分析
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
DMS/OMS - 感測器融合分析
DMS/OMS - 2D 規格分析
DMS/OMS - 3D感測市場前景與規格分析
DMS/OMS - OEM 策略與供應鏈
DMS/OMS - 車輛出貨量與滲透率（2025-2029）
IR LED/VCSEL 市場規模分析 - DMS/OMS (2025-2029)
IR LED/VCSEL需求市場與企業利潤分析 - DMS/OMS
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優勢分析
駕駛員/乘員監控系統 - 市場情勢分析

第4章雷射雷達市場趨勢

定義光達應用市場
光達成像技術矩陣分析
LiDAR影像技術概述
光達成像技術分析
光達公司營收排名分析（2023-2024）
光達分析 - Valeo/Luminar/Innoviz/Hesai/Continental/Aeva
光達產品規格及價格分析
AT128雷射雷達分解分析
905/1,550nm雷射雷達優缺點分析
調頻連續波騎士
光達市場情勢分析

1.汽車光達市場

汽車光達市場規模分析（2025-2029）
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）
自動駕駛4~5級市場現況分析
汽車感測分析 - LiDAR、雷達、攝影機
光達產品需求-駕駛場景分析
4D成像雷達技術趨勢

2.工業光達市場

工業光達市場規模分析（2025-2029）
工業光達應用市場
外帶雷射雷達市場應用概況
消費性電子LiDAR（掃地機器人/伴侶機器人）市場

3.LiDAR雷射/光電探測器市場

光達市場規模-應用分析（2025-2029）
光達市場規模-產品分析（2025-2029）
光達光電探測器市場規模-產品分析（2025-2029）
雷射雷達-EEL/VCSEL綜合分析
汽車 LiDAR 雷射 (EEL) 分析 - ams OSRAM
汽車 LiDAR 雷射 (VCSEL) 分析 - ams OSRAM 與 Lumentum
工業 LiDAR 雷射分析 - ams OSRAM
光達企業-主要客戶名單
光達光電探測器產品規格分析
LiDAR雷射/光電探測器公司名單

第5章 SWIR技術及市場趨勢

短波紅外線 (SWIR)
SWIR LED/VCSEL/EEL 市場機會與潛在客戶列表

1. SWIR LED/光電二極體市場規模及應用分析

SWIR LED產品規格分析
SWIR LED/光電二極體產品價格分析（2021-2024）
SWIR LED/光電二極體市場規模與公司收入（2023-2024）
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 - 1
機器視覺（高光譜成像）市場案例研究 - 2
機器視覺（高光譜成像）市場案例研究 - 3
機器視覺（高光譜成像）市場案例研究 - 4
機器視覺（高光譜成像）市場案例研究 - 5

2. SWIR VCSEL 與 CMOS 影像感測器/光電偵測器

SWIR VCSEL技術分析
SWIR VCSEL產品規格分析
SWIR CMOS影像感測器分析
InGaAs/GeSi光電偵測器產品規格分析

附錄，光通訊與矽光子學 - 產品趨勢與供應鏈

資料中心升級刺激光通訊市場需求
800Gbps 與 1.6Tbps 收發器產品趨勢
收發器與共封裝光學元件 (CPO)
800Gbps 與 1.6Tbps 產品趨勢：SiPh CPO
光通訊技術-PCIe/Micro LED/VCSEL/InP (SiPh)
VCSEL/矽光子/EML/DML產品優勢分析
光通訊市場情勢分析
CSP 資料中心路線圖 - NVIDIA、Google、Amazon
CSP 資料中心路線圖 - Microsoft、Meta、Oracle

簡介目錄

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.