From the perspective of the market pattern of camera module, the industry is highly concentrated and has a trend of further improvement. By disassembling and analyzing the mainstream 3D camera products already on the market, the 3D camera industry chain can be divided into:
Upstream: infrared sensor, infrared light source, optical components, optical lens and CMOS image sensor.
Midstream: sensor module, camera module, light source OEM, light source detection and image algorithm.
Downstream: terminal manufacturers and applications.
In the future, as consumers have higher and higher requirements for mobile phone flat-panel photography, the optical zoom ratio will further develop. 5x or even 10x Optical Zoom will become the mainstream. At present, most mobile phones have 2x optical zoom ratio. The periscopic design can greatly reduce the height of the lens module, realize the trend of lightweight mobile phones, and also lead a new round of upgrading in the field of camera module.
The industry chain enterprises corresponding to mobile phone cameras include image sensor manufacturers, camera module manufacturers, lens manufacturers, motor suppliers, prism and filter suppliers.
Due to the high technical barriers and concentration of the industry, most of the leaders of the industrial chain are monopolized by Japan, South Korea and Taiwan, China of China. Manufacturers in the Mainland mainly focus on the packaging of infrared filters and camera modules.
