2025年车载摄像头出货量将突破1亿颗，欧菲光等厂商迎快速发展机遇

Industry Overview - The demand for automotive cameras is rapidly increasing due to advancements in automotive intelligence and autonomous driving technology, with shipments in China rising from 42.63 million units in 2020 to 72 million units in 2023, reflecting a compound annual growth rate (CAGR) of 19.1% [1] - The market size for automotive cameras in China has expanded from 5.7 billion yuan in 2020 to 16.2 billion yuan in 2023, with projections nearing 20 billion yuan in 2024 and reaching 23.7 billion yuan by 2025 [1] Company Positioning - O-Film has entered the smart automotive sector since 2015 and has secured supplier qualifications from over 20 domestic automotive manufacturers while actively pursuing certifications from international manufacturers [2] - The company has segmented its smart automotive business into three areas: intelligent driving, vehicle body electronics, and smart cockpit, focusing on optical lenses and cameras to develop system-level products [2] Product Development - O-Film has achieved mass production of various automotive camera products, including 2M and 8M front-view cameras, 3M and 8M side-view cameras, and multiple models of surround-view cameras [2] - The company has implemented advanced COB technology across its front-view, surround-view, and other automotive camera products [2] Comprehensive Solutions - O-Film has developed a complete solution covering both interior and exterior vehicle scenarios, including driver monitoring (DMS) and occupant monitoring (OMS) systems for applications like facial recognition and fatigue monitoring [3] - The company integrates automotive cameras, displays, and system controllers to enhance external perception capabilities, offering both basic and intelligent CMS solutions [3] Future Outlook - O-Film is strategically positioned to support the evolution of intelligent vehicles by providing advanced sensor and domain controller solutions, contributing to safer and more convenient driving experiences [4] - The company plans to intensify its focus on smart automotive business through enhanced resource allocation in R&D, sales, and production, aiming for rapid revenue growth in this sector [4]