Chan Ye Xin Xi Wang·2025-12-31 01:45Core Insights - The image capture card industry in China is experiencing growth driven by the demand for industrial automation and digital transformation, with market size expected to reach approximately 6.07 billion yuan in 2024 and 7 billion yuan in 2025 [1][11] - The industry is characterized by a clear supply chain, with upstream components primarily consisting of core chips, midstream manufacturers focusing on customized solutions, and downstream applications heavily centered on industrial automation [1][7] Industry Overview - Image capture cards, also known as video capture cards, serve as essential hardware connecting computers to external image sources, converting signals for digital processing [2][3] - The core functions include real-time transmission, caching, and preprocessing of image signals [2][4] Industry Chain Analysis - The upstream of the industry relies on core components and software, with high-end chips being imported but domestic FPGA/ASIC chips rapidly replacing them [7][9] - Midstream manufacturers are breaking into the mid-tier market with customized solutions and gradually penetrating high-end sectors [7] - Downstream applications are diverse, with industrial automation accounting for over 45% of demand, and new applications like autonomous driving and telemedicine emerging as growth areas [7][9] Market Size and Growth - The FPGA market in China is projected to grow significantly, reaching approximately 27.9 billion yuan in 2024 and expected to exceed 30 billion yuan in 2025, supporting the performance and cost optimization of image capture cards [9] - The industrial automation market is anticipated to surpass 322.5 billion yuan by 2025, driving demand for high-bandwidth, low-latency capture cards [9][10] Competitive Landscape - The industry features a layered competitive structure, with international leaders dominating high-performance markets while domestic companies leverage cost-effectiveness and localized services to establish advantages in mainstream sectors [11][12] - Domestic firms are focusing on addressing practical challenges in industrial settings, developing low-latency transmission and multi-channel synchronization capabilities [12] Development Trends - The industry is expected to evolve towards three main directions: technological integration of high-speed interfaces and AI, standardization and modular design for better compatibility, and expansion into cross-domain applications such as healthcare and intelligent transportation [12][15] - Standardization efforts will aim to unify interface protocols and software, reducing integration costs and development cycles [12][14] - The application scope will extend beyond traditional industrial automation to include high-precision medical imaging, real-time monitoring in security, and defect detection in high-end manufacturing [15]