企业竞争图谱：2024年汽车电子后视镜 头豹词条报告系列

Investment Rating - The automotive electronic rearview mirror industry is rated as 4 stars [29]. Core Insights - The automotive electronic rearview mirror (CMS) industry has experienced significant growth, with the market size increasing from 1.844 billion RMB in 2021 to 2.376 billion RMB in 2023, representing a compound annual growth rate (CAGR) of 13.52%. It is projected to grow from 2.702 billion RMB in 2024 to 8.124 billion RMB by 2028, with a CAGR of 31.68% [29][30]. - The industry has evolved through three main stages: early exploration and technology accumulation, technology maturity and standard formulation, and market application and model promotion. The trend towards vehicle electrification and intelligence is driving the maturity of automotive electronic rearview mirror technology [12][14]. - The introduction of new national standards has provided significant opportunities for the development of domestic automotive electronic rearview mirrors, allowing vehicles equipped with these systems to gain market access [10][11]. Industry Classification - The automotive electronic rearview mirror industry can be classified based on installation location into internal and external electronic rearview mirrors [4][5]. - Internal electronic rearview mirrors, also known as streaming media mirrors, capture images of the vehicle's interior and rear view, while external electronic rearview mirrors are installed in traditional rearview mirror positions and provide enhanced visibility [6][7]. Industry Characteristics - Key characteristics of the automotive electronic rearview mirror industry include improved driving safety and reduced vehicle drag, opportunities arising from new national standards, and increasing installation rates across various vehicle models [7][8][9]. - The electronic rearview mirror can reduce direct visibility obstacles by approximately 40% for commercial vehicles and nearly 50% for passenger vehicles, enhancing safety [8]. Development History - The automotive electronic rearview mirror industry has progressed through three stages: early exploration (1990-2007), technology maturity (2008-2017), and market application (2018-present) [12][13][14]. - The early exploration phase saw limited application due to technological constraints, while the maturity phase marked the establishment of international standards allowing for legal road use of electronic mirrors [13]. - The current market application phase has seen a broadening of applications in both commercial and passenger vehicles, with significant growth potential [14]. Industry Scale - The automotive electronic rearview mirror market size is expected to grow significantly, driven by continuous optimization of performance and technology, as well as the rapid development of the automotive industry in China [29][30]. - The market penetration of electronic rearview mirrors is currently low, particularly in passenger vehicles, but is expected to increase as costs decrease and consumer acceptance rises [30][32]. Policy Overview - Recent policies have encouraged the integration of intelligent networked vehicles, which will likely boost the demand for automotive electronic rearview mirrors as they are essential components of advanced driving assistance systems [34][36]. - The implementation of national standards for indirect vision devices has provided a regulatory framework that supports the development and adoption of electronic rearview mirrors [38]. Competitive Landscape - The automotive electronic rearview mirror industry features numerous participants, with leading manufacturers such as Weir Semiconductor, Huayang Group, and OFILM holding significant market positions [45][46]. - The industry is characterized by high entry barriers due to the technical complexity and safety requirements associated with electronic rearview mirrors, leading to a competitive environment where technology-driven companies are more likely to succeed [22][23][47].