2025年中国车载摄像头行业概览：智能驾驶时代下，高精度感知需求推动车载摄像头市场量价齐升

Investment Rating - The report indicates a strong growth potential for the in-vehicle camera industry in China, with an expected market size increase from 28.065 billion yuan to 175.992 billion yuan from 2025 to 2030, reflecting a compound annual growth rate (CAGR) of 44.37% [5][49]. Core Insights - The in-vehicle camera is a core sensor for environmental perception in autonomous driving, providing rich visual information and multi-functional applications, which are essential for the realization of self-driving capabilities [2][11]. - The demand for in-vehicle cameras is expected to grow significantly as the levels of autonomous driving technology advance, with the number of cameras per vehicle increasing from 4-5 for L2 to 15-18 for L4 [3][26]. - The report highlights the high degree of localization in the supply chain for key components such as optical lenses and image sensors, with Chinese manufacturers dominating the market [4][43]. Summary by Sections Market Overview - The in-vehicle camera market in China is projected to grow significantly, driven by advancements in autonomous driving levels and the increasing demand for high-definition and multifunctional modules [5][52]. - The market size is expected to rise from 28.065 billion yuan in 2025 to 175.992 billion yuan by 2030, with a CAGR of 44.37% [5][49]. Industry Chain Analysis - The industry chain consists of upstream component suppliers (optical lenses, CMOS chips), midstream module packaging and system integrators, and downstream vehicle manufacturers [32]. - Chinese manufacturers are highly competitive in the optical lens market, with the top five global suppliers being Chinese companies, indicating a strong domestic supply chain [4][42]. Technological Trends - The report identifies two major technological trends: the increasing resolution of cameras and the integration of ISP chips, which enhance the performance and reduce costs of in-vehicle cameras [53]. - The shift towards multi-sensor fusion systems is expected to drive the market further, as these systems combine the strengths of various sensors to create a more reliable autonomous driving environment [19][24]. Application and Demand - The report notes that the average number of cameras installed in vehicles is increasing, with new models from various manufacturers featuring more than 10 cameras to meet higher driving assistance demands [52][56]. - The demand for in-vehicle cameras is expected to rise across all vehicle price segments, indicating a trend of high-end technology penetrating lower-end markets [56].