无反相机

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研判2025!全球及中国无反相机(微单相机)行业产业链、市场现状、竞争格局及未来趋势分析:市场需求持续旺盛,出货规模大幅增长,日企占据主导地位[图]
Chan Ye Xin Xi Wang· 2025-10-10 01:13
内容概要:无反相机,又称微单相机、半透镜相机,其结构上最主要的特点是没有反光镜和棱镜。2010 年代以来,无反相机因轻便性及光学性能的提升,正逐步主导摄影市场,冲击传统单反相机市场。 2020-2024年期间,全球无反相机出货量由293.3万台增长至561.2万台,实现年复合增长率17.6%;出货 金额也由159.6亿元增长至319.0亿元。2025年上半年出货量及出货金额分别为292.8万台、157.5亿元。从 地区分布来看,无反相机行业区域性特征较为明显,与地区经济发展水平具有一定的关联性。中国为无 反相机最大消费市场,2024年贡献了全球29.2%的出货量。其次为美洲、欧洲,无反相机出货量分别 120.4万台、115.1万台,占比21.5%、20.5%。中国市场,在短视频快速发展的背景下,市场对于高质 量、便携且操作简便的摄影设备需求急剧增加。无反相机凭借其紧凑的机身设计、卓越的成像性能以及 丰富的镜头系统,赢得了Vlog创作者的广泛青睐,成为用户记录生活、表达创意的首选工具,需求持续 旺盛。CIPA数据显示,2024年中国无反相机出货量达163.6万台,同比增长36.3%,增幅远超全球平均 水平,20 ...
豪威集团影石创新和大疆
是说芯语· 2025-08-03 23:46
Core Viewpoint - DJI's recent launch of a panoramic camera indicates strong demand for its products, particularly those utilizing custom chips from OmniVision, highlighting the ongoing collaboration between DJI and OmniVision in the imaging technology sector [2][4]. Group 1: DJI's Product Development - DJI has been collaborating closely with OmniVision, with the latter being the primary chip supplier for DJI's mid-range drones [4]. - The upcoming high-end drones will feature a custom M43 sensor from OmniVision, which is expected to cost over $100 each [4]. - Rumors about DJI entering the mirrorless camera market have been confirmed, with plans to use OmniVision's CIS [4]. - DJI's action camera series currently uses OmniVision chips, and future models, including the Pocket series, are expected to transition to OmniVision as well [4]. Group 2: OmniVision's Market Position - OmniVision has signed a strategic cooperation agreement with Innosilicon, which will lead to increased use of OmniVision's CIS in Innosilicon's products [6]. - OmniVision currently holds over 4 million shares of Innosilicon, indicating a vested interest in the company's growth [6]. Group 3: Market Projections - The global drone market is estimated at over 8 million units, with DJI accounting for 6 million units. OmniVision's market share in drone CIS is projected to be around 70% [10]. - The demand for camera modules corresponding to CIS is expected to grow significantly, from 17 million units in 2025 to 45 million units by 2030 [10]. - The mirrorless camera market is estimated at 6 million units annually, with potential sales of 1 million units for DJI, translating to $100 million in revenue for OmniVision [11]. Group 4: Revenue Forecasts - OmniVision's revenue from emerging markets is projected to double, with contributions from DJI and Innosilicon expected to reach $300 million next year and over $400 million the following year [9][12]. - The anticipated profit margin for this segment is over 20%, indicating a significant contribution to OmniVision's overall profitability [12]. - The emerging market segment is expected to become a major revenue source, comparable to the contributions from mobile and automotive sectors within three years [12].