How to mining industry chain?

The success of a machine vision system depends on the key components used.

IC695CPE330 In the industrial chain of machine vision industry, the upstream hardware part includes light source, lens, industrial camera, image processor, image acquisition card; The software includes image processing software and underlying algorithms.

Midstream is an equipment manufacturer and system integrator.

Downstream applications are widely used, including semiconductor, automotive, packaging, medicine, industrial robots and other industries.

In machine vision products, upstream hardware and software accounted for 80% of the total cost, accounting for 45% and 35% respectively, and assembly, integration and maintenance accounted for 15% and 5% of the total cost, respectively. Therefore, the upstream of the industrial chain is the highest added value of the entire industry.

IC695CPE330 Light source illumination is one of the important factors affecting the input of machine vision system, which directly affects the quality and application effect of input data. Machine vision light source mainly uses LED lighting, mainly high shape freedom, long service life, fast response speed, good monochrome, color diversity, comprehensive high cost performance characteristics in the industry widely used.

In 2020, China’s LED lighting market size of 862.7 billion yuan, an increase of 14.30%, 2017-2020 compound growth rate of 10.71%. From the perspective of LED lighting industry, the annual sales revenue of more than 2 billion yuan is the first echelon, respectively, Philips, OpP lighting, Rais lighting, Foshan lighting, Sunshine lighting and other domestic and foreign enterprises; The second echelon has annual sales revenue of 500 to 2 billion yuan, including Snow Wright, Qinshang Photoelectric and other enterprises.

The main function of the lens is to image the target on the sensitive surface of the image sensor, which is an important imaging component of machine vision image acquisition.

After years of layout, business accumulation and technology upgrading in the field of lenses, leading companies such as Leica, Schneider, Nikon and Fujifilm have formed leading advantages on a global scale. Domestic enterprises started late, before 2008, the domestic optical lens market was monopolized by German and Japanese brands.

With the rise of the industry, domestic enterprises in China’s industrial lens industry have developed rapidly, mainly in the low-end market, and compete with overseas brands with high cost performance. In the high-end market, China still relies on imported high-end products, mainly products from established manufacturers such as Japan and Germany.

IC695CPE330 The industrial camera is a key component of the machine vision system, and the image sensor is the core of the camera, which can be divided into CCD (charge-coupled device) and CMOS (complementary metal oxide semiconductor) image sensors by chip type.

At present, the global industrial camera industry is dominated by European and American brands, and North American brands accounted for 62% of the global industrial camera market in 2018, and European brands accounted for 15%.

China has a clear advantage in the CMOS field, and by 2014, Gekewei (20.720, 0.89, 4.49%) has grown into the first CMOS image sensor supplier in China, and has maintained this honor until now. In 2014, the company shipped more than 940 million CMOS image sensors and more than 100 million display driver chips, with total annual sales exceeding $350 million.

According to the shipment caliber statistics, in 2020, Geke Micro achieved 2.04 billion CMOS image sensor shipments, occupying 29.7% of the global market share, ranking first in the industry, leaving behind Samsung, SONY and other old well-known manufacturers.

In 2020, China’s industrial robot density is 246 units / 10,000 people, an increase of 59 units / 10,000 people compared with 2019, from 15th to 9th in the world. China’s industrial robot density has been higher than the global level, but still lower than the developed level of countries, South Korea, Singapore, Japan for a long time to occupy the top of the global industrial robot density, respectively 932 units/million, 605 units/million, 390 units/million; The density of industrial robots in Germany and the United States is 371 units / 10,000 people and 255 units / 10,000 people, respectively.

IC695CPE330 Compared with developed countries, China’s industrial robot density still has a large room for growth, which will drive the demand for automated production equipment, and the demand for machine vision in segmented areas will also increase. In addition, the upstream parts cost of the industrial chain accounts for 80% of the total cost, mainly in the low-end market, and still failed to break the monopoly situation of overseas enterprises in the high-end market, which will be an important nuggets direction in the future.