Upstream parts: When domestic substitution is carried out, all links are promoted in an orderly manner

3.1, when domestic substitution is carried out, 3D equipment is growing fastest

IS410STAIS2A The domestic machine vision market is more dispersed, and the import substitution of domestic brands is advancing steadily. In 2020, Keenex’s revenue in China accounted for 34% of the total market revenue, Cognex accounted for 9%, Opte accounted for 5%, and all other companies shared the remaining half of the market, with a low market concentration. According to the data of the machine vision Industry Alliance, the market size of domestic brands in China has steadily increased from 2018 to 2020, and it has been 51.33% in 2020, and import substitution is steadily advancing, and three aspects deserve attention in the process. First, domestic brands occupy 51.33% of the market share of the leading enterprise Opte only 5%, the competitive pattern of domestic enterprises is more dispersed; Second, at present, domestic enterprises are still dominated by agents, and enterprises with independent production capacity are dominated by import substitution in the middle and low-end fields, and there is still a distance to achieve high-end product import substitution. Third, from the perspective of the replacement difficulty of each product, the light source has basically achieved domestic replacement, the technical level of the integrator is basically catching up with foreign advanced enterprises, and the remaining links are still difficult to replace.

3D camera /3D acquisition equipment sales are growing IS410STAIS2A fastest. From the perspective of market size growth, the average annual compound growth rate of sales of 3D cameras /3D acquisition equipment between 2018 and 2020 is 53.8%, the average annual growth rate of other links is generally about 20%, and the average annual growth rate of sales of 3D cameras /3D acquisition equipment is significantly higher. Compared with 2D cameras, 3D cameras have more significant performance advantages and a wider range of applications, and are expected to maintain rapid growth in the future.

3.2, light source: basically achieve domestic, domestic enterprises occupy a dominant position

The light source is an important part of the machine vision system, and the comprehensive performance of the LED light source is more prominent. The light source refers to the system used to provide lighting for industrial machine vision application scenarios, mainly including the light source and the light source controller, which is an important factor affecting the input of the machine vision system, directly affecting the quality of the input data and the application effect.

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The purpose of using light source in industry is to achieve the best separation of the object and the background in the image, and obtain high quality and high contrast images. Therefore, a good light source product needs to ensure sufficient brightness and stability, and the image quality will not be affected under the changing position of the object. The light source is mainly divided into high-frequency fluorescent lamps, halogen lamps and LED light sources. Among them, LED light source due to distribution design and reasonable current distribution technology, with high shape freedom, long service life, low operating costs, stable light and other comprehensive advantages, become the most widely used in the field of machine vision light source.

The trend of high-end light IS410STAIS2A source market is obvious, and the auxiliary structure light source market for 3D vision is gradually opening. Light source illumination method can be divided into back lighting, forward lighting, structured light lighting and strobe lighting. Back lighting is the object being photographed between the light source and the camera, the advantage is that high contrast images can be obtained; Forward lighting is the light source and camera position placed on the same side of the object being photographed, the advantage is easy to install; Structured light illumination is to project a grating or a line light source onto the detected object and demodulate the three-dimensional information of the detected object according to the distortion of light and shade. Strobe lighting is to shine high frequency light pulses onto the object, and the camera synchronizes with the light source to take images of high-speed moving objects. At present, machine vision light sources are gradually developing in the direction of high-end, and high-end light source products represented by structured light and coaxial light will become the mainstream of the market. As 3D vision technology gradually forms more mature application solutions, auxiliary structural light source products for 3D vision will gradually open the market and penetrate IS410STAIS2A into more industrial machine vision application scenarios.

The technical threshold of light source is relatively low, and domestic enterprises have a first-mover advantage and have occupied a dominant position. Foreign light source design capabilities have become mature, well-known light source manufacturers such as Japan CCS and the United States Ai, with strong technical strength and production process in the global high-end light source market has a high share. Due to the light source technology threshold is relatively low, the current technology is relatively mature, compared with other parts of machine vision, domestic manufacturers entered early, the domestic market is basically dominated by domestic enterprises, Opter, Waldup, Kangvision, Weilang Photoelectric and other domestic light source manufacturers basically have the strength to compete with international brands, of which Opter is the largest domestic market share producer, It has 38 series of standard light source products and more than 30,000 custom design cases, and has the rapid response ability of non-standard products.