Optical Lens
The optical lens includes optical components such as optical lens and filters, which play a crucial role in the imaging quality of the camera. Generally speaking, optical lens are made of glass and plastic. The cost of glass lens is high, but the transmittance is high and the coefficient of thermal expansion is low; The cost of plastic lens is lower, but the transmittance is slightly lower, and the coefficient of thermal expansion is high.
Due to the large temperature changes in the lens environment, which can affect the optical performance of the lens, glass lens with good thermal stability are more suitable for lens lens. Considering cost factors, using two types of glass plastic hybrid lens simultaneously can balance cost and performance. Some manufacturers solve the reliability problem of exposed plastic lens by using special plastic materials and coating processes, achieving all plastic lens that can meet automotive applications.
At present, the main suppliers of automotive optical lens include Shunyu, Lianchuang Electronics, Oufeiguang, Yutong Jiuzhou Optics, Hongjing Optoelectronics, Daliguang and other enterprises, with the former two being representatives.
Shunyu
With a market share of over 30%, it has consistently ranked first in the automotive lens industry for many years. According to statistics, the shipment volume of lens mounted lens in 2022 is about 79 million, a year-on-year increase of 16%.
As of the first half of last year, Shunyu Optics has newly developed and completed multiple 5 megapixel glass plastic hybrid cabin monitoring lens, which can achieve driver monitoring and passenger monitoring in one, and has obtained platformization projects from multiple lens manufacturers. Meanwhile, the 3 megapixel glass plastic hybrid lens has been mass-produced.
Shunyu's lens lens customers mainly focus on Tier 1, including Bosch, Magna, Valeo, Continental, etc., and have close cooperation with algorithm manufacturers such as Mobileye.
Lianchuang Electronics
There is a popular saying in the automotive optics industry, 'Sales are determined by Shunyu, technology is determined by Lianchuang'. Lianchuang is a leading manufacturer of automotive lens and modules in China, with a complete industrial chain layout of molded glass lens modules.
Lianchuang Electronics' revenue for lens mounted lens and modules increased by 910% year-on-year in the first half of last year. The company's industrialization project of producing 24 million intelligent lens optical lens and 6 million image modules annually is accelerating construction, and plans to form a production capacity of 50 million each for lens mounted lens and image modules by the end of 2025. After full production, the expected annual sales revenue is nearly 10 billion yuan.
According to the automotive industry chain, the monthly delivery volume of Lianchuang Electronics' 8M in lens lens has exceeded 100000 sets, making it the world's largest optical supplier of this product.