Vehicle, meta-universe new applications sprout, optical second-line factory to meet the dawn of transformation


In addition to the optical component factory Daguang, which has enjoyed the smartphone lens bolus and the throne of the stock market in recent years, the second-line factory is generally in the painful transition period of “Dark decade”.However, this year, vehicle, Internet of things, meta-universe and other new applications gradually sprout, second-line optical factory is expected to usher in the dawn.In the past digital camera peak period, created a lot of Taiwan optical factory brilliant era, yaguang, today guoguang, Hualinco, yujingguang performance has a bright performance;However, as the industry changes, smartphone cameras can make rapid progress and gradually replace digital cameras, glass lenses have become obsolete, and plastic lenses have become the new mainstream of the market.Originally specialized in glass lens manufacturers, the speed of change is not fast enough, coupled with the technical threshold and other factors, it is difficult to enter the supply chain of core brands, can only watch Daliguang monopolized the huge business opportunities of smart phones;Even Apple actively supported jade Crystal light for many years, until 2017 did not really supply a certain proportion of the quantity, in the last two years to provide a full series of product lines.After recognizing that it is difficult to separate the mainstream market of smart phones, second-tier optical factories began to seek new application opportunities, vehicle, artificial intelligence (AI), Internet of Things (IoT), VR, AR, smart city, industry, medical technology and other fields have a deep layout.With the advent of 5G and the technology of various sub-industries are becoming more and more mature, the meta-cosmic era of connecting various innovative technologies is about to set sail, and also ushered in a new dawn of transformation for optical factory.Recently, including Hualinco, Canon, Jia Ling have seen the results of transformation.In recent years, Hualinco has gradually transformed into a high-end intelligent picture solution factory of AIoT (Artificial Intelligence Internet of Things) ecosystem, covering three fields of vehicle, semiconductor chip and medical.With the product technology in place, Hualinco successfully cooperated with qualcomm, the world’s top strategic partner;The 3D sensing technology, which has been deeply cultivated for many years, is also favored by international large manufacturers of global logistics robots and VR, AR and XR wearable devices.Huachinke said, in the past mainly to digital camera picture chip IC as the main shipping force, in recent years the operation gradually transformed to car lens;With the gradual growth of VR market demand in recent years, its POLYcrystalline semiconductor has also entered the VR lens supply chain with AL6100 deep chip.Canon is actively engaged in the market of vehicle-mounted and AI application cameras, aiming to be an “intelligent optical module integration solution company”, focusing on video applications and streaming media services, 360 wearable cameras, high-end USB cameras, video and audio conference cameras, smart city security cameras and other products.Canon expects digital camera product revenue to fall to 7 percent to 8 percent this year from around 15 percent in 2021, with continued positive gross margin growth as product mix changes.In recent years, Jia Ling has focused on vehicle lens, and has become several suppliers of automatic driving lens in Europe and the United States. Vehicle lens revenue has gradually taken up 30%, and smart home products have reached about 15%.Jia Ling said that equipped with advanced driver assistance system (ADAS) has become a necessary trend, especially the high-end demand for integrated intelligence and algorithm is strong, in 2020, each car will carry about 5 optical lenses, estimated to increase to more than 11 lenses per car by 2025, will promote the business opportunities of vehicle lens.Yao Yulu, head of Taiwan equity investment department of Nomura Investment Trust, said that for the application of the metasurcosmos, the Supply chain in Taiwan is still dominated by hardware suppliers. Although the scale of wearable helmets is still small compared with that of smartphones and PCS, it has the potential for growth and has the opportunity to become the emerging momentum of the optical community.(First image: Pixabay)

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