The development trend of industrial optical lenses
In the past ten years, we have had the privilege of witnessing the booming of China's high precision ZnS optics technology and the turbulence of the market. In the face of such an important decade, it is very necessary to revolve around the technical iterations and market changes of important photosensitive elements (CCD, CMOS, etc.) and digital interfaces of narrow-format industrial digital cameras in a narrow sense. Try to succinctly review the decade of 2008-2017. The development of optical lenses in the Chinese market in order to summarize the past and peek into the future. 2008: Wind and snow, market downturn: 5.12 Wenchuan Earthquake, the grief of the whole country, and then the Beijing Olympics, the country is one of the vibrations. But in terms of China's optical lens market, this year is crucial, and even the development of the next decade in one year is not an exaggeration. This year, the IEEE 1394 camera became popular, and the standard IIDC (Version 1.32) for optical lens applications was released. After two years of crouching, optical lenses based on standard GigEVision have emerged and emerged. IEEE1394 and GigE optical lenses will complete the strangulation of analog cameras in the industrial field in the next five years and lay the market structure in China today. In the same year, CMOSIS, a startup that just started a year, launched its own CMV series CMOS chip, which opened up the era of high-end CMOS and CCD. This year, Apple's iPhone 3G was released, and the first official version of Android 1.0 in the Android operating system was released, opening the era of smartphones. Since then, these two things will push the domestic industrial optical lens market to one peak after another. 2009: “4 trillion” + Top Ten Industry Revitalization Plan: Driven by capital, China has opened up the era of infrastructure leap forward, especially represented by high-speed rail construction, which has also laid a foundation for the future market of China's optical lens. At the same time, the GigE camera began to be truly cutting-edge, challenging the analog camera and IEEE1394 camera, which together accounted for 75% of the market. However, the good play was always performed in an unexpected way. At the beginning, it was the camera price that dipped. In the era when wholesale large size optical grade sapphire optics were close to 10,000 yuan, some GigE camera manufacturers released a price of 1,000 yuan, which made the market stunned. However, compared with the advantages of IEEE1394 and analog camera plug-and-play, GigE technology requires customers to configure the network card for a series of CPU resources, and the CPU resource occupancy rate is relatively high. At that time, it was particularly difficult to convince customers to accept GigE technology. Despite the difficulties, the market share of GigE cameras in China has jumped from less than 5% in the previous year to around 15% by the end of 2009. 2010: Shanghai World Expo: The Chinese economy has bottomed out and has become a world power. Industrial digital cameras have completely given way to domestic surveillance cameras in the field of ITS (Intelligent Transportation), announcing the end of an industry application. Kodak has launched a 29 megapixel CCD, which will be the only one in the field of LCD inspection in the next few years. In the same year, Apple released iPhone4 and iPad products. While the market is crazy, the domestic industrial vision industry has also ushered in a market boom driven by smartphones and tablets. Since then, related industrial vision applications derived from smartphones and tablets will become an eternal topic in the industry, and indeed have achieved a number of domestic industrial optical lens related companies, and even intelligent equipment manufacturing enterprises. 2011: China's high-speed rail has become an important part of the world: China's high-speed rail operating mileage reached 8,358 kilometers, and the application of industrial optical lenses in this industry broke out. This year, the release of GigEVision, GenICam became the mandatory standard for optical lens programming interface, which brought some pain to the optical lens manufacturers, but the standardization of the protocol has more strongly promoted the development of GigEVision. This year, GigE optical lens market share exceeded 30%, analog cameras fell off the cliff, from 55% in 2008 to less than 20%. 2012: Foxconn Million Robot Program: The launch of the plan is like pouring a pot of boiling water into the hot oil of the industrial vision that has already been rolled over, and it exploded! Regardless of the follow-up of the plan, in short, this concept has brought industrial robots to life and has made industrial optical lenses. As the "eye" of industrial automation and industrial robots, optical lenses assist robots in highly automated applications such as assembly, positioning, grabbing, sorting and inspection. The GigE optical lens is inherently long-distance transmission (single cable length of 100 meters), anti-strong electromagnetic interference, multi-camera application, high flexibility, etc., is almost prepared for industrial robots. As a result, the GigE camera has a market share of more than 55% in terms of usage in this year, and the prevailing analog camera has dropped to less than 6%. It has basically been announced in the industrial field, and the IEEE1394 camera is less than 18%. Such rapid market technology changes have also cost a lot of traditional camera brands. 2013: Germany 4.0 debut: The concept of Industry 4.0 originating from Germany triggered the industry 4.0 fever in China, and at the same time effectively promoted the Chinese government to reflect on its own intelligent manufacturing model. In January 2013, the optical lens USB3Vision standard protocol was released. However, feedback from this market was particularly cautious. Because two years before the release of this standard agreement, individual companies took SuperUSB3, with the slogan "Optical lens step into USB3.0 era", and actively gave free samples to customers for testing. I did not expect the problem to occur frequently, resulting in a long period of time. During the time, customers still seriously doubt the stability of the USB3Vision camera and have affected it to this day. 2014: Made in China 2025: The core of China Manufacturing 2025 is to try to lead China's manufacturing through “industrialization and informationization” and to become a manufacturing power in ten years. In that year, China accounted for more than 15% of the global industrial optical lens market, and since then it has become the global engine of the entire industry. At the same time, the domestic custom LiF optics brand began to enter the stage, pulling the camera price to the level of 100 yuan, opening a more terrible price war. At the same time, the rise of the LCD and OLED industry has resulted in high-end markets such as the 29-megapixel CCD camera and CoaXpress camera, which has also stimulated technological innovations in future higher-resolution cameras. 2015: The concept of "Internet +" is proposed: At the same time, a "toilet cover" has triggered a major domestic discussion on industrial upgrading. In the same year, SONY announced that it will stop the CCD business, and the chips will be delivered to 2025. The market share of IEEE1394 interface cameras has fallen to less than 10%, and it only accounted for more than 30% of the market share just four years ago. At the same time, new interface technologies such as USB3Vision, CameraLinkHS and Thunderbolt are beginning to emerge. In the same year, amsAG acquired CMOSIS, but no one thought that there would be serious delivery problems in the coming year and caused a serious blow to the entire optical lens industry. 2016: AlphaGo brings fire to artificial intelligence: The concept of artificial intelligence plus big data makes machine deep learning a new growth point for industrial optical lenses. At the same time, Midea acquired Germany's KUKA. According to VDMA statistics, as of 2016, China's various industrial robots in operation reached 87,000 units, and the number of robots in the library reached 340,000 units. By 2020, it is expected to reach 950,000 units. . As a result, this year was called "the first year of Chinese industrial robots" by many companies. This year, SONY and ON Semiconductor opened the CMOS era of the optical lens industry with the Pregius and Python series chips. 2017: Human-machine collaboration and smart manufacturing: After years of accumulation, the industrial vision industry has finally achieved a major outbreak, and “out of stock” has become the key word of the year. In July of this year, the State Council issued the "New Generation Artificial Intelligence Development Plan", which raised the artificial intelligence to the strategic level as never before, and proposed "becoming a new engine for economic development", expecting it to drive related industries to more than 5 trillion yuan. yuan. For optical lenses and industrial optical lenses, everything seems to be bright. Looking back over the past decade, we can clearly see the rise of China's manufacturing industry, and the rise of China's smart manufacturing industry is the general trend.