光电产业创新技术的发展，进一步推动了光电技术在智能汽车领域的创新应用, 智能安防, 增强现实/虚拟现实, 机器人, 和智能家居.

1. 3D视觉识别产业链概览.

The 3D visual recognition industry is an emerging industry that has formed an industrial chain including upstream, midstream, downstream and application terminals after nearly ten years of continuous exploration, research and development and application.

3D visual perception industry chain structure analysis

The upstream of the industry chain is mainly suppliers or manufacturers that provide various types of 3D vision sensor hardware. The 3D vision sensor is mainly composed of a depth engine chip, an optical imaging module, a laser projection module, and other electronic devices and structural parts. 他们之中, the core components of the optical imaging module include core components such as photosensitive chips, imaging lenses, and filters; the laser projection module includes core components such as laser transmitters, diffractive optical elements, and projection lenses. Sensing chip suppliers include Sony, Samsung, Weir shares, Siteway, ETC。; filter suppliers include Viavi, Wufang Optoelectronics, ETC。, optical lens suppliers include Largan, Yujing Optoelectronics, Xinxu Optics, ETC。; laser emission Suppliers of optical devices include Lumentum, Finisar, AMS, ETC。, and suppliers of diffractive optical components include CDA, AMS, Yuguang Technology, 等等.

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The midstream of the industry chain is a 3D visual perception solution provider. Representative companies such as Apple, Microsoft, Intel, Huawei, Obi Zhongguang, 等等.

The downstream of the industry chain mainly develops application algorithm schemes of various application algorithms according to various application scenarios of the terminal. 目前, the algorithms that have certain commercial applications include: face recognition, living detection algorithm, 3D measurement, 3D reconstruction algorithm, image segmentation, image enhancement optimization algorithm, VSLAM algorithm, skeleton, gesture recognition, behavior analysis algorithm, immersive AR, virtual Realistic algorithms, 等等. With the enrichment of 3D visual perception application scenarios, more application algorithms will be commercialized.

2. Market size analysis

With the gradual upgrade of 2D imaging to 3D visual perception, the 3D visual perception market is in the early stage of rapid growth in scale. 在 2019, the global 3D visual perception market is worth 5 billion U.S. dollars, and the market scale will develop rapidly. It is expected to reach 15 billion U.S. dollars in 2025, with a compound growth rate of approximately 20% 从 2019 到 2025. 他们之中, the application fields that account for a relatively high proportion and grow rapidly are consumer electronics and automobiles. The application of 3D visual perception in the automotive field is also continuously optimized and upgraded, and its application in auto-driving is gradually mature. With the huge market potential of the automotive industry, the 3D visual perception industry will usher in a new wave of rapid growth by then.

3. 3D visual perception industry market segment application development analysis

After years of development, 3D visual perception technology and products have been promoted and applied in many fields such as consumer electronics, biometrics, AIoT, industrial three-dimensional measurement, and auto-driving cars, and they are playing an increasingly important role in the national economy. 影响.

(1) Application in the field of consumer electronics

Smart phones are one of the largest application scenarios of 3D visual perception technology in the field of consumer electronics. With the continuous development of 3D visual perception technology, its application in the field of consumer electronics is constantly expanding. In addition to smart phones, it is also widely used in a variety of terminal devices such as computers and TVs.

Global shipments of PCs (excluding tablets) reached 300 million units in 2020, an increase of approximately 13.1% over 2019; global tablet shipments reached 160 million units in 2020, an increase of approximately 13.6% over 2019; 2020 The global shipments of smart video entertainment systems (including TVs, game consoles, ETC。) were 296 million units, which is expected to grow steadily in the future. 3D visual perception technology brings a better user experience to users in various fields of consumer electronics, and has a larger market penetration space in the future.

With the support of national policies, it is expected that various applications of 3D visual perception technology in the field of consumer electronics will continue to mature, and the relevant market penetration rate will further increase.

(2) Application in the field of biometrics

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With the maturity of mobile payment and 3D visual perception technology, it is expected that more offline payment scenarios will use face payment, including convenience stores, unmanned self-service scenarios (such as vending machines, smart express cabinets) and some emerging Payment scenarios (such as ATM/automated teller machines, hospitals, 学校, ETC。) will further drive the rapid development of the 3D visual sensing industry.

Face-scan payment will gradually penetrate into all areas of offline payment based on its excellent convenience and security, and will have a large market space in the future.

(3) Application in AIoT field

The application of 3D visual perception technology in the AIoT field includes 3D spatial scanning, service robots, AR interaction, human/animal scanning, intelligent agriculture and animal husbandry, intelligent transportation, security behavior recognition, somatosensory fitness, 等等.

3D visual perception can also be used for sports appraisal through the recognition and positioning of fast-moving human bodies and objects. 例如, table tennis robots use high-speed small object tracking algorithms and 3D reproduction of table tennis trajectories to realize automatic serve and recognition. Tracking, judging and scoring, 等等.

总之, 3D visual perception technology has many potential application scenarios that can be explored in the AIoT field, which will lay the foundation for the industry’s long-term market demand development.