Investor Presentaiton
Trends in the Automotive Systems and Module Market
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In 2022, global car sales reached to 79.4 million units, with an average of three cameras per vehicle. In 2040, the average
number of cameras will be expected to exceed ten units per vehicle;
With the rapid iteration of intelligent driving, high value-added Sensing camera module and View+Sensing camera module
will replace the View camera module, the market value of camera module will rise over RMB100 billion.
Trends of Automotive Camera System Market Scale
Trends of Automotive Camera Module Market Scale
x 2.3
Y2030Forecast Revenue-31Billion US$
Y22 Revenue 14Billion US $
Sensing Camera
View
65%
Sensing Camera
68%
V+S Camera
View Camero
The above value scale for inhicle camaras is calcular/anal as the combat value scale of cama
Y2022 146 mn units
Y2022 USD14 bn
22%
x 1.8
Y2030 258 mn units
Y2030 USD31 bn
Y'2040Forecast Revenue=55Billion US$
Sensing Camera
1,200,000
View camera module.
View+sensing camera module
Sensing Camera module.
1,000,000
800,000
V+S Camera
62%
Vie Camer
35%
(Source: 2022 TSR Report)
Y2040 395 mn units
Y2040 UDS55 bn
600,000
400,000
200,000
(K pcs)
0
Y18 Y19 Y20 Y21 22 Y23 Y24
Y25
CAGR=10%
Y26 Y27 Y28 Y29 Y30 Y31 Y32
Y33 Y34 Y35 Y36 Y37 Y38 Y39 Y40
Y2022 239 mn pcs
Y2022 USD5 bn
Y2030 456 mn pcs
Y2030 USD10.5 bn
(Source: 2022 TSR Report)
Y2040 1.277 bn pcs
Y2040 USD24 bn
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