The optical lens industry continues to develop and a complete industrial chain has been formed. The optical lens is located at the center of the optical component industry chain. The industry chain includes upstream optical lens materials (optical glass, optical plastic). The midstream optical components are mainly the production and manufacture of optoelectronic devices such as spherical lenses, aspheric mirrors and color filters, and their interlayers. The production and manufacturing of glass camera lenses, plastic camera lenses, glass-plastic hybrid camera lenses, etc., while the middle and downstream are the main uses of optical lenses, including smart phones, tablets, sports cameras, unmanned driving, smart home systems, security monitoring systems, etc. And VR/AR and other industries.
The production and manufacture of optical lenses are key applications such as glass materials, plastic mechanical equipment parts, metal materials mechanical equipment parts, electromechanical engineering parts and other raw materials. The hazards of the raw materials produced by the upstream and downstream manufacturing industries against optical lens products are mainly reflected in price factors and quality factors. For example, the price increase of electronic components and other raw materials will lead to an increase in the production price of optical lenses; if the quality of optical raw materials does not meet industrial standards, it will result in the difficulty of guaranteeing the quality of optical lenses or the decrease in shipments of optical lenses.
Optical lens is a kind of high-value optical component, which is composed of multiple lenses, vcm ring motor, spacer ring, image sensor, fpc and so on. In the value chain, image sensors account for 52% of camera modules, followed by modules (20%) and optical lenses (19%).
Optical lens industry chain introduction The upstream core components of optical modules mainly include optical lenses, CIS chips, filters, motors, etc.
The barrier of optical lens technology is very high, which is mainly reflected in three aspects: patents, production technology, and molds. Very few companies actually mass-produce high-level lenses.
my country's optical lenses started late, and until 2008, the domestic market has been monopolized by foreign-funded enterprises. At that time, the design and manufacturing level of developed countries far exceeded the domestic level, the best of which were Germany and Japan. Excellent tradition and rich experience have created epoch-making optical giants such as German Leica and Carl Zeiss; Japan has spawned Canon, Canon, Fuji and Olympus with high cost performance after World War II. ) And other well-known enterprises.
After 2000, the domestic optical industry began to chase vigorously with the support of the state. At present, the global optical lens industry is shifting to China, and the original monopoly has been initially broken, and a group of outstanding domestic lens companies have begun to shine.
The leading companies in mainland China continue to extend upstream, carry out the layout of the entire industry chain, strengthen the industry trend, and enhance the competitiveness of the leading companies! Leading companies further in-depth layout of the optical industry chain, continue to extend the development to the upstream of the industry chain, create vertical industrial integration in the optical field, and strengthen product competitiveness.
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