There are providers of light source, lens, industrial camera, image acquisition card and machine vision software in the upstream of machine vision industry. The downstream industry is widely used, and the main downstream markets are semiconductor and electronics manufacturing. In addition, it is also used in automobiles, printing and packaging, agriculture, medical equipment and metal processing.
2.R&D investment focuses on cutting-edge technology.
From 20 19 to 20021year, the R&D investment in China machine vision industry increased from 146 billion yuan to 3 100 billion yuan, with a compound annual growth rate of 45.7%. Judging from the proportion of R&D investment, the solution driven by artificial intelligence has the highest R&D investment. In 20021year, R&D investment in AI-driven solutions accounted for 2 1.8% of the whole industry, followed by embedded vision systems. R&D has the fastest investment growth in 3D solutions. From 20 19 to 202 1, R&D's investment in 3D solutions increased from 230 million yuan to 650 million yuan.
3. The cost of spare parts accounts for more than 60%.
On the surface, the domestic market has gradually formed a reversal phenomenon of "domestic" replacing "imported", but from the cost structure of domestic machine vision systems, it will be found that parts account for more than 60%, and the development of underlying software systems accounts for 19.88%. Among them, the camera accounts for the largest proportion in the cost of components, reaching 27. 1 1%.
At present, most of the core components of high-end machine vision in China come from foreign enterprises, such as high-end lens, high-end CCD and CMOS, smart cameras and high-speed image processing software. High-end core technologies are still controlled by foreign giants, and domestic enterprises mainly produce light sources, boards, image software, cameras and machine vision integrated systems. Domestic machine vision products can't compete with cognex, Kearns and other enterprises in overall strength. Domestic machine vision enterprises have to work hard on software and hardware technology to break the situation that key technologies are stuck.
4. The high-tech barriers of upstream parts occupy the high point of industrial value chain.
The core value of machine vision is concentrated in the upstream of the industrial chain, and the hardware process and software algorithm determine the technical ceiling of the product. The value of machine vision equipment can be divided into upstream parts and software, midstream assembly and integration, and after-sales maintenance, in which the upstream occupies 80% of the value and the technical barrier is the highest; In the hardware part, the value of industrial camera accounts for more than 50%, which is composed of image sensor, image acquisition card and various chips, with high technical barriers.
For more research and analysis of this industry, please refer to the "China Machine Vision Industry Development Prospect and Investment Forecast Analysis Report" by Forward-looking Industry Research Institute.