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Kungani Ama-ODM Camera Modules Ekhula Ngemandla: Izizathu Ezi-4 Eziphumelelayo (2025)
Kwadalwa ngo 2025.12.16
Imaketheka ye-global camera module ikwi-trajectory yokukhula engakaze ibonwe, kulindeleke ukuba ikhule ukusuka ku-77.61 billion ngo-2024 iye ku-420.59 billion ngo-2034—ngokweziphakamiso zemboni—okukhombisa i-compound annual growth rate (CAGR) ye-18.41%. Phakathi kwalesi sikhala esikhulayo, i-Original Design Manufacturer(ODM) amamojula ekhamerabavela njengamaqhawe angaziwa, behlula izixazululo ezijwayelekile ze-OEM ekwamukelweni ezimbonini. Kodwa yini ethuthukisa le mfuneko ephawulekayo? Ngaphandle kwezithako ezijwayelekile zokonga izindleko nokwenza ngezifiso, izitayela ezine eziguqulayo zishintsha umkhakha, zenze ama-modules e-ODM abalulekile kumabhizinisi afuna ukuhlela kabusha nokwandisa.
1. Ukuhlanganiswa kwe-AI ne-Edge Computing: Ukuchaza Kabusha Amandla Wekhamera
Izinsuku zokuthi amamojula wekhamera abe " amathuluzi okuthwebula izithombe" seziphelile. Izixazululo ze-ODM zanamuhla ziyaqhubeka ziba izinhlelo ezihlakaniphile, ezizimele—ngokubonga ukuhlanganiswa okungapheli kwe-artificial intelligence (AI) kanye ne-edge computing. Le nsizakalo yobuchwepheshe ibhekana nezinkinga ezimbili ezibalulekile zamabhizinisi anamuhla: ukucubungula idatha ngesikhathi sangempela kanye nokunciphisa isikhathi sokuphendula.
Abahlinzeki be-ODM manje bafaka ama-algorithms e-AI alula (afana ne-MobileNetV4 ne-TinyYOLOv7) ngqo kumamojula wekhamera, okuvumela ukuhlinzeka ngemininingwane kudivayisi ngaphandle kokuncika ekuxhumaneni kwefu. Isibonelo, amamojula e-ODM anikwe amandla yi-Huawei’s Ascend 910B afinyelela ku-99.7% yokunemba kokuhlonza ubuso ngama-25 TOPS wamandla okucubungula, ngenkathi ehla isikhathi sokulinda ukusuka ku-85ms kuya ku-32ms. Le nhloso ibalulekile ezinhlelweni ezifana nokubhekwa okuhlakaniphile—lapho izinqumo ezisheshayo zingavimbela ukuhlaselwa kokuphepha—nokusebenza kwezimboni, lapho ukuhamba okunembile kuncika ekubuyekezweni kwesithombe okusheshayo.
Ukuhlanganyela kokuhlanganiswa kwe-AI kukhuthaza intuthuko yezakhiwo zokucubungula ezisendaweni. Imodyuli ye-ODM manje icubungula idatha engama-58 izikhathi kakhulu endaweni kunalokho eyakwenza eminyakeni emihlanu edlule, okubalulekile njengoba amadivayisi e-IoT akhiqiza ama-byte angama-2.5 quintillion nsuku zonke. Ezinhlelweni zezimoto, lokhu kusho ukuthi amakhamera e-ADAS (Izinhlelo Zokwesekwa Kwejazi Elithuthukisiwe) angahlaziya izimo zomgwaqo ngesikhathi sangempela, ehla izingozi zokungqubuzana ngama-37%. Kubakhiqizi, le nhlanganisela iguqula isikhathi sokufika emakethe: ama-ODM afana ne-Sunny Optical ne-OmniVision anikeza imodyuli ezisebenza nge-AI, akhulula isidingo sokuthi ama-brands atshale imali ekuthuthukiseni ama-algorithm abiza kakhulu.
Izinguquko zobuchwepheshe ekupakisheni nasekunciphiseni zandisa le msebenzi. Ukupakishwa kwe-COB (Chip-on-Board) kufinyelele ezingeni le-92%, kunciphisa izindleko zokukhiqiza ngama-15%, kanti ukupakishwa kwe-fan-out wafer-level (FOWLP) kunciphisa usayizi wemodyuli ngama-45% ngaphandle kokwehlisa ukusebenza. Lezi zithuthukisi zenza kube nokwenzeka ukuhlanganiswa kwe-AI kumamojula e-ODM ezisetshenziswayo kumadivayisi anendawo encane njengezibuko ze-AR/VR nezifoni ezihlanganiswayo, kuvula imithombo emisha yokwengeza imali kumafemu ezobuchwepheshe.
2. Ukuqhuma Kwezimboni Eziqondile: Kusuka Kwezokuthutha Kuya Kwezempilo
I-ODM camera modules azisagcini kuphela kumafoni—ziba yisisekelo semikhakha ethuthukayo, ngayinye idonsa isidingo esihlukile sezixazululo ezikhethekile. Imikhakha emithathu ibonakala njengezimoto eziyinhloko zokukhula:
Izimoto: I-ADAS Revolution
Ukushintsha komhlaba kokuhamba okuzenzakalelayo kube yindawo yokuthengisa yemamojula yekhamera yezimoto engama-$120 billion ngo-2030. Ama-ODMs akhona phambili kulolu shintsho, ehlinzeka ngama-modules angama-8MP+ abheke phambili asebe sebecala emzimbeni wezimoto ze-L2+. Njengoba inani lemakhamera ngalinye lemoto likhuphuka lisuka ku-2.8 laya ku-6.5 ngo-2025, abakhiqizi bezimoto bethembele kuma-ODMs ukuze bahlinzeke ngama-modules aphumelelayo, athembekile, ahlangabezana nezindinganiso zokuphepha ze-ISO 26262 ASIL-D. Isibonelo, ama-modules e-Sinoseen asekelwe ku-OmniVision ahlanganisa amandla e-HDR kanye ne-autofocus—okubalulekile ekuthatheni izithombe ezicacile ezimeni zokukhanya okuphansi nasezinhlelweni ezisheshayo. Ukukhula kwalesi sigaba okungu-37.8% ngonyaka kuyisibonakaliso sokwaziswa kwama-ODMs ekwandiseni ukukhiqiza ngenkathi behlonipha imithetho eqinile yezimoto.
Imboni Yombono: Ukunemba Ngobukhulu
I-Industrial automation idale ukwanda kokufuna ama-module wekhamera angakwazi ukumelana nezimo ezinzima futhi ahlinzeke ngokuqonda okungaphansi kwe-millimeter. Ama-ODMs aphendule ngama-module e-3D structured light, manje asephumelele ku-60% yemishini yokuhlola enembile. Lawa ma-module, ahlinzekwe ngama-sensor e-CMOS anomfanekiso jikelele, anciphisa amazinga amaphutha ekutholeni okungafaneleka abe ngu-0.12%—okwenza kube ushintsho olukhulu kubakhiqizi abafana ne-Foxconn, ababona ukusebenza kwabo kokuhlola ikhwalithi kukhuphuka kathathu ngemuva kokwamukela izixazululo ze-ODM. I-28.6% CAGR yesigaba sokubona sezimboni iqhutshwa amandla ama-ODMs okwenza ngezifiso ama-module ezinhlelweni ezithile zokusetshenziswa—kusukela ekuhloleni ama-semiconductor wafer kuya kokulawula ikhwalithi yokupakisha ukudla.
AR/VR kanye Nezempilo: Imakethe Ekhawulelwe, Amandla Amakhulu
Izindawo ezikhulayo ezifana ne-AR/VR kanye nezithombe zezokwelapha zikhulula isidingo esisha semamojula e-ODM akhethekile. Ku-AR/VR, ukunciphisa usayizi kubalulekile: ama-ODM akhe imijula enobukhulu obuyi-5mm enomkhawulo wokubona ophakathi kuka-150°–200°, okuvumela ama-headset alula njenge-Apple Vision Pro. Izinga lokwamukelwa elingu-37% lamamojula kamakhamera kumadivayisi e-AR/VR kulindeleke ukuthi likhule njengoba izinhlelo ze-metaverse zikhula. Emkhakheni wezempilo, ama-ODM akhiqiza imijula ye-endoscope enezixazululo ze-4K kanye nokusetshenziswa kwamandla aphansi, ethokozisa imakethe elindeleke ukuthi ifinyelele ku-$85 billion ngonyaka ka-2025. Le mmoduli kumele ihlangabezane nezitifiketi ze-FDA ne-CE—inselele ama-ODM abhekana nayo ngokusebenzisa ubuchwepheshe bawo ekuthobeleni imithetho kanye nokukhiqiza ngokunembile.
3. Ukuqina Kwenqubo Yokuhlinzeka: Ukuhlela Nokushesha
Isikhathi sokuphuma kwe-pandemic sikhombisile ukubaluleka kokubekezela kwe-supply chain, futhi abahlinzeki bemojula yekhamera ye-ODM baphendule ngokubeka phambili ukuhlela endaweni kanye nokuhlanganiswa kwezakhiwo. I-Asia-Pacific, ekhaya le-78% yokukhiqiza emhlabeni, ibe yindawo yokukhiqiza ye-ODM yokugcina—kusukela ekwenzeni ama-sensor kuze kube sekupheleni kokuhlanganiswa. Lokhu kuhlela endaweni kunciphisa isikhathi sokuhola ngama-30% uma kuqhathaniswa nemodeli ye-OEM ejwayelekile, okuyinzuzo ebalulekile emikhakheni esheshayo efana nezinto zokusetshenziswa zabathengi.
Ukuxhumana okuqondile kuqinisa kakhulu ukuheha kwe-ODMs. Izinkampani ezifana ne-Sunny Optical ne-OFILM zilawula zonke izinyathelo zenqubo yokukhiqiza, kusukela ekwakhiweni kwezibuko kuya ekupakisheni kwesensori. Lokhu kuhlanganiswa kwehlise izindleko: Izinga lokuhlanganiswa kwezinsiza ze-13MP linyukile lisuka ku-25% laya ku-52%, okwenza amamojula e-ODM abe nezindleko ezingu-40% eziphansi kunezixazululo ze-OEM ezifanayo. Ngaphezu kwalokho, ikhono le-ODMs lokukhula ngokushesha—ngokukhiqiza okwenziwa ngenyanga kwe-VCM (Voice Coil Motor) okudlula ama-80 million units—kuqinisekisa ukuthi bangahlangabezana nezidingo eziphuthumayo, njengokuhamba kwesikhathi sokuphumula sokuthenga ama-smartphone noma ukuvulwa kwemodeli ezintsha zezimoto.
Ukusekela kwezepolitiki kuyisikhuthazi esisha. E-China, ama-randi angama-$7.5 billion emalini yokuxhaswa kuk gouvernement wezobuchwepheshe obusha bokuthwebula izithombe akhuthaze ukutshalwa kwezimali ku-R&D kumakhono e-ODM, kanti imithetho ye-EU ekhuthaza ukuhambisana ne-ESG iholele ekutheni ama-ODM athathe izinqubo zokukhiqiza eziluhlaza. Lezi zifiso ziye zakhokelela ekwehleni kwe-carbon footprint ngo-23%–28% kanye ne-premium yokuthumela ngaphandle engu-15%–20% yamamojula ahambisana ne-ESG—okwenza ama-ODM abe ukukhetha okuhehayo kumamaki afuna ukufinyelela imigomo yokusimama.
4. Iphazili Yokwenza Ngokwezifiso: Ukujwayela Kuhlangana Nezinguquko
Enye yezinkolelo ezingalungile ezinkulu mayelana ne-ODMs ukuthi zikhokha ukwenziwa ngokwezifiso ukuze zikhule. Empeleni, ama-ODMs aphumelele "ukwenziwa ngokwezifiso kwephutha"—anikeza izixazululo eziguquguqukayo ezisekelwe ezinkundleni ezijwayelekile. Le ndlela ivumela amabhizinisi ukuthi alungiselele ama-modules ukuze ahlangabezane nezidingo zawo ezithile ngaphandle kokubhekana nezindleko eziphezulu zokwakhiwa ngokwezifiso okuphelele.
Isibonelo, umkhiqizo weselula ungakhetha kusukela kumtapo wezinsiza ze-ODMs (13MP kuya ku-200MP), amalayisi (plastic noma ingilazi), nezici (OIS, HDR, 3D sensing) ukuze kwakhe uhlelo lwekhamera oluhlukile. Le mfuneko ibalulekile nasezinhlelweni: ama-ODMs ahlanganisa ama-algorithms akhethekile wokuthwebula izithombe, njenge-Huawei’s XMAGE 2.0, ehla umsindo ezimeni zokukhanya okuphansi ngesisekelo se-3 (noma ukuncipha okungu-300% ezingeni lomsindo). Kubakhasimende bezimboni, ama-ODMs angashintsha ama-modules ukuze akwazi ukumelana nezinga lokushisa eliphakeme (-40°C kuya ku-125°C) noma ukuvezwa kwemithi—izinga lokwenza ngokwezifiso okukhathazayo ama-OEMs akhathazeka ukukwenza ngezinga elikhulu.
Le mlinganiselo wokuhlanganiswa kokujwayelekile nokuguquguquka ubalulekile ikakhulukazi kumabhizinisi amasha kanye namabhizinisi amaphakathi. Esikhundleni sokutshala izigidi emsebenzini wocwaningo nokuthuthukiswa, lezi zinkampani zingabambisana nama-ODMs ukuze zilethe imikhiqizo emakethe ezinyangeni eziyi-6–12—kuqhathaniswa nezinyanga eziyi-18–24 nama-OEMs. Le ndlela yokushesha ukufika emakethe yenze ama-ODMs akhethwe kakhulu ezindaweni zobuchwepheshe ezikhulayo, lapho inzuzo yokuba yisibonelo sokuqala ibalulekile.
Izinselelo nendlela phambili
Naphezu kokukhula kwabo okusheshayo, abahlinzeki bemojula yekhamera ye-ODM babhekene nezinselelo ezintathu ezibalulekile: ukungazinzi komjikelezo wokuhlinzeka (isb. ukushoda kwegesi ye-elektroniki yaseJapane), ukushoda kwabahlinzeki abanolwazi abangu-120,000, kanye nezindleko ezikhulayo zamalungelo obunikazi. Ukuze baphumelele kulezi zinkinga, ama-ODM afaka imali ezindaweni ezihlukile, athuthukisa abasebenzi bawo, futhi akha ubudlelwano obuhlosiwe ukuze abelane ngempahla yengqondo.
Bheka phambili, izitayela ezintathu zizokwakha ikusasa le-ODM camera modules:
1. I-Sensors ye-Quantum Dot: Kulindeleke ukuthi ziqalise ukuhweba ngonyaka ka-2030, lezi zinsiza zinikeza ukusebenza kwe-quantum okuphakeme ngama-2.1 uma kuqhathaniswa ne-CMOS ejwayelekile, okuvumela ukuthwebula izithombe eziphansi kakhulu.
2. Ukwakha I-Digital Twin: Ngonyaka ka-2027, amafektri angama-ODM angama-60% azosebenzisa ama-digital twin ukuze anciphise isikhathi sokulungisa ukukhiqiza ngama-80%.
3. Ukuxubana Kwezinsiza: Ukuhlanganiswa kwemamojula yekhamera ne-radar ne-LiDAR kuzoba yijwayelo ezinhlelweni zokuhamba nezokukhiqiza, kukhuthaza isidingo se-ODMs ezinobuchwepheshe ezinhlelweni eziningi ze-sensor.
Isiphetho: Kungani i-ODM iyikusasa kwezimodyuli zeKhamera
Ukukhula kwesidingo samamojula emakhamera e-ODM akusikho kuphela ukujolisa—kuwukushintsha kwesakhiwo okuqhutshwa yintuthuko yezobuchwepheshe, ukukhula kwezimboni eziphakeme, ukuvikeleka kokuhlinzekwa, kanye nokuguquguquka kokwenza ngezifiso. Njengoba amabhizinisi emikhakheni ehlukene egcizelela isivinini, ukusebenza kahle kwezindleko, kanye nokukhetheka, ama-ODM ahlelekile ukuhlangabezana nalezi zidingo ngokusebenzisa ubuchwepheshe bawo bokuhlanganiswa kwe-AI, ukukhiqizwa okunembile, kanye nokuhambisana nemithetho.
Kubabhrendi abafuna ukuhlala bephikisana ngo-2025 naphakade, ukubambisana nomhlinzeki we-ODM camera module akusisona isinqumo—kuyisidingo esibalulekile. Nokho, uma uthuthukisa inguqulo elandelayo ye-smartphones, izimoto ezizimele, noma amadivayisi wezokwelapha, ama-ODM ahlinzeka ngokuqina, ukujula, kanye nokwakha okudingekayo ukuze uguqule imibono ibe yimikhiqizo ehamba phambili emakethe. Ulungele ukusebenzisa amandla ama-ODM camera modules? Xhumana nomhlinzeki othembekile namuhla ukuze uhlolisise izixazululo ezenziwe ngokwezifiso ezihambisana nezimboni zakho nezinhloso zebhizinisi.
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