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Izitayela Eziphambili Ekukhiqizeni Izikhangiso ZamaKhamera 2025: Ukuqamba, Ukuhlanganiswa, Nokuguqulwa Kwemboni
Kwadalwa ngo 2025.12.22
Imaketheka yeziqukathi zomhlaba jikelele ibheke ekukhuleni okumangalisayo, kulindeleke ukuthi ikhulise ukusuka ku-45 billion ngo-2024 iye ku-80 billion ngo-2031 nge-CAGR engu-8.1%. Njengoba u-2025 uqhamuka, imboni idlula ekuguqulweni okukhulu okuqhutshwa yizinto ezintsha zobuchwepheshe, ukushintsha kwemakethe, kanye nezidingo ezithuthukayo zomsebenzisi wokugcina. Kusukela kumachips e-AI aphansi kakhulu kuya ekuhlanganiseni kwemikhakha ehlukene, nansi imikhuba ephakeme eshintshaukukhiqiza imodyuli yekhamerale nyaka.
1. Ukuhlanganiswa kwe-AI Okuphansi Kakhulu: Ukuchaza Kabusha Ukusebenza Nokuhlakanipha
I-AI isibe yisisekelo sokwakhiwa kwemamojula yekhamera, kodwa u-2025 ubalulekile ekushintsheni okukhulu kuya ku-chip-level low-power AI architecture. Imamojula yekhamera esekelwa i-AI evamile ivame ukuhamba nezindleko eziphezulu zamandla, okunciphisa ukusetyenziswa kwazo kumadivayisi asebenzisa ibhethri. Nokho, ukuthuthukiswa okufana ne-"Yanji Core" AI chip eyakhelwe ngaphakathi ye-Shenmou kuyashintsha umdlalo. Le chip ithatha indlela yokwakha eyenziwe ngokwezifiso ngokuphelele, yehlisa ukuphuza kwamandla jikelele kube ngaphansi kuka-50mW—67% ngaphansi kwamadivayisi ajwayelekile. Ekuthestweni kwangempela, ama-unit angu-30 we-AI smart AOR PTZ camera ye-Shenmou asebenze ngokuqhubekayo amahora angama-72 kuphela nge-0.1kW·h kagesi, okufana nokuphuza kwamandla kwe-air conditioner engu-1HP esebenza imizuzu engu-9.
Ngaphandle kokusebenza kahle kwamandla, i-AI iyaphakamisa amandla okusebenza. I-AOR ubuchwepheshe bokuvikela obusemthethweni obugcwele, obuphakanyiswa yimodeli yokufundisa yezenzakalo ezingu-100-million-level, yehlisa amazinga okuphutha okungamanga ekuboneni izinjongo ezihambisanayo abe ngaphansi kuka-1% ngenkathi ithuthukisa ukupheleleka kokulandela izigameko ngama-300%. Kuma-devices abathengi, lokhu kuhunyushwa kube amakhamera akhombisa ubuhlakani abavumelanisa nezimo ngesikhathi sangempela, ngenkathi izinhlelo zezimboni nezokuphepha zisebenzisa ukubikezela kwezingozi ngaphambi kokuba zenzeke kunokurekhoda okungasebenzi.
2. Ukuhlanganiswa Nokuhlukahluka Kwezimboni: Indlela Eziphakathi Yokuthuthukiswa Kwezimakethe
Imboni ye-module yekhamera ibona ukuhlukaniswa okukhulu phakathi kwabaholi bemakethe nabadlali abancane. Ngonyaka ka-2025, abakhiqizi abaphezulu abahlanu—i-Sunny Optical, i-OFILM, i-Q Technology, i-Lens Technology, kanye ne-Truly International—bawulawula u-68.2% wemakethe yomhlaba. I-Sunny Optical ihola ngama-7.2 billion units athunyelwe ngo-2024, ibamba u-27.3% wabelana emakethe, futhi ifake imali eningi emigqeni yokukhiqiza ephezulu ye-1-inch large-sensor main cameras kanye ne-200MP modules. Lezi zinkampani zikhulu zakha izithiyo zobuchwepheshe ngokusebenzisa i-wafer-level optics (WLO) kanye nezixazululo ze-hybrid lens, ngenkathi zandisa emkhakheni wezokuthutha nase-AR/VR—imali engenayo ye-module yekhamera ye-Sunny Optical emkhakheni wezokuthutha ikhule ngama-62% ngo-2024.
Ngaleso sikhathi, abakhiqizi abaphakathi nendawo nabancane bayaguqula baye emakethe ezikhethekile. Bebhekene nomkhawulo ophansi wephrofithi ewumgogodla ongaphansi kuka-8.3% emkhakheni wezinsiza eziphathwayo, bagxile emibonweni yezimboni, i-IoT, kanye nezinsiza eziphathekayo. Impumelelo itholakala ekufakweni kwe-algorithm, ubuchwepheshe obusha obuncane, kanye nezinsizakalo ezikhethekile. Isibonelo, izinkampani ezincane zithuthukisa imodyuli ezenzakalelayo zezinsiza zokwelapha ezisebenzisa i-endoscope kanye nezinhlelo zokubona ezisebenzisa amakhompyutha, zisebenzisa ukuhamba kwazo ukuze zihlangabezane nezidingo ezikhethekile zemboni.
3. Ukuhlelwa Kabusha KweZinhlelo Zokuhlinzeka: Uhlelo Lwezindlela Ezimbili Lokunciphisa Izindleko Nezingozi
Izindleko zokukhiqiza ezikhulayo (zikhuphuke ngo-23.6% eShayina esogwini) kanye nezinkinga zezepolitiki zikhuthaza ushintsho olukhulu emgqeni wokuhlinzeka. Abakhiqizi abahamba phambili bathatha imodeli ethi "I-R&D yaseShayina + Ukukhiqiza Kwaphandle + Ukuphathwa Kwe-Digital Twin", bephonsa ukukhiqiza ezindaweni ezisemaphakathi nasezintshonalanga zeShayina (iJiangxi, i-Anhui) nasezizindeni zangaphandle eVietnam, eNdiya, naseMexico. Le ndlela ikhiqize imiphumela ebonakalayo: abaholi baphumelele ekwehliseni izindleko ze-module ngayinye ngo-11%–27% ngokusebenzisa izinzuzo zezinqubomgomo zendawo kanye nokuhlangana komugqa wezokukhiqiza.
Ubuchwepheshe be-digital twin budlala indima ebalulekile kulolu shintsho, buvumela ukuqapha ngesikhathi sangempela nokwenza ngcono imigqa yokukhiqiza ehlukanisiwe. Isibonelo, izisekelo ze-OFILM eNanchang naseHefei zifeze ukufakwa kwe-automation okungu-82%, kukhuphula ukukhiqiza komuntu ngamunye ngo-37% uma kuqhathaniswa no-2022. Le ndlela ye-dual-track ayigcini ngokunciphisa ingcindezi yezindleko kodwa futhi ithuthukisa ukuvikeleka kwe-supply chain endaweni yomhlaba engaziwa.
4. Ukuhlela Ngokwezifiso Kwezinselelo Ezingaphezu Kwezinselelo: Kusuka Kuma-Smartphones kuya ku-AR/VR nakuMphakathi Osezingeni Eliphezulu
Isikhathi samamojula wekhamera afanele wonke umuntu siphela. Ngo-2025, ukwenza ngokwezifiso kuba yinto ejwayelekile ezindaweni ezahlukene:
• Izinsiza-mfono: I-"ukuthuthukiswa kwemakhamera eyinhloko + ukuhlela kwemakhamera yesibili" isu libusa. Emkhakheni wezinsiza-mfono eziphezulu eChina (ngaphezulu kuka-450), izinhlelo ze-quadcameras zehlele ku-34% yemakethe, kanti amakhamera amakhulu anobukhulu be-1/1.3-inch+ ase reached 59% penetration. Abakhiqizi abafana ne-Q Technology basebenzisa i-AI multi-frame synthesis ukuze baphinde baphathe izibuko ze-macro ezizimele noma ezijulile, kunciphisa izindleko ze-BOM ngo-2–3 nganye.
• AR/VR kanye neMveliso Ebonakalayo: Uhlelo lokulandela ikhamera olusha lwe-OCELLUS lwe-Sony lukhombisa lesi sikhumbuzo. Lwakhiwe ngama-sensors amahlanu wezithombe kanye nobuchwepheshe be-visual SLAM, lwenza ukulandela ngaphandle kwemakha kube khona kwi-AR nasek production ebonakalayo, kuthumela isikhundla sekhamera se-real-time kanye nemetadatha ye-lens kwi-software ye-CG rendering. Iph weighing kuphela 250g, le nkqubo encane iyahambisana nezithombe ze-Sony kanye nezithombe ezingezona ze-Sony, iguqula izinqubo emfilimini, ekudlalweni kwezemidlalo, nasekukhiqizeni izindaba.
• Izinto Ezithwalwayo: Ukunciphisa usayizi nokusebenzisa amandla kancane kubalulekile. I-Supertek Module nezinye izinkampani zikhulisa ama-module amancane kakhulu ezigcawini ezihlakaniphile nezokuhlola impilo, zihlanganisa ama-sensor akhanyisiwe ngemuva kanye ne-HDR processing ukuze kuhanjiswe imifanekiso yekhwalithi ephezulu kumadivayisi alula. Lezi zikhala zivumela ukuqoshwa okungenamikhono, ukuqaphela ubuso, kanye nezokuhlola impilo ngesikhathi sangempela—kukhulisa amandla ezobuchwepheshe ezithwalwayo.
5. Ukuhlola Ikhwalithi Okusekelwe ku-AI: Ukukhiqiza Okungenamaphutha Ngaphakathi Kwezinga
Njengoba ama-module wekhamera eba nzima, izindlela zokuhlola ezijwayelekile azisanele. Ukuhlolwa ngesandla kanye nokutholwa kwe-microscope ye-2D kuhlushwa izinga lokungatholwa elingu-3%–5% futhi akukwazi ukulandela imigqa yokukhiqiza esheshayo (ama-unithi angama-600 ngehora). Ngonyaka ka-2025, izixazululo zokuhlola eziholwa yi-AI ziya kuba yijwayelo embonini. I-Dongsheng Intelligent’s Handdle AI platform ihlanganisa ukukhanya okungapheli kwe-dome, ukukhanya kwe-2.5D okunezikhala, imifanekiso ye-3D confocal, kanye nokukhanya kwaseceleni ukuze kutholakale izinhlobo eziyi-12 ze-micro-defects—kuhlanganisa nezindawo ezimhlophe, izikhala, kanye nokuphambuka kwe-concentricity—ngokufaka okungama-360°.
Uhlelo lwe-AI lusebenzisa ama-algorithms wokuhlukanisa ukuze kutholakale amaphutha ezingeni le-pixel nokutholwa kwezinto ukuze kuqinisekiswe ukwenziwa kwezinsuku ezingu-2, kufinyeleleka ekutholeni okungaphansi kokuphazamiseka. Isici sokushintsha imodeli esithinta okukodwa sivumela abakhiqizi ukuthi baphendulele ezincwadini ezintsha zomkhiqizo ezinsukwini ezi-2 ngaphandle kokubhala ikhodi, ngenkathi idatha yokuphazamiseka yesikhathi sangempela ithunyelwa efwini ukuze kuthuthukiswe izinqubo zokuhlanganisa nokuhambisa. Ukufaka izixazululo ezinjalo kushintsha abahloli be-10 bokwakhiwa ngalinye futhi kulethe i-ROI ezinyangeni eziyi-8—sekuqaliswe kumalayi okwakha aphezulu angama-42 emhlabeni jikelele.
Isiphetho: Ukuhamba Phambili Kwenqubo Yokukhiqiza Imodyuli Yokhamera
2025 iyonyaka ebalulekile kubakhiqizi bezingxenye zezikhamuzi, lapho ubuchwepheshe bukhuluma ngokuqinile ekuhlanganiseni i-AI, ukuvikeleka komjikelezo wezimpahla, kanye nokukhethekile kokuphakela. Impumelelo izoncika ekulinganiseni intuthuko yobuchwepheshe nokusebenza kahle kwezindleko: ukutshalwa kwezimali kumachips e-AI aphansi amandla kanye nokukhiqiza okuhlakaniphile ngenkathi kulungiswa kumasiko emakethe asekhaya. Kubantu abakhulu, ukwandisa emakethe yezimoto kanye nezimakethe ze-AR/VR kunikeza amathuba okukhula, kanti abadlali abancane bangaphumelela ngokugxila ezinhlelweni ezithile nasekuthuthukiseni ama-algorithms.
Njengoba imboni ithuthuka, iqiniso elilodwa lihlala liqotho: imodyuli yekhamera ayisiyona nje ingxenye ye-hardware kodwa iyisithuthukisi esiyinhloko samasistimu ahlakaniphile. Ngokwamukela lezi zindlela, abakhiqizi bangavula inani elisha emakethe elibikezelwe ukuthi lizofinyelela ku-$80 billion ngonyaka ka-2031—behanjiswa izixazululo zokuthwebula ezihlakaniphile, ezisebenzayo, nezihlukahlukene zesikhathi esizayo.
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