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From Technologies to Markets
© 2021
From Technologies to Markets
Thermal Imaging and Sensing 2021
Market and Technology
Report 2021
Sample
22
a-Si:Amorphous Silicon
AEB:Automatic Emergency Breaking
ADAS:Advanced Driver Assistance System
ASP:Average Selling Price
ASIC:Application-Specific Integrated Circuit
AV:AutonomousVehicle
BST: Barium Strontium Titanate
EBT: Elevated Body Temperature
EST: Elevated Surface Temperature
CAGR: Compound Annual Growth Rate
CCD: Charge-Coupled Device
CIS: CMOS Image Sensor
CMOS: Complementary Metal Oxide Semiconductor
CMP: Chemical Mechanical Planarization
CSD: Chemical Solution Deposition
FIR: Far Infrared
HVAC: HeatVentilation Air Conditioning
IR: Infrared
LI: Light Intensifier
LED: Light-Emitting Devices
LWIR: Long-Wave Infrared
MCT: Mercury Cadmium Tellium
MCU: Micro Controller Unit
MEMS: Micro Electro Mechanical Systems
MWIR: Middle-Wave Infrared
NIR: Near Infrared
NETD: Noise-Equivalent Temperature Difference
PCB: Printed Circuit Board
PIR: Pyro Infrared
PLP: Pixel-Level Packaging
PZT: Lead Zirconate Titanate
QQVGA: Quarter QuarterVGA
QVGA: QuarterVGA
QW: Quantum Well
QWIP: Quantum Well Infrared Photon (imager)
RoW: Rest of the World
ROIC: Read-Out Integrated Circuit
SEM: Secondary Electron Microscopy
SOI: Silicon-On Insulator
SWaP: Size,Weight, and Power
SWIR: Short-Wave Infrared
QVGA: QuarterVideo Graphics Array
T2SL:Type-II Superlattice
TAM:Total Accessible Market
TCR:Temperature Coefficient of Resistance
TEC:ThermoElectric Cooling
TiOx :Titanium Oxide
TSV:Through-SiliconVia
UFPA: Uncooled Focal Plane Arrays
VGA:Video Graphics Array
VMS:Video Monitoring System
VOx:Vanadium Oxide
VWOx :Vanadium Tungsten Oxide
WLC:Wafer-Level Camera
WLP:Wafer-Level Packaging
WLO:Wafer-Level Optics
XVGA: ExtendedVideo Graphics Array
Thermal Imaging and Sensing 2021 | Sample | www.yole.fr | ©2021
GLOSSARY
33
• Glossary 2
• Table of contents 3
• Yole’s definitions of thermal Imaging & Sensing 7
• Report scope 8
• Applications covered in this report 10
• Thermal imager and detector definitions 11
• Methodology and definitions 12
• About the authors 13
• Companies cited in this report 14
• What we got right, what we got wrong 16
• Yole Group of companies related reports 17
• How to use our data? 22
• 3-page summary 23• A hot market is cooling off but finds resistance
• Applications: all you need to know
• Supply chain and technology
• Executive summary 27
• Introduction 68• Thermal imager and detector definitions
• IR spectrum
• IR detector types and technologies, by wavelength
• Different IR wavelengths – Summary
• Infrared wavelengths functions and markets
• COVID-19 and fever detection
• Back from fever detection to a more classical productmix
• Interest for thermal imaging in various use-cases
• Many new cores, trend to modularity and ease of use
• Other new cameras
• New products, new trends
• Market forecasts 80
➢ Detectors 81• Thermal detector application definitions
• Thermal detector shipment forecast by application(Munits)
• Thermal detector ASP assumptions
• Thermal detector market forecast by application ($M)
• Thermal detector applications – Market overview
• Synthesis
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44
➢ Imagers 88• Thermal imager application definitions
• The position of fire detection
• Thermal Imager (and camera) volume forecast byapplication (ku)
• Noticeable update from 2020 to 2021
• Comparison with past thermal imager unit forecasts
• Methodology for estimating thermal camera market value
• Hypotheses on thermal camera average selling price
• Thermal camera market forecast by application ($M)
• Thermal camera applications – Market overview
• Synthesis
• Market trends 100• Battle between detectors and imagers
• Thermal detector and imager technologies vs. applications
• Trends in thermal imagers and detectors - Automotive
• Market trends in thermal detectors and imagers - Smartbuilding and smart home use cases, resolution and price
• Two battlefronts for thermal detectors and imagers
➢ Detectors 107
• Where are thermal detectors used?
• Market trends in thermal detectors – Main pillars
• Main application trends
• Proliferation of thermal detectors in smart home products
• Flame & gas detection trends
• Kitchen fire prevention
• Thermal runaway – concerns and regulations
• Regulations related to smart buildings
• Smart buildings need larger arrays with morefunctionalities
• Two opposing forces for thermal detector arrays
• Consumer high-volume products (wearables andsmartphones)
• Conclusions
➢ Imagers 123
• An overview of thermal imagers
• Classical thermography
• EBT/EST and fever detection
• Smart buildings
• Where is surveillance needed?
• Market drivers in surveillance
• Firefighting trends
• Thermal cameras for firefighters
• Fire detection in surveillance segment
• Personal vision systems (PVS) rifle sights
• Rough estimation for TAM & SAM of hunter’s thermalequipments
• Hunting: Pros and cons of thermal vision vs night vision
• Thermal imaging for consumers
• Thermal cameras used for AR interfaces?
• Ruggedized smartphones trends
• Professional UAV integrating thermal imaging
• Commercial aerospace: Enhanced Vision SystemsThermal Imaging and Sensing 2021 | Sample | www.yole.fr | ©2021
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• Automotive: overall market is recovering from covid-19but still limited by chip shortage
• SWOT analysis of thermal imaging in automotive
• Automotive thermal imaging for ADAS
• Automotive: mobility as a service
• Automotive thermal imaging: new projects andpartnerships
• Military trends: the main ideas
• Emerging conflicts in Indo-Pacific
• Drones are everywhere in the military ecosystem
• On-going military programs using civilian technologies
• Optronics and Infrared Search & Track (IRST) renewedinterest
• Conclusions
• Supply chain 155
➢ Detectors 156• Thermal detector manufacturers map
• Geographical particularities
• Estimated geography sales breakdown
• Top players by detector size
• Players market share
• Players market share – Pyroelectric technology
• Players market share – Thermopile technology
• SWOT for Asian thermal detector manufacturers
• The revolt of Asian manufacturers?
• Conclusions
➢ Imagers 167• Thermal imager manufacturers map
• Thermal imager manufacturer shipments – market shareestimates
• Estimation of shipments share by application
• Chinese players stabilize their shipments market share
• Comments on manufacturers production share and nextsteps
• Estimated Geography sales breakdown for 2020-2021(Unit Shipments)
• Thermal core manufacturers map
• Thermal Imaging optics / materials manufacturers map
• Thermal camera manufacturers / integrators map
• Focus on Chinese thermal camera manufacturers &integrators
• Business models and trends
• Imager/core/camera shipment breakdown
• Thermal camera sales channels – Depending on producttype
• Thermal camera business relationships
• Ecosystem development - selected news (Since Oct 2020)
• A note on FLIR’s acquisition by Teledyne
• Government contracts (non-exhaustive)
• Conclusions
• Technology trends 190• Current status of thermal detector/Imager technologies
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• Packaging options for thermal detectors and imagers
• Its all about packaging evolution
• Technologies competing with thermal detectors/imagers insmart buildings
➢ Detectors 195
• Thermal detectors main technology trends
• Digital thermal detectors
• Towards a thermal detector SoC?
• Thermal detector cost breakdown
• Thermal detector array size by manufacturer
• Comments on players resolution
• Thermal detector arrays for smart buildings applications
• Conclusions
➢ Imagers 204• Thermal detectors main technology trends
• Thermal Imager resolution and pixel pitch by manufacturer
• Status of different thermal imager packages
• Technology impact on core
• Making thermal imaging easy to integrate
• Making thermal imaging easier to understand
• Thermal cameras as sensing devices
• Towards 3D integration ?
• CIS and thermal imager sensor evolution?
• Breakdown of shipments (in units) by resolution
• Cost breakdown – From the imager to the camera
• Trend in pixel pitch
• Thermal imager parameters
• Definition and limitations some metrics
• Camera testing motivation
• Camera testing – Performance analysis
• Automotive technology trends
• Technology trends – What is DARPA working on?
• Military trend: combination of multiple wavelengths
• Surveillance thermal imaging AI
• Example of thermal camera using AI - Hikvision
• Thermal imaging technology trends - Conclusions
• Outlook 230• Thermal detector applications – Market overview
• Thermal camera applications – Market overview
• General conclusions
• Yole Group of companies’ presentation 235
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77
YOLE’S DEFINITIONS OF THERMAL IMAGING & SENSING
Technology
Resolution
Spectral range
Cryo cooling
Function
No (sometimes TEC) No
MicrobolometerThermopiles
Bulk
Thin-film
CMOS
Pyr
oele
ctri
c
MEM
S
MEMS
Create an image, depicting the
thermal radiation
Sense/detect the thermal radiation with potentially
some extra functionality (motion detection,
occupancy, people counting, etc)
8-14µm 8-14µm
1-5,000*
Thermal imaging Thermal sensing/detection
>5,000*some solutions exist with
higher resolutions
Pixel #Format
Pixel #Format
80x80
QQVGA
QVGA
VGA
XGA
Others…
Single
Dual
Quad
4x4
8x8
16x16
32x24
80x60
Others…
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88Thermal Imaging and Sensing 2021 | Sample | www.yole.fr | ©2021
REPORT SCOPE (1/2)
$1
$10
$100
$1,000
Sensor price
4x4 16x168x8 64x6432x32 80x80 160x120
Sensor
resolution
Infrared
Detectors
Report
Single
pixel
VGA/XGA
Hikvision DS-2TM13/16
Pyreos ezPyro
Iraytek S0 or Tiny1
Melexis MLX90632
Excelitas pyroelectric and
thermopile detectors
Global Sensor
Technology
GST1212M
99
• Provide market data on key thermal detectors(thermopiles, pyroelectrics) and imagers(microbolometers), including market metricsand dynamics:
o Thermal detectors and thermal imagers/camerasin units and revenue, split by market segment.
o Market shares for thermal detectors andimagers.
• Offer key technical insights into futuretechnology trends and challenges.
• Deliver an in-depth understanding of thethermal imaging value chain, infrastructure, andplayers:
o Who are the industrial thermal sensor playersand where are they positioned?
o More generally, which are the key players towatch and how will the thermaldetection/imaging market evolve?
• Present an in-depth analysis of thermaldetectors and imagers for defense andcommercial applications, including extra coloron EBT/EST screening.
Thermal Imaging and Sensing 2021 | Sample | www.yole.fr | ©2021
REPORT SCOPE (2/2)
Are your needs
beyond the scope of
this report?
Contact us for a custom report:
TechnologyTrends
& playersForecasts
Units
$US Dollar
Thermopiles
Pyroelectrics
Microbolometers
Players
Trends
Forecasts
10
APPLICATIONS COVERED IN THIS REPORT
Commercial
Motion detection
Temperature measurement
Spectroscopy
Gas & fire detection
Smart buildings
Thermography
Surveillance
Automotive
Firefighting
Marine
Personal vision systems
Ruggedized smartphones
Plug-in for smartphones
Other Commercial
Military
TWS
Soldier vision
Others
Commercial
Thermal imagersThermal detectors
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1111
Thermal imager, also called an Uncooled Focal Plane Array (UFPA): a thermal system that converts infrared (IR)radiation into a visible image.The main components of a thermal imager are:
Thermal Imaging and Sensing 2021 | Sample | www.yole.fr | ©2021
THERMAL IMAGER AND DETECTOR DEFINITIONS
Camera Camera core with electronics and
sometimes IR lenses
Imager - sensorUncooled focal plane array - UFPA
Pixel Each sensor is an array of
thousands of pixels
Thermal Detector: a photodetector that detects thermal radiation and converts it into a signal. By usingseveral single detection elements called pixels, it forms an array. Detectors provide only a detection signal, notan image.The main parts of a thermal detector system are:
System
e.g. IR motion detector Detector, packagedModule
e.g. IR motion detector
Detection chip with pixels
from 1 to 80 x 80 arrays
We consider as the pixel limit for detectors and imagers around 80 x 80. The reason is that
above this resolution it is impossible to do some scene (face, etc.) recognition with detector.
12
METHODOLOGY AND DEFINITIONS
Market segmentation
volume in Munits,
ASP in $,
revenue in $M
Yole’s market forecast model is based on matching heterogeneous sources:
Information
aggregation
Preexisting
information
Forecast
Reconciliation
END SYSTEM SEMICONDUCTOR DEVICE
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13
Dr. Dimitrios DAMIANOS, Senior Analyst
Dimitrios Damianos, is a Senior Technology & Market Analyst, part of the Photonics & Sensing division at Yole Développement (Yole).Based on solidtechnical expertise in imaging, sensing, and photonics, Dimitrios oversees the day-to-day production of valuable technology & market reports andcustom consulting projects. He also plays a key role in the expansion of Yole’s market & technical knowledge, supporting the development of strategicprojects and maintaining long-term relationships with key accounts while ensuring their expectations are met.Dimitrios regularly presents and deliverskeynotes at international conferences and exhibitions. He has also authored and co-authored several technical & market reports as well as scientificpapers in international peer-reviewed journals.Dimitrios holds a BSc in Physics and an MSc in Photonics, both from the University of Patras (Greece),and a Ph.D. in Optics & Microelectronics from the University of Grenoble-Alpes (France).
Contact: [email protected]
Dr. Axel CLOUET, Analyst
Axel Clouet, Ph.D., is a Technology & Market Analyst at Yole Développement within the Photonics and Sensing division, as part of the Imaging Team. Hecontributes daily to technology & market analyses on various imaging technologies and participates in the production of the relevant reports.Previously, Axel obtained an MSc from Grenoble Institute of Technology (FR) and a Ph.D. from the University of Grenoble (FR) in collaboration withCEA-LETI, where he worked on color and noise aspects in CMOS image sensors. He is the author of various scientific papers and conferencepresentations.
Contact: [email protected]
Thermal Imaging and Sensing 2021 | Sample | www.yole.fr | ©2021
ABOUT THE AUTHORS
Biographies and contacts
1414
Axis Communications, BAE, Bosch, Bullard, Caterpillar, Convergint, Cosinuss, Cypress, Dahua, Denso, Device-ALab,
DeWalt, Dexter, Dias Infrared, DJI, Dräger, Elbit Systems, Empatica, Excelitas (QiOptiq), FaceSense, Fisba, FLIR,
Fluke, Flyability, Flybotix, Foresight, Fujitsu, Global Sensor Technology (GST), GreenWaves, GuideIR, Guide
Sensmart, GWIC, Hamamatsu, Hanhwa Techwin, Heimann Sensors, Hensoldt, Hikvision, i3system, Impossible,
InfiRay, Infrared Cameras Inc, Infratec, InVid, IR&D, iRay Technologies, Irisys, Irlynx, Jenoptik, Kodenshi, Kyocera, L3
Harris, Leica, Leonardo DRS, LG Innotek, Lockheed Martin, Lucint, Lynred, Magnity, Melexis, Meridian Innovation,
Micasense, Mikrosens, Mitsubishi Electric, MKS Ophir, Mobotix, MSA, Murata, NEC, Nextvision, Nicera, Northrop
Grumman, NXP, Omron, ON Semi, Opgal, OptoTherm, Orisystech, Parrot, Panasonic, Pyreos, Rafael ADS,
Raytheon, Raytron, Safran, SATIR, SCD, Schneider Electric, Schott, Seek Thermal, Semitec, Senba Sensing Tec, Sierra
Olympic, Sunell, Sunshine Technologies, Tamron, TE Connectivity, Teledyne Dalsa, Testo, Tetracam, Thales,
Thermoteknix, TowerJazz, Umicore, Veoneer, Vital, Wahl, Wintec, Workswell, Xperi, Zeiss, Zhejiang Dali, and more.
Thermal Imaging and Sensing 2021 | Sample | www.yole.fr | ©2021
COMPANIES CITED IN THIS REPORT
non-exhaustive list
1515
Baoding Jingze Optical & Electrical Technology Co. Ltd, Baoding Sanjing Electronics Material Co. Ltd., Beijing Acme
Optoelectronic Technology Co. Ltd., Beijing DongyuhongdaTechnology Co. Ltd., Beijing FJR Optoeletronic Technology
Co. Ltd., Beijing Huayuanhao Photoelectric Technology Co. Ltd., Beijing Hongyuan Shengda Electro-Optic Technology Co.
Ltd., Beijing WanTengDaSiTechnology Co. Ltd., CETC Electro-Optics Technology Co. Ltd., Chengdu Huishi Opto-
Electronic technology Co. Ltd., China Optical Infrared Technology (Dalian) Co. Ltd., CNBM Optoelectronic Materials Co.
Ltd., Dongguan Xintai Instrument Co. Ltd., Fujian Forecam Optics Co. Ltd., Guangzhou SAT Infrared Technology Co. Ltd.,
GZLENS Optoelectronics China Co. Ltd., Hangzhou Zillion M&C Technology Co. Ltd., Hebei IRhome Photoelectric
Technology Co. Ltd., Hubei Jiuzhiang Infrared System Co. Ltd., Kunming Kaihang Optics Co. Ltd., Luoyang AVIC Optronics
Research Institute, Shenyang Sumboy Intelligent Imaging Technology Co. Ltd., Shenzhen Everbest Machinery Industry Co.
Ltd., Shenzhen Jove Communication. Co. Ltd., Shenzhen Longot Technology Development Co. Ltd., Shenzhen Tekwin
System Co. Ltd., Shenzhen Tsinghua Video Electronic Technology Co. Ltd., Tianjin Jinhang Technical Physics Research
Institute, Tianjin Zhongjing Semiconductor Materials Co. Ltd., Uni-Trend Technology (China) Co. Ltd., Vital Optics
Technology Co. Ltd., Wavelength Opto-Electronic (Nanjing) Co. Ltd., Wuhan Yoseen Infrared Co. Ltd., Wuhan Huazhong
Numerical Control Co. Ltd., Xi'an Zhongke Lead-ir Technology Co. Ltd., Zhao Sheng (Zhejiang) Technologies Inc.,
Zhejiang Heika Electric Co. Ltd., Zhejiang HongpuTechnology Co. Ltd., Zhejiang Sun Creative Technology Co. Ltd.,
Zhejiang Ulirvision Technology Co. Ltd.
Thermal Imaging and Sensing 2021 | Sample | www.yole.fr | ©2021
CHINESE COMPANIES MENTIONED IN THIS REPORT
non-exhaustive list
1616
o Digital thermal detectors are gaining interest
o EBT/EST trend is cooling off in 2021, aspredicted, while other applications come back
o Thermal imaging for ADAS continues to develop,but volumes remain to be seen
o Integrated thermal sensor in a high-volumesmartphone like Honor Play 4 Pro did not proveits interest from the average consumer (notconsidering CAT/Blackview phones which areprofessional)
o Thermal detectors revenues in 2020 wereunderestimated, due to an underestimation ofASP increases and also due to the spike inrevenue growth from some manufacturers(Orisystech, Heimann, Senba Optoelectronics)
o GuideIR shipments were overestimated and forLynred underestimated for the year 2020.
o Revenue outlook for 2021 is higher thananticipated.
o Plug-in for smartphones are not decreasing aspredicted. Online sales channels like Amazon,help with sales, and the revenues remain flat forthis type of products.
WHAT WE GOT RIGHT, WHAT WE GOT WRONG
Thermal Imaging and Sensing 2021 | Sample | www.yole.fr | ©2021
17
Contact our
Sales Team
for more
information
17
Contact our
Sales Team
for more
information
Status of the Camera Module Industry 2021
Status of the MEMS Industry 2021
Thermal Imaging and Sensing 2021 | Sample | www.yole.fr | ©2021
YOLE GROUP OF COMPANIES RELATED REPORTS
Yole Développement
18
Contact our
Sales Team
for more
information
18
Contact our
Sales Team
for more
information
FLIR Boson 640 Pro ThermalCamera Performance Analysis
Seek Thermal S309SP Camera Core Performance Analysis
iRay T3S Thermal Camera Performance Analysis
Thermal Imaging and Sensing 2021 | Sample | www.yole.fr | ©2021
YOLE GROUP OF COMPANIES RELATED REPORTS
Yole Développement
19
Contact our
Sales Team
for more
information
19
Contact our
Sales Team
for more
information
Thermal Imaging and Sensing 2021 | Sample | www.yole.fr | ©2021
YOLE GROUP OF COMPANIES RELATED REPORTS
Piseo – design and characterization of innovative optical systems
Construction and
performance analysis of
sensors and cameras
• Imagers, modules, and cameras:
- NETD
- Responsivity
- Scene dynamic
- Dead pixels
- NUC
- RFPN
- MTF
- Optical design
• Thanks to multiple drivers, the market for infra-red thermal imaging cameras and modules is expanding at a fast pace with a multiplication of product offers. Therefore, there is a need for users, integrators, and sensor manufacturers to discriminate marketed products based on accurate and independent assessment of their performance and features.
• The Performance Analysis/Camera Characterization reports help thermal imaging camera and module market actors to better understand the characteristics of such products in order to make sound strategic decisions.
• More reports will follow which will allow impartial comparisons of product features and performances.The following cameras and modules are planned:
o Guide VGA 12µm (China): available Q1 2021
o Hikvision camera QQVGA 17µm (China): planned
o Teledyne Dalsa GXF (Canada): planned
20
Contact our
Sales Team
for more
information
20
Contact our
Sales Team
for more
information
IRay Technology 12µm and 17µm Thermal Sensors
Hikvision Intelligent Thermal Network Camera (DS-2TD2166-
15 V1)
Guide Infrared’s 17µm Microbolometer Module
Heimann Sensor 32 x 32-Array Thermopile LWIR Image Sensor
with Silicon Lens
Thermal Imaging and Sensing 2021 | Sample | www.yole.fr | ©2021
YOLE GROUP OF COMPANIES RELATED REPORTS (1/2)
System Plus Consulting
21
Contact our
Sales Team
for more
information
21
Contact our
Sales Team
for more
information
FLIR Boson – a small, innovative, low power, smart thermal camera
core
Autoliv’s 3rd Generation Automotive Night Vision Camera with FLIR’s
ISC0901 Microbolometer
Melexis Far Infrared Thermal Sensor MLX90640
Thermal Imaging and Sensing 2021 | Sample | www.yole.fr | ©2021
YOLE GROUP OF COMPANIES RELATED REPORTS (2/2)
System Plus Consulting
2222Thermal Imaging and Sensing 2021 | Sample | www.yole.fr | ©2021
MICROBOLOMETER TECHNOLOGY AND COST COMPARISON
More info in SPC report
More info in SPC report
More info in SPC report
Package, ROIC, microbolometer die
and cost comparisons are included.
2323Thermal Imaging and Sensing 2021 | Sample | www.yole.fr | ©2021
IR DETECTOR TYPES & TECHNOLOGIES, BY WAVELENGTH
0.72µm 1.4µm 5.6µm 10µm 1000µm
NIR MWIR LWIR Far IR
3µm 8µm 14µm
SWIR
0.9µm
Coole
dU
nco
ole
d
NIR CMOS, CCD
QWIP InSb
MCT MCT
T2SL T2SL
Cooled: for more
sensitive applications
(photon level), active
cryo-cooling is needed.
Material analysis
Thermography
Passive vision enhancement (emissive)
Active vision enhancement
(reflective)
ThermographyHigh T°C thermography
Other commercial/military applications
Tech
nolo
gy
Applic
atio
ns
Pyroelectric (PIR)
Thermopiles
Thermopiles (Semiconductor metal)
SiGe QW
Microbolometer (a-Si, VOx)
Pyroelectric (PIR) – LiTaO3, BST
PbSeInGaAs
Material analysis
2424
BACK FROM FEVER DETECTION TO A MORE CLASSICAL PRODUCT MIX
I3 systems, TE-SQ1
FLIR T865
Guide Mobil Air
IRay monocular-Eye II v3
Pulsar Thermion 2
Ulefone Armor
11T 5G3M Scott V320
Hikvision HeatPro serie
Fever
detection
FLIR Vue TZ20-R
Thermography
Professionals oriented
Consumers orientedSurveillanceGuideIR
Hikvision
2020 2021
Fluke TiS55+ & Ti 75+
New products
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2525Thermal Imaging and Sensing 2021 | Sample | www.yole.fr | ©2021
THERMAL DETECTOR APPLICATIONS – MARKET OVERVIEW
Motion detection
Low-end temperature measurement
Gas and fire detection
Smart buildings
Spectroscopy
High-end temperature measurement
Applic
atio
ns
$XXM
$XXM
$XXM
$XXXM$XXM
$460M
$XXM
$XXMX% CAGR
$XXMX% CAGR$XXM
X% CAGR
$XXMX% CAGR
$598M+5% CAGR
$XXMX% CAGR
$XXMX%
CAGR
2021
2026
2626
$6.2B
THERMAL CAMERA APPLICATIONS – MARKET OVERVIEWA
pplic
atio
ns $8.8B
+7% CAGR
2021
2026
Thermography
Firefighting
PVS
Automotive
Surveillance
Ruggedized
Other commercial (UAV, EVS…)
Military
$XXM
$XXM
$XXM$XXM $XXM
$XXM
$XXM
$XXM
$XXMCAGR X%
$XXM
$XXMCAGR X%
$XXMCAGR X%
$XXMCAGR X%
$XXMCAGR X%
$XXMCAGR X%
$XXMCAGR X%
$XXMCAGR X%
$XXMCAGR X%
Other (Plug-in for smartphone, Smartbuilding, Maritime)
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WHERE ARE THERMAL DETECTORS USED?
Pyroelectric Thermopile
From more
traditional motion
sensing to smart
building and smart
home applications
From more
traditional T°
measurement
applications, to smart
building and smart
home applications
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MARKET TRENDS IN THERMAL DETECTORS
Main pillars
Every main trend isrelated to smart buildings and smart homes. We are living at the era of IoT.
Motion detection
Gas (& refrigerant) detection
Firedetection
Access control
Body T°measurement
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PROLIFERATION OF THERMAL DETECTORS IN SMART HOME PRODUCTS
Amazon uses thermal sensors (PIR, pyroelectric) from variousmanufacturers, across a widerange of smart home products.
Photos are a courtesy of System Plus Consulting
Amazon Echo Flex
Amazon Ring Mailbox
Amazon Ring Stick-up Cam
Amazon Ring Video Doorbell
Source: Youtube
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30
THERMAL IMAGERS MARKET TRENDS
An overview of thermal imagers
Covid-19 crisis educated the market to thermal imaging. Manufacturers push toward a multitude of applications.
• In 2020, Covid-19 crisis rose a massive demandfor thermal imagers for EBT/EST.
• In 2021 interest for such application decreases.But this “blip” educated the market which isnow more familiar with thermal imaging.
• This trend from the customer side isaccentuated by thermal imager manufacturerswhich make efforts trying to find new usecases for thermal imaging.
• As a result, the overall market is doing well andalmost all segments are growing.
Market growth main differences:
EBT/EST 2020
Thermography
PVS
Etc
Thermography
PVS
Surveillance
2021Firefighting
EBT/EST
Drones, others
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WHERE IS SURVEILLANCE NEEDED?
Thermal cameras could be used in many use-cases
Infrastructure
Transportation
City surveillance
Public places
Commercial
Industrial and defense
Enterprises & data centers
Banking & financial buildings
Hospitality centers
Retail stores & malls
Warehouses
Industry automation
Prison & correctional facilities
Border surveillance
Coastal surveillance
Public facility
Healthcare buildings
Educational buildings
Government buildings
Religious buildings
Consumer
Indoor
Outdoor
Doorbells
32
THERMAL IMAGERS MARKET TRENDS
Automotive thermal imaging: new projects and partnerships
Thermal imaging can be used in different manner in automotive.
• FLIR partners with Foresight to developthermal cameras in automotive. One resultfrom this partnership is the bispectrumvideo system integrating two visible imagesensors with two thermal imagers forADAS 3D stereo thermal imaging
• Veoneer has won a contract with Cadillacto provide thermal cameras for nightvision and pedestrian detection.
• Adasky started a production contract withAmerican car OEM. We believe it could beGeneral Motors because they already usethermal technologies in their Super Cruisesystems. The Viper system will be integratedfrom 2023 and should prevent from forwardcollision.
QuadSight
??
Thermal Imaging and Sensing 2021 | Sample | www.yole.fr | ©2021
3333Thermal Imaging and Sensing 2021 | Report | www.yole.fr | ©2021
THERMAL IMAGER MANUFACTURERS MAP
Microbolometer technologies:
a-Si, VOx, Other technologies
The thermal camera supply chain is more complicated and is scattered worldwide: imagers (FPA/ROIC),
retinae, lenses, packaging, and system assembly may all be produced in different locations.
Here, only imager manufacturers are shown, some of which might be more vertically integrated (FLIR,
Seek, Hikvision, GuideIR).
Main players in
defense market (FLIR,
BAE, DRS) and very
strong in commercial
market (FLIR, SEEK)
Chinese manufacturers are
pushing strong and become
highly competitive
• 1 EU leader (Lynred)
• Israel strong in defense
applications
Korea is developing
in commercial and
military applications
(HK)
3434
THERMAL IMAGER MANUFACTURER SHIPMENTS – MARKET SHARE ESTIMATES
2,734ku 2,517ku
11
2 34
4 23
Shipments by player (ku)
Thermal Imaging and Sensing 2021 | Sample | www.yole.fr | ©2021
3535
CHINESE PLAYERS STABILIZE THEIR SHIPMENTS MARKET SHARE
Chinese
18%
Everyone
else
82%
2019
Chinese
39%
Everyone
else
61%
2020
Chinese
38%
Everyone
else
62%
2021
Chinese
40%
Everyone
else
60%
2026?
Chinese
65%
Everyone
else
35%
2026?
Traditional applications come back
Intelligent/emerging applications??
EBT/EST
Etc
Machine
vision?
Thermal Imaging and Sensing 2021 | Sample | www.yole.fr | ©2021
3636
TECHNOLOGY TRENDS: PACKAGING EVOLUTION
Detectors
From
Imagers
Ceramic MetallicTO-can
SMDWLPTo
Thermal Imaging and Sensing 2021 | Sample | www.yole.fr | ©2021
3737
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