Machine Vision
Market Analysis of 2015
Isabel Yang CHINA Machine Vision Union
1.Machine Vision Market Analysis of 2015
Content 1
Revenue of Machine Vision Industry in China
Year 2015, China machine vision market make a 19.5% growth.
Between 2012-2015 China MV industry reached 22.4% CAGR.
Two Major driving factors for 2015 China growth, especially in electronic industry.
• Extensive Vision system requests from final assembling transfer to key components inspection, battery etc.
• Focus from manufacturing process to quality control process for better quality and cost saving.
1,976
2,565 3,038
3,631
18.4% 19.5%
0
0.02
0.04
0.06
0.08
0.1
0.12
0.14
0.16
0.18
0.2
-
500
1,000
1,500
2,000
2,500
3,000
3,500
4,000
2012 2013 2014 2015
Revenue Growth
2012-2015 (Unit: Million Yuan)
Product Segmentation of MV Industry Sales in China
31.2%
25.3%
14.5%
9.3%
8.0%
4.8%
3.1%
2.1%
1.7%
0% 5% 10% 15% 20% 25% 30% 35%
Cameras
Application-specifid Vision Systems
Lighting
Optics
Smart Cameras/Compact Systems/Vision Sensors
Frame Grabbers/Vision Processor Boards
Other Vision Accessories
Interfaces and Cables
Vision Software
Camera occupies the largest segment of the market, accounting for about 31%
The application-specific vision systems occupies 25% market, continuously high growth .
Optical market share reduced 9%, for some local low cost products get more share.
Other vision products share a 19.7% market
4%
3%
8%
The Growth of MV Industry Sales in China
Smart Cameras / Compact Systems get the highest growth rate at 28%.
Cameras get the second largest growth the same with application system, at 24% ratio.
Optical, Lighting and frame grabbers all get around 20% growth.
1,133
919
526 338 290
174 113 76 62
24% 24%
19%
23%
28%
21%
6% 7%
13%
0%
5%
10%
15%
20%
25%
30%
-
200
400
600
800
1,000
1,200
Cameras
Application-specifid Vision System
s
Lighting
Optics Sm
art Cam
eras/Compact
Systems/Vision
Sensors
Frame
Grabbers/Vision Processor Boards
Other Vision
Accessories
Interfaces and Cables
Vision Software
2015revenue
2015growth
Million RMB
Sales Segmentation of Manufacturing and Non-Manufacturing in China
85.3%
14.7%
Manufacturing Non-manufacturing
Manufacturing markets keep more than 85% share of the market.
Non- Manufacturing investment slow down partly due to government
anti-corruption carrying out.
83%
17%
Year 2015 Year 2014
Major Market Segmentation - Manufacturing Sectors
Electronics and printing are the 2 biggest markets, at the same time with good growth.
FPD, robot and battery are the top3 rapid growth industries, get more than 25% growth.
Automotive, medical, packaging, semi and food are the 5 middle size and middle growth inducties.
598
375 375
251 198 189 186 177
149 136 84 71 71 71 62
34 31 22 19
21%
21%
33%
11%
23%
15% 18%
12%
29%
14%
4%
26%
12% 12%
-4%
5%
-1%
3%
-3%
-10%
-5%
0%
5%
10%
15%
20%
25%
30%
35%
-
100
200
300
400
500
600
7002015 Revenue Growth
Million RMB
Major Market Segmentation - Non-manufacturing Sectors
Driven by the government, railway become the biggest and fastest growth market.
Military, ITS and life science are the 3 big market and all with more than 25% growth.
MV Widely used in Microscopy and Life Sciences, it occupies 15% market.
137
123 112
80
26 25 15 15
37%
27% 35%
25%
8%
37%
3%
-3%
-10%
-5%
0%
5%
10%
15%
20%
25%
30%
35%
40%
-
20
40
60
80
100
120
140
160
Railway MilitaryDefense
ITS MicroscopLife Science
Security LogisticsPostal Sorting
DocumentProcessing
Entertainment
2015 Revenue GrowthMillion RMB
2. Brief Introduction of the Main Industry of CHINA
Content 2
Industry Revenue of Electronic Component Manufacturing
8,821
9,917 10,304
11,228 11,675
12.4%
3.9%
9.0%
4.0%
0%
2%
4%
6%
8%
10%
12%
14%
-
2,000
4,000
6,000
8,000
10,000
12,000
14,000
2011 2012 2013 2014 2015
Revenue Growth
2011-2015, CAGR of the sales revenue is 7%, 2015, sales revenue keep on growing at average 4%. Machine vision keep high growth by manufacturing structure transformation.
Machine vision get
Million RMB
33% growth in FPD
18% growth in semiconductor
Outdistance the normal growth
Industry Revenue of Integrated Circuit Manufacturing
3,045 3,149 3,310
3,518 3,681
3.4%
5.1% 6.3%
4.6%
0%
1%
2%
3%
4%
5%
6%
7%
-
500
1,000
1,500
2,000
2,500
3,000
3,500
4,000
2011 2012 2013 2014 2015
Revenue Growth
2011-2015, CAGR of the sales revenue is 4.8%, In 2015 sales revenue achieve 4.6% growth. Machine vision keep high growth by manufacturing automation updates.
Million RMB
Machine vision get
21% growth in electronic industry
Industry Revenue of Automobile and Auto parts in China
6,464
7,308 8,012
8,595 9,175 13.1%
9.6%
7.3% 6.7%
0%
2%
4%
6%
8%
10%
12%
14%
-
1,000
2,000
3,000
4,000
5,000
6,000
7,000
8,000
9,000
10,000
2011 2012 2013 2014 2015
Revenue Growth
2009-2015, China automobile manufacturing industry growth slows down from around 10% to 5%-6% percentage. Machine vision keep high growth by higher quality of requirements.
20,005
23,011
26,017
29,074 30,744
15.0%
13.1%
11.8%
5.7%
0%
2%
4%
6%
8%
10%
12%
14%
16%
-
5,000
10,000
15,000
20,000
25,000
30,000
35,000
2011 2012 2013 2014 2015
Revenue Growth
Automobile Auto parts Million RMB Million RMB
Machine vision get 11% growth in automotive
3.Forecast and main driven factors in the future.
Content 3
Revenue Forecast of Machine Vision Industry
4357
5316
6379
7782
9494
20%
22%
20%
22% 22%
19%
20%
20%
21%
21%
22%
22%
23%
0
1000
2000
3000
4000
5000
6000
7000
8000
9000
10000
2016E 2017E 2018E 2019E 2020E
Revenue Growth
21%-22% estimated CAGR in term of sales revenue in China in next five years.
Domestic Industry Scale will surpass 10Billions after 2020, roughly $1.5Billions
China will driver Asia(Not include Japan) to the largest market before 2020.
2016-2020 (Unit: Million Yuan)
Key driven factor – China Policy Made in CHINA 2025
• Before 2025, Improve the intelligent manufacturing abilities.
Reduce 50% making cost • Shorten 50% production cycle • failure goods reduce 50%。
A technology fusion between Information tech and manufacturing tech.
Union development and industrialization of Intelligent device and smart products by Government, Universities and Enterprises.
Replacing workers with Robots in key posts, Building demonstration Smart factory and smart workshop.
Stimulate advanced region/application/enterprises to apply intelligent process management, smart machine, new manufacturing mode and mart service.
Build up the Intelligent manufacturing platform
Automation Upgrade Quality is key to win
• CHINA” Middle Class” requests • Worldwide Competition. • Process quality control for costs
saving
New manufacturing process
•Leading role in IT new products with innovation, consumer electronics, battery, VR products, UAV…. • → new technologies • → new material • → new manufacturing process
Local Capital Market
• Optimistic forecast making “Hot Region”
• Following government strategy more more stimulus policies coming.
• Big companies join the table. • Overseas company acquisition starts
• High cost human. • Robots more application specific and
affordable. • Existed devices upgrades. • Production flexibility. • Production Intelligence.
Key driven factor – China Policy Made in CHINA 2025
Made in CHINA 2025 – Core Technologies relate to Machine Vision
——选自国家制造强国建设战略咨询委员会编制的《中国制造2025》重点领域技术路线图
Core products: (1) 智能制造基础通信设备 Basic communication equipment
(2) 智能制造控制系统 intelligent control system
(3) 新型工业传感器 New industrial sensors
(4) 制造物联设备 Manufacturing equipment
(5) 仪器仪表和检测设备 Instruments and testing equipment
(6) 制造信息安全保障产品 information security products
关键技术: (1) 制造信息互联互通标准与接口技术 制订制造信息互联互通的技术标准,重点研究制订智能装备、数字化车间/工厂的技术标准和规范。研究制造信息互联互通的接口技术,提供设备与设备之间、设备与系统之间协议互操作整体框架、协议互操作服务接口定义,支持异构协议设备的互联互通与协同工作。 (2) 工业传感器核心技术 Industry key sensor 研究传感器无线通信技术、传感器信号处理技术、传感器可靠性设计与试验技术、传感器精密制造与检测技术( Sensor precision manufacturing and testing technology) (3) 人工智能技术 AIT ( artificial intelligence technology ) 研究知识工程、情景感知、模式识别(mode recognition)、自决策、自执行、可视化(visualization) 等关键技术,提高智能制造核心信息设备的智能化水平。 (4) 增强现实技术 (Augmented Reality) 研究三维空间RFID注册定位技术、工业物联网信息三维空间建模、搜索、显示与交互技术。
《Made in CHINA 2025》Core technology development
Guideline #4: Final Slide / Contact
Name : Isabel Yang Title GM of LUSTER Company LUSTER Light Tech. Beijing, CHINA 8610-52349688 [email protected]
Thanks for your attention!
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