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TrendForce 2024 Infrared Sensing Application Market and Branding Strategies focuses on four fast-growing application segments, namely the 1) Consumer Electronics, 2) Smart Cabin / ADAS (DMS / OMS), 3) Autonomous Driving, and 4) Industrial / Logistics / Home Appliance Automation. Additionally, TrendForce will explore business opportunities and analyze technical specifications associated with SWIR light sources (LED / VCSEL / EEL) and SWIR CMOS image sensors / photodetectors as their technologies become increasingly mature.
According to the report “TrendForce 2024 Infrared Sensing Application Market and Branding Strategies”, several topics will be the focus between 2024 and 2028, as end-market brands’ plans showed. These topics are: (under-display) 3D sensing, under-display proximity sensors, bio-sensing (skin-detect sensors and PPG), smart cockpit / ADAS- DMS / OMS, autonomous driving, industrial / logistics / home appliance automation, and smart city.
Consumer Electronics
Both Apple and Samsung will improve bio-sensing accuracy for their watches starting in 2024. Specifically, Samsung will install skin-detect sensors in its TWS, the Galaxy Buds, in 2024, while Apple is likely to adopt Micro LED and next-gen bio-sensing technology in 2026.
As for smartphones, Apple will adopt MetaLens technology to reduce the size of structured light in 2024, reapply under-display proximity sensors to the iPhone 17 Pro in 2025 and under-display 3D sensing in 2027. Both under-display proximity sensors and under-display 3D sensing will be powered by SWIR VCSELs, which help reduce sunlight / ambient light interference and the probability of white spot formation. According to TrendForce‘s survey, the PCE of 1,130nm VCSEL reached the level of >30% in 2H23. Specifically, ams OSRAM's 1,130nm VCSEL delivers absolutely outstanding product performance.
Moreover, leading brands including Apple, Sony, Meta, Microsoft, Google will continue announcing AR/VR products, giving rise to 3D sensing and eye tracking.
Smart Cockpit / ADAS- DMS / OMS
The EU’s General Safety Regulation recommends the installation of ADDW systems in new passenger cars, trucks, and buses starting on July 7, 2024 and mandates the system installation in all such new vehicles starting on July 7, 2026. The US NHTSA requests automakers, tier 1 suppliers, and autonomous driving technology developers to provide reports on crashes involving ADAS / autonomous driver Level 2 and above, which will prompt businesses to install event data recorders and DMS in L2 vehicles. Car makers’ compliance with proposed policies will give rapid rise to the DMS / OMS market.
ADAS / Autonomous Driving
Car makers plan to continue using LiDAR in 2024-2025 for ADAS / autonomous driving Level 3 (Highway Pilot), aiming to enhance driving safety and AEB performance. Leading players include Volvo, General Motors, Audi, Stellantis, Volkswagen, BMW, Hyundai, Hongqi, Changan, and Li Auto.
Industrial / Logistics / Home Appliance Automation and Smart City
Considering the existing labor shortage, manufacturers in Europe, the US, and Japan have been targeting at industrial automation. Installing LiDAR traffic flow systems in smart cities enables transportation authorities to collect accurate real-time road use data, analyze them, and figure out how to improve traffic flow for four wheelers, thereby ensuring safety for scooter riders and pedestrians. Businesses have also installed LiDAR systems in home appliances (i.e., robot vacuums and companion robots) to realize SLAM.
The diversity of said topics will expand the market scale of infrared sensing applications, which is likely jumping to USD 3.090 billion in 2028 with a 6% CAGR between 2023-2028, as TrendForce forecast. Based on the branding strategies, TrendForce analyzes the market scale, opportunities, challenges, product specifications and prices as well as supply chains related to infrared sensing applications. This report provides comprehensive insights that help our readers to develop marketing strategies for the infrared sensing market.
