Optical lens: high-value optical components

As the key basic components of electronic terminals, optical lenses are mainly used in consumer electronics, automobiles, security monitoring, industrial control and other fields. With the advent of the new imaging era, the importance of the lens as the 'eye of equipment' in consumer electronics has become increasingly significant and has become an important medium for human-computer interaction. In recent years, the global demand for consumer electronic products has been strong, and the rapid development of VR/AR and the upgrading of smart phones have put forward direct requirements for the upgrade of the lens, and the industry has huge room for development. After continuous development, the optical lens industry has formed a complete industrial chain. Optical lenses are at the core of the optical component industry chain. The industry chain includes upstream optical lens raw materials (optical glass, optical plastics). The midstream optical components are mainly the manufacturing of optical components such as spherical lenses, aspheric lenses and filters, as well as glass lenses, The manufacturing of plastic lenses, glass-plastic hybrid lenses, etc., and the downstream are the application areas of optical lenses, including smart phones, tablets, sports cameras, smart driving, smart homes, security monitoring, etc., and VR/AR. The production of optical lenses mainly uses raw materials such as nitrate materials, plastic mechanical parts, metal mechanical parts, and electromechanical parts. The impact of raw materials provided by the upstream industry on optical lens products is mainly reflected in price factors and quality factors. For example, the price increase of electronic components and other materials will cause the ex-factory price of electro-optical lenses to increase; if the quality of optical raw materials cannot meet the industry standards, the quality of optical lenses will be difficult to guarantee or lens shipments. reduce. Optical lens is one of the most valuable optical components. The camera module consists of several lenses, VCM voice coil motor, spacer ring, image sensor, FPC, etc. Among them, image sensors, lenses, and voice coil motors are high barriers. In terms of value chain composition, image sensors account for approximately 52% of camera modules, followed by modules (20%) and optical lenses (19%). Optical lens industry chain introduction The upstream core components of optical modules mainly include optical lenses, CIS chips, filters, motors, etc.