With the progress of science and technology and the expansion of consumer electronics application field, supplemented by the trend of Internet of things, intelligence and big data, the optical lens application continues to expand, such as the mobile phone, security control, car, medical and other industries are involved, the overall industry trend continues to rise.
Optical lenses usually consist of lenses, precision hardware, plastic parts, shutter/aperture, motors, sensors, and lens barrels.Due to the difference of optical design, the internal structure of different products is quite different, and the lens plays a decisive role in the resolution, contrast, depth of field and various aberrations and other main indicators. The quality of pixel depends on the level of optical design and the quality of optical lens material.
Lenses fall into two categories
Determine the quality of the camera
There are two types of lenses on the market, namely glass and plastic lenses. The differences between them mainly lie in the aspects of cost, optical properties, application, manufacturing process, weight and tolerance.Glass lens is better than plastic lens in light transmittance, refractive index and other optical properties and tolerance, which is commonly used in professional cameras, telescopes, medical instruments and automotive products.Plastic lenses have the advantages of lower cost and lighter weight, and are widely used in mobile phones, glasses and other products that pay attention to lightness, shortness and portability.
The raw material of glass lens is optical glass, which is mainly supplied by Japanese commercial kohara and German commercial shoude, etc. At present, optical glass can be made into glass wool embryo after cutting, grinding, heating forming, precision tempering, testing and other steps. At present, lianyiguang (3441) is engaged in the production of glass wool embryo.As for glass lens, it is made after glass wool embryo is processed, the manufacturer that produces glass lens basically has today country light (6209), inferior light (3019) etc.The upstream raw materials of plastic lens are PC, PMMA and other engineering plastic raw materials, and the suppliers include huali (3010), chengmei material (4960) and so on.Plastic lens is a one-stop process, usually injection molding of raw materials to produce plastic embryo, and then through the process of cutting, coating, plastic lens can be produced, and plastic lens is a combination of multiple plastic lenses, plus photosensitive elements.
Electronics industry upstream
Applications continue to expand
The photosensitizer is usually divided into two types, namely the traditional CCD and the photosensitizer used in mobile phones. CMOS Sensor, which has been developing rapidly in recent years, accounts for more than 30% of the cost of optical lens.Samsung was next with about 18% of the market.Although the original phase (3227) is involved, it is still a low-grade product, accounting for about 2% of the market.
Optical lens is a capital-intensive industry integrating optical, mechanical and electronic technologies, which requires a large investment in automatic precision production and testing equipment and has a high technical content. Its process technology and production management level will directly affect the quality and yield of products and determine the cost advantage in market competition.
The perspective of the electronics industry as a whole, optical lens belongs to the upstream industry, according to the classification of information platform, industry value chain upstream of optical lens belongs to the computer and peripheral equipment, but with the development of technology and expand in the field of consumer electronics applications, security monitoring, biological identification requirements, such as supplemented by iot, intelligence and big data trend, continues to expand at the application of optical lens.Optical lens not only as a core component, a large number of used in security camera, smartphone, etc., and virtual reality (VR), smart home, vehicle, unmanned aerial vehicles, medical equipment and other fields to improve permeability, and the optical lens and the terminal application products exist one to one or more of a relationship, the overall industry trends continue upward.
From the economic daily