Uncooled Infrared Cameras and Detectors for Commercial and
Transcription
Uncooled Infrared Cameras and Detectors for Commercial and
Uncooled Infrared Imaging Technology & Market Trends 2013 Commercial & Military Applications DRS FLIR ULIS DeWALT NEC Magnity Fluke Table of Contents (1/3) Table of Contents Camera Cores Becoming a key business Camera Cores : Becoming a key business, driven by surveillance Glossary Zoom on FLIR cores sales evolution Camera Pricing Evolution in commercial markets Trends in IR Optics Cameras : Material Trends Companies Cited in this Report Definitions Trends in IR Optics Cameras : Cost Reduction Trends Trends in IR Optics Cameras : Market Players by Materials Market Research Scope and Methodology Comparison With CMOS Image Sensor Evolution IR Cameras and thermal sensors : Vision for 2020 IR Cameras New Applications in the Future Zoom on China IR cameras manufacturing Comparison with 2012 report Changes for the 2013 report Executive Summary 2011, 2012, 2013 Acquisitions and Alliances Noteworthy News since 2011 Overview of IR Detection Technologies p 43 IR Camera Market Analysis : Thermography Market Thermography market : 2012-2013 evolutions Thermography Camera Categories Thermography Cameras Market forecast in revenues ($M) Thermography Cameras :Market forecast in shipments (units) FLIR, Fluke, Milwaukee, DeWALT : Low price cameras are getting cheaper and cheaper Top Power Tools Companies Enter the Thermal Imaging Business ‒ IR Technologies Wavelength segmentation Top Power Tools Companies 2012 market Shares ‒ ‒ ‒ ‒ The different IR wavelengths Infrared Imaging Functions Infrared Wavelengths, Functions, and Markets IR Technologies Wavelength segmentation TTI – Milwaukee Launched a Thermal Camera in July 2011 First Tool Company to Enter the Thermal Imaging Business A new IR tools category : visual thermometer Analysis of IR Sensor Technologies for Thermography Applications ‒ ‒ IR imager Technologies Cooled and Uncooled IR Imaging Technologies DeWALT Announced Their First Imaging Thermometer Available June 2012 at Less Than $1000 ‒ ‒ ‒ ‒ IR imagers: Two Approaches The different IR technologies The different IR technologies The different IR technologies Fluke Announced Their First visual Thermometer Available Nov 2012 at Less Than $1000 Magnity introduce a camera at $ 900 in Dec 2012 Thermography Market : A Strong Price Erosion Thermography Cameras :Market players ‒ ‒ ‒ Imager Classification & Materials Uncooled Technologies vs. Wavelength vs. Players Players & Technologies for Uncooled IR Imagers Irisys acquisition by Fluke : which impact ? Predictive Maintenance Electrical and mechanical Building Inspection ‒ Conclusions on IR Technologies Other Thermography Applications FLIR Thermography History of Sales Revenues drop but volumes continued to grow in 2012 Thermal & quantum IR detection : Uncooled thermal detection : Uncooled quantum detection : Cooled quantum detection Uncooled thermal Imaging Camera Market Analysis p 62 p 84 FLIR Thermography Cameras Price Elasticity Uncooled thermal camera Price Breakdown Example of Thermography Camera : Dewalt DCT416S1 Uncooled thermal Camera Business Models and Trends IR Thermography Camera Product Range Positioning of main manufacturers Uncooled thermal cameras Market forecast in revenue ($M) Uncooled thermal cameras Market forecast in shipments (units) IR Thermography Camera Supply-Chain From imagers to cameras, a worldwide coverage Breakdown by Main Application Field : Commercial vs military Portable Test & Measurement Market :Strong synergies with thermal imaging market Uncooled thermal Cameras : Main manufacturers positioning Portable Test & Measurement Market :Players and investment in thermal imaging Zoom on FLIR Commercial sales evolution Portable Test & Measurement Market : Players and investment in thermal imaging Uncooled thermal Camera Players and Trends Main Thermography Trends for 2018 © 2013 • 2 Uncooled thermal Camera Trends Copyrights © Yole Développement SA. All rights reserved. Table of Contents (2/3) IR Camera Market Analysis : Surveillance Market p 116 Autoliv FIR Night Vision Roadmap FIR night vision challenges FLIR- Autoliv Automotive Sales forecast Automotive FIR Thermal Cameras : Market forecast in $ and units Automotive FIR Thermal Cameras : Total available market Automotive Thermal Camera Pricing : Strong price erosion Automotive market segment : The challenge of price erosion & high volume Automotive FIR Night vision Aftermarket Night Vision Infrared Tier One Suppliers : Autoliv and Bosch dominate the market IR Automotive Vision Enhancement Camera Supply-Chain Bosch FIR Imager Development From Adose project to RTFIR project German “Firkam” Project Microbolometer development for automotive Surveillance market : 2012-2013 evolution Surveillance Thermal Camera Categories Market segmentation Product evolution trends Race toward low-cost cameras Market forecast in revenue ($M) Market forecast in shipments (units) Prices are coming closer to thermography cameras : Price war is increasing between FLIR, Axis and DRS Strong price erosion in middle-end cameras Positioning of main uncooled thermal camera manufacturers A new but conservative market Visible surveillance cameras market leaders : Involvement in Thermal Camera Business Car Models with NIR Vision Systems Surveillance/CCTV Players : Adoption of Thermal Cameras Many Big Players Have Adopted Thermal Cameras NIR Night Vision Camera Market Night Vision Functions Towards Pedestrian Collision Mitigation Market Players Fusion NIR – Radar : The best solution for pedestrian collision mitigation New application: traffic monitoring Long-Term Projection: night vision for autonomous vehicles Supply-Chain Worldwide coverage of imagers, core and cameras Trends for 2018 Automotive Thermal FIR business Conclusions IR Camera Market Analysis : Automotive Market p 144 IR Camera Market Analysis : Fire Fighting market segment p 193 Automotive market segment : 2012 overview Overview Automotive market overview: huge volume market driven by price/performance Main players Advanced Driver Assistance Systems (ADAS) Market introduction Product requirements Automotive market segment Transition from Passive to Active Safety Major market drivers Fire Fighting Camera Supply-Chain Automotive visible CMOS cameras :Multiple functions available Automotive visible CMOS cameras :The dominant ADAS technology Automotive Radar technology : Many functions available Automotive radar business forecast Positive influence of rating organizations Automotive Vision Enhancement : NIR vs FIR detection Automotive Vision Enhancement : A few players in night vision NIR active Driver Assistance System FIR Passive Driver Assistance System: Autoliv generation 2 Importance of China in FIR night vision systems sales FIR Passive Driver Assistance System: Autoliv generation 3 BMW Dynamic Light Spot presented in Sept 2011 Many new models adopted FIR night vision since 2009 FIR camera requirements Night vision market growth drivers Next step for night vision : fusion NIR-FIR FIR Passive Driver Assistance System: Autoliv generation 4 © 2013 • 3 Copyrights © Yole Développement SA. 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IR Camera Market Analysis : Marine market segment IR Camera Market Analysis : Personal handheld night vision segment p 204 IR Camera Market Analysis : Smartphone market segment p 206 p 200 Table of Contents (3/3) IR Camera Market Analysis : Military Markets p 210 Uncooled thermal imagers : 2012 & 2018 market estimates by format Microbolometers Pixel size and format trends IR Microbolometer Price Decrease a-Si and Silicon Based Microbolometers Market drivers Microbolometer Newcomers Microbolometer Manufacturer’s New Product Lines Array size & pitch size Introduction to Military Applications Military Thermal Camera Market : US and ROW 2013 - 2018 forecast in units Key facts in Military Applications Military thermal vision camera market :Forecast in revenue ($M) Military Vision Camera Market : Forecast in shipments (units) Infrared Military Camera Players Newcomers Time to Market Military Infrared Systems Market : Main players positioning and ranking a-Si Microbolometer Technology roadmaps Military Infrared Systems Market : Main players location Microbolometer Supply Chain With peripheral players Overview of Military Infrared Cameras Supply-Chain From imagers to cameras, a worldwide coverage Thermopiles and Pyroelectric arrays players Thermal Weapon Sight (TWS) Thermal Weapon Sight Market Features Uncooled thermal imaging Drivers and trends Thermal Weapon Sight Programs Trends in LWIR UFPAs Thermal Weapon Sight (TWS) BAE product evolution from 28 to 17 micron imagers New CMOS-Compatible Approach Mitsubishi Electric/Toshiba (uncooled SOI FPAs) Thermal Weapon Sight (TWS) DRS product range and evolution from 25 to 17 microns New CMOS-Compatible Approach : Mikrosens New CMOS-Compatible Approach: Bosch (suspended thermo diodes) Vehicle Vision Enhancement New Material Approach : SiGe (Sensonor) Vehicle Vision Enhancement : Market Features New R&D Approaches Vehicle Vision Enhancement : BAE Product Range New Packaging Approaches: Wafer-Level Vacuum Packaging Towards a Larger Field of View : Driver Vision Enhancement (DVE) New Packaging Approaches: ULIS Pixel Level Packaging (PLP) Portable Soldier Vision Enhancement New Packaging Approaches: Impact of TSV on pixel array interconnects Portable Soldier Vision Enhancement :Product range New Packaging Approaches : Project DARPA LCTI-M Remote Weapon Stations (RWS) Microbolometer : 12µm pixel pitch trend Missile Seekers Low resolution IR imagers for thermography : New technologies enter on the business Other Military Applications Infrared Detector Technologies : Pyroelectric hybrid ceramic arrays (Irisys) Some of the main military contracts Pyroelectric thin film processing techniques Military Market Conclusions Infrared Detector Technologies : Thermopile detector Trends in IR Optics IR Materials by Players State of the Art NETD/Pixel Size/FPA Arrays for the Latest Generation Uncooled thermal imager/ microbolometer Market Analysis p 241 Uncooled thermal imaging technological evolutions Uncooled thermal Imagers : Microbolometer is the leading technology but other technologies penetrate the low-end of the market Multispectral Imaging Trend Uncooled thermal Imagers : 2013 – 2018 Forecast in revenue ($) IR fusion Application Matrix Uncooled thermal Imagers : 2013 – 2018 Forecast in shipments (Units) The value of the ROIC Uncooled thermal imager manufacturers : Geographical distribution The Different ROIC Integration Approaches Current uncooled thermal Players : Geographic production breakdown Current Microbolometer Players : A concentrated market Uncooled thermal imagers manufacturers : 2012 market shares in units Microbolometer Manufacturing : Production outsourcing to foundries Microbolometer Manufacturing : Continuing internal production Current Microbolometer Foundries Microbolometer Product Line Resolution : Higher resolution a continuous target © 2013 • 4 Copyrights © Yole Développement SA. All rights reserved. p 267 Conclusions p 315 Yole Développement p 322 Definitions • • An infrared thermal camera is a thermal system which converts infrared (IR) radiation into visible image. The main parts of an IR camera are: Camera • • • Camera core (with Imager/sensor Pixel electronics and sometimes IR lenses) (Uncooled Focal Plane Array - UFPA) (each sensor is made of an array thousands of pixels) Cores are the modules that include imagers + electronics and sometimes lenses. Without lenses it is also called a video engine. Imagers are also called UFPA (Uncooled Focal Plane Arrays) or IR sensors. Detectors provide only a detection signal and not image, and are covered in Yole’s 2013 report on IR detectors market & technology trends. An imager can have various formats (1024 x 768 to 16 x 16) and pixel pitch (usually from 17µ to 40µ in 2012). © 2013 • 5 Copyrights © Yole Développement SA. All rights reserved. Market Research Scope and Methodology • Market research scope – The report surveys the Long Wave Infrared (called LWIR or FIR) uncooled imaging camera and imager markets for both commercial and military businesses. – See Yole “Infrared detector market” 2013 report for in-depth analysis of IR detectors applications & technologies (from one to 100x100 pixels). – An overview of the Near Infrared (NIR), Short Wave Infrared (SWIR), and Medium Wave Infrared (MWIR) technologies is also presented. – Market forecasts are done for the 2013 – 2018 period in shipments (units) and in revenue ($M). • Methodology: – This research has been prepared based on: • Primary information sources: direct interviews with companies all along the value chain (imager manufacturers, camera manufacturers, camera distributors, final users). • Secondary information sources: conferences, web sites, newsletters.... – All data, graphs, tables, and calculations in this report are based on Yole Développement’s investigation. © 2013 • 6 Copyrights © Yole Développement SA. All rights reserved. Market Research Scope and Methodology Price Yole Développement – July 2013 $1000 Uncooled thermal imaging Report $100 $10 Infrared Detectors Report $1 Resolution 4x4 © 2013 • 7 8x8 16x16 Copyrights © Yole Développement SA. All rights reserved. 32x32 64x64 80x80 160x120 Changes for the 2013 Report New content compared to 2012 version • Addition of a new sensor segment (low resolution –other technologies than microbolometers) in the market forecast • Addition of three new market segments : Smartphones, Personal vision systems, Missile seekers • Addition of two thermal sensor manufacturers : Irisys (UK) & GWIC (CN) • In-depth analysis of: – Thermography market: – • Introduction of a new ultra low end thermography tool category : visual thermometer. Adoption of the pyroelectric sensor technology (Irisys) for these new tools. • Addition of Irisys and GWIC Market estimates revised in 2010 & 2011. Surveillance market: – • Better understanding of the market segmentation • Key trends and challenges Automotive market: – • Analysis of the night vision functions vs cost compared to visible cameras and radar technologies • Addition of the aftermarket business in market forecast Market estimates revised in 2010 & 2011. Firefighting : • Market shares of main camera makers. Analysis of the competitive landscape and dynamic with the arrival of FLIR. • Identification of current technological trends and on-going developments. • Latest industry news and analysis of the new market entrants and exits. © 2013 • 8 Copyrights © Yole Développement SA. All rights reserved. Uncooled thermal imaging Market forecasts at camera level © 2013 • 9 Copyrights © Yole Développement SA. All rights reserved. Microbolometer Manufacturers Market shares evolution © 2013 • 10 Copyrights © Yole Développement SA. All rights reserved. Thermography market New technologies & strong price erosion © 2013 • 11 Copyrights © Yole Développement SA. All rights reserved. Surveillance: growing but price sensitive Vertical integration vs camera manufacturing © 2013 • 12 Copyrights © Yole Développement SA. All rights reserved. Automotive night vision A concentrated market © 2013 • 13 Copyrights © Yole Développement SA. All rights reserved. Military market Sales decline due to delayed US programs © 2013 • 14 Copyrights © Yole Développement SA. All rights reserved. New applications Smartphones & personal vision systems © 2013 • 15 Copyrights © Yole Développement SA. All rights reserved. Technology analysis © 2013 • 16 Copyrights © Yole Développement SA. All rights reserved. Available MEMS Reports Uncooled Infrared Imaging Techology & Market Trends New! MEMS Pressure Sensor New! Status of the CMOS Image Sensors Emerging MEMS Status of the MEMS Industry New! New! MEMS Front-End Manufacturing Trends 17 New! Technology Trends for Inertials MEMS Infrared Detectors Technology & Market Trends New! IMU & Gyro for Defense, Aerospace & Industrial New! MEMS Microphone Sensor fusion of acceleros, gyros & magnetometers © 2013 • RF Filters, PAs, Antenna Switches & Tunability for Cellular Handsets MEMS for Cell Phones and Tablets Copyrights © Yole Développement SA. All rights reserved. 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