With the accelerated development of 5g + AI, can Chinese local machine vision enterprises overtake?
The core of industrial machine vision is to recognize, measure and judge objects by “machine eye” instead of human eye. Industrial machine vision has the advantages of high perception efficiency, high accuracy and basically unmanned. It is the core technology to realize industrial automation. In recent years, the share of China’s local machine market has continued to rise. At present, China’s machine vision overseas brand agent group is large, but with the innovation and upgrading of China’s machine vision technology and cost-effective advantages, the number of Chinese machine vision local enterprises has increased steadily. In 2020, the market scale of Chinese local brands exceeded that of overseas brands for the first time
Industrial machine vision has the advantages of high perception efficiency, high accuracy and basically unmanned. It is the core technology to realize industrial automation
(1) The industrial machine vision system can work continuously and efficiently, the shutter time can reach about 10 microseconds, and the frame rate of high-speed camera can reach more than 1000, which helps to improve the operation speed of the production line; (2) compared with human vision, the machine vision has higher accuracy, can observe micron level targets, and is not affected by environment and temperature; (3) Industrial machine technology can largely replace manual detection, reduce personnel use cost and reduce the occurrence of human errors
The upstream of China’s machine vision industry chain is the core hardware and image processing software. The midstream includes system integrators and complete equipment manufacturers, and there are many downstream application fields
Light source system, industrial camera and industrial lens are the core components of machine vision. Benefiting from the innovation and upgrading of China’s machine vision technology, the number of local machine vision enterprises in China has increased steadily. There are many downstream application fields of the machine vision industry, mainly consumer electronics and semiconductors, automobiles and pharmaceuticals. Among them, the products of consumer electronics industry have the characteristics of short life cycle and fast update iteration, and the requirements for product detection precision are rising, which is expected to drive the rapid growth of machine vision application demand
At present, the foreign-funded enterprises represented by keens and Connell have the advantages of core software, hardware and system integration, occupying the first echelon of China’s machine vision industry
At present, the world’s leading machine vision suppliers mainly include kenex, Cognex, hexcon and CCS. Among them, Cognex and kenex occupy more than 50% of the global market. Both enterprises provide testing equipment and corresponding solutions based on core parts technology. The second echelon is Chinese enterprises whose technologies and products are recognized by the market, including Opt Machine Vision Tech Co.Ltd(688686) , Suzhou Tztek Technology Co.Ltd(688003) Daheng New Epoch Technology Inc(600288) , Hangzhou Hikvision Digital Technology Co.Ltd(002415) etc. Among them, Opt Machine Vision Tech Co.Ltd(688686) as a leading enterprise in China, has significant competitiveness. It has successfully made its own core components such as light source, light source controller, lens and camera, and laid out software such as visual control system
