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市場調査レポート
商品コード
1797628
世界と中国の電子バックミラー産業(2025年)Global and China Electronic Rearview Mirror Industry Report, 2025 |
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世界と中国の電子バックミラー産業(2025年) |
出版日: 2025年08月01日
発行: ResearchInChina
ページ情報: 英文 360 Pages
納期: 即日から翌営業日
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ResearchInChinaデータベースの統計によると、2024年通年の中国乗用車プリインストール市場におけるストリーミングメディアバックミラーの搭載数は64万7,000台に達し、前年比11.5%増となっています。2025年1月~5月のストリーミングメディアバックミラーの搭載数は38万3,000台に達し、前年同期比86.2%増となっています。搭載率では、2025年1~5月のストリーミングメディアバックミラーの搭載率も上昇し、2024年通年の2.8%から4.5%に上昇しました。
搭載モデル別では、2025年1月~5月に、中国でストリーミングメディアバックミラーを搭載し、売上があった乗用車は計114モデルでした。中でも、複数ブランドの多くのモデルがストリーミングメディアバックミラーを標準装備し始めました。例えば、Xpeng P7+/X9のような多くの人気モデルのストリーミングメディアバックミラー製品は、すべてYuanfeng Technologyが提供しています。
サプライヤーシェアでは、Yuanfeng Technologyが8年連続で市場シェアの55%超を占めています。2025年1月~5月、遠峰科技のストリーミングメディアバックミラーの市場シェアは59.0%に達し、2025年通年では70%を超えると予測されます。現在、Yuanfeng Technologyがサポートする顧客には、複数の主要な新興OEM(Xpengを含む)、SAIC-GM、Great Wall Motor、GAC Trumpchi、Mercedes-Benzなどの15を超える国内外のブランドが含まれ、60を超える車両モデルの量産に協力しています。
現在、Yuanfeng Technologyのストリーミングメディアバックミラーは第5世代まで発展しています。この製品は極めて狭いベゼル設計を採用し、超高輝度のディスプレイ画面と極めて低いシステム遅延を両立させています。さらに、第5世代の製品は、AI画像最適化アルゴリズムを利用し、超高感度ノイズ低減、暗視機能強化、雨や霧の透過、超解像などの効果を実現しています。従来のISP画像処理の画質限界を突破し、継続的な反復学習による継続的な最適化を実現します。
搭載数の点では、CMSはまだ成長が緩やかな段階にあります。2024年、CMSがプリインストールされ、売上があった乗用車モデルはわずか5モデルでした。2025年1月~5月に、この数は10に増加しました。CMSの搭載が認可された2023年7月から2025年5月までに、乗用車CMSの累計組立台数はまだ1万台を越えていません。
乗用車に比べ、商用車におけるCMSの優位性はより明白です。Mercedes-Benzのトラックに適用されたMirrorCamを例にとると、Mercedes-Benzのトラックの実際のテストによると、電子バックミラーを装備した大型トラックは、従来のバックミラーを装備したモデルと比較して燃料消費を1.3%削減できます。Mercedes-Benzのトラックの燃料消費を100キロあたり28リットル、燃料の価格を1リットルあたり7元、年間走行距離を20万キロと仮定すると、電子バックミラーを使用することで、年間5,096元の燃料費を節約することができます。国外の主要CMSメーカーとして、StoneridgeとMEKRA Langは、自社のCMS製品が燃料消費を約2%削減できると公表しています。
当レポートでは、世界と中国の電子バックミラー産業について調査分析し、電子バックミラーの応用事例、サプライヤー、開発動向などの情報を提供しています。
Based on the installation location, electronic rearview mirrors can be divided into electronic interior rearview mirrors (i.e., streaming media rearview mirrors) and electronic exterior rearview mirrors (Camera Mirror System, hereinafter referred to as CMS).
According to statistics from the ResearchInChina database, in the whole year of 2024, the installations of streaming media rearview mirrors in China's passenger car pre-installation market reached 647,000 units, a year-on-year increase of 11.5%. From January to May 2025, the installations of streaming media rearview mirrors reached 383,000 units, with a year-on-year growth of 86.2%. In terms of installation rate, from January to May 2025, that of streaming media rearview mirrors also increased, rising from 2.8% in the whole year of 2024 to 4.5%.
In terms of equipped models, from January to May 2025, there were a total of 114 passenger car models in China that were equipped with streaming media rearview mirrors and had sales volume. Among them, many models of multiple brands began to be equipped with streaming media rearview mirrors as standard. For example, the streaming media rearview mirror products of many popular models such as Xpeng P7+ / X9 are all provided by Yuanfeng Technology.
In terms of supplier share, Yuanfeng Technology has accounted for more than 55% of the market share for eight consecutive years. From January to May 2025, the market share of Yuanfeng Technology's streaming media rearview mirrors reached 59.0%, and it is expected to exceed 70% for the whole year of 2025. At present, Yuanfeng Technology's supporting customers include more than 15 domestic and foreign brands such as several leading emerging OEMs (including Xpeng), SAIC-GM, Great Wall Motor, GAC Trumpchi, and Mercedes-Benz, and it has cooperated in the mass production of more than 60 vehicle models.
At present, Yuanfeng Technology's streaming media rearview mirror has developed to the fifth generation. This product adopts an extremely narrow-bezel design, which balances ultra-high display screen brightness and extremely low system latency. Moreover, the fifth-generation product applies an AI image optimization algorithm to achieve effects such as super-sensitive noise reduction, night vision enhancement, rain and fog penetration, and super-resolution. It breaks through the image quality limit of traditional ISP image processing and realizes continuous optimization through continuous iterative learning.
In terms of installations, CMS is still in a stage of slow growth. In 2024, there were only 5 passenger car models that were pre-installed with CMS and had sales volume. From January to May 2025, this number increased to 10. From July 2023, when CMS was approved for installation on vehicles, to May 2025, the cumulative assembly volume of CMS for passenger cars has not yet exceeded 10,000 units.
In contrast to the slow growth of assembly volume, users' acceptance of CMS is increasing. According to the vehicle usage reviews posted by users on platforms such as Autohome, Dongchedi, WeChat, and Xiaohongshu, the attractiveness of CMS to users mainly lies in the following aspects:
1.CMS has a more technological appearance.
2.Compared with traditional mirrors, CMS has better visibility in driving scenarios such as rainy days and nights.
3.When users check the vehicle conditions on the left and right rear sides, the position of the CMS display screen allows users to complete the observation with a small head rotation range. Moreover, since the left CMS display screen is closer to the steering wheel, users can almost complete the observation without turning their heads.
4.In scenarios such as reversing and turning, the field of view of CMS can be expanded compared with the normal mode.
CMS has now completed the process from scratch, and will gradually move towards the path of product iteration and upgrade in the future. From the perspective of the composition of CMS products, the future product upgrade may start from three aspects:
As the "eyes" of the CMS system, the most fundamental requirement of the system is to see clearly and see far. The pixel of CMS cameras is upgrading from the early 1.2 - 2MP to 5MP or even 8MP.
According to the information disclosed by OFILM, it is currently developing 8MP CMS camera. Previously, OFILM launched a 2MP CMS camera with a heating function.
Another key technical indicator of the camera is HDR. To cope with extreme light change scenarios such as tunnel entrances and exits and strong night light, HDR has advanced from 120dB to 140dB. This ensures that images of the CMS system will not be overexposed or underexposed under any lighting conditions.
The display screen serves as the observation window for users. Users' demand for high-quality displays may drive the development of CMS display screens from LCD to OLED and Mini LED. At present, LCD is still used in some vehicle models due to its cost advantage. However, OLED has become the first choice for mid-to high-end CMS solutions because of its high contrast, wide viewing angle, and fast response time. In addition, Mini LED is also a cost-effective option. Its higher brightness and more precise local dimming capability can better suppress night glare and provide a display effect close to that of OLED.
Regulations and user experience requirements have jointly promoted the improvement of system-level performance indicators. For example, regulations require that the imaging time be less than 55ms, the system latency be less than 200ms, and the minimum system frame rate be at least 30Hz (at least 15Hz under low-light conditions). All these indicator requirements are to ensure the fluency and real-time performance of the picture and avoid misjudgment by drivers due to latency or stuttering. At present, the system latency of CMS products of most manufacturers has basically been controlled within 60ms, and some manufacturers have even achieved 40ms. In addition, the system must have a complete fault detection and alarm mechanism to deal with extreme failure scenarios such as "black screen" and "picture freezing" and ensure functional safety.
Yuanfeng Technology's CMS has a pixel of more than 3MP. The product provides three types of display screens for selection, namely LCD, Mini LED, and OLED. Moreover, the display screen supports touch adjustment of angle, brightness, color temperature, and other parameters. The system is equipped with functional safety guarantees such as LED flicker suppression, picture delay detection, and picture freezing detection to ensure driving safety.
Compared with passenger cars, the advantage effect of CMS in commercial vehicles is more obvious. Taking the MirrorCam applied in Mercedes-Benz trucks as an example, according to the actual test of Mercedes-Benz trucks, heavy trucks equipped with electronic rearview mirrors can reduce fuel consumption by 1.3% compared with models with traditional rearview mirrors. Assuming that a Mercedes-Benz truck has a fuel consumption of 28 liters per 100 kilometers, with a fuel price of 7 yuan per liter and an annual driving distance of 200,000 kilometers, the use of electronic rearview mirrors can save 5,096 yuan in fuel costs per year. As leading foreign CMS manufacturers, Stoneridge and MEKRA Lang have both disclosed that their CMS products can reduce fuel consumption by about 2%.
The sales volume of Stoneridge's electronic rearview mirror MirrorEye was 54 million US dollars in 2023, and the revenue from electronic rearview mirrors reached 66 million US dollars in the whole year of 2024. It is expected that the revenue will reach 120 million US dollars in 2025. At present, Stoneridge has more than 40 North American fleet customers, and its commercial vehicle OEM users include manufacturers such as Daimler Freightliner, Volvo, DAF, Paccar, and Scania.
Domestic commercial vehicle CMS manufacturers include Yuxing Electronics, Senptec Electronics, Yuanfeng Technology, etc. Taking Yuxing Electronics as an example, its CMS products have now been matched with brands such as Foton Daimler, Yutong, Dongfeng Commercial Vehicles, and FAW Jiefang. According to the disclosed information, the designated amount of its CMS products has exceeded 1.5 billion yuan.
Senptec Electronics' CMS products are matched with brands such as Yutong, Higer, and BYD. According to the disclosure of Senptec Electronics, as of June 2025, the cumulative installation volume of its CMS products has exceeded 10,000 units.