In 2027, the scale of China's machine vision market will reach 56.565 billion yuan
In 2027, the scale of China's machine vision market will reach 56.565 billion yuan
25-03-27

According to a recent prediction by the GaoGong Robot Industry Research Institute (GGII), China's machine vision market is expected to reach 56.565 billion yuan by 2027. This includes a 40.715 billion yuan 2D vision market and a 15.85 billion yuan 3D vision market. Currently, the overall penetration rate of machine vision in industrial applications in China remains below 10%, indicating significant growth potential given the vast size of the industrial sector.
In terms of application areas, GGII data shows that the 3C electronics industry was the largest user of machine vision in 2022, accounting for 25% of the market and maintaining its leading position for several consecutive years. Other major application areas include the automotive, semiconductor, and lithium battery industries.
The growth rate of the machine vision market in the 3C electronics industry slowed significantly in 2022. Due to the ongoing recovery of the overall consumer market, large-scale demand in the 3C electronics sector is unlikely in the first half of 2023. Future growth in machine vision is expected to be driven primarily by the new energy vehicle, lithium battery, and semiconductor industries.
In terms of specific application scenarios, machine vision in industrial settings is mainly used for detection, identification, measurement, and positioning.
What is the application status of machine vision in the four major fields of 3C electronics, automobiles, semiconductors, and lithium batteries?
According to GGII data, the size of China's 3C electronics machine vision market reached 4.274 billion yuan in 2022, a year-on-year increase of 5.22%. It is expected to reach 4.717 billion yuan in 2023, representing a projected year-on-year growth of 10.37%.
Despite a noticeable decline in demand and a significant contraction in year-on-year growth in the 3C industry in 2022, it remains one of the most important downstream sectors for machine vision. GGII predicts that by 2027, the machine vision market in China's 3C electronics industry will exceed 7 billion yuan.
In the 3C electronics manufacturing industry, industrial vision is used in various stages of component and main unit manufacturing. 70% of machine vision applications are in the inspection process. Other applications include connector inspection, PCB film inspection, hard drive inspection, robot vision-guided positioning, online sorting and selection of components, and QR code recognition.
What are some of the representative machine vision companies in the 3C electronics industry? According to incomplete statistics from GaoGong Robotics, these include Lingyun Light, Hikrobot, DuShen Technology, Ecolight Optoelectronics, Shengxiang Technology, Zhongke Xingzhi, Shenhuis Vision, Vision Dragon, Pingfanghe, Tianzhun Technology, and Makelab.
In the semiconductor field, machine vision is primarily used in PCB production and processing, with high concentrations in SMT chip placement, AOI/AXI equipment, and connector inspection. Due to the downturn in the 3C industry, demand in the PCB sector has decreased. However, global wafer production capacity expansion has created many high-value application scenarios for machine vision, increasing its use in wafer inspection, cutting, AOI packaging, and other processes.
GGII data shows that the size of China's semiconductor machine vision market reached 1.715 billion yuan in 2022, a year-on-year increase of 30.32%. GGII predicts that by 2027, the machine vision market in China's semiconductor industry will exceed 7 billion yuan.
The significant growth in semiconductor machine vision applications over the past year is primarily due to the increase in capital investment and expansion by major wafer and chip manufacturers in response to the chip shortage. This has led to a surge in demand for wafer and chip inspection.
GGII believes that some domestic vision brands have already successfully introduced products and equipment into the semiconductor industry. As companies' understanding of application scenarios and product technology levels improve, domestic vision equipment will continue to penetrate the wafer and chip inspection fields, creating more opportunities for domestic vision hardware. The application of domestic products in the semiconductor industry will continue to increase in the future.
There are also many excellent machine vision companies in the semiconductor field, such as Aupo, Daheng Imaging, Keyence, Cognex, Basler, LMI, Achu Technology, Chuangke Vision, Angsi Intelligent, Liyi Technology, and Xinge Intelligent.
From the market perspective of the lithium battery industry, leading domestic battery companies generally adopt a segmented bidding approach to introduce machine vision suppliers, and the penetration rate of machine vision in various stages of lithium battery production is gradually increasing. At the same time, the trend of integrating machine vision with entire lithium battery equipment lines is becoming increasingly prominent.
On the supply side, lithium battery machine vision companies, based on their own differentiated advantages, either enter from the front-end applications of lithium battery production equipment or penetrate from the back-end visual needs. A small number of leading companies already have the capability to integrate entire line vision, improving and upgrading their core technologies and products through more and more project implementations, and exploring and developing more visual application scenarios.
Through research and calculation, the value of machine vision demand for a single GWh lithium battery production line is approximately 7 million yuan. Based on the current expansion plans of various lithium battery manufacturers, the production capacity put into operation by 2025 is expected to exceed 2 TWh. Compared with the current production capacity, the cumulative un-commissioned production capacity exceeds 1300 GWh, with a potential unmet machine vision order demand exceeding 9 billion yuan.
On the other hand, the current expansion capacity of lithium batteries is relatively sufficient. GGII predicts that after 2025, the number of new production capacity events for lithium battery companies will gradually decrease, and the application of machine vision in the lithium battery industry will gradually enter the replacement market. How to create greater market value and improve and consolidate market share in this window period is one of the strategic points that major companies need to consider.
In the lithium battery field, a number of representative machine vision companies have also emerged, such as DeepSight Intelligent, Huarui Technology, Suying Vision, Weishi Technology, Sangu Technology, Solomon, Smoore Technology, and Baimei Technology.
In the automotive industry, machine vision technology is mainly used in stamping, painting, welding, and powertrain processes. Examples include online/offline measurement systems in welding workshops, glue application detection systems, weld detection systems, digital fixture-guided systems, gap and surface difference measurement systems, best-fit guided systems, body positioning systems, blue light scanning measurement systems in stamping workshops, body positioning systems and paint surface defect detection systems in painting workshops, glue application detection systems in powertrains, and handling and loading and unloading of large workpieces.
The continuous upgrading of automotive intelligence and lightweight design has placed higher demands on inspection, in turn increasing the demand for machine vision technology, making the automotive manufacturing industry a major application market for machine vision.
In recent years, the rapid development of new energy vehicles has created a significant demand for machine vision in the automotive industry. This is mainly due to two factors: firstly, the significant increase in the production and sales of new energy vehicles; and secondly, the increasing speed of product iteration, leading to a corresponding increase in the demand for new and flexible production lines, further driving the application of machine vision.
In addition, the significant increase in the number of sensor applications in new energy vehicles has also created demand for machine vision applications.
Data shows that in 2022, the market size of machine vision in China's automotive industry reached 1.859 billion yuan, a year-on-year increase of 30.82%, according to GGII data. It is expected to reach 2.452 billion yuan in 2023, with a year-on-year growth rate of 24.52%.
GGII predicts that by 2027, the market size of machine vision in China's automotive industry will approach 6 billion yuan.
In the automotive industry, a number of excellent machine vision companies have also emerged, such as Mech-Mind, Tuya Technology, Aelson Intelligent, SeeBetter, SeeCop, EasyThink, Lingxi Robot, MadeWise, WeGan Technology, YVision Technology, Migration Technology, Tianjin Weishen, Rubon Technology, Isara, CrossDimension Intelligent, Weijing 3D, zivid, CAS Fusion, JAI, Photoneo, Fuwei Intelligent, etc.
In addition, machine vision has also been widely applied in the pharmaceutical, printing and packaging, metal, machinery manufacturing, white goods, tobacco, agriculture, and aerospace industries.