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瑞聲科技(2018.HK)WLG鏡頭年出貨量暴增數倍,棱鏡、車載鏡頭即將量產
格隆匯 04-17 13:59

2025年玻塑混合鏡頭的發展趨勢進一步加速。近日,全球第三大鏡頭供應商,辰瑞光學母公司瑞聲科技管理層在投資人會議上透露,其WLG玻塑混合鏡頭今年出貨量將同比增長數倍至千萬級。此外,WLG棱鏡、車載鏡頭等新品已步入規模化量產階段,部分產品即將上市。

1、產能、良率大幅提升推動規模化量產

相比塑料鏡頭,玻塑混合鏡頭較具有更大光圈、高解析力、低厚度、低溫漂等優點。但受良率、產能、工藝、市場等各方面因素影響,玻塑混合鏡頭在發展初期遭遇不少挑戰。

尤其是,以往受限於玻璃成型溫度高、成型週期長、高精密模具加工難度大等原因,玻塑混合鏡頭難以通過經濟、高效的方式大規模量產,僅能應用於少數旗艦機型。而辰瑞光學WLG技術在這些年的積累與積澱中,顯著提升了精密非球面玻璃鏡片的生產效率和良率,使得玻塑混合鏡頭的大規模市場化應用成爲可能。

據產業鏈最新消息,經過製程和主要設備模具升級之後,辰瑞光學WLG單模具的綜合產出提升了6-7倍;良率方面,雖然不同的項目良率情況不同,但從目前旗艦機型來看,WLG技術在良率、精度和光學性能要求方面都遠超傳統技術,這也爲辰瑞光學贏得更多機型定點打下基礎。

這一消息也得到了官方側面印證。瑞聲科技管理層在投資人會議上透露,今年WLG玻塑混合鏡頭在不同安卓客戶都取得較好的進展,將會應用於主力旗艦機型的主攝中,預計今年內出貨量將達千萬級,標誌着辰瑞光學玻塑混合鏡頭大規模量產及應用格局已經打開。

綜合券商研報及產業鏈消息,這些旗艦主力機型或包含華爲Pura 系列及小米的數字系列等,其主攝的玻塑混合鏡頭預計將成爲影像系統升級的重要配置之一。

2、棱鏡、車載鏡頭等新品即將面世

相比玻塑混合鏡頭的規模化量產,其實更值得行業關注的是,WLG技術事實上是一個平臺型技術,可以用來生產非球面鏡片、自由曲面鏡片,以及非球面棱鏡、陣列透鏡、準直透鏡等多類型產品。

這也就意味着,隨着WLG技術的持續升級迭代,還會出現更多新的形態產品,以及更廣泛的應用場景,將對光學行業及應用領域帶來改變。

比如在潛望式棱鏡方面,據瑞聲科技管理層透露,業界首款WLG三合一棱鏡即將量產,將應用於客戶的潛望式長焦攝像頭上。今年上半年,會有數款旗艦機型搭載WLG二合一/三合一非球面潛望式棱鏡。

車載方面,在自動駕駛(ADAS)鏡頭設計中,因較多採用非球面鏡頭,對精度要求極高,而WLG鏡頭具有更好的穩定性和更優異的性能,在ADAS高性能鏡頭領域優勢顯著。目前,辰瑞光學已開始和美國大客戶合作ADAS鏡頭項目,今年將實現量產。

3、有望引導更大規模市場應用

影像系統是品牌差異化競爭的長期核心賽道。上半場的競賽以算法爲主,下半場硬件的競爭權重將持續加大。

行業研究表明,從手機主攝角度方面來看,當前傳感器尺寸發展進入階段性瓶頸。中高端主流機型傳感器多爲 1/1.28,最大約 1 英寸,短時間難有大突破。而且,隨着塑料鏡片發展到7P,甚至8P,性能和製造技術已達極限,若要進一步提升光學性能,鏡頭的升級就尤爲關鍵。

從WLG等玻璃鏡片製造技術的發展歷程來看,經過這些年的積累和積澱,玻塑混合鏡頭已經逐步走向成熟,應用比例顯著提升,成爲手機乃至車載、無人機等主流鏡頭產品路線的有力補充,未來有望引導着更大規模的市場應用。

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