1, global military infrared industry market
Globally, the market competition in the field of military infrared thermal imager is low. Most military products are mainly provided to the domestic military, and the export is not determined by the market, but by the country's political and military policies. Therefore, in the international market, infrared thermal imager enterprises from different countries generally do not have direct market competition in the military field. Considering the national security interests, the competition of infrared thermal imager has evolved into the competition between countries. From the demand side, the military infrared thermal imager market will maintain steady growth. In 20 13, the global infrared military market will reach 7.900 billion dollars, and in 20 18, the market size is expected to reach 9.826 billion dollars, including infrared detectors and detector modules 123 billion dollars and infrared systems 8.596 billion dollars. The compound annual growth rate of military infrared thermal imager products is 4.47%, of which the growth rate of infrared detectors and detector modules is 2.9% and the growth rate of infrared systems is 4.7%. Worldwide, the top three major consumption areas of military infrared thermal imager are North America, Europe and Asia, among which North America accounts for about half of the global market of military infrared thermal imager, Europe accounts for about 20%, and Asia accounts for about 10%. This data fully shows that the penetration rate of troops equipped with infrared thermal cameras in western developed countries, represented by the US military, is much higher than that in other parts of the world. The military infrared market in third world countries and regions such as Asia, Latin America and Africa still has a large room for growth.
Global military infrared thermal imager market scale (millions of dollars)
Source of data: public information.
From the supply side, the main competitors of this industry are concentrated in the United States, Britain, France, Germany, Japan and Israel. Among them, the United States maintains a leading position with its strong scientific research advantages, occupying an absolute dominant position in the international military market, while related enterprises in Britain, France, Japan, Germany, Israel and other countries maintain their comparative advantages in their specific fields and compete with the United States. According to the statistics of American Maxtech International, among the top 10 suppliers in the global military infrared thermal imager market in 20 14 years, American manufacturers * * * accounted for 7 seats. Among them, Lockheed Martin, Raytheon and L-3, the top three companies in the United States, account for more than 45% of the global military infrared thermal imager market, and the top four to ten companies are FLIR Systems, Sagem of France and Northrop Grumman of the United States. Terez of France, United Technologies Aerospace of the United States, BAE Systems of the United Kingdom and ELbit of Israel.
2. Global civil infrared industry market
In the civil field, the infrared thermal imager industry has completely achieved market competition, and all enterprises can freely participate in the market competition. With the development of uncooled infrared thermal imaging technology, infrared thermal imager has been widely used in the civil field, and its civil market has maintained a rapid growth rate, far greater than that in the military field. The rapid growth of infrared thermal imager consumption in the civil market mainly comes from the continuous expansion of new application fields. With the popularization of infrared thermal imager in electric power, construction, law enforcement, fire protection, vehicle-mounted and other industries, the international civil infrared thermal imager industry will usher in a period of rapid market demand growth. From the demand side, the market scale of civil infrared thermal imager will reach 2.956 billion US dollars in 20 13, and it is predicted that the market scale of refrigeration type will reach 5.507 billion US dollars in 20 15 12, and the market scale of uncooled type will reach 3.995 billion US dollars. The compound annual growth rate of civil infrared thermal imager sales is 1 1.00%. At present, the North American market accounts for more than 60% of the global infrared thermal imaging products, while the European and Asian markets are in a rapid development stage. As can be seen from the following figure, the compound annual growth rate of uncooled infrared thermal imager in the civil field is 13%, which is much higher than the compound annual growth rate of 6% of refrigerated infrared thermal imager, indicating that with the development of uncooled infrared thermal imaging technology, uncooled infrared thermal imager has a huge development space in the civil field and its market share has steadily increased.
Global market size of civil infrared thermal imager (millions of dollars)
Source of data: public information.
From the supply side, the most competitive company in the civil field is FLIR Company of the United States, which launched the first civil infrared thermal imager in the 1980s and has now become the largest and most comprehensive infrared thermal imager product supplier in the world. In 20 13, FLIR company occupied 40% of the global civil infrared thermal imager market, among which the market share of temperature-measuring infrared thermal imager was as high as 6 1%. In addition, American DRS company, British BAE system company, American L-3 company and American FLUKE company are also strong competitors in the field of civil infrared thermal imager. At present, the international merger and acquisition of infrared thermal imaging products industry is very active, and the phenomenon of industrial agglomeration is becoming more and more obvious. In 2007 alone, FLIR Systems acquired CEDIP of France, L-3 of the United States acquired WESCAM (Raytheon's commercial red appearance), TELEDYNE acquired ROCKWELLSCIENTIFIC's high-end refrigeration focal plane business (astronomy, aerospace and military), Japanese avionics and NEC SAN-EI INSTRUMENTS merged to form NEC AVIO infrared technology, AMETEK acquired LAND INSTRUMENTS, and FLUKE acquired RAYTEK. Through many mergers and acquisitions, FLIR's market share has gradually increased. Its market share in the field of international civil infrared thermal imaging products reaches 40%, and the market share of the top ten enterprises reaches 68%.
(2) Market size of domestic infrared industry.
1, domestic military market
Foreign military infrared thermal imager has been assembled on modern weapons such as missiles, planes, tanks, rockets, artillery and cannons. The application of infrared thermal imager in China's military field is also in the stage of rapid improvement. During the Iraq war, every American soldier prepared 1.7 infrared thermal imager products. China's army number is about 2 million. If our army 10% is equipped with infrared thermal cameras in the future, the market capacity of individual infrared thermal cameras in China will reach 200,000 units, and the market capacity will reach 4 billion yuan based on 20,000 yuan each. Infrared thermal imager is widely used in tanks, armored vehicles, ships, aircraft and guided weapons. According to our calculation, the total market capacity of China military infrared market is more than 30 billion yuan. Assuming that the renewal period of infrared system is 10 years, the average annual market size is about 3 billion yuan.
Market demand of military infrared thermal imager in China
Application field Application field scale unit price estimation (ten thousand yuan/set) Scale estimation (one hundred million yuan)
Individual soldier 200,000 sets 2 40
Tanks and armored vehicles 7500 tanks +7700 armored combat vehicles +2475 self-propelled guns 50 guns 88
About 300 ships 1000 30
About 300 military aircraft
20,000 infrared guided weapons 20 40
Total -3 18
application area
Application field scale
Unit price estimation (10,000 yuan/set)
Scale estimation (100 million yuan)
individual soldier
200,000 sets
40
Tanks and armored vehicles.
7,500 tanks+7,700 armored combat vehicles+2,475 self-propelled guns.
50
88
Ships (including naval and civilian ships)
About 300 ships
1000
30
military programme
About 300.
200
60
Infrared guided weapon
Twenty thousand dollars
20
40
total
3 18
Data source: public information, intellectual research and consultation.
It is estimated that the global military infrared thermal imager market will be about $9.5 billion in 20 17, and the Asian military infrared thermal imager market will account for about 10.5% in 20 17, so it is roughly calculated that the Asian military infrared thermal imager market in 20 17 will be about $ 10 billion, which is equivalent to RMB. According to our calculation, the annual market scale of military infrared system in China is more than 3 billion yuan. Because of its sensitivity, the import of military infrared products is controlled, so the competition of military infrared products in China is mainly limited to domestic R&D and production enterprises.
2. Domestic civil market
The domestic infrared thermal imager product market is still in the development stage, and compared with the mature foreign markets, it has great growth potential. With the sustained development of China's economy, the demand for infrared thermal imager in the domestic market is increasing. Due to the wide application of infrared thermal imager products, it can provide great convenience for people's production and life, and the market demand of infrared thermal imager will maintain a steady growth trend in the future.
1) Firehouse
The field of fire protection is the largest civilian market of infrared thermal imager in developed countries, and it is still in the primary stage of development in China. Judging from the potential market demand, the market demand of fire infrared thermal imager in China is very large. At present, there are about 30,000 fire engines in China. With the development of China's economy and society, it will become a trend for fire engines to be equipped with infrared thermal cameras. If each fire truck is equipped with an infrared thermal imager, the potential market demand of infrared thermal imager in China's fire protection industry will reach about 30,000 sets, and the total demand will reach 654.38+0.2 billion yuan, calculated at 40,000 yuan per set.
2) Dynamic field
Power industry is the most mature and stable application in the field of preventive testing. As the most mature and effective on-line power detection method, infrared thermal imager can greatly improve the reliability of power supply equipment, greatly shorten the maintenance time of equipment and reduce the maintenance cost. The total demand for infrared thermal imager in China's power industry is about 25,000. Based on the average price of 80 thousand yuan per set, the total market demand is about 2 billion yuan.
3) the field of architecture
The Technical Specification for Detecting Exterior Wall Debonding Defects by Infrared Thermal Imaging, which was approved and implemented by China Engineering Construction Standardization Association, standardized the application of infrared thermal imaging equipment in the construction industry. By the end of 20 15, the number of large-scale construction enterprises in China was about 100000, each infrared thermal imager 1 set, and the total market demand could reach 1000000, with an average of 20,000 yuan per set, and the market demand reached 2 billion yuan.
4) Manufacturing field
There are about 1.32 million manufacturing units in China, such as metallurgy, electronics and food. If 10% of large enterprises in the above manufacturing industries are equipped with infrared thermal cameras to improve product quality, the total market demand will reach 1.32 million units, and the market demand will be calculated at the price of 1 10,000 yuan each.
Market demand of civil infrared thermal imager in China
Average unit price of potential demand in application field (10,000 yuan) Estimated scale (100 million yuan)
30,000 fire engines, each 1 4 12.
Power demand 25,000 sets 8 20
There are 654.38 million construction units, each 1 unit.
Metallurgical, electronic, food and other units 1.32 million, large enterprises 1%, each with 1 set1kloc-0/32.
Total 184
application area
latent demand
Average unit price (ten thousand yuan)
Estimated scale (100 million yuan)
fire fighting
30,000 fire engines, each 1 set.
12
force
The electricity demand is 25,000 units.
20
Engineering construction
There are 654.38 million construction units, each 1 unit.
20
Input process quality control
Metallurgical, electronic and food enterprises 1.32 million, large enterprises 1%, each with 1 set.
10
132
total
184
Data source: public information, intellectual research and consultation.
It is estimated that in 20 17, the global civil infrared thermal imager market will be about USD 4.35 billion, or about RMB 30 billion, and the annual compound growth rate of global civil infrared thermal imager sales will be 1 1.00%. According to our calculation, the total market capacity of civil infrared thermal imager in China is about 654.38+084 billion yuan. According to the product renewal cycle of 654.38+00 years, the annual market scale is about 654.38+087 billion yuan. At present, in the global civil market, the infrared thermal imager industry has completely achieved market competition, and all enterprises operate independently for the market.
(3) Market structure of domestic infrared industry
1, the development of domestic infrared industry
The development of infrared thermal imager industry in China has gone through three stages. The first stage: the initial contact and understanding of infrared thermal imager from the early 1950s to the late 1950s. China first learned about infrared thermal imager in the early 1950s, when Chinese people's Volunteer Army acquired infrared thermal imaging equipment on the Korean battlefield. Since then, relevant researchers have begun to make a preliminary study on the working principle, materials and functions of infrared thermal imaging equipment, and have achieved some preliminary research results. The second stage: From the early 1960s to the end of 1980s, infrared thermal imaging technology made rapid progress in the military field. In addition to Shanghai Institute of Technical Physics of Chinese Academy of Sciences, China Electric Power Group 1 1, Ordnance Industry Group 2 1 1, some universities such as Huazhong University of Science and Technology (now Huazhong University of Science and Technology) and Jilin University have also started the research and development of infrared technology. The third stage: from 65438 to 0990, China's civil infrared thermal imager industry developed rapidly. The rapid development of China's economy and the successful development of uncooled focal plane detector technology in the world have further promoted the research and development of civil infrared thermal imager in China. China infrared thermal imager enterprises, represented by Gaode Infrared and Dali Technology, began to develop and produce uncooled civil infrared thermal imager, and made great efforts to conquer the upstream core device infrared detector, making a breakthrough. So far, China has possessed the domestic production capacity of uncooled and refrigerated infrared detectors.
2. Strength of domestic R&D in infrared field
The upstream products of infrared industry are infrared detectors, the midstream products are infrared detector components, and the downstream products are infrared complete machines. The cost of infrared detector accounts for about 80% of the total cost of infrared thermal imager, so the purchase price of infrared detector has a great influence on the sales price of infrared products. At present, only the United States, French, Japanese, Israeli and China have mastered the industrial production capacity of infrared detectors. After years of development and technology accumulation, the domestic infrared industry now has the whole industrial chain production from infrared detectors to infrared products.
Development unit of upstream and downstream industrial chain of infrared industry
Source of data: public information.
The units engaged in infrared scientific research and production in China can be divided into two parts: scientific research institutes and their industrialized companies and private enterprises. As a rising star, private enterprises should not be underestimated in their scientific research and production capacity. Domestic research and production units engaged in infrared products mainly include: Shanghai Institute of Technical Physics, Changchun Institute of Optics and Mechanics of China Academy of Sciences, Night Vision Group of Weapons Group (No.21KLOC-0/,Yunnan North Optoelectronics), Photoelectric Group (No.205 Weapons Institute, Jiangsu North Huguang Optoelectronics, Zhejiang East China Optoelectronics, Shandong North Optoelectronics), Lingyunzi Group (Northern Great Wall Optoelectronics), Bing Domestic private infrared products enterprises are usually partners of state-owned scientific research and production units and subcontractors of military production, producing infrared thermal imaging products. In recent years, with the approval of non-public enterprises to enter the fields of national defense science and technology industry, weapons and equipment research and production, and the gradual deepening of equipment procurement system reform, the relationship between private infrared products enterprises and state-owned scientific research institutes has gradually evolved into both cooperation and competition. Domestic infrared enterprises, including Gaode Infrared, Dali Technology and iResearch Optoelectronics, began to directly participate in the supply of infrared products and equipment for the military and armed police, occupying some markets. In the civil market, there are about 400 domestic units engaged in the research, production and operation of infrared technology products, and about 30 have begun to take shape. There are more than 10 suppliers of civil infrared thermal imager, but most enterprises have weak R&D strength and little brand influence. Many enterprises are actually agents or system integrators of foreign products and do not have real core competitiveness. Some outstanding enterprises with strong R&D strength and independent intellectual property rights have gradually emerged, which can independently develop infrared thermal cameras, mainly including Gaode Infrared, Dali Technology, iResearch, Guangsheng Saite, Cotton Technology and so on. With the further development of these advantageous enterprises, industrial concentration will accelerate.
Related Report: Research Report on China Infrared Thermal Imager Market Depth Investigation and Investment Strategy from 2065438+07 to 2023 released by Zhiyan Consulting.