Trendforce 2025 적외선 센싱 애플리케이션 시장과 브랜드 전략

According to the report "TrendForce 2025 Infrared Sensing Application Market and Branding Strategies", several topics will be the focus between 2024 and 2029, as end-market brands' plans showed. These topics are: (under-display) 3D sensing, under-display proximity sensors, bio-sensing (skin-detect sensors and PPG), smart cockpit / ADAS- DMS/OMS, autonomous driving, industrial / logistics / home appliance automation, and smart city.

Consumer Electronics

In 2024, Samsung added the feature of monitoring the AGEs index to its Galaxy Watch 7, and separately incorporated skin-detect sensors and heart rate monitors into its Galaxy Buds 3 and Galaxy Ring. Apple plans to readopt SWIR technology in the AirPods Pro 3 in 2025, with the likelihood of more bio-sensing features. Both Apple's and Samsung's watches will likely come with next-gen bio sensing technology, bringing more health monitoring features. In terms of smartphones, Apple will adopt MetaLens technology for its iPhone / iPad Pro models to reduce structured light size. The company will readopt under-display proximity sensors for the iPhone 18 Pro in 2026 and under-display 3D sensors in 2027. Leading consumer brands, such as Apple, Sony, Meta, Microsoft, and Google, will continue to roll out devices for augmented, virtual, and mixed reality, thereby stimulating the market demand for 3D sensing and eye tracking.

Smart Cockpit / ADAS- DMS/OMS

The EU General Safety Regulation mandates the installation of advanced driver distraction warning (ADDW) systems in new passenger cars, trucks, and buses starting on July 7, 2026. The US NHTSA requests companies including automakers, Tier-1 suppliers, and autonomous driving tech companies to provide reports on crashes involving ADAS / autonomous driving Level 2 and above, which will prompt them to install event data recorders and the DMS in L2 vehicles. Carmakers' compliance with proposed policies will give rise to the DMS/OMS market. According to a TrendForce report, the power consumption of infrared sensing is only 10% that of radars. Despite their higher unit prices, infrared sensing remain a key focus for automakers as the range anxiety issue remains unsolved.

ADAS / Autonomous Driving

Car manufacturers have continued applying LiDAR to autonomous the ADAS / autonomous driving Level 3 (e.g., self-driving on highways), aiming to enhance driving safety and autonomous emergency braking (AEB) performance. Leading players include Volvo, General Motors, Audi, Volkswagen, BMW, Hyundai, Hongqi, Changan, Li Auto, AITO, NIO, Toyota, and Nissan.

Industrial / Logistics / Home Appliance Automation and Smart City

Industrial LiDAR is used in robots, industrial manufacturing processes, logistics, and safety protection. The booming e-commerce industry has not only increased distribution and transportation within factories but also prompted consumers to demand faster delivery services. This has made speed the crucial factor determining success for logistics companies in e-commerce and last-mile delivery more challenging. To reduce the cost of last-mile delivery and improve its efficiency, e-commerce and logistics companies are demanding for more delivery robots. For example, Serve Robotics and Uber have reached an agreement to deploy 2,000 delivery robots in 2025, aiming to transport goods primarily in Log Angeles. Applying LiDAR transportation detection systems in a smart city enables transportation authorities to collect accurate, real-time road usage data. This data can then be analyzed to improve traffic flow and enhance safety for scooter riders and pedestrians. Applying LiDAR to home appliances (i.e., robot vacuums and companion robots) will enable simultaneous localization and mapping (SLAM).

Security Surveillance

The professional security surveillance market requires higher radiant flux and product efficiency, while the household market demands cost-effective products. ams OSRAM is expected to announce IR LEDs with higher radiant flux for professional security surveillance. A TrendForce survey shows that the demand from the professional market will likely offset the decline in the household market. In the long term, the security surveillance market will grow steadily.

Various issues will expand the market scale for infrared sensing applications. Based on the above applications, TrendForce predicts such market scale to grow and reach USD 2.964 billion in 2029 with a 10% CAGR from 2024 to 2029.

Optical Communication and Silicon Photonics

In response to the massive data processing demands brought by AI, the IoT, and big data analytics, the bandwidth of networking technologies used in data centers will undergo significant changes. Data transmission rates of 100, 200, and 400 Gbps are already widely implemented in the data centers of cloud service providers (CSPs). Additionally, systems featuring 800 Gbps and 1.6 Tbps (1,600 Gbps) are expected to drive market demand growth starting in 2025.

The report "TrendForce 2025 Infrared Sensing Application Market and Branding Strategies" focuses on five fast-growing application segments, namely the 1) consumer electronics, 2) smart cockpit and advanced driver-assistance systems (ADAS)- driver / occupant monitoring systems (DMS/OMS), 3) autonomous driving, 4) industrial and logistics automation, and 5) product trend and supply chain in optical communications and silicon photonics markets.

Based on the strategies adopted by brands, TrendForce analyzes the market scale, opportunities, challenges, product specifications and prices as well as supply chains related to infrared sensing applications. This report provides comprehensive insights that help our readers to develop operational and marketing strategies for the infrared sensing market.

Table of Contents

Chapter I. Infrared Sensing Market Scale Analysis

• Scope of the Report
• 2025 Infrared Sensing Application Market- Product Analysis Overview
• 2025-2029 Infrared Sensing Market Scale Analysis- IR LED / VCSEL / EEL
• 2022-2024(E) Infrared Sensing Player Revenue- IR LED / VCSEL / EEL
• 2025-2029 Consumer Electronics 3D Sensing- Module vs. VCSEL
• 2025-2029 Consumer Electronics 3D Sensing- VCSEL vs. VCSEL Chip
• 2025-2029 Automotive / Industrial LiDAR Market- LiDAR vs. LiDAR Laser

Chapter II. Consumer Electronics Market Trend

• Consumer Electronics Market- Infrared Sensing Technology Overview
• Apple / Samsung Consumer Electronics Roadmap

2.1. 3D Sensing Market

• 3D Sensing Technology Overview
• Direct / Indirect Time of Flight Technology Analysis
• iPhone 15-16 Structured Light Depth Camera- Cost / Supply Chain
• iPhone 15-16 Pro LiDAR Scanner- Product Design / Cost / Supply Chain
• Apple Vision Pro- 3D Sensing Technology Analysis
• VCSEL Technology Roadmap
• iPhone Pro / iPad Pro (2025)- MetaLens Applied in Structured Light
• iPhone Pro (2027) Under Display 3D Sensing- Specification Estimates
• SWIR VCSEL Product Specification Analysis
• SWIR CMOS Image Sensor Analysis
• Consumer Electronics 3D Sensing Market Opportunities
• 3D Sensing Application Innovation Drives VCSEL / EEL Technologies
• 2018-2024 3D Sensing Product Specification and Supply Chain
• 2025-2029 Module Market Scale- Consumer Electronics 3D Sensing
• 2025-2029 VCSEL Market Scale- Consumer Electronics 3D Sensing
• 2025-2029 VCSEL Chip Market Scale- Consumer Electronics 3D Sensing
• 2018-2029 VCSEL Chip Price Analysis

2.2. Proximity Sensor

• 2024-2025(E) Proximity Sensor Product Specification and Price Analysis
• NIR / SWIR Under-Display Proximity Sensor- Pros and Cons Analysis
• iPhone 14 Pro Under-Display Proximity Sensor- Teardown Analysis
• iPhone 14 Pro Under-Display Proximity Sensor- Cost Analysis
• iPhone 18 Pro Under-Display Proximity Sensor- Specification Estimates
• 2025-2029 Proximity Sensor Market Scale Analysis

2.3. Bio-Sensing

• Physiological Parameter Measurement and Disease Analysis
• Heart Rate vs. Blood Oxygen- Optical Sensing Principle
• Blood Pressure vs. Body Hydration- Optical Sensing Principle
• Bio-Sensing Measurement Location Overview
• Apple Watch Series 9 & 10- PPG Product / Cost / Supply Chain
• Apple AirPods 3 / Pro 2- Skin-Detect Sensor Product / Cost / Supply Chain
• Apple AirPod Pro 3 / Apple Watch- Product Specification Estimates
• Samsung Galaxy Watch 6 & 7- PPG Product / Cost / Supply Chain
• Samsung Galaxy Buds- Skin-Detect Sensor Product / Cost / Supply Chain
• Google Pixel Watch 3- PPG Product / Supply Chain
• Smart Ring- Product Trend
• Bio-Sensing System Architecture vs. Market Landscape Analysis
• 2025-2029 Bio-Sensing Market Scale Analysis- Module
• 2025-2029 Bio-Sensing Market Scale Analysis- Discrete LED
• Bio-Sensing Market Potential

2.4. NB Facial Recognition

• 2.5D Face ID Advantages
• NB Facial Recognition- IR LED Specification and Supply Chain Analysis
• IR LED Product Specification and Price Analysis
• Will Notebook (2.5D) Facial Recognition Come with VSCEL Technology?
• 2025-2029 IR LED Market Scale Analysis- NB (2.5D) Facial Recognition

2.5. Eye Tracking

• AR/VR- Display and Optical Sensing Technologies
• AR/VR- Eye Tracking Advantage Analysis
• Sony PlayStation VR 2
• Meta Quest Pro
• Apple Vision Pro- Eye Tracking vs. Iris Recognition
• Meta Orion AR Glasses
• IR LED Product Specification Analysis
• 2019-2024 Eye Tracking Product Specification and Supply Chain
• Will Eye Tracking Come with VCSEL Technology?
• Will Eye Tracking Come with SWIR LED / VCSEL Technology?
• Eye Tracking- PCCR vs. Artificial Intelligence Image Analysis
• 2025-2029 IR LED Market Scale Analysis- Eye Tracking

Chapter III. In-Cabin Sensing- Driver / Occupant Monitoring System Market

• Driver / Occupant Monitoring System- Key Factor Analysis
• Driver / Occupant Monitoring System- Active / Passive Sensing Analysis
• Driver Monitoring System- Regulations and Policies
• Driver / Occupant Monitoring System- Feature Analysis
• Driver Monitoring System- Installation Location
• Driver Monitoring System- Product Trend
• Occupant Monitoring System- Product Trend
• DMS/OMS- Sensor Fusion Analysis
• DMS/OMS- 2D Specification Analysis
• DMS/OMS- 3D Sensing Market Potential vs. Specification Analysis
• DMS/OMS- OEM Strategies and Supply Chain
• 2025-2029 DMS/OMS- Car Shipment vs. Penetration Rate
• 2025-2029 IR LED / VCSEL Market Scale Analysis- DMS/OMS
• IR LED / VCSEL Demand Market vs. Player Revenue Analysis- DMS/OMS
• IR LED Product Specification Analysis- ams OSRAM
• VCSEL Product Specification Analysis- ams OSRAM
• IR LED / VCSEL Product Specification Analysis- Stanley
• VCSEL Advantage Analysis
• Driver / Occupant Monitoring System- Market Landscape Analysis

Chapter IV. LiDAR Market Trend

• LiDAR Application Market Definition
• LiDAR Imaging Technology Matrix Analysis
• LiDAR Imaging Technology Overview
• LiDAR Imaging Technology Analysis
• 2023-2024(E) LiDAR Player Revenue Ranking Analysis
• LiDAR Analysis- Valeo / Luminar / Innoviz / Hesai / Continental / Aeva
• LiDAR Product Specification and Price Analysis
• AT128 LiDAR Teardown Analysis
• 905 / 1,550nm LiDAR Pros and Cons Analysis
• FMCW LiDAR
• LiDAR Market Landscape Analysis

4.1. Automotive LiDAR Market

• 2025-2029 Automotive LiDAR Market Scale Analysis
• ADAS / Autonomous Driving- OEM Strategic Alliance Analysis
• 2021-2025 ADAS / Autonomous Driving Roadmap and Supply Chain
• Autonomous Driving Level 4-5 Market Landscape Analysis
• Automotive Sensing Analysis- LiDAR, Radar and Camera
• LiDAR Product Requirement- Driving Scenario Analysis
• 4D Imaging Radar Technology Trend

4.2. Industrial LiDAR Market

• 2025-2029 Industrial LiDAR Market Scale Analysis
• Industrial LiDAR Application Market
• Delivery LiDAR Market Application Overview
• Home Appliance LiDAR (Robot Vacuums / Companion Robots) Market

4.3. LiDAR Laser and Photodetector Market

• 2025-2029 LiDAR Laser Market Scale- Application Analysis
• 2025-2029 LiDAR Laser Market Scale- Product Analysis
• 2025-2029 LiDAR Photodetector Market Scale- Product Analysis
• LiDAR Laser- EEL / VCSEL Comprehensive Analysis
• Automotive LiDAR Laser (EEL) Analysis- ams OSRAM
• Automotive LiDAR Laser (VCSEL) Analysis- ams OSRAM vs. Lumentum
• Industrial LiDAR Laser Analysis- ams OSRAM
• LiDAR Laser Player- Major Customer List
• LiDAR Photodetector Product Specification Analysis
• LiDAR Laser / Photodetector Player List

Chapter V. SWIR Technology and Market Trend

• Short Wave Infrared (SWIR)
• SWIR LED / VCSEL / EEL Market Opportunities and Potential Client List

5.1. SWIR LED / Photodiode Market Scale and Application Analysis

• SWIR LED Product Specification Analysis
• 2021-2024 SWIR LED / Photodiode Product Price Analysis
• 2023-2024(E) SWIR LED / Photodiode Market Scale and Player Revenue
• Machine Vision (Hyperspectral Imaging) Market Opportunities
• Machine Vision (Hyperspectral Imaging) Specification Analysis
• Machine Vision (Hyperspectral Imaging) in Food Industry
• Machine Vision (Hyperspectral Imaging) Market Case Study- 1
• Machine Vision (Hyperspectral Imaging) Market Case Study- 2
• Machine Vision (Hyperspectral Imaging) Market Case Study- 3
• Machine Vision (Hyperspectral Imaging) Market Case Study- 4
• Machine Vision (Hyperspectral Imaging) Market Case Study- 5

5.2. SWIR VCSEL vs. CMOS Image Sensor / Photodetector

• SWIR VCSEL Technology Analysis
• SWIR VCSEL Product Specification Analysis
• SWIR CMOS Image Sensor Analysis
• InGaAs / GeSi Photodetector Product Specification Analysis

Appendix Optical Communication vs. Silicon Photonics- Product Trend and Supply Chain

• Data Center Upgrades Stimulate Optical Communication Market Demand
• 800Gbps vs. 1.6Tbps Transceiver Product Trend
• Transceiver vs. Co-Packaged Optics (CPO)
• 800Gbps vs. 1.6Tbps Product Trends: SiPh CPO
• Optical Communication Technology- PCIe / Micro LED / VCSEL / InP (SiPh)
• VCSEL / Silicon Photonics / EML / DML Product Advantage Analysis
• Optical Communication Market Landscape Analysis
• CSP's Data Center Roadmap- NVIDIA, Google, Amazon
• CSP's Data Center Roadmap- Microsoft, Meta, Oracle