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DM-150 RELIANCE 瑞恩
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DM-150 RELIANCE 瑞恩
近年来,随着智能化以及工业化的爆发式发展,传感器迎来了巨大的发展风口,在此背景之下,ams则紧抓市场的机遇,发展迅猛,原有的晶圆以及封装厂已远不能满足市场的需求,遂开启了扩张发展之路。据了解,ams将产品和解决方案细分为成像、光学、音频以及环境四大部分,应用市场更是涉及消费、通讯、工业、医疗以及汽车等多个科技领域。
2017年,ams总收入高达10.6亿欧元,同比增长93%,其中消费与通信市场占比69%,汽车、工业以及医疗市场占比31%,创下了历史新纪录。此外,ams在如今的3D传感器领域也进行了大规模扩张,领先的VCSEL技术将成为ams立足3D传感器市场的主要优势,预计2019年开始的内部制造将进一步推动差异化。
ams CEO Alexander Everke表示:“在扩张过程中,ams收购了很多企业,但是收购的关注点主要聚焦于企业的技术,而非短期的利润,这也是企业长远的战略考量。”
ams CEO Alexander Everke
可以看到,iPhoneX的面部识别功能让业界认识到了3D传感器的强大,但是这仅仅是一个开始。据Alexander Everke介绍,3D光谱传感的应用场景很多,除了目前在移动计算领域的占位监测和个性化、手势识别以及智能照明应用之外,它在工业应用场景中也能发挥很大的作用,包括3D位置传感,自动化机器人和模式识别等一些新型的应用场景。此外,未来的一个发展趋势就是智能家居和物联网领域的应用,包括脸部识别等,这个应用还包括了光谱感应、3D感应和音频。
对于3D传感的未来,Alexander Everke也比较看好,他认为未来3D传感在汽车行业领域的应用将会在市场规模方面排第二,仅次于移动领域。它可以用于各种各样的3D雷达中,应用于驾驶员识别、驾驶员智能手势领域。可以预测,至2022年,3D消费市场规模将达到60亿美元。3D影像的应用包括3D建模、增强现实、虚拟现实,高端的手势识别、面部识别、智能家居和各种游戏应用等,而ams也会抓住此次机遇,持续为市场带来高性能和广泛的多样性产品。
除了产品以外,ams的解决方案分布也非常广泛。在光学领域,除了3D传感之外,ams还推出了真彩XYZ传感、光谱传感、飞行时间以及生物传感等技术;在成像方面,ams拥有CMOS成像、VCSEL、光学封装以及3D成像解决方案和软件;在音频领域,ams更是利用POW:COM实现配件充电和通信以及MEMS的话筒接口;在环境方面,ams研发出了温度、压力、气体、湿度等一系列传感器,主要应用于物联网或者移动市场。当然,企业的发展也离不开创新,ams研发出的近红外传感器、弧形传感器等新品,也都获得了业界的一致好评。
同时,先进工业以及汽车行业的传感器市场也将成为ams关注、发展的重点,如工厂自动化检验、智慧城市、交通运输物流、航空业、生命科学以及农业等。在谈及安卓手机3D传感器发展情况时,Alexander Everke则表示:“预计安卓手机3D传感器能实现量产的时间在2019年左右,但在这段过渡期内,部分安卓厂商也许会推出一些具有3D感应功能的手机型号。”
关于中国市场的投入,ams大中华区销售和市场副总裁陈平路表示:“我们会加大在中国市场的投入,以逐步加强我们本土整体解决方案的竞争力,甚至是非常核心的技术研发能力,我们相信ams将在中国市场迎来很大的发展。”
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