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1. Key players in the global Automotive Camera Module market covered in Chapter 4: Sharp CAMMSYS Tung Thih Powerlogic Partron BYD ZF TRW Valeo S.A. Denso Corporation STMicroelectronics SEMCO Sunny Optical Autoliv, Inc. LG Innotek MCNEX Delphi Automotive PLC Robert Bosch GmbH In Chapter 11 and 13.3, on the basis of types, the Automotive Camera.
2. Global Automotive Camera Module Market Size, Status and Forecast 2020-2026 The Automotive Camera Module Market report is a valuable source of insightf Monday, February 1 2021 Breaking News.

The authors are analysts of Shinhan Investment Corp. They can be reached at hyungwou@shinhan.com and ym.ko@shinhan.com, respectively. -- Ed.

Apple triggers momentum in automotive electronics parts

Momentum has spread from electric vehicle (EV) batteries to electronics components for self-driving cars. News of Apple’s push into self-driving cars and LG Electronics’ EV parts joint venture at the end of 2020 have raised the market’s attention in automotive electronics parts.

If Tesla had brought to light the growth potential of EV batteries last year, Apple has sparked momentum in electronics parts for self-driving cars this year. As well as vendors in the Apple and Tesla supply chains, IT parts companies that generate a high share of sales from automotive electronics parts or have promising growth potential have started to see their share prices climb one after another.

Automotive camera suppliers poised for a re-rating

Among automotive electronics parts players, we focus on the possible share valuation gains of camera suppliers. Sales of smartphone camera modules should continue to rise, driven by post-COVID-19 demand recovery and wider adoption of triple/quadruple-lens cameras, but the pace of growth will likely be slower compared to the past. Meanwhile, automotive camera shipments are forecast to expand from 110mn units in 2020 to 190mn in 2022, owing to the increased adoption of ADAS (advanced driver assistance system) and LiDAR (light detection and ranging) solutions.

Sunny Optical Technology Group (2382.HK) and Mcnex are already enjoying a re-rating of shares. Sunny Optical’s PER rose from 23.4x in September 2020 to 44.9x and Mcnex from 8.7x to 12x during the same period. Automotive electronics parts are estimated to account for about 10%of sales at the two companies.

Focus on camera suppliers in the automotive parts supply chain

- LG Innotek: World’s second largest supplier of automotive cameras (based on second-tier vendors); camera development partner of clients at home and abroad; automotive camera bellwether (12% sales share of automotive electronics parts)

- Mcnex: Largest vendor market share at domestic clients (11%)

- Sekonix: World’s second largest supplier of camera lens (60%)

Drivers Mcnex Cameras Live

- Partron: Successful supply of new orders; steep growth expected for automotive camera sales (4%)

Overview

WebCam SCB-0350M is a Shareware software in the category Miscellaneous developed by MCNEX.

It was checked for updates 31 times by the users of our client application UpdateStar during the last month.

The latest version of WebCam SCB-0350M is currently unknown. It was initially added to our database on 03/23/2010.

WebCam SCB-0350M runs on the following operating systems: Windows.

WebCam SCB-0350M has not been rated by our users yet.

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