Annual Report 2020

舜宇光學科技（集團）有限公司 • 2020 年報 13 Management Discussion and Analysis 管理層討論與分析 二零二零年，在 COV I D - 19 席捲全球的背景 下，各國汽車市場均承受了巨大壓力，全球新 車銷量急劇下滑。根據日本調研機構 Techno Systems Research （「 TSR 」）於二零二一年二 月更新的信息顯示，二零二零年全球新車銷量 較二零一九年下降約 17.0% ，車載攝像頭數量 同比下降約 3.4% 。然而，隨著汽車駕駛「電動 化、網聯化、智能化、共享化」的發展，高級 駕駛輔助系統（「 ADAS 」）滲透率的逐漸提升以 及自動駕駛等級的提高，車載攝像頭的市場需 求已開始迅速回暖。一方面， ADAS 需要搭載 更多車載攝像頭，這為車載攝像頭滲透率的提 高打開了市場；另一方面， ADAS 也對車載攝 像頭，尤其是側視、環視、前視、內視等鏡頭 的性能和質量提出了更高的要求，這將對車載 攝像頭的光學元件在精度、可靠性等各項性能 指標方面提出更高的要求，帶動高規格車載攝 像頭的發展。 此外，隨著智能駕駛商業化的逐步深入推進， 各國政府紛紛出台相關的政策和法令推動車載 攝像頭行業的發展。二零一九年四月，韓國政 府發佈了《促進和支持自動駕駛汽車商業化法》 並於二零二零年五月一日起正式實施。該法案 鼓勵韓國國土交通部指定自動駕駛安全區間， 在區間內投資建設自動駕駛道路基礎設施和智 能交通系統，協助自動駕駛汽車安全駕駛。二 零二零年十二月，中國交通運輸部提出《關於 促進道路交通自動駕駛技術發展和應用的指導 意見》，指出到二零二五年，自動駕駛基礎理論 研究取得積極進展，道路基礎設施智能化、車 路協同等關鍵技術及產品研發和測試驗證取得 重要突破；出台一批自動駕駛方面的基礎性、 關鍵性標準；建成一批國家級自動駕駛測試基 地和先導應用示範工程，在部分場景實現規模 化應用，推動自動駕駛技術產業化落地。憑藉 自身的技術創新及行業領先優勢，本集團將全 面受益於車載攝像頭行業的快速增長。 In 2020, under the background of the sweeping of the COVID-19 across the globe, the automobile markets of various countries were under tremendous pressure, and the global new vehicle sales dropped drastically. According to the information updated by Techno Systems Research (“ TSR ”), a Japanese research firm, in February 2021, the global new vehicle sales in 2020 decreased by approximately 17.0% compared to that of 2019, and the number of vehicle cameras decreased by approximately 3.4% year-on-year. However, with the development of the “electrified, connected, intelligent, shared” of vehicle driving, the gradual improvement in the penetration rate of advanced driver assistance systems (“ ADAS ”) and the increase in the level of autonomous driving, the market demand for vehicle cameras has started to increase rapidly. On one hand, the ADAS needs to be equipped with more vehicle cameras, which opens up the market to cope with the increase in the penetration rate of vehicle cameras. On the other hand, the ADAS has a higher requirement for the functions and quality of vehicle cameras, especially the side, surround, front, and in-cabin view and other lens sets, which will impose higher requirements on various functional indicators such as accuracy and reliability of the optical components of the vehicle cameras, thereby driving the development of vehicle cameras with high specification. In addition, with the gradual and deepening promotion of the commercialization of smart driving, governments of various countries have introduced relevant policies and laws to promote the development of the vehicle camera industry. In April 2019, the Korean government promulgated the “Law on Promoting and Supporting the Commercialization of Autonomous Vehicles” which was officially implemented on May 1, 2020 and aimed to encourage the South Korea Ministry of Land Infrastructure and Transport to designate safe zones for autonomous driving and invest in the construction of autonomous road infrastructure and intelligent transportation systems within the zones to assist the safe driving of autonomous vehicles. In December 2020, the Ministry of Transport of the PRC put forward the “Guiding Opinions on Promoting the Development and Application of Road Traffic Autonomous Driving Technology”, stating that by 2025, active progress will be made in the basic theoretical research of autonomous driving and road infrastructure, with significant breakthroughs to be made in key technologies such as intelligence of basic facilities for road facilities and vehicle-road synergy, as well as product development and test verification; introduction of a number of basic and key standards for autonomous driving; establishment of a number of national-level autonomous driving test bases and pilot application demonstration projects, and to realize their application in partial scenarios as to promote the application of industrialization of autonomous driving technology. Leveraging on its own technological innovation and industry leading advantages, the Group will fully benefit from the rapid development in the vehicle camera industry.