沙利文发布《2026年多光谱AI行业发展白皮书》
Frost & Sullivan Releases the " 2026 White Paper on the Development of the Multispectral AI Industry "
中国多光谱AI行业正从商业化验证迈向规模化放量。多光谱AI是一种跨波段感知与智能决策融合的体系化能力，以紫外、可见光、近红外、热红外等多波段光热感知为基础，通过信号配准、波段融合与AI模型解析，将温度、辐射、放电、过热、燃烧及结构异常等物理状态转化为可量化数字特征，支撑状态评估、风险预警与决策支持。它是物理AI感知层的核心解析层，解决了传统机器视觉“看不全、辨不明、响应慢”的困境，实现了全天候、非接触、趋势性的物理世界精准洞察。
应用场景方面，泛安全领域已成为多光谱AI最早实现规模化落地的核心方向。典型场景包括：数据中心（关键设备温度监测、全局安全态势感知）、电力系统（输电/变电/配电侧巡检）、新能源汽车产业链（电池制造微米级缺陷检测）、公共安全与城市治理（森林防火等）以及工业制造、医疗等多元化垂直场景。
2025年中国多光谱AI市场规模约200亿元，2025—2030年复合增长率约31.8%。竞争格局方面，行业逐步形成涵盖底层光学器件、多光谱AI模组、智能终端及垂直大模型服务的多元化供给体系。海清智元具备“模组+终端+行业大模型”的全链路交付能力，中游集成与算法厂商正逐步构建“数据—模型—产品—场景”的闭环能力，行业竞争焦点由单一硬件产品向综合场景理解与持续服务能力演进。
China’s multispectral AI industry is transitioning from commercial validation to large-scale deployment. Multispectral AI is a systematic capability that integrates cross-band sensing with intelligent decision-making. Built on multispectral optical and thermal sensing across ultraviolet, visible, near-infrared, and thermal infrared bands, it converts physical states—including temperature, radiation, electrical discharge, overheating, combustion, and structural anomalies—into quantifiable digital features through signal registration, spectral fusion, and AI model analysis. This supports condition assessment, risk early warning, and decision-making. As the core analytical layer of the physical AI perception stack, multispectral AI addresses the limitations of traditional machine vision—such as incomplete visibility, insufficient recognition accuracy, and slow response—enabling precise, all-weather, non-contact, and trend-based insights into the physical world.
In terms of application scenarios, the broader safety and security sector has become the primary area where multispectral AI has achieved early large-scale deployment. Typical applications include data centers, such as critical equipment temperature monitoring and comprehensive safety situational awareness; power systems, including inspections across transmission, substations, and distribution networks; the new energy vehicle industry chain, particularly micron-level defect detection in battery manufacturing; public safety and urban governance, such as forest fire prevention; as well as a range of vertical applications in industrial manufacturing, healthcare, and other sectors.
In 2025, the Chinese multispectral AI market was valued at approximately RMB 20 billion, with a compound annual growth rate (CAGR) of approximately 31.8% from 2025 to 2030. In terms of the competitive landscape, the industry is gradually developing a diversified supply ecosystem encompassing underlying optical components, multispectral AI modules, intelligent terminals, and vertical-industry large model services. Haiqing Zhiyuan possesses end-to-end delivery capabilities spanning “modules + terminals + industry-specific large models.” Midstream system integrators and algorithm providers are progressively building closed-loop capabilities across “data–models–products–scenarios.” Competition is shifting from standalone hardware products toward comprehensive scenario understanding and continuous service capabilities.
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沙利文 刘先生
E-mail: damien.liu@frostchina.com
