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汽車零件照明與LED

市場調查報告書

商品編碼

1300088

全球汽車 LED 產品市場：趨勢和區域市場分析 (2023)

2023 Global Automotive LED Product Trend and Regional Market Analysis

出版日期: 2023年06月30日 | 出版商:

TrendForce | 英文 166 Page PDF and Excels | 商品交期: 最快1-2個工作天內

價格

簡介目錄

歡迎來到創新的黃金時代

TrendForce對2023年汽車市場需求的分析顯示，歐洲和北美的通脹正在放緩，但全球經濟仍然疲軟。汽車製造商紛紛降低汽車價格以促進銷售，但這種做法引發了激烈的價格競爭。由於汽車市場競爭激烈，車用LED價格大幅下降，導致多個LED產品開發項目被推遲。話雖如此，ADB頭燈、mini LED尾燈、全寬尾燈、標誌燈和（智能）氛圍燈相關的先進技術將推動汽車LED市場價值在2023年達到33.07億美元。

汽車照明和顯示市場趨勢

1.車頭燈

2022年汽車LED頭燈全球滲透率將達到70%，電動汽車LED頭燈滲透率將達到92%。 2022年全球汽車照明市場規模將達336.27億美元，汽車照明廠商前五名分別為Koito、Valeo、Forvia Hella、Marelli、SL Corporation，合計佔據壓倒性市場份額61.5%。我來了。

矩陣 LED 是 ADB 車頭燈的主要設計。通過獨立控制高性能 LED，矩陣佈局為服務人員在夜間提供更廣闊的視野、看到障礙物時更快的反應時間以及更好的道路照明。無眩光遠光燈可減少前方和迎面而來的協助者的煩惱，並防止行人前燈的眩光。借助 Micro LED 像素陣列，ADB 車頭燈可將可用於精確且獨立數字控制的像素數量從 10,000 個增加到 100,000 個。更高的像素數為照明區域提供了更大的靈活性，從而提高了駕駛安全性，並讓您能夠更靈活地遵守不同地區和市場的法律要求。這樣，汽車照明製造商就可以節省針對不同地區和市場的開發、製造和物流成本。 TrendForce 分析顯示，ADB 車頭燈滲透率可能會從 2022 年的 3.7% 躍升至 2027 年的 17.0%。

2.尾燈

尾燈採用了更具創新性的設計。全寬度、miniLED、OLED等尾燈目前是最受汽車製造商和消費者喜愛的三大尾燈。汽車照明的未來趨勢（個性化、通信、ADAS/自動駕駛）催生了Mini LED尾燈。憑藉高像素局部調光，Mini LED可以通過改變顯示圖像來動態匹配尾燈與駕駛場景，讓車後的駕駛員更容易識別車輛，並獲得更好的車輛可視性。發生事故的風險。當汽車閒置時，尾燈從照明裝置變為顯示器，以顯示車輛相關信息（例如充電狀態）。據TrendForce報導， IM Motors 和 GWM (SAR Mecha Dragon) 均已採用Mini LED尾燈，奧迪(Q5)也可能採用尾燈。

3.格柵燈/前全寬條紋

採用格柵燈和全寬前條紋的主要汽車製造商包括Mercedes Benz (EQS)、Volkswagen (ID.3/ID.4)、BYD、Xpeng (P5)、 Changan Ford (Mondeo)、Sony (VISION-S 02) 、BMW (i7)、Rolls-Royce (Spectre)、Ford、General Motors、Stellantis、Lucid、Li Auto。根據TrendForce研究，2023年許多電動汽車車型將採用格柵燈。格柵燈從線性設計過渡到全寬前條紋設計。

4.環境光

歐洲和中國汽車製造商多年來一直在使用環境照明。從2022年起，內置輔助IC的RGB LED智能氛圍燈將應用於BMW汽車，並逐步擴展到其他歐洲和中國車型，市場價值預計將逐年增長。我來了。

智能氛圍燈車型：紅旗H9、ZEEKR 001、零跑C01、BMWiX/i7/XM等。

5.車載顯示

2023年歐洲和北美通脹有所緩解，但全球經濟依然疲弱。整體汽車市場價格競爭激烈，車廠紛紛下調車價刺激消費，而Mini LED/HDR車用顯示器的發展也相對滯後。相反，製造商專注於汽車照明應用（前燈、尾燈、格柵燈/全寬前條紋）。包括General Motors、Ford、BMW、Mercedes-Benz、Volvo、NIO、Roewe、Li Auto 等汽車製造商均在2016/3030/3030/2016/3030年配備2525/1515個LED，競相採用mini LED/HDR顯示屏。

6.HUD

TrendForce分析顯示，在ADAS和智能座艙穩定增長的帶動下，2022年HUD市場出貨量將達到952萬套。 AR-HUD 需要集成攝像頭和傳感器，因此需要更長的時間才能普及。 AR-HUD預計到2027年將佔據33%的市場份額，歐洲和中國的高端/電動汽車是首要目標。

AR HUD 的圖像生成單元 (PGU) 技術包括 TFT-LCD、DLP、激光束掃描 LBS (MEMS)、LCOS、Micro/Mini LED。 TFT-LCD 仍然是主流方法，但 DLP 和 micro/mini LED 也顯示出前景。

汽車照明製造商2022年營收表現

2022年全球汽車照明市場規模將達到336.27億美元，Koito、Valeo、Forvia Hella、Marelli、SL Corporation位列前五汽車照明製造商，合計佔據61.5%的市場份額，獲得了顯著的市場份額。

汽車 LED 製造商 2022 年營收表現

TrendForce顯示，前三大車用 LED 廠商佔有 69.2% 的市佔率，而前 10 名則佔有高達 97.6% 的市佔率。我來了。

首爾半導體的汽車LED銷售額增長14%，受益於汽車背光銷售。特斯拉 Model 3/Y 中Samsung LED 的 PixCell LED 帶動了汽車 LED 收入的激增。由於汽車LED產能增加，SamsungLED的汽車LED收入在2022年加速35%。

TrendForce報告車燈與顯示產品趨勢、車燈廠商營收與產品策略、車燈定價、LED廠商營收表現與產品策略、LED產品定價趨勢，為讀者提供分析從五個角度分析車用LED市場的發展。全面了解車用LED市場趨勢。

這份報告調查了全球汽車LED產品市場，總結了市場概況，包括市場收入和到2027年的預測、進入市場的公司排名和產品策略、按地區劃分的趨勢等等。我來了。

內容

第一章汽車照明市場趨勢

第二章車載顯示市場趨勢

第三章汽車照明行業盈利與策略

汽車照明市場現狀
2023-2027 年汽車照明市場價值分析
2020-2022 年汽車照明市場參與者的市場份額分析
2020-2022年汽車照明15強企業營收排名
車燈市場參與者的盈利和產品策略
- Koito
- Valeo
- Forvia Hella
- Marelli
- SL Corporation
- Stanley
- HASCO Vision
- ZKW Group
- Xingyu
- MIND
- Liaowang
- Faway
- Varroc
- 中國車燈/模組工廠

第四章汽車LED市場參與者的盈利和策略

全球車用 LED 廠商名單
2021-2022 年汽車 LED 進入者市場份額分析
2020-2022年汽車LED廠商前10名盈利排名
2021-2022 年汽車 LED 廠商收入前 10 名 - 照明和背光
汽車 LED 進入者的盈利和產品策略
- ams OSRAM
- Nichia
- Lumileds
- Dominant
- Seoul Semiconductor
- Samsung LED
- Stanley
- Everlight
- Cree LED
- Jufei
- Lextar
- Hongli
- Refond
- LITEON
- Brightek
- LatticePower
- SUNPU
- APT

簡介目錄

Usher in Golden Era of Innovation

According to TrendForce's analysis of car market demand in 2023, the global economy remains weak although inflation is slowing down in Europe and North America. Car manufacturers have been cutting vehicle prices to stimulate sales, but the act has caused fierce price competition. Due to fierce competition in the vehicle market, prices of automotive LEDs have dropped noticeably, consequently delaying several projects for LED product development. That being said, advanced technologies related to ADB headlights, Mini LED taillights, full-width taillights, logo lamps, and (intelligent) ambient lights will jointly push the automotive LED market value to USD 3.307 billion in 2023.

Automotive Lighting and Display Market Trend

1. Headlight

As TrendForce reported, the global penetration rate of LED headlights for passenger vehicles reached 70% in 2022, while that for electric vehicles even hit 92%; the two rates will likely grow to 77% and 94% in 2023, respectively.

Matrix LED is the mainstream design for ADB headlights. Through independent control of high-performance LEDs, the matrix layout helps expand drivers' field of view at nighttime, reduce their reaction time when seeing an obstacle, and achieve better road lighting. Glare-free high beams help reduce discomfort for drivers of vehicles ahead, those of oncoming vehicles, and prevent pedestrians from being dazzled by headlights. With the use of Micro LED pixel array, the number of pixels available for accurate and independent digital control in an ADB headlight can be elevated to 10,000-100,000. The greater the pixel number, the more flexible the illumination area can be, hence an improvement in driving safety and flexibility for compliance with legal requirements among different regions and markets. In this way, automotive lighting manufacturers can save development, manufacturing, and logistics costs for different regions and markets. As TrendForce analyzes, the penetration rate of ADB headlights was only 3.7% in 2022, but it will likely jump to 17.0% in 2027.

2. Taillight

Taillights will come with more innovative designs. Full-width, Mini LED, and OLED-like taillights are currently the top three favorites among automakers and consumer. Future trends for automotive lighting-personalization, communication, and ADAS / autonomous driving-have given rise to Mini LED taillights. With high-pixel local dimming, Mini LED enables the taillight to dynamically align with the driving scenario by changing displayed images, allowing drivers of vehicles behind to recognize the car more easily and reduce the risk of car accidents. When the car is idle, the taillight then turns from a luminaire to a display providing vehicle-related information (e.g., charging status). As TrendForce reported, Mini LED taillights have been adopted by IM Motors and GWM (SAR Mecha Dragon), while Audi (Q5) will likely use the taillights as well.

3. Grille Lamp / Full-Width Front Stripe

Leading car manufacturers adopting grille lamps and full-width front stripes include Mercedes Benz (EQS), Volkswagen (ID.3 / ID.4), BYD, Xpeng (P5), Changan Ford (Mondeo), Sony (VISION-S 02), BMW (i7), Rolls-Royce (Spectre), Ford, General Motors, Stellantis, Lucid, and Li Auto. According to TrendForce's survey, many EV models intend to adopt grille lamps in 2023. Grille lamp is moving from linear design towards full-width front stripe design.

4. Ambient Light

Automakers in Europe and China have been using ambient lights for years. Since 2022, intelligent ambient lights featuring RGB LEDs as built-in driver ICs have been applied to BMW's vehicles and will be gradually extended to other European and Chinese models, with market value expected to grow year by year.

Cars equipped with intelligent ambient lights: Hongqi H9, ZEEKR 001, Leapmotor C01, BMW iX / i7 / XM, etc.

5. Automotive Display

Although inflation in Europe and North America has slowed down entering 2023, the global economy remains weak. Fierce price competition can be seen in the entire vehicle market after car makers cutting down vehicle prices with an effort to stimulate spending, while they are also slowing down the progress of Mini LED / HDR automotive display development. Instead, the manufacturers turn to focus on automotive lighting applications (headlights, taillights, grille lamps / full-width front stripes). With the rising trend for displays featuring HDR, local dimming, wide color gamut, and a curved screen, automakers have been racing to adopt Mini LED / HDR displays, including General Motors, Ford, BMW, Mercedes-Benz, Volvo, NIO, Roewe, Li Auto, and so on, with 2016 / 3030 / 2525 / 1515 LEDs.

6. HUD

According to TrendForce's analysis, the HUD market shipment reached 9.52 million sets in 2022 thanks to steady growth in ADAS and smart cockpits. AR-HUD needs more time to thrive due to the requirement of camera and sensor integration. AR-HUD is estimated to capture a 33% market share in 2027, with high-end / electric vehicles in Europe and China being first targets.

AR HUD's Picture Generation Unit (PGU) technologies include TFT-LCD, DLP, laser beam scanning LBS (MEMS), LCOS, and Micro/Mini LED. TFT-LCD remains the mainstream approach, while DLP and Micro/Mini LED are promising.

2022 Automotive Lighting Manufacturer Revenue Performance

The global automotive lighting market was valued at USD 33.627 billion in 2022, with Koito, Valeo, Forvia Hella, Marelli, and SL Corporation being the top five automotive lighting manufacturers totaling a dominating 61.5% market share.

2022 Automotive LED Manufacturer Revenue Performance

As TrendForce reveals, the top three automotive LED manufacturers have secured a 69.2% market share, with the top ten claiming a whopping 97.6% share.

Seoul Semiconductor's automotive LED revenue increased 14%, benefited from automotive backlight revenue. As Samsung LED's PixCell LED has been installed in the Tesla Model 3 / Y, its automotive LED revenue surges. With enhanced production capacity of automotive LEDs, Samsung LED's automotive LED revenue for 2022 accelerated 35%.

TrendForce has analyzed the development in the automotive LED market from five perspectives-automotive lighting and display product trends, automotive lamp player revenue and product strategies, lamp prices, LED player revenue performance and product strategies, and LED product prices-so as to provide readers with a comprehensive understanding of trends in the automotive LED market.

Chapter I. Automotive Lighting Market Trend

Headlight Product Trend
Headlight Product Technology Requirements
2023-2027 LED Headlight / ADB Headlight- Penetration Rate Analysis
ADB Headlight- Advantage and Regulation Analysis
ADB Headlight- Product Performance Comprehensive Analysis
ADB Headlight- Matrix LED Headlight
ADB Headlight- Matrix LED Headlight's Driver IC Specification and Price
ADB Headlight- Tesla / Hella SSL 100 Headlight Price and Cost Analysis
ADB Headlight- 84 / 100- Pixel Matrix LED Headlight Trend Analysis
ADB Headlight- DLP Headlight
ADB Headlight- LCD Headlight
ADB Headlight- Micro LED Pixel Array
ADB Headlight- Micro LED Pixel Array Roadmap
ADB Headlight- Micro LED Pixel Array Case Study
8-inch Wafer Production- Pros and Cons Analysis
Laser Headlight- Product Design and Supply Chain
2023 LED Headlight Price Analysis
Automotive LiDAR Sensing Integration Trend
Taillight Product Trend
Full-Width Taillight Cost Analysis- 0.2W SMD LED
Mini LED Taillight Price Sweet Spot and Cost Analysis
OLED-Like LED Taillight Product Trend
Micro/Mini LED Automotive Lighting Product Trend
Grille Lamp / Full-Width Front Stripe Product Trend
Grille Lamp / Full-Width Front Stripe Product Design
Light-Signaling Projection Product Trend
Ambient Light Product Trend
(Intelligent) Ambient Light- Pros and Cons Analysis
Intelligent Ambient Light- Product Design
Intelligent Ambient Light- Installation Place and Successful Case Study
Ambient Light- White LED Market Applications
Ambient Light- Market Value and Supply Chain Analysis

Chapter II. Automotive Display Market Trend

Smart Cockpit Trend
Automotive Display Technology Overview
2023-2027 Automotive Display Backlight Analysis
2022 Mini LED / HDR Automotive Display- Specification and Supply Chain
2022-2025 Mini LED / HDR Automotive Display Schedule and Specification
NIO ET7 / ET5 / ES7 Automotive Display- Specification and Cost Analysis
Roewe RX5 Automotive Display- Specification and Cost Analysis
Cadillac LYRIQ Automotive Display- Specification and Cost Analysis
2023 Automotive Display Cost Analysis- Edge / Direct Type
2023 Automotive Backlight LED Specification Analysis
2023 Automotive Backlight LED Product Specification and Price Analysis
Mini LED / HDR Automotive Display- Driver IC Specification Analysis
Automotive Display Supply Chain Flow Analysis
2023-2027 HUD Market Shipment- Product vs. Regional Market Analysis
2023-2027 HUD Market Shipment- Product Technology Analysis
2021-2022 HUD Player Market Share Analysis
2023 HUD Product Specification and Price Analysis
2023 HUD Product Price Analysis
AR-HUD Technology Analysis
3D AR-HUD Product Trend
AR-HUD OEM Supply Chain and Product Specification Analysis
HUD Market Value Chain Analysis
Micro LED Transparent Display
2023 Micro LED Transparent Display Cost Analysis
Micro LED Automotive Display Application Overview
E-Mirror Rear View Mirror / Side View Mirror Product Trend
2023 Pillar-to-Pillar Display / OLED Display Market Trend

Chapter III. Automotive Lighting Player Revenue and Strategies

Automotive Lighting Market Landscape
2023-2027 Automotive Lighting Market Value Analysis
2020-2022 Automotive Lighting Player Market Share Analysis
2020-2022 Top 15 Automotive Lighting Player Revenue Ranking
Automotive Lamp Player Revenue and Product Strategies
- Koito
- Valeo
- Forvia Hella
- Marelli
- SL Corporation
- Stanley
- HASCO Vision
- ZKW Group
- Xingyu
- MIND
- Liaowang
- Faway
- Varroc
- Automotive Lamp / Module Factories in China

Chapter IV. Automotive LED Player Revenue and Strategies

Global Automotive LED Player List
2021-2022 Automotive LED Player Market Share Analysis
2020-2022 Top 10 Automotive LED Player Revenue Ranking
2021-2022 Top 10 Automotive LED Player Revenue- Lighting vs. Backlight
Automotive LED Player Revenue and Product Strategies
- ams OSRAM
- Nichia
- Lumileds
- Dominant
- Seoul Semiconductor
- Samsung LED
- Stanley
- Everlight
- Cree LED
- Jufei
- Lextar
- Hongli
- Refond
- LITEON
- Brightek
- LatticePower
- SUNPU
- APT