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市場調查報告書
商品編碼
1764336
全球汽車LED市場(2025年)- 照明與顯示產品趨勢2025 Global Automotive LED Market- Lighting and Display Product Trend |
全球汽車LED市場(2025年)- 照明和顯示產品趨勢預測,由於持續的經濟不確定性,2025年價格下行壓力將加劇。不過,TrendForce對車用LED廠商訂單積壓情況的分析顯示,汽車產量預計將在2025年下半年再次復甦。此外,隨著先進技術將繼續搭載於2026年車型,預計到2025年,車用LED和車用照明的市場規模將分別成長至34.51億美元和357.29億美元。
ADB車頭燈透過獨立控制高性能LED,提供更佳的道路照明,擴大駕駛者的夜間視野,並透過獨立控制延長偵測障礙物時的反應時間。無眩光遠光燈可減輕前車和對側車輛駕駛的不適感,並防止行人被車頭燈晃眼。根據TrendForce分析,由於全球經濟不確定性增加,ADB車頭燈市場滲透率的成長放緩,但到2029年仍有望達到21.6%。
Micro/Mini LED像素模組在ADB車頭燈的應用日益廣泛,可透過像素的獨立數位控制來調整照射區域,提高駕駛安全性。採Samsung的PixCell LED(COB技術)的Mini LED像素模組已成功搭載於Tesla Model 3/Y和NIO ES6。此外,Volkswagen、Porsche、SAICVolkswagen、NIO、Opel、Audi等汽車製造商將在2025年率先採用Micro LED頭燈解決方案。
ADB頭燈是大勢所趨,強調小發光面(LES)、高亮度和高對比。據TrendForce表示,汽車製造商對Micro LED ADB頭燈的平均像素要求為2萬像素。未來Micro LED像素陣列的產品趨勢可望朝兩個方向發展:3000-4000像素的低像素產品,以及70000-100000像素的高階產品。 OEM廠商的目標是每個頭燈達到10萬像素。因此,ams OSRAM和Nichia計劃持續提升Micro LED像素陣列的像素數量,以滿足汽車製造商的需求和目標。
隨著汽車照明個人化、通訊顯示、駕駛輔助和安全性提升等趨勢的發展,Mini LED 尾燈(後部)和 RGB Mini LED 通訊顯示器(前部)應運而生。這些產品已應用於 IM Motors、GWM(SAR Mecha Dragon)、Changan(NEVO CD07)等品牌的車輛。根據 TrendForce 分析,目前主流設計主要採用 P3-P4 顯示屏,出於成本和功耗方面的考慮,功率為 100W。
ams OSRAM 創新開發了 ALIYOS 技術,將 Mini LED 與排列在纖薄柔性透明箔片上的不顯眼金屬線連接起來。 ALIYOS 技術為 Mini LED 陣列的放置提供了極大的靈活性。它們還可以作為可單獨尋址的單元形成任何形狀,實現基於區塊的燈光控制,允許動態顯示符號、文字、圖像和抽象畫,用於造型、資訊傳遞和警告。 ams OSRAM 正與全球主要汽車零件製造商和 OEM 合作,探索汽車內外照明領域的全新可能性。
根據 TrendForce 分析,裝飾照明包括氣氛燈、格柵燈、全寬前飾條、ADS 標誌燈等。預計到2029年,裝飾照明市場規模將躍升至 3.11億美元,2024年至2029年的年複合成長率將達到 28%。其中,智慧氛圍 LED 市場在2024年至2029年的年複合成長率將高達 69%。
智慧氛圍燈採用內建驅動 IC 驅動的RGB LED。除了獲得 ISELED 聯盟認證的智慧氛圍燈外,ams OSRAM 和 Dominant 還相繼推出了搭載開放系統協定(OSP)的智慧氛圍燈。 ams OSRAM 的智慧氛圍燈已搭載於 ZEEKR MIX(2024年)車型,預計將被歐美汽車製造商採用。
除了 RGB LED 解決方案外,汽車製造商還計劃採用高顯色性(CRI 95 及以上)和可調色溫(2,700-6,500K)的白光 LED 解決方案,用於閱讀燈、車頂燈、化妝鏡和腳部空間照明。首爾半導體採用 SunLike 技術的環境白光 LED 產品處於業界領先地位。該產品已成功整合於Volvo Polestar 3/EX90 車型。其 1W 環境白光 LED 亮度高達 100 lm(CRI 95 以上)。
隨著HDR、局部調光、廣色域和曲面螢幕設計的趨勢發展,包括NIO、General Motors、Li Auto、BYD、Ford、Geely、Stellantis在內的汽車製造商將在2024年開始採用車載Mini LED顯示器。Xiaomi、BMW、Mercedes-Benz、HKMC、BAIC、GWM、Sony預計將在2025年至2029年間推出搭載Mini LED顯示器的汽車。此外,全景和全像HUD預計將開始採用Mini LED技術來提升對比度,進一步推動車載顯示器市場的成長動能。
根據TrendForce預測,在新能源汽車的帶動下,2024年全球汽車銷售將達到8,855萬輛,新能源汽車滲透率將達到25%。然而,隨著車燈廠商受到價格壓力、庫存去化、匯率波動等因素的影響,汽車照明市場規模將小幅下滑至346.58億美元。2024年,全球十大汽車照明廠商分別為Koito、Valeo、Forvia Hella、Marelli、Stanley、SL Corporation、Xingyu、HASCO Vision、ZKW、OPmobility。
2024年全球五大車用LED廠商分別為ams OSRAM、Nichia、Lumileds、Seoul Semiconductor、Dominant。ams OSRAM憑藉其穩定的品質、卓越的光效和高性價比,已成為全球高端汽車和新能源汽車製造商的首選供應商。Seoul Semiconductor的銷售業績主要得益於韓國和中國訂單的成長。此外,由於中國、歐洲和韓國市場需求的成長,億光預計2024年其車用LED銷售額將成長40%以上。弘凱光電致力於汽車市場應用,致力於光學感測技術,協助溝通和沈浸式體驗,並致力於為客戶提供一體化的加值服務。
TrendForce從七個角度分析車用LED市場的發展:
由此,為讀者呈現車用LED市場的完整市場動態。
According to TrendForce "2025 Global Automotive LED Market- Lighting and Display Product Trend, towards 2025", due to the ongoing uncertainty in the overall economy, greater downward pricing pressure is anticipated in 2025. However, according to TrendForce's analysis on automotive LED manufacturers' orders on hand, car production is expected to recover again in 2H25. Additionally, with advanced technologies continuing to be incorporated into car models of 2026, the automotive LED and automotive lighting market value is forecasted to grow to USD 3.451 billion and USD 35.729 billion in 2025.
Through independent control of high-performance LEDs, the ADB headlights help expand drivers' nighttime field of view, giving them more time to react when seeing an obstacle and achieving better road lighting. Glare-free high beams help reduce discomfort for drivers of vehicles ahead, those of opposing vehicles, and prevent pedestrians from being dazzled by headlights. As TrendForce analyzes, increasing global economic uncertainty has slowed the growth of the ADB headlight market penetration rate, but still has the potential to reach 21.6% by 2029.
As Micro/Mini LED pixelated module is increasingly used for ADB headlights, the area of illumination can be adjusted for better driving safety through independent digital control of pixels. Mini LED pixelated modules utilized by Samsung's PixCell LED (COB technology) have been successfully implemented in the Tesla Model 3 / Y and the NIO ES6. In addition, Volkswagen, Porsche, SAIC Volkswagen, NIO, Opel, and Audi have been leading car makers in adopting Micro LED headlight solutions in 2025.
ADB headlights are the trend of the times, with an emphasis on a small light emitting surface (LES), high brightness, and high contrast. According to TrendForce, automakers require an average pixel count of 20,000 for Micro LED ADB headlights. The future product trend of Micro LED pixel arrays will have the opportunity to develop towards two polarizations: one is low-pixel products, using 3,000-4,000-pixels; the other is premium products, using 70,000-100,000-pixels. OEMs have set a target of 100,000 pixels per headlight. Therefore, ams OSRAM and Nichia plan to continually increase the pixel count of its Micro LED pixel array to meet automaker demands and goals.
The increasing trend towards personalization, communication display, driver assistance, and safety upgrading for automotive lighting has given rise to Mini LED taillights (rear) and RGB Mini LED communication displays (front). These products have been installed in the vehicles of IM Motors, GWM (SAR Mecha Dragon), and Changan (NEVO CD07). According to TrendForce's analysis, current mainstream designs mainly incorporate P3-P4 displays and a 100W specification for cost and power consumption concerns.
ams OSRAM has innovatively developed its ALIYOS technology, connecting Mini LEDs with unnoticeable metal wires that are arranged on a slim, flexible, and transparent foil. ALIYOS offers great flexibility for the arrangement of Mini LED arrays. It can also form any shape as individually addressable units, achieving block-based light control, hence the ability to display symbols, words, images, and abstract pictures dynamically for styling, messaging, and warning. ams OSRAM is working with leading Tier 1 automotive suppliers and OEMs worldwide to explore new possibilities in both interior and exterior automotive lighting.
As TrendForce analyzes, decorative lights include ambient lights, grill lamps, full-width front strips, and ADS marker lamps. The decorative light market scale is likely to jump to USD 311 million by 2029, with a 28% CAGR from 2024 to 2029. Specifically, the 2024-2029 CAGR for the intelligent ambient LED market will be a whopping 69%.
Intelligent ambient lights are equipped with RGB LEDs powered by built-in driver ICs. Beyond the intelligent ambient lights certified by the ISELED Alliance, ams OSRAM and Dominant have successively launched intelligent ambient lights with the Open System Protocol (OSP). The microcontroller can send commands to lighting units individually and obtain their status, enabling high-precision color calibration and temperature compensation. ams OSRAM's intelligent ambient lights are installed on the ZEEKR MIX (2024) model and is expected to be adopted by European and American automakers.
In addition to RGB LED solutions, automakers intend to adopt white LED solutions featuring high color rendering (CRI greater than or equal to 95), and adjustable color temperature (2,700-6,500K) for reading lights, roof lights, make-up mirrors, and foot room illumination. Seoul Semiconductor's ambient white LED product featuring SunLike technology leads the industry. The product has been successfully integrated into Volvo Polestar 3 / EX90. Its 1W ambient white LED achieves a brightness of up to 100 lm (CRI greater than or equal to 95).
Following the trend towards HDR, local dimming, wide color gamut, and curved screen design, car manufacturers began adopting automotive Mini LED displays in 2024, including NIO, General Motors, Li Auto, BYD, Ford, Geely, and Stellantis. Xiaomi, BMW, Mercedes-Benz, HKMC, BAIC, GWM, and Sony are expected to release vehicles equipped with Mini LED displays between 2025 and 2029. Additionally, panoramic HUDs and holographic HUDs will start adopting Mini LED technology to enhance contrast ratio, which is expected to drive growth momentum for the automotive display market.
According to TrendForce, driven by NEVs, global car sales in 2024 hit 88.55 million units, with the NEV penetration rate reaching 25%. However, as automotive lighting manufacturers were affected by pricing pressure, inventory depletion, and exchange rate fluctuations, the automotive lighting market value slightly dropped to USD 34.658 billion. In 2024, the top ten automotive lighting players were Koito, Valeo, Forvia Hella, Marelli, Stanley, SL Corporation, Xingyu, HASCO Vision, ZKW, and OPmobility.
The top five automotive LED manufacturers in 2024 include ams OSRAM, Nichia, Lumileds, Seoul Semiconductor, and Dominant. Thanks to the stable quality, exceptional luminous efficacy, and good value of its products, ams OSRAM has become the preferred supplier for premium vehicle and NEV manufacturers worldwide. Seoul Semiconductor's sales performance was mainly benefited from order increases in Korea and China. In addition, thanks to the rising demand in China, Europe, and South Korea, Everlight saw its automotive LED revenue surge more than 40% in 2024. Brightek specializes in automotive market applications and has regarded light sensing for communication and immersive experiences as its target, aiming to offer integrated value-added services for its customers.
TrendForce has analyzed developments in the automotive LED market from seven perspectives:
In this way, we provide readers with a comprehensive picture of marketing dynamics in the automotive LED market.