![]() |
市場調查報告書
商品編碼
2074812
全球汽車LED市場(2026年):照明與顯示產品趨勢2026 Global Automotive LED Market- Lighting and Display Product Trend |
||||||
根據TrendForce發布的「2026年全球汽車LED市場—照明和顯示產品趨勢」報告,受政治不確定性、貿易政策變化和原料成本上漲的影響,汽車照明供應商正面臨嚴峻的盈利壓力和利潤率限制。為了應對這些挑戰,汽車照明製造商正積極最佳化成本結構,並加速向整合軟體定義車輛(SDV)和高級駕駛輔助系統(ADAS)平台的高價值數位照明系統轉型,旨在實現客製化的動態照明效果,並提升主動安全駕駛能力。隨著軟體定義車輛(SDV)的普及,預計到2030年,汽車照明市場和汽車LED市場規模將分別達到470.7億美元和45.12億美元。
根據TrendForce的分析,到2030年,配備自動駕駛頭燈的車輛數量預計將達到2,280萬輛,滲透率將達到23.8%。從區域來看,歐洲在自動駕駛頭燈的普及方面勢頭最強勁,預計到2030年滲透率將達到30.9%。中國預計將緊隨其後,滲透率將達到29.1%。
微型LED ADB頭燈具備高解析度、高發光效率、靈活的照明範圍以及可獨立控制的像素,為駕駛提供智慧型煞車警示燈毯、車道寬度輔助、高級道路風險預警和讓行訊號等主動安全照明功能。此外,這些頭燈還能整合天氣狀況訊息,進一步提升行車安全。目前,大眾、保時捷、上汽大眾、蔚來、歐普、奧迪、Zeekr和賓士等汽車製造商已正式採用微型LED大燈。根據TrendForce的數據顯示,汽車製造商通常要求微型LED頭燈的平均像素數為2萬。而更先進的產品則擁有7萬至10萬像素,預計在2028年至2030年間取代DLP頭燈並推向市場。
隨著個人化、資訊顯示、駕駛輔助和安全性提升等趨勢的日益成長,智慧訊號顯示器(ISD)應運而生。目前已應用於IM Motors、長城汽車的「機甲龍」、長安NEVO的「E07」、領克的「900」以及BMW的「iX3」等車款。現行法規限制了車輛行駛過程中使用前部資訊顯示器以及顯示動畫文字和圖形。然而,當車輛靜止時,智慧訊號顯示器可以提供多種互動式顯示功能,例如行人過街指示、車輛故障警報、充電狀態更新和危險警告。根據TrendForce分析,智慧訊號顯示器的未來發展趨勢是像素間距從P0.8毫米到P2.5毫米,並採用Mini LED COB技術。
ams OSRAM 創新地開發了「ALIYOS」技術,該技術利用排列在薄而柔軟性的透明箔片上的隱蔽金屬線連接迷你 LED。 ALIYOS 技術在迷你 LED 陣列的佈局方面提供了卓越的柔軟性。此外,由於它可以形成任意形狀的獨立可控單元,因此能夠實現模組化的燈光控制,從而動態顯示符號、字母、圖像和抽象圖案,用於造型、訊息顯示和警告。 ams OSRAM 與全球領先的一級供應商和 OEM 製造商合作,共同探索室內外照明領域的新可能性。
根據TrendForce的分析,裝飾照明包括環境照明、格柵燈/全寬頭燈條和ADS標誌燈。此外,預計到2030年,裝飾性LED照明市場規模將達到3.17億美元。
智慧環境照明技術已從提供基礎氛圍照明發展到創造動態視覺效果。這些效果不僅傳遞警示訊號、訊息和互動引導,還能提升車輛設計美感,進而提升駕駛安全性和舒適性。 ISELED 的智慧環境照明技術率先被寶馬和香港汽車集團採用,隨後是捷克和蔚來汽車。 OSIRE E3731i 智慧環境LED 相容 ams OSRAM 的開放系統協定 (OSP),允許微控制器向每個 OSIRE E3731i LED 發送和接收指令,從而實現高精度顏色校準和溫度補償。目前已應用該技術的車型包括領克 08、捷克 007、捷克 009 Grand、捷克 MIX 和蔚來 ES9。此外,隨著 SAE J3134_202512 標準的發布,預計將有更多汽車製造商採用 ADS 示廓燈。目前已採用此示廓燈的汽車製造商包括梅賽德斯-奔馳、理想汽車、小米、北汽和愛途汽車。
受HDR、局部調光、廣色域和曲面屏等趨勢的推動,蔚來、通用汽車、理想汽車、比亞迪、福特、吉利、Stellantis、紅旗、小米、IM Motors和上汽奧迪等汽車製造商已於2022年至2025年間開始採用Mini LED車載奧迪等汽車製造商已於2022年至2025年間開始採用Mini LED車載奧迪。此外,梅賽德斯-賓士、寶馬和香港汽車集團計劃於2026年至2027年間採用Mini LED車載顯示技術。除寶馬和小米外,多家中國和韓國汽車製造商也計劃推出全景抬頭顯示器(HUD)。
汽車照明市場規模及主要公司的銷售業績
儘管面臨汽車市場競爭加劇、通貨膨脹和外匯波動等不利因素,汽車照明製造商仍在加速研發和應用先進技術,以提升產品價值和營業利潤率。因此,汽車照明市場逆勢成長,預計到2025年將達到356.97億美元。其中,排名前十的汽車照明供應商預計將佔304.58億美元的市場佔有率,達到85%。
中光集團的汽車照明業務年度銷售成長最為顯著,這主要得益於其對豪華車型設計的長期投資。星宇位居第二,銷售成長主要來自中國汽車製造商訂單的增加。同時,法雷奧的汽車照明銷售也實現了成長,這得益於來自歐洲和中國汽車製造商的強勁訂單以及歐元走強。
汽車LED製造商的銷售業績
全球五大LED車頭燈製造商持續擴大其在車頭燈應用領域的市場佔有率。根據TrendForce預測,到2025年,LED車頭燈市場規模預計將達到10.85億美元。在該細分市場中,歐司朗(ams OSRAM)保持著其主導地位,市佔率超過50%。
TrendForce從七個角度分析了汽車LED市場的趨勢,旨在提供全面的見解和行銷策略:
According to TrendForce 2026 Global Automotive LED Market- Lighting and Display Product Trend, pressured by political uncertainty, shifting trade policies, and inflated raw material costs, automotive lighting suppliers are facing severe profitability compression and margin constraints. To overcome these challenges, automotive lighting manufacturers are actively optimizing their cost structures, while accelerating the transition toward high-value-added digital lighting systems integrated with both software-defined vehicles (SDVs) and ADAS platforms, to achieve customized dynamic lighting effects and enhance active safety driving functions. Software-defined vehicles (SDVs) are expected to drive the automotive lighting and automotive LED markets to USD 47.070 billion and 4.512 billion by 2030, respectively.
Under TrendForce’s analysis, ADB headlight-equipped vehicles are likely to reach 22.8 million units by 2030, representing a 23.8% penetration rate. Regionally, Europe demonstrates the strongest momentum toward ADB headlight adoption, with penetration estimated to reach 30.9% by 2030. China is forecast to follow with 29.1%.
Featuring high resolution, high luminous efficacy, a flexible illumination area, and independently controllable pixels, Micro LED ADB headlights provide drivers with active safety lighting features, including adaptive light carpet, width-assist, high-alert road risk signaling, and courtesy yield signal. Additionally, these headlights can integrate weather conditions to enhance driving safety. Micro LED headlights have been officially adopted by Volkswagen, Porsche, SAIC Volkswagen, NIO, Opel, Audi, Zeekr, Mercedes-Benz. According to TrendForce, automakers typically demand an average pixel count of 20,000 for Micro LED headlights; on the other hand, more advanced products come with 70,000-100,000 pixels, slated for market release from 2028 to 2030 to replace DLP headlights.
Intelligent signal displays (ISDs) have emerged with a growing trend toward personalization, communication displays, driver assistance, and safety upgrading. Current use cases include IM Motors, GWM’s Mecha Dragon, Changan NEVO’s E07, Lynk & Co’s 900, and BMW’s iX3 models. Prevailing regulations now restrict the use of front communication displays and the presentation of any animated text / graphics when the vehicle is in motion. However, when the vehicle remains stationary, intelligent signal displays can provide diverse interactive display functions, such as pedestrian crossing indicators, vehicle malfunction alerts, charging status updates, and hazard warnings. According to TrendForce’s analysis, intelligent signal displays are set to advance toward P0.8-P2.5 pixel pitches and Mini LED COB technology.
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 and OEMs worldwide to explore new possibilities in both interior / exterior lighting.
According to TrendForce’s analysis, decorative lights comprise ambient lights, grille lamps / full-width front strips, and ADS marker lamps. Moreover, the decorative light LED market is poised to reach USD 317 million by 2030.
Intelligent ambient lights have evolved from providing basic atmospheric illumination to creating dynamic visual effects. These effects not only convey warning signals, communications, and interactive guidance but also enhance design aesthetics, thereby improving driving safety and comfort. ISELED intelligent ambient lights were first adopted by BMW and HKMC, followed by Zeekr and NIO. The OSIRE E3731i intelligent ambient LED supports ams OSRAM’s Open System Protocol (OSP), which enables microcontrollers to send commands and access to each OSIRE E3731i LED, thereby achieving high-precision color calibration and temperature compensation. Current use cases include Lynk & Co 08, Zeekr 007, Zeekr 009 Grand, Zeekr MIX, and NIO ES9. Moreover, following the release of the SAE J3134_202512 standard, it is anticipated that more automakers will adopt ADS marker lamps. Automakers that have adopted these lamps include Mercedes-Benz, Li Auto, Xiaomi, BAIC, and AITO.
Driven by trends toward HDR, local dimming, a wide color gamut, and curved screens, automakers that began adopting Mini LED automotive displays between 2022-2025 include NIO, General Motors, Li Auto, BYD, Ford, Geely, Stellantis, Hongqi, Xiaomi, IM Motors, and SAIC-Audi. In addition, Mercedes-Benz, BMW, and HKMC are set to adopt Mini LED automotive display technology from 2026-2027. Besides BMW and Xiaomi, OEMs across China and Korea also plan to implement panoramic HUDs.
Automotive Lighting Market Scale and Player Revenue Performance
Automotive lighting manufacturers have accelerated the development and deployment of advanced technologies amid headwinds from automotive market competition, inflation, and currency fluctuations, in an effort to increase the added value of products and operating margins. Accordingly, the automotive lighting market countered the trend and climbed to USD 35.697 billion in 2025. Specifically, the top 10 automotive lighting suppliers are projected to contribute USD 30.458 billion, maintaining their market share at 85%.
ZKW’s automotive lighting business was supported by its long-term investments in the high-end car model design, thereby recording the most significant annual revenue growth. Xingyu ranked second in terms of revenue growth, driven by order inflow from Chinese automakers. Meanwhile, Valeo witnessed automotive lighting revenue growth due to strong order books from European and Chinese carmakers and EUR appreciation.
Automotive LED Player Revenue Performance
The global top five headlight LED manufacturers continue to increase their revenue share from the headlight application. According to TrendForce, the headlight LED market reached USD 1.085 billion in 2025. Within this segment, ams OSRAM maintained its dominant position, commanding over 50% of the market share.
TrendForce has analyzed developments in the automotive LED market from seven perspectives, aiming to provide a comprehensive insight and marketing strategy: