2020 Global Automotive LED Product Trend and Regional Market Analysis
|2020年全球汽车LED产品趋势和区域市场分析 2020 Global Automotive LED Product Trend and Regional Market Analysis|
|出版日期: 年间契约型资讯服务||内容资讯: 英文||
TrendForce的最新报告 "全球汽车LED产品趋势和区域市场分析:2020" 指出,汽车LED市场将包括智能大灯,穿透式尾灯和由于诸如HDR显示器和环境光之类的先进技术,需求稳步增长。
Micro LED是ADB大灯的解决方案之一,具有许多优点。优点是例如低系统成本,小系统体积和极高的能源效率。目前,micro LED的像素数为1000,但预计在几年内将增加到10,000,并且长期计划达到100,000或更多。微型LED的主要制造商为Koito Manufacturing,法雷奥,海拉,欧司朗,日亚化学,三星LED,CREE和斯坦利。
According to the latest report by LEDinside, the research division of TrendForce, "2020 Global Automotive LED Product Trend and Regional Market Analysis," automotive LED market demand steadily increase by advanced technologies, such as intelligent headlamp, central tunnel taillights, HDR automotive display, ambient light, etc. TrendForce analyze automotive LED market development by five directions, including automotive lighting and display product trend, automotive lamp player revenue and development strategies, LED player revenue performance and product price, in order to provide readers with a comprehensive understanding of automotive LED market trend.
Headlamp development includes four main trends, for instance, halogen replacement, small aperture, adaptive driving beam and projection. According to LEDinside, halogen replacement and ADB will occupy 70-90 percent of headlamps' market share in the next five years.
ADB is an automotive lighting system that can automatically adjust the beam of light so as to ensure the lamp can lighten the front view while protecting the oncoming cars or the vehicles ahead from being affected by glare and cause traffic accident. For the suppliers of auto lamps, ADB can increase the value of auto lamps and directly become an upgraded alternative for halogen lamp. Thereby, ADB will be a key project to develop in the future.
Micro LED is one of several ADB headlamp solutions, which owns many advantages. For instance, lower system cost, smaller system volume and considerably high efficiency. Micro LED Pixel Array is confined to the number of pixel. By far, pixel number of Micro LED Pixel Array unveiled is at a thousand level, which is expected to increase to ten-thousand in the next few years while pixel number higher than a hundred thousand is planned in the longer term. Major players include Koito, Valeo, Hella, OSRAM, Nichia, Samsung LED, CREE, Stanley, etc.
According to LEDinside's investigation and analysis, due to the China-US trade conflicts, the market size of global auto lamp reached USD 29.212 billion (-8% YoY) in 2019. Top five international auto lamp manufacturers included Koito, Valeo, Automotive Lighting, Hella and Stanley respectively. Most manufacturers' revenue for 2019 declined 6%-12% but thanks to the optimization of product mix, Xingyu enjoyed an annual growth up to 25.55%. In addition, as the upgrading of intelligent driving brings about the opportunity of updating LED headlamp and ADB, the value of a single auto lamp increases year by year. In this context, Xingyu has successively received orders from well-known brands such as BMW, Audi and Jaguar Land Rover.
According to LEDinside estimates, automotive LED market scales in 2019 reached USD 2.672 billion. Most automotive LED suppliers posted a YoY decline of 15-30% in revenue for 2019 because of the impact of the US-China trade conflict on new car sales and the fierce price competition. In addition, OSRAM's automotive LED market share fell to 34% in 2019, whereas Nichia's market share crept up just a bit to 25% in 2019.
Amid the China-US trade conflicts and the COVID-19 crisis, the supply chain and cash flow are likely to face disruption and vendors fail to make delivery and payment, which might present a potential risk to the market and lead to a reshuffle for the supply chain. In addition, in a bid to more precisely control manufacturing quality, cost and product performance, both car makers and auto lamp players actively master the information of important components.