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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

出版商 TrendForce 商品编码 945630
出版日期 年间契约型资讯服务 内容资讯 英文
价格
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
简介

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。

此服务通过分析汽车照明和显示产品的趋势,汽车照明制造商的利润和发展战略,LED制造商的利润结果和产品价格来分析汽车LED市场。我们提供详细信息,以全面瞭解LED市场的趋势。

除了2020年6月发布的报告(PDF)和数据集(Excel),此服务还将在2020年12月提供数据集(Excel)的更新版本。

汽车照明产品趋势

前照灯的发展包括四个主要趋势,例如卤素灯的更换,小光圈,自适应驱动光束(ADB)和投影。根据TrendForce的数据,在未来五年中,替换卤素灯和亚行有望占前照灯市场占有率的70-90%。

ADB是一种汽车照明系统,可以根据迎面驶来的车辆和在前车辆的存在自动调整配光,并减少由于灯光眩光的影响而导致交通事故的风险。亚行是汽车灯制造商的重要项目,这是未来发展的关键,因为它提高了汽车灯的价值,并成为直接卤素灯的直接兼容产品。

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。

汽车显示产品趋势

  • 1。HDR显示器:自2020年以来,汽车制造商开始引入HDR和局部调光技术,以实现汽车显示器更高的亮度和更高的对比度。与家用电器不同,汽车显示器的厚度要求不那么严格,这意味著更少的LED。此外,考虑到良率,许多制造商通过将LED封装和微型LED与驱动IC结合使用来实现HDR局部调光显示。考虑到局部调光的需求和成本,60-384的调光范围似乎是局部调光的主流。 HDR显示器的领先制造商包括GM,Innolux,友达,Macroblock,Nichia,OSRAM,Everlight和Lextar。
  • 2。完整的仪表板显示:由于车辆安全法规的限制(在激活安全气囊时防止玻璃碎片),汽车制造商目前正在使用完整的仪表板(A如果要将显示面板扩展到支柱的末端),则只有OLED显示器可用。
  • 3。透明显示:下一代显示技术Micro LED可以配备柔性显示和透明显示,并将在未来的智能汽车中采用。信息将随处显示。 Micro LED显示屏为ADAS,自动驾驶汽车和汽车共享创造了移动性和通信新时代。

汽车灯的市场规模和公司战略

根据TrendForce的研究和分析,由于中美贸易摩擦的影响,2019年全球汽车灯市场规模为292.12亿美元(同比下降8%)。排名前五位的汽车灯制造商是Koito Manufacturing,法雷奥,汽车照明,海拉和史丹利。大多数灯具制造商的收入在2019年下降6%至12%,但由于其产品组合的优化,星宇每年均增长25.55%。此外,随著向智能驾驶的过渡为LED前照灯和亚行的需求创造了机会,汽车灯的价格逐年上涨。在这种情况下,星宇已接获宝马,奥迪和捷豹路虎等知名品牌的订单。

  • 汽车LED制造商的收入表现

    TrendForce估计,2019年汽车LED的市场规模为26.72亿美元。由于中美贸易摩擦对新车销售的影响以及价格竞争加剧,2019年大多数汽车LED供应商的销售同比下降15%至30%。欧司朗(OSRAM)2019年汽车LED市场份额下降至34%,日亚化学(Nichia)市场份额略增至25%。

    COVID-19对汽车市场的影响

    在中美贸易摩擦和COVID-19危机中,供应炼和现金流中断,供应商交付和付款延迟以及潜在的市场风险,重组了供应链可能导致。另外,为了更精确地控制制造质量,成本和产品性能,汽车制造商和汽车灯制造商积极掌握重要零件的信息。

    PDF报告目录

    第1章汽车照明市场趋势分析

    • 前照灯产品趋势
    • 前照灯产品的技术要求
    • AFS和ADB产品分析
    • 智能大灯产品趋势
      • LED矩阵和LCD智能灯
      • DMD技术
      • 微型LED像素阵列的制造
      • Micro LED像素阵列市场状况
      • Micro LED像素阵列市场收入
    • 智能大灯的特点及综合分析
    • 激光头灯产品趋势
    • 集成LiDAR和前照灯的利弊
    • RCL产品趋势
    • LED表面光RCL产品(例如OLED)的趋势
    • 迷你LED RCL的优缺点分析
    • 环境照明产品趋势及优缺点分析
    • 微型LED和微型LED汽车照明计划概述

    第2章汽车显示器市场趋势分析

    • 汽车显示产品的四大趋势(2020年)
    • 按应用分列的汽车显示产品趋势(2020年)
    • 汽车显示屏LED产品规格和价值链分析
    • HDR和本地调光趋势以及供应链分析(2020年)
    • 边缘类型和直接类型(HDR/局部调光)汽车显示器的成本分析案例研究(2020年)
    • Micro LED汽车显示器出货量分析(2020-2025)
    • Micro LED和OLED整车显示产品趋势
    • 汽车微型LED透明显示器的趋势
    • 汽车微型LED透明显示器成本分析(2020)
    • HUD主要制造商的产品趋势和市场份额分析
    • 电子镜产品趋势
    • 驾驶员监控系统/乘员监控系统市场的趋势(2020年)
    • 汽车空气净化产品市场趋势(2020年)

    第3章全球汽车灯制造商的收入和趋势

    • 主要汽车灯,模块和LED的价值链分析
    • 全球13个主要汽车灯制造商的收入排名(2017-2019)
    • 全球汽车灯制造商的市场份额(2017-2019)
    • 汽车灯制造商的收入和产品策略
      • Koito Manufacturing Co., Ltd.
      • Valeo
      • Marelli Holdings vs. Automotive Lighting
      • Hella
      • Stanley
      • HASCO Vision
      • ZKW Group
      • Varroc Lighting Systems
      • Xingyu
      • SL Corporation
      • Mande
      • Nanning Liaowang
      • Tong Ming
    • 中国汽车灯具和模块厂

    第4章全球汽车LED制造商的收入和战略

    • 全球15个主要汽车LED制造商的收入排名(2018-2019)
    • 汽车LED制造商的市场份额分析(2019)
    • 汽车LED制造商的收入和产品战略
      • OSRAM
      • Nichia
      • Lumileds
      • Stanley
      • Seoul Semiconductor
      • Dominant
      • Samsung Electronics
      • Everlight
      • CREE
      • Hongli
      • Jufei
      • LatticePower
      • Sunpu
      • Refond

    第5章COVID-19对全球汽车行业的影响

    • 世界乘用车/货车市场出货量(2019-2020)
    • COVID-19对全球汽车生产的影响
    • 按省份分析COVID-19对中国汽车生产和消费政策的影响
    • 汽车照明市场和供应链趋势(2020年)

    EXCEL数据集概述

    第1部分:按地区分列的汽车市场出货量预测(2019-2020)

    • 欧洲
    • 美国
    • 日本
    • 中国
    • 新兴市场(印度,巴西,东南亚)

    第2部分:按产品分列的汽车LED市场的销售额,出货量和渗透率(2020-2024)

    • 常规乘用车(OE)
    • 常规乘用车(AM/PM)
    • 电动汽车(OE)
    • 电动汽车(AM/PM)
    • 常规厢式货车(OE)
    • 常规厢式货车(AM/PM)
    • 电动厢式货车(OE)
    • 电动厢式货车(AM/PM)

    汽车外部照明

    • RCL
    • DRL
    • 位置/签名灯
    • 远光灯/近光灯
    • 雾灯/侧面标志灯
    • 方向指示灯
    • CHMSL
    • 镜灯

    汽车室内照明

    • 集群面板
    • 阅读灯
    • CID(AC,DVD)
    • 显示面板(GPS,娱乐)
    • 其他(装饰物品等)

    第3部分:汽车LED市场销售,出货量和渗透率:按产品分(2019-2020)

    • 按地区划分的市场
      • 欧洲
      • 美国
      • 日本
      • 中国
      • 新兴市场(印度,巴西,东南亚)
    • 产品
      • 位置/签名灯
      • 远光灯/近光灯
      • 雾灯/侧面标志灯
      • 方向指示灯
      • CHMSL
      • 镜灯
    • 汽车外部照明
      • RCL
      • DRL
      • 位置/签名
      • 远光/近光
      • 雾侧标记
      • 方向指示器
      • CHMSL
      • 镜灯
    • 汽车内部照明
      • 集群面板
      • 阅读灯
      • CID(AC,DVD)
      • 显示面板(GPS,娱乐)
      • 其他(装饰物品等)

    第4部分:车载灯和车载LED收入表现

    • 汽车灯制造商收入排名(2017-2019)
    • 汽车LED制造商利润排名(2017-2019)
    • 汽车LED制造商收入排名:外部,内部(2019)
    • 汽车LED制造商的收入排名:亚太地区,美国,欧洲/中东/非洲(2019)
    • 汽车LED价格趋势前照灯,RCL,汽车显示器(2018-2020年上半年)
  • 目录

    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.

    Automotive Lighting Product 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.

    Automotive Display Product Trend

    • 1. HDR Display: Since 2020, car makers attempt to implement HDR and local dimming technologies to enable the automotive display to provide higher brightness and better contrast ratio. Unlike consumer electronics, automotive display requires less rigorously on thickness, so it needs a fewer number of LEDs. Considering yield, many makers also adopt LED package or Mini LED matched with drive IC to achieve HDR local dimming display. Given the demand for local dimming and cost requirements, mainstream local dimming will have 60-384 dimming zones. Major players include GM, Innolux, AUO, Macroblock, Nichia, OSRAM, Everlight and Lextar.
    • 2. Full Car Display: Limited by automotive safety regulations (Ensure no glass fragments when the airbag inflates.), auto makers currently can only use OLED display if they want to extend automotive panel from cluster to CID and co-pilot seat (A pillar-left to A pillar-right).
    • 3. Transparent Display: Micro LED, the next-generation display technology, can be equipped with flexible display and transparent display to be used in smart vehicle in the future, and the information display will appear in almost everywhere in the car. Micro LED display will create a new era of mobility and communication for ADAS, autonomous vehicle and car sharing.

    Automotive Lamp Market Scale and Player Strategies

    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.

    Automotive LED Player Revenue Performance

    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.

    Impact of COVID-19 on Automotive Market

    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.

    Table of Contents

    Chapter I. Automotive Lighting Market Trend Analysis

    • Headlamp Product Trend
    • Headlamp Product Technology Requirement
    • AFS vs. ADB Product Analysis
    • Intelligent Headlamp Product Trend
      • LED Matrix vs. LCD Intelligent Lamp
      • DMD Technology
      • Micro LED Pixel Array Manufacturing
      • Micro LED Pixel Array Market Landscape
      • Micro LED Pixel Array Market Value
    • Intelligent Headlamp Characteristics and Comprehensive Analysis
    • Laser Headlamp Product Trend
    • Pros and Cons of the Integration of LiDAR and Headlamp
    • RCL Product Trend
    • OLED-Like LED Surface Light RCL Product Trend
    • Mini LED RCL Pros and Cons Analysis
    • Ambient Light Product Trend vs. Pros and Cons Analysis
    • Mini LED vs. Micro LED Automotive Lighting Planning Overview

    Chapter II. Automotive Display Market Trend Analysis

    • 2020 Four Automotive Display Product Trends
    • 2020 Automotive Display Product Trend-By Application
    • Automotive Display LED Product Specification and Value Chain Analysis
    • 2020 HDR vs. Local Dimming Trend and Supply Chain Analysis
    • 2020 Edge-Type vs. Direct-Type (HDR / Local Dimming) Automotive Display Cost Analysis-Case Study
    • 2020-2025 Mini LED Automotive Display Shipment Analysis
    • Micro LED vs. OLED Full Car Display Product Trend
    • Micro LED Automotive Transparent Display Trend
    • 2020 Micro LED Automotive Transparent Display Cost Analysis
    • HUD Product Trend and Major Player Market Share Analysis
    • E-Mirror Product Trend
    • 2020 Driver Monitoring System / Occupancy Monitoring System Market Trend
    • 2020 Automotive Air Sterilization Market Trend

    Chapter III. Global Automotive Lamp Player Revenue and Movements

    • Major Auto Lamp, Module, LED Value Chain Analysis
    • 2017-2019 Global Top 13 Auto Lamp Player Revenue Ranking
    • 2017-2019 Global Auto Lamp Player Market Share
    • AutomotiveLamp Player Revenue and Product Strategies
      • Koito Manufacturing Co., Ltd.
      • Valeo
      • Marelli Holdings vs. Automotive Lighting
      • Hella
      • Stanley
      • HASCO Vision
      • ZKW Group
      • Varroc Lighting Systems
      • Xingyu
      • SL Corporation
      • Mande
      • Nanning Liaowang
      • Tong Ming
    • Automotive Lamp vs. Module Factories in China

    Chapter IV. Global Automotive LED Player Revenue and Strategies

    • 2018-2019 Global Top 15 Automotive LED Player Revenue Ranking
    • 2019 Automotive LED Player Market Share Analysis
    • AutomotiveLED Player Revenue and Product Strategies
      • OSRAM
      • Nichia
      • Lumileds
      • Stanley
      • Seoul Semiconductor
      • Dominant
      • Samsung Electronics
      • Everlight
      • CREE
      • Hongli
      • Jufei
      • LatticePower
      • Sunpu
      • Refond

    Chapter V. The Impact of COVID-19 on Global Automotive Industry

    • 2019-2020 Global Passenger and Box Truck Market Shipment
    • The Impact of COVID-19 on Global Auto Manufacturing
    • COVID-19 Analysis of the Impact on China's Automobile Manufacturing and Consumption Policy by Province
    • 2020 Automotive Lighting Market Trend and Supply Chain Trend

    EXCEL Report Outline

    PART One. 2019-2020 Car Market Shipment Forecast-By Region

    • Europe
    • USA
    • Japan
    • China
    • Emerging Market (India, Brazil, Southeast Asia)

    PART Two. 2020-2024 Automotive LED Market Value, Volume and Penetration-By Product

    • Conventional Passenger Car (OE)
    • Conventional Passenger Car (AM/PM)
    • Electric Passenger Car (OE
    • Electric Passenger Car (AM/PM)
    • Conventional Box Truck (OE)
    • Conventional Box Truck (AM/PM)
    • Electric Box Truck (OE)
    • Electric Box Truck (AM/PM)

    Automotive Exterior

    • RCL
    • DRL
    • Position / Signature
    • High / Low Beam
    • Fog / Side Marker
    • Direction
    • CHMSL
    • Mirror Lamp

    Automotive Interior

    • Cluster
    • Reading Lights
    • CID (AC, DVD)
    • Panel (GPS, Entertainment)
    • Others (Decoration, etc.)

    PART Three. 2019-2020 Automotive LED Market Value, Volume and Penetration-By Product

    • Regional Markets
      • Europe
      • USA
      • Japan
      • China
      • Emerging Market (India, Brazil, Southeast Asia)
    • Products
    • Automotive Exterior
      • RCL
      • DRL
      • Position / Signature
      • High / Low Beam
      • Fog / Side Marker
      • Direction
      • CHMSL
      • Mirror Lamp
    • Automotive Interior
      • Cluster
      • Reading Lights
      • CID (AC, DVD)
      • Panel (GPS, Entertainment)
      • Others (Decoration, etc.)

    PART Four. Automotive Lamp vs. Automotive LED Revenue Performance

    • 2017-2019 Automotive Lamp Player Revenue Ranking
    • 2017-2019 Automotive LED Player Revenue Ranking
    • 2019 Automotive LED Player Revenue Ranking-Exterior: Interior
    • 2019 Automotive LED Player Revenue Ranking-APAC : USA : EMEA
    • 2018-1H20 Automotive LED Price Trend-Headlamp, RCL, Automotive Display