In the past, the application of lighting in automobiles mainly existed to assist driving safety and give play to the basic functions of road lighting and driving safety tips. However, with the continuous development of automobiles on the new four modernizations, lighting products play an increasingly important role in automobiles.
In the past, the application of lighting in automobiles mainly existed to assist driving safety and give play to the basic functions of road lighting and driving safety tips. However, with the continuous development of automobiles on the new four modernizations, lighting products play an increasingly important role in automobiles. The consumer market and the automobile industry have put forward more and more new technical requirements for vehicle lighting. The lamp should not only have higher brightness and efficient lighting functions, but also have more intelligent, entertainment and other additional functions to bring new experience to consumers and help improve the value of the whole vehicle.
In order to meet the new demand for automotive lighting applications, LED applications have gradually increased in recent years. According to the LEDinside data of the Optoelectronic Research Division of TrendForce Chibang Consulting, with the dual growth momentum of the increase in vehicle market shipments and the increase in LED lighting penetration, the automotive LED market size in 2021 will reach 3.543 billion dollars.
This year, the domestic auto market is soaring, driving the demand for LED to increase, and also making the automotive market more popular in the LED industry.
In the first half of 2022, under the background of the economic downturn in the general environment, the automobile market has achieved a good result of both production and sales with the support of the national purchase tax halved and the local government's policies to promote automobile consumption. The demand for products related to indirect power car lighting has been increased. The semi-annual reports of many LED manufacturers have shown that the business performance of car lighting has increased year-on-year.
According to the data of China Automobile Industry Association, the production and sales of automobiles increased by 6.1% and 3.3% respectively in the first November of this year; The production and sales of new energy vehicles doubled year on year. Therefore, it is expected that LED manufacturers' vehicle-related businesses will also benefit in 2022, and their performance will maintain a growth trend.
According to LEDinside, Jingke Electronics performed well in the LED orders for vehicles in 2022, with 1.5 million passenger cars carrying Jingke LED products in the tail lamps and front lamps; In January-August this year, the sales of Jingneng Optoelectronics automotive lighting products increased tenfold; The order of front loading of Guoxing Optoelectronics increased by more than 50% year on year and is growing continuously
The booming automobile market also allows LED enterprises to accelerate their participation in the layout of the automobile lighting market. At the 2022 ALE Lamp Exhibition, many LED related enterprises participated in the exhibition, showing their vehicle lighting product portfolio in succession, showing their rich LED technology and experience to downstream customers and end vehicle enterprises, hoping to quickly enter the vehicle lighting circuit.
Despite the high heat of LED vehicle lighting, it is still an area with high threshold for most LED manufacturers, and the development speed of the new four modernizations in the automobile industry is continuously accelerating. How do LED enterprises face the opportunities and challenges?
The electrification, networking, intelligence and sharing represented by the new concept of "four modernizations" of automobiles endow the application of automobile lighting with new changes, including the ADB high beam headlights, grille lights, through-type tail lights, etc. for the exterior decoration of automobiles, and the intelligent atmosphere lights for the interior decoration are all the latest applications of automobile lighting under the trend of "four modernizations".
Among them, ADB high beam headlamp, grille lamp and intelligent atmosphere lamp will become the key to drive the growth of the automotive lighting market in the future because of the following characteristics:
ADB headlamp: The characteristic of ADB headlamp is that its beam mode can adapt to the presence of oncoming vehicles and vehicles ahead, effectively increasing the driver's response time to obstacles ahead, so as to improve the driver's long-distance visibility; Its non-glare high beam feature can reduce the discomfort caused by the light irradiation of the front car, the oncoming car and the pedestrian. In the future, ADB headlights will also add the projection of navigation information, dynamic lane assistance and other road projection functions to enhance the information interaction between vehicles.
Grille lamp: since the electric vehicle does not need engine cooling system and diffuser grille to help the engine heat dissipation and air intake combustion, vehicle enterprises began to add lighting system at the grille for personalized display, animation and interactive display purposes, further showing the personalized design of the vehicle manufacturer's brand.
Intelligent atmosphere light: In fact, the atmosphere light has already been introduced into European and Chinese models. The intelligent atmosphere light is the RGB LED with built-in drive IC, which simplifies the circuit design and improves the product application flexibility. It can easily achieve full-color mixing and dynamic situational effects, and create a unique cabin atmosphere when adjusting the car climate control system and entertainment information system.
TrendForce Chibang Consulting estimates that after the intelligent atmosphere lamp is applied to high-end European models from 2022, it will gradually expand its application in more models, and the market output value will grow year by year.
LED enterprises have observed the latest kinetic energy of vehicle lighting and are ready:
Wafer Optoelectronics: Recently, LEDinside has communicated with Wafer Optoelectronics and Lunda Electronics, which are owned by Fuji. Among them, Wafer Optoelectronics said that the company's main automotive lighting products include medium power F type series and high power PEC type series that can be applied to automotive interior and exterior decoration. Due to the long-term layout of the vehicle market, the vehicle lighting business is currently steadily receiving orders. Due to the long period of vehicle introduction, there will continue to be project introduction in the next two years.
Wafer Optoelectronics believes that, in addition to the above-mentioned ADB headlights, atmosphere lights and other high-heat vehicle lighting products, the Cyan-band lighting demand generated by the side projection lights applied to the door and the rearview mirror and automatic driving will also become the development momentum of future vehicle lighting.
Longda Electronics: Longda electronic products are mainly used in the interior RGB atmosphere lamps, exterior head lamps, tail lamps, etc. Lunda Electronics pointed out that ADB headlights, Mini LED and atmosphere light will be the driving force of LED vehicle lighting. It is expected that 60%~70% of cars will be equipped with ADB headlights by 2030, and the application of Mini LED will also reach a high point.
Jingke Electronics: In the field of vehicle lighting, Jingke Electronics provides various products, covering the application of interior atmosphere lamp, exterior tail lamp and headlamp (auxiliary lamp, high and low beam lamp). The new products include 100 pixel integrated ADB light source, area light source, Smart RGB, etc. Jingke Electronics believes that the driving force of vehicle lighting includes the increasingly popular pixel-type headlights, the increasingly hot ISD intelligent interactive tail lights, and the Mini LED interactive tail light products favored by the main engine manufacturers.
Guoxing Optoelectronics: The vehicle lighting products include three series of products, namely, medium and low power (0.1W-0.5W), medium and high power (0.5W-1W), and ceramic high power (more than 1W). The application covers the whole lighting inside and outside the vehicle. Guoxing Optoelectronics observed that new energy vehicles generally use through-type front and rear position lamps, which will be one of the driving forces of the future automotive lighting market.
Tiandian Optoelectronics: Tiandian Optoelectronics products include 0.75 ² Mm light-emitting surface ultra-thin LED, EMC2821&EMC3030 exterior LED solution, EMC3030RGB/RGB+IC interior ambience lamp and other products. Tiandian Optoelectronics believes that the new four modernizations drive the through-tail lamps, ultra-thin head lamps, DLP head lamps and Mini tail lamps to become new market drivers.
Hongli Zhihui: Hongli Zhihui has established an independent industrial chain of LED packaging - module - lamp for professional vehicle specifications. The packaging products have automotive LED products with full power coverage from 0.03W to 36W, including M1608, MT2314, T3528, PT3528, APT3433, E2720, E3030, E3535, E3735, HBF and other series and 1613, 2016, double crystal, three crystal, four crystal, 3938, 6038 and other ceramic high-power products. From packaging form to power range, it has fully covered all kinds of applications from automotive lighting interior to exterior decoration.
Dadao Semiconductor: Dadao Semiconductor focuses on the design and manufacture of glare LED and ADB light source for automotive headlights. Based on the ceramic based semiconductor scheme, its products include single-core, double-core, three-core glare LED for matrix automotive headlights and high-density single-pixel controllable pixel array for ADB automotive headlights.
Dadao Semiconductor believes that the intelligent automobile headlights based on the automatic driving platform will bring a new design concept and lighting function of automobile headlights.
鸿Lizhihui said that with the acceleration of the development trend of the "new four modernizations" of automobiles, the demand for automobile personalization and intellectualization is booming. To this end, Hongli Zhihui displayed a number of LED light source solutions, including music rhythmic atmosphere light, as well as a MINI vehicle-mounted interactive screen solution with more than 6000 particles, which can achieve dynamic/static text and picture display effects at the just concluded ALE Light Show in 2022.
In terms of exterior lighting, according to the development trend of vehicle lighting, Hongli Zhihui has developed the first intelligent LED through-type tail lamp, and continues to promote the research of ADB adaptive headlamp technology and DLP intelligent digital headlamp technology.
While the new kinetic energy of lamps drives the growth of LED for vehicles, the rise of Mini/Micro LED technology is also injecting more value into vehicle lighting products. Although Mini/Micro LED technology is still in the early stage of development, LED enterprises are already ready for technology introduction. ADB headlights, pixelated tail lights, etc. are the main sources of future demand.
In terms of rich mining, Wafer Optoelectronics has introduced and applied Mini LED to automobile tail lights and entered the mass production stage; Longda Electronics customers apply their Mini LED products to daytime running lights, decorative lights, grille lights, through-type tail lights, etc.
Jingneng Optoelectronics introduces the silicon substrate Mini LED and Micro technology into the pixel level ADB headlamp. At this stage, the product development technology route of crystal energy photoelectric ADB headlamp is divided into two types: one is to place high-power Mini CSP in the form of module, and the other is to realize the ADB headlamp integrated with tens of thousands of pixels through Micro LED. In November this year, Jingneng Optoelectronics took the lead in releasing its new ADB LED headlamp module.
Dadao Semiconductor has successfully applied the concept of Mini LED to the design and manufacture of ADB automobile headlights, and the LED light source module of domestic intelligent automobile headlights has been released.
Jufei Photoelectric's vehicle-level Mini LED direct display module can be applied to the interior atmosphere and exterior lighting of the vehicle; In terms of Micro LED, Jufei Optoelectronics cooperates with a number of upstream and downstream enterprises and universities such as Huacan Optoelectronics, Shenzhen Tianma, Chang'an Automobile and Nanjing University to accelerate the industrialization of Micro LED vehicle-mounted applications.
The products of Ruifeng Photoelectric Vehicle LED Business Unit can provide solutions for the whole vehicle lighting+vehicle display system. At present, the Mini LED project is in the development stage.
As a big country of new energy vehicles, China's new energy vehicles are rapidly popularized, increasing the demand of new energy vehicle enterprises for personalized and intelligent vehicle parts. At the same time, domestic demand is expanding and domestic substitution continues to advance, which brings huge business opportunities to domestic LED device manufacturers. LED enterprises have also accelerated the introduction of products into new energy vehicle manufacturers.
Hongli Zhihui's independent LED production line has passed the review of customers in Europe, America, Taiwan, South Korea and Japan since the beginning of 18 years, and has become the first national brand to produce LED OEM (ODM) for European and American customers (GE). Its products have entered Korean Hyundai, BYD, Geely, Chang'an, Unite, Co-Creation, General Wuling, Dongfeng Passenger Car, Dongfeng Landmap, BAIC, SAIC MAXUS, Xiaokang, Jinkang, Shaanxi Auto Supply chain of most domestic automobile enterprises such as Sany;
Jingyuan Optoelectronics said that the company's LED vehicle lighting products have been imported into China's largest electric vehicle factory in addition to being supplied to international car factories; The LED products of Jufei Optoelectronics for vehicle lighting have entered the supply chain of GAC, BYD, JAC, Chery and other main engine plants
Guoxing Optoelectronics said that under the trend of localization, domestic device manufacturers have obvious advantages in personalized development, cost performance, delivery time and other aspects, and have the ability to completely replace medium-low, medium-high power devices.
Dadao Semiconductor said that under the trend of lamp localization, domestic LED device manufacturers have opportunities in both stock and incremental markets. In the stock market, with the continuous progress of domestic chip performance and domestic packaging technology, the performance of domestic products and foreign products has no difference; In terms of new markets, for high-density single-pixel controllable pixel array products applicable to ADB headlights, domestic LED device manufacturers are in the process of running-in, improvement and industrialization with automobile enterprises.
The new four modernizations of the automotive industry have created many opportunities for the development of LED enterprises in the automotive lighting circuit, but enterprises still face various challenges in the process of seeking long-term development in the field of automotive lighting.
First of all, it is difficult to enter the automobile front loading market. Tier 1 manufacturers and automobile enterprises have strict standards for supplier selection. They have stable supply relations with international manufacturers, which is a big test for domestic LED enterprises.
Guoxing Optoelectronics believes that compared with more experienced international manufacturers, the automotive lighting business of domestic enterprises is not mature. Domestic enterprises have many in-car products, short time to enter the field, insufficient popularity, and gaps in product parameters.
To enter the front loading market, enterprises need to have a complete vehicle specification manufacturing and testing system to ensure the consistency, stability and traceability of each vehicle LED; It has a one-stop vehicle light source solution with complete product range, and should seize the opportunity of atmosphere light, pixel tail light and other opportunities to increase technical exchanges with vehicle manufacturers.
Wafer Optoelectronics believes that although domestic LED manufacturers have advantages in product price, price is not the first factor in product selection in the front packaging market. Product quality, company size and long-term supply capacity are the main factors to be considered, so as to ensure long-term stable supply of products.
Dadao Semiconductor believes that LED enterprises need to accumulate long-term experience to enter the front decoration market, change their original thinking mode and values, integrate into the car culture, understand the car ecology, understand the car resources, and establish a set of production conditions that meet the car standards.
As the first national brand to pass, implement and promote the dual certification of AEC-Q102&IEC60810 in China. Hongli Zhihui believes that high-end and mature technologies, together with a complete production management system, quality management system and a compliant supply chain system, put quality first, and provide flexible services and products and solutions with optimal cost performance are the basic skills necessary to do a good job in the complex and segmented high-end manufacturing industry of automobiles.
In terms of headlamp application technology, the company follows the footsteps of international brands and provides PIN-TO-PIN automotive products for customers and mainstream brands in the market, such as E2720, Ceramic, HBF and other series products, with the same quality as international first-tier brands. Hongli Zhihui also cooperates with customers to develop new products that meet the quality of vehicles. For example, it cooperates with customers to develop low-beam high-power products that can be applied to the front lights of rail vehicles, with an illumination distance of more than 600 meters.
In general, if domestic enterprises want to successfully enter the front decoration market, they can only break their wrists with international manufacturers in the vehicle lighting racetrack under the condition that the brand strength, productivity, quality control ability and other comprehensive capabilities are improved simultaneously.
Although the topic of emerging automotive lighting and new lighting technology is very high, but back to reality, a large number of applications and imports in automotive products are affected by many factors.
Taking the ADB lamp as an example, Wafer Optoelectronics believes that the ADB headlamp application needs to be matched with the automobile system. After the LED chip and packaging technology are ready, the IC, module system, MCU control system, etc. need to be matched. In addition, it also needs to cooperate with Tier 1 manufacturers to be imported into the terminal vehicle enterprises.
Hongli Zhihui also said that ADB belongs to the system technology at the assembly and module level. In addition to the LED driver module, it mainly includes the safety camera, headlamp controller headlamp module group HCM, transmission line and other parts.
For the Mini LED technology, Tiandian Optoelectronics believes that the replacement of new products in the car market is conservative. It is expected that the Mini LED will be used in high-end cars. In the future, leading car manufacturers will first develop the use of Mini LED products, and then more manufacturers will speed up the introduction.
Wafer Optoelectronics believes that at present, Mini LED has been introduced into advanced vehicles, but the cost is the key issue in the introduction of Mini LED technology. When the cost corresponds to the cost of traditional LED, the application market will expand.
For Micro LED with higher technology threshold, Lunda Electronics pointed out that the application of Micro LED is still far away, and it will take some time to increase its application in automobiles.
It can be seen that domestic LED enterprises are carrying out the layout of complete vehicle product solutions along the new four modernizations route, and exploring the market possibilities in the vehicle lighting market where opportunities and challenges coexist. It is believed that with the passage of time, the automotive business of domestic LED manufacturers will continue to mature, gradually overcome the challenges of technology, cost, certification and other aspects, better meet the new market demand, and thus enhance the share of domestic LED manufacturers in the global automotive lighting market.
In addition, in recent years, there have been frequent cases of reshuffling and restructuring in the field of auto parts, such as the acquisition of the new group FORVIA by Faurecia, a component supplier, and the acquisition of the business of the automotive lighting system of Amos Osram, a component supporting supplier. The enterprises hope to learn from each other and strengthen their position in the field of automotive lighting.
In addition, in recent years, there have been frequent cases of reshuffling and restructuring in the field of auto parts, such as the acquisition of the new group FORVIA by Faurecia, a component supplier, and the acquisition of the business of the automotive lighting system of Amos Osram, a component supporting supplier. The enterprises hope to learn from each other and strengthen their position in the field of automotive lighting.
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