The automotive LED market is extending from the original replacement light source market to the innovative application market.
Recently, there have been cars and technology companies in California to launch unmanned road tests, and smart cars have become the new blue ocean of the technology market. This trend is also attracting investment from optical lenses and LED manufacturers.
Optimistic about the development potential of driverless technology, in addition to Tesla, Ford, GM and Goole and other manufacturers to carry out road testing, there are also lens factory and LED factory began to invest. Self-driving roads rely on sensors for road condition detection, so sensors and lights are more important than ever to meet stringent safety standards.
In the automotive LED market, Japan's Panasonic (Panasonic) intends to acquire the European car lamp manufacturer ZKW, combining its own sensor expertise to attack the driving market; according to Taiwan's "Joint Financial Network" report, Taiwan factory group light subsidiary The group bought the mainland lamp factory to attack its supply chain, and frequently contacted the LED lamp factory. It also intended to grab the LED cake of the car.
As the concept of autonomous driving and new energy vehicles is increasingly valued by the industry, LED and other optical and sensing applications are discussed, including LED light sources, peripheral accessories, and various optical sensing technologies that support ADAS. .
Velodyne from the United States is a leading manufacturer of LiDAR technology, and has a lot of cooperation with investment companies and technology giants. The company uses infrared lasers for ranging and 3D sensing. At present, many of the unmanned vehicles' optical technology uses the company's solution.
Xingyu shares announced that the company invested in the Jiangsu Internet of Things plus code V2X, the initial test intelligent network. At present, with the gradual improvement of the technology content of the lamp industry, it is a key strategy for the company to further enter the automotive electronics to enhance its overall strength. The follow-up is expected to be further laid out on automotive electronics.
At the same time, the company's product optimization path "other lights → rear combination lights → forward headlights" trend is further accelerated, the proportion of forward headlights continues to increase, while advancing to high-end customers and launching AFS, ADB and other smart headlights.
In the traditional automotive LED lighting applications, various manufacturers are also accelerating the pace of product innovation.
In recent years, international first-line LED suppliers have gradually reduced their share in the backlight and lighting market, and in turn support automotive and other niche applications. The automotive LED field has become a safe haven for traditional LED suppliers.
According to the latest data from the High-tech Research Institute LED Industry Research Institute (GGII), the scale of China's automotive lighting market is 20.4 billion yuan by the end of 2016, and it is expected to show steady growth in the next few years.
In the past few years, automotive LED lighting has been stuck in taillights, brake lights and interior lighting, instrument panels and other applications. LED headlights are still more in the topic and controversy; nowadays, many loading and even the whole standard The models with LED headlights have been mass-produced.
In fact, as the price declines and the light efficiency increases, the penetration rate of the replacement LED headlights is gradually increasing. According to relevant data, the output value of LED headlamps only accounted for 40% of the exterior lights in 2015, but with the increase of penetration rate, it began to rise sharply in 2016, exceeding the proportion of 50% of the overall exterior lights.
This also means that the LED automotive lighting market is entering a new development cycle.
According to the "China Automotive Industry Yearbook" data, China's automobile production and sales continued to grow for eight consecutive years, and ranked first in the world, becoming an important part of the world's automotive industry. In 2015, China's auto production and sales volume was 24.5 million units and 24.59 million units respectively. The output increased by 3.3% year-on-year, and the sales volume increased by 4.7% year-on-year, a record high.
According to the latest data from the High-Tech Research Institute LED Research Institute (GGII), it is estimated that by the end of 2016, the size of China's automotive lighting market will be 20.4 billion yuan, and the market size of the lamp will reach 42.276 billion yuan. In the next few years, the development trend of the industry market will increase steadily. It is estimated that by 2020, the market size will reach 57.143 billion yuan, 14.87 billion yuan more than 2016, an increase of 35.17%.
Osram (OSRAM), a lighting manufacturer, lowered the cost of LED vehicles in 2017 in order to accelerate market penetration. The use of metal lead frame to replace the original LED ceramic heat sink substrate, in addition to cost reduction, is also conducive to design; and its taillights, direction lights and other products have been replaced with EMC lead frame.
Some suppliers said that in addition to the use of ceramic substrates for LED headlights, daytime running lights inside and outside the vehicle may be replaced with EMC lead frames. With the increasing use of LEDs for vehicles and the increased use of EMC leadframes, the penetration rate of Chinese LED daytime running lights is also approaching 50%.
The domestic LED LED, another listed company, Hongli Zhihui Financial Report shows that in the first half of 2016, the company achieved high revenue growth, and the automotive lighting business is a highlight of the company's semi-annual report. In automotive lighting products, the company achieved revenue of 93.44 million, an increase of 74.13% year-on-year, and the gross profit margin reached 49.10%.
Hongli Zhihui actively deployed the automotive lighting market and constantly researched and innovated on the vehicle light source technology. Recently, the company has successfully solved the technical problems of blurring the cut-off line of LED lights, poor reliability of LED lights, and low brightness of LED lights. In addition, the company actively carried out patent distribution in the vehicle light source, and has submitted 20 patent applications so far.
At the 2016 Canton Fair, Jingke Electronics, a domestic LED packaging manufacturer, launched a series of automotive LED products. This is the first time in recent years that Jingke Electronics has introduced a lamp product at the exhibition.
For LED automotive lighting plants, competition has always been international, and LED high-power chips are the core components of LED automotive lighting, and the soft underbelly of the domestic chip industry. Since 2010, Jingke Electronics has won national-level technical innovation awards for its unique flip-chip high-voltage HV-LED modules, which have set off an outpost for the entry-level LED automotive lighting market this year.
As LEDs tend to be miniaturized, the design of the headlights is more flexible and will lead to an upgrade of a series of extended products. The market is huge. In addition, intelligent LED lighting for vehicles is also heating up rapidly.
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