After the global LED lighting is not as good as the low-growth channel, LED car lighting has become one of the rare blue ocean markets that can maintain high gross profit. This naturally leads to the international giants and domestic LED companies competing to increase the layout.
On the evening of April 28, the domestic headlight star Xingyu shares (601799.SH) disclosed the first quarter 2016 report. According to the financial report data, from January to March 2016, Xingyu's revenue was 690 million yuan, a year-on-year increase of 23.67%, and the net profit attributable to shareholders of listed companies was 75.223 million yuan, a year-on-year increase of 25.45%.
Just before, Xingyu shares just announced the FAW Volkswagen after-sales license, including headlights, rear combination lights and other lights.
It is understood that the products mainly include automobile headlights, rear combination lights, fog lights, indoor lights, turn signals, etc. The customers cover many major domestic and foreign automobiles such as FAW-Volkswagen, FAW Toyota, SAIC Volkswagen, FAW Car, Chery Automobile. Vehicle manufacturing company.
In 2015, the global economic situation was grim, and China's GDP growth rate also fell to 6.9%. However, China's auto industry still broke through the number of production and sales of 24.5 million units, ranking the first in the world for seven consecutive years. In addition, passenger car production and sales exceeded 20 million vehicles for the first time, reaching 21 million vehicles, of which China's own brands accounted for 41.3%.
The rapid growth of automobile consumption has also led to the lighting of LED vehicles. Many international giants and domestic LED companies have also increased their investment in the field of automotive lighting.
The domestic white light package leader Hongli Optoelectronics (300219.SZ) released the first quarter of 2016 report on April 25. In the first quarter of 2016, Hongli Optoelectronics achieved operating income of 440 million yuan, a year-on-year increase of 53.01%; net profit of 65 million yuan, an increase of 138.3%.
Among them, the demand for automotive lighting is strong, which has helped Hongli Optoelectronics' revenue to grow substantially. In the first quarter of 2016, Hongli Optoelectronics Co., Ltd. contributed a net profit of approximately 10 million yuan (the net profit of Foda's signal in the first half of 2015 was only 9.95 million), a substantial increase year-on-year.
Fo Da's own brand is currently mainly engaged in the aftermarket of overseas commercial vehicles; it also carries out ODM OEM for LED headlights such as HELLA and BOSCH.
"Hongli Optoelectronics has more advantages in technology and advantages in automotive LEDs. In view of the huge space for automotive LEDs to replace traditional xenon lamps and halogen lamps, we continue to be optimistic about the company's automotive LED business," said a brokerage analyst.
Giant Nichia also looks at the development prospects of automotive lighting applications, and will fully attack the direct mounting chip (DMC), flip-chip LED and laser diode (LD) technology, which is expected to become a new source of revenue growth.
The technical director of the second division of Nichia Chemical Co., Ltd. said that the market for automotive LED headlamps is not yet clear, and it is expected that the future will develop more rapidly, and the laser diode will become more and more popular after the headlights. He pointed out that the laser diode is characterized by a much higher brightness than conventional LEDs and a longer illumination distance, so the laser diode has great application potential in the automotive field.
Nichia Chemicals, the director of the law, said that the biggest challenge for LED lights to enter the automotive market is the reliability of the car factory. Generally, the lamps usually only need to be guaranteed for one year, but the lights usually need to guarantee five years of product life. Therefore, product quality requirements are completely different. He stressed that the Japanese Lexus LS600H car is the first to adopt Nichia LED headlights. In the past seven years of cooperation, there has been no problem with any consumers having broken lights.
The new century in Taiwan, China, also said that this year's new large-scale international chip-making foundry business will also push CSP (wafer-level packaging), focusing on high value-added lights and commercial lighting market.
According to the research data of the High-tech Research Institute LED Research Institute (GGII), the global automotive LED lighting market is expected to reach 7 billion US dollars in 2020, with a compound annual growth rate of over 18%. It can be expected that the automotive lamp companies will still have good performance in the next five years. growing space.
“Reviewing the domestic automotive lamp matching market, it was RMB 17.8 billion in 2010 and increased to RMB 25.5 billion in 2013. Last year, domestic car sales reached more than 31 million vehicles. The supporting market will exceed RMB 35 billion,†said GGII analyst Li Shengfa.
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