Abstract
This Intelligence Set includes the 2009 edition of the automotive lighting
report, plus our latest manufacturer profiles for Hella, Magna, Valeo and
Visteon.
Since just-auto' s last edition of automotive lightings was published in
January 2008, the outlook for the automotive industry has significantly
changed. Automotive lighting technology is evolving at an unprecedented and
accelerating pace. As the techniques by which light is produced, displayed and
distributed grow more sophisticated, so must the store of knowledge and the
specificity of regulations.
All OE suppliers are rapidly advancing the market presence of LED headlamps
and variable-beam adaptive headlighting systems. Valeo is just as proud of its
BeaMatic and MicroOptics as Hella is of its VarioX and Light Curtain, for
example; both techniques are used to create variable headlight beam
distributions and radically designed, high-performance LED tail lamps,
respectively, though the two makers' techniques and their visual results are
quite different.
Each year, the world' s motor vehicle lighting industry produces and
distributes billions of dollars' worth of lighting equipment, light sources,
subassemblies and components to the world' s vehicle makers and a diverse
aftermarket. By 2011, the market scale for vehicular lighting is expected to
reach US$10.6bn. Similar trends, of course, can be seen in the industry
supplying any other category of automotive components. However, the lighting
sector stands apart in its high level of cooperation among major and minor
participants and its advanced degree of global integration.
This latest edition of just-auto' s popular global market review of lighting
incorporates the author' s latest reports from the International Symposium on
Automotive Lighting (ISAL) 2009 and V.I.S.I.O.N. 2008, with interview material
from the world' s top experts in automotive lighting.
Chapter 1 Industry overview
This chapter outlines recent technology advances by major OE supplier and how
each advanced lighting segment may develop in the short term.
Hella' s Michael Kleinkes explains: "Automotive innovations find their way into
the market via the premium segment, which is where we see today' s LED
headlamps. In this premium segment the performance and functionality of an LED
headlamp has to be better or at least comparable to Xenon headlamps. Bend
lighting, adaptive beam formation, and an adaptive cut-off line to adapt the
range of the low beam according to oncoming and proceeding traffic should all
be possible. On the other hand, political and social requirements such as the
current CO2 discussion and increasing oil price demand energy-efficient
headlight systems in the volume segments."
Chapter 2 Regulation: policy and philosophy
In the past, each of the world' s countries enforced its own unique technical
standards and installation requirements for automotive lighting devices and
systems. As cars grew more dependable and infrastructure improved sufficiently
to support international travel, and as the world' s vehicle makers sought to
sell vehicles outside their domestic markets, it became generally desirable to
reduce the proliferation of different requirements and technical standards.
This chapter makes sense of the latest industry regulation and its effects on
the auto lighting industry.
Chapter 3 Market review of lighting technologies
By 2018, it is expected that Xenon headlamps will no longer be designed into
new high-end car models; LED will have come to dominate the premium lighting
sector. Additional LED headlamp population will come in the eco-car segment,
particularly in electric and hybrid vehicles. The two vehicle classes will
have very different types of LED headlamps, though. Premium cars will have
high-end, multiple-emitter headlamps with performance meeting or exceeding
that of today' s premium Xenons, while eco-cars will have a minimal LED emitter
count for low headlight power consumption with performance comparable to
today' s halogens.
The following technologies are reviewed:
- Daytime running lights
- Halogen headlamps
- Advanced halogen lamps
- High intensity discharge (HID, Xenon) headlamps
- LED headlamps
- Light colour, light quality
- Pedestrian protection
- Non-headlamp exterior lighting
Included are:
- forecasts of % market take-up of each of the main lighting technologies
and market prevalence by bulb type.
- The global market value by region for automotive LEDs (2009-2014)
- Forecasts of lighting performance characteristics, year-on-year to 2015.
- Manufacturer market share percentages.
Chapter 4 OEM suppliers
This chapter reviews the world' s OEM suppliers by region, looking at the
suppliers' latest activities in North America, Europe and Asia. 2008-2009
market shares by region are provided throughout.
Chapter 5 Market reports and forecasts by region
The world market for automotive lighting is forecasted here by region: Europe,
Japan, Oceania, NAFTA, South America, India, China. Percentage of prevalence
for halogen, HID/Xenon and LED front lighting are provided for each region for
2010 to 2015.
Appendix: Front lighting supplier shares by vehicle maker
2009 percentage shares are provided for companies supplying the following
vehicle makers' front lighting programs:
- Toyota
- BMW
- Ford
- GM
- Honda
- Mercedes
- VW
- Volvo/SAAB
A typical profile contains the following:
- Chapter 1: Company dossier - a brief outline of business activity, stock
symbol, key executives, financial statistics, customers, and an outlook.
- Chapter 2: Worldwide locations - gives the production locations and number
of employees.
- Chapter 3: Financial Analysis - sales figures, profit, investments, cash
flow, depreciation, research and development, and number of employees.
- Chapter 4: Competitor analysis - identifies rivals and illustrates market
share
- Chapter 5: Key events in the company' s history
- Chapter 6: Analysis of strengths, weaknesses, opportunities and threats
(SWOT).
- Chapter 7: Customers - locations of customers are given
- Chapter 8: Products - details brands and product ranges
- Chapter 9: Product development - recent innovations and product launches.
- Chapter 10: Prospects
Table of Contents
Chapter 1 Industry overview
Chapter 2 Regulation: policy and philosophy
Chapter 3 Market review of lighting technologies
- Daytime running lights
- The importance of headlamp performance
- Halogen headlamps continue to prevail
- Advanced halogen lamps boost performance, packaging, lifespan
- ... but legacy lamps still widely prevalent
- High intensity discharge (HID, Xenon) headlamps
- LED headlamps
- Light colour, light quality
- Pedestrian protection
- Non-headlamp exterior lighting - techniques and technologies
Chapter 4 OEM suppliers
- North American market shifts and drifts
- European suppliers still dominate
- Valeo Lighting Systems
- ValeoSylvania
- AL-Automotive Lighting
- Hella
- ZKW
- Odelo
- Sidler Automotive
- Asian manufacturers
- Ichikoh
- Koito and S-Koito
- Stanley
- Korea' s lighting makers rise with the tide
- Light source makers - global globes
- Osram
- Philips Automotive Lighting
- Philips LumiLeds
Chapter 5 Market reports and forecasts by region
- Europe
- Japan
- Oceania
- NAFTA
- South America
- India
- China
Appendix: Front lighting supplier shares by vehicle maker
List of figures
- Figure 1: Global manufacturer market shares of Xenon headlamp systems
2008-2009 (% of value)
- Figure 2: Manufacturer market shares of Xenon headlamp systems on
Japanese-built vehicles 2008-2009 (% of value)
- Figure 3: Global automotive lighting market share by value, 2008-2009 (%)
- Figure 4: Market share of primary front lighting for North American-built
vehicles by value, 2008-2009 (%)
- Figure 5: Market share of primary front lighting for European-built
vehicles by value, 2008-2009 (%)
- Figure 6: Global interior lighting market share by value, 2009 (%)
- Figure 7: Market share of primary front lighting for Japanese-built
vehicles by value, 2008-2009 (%)
- Figure 8: Market share of primary front lighting for Korean-built vehicles
by value, 2008-2009 (%)
- Figure 9: Headlamp technology, Indian market 2008-2009 (% prevalence)
- Figure 10: Front lighting suppliers to Toyota (Japanese operations) by
value, 2009 (%)
- Figure 11: Front lighting suppliers to BMW by value, 2009 (%)
- Figure 12: Front lighting suppliers to Ford (North American operations) by
value, 2009 (%)
- Figure 13: Front lighting suppliers to GM (North American operations) by
value, 2009 (%)
- Figure 14: Front lighting suppliers to Honda (Japanese operations) by
value, 2009 (%)
- Figure 15: Front lighting suppliers to Mercedes by value, 2009 (%)
- Figure 16: Front lighting suppliers to VW Group by value, 2009 (%)
- Figure 17: Front lighting suppliers to Volvo and Saab by value, 2009 (%)
List of tables
- Table 1: Global market prevalence of halogen headlamps, 2008-2015 (fleet %)
- Table 2: Headlight bulb prevalence by type, North American market,
2009-2015 (fleet %)
- Table 3: Headlight bulb prevalence by type, Europe & Japan market,
2009-2015 (fleet %)
- Table 4: Global market prevalence by region of HID headlamps, 2009-2014
(fleet %)
- Table 5: LED headlamps - percentage of on-road presence by region,
2010-2015 (%)
- Table 6: Emitter count, system wattage and cost-efficacy for
high-performance LED low beam, 2009-2015 (number of emitters, watts and lm/US$)
- Table 7: Emitter count, system wattage and cost-efficacy for halogen-level
LED low beam, 2009-2015 (number of emitters and watts)
- Table 8: Global market value by region for automotive LEDs, 2009-2014
(US$m)
- Table 9: Front lighting technology projections - Global, 2010-2015 (% of
prevalence)
- Table 10: Front lighting technology projections - Europe, 2010-2015 (%
of prevalence)
- Table 11: Front lighting technology projections - Japan, 2010-2015 (% of
prevalence)
- Table 12: Front lighting technology projections - North America,
2010-2015 (% of prevalence)
- Table 13: Front lighting technology projections - India, 2010-2015 (% of
prevalence)
- Table 14: Front lighting technology projections - China, 2010-2015 (% of
prevalence)
