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2020年全球汽車LED產品趨勢和區域市場分析

2020 Global Automotive LED Product Trend and Regional Market Analysis

出版商 TrendForce 商品編碼 945630
出版日期 年間契約型資訊服務 內容資訊 英文
價格
2020年全球汽車LED產品趨勢和區域市場分析 2020 Global Automotive LED Product Trend and Regional Market Analysis
出版日期: 年間契約型資訊服務內容資訊: 英文
簡介

TrendForce的最新報告 "全球汽車LED產品趨勢和區域市場分析:2020" 指出,汽車LED市場將包括智能大燈,穿透式尾燈和由於諸如HDR顯示器和環境光之類的先進技術,需求穩步增長。

此服務通過分析汽車照明和顯示產品的趨勢,汽車照明製造商的利潤和發展戰略,LED製造商的利潤結果和產品價格來分析汽車LED市場。我們提供詳細信息,以全面瞭解LED市場的趨勢。

除了2020年6月發佈的報告(PDF)和數據集(Excel),此服務還將在2020年12月提供數據集(Excel)的更新版本。

汽車照明產品趨勢

前照燈的發展包括四個主要趨勢,例如鹵素燈的更換,小光圈,自適應驅動光束(ADB)和投影。根據TrendForce的數據,在未來五年中,替換鹵素燈和亞行有望占前照燈市場佔有率的70-90%。

ADB是一種汽車照明系統,可以根據迎面駛來的車輛和在前車輛的存在自動調整配光,並減少由於燈光眩光的影響而導致交通事故的風險。亞行是汽車燈製造商的重要項目,這是未來發展的關鍵,因為它提高了汽車燈的價值,並成為直接鹵素燈的直接兼容產品。

Micro LED是ADB大燈的解決方案之一,具有許多優點。優點是例如低系統成本,小系統體積和極高的能源效率。目前,micro LED的像素數為1000,但預計在幾年內將增加到10,000,並且長期計劃達到100,000或更多。微型LED的主要製造商為Koito Manufacturing,法雷奧,海拉,歐司朗,日亞化學,三星LED,CREE和斯坦利。

汽車顯示產品趨勢

  • 1。HDR顯示器:自2020年以來,汽車製造商開始引入HDR和局部調光技術,以實現汽車顯示器更高的亮度和更高的對比度。與家用電器不同,汽車顯示器的厚度要求不那麼嚴格,這意味著更少的LED。此外,考慮到良率,許多製造商通過將LED封裝和微型LED與驅動IC結合使用來實現HDR局部調光顯示。考慮到局部調光的需求和成本,60-384的調光範圍似乎是局部調光的主流。 HDR顯示器的領先製造商包括GM,Innolux,友達,Macroblock,Nichia,OSRAM,Everlight和Lextar。
  • 2。完整的儀表板顯示:由於車輛安全法規的限制(在激活安全氣囊時防止玻璃碎片),汽車製造商目前正在使用完整的儀表板(A如果要將顯示面板擴展到支柱的末端),則只有OLED顯示器可用。
  • 3。透明顯示:下一代顯示技術Micro LED可以配備柔性顯示和透明顯示,並將在未來的智能汽車中採用。信息將隨處顯示。 Micro LED顯示屏為ADAS,自動駕駛汽車和汽車共享創造了移動性和通信新時代。

汽車燈的市場規模和公司戰略

根據TrendForce的研究和分析,由於中美貿易摩擦的影響,2019年全球汽車燈市場規模為292.12億美元(同比下降8%)。排名前五位的汽車燈製造商是Koito Manufacturing,法雷奧,汽車照明,海拉和史丹利。大多數燈具製造商的收入在2019年下降6%至12%,但由於其產品組合的優化,星宇每年均增長25.55%。此外,隨著向智能駕駛的過渡為LED前照燈和亞行的需求創造了機會,汽車燈的價格逐年上漲。在這種情況下,星宇已接獲寶馬,奧迪和捷豹路虎等知名品牌的訂單。

  • 汽車LED製造商的收入表現

    TrendForce估計,2019年汽車LED的市場規模為26.72億美元。由於中美貿易摩擦對新車銷售的影響以及價格競爭加劇,2019年大多數汽車LED供應商的銷售同比下降15%至30%。歐司朗(OSRAM)2019年汽車LED市場份額下降至34%,日亞化學(Nichia)市場份額略增至25%。

    COVID-19對汽車市場的影響

    在中美貿易摩擦和COVID-19危機中,供應鍊和現金流中斷,供應商交付和付款延遲以及潛在的市場風險,重組了供應鏈可能導致。另外,為了更精確地控制製造質量,成本和產品性能,汽車製造商和汽車燈製造商積極掌握重要零件的信息。

    PDF報告目錄

    第1章汽車照明市場趨勢分析

    • 前照燈產品趨勢
    • 前照燈產品的技術要求
    • AFS和ADB產品分析
    • 智能大燈產品趨勢
      • LED矩陣和LCD智能燈
      • DMD技術
      • 微型LED像素陣列的製造
      • Micro LED像素陣列市場狀況
      • Micro LED像素陣列市場收入
    • 智能大燈的特點及綜合分析
    • 激光頭燈產品趨勢
    • 集成LiDAR和前照燈的利弊
    • RCL產品趨勢
    • LED表面光RCL產品(例如OLED)的趨勢
    • 迷你LED RCL的優缺點分析
    • 環境照明產品趨勢及優缺點分析
    • 微型LED和微型LED汽車照明計劃概述

    第2章汽車顯示器市場趨勢分析

    • 汽車顯示產品的四大趨勢(2020年)
    • 按應用分列的汽車顯示產品趨勢(2020年)
    • 汽車顯示屏LED產品規格和價值鏈分析
    • HDR和本地調光趨勢以及供應鏈分析(2020年)
    • 邊緣類型和直接類型(HDR/局部調光)汽車顯示器的成本分析案例研究(2020年)
    • Micro LED汽車顯示器出貨量分析(2020-2025)
    • Micro LED和OLED整車顯示產品趨勢
    • 汽車微型LED透明顯示器的趨勢
    • 汽車微型LED透明顯示器成本分析(2020)
    • HUD主要製造商的產品趨勢和市場份額分析
    • 電子鏡產品趨勢
    • 駕駛員監控系統/乘員監控系統市場的趨勢(2020年)
    • 汽車空氣淨化產品市場趨勢(2020年)

    第3章全球汽車燈製造商的收入和趨勢

    • 主要汽車燈,模塊和LED的價值鏈分析
    • 全球13個主要汽車燈製造商的收入排名(2017-2019)
    • 全球汽車燈製造商的市場份額(2017-2019)
    • 汽車燈製造商的收入和產品策略
      • 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
    • 中國汽車燈具和模塊廠

    第4章全球汽車LED製造商的收入和戰略

    • 全球15個主要汽車LED製造商的收入排名(2018-2019)
    • 汽車LED製造商的市場份額分析(2019)
    • 汽車LED製造商的收入和產品戰略
      • OSRAM
      • Nichia
      • Lumileds
      • Stanley
      • Seoul Semiconductor
      • Dominant
      • Samsung Electronics
      • Everlight
      • CREE
      • Hongli
      • Jufei
      • LatticePower
      • Sunpu
      • Refond

    第5章COVID-19對全球汽車行業的影響

    • 世界乘用車/貨車市場出貨量(2019-2020)
    • COVID-19對全球汽車生產的影響
    • 按省份分析COVID-19對中國汽車生產和消費政策的影響
    • 汽車照明市場和供應鏈趨勢(2020年)

    EXCEL數據集概述

    第1部分:按地區分列的汽車市場出貨量預測(2019-2020)

    • 歐洲
    • 美國
    • 日本
    • 中國
    • 新興市場(印度,巴西,東南亞)

    第2部分:按產品分列的汽車LED市場的銷售額,出貨量和滲透率(2020-2024)

    • 常規乘用車(OE)
    • 常規乘用車(AM/PM)
    • 電動汽車(OE)
    • 電動汽車(AM/PM)
    • 常規廂式貨車(OE)
    • 常規廂式貨車(AM/PM)
    • 電動廂式貨車(OE)
    • 電動廂式貨車(AM/PM)

    汽車外部照明

    • RCL
    • DRL
    • 位置/簽名燈
    • 遠光燈/近光燈
    • 霧燈/側面標誌燈
    • 方向指示燈
    • CHMSL
    • 鏡燈

    汽車室內照明

    • 集群面板
    • 閱讀燈
    • CID(AC,DVD)
    • 顯示面板(GPS,娛樂)
    • 其他(裝飾物品等)

    第3部分:汽車LED市場銷售,出貨量和滲透率:按產品分(2019-2020)

    • 按地區劃分的市場
      • 歐洲
      • 美國
      • 日本
      • 中國
      • 新興市場(印度,巴西,東南亞)
    • 產品
      • 位置/簽名燈
      • 遠光燈/近光燈
      • 霧燈/側面標誌燈
      • 方向指示燈
      • CHMSL
      • 鏡燈
    • 汽車外部照明
      • RCL
      • DRL
      • 位置/簽名
      • 遠光/近光
      • 霧側標記
      • 方向指示器
      • CHMSL
      • 鏡燈
    • 汽車內部照明
      • 集群面板
      • 閱讀燈
      • CID(AC,DVD)
      • 顯示面板(GPS,娛樂)
      • 其他(裝飾物品等)

    第4部分:車載燈和車載LED收入表現

    • 汽車燈製造商收入排名(2017-2019)
    • 汽車LED製造商利潤排名(2017-2019)
    • 汽車LED製造商收入排名:外部,內部(2019)
    • 汽車LED製造商的收入排名:亞太地區,美國,歐洲/中東/非洲(2019)
    • 汽車LED價格趨勢前照燈,RCL,汽車顯示器(2018-2020年上半年)
  • 目錄

    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