According to TrendForce's analysis of auto market demand in 2023, despite the slowdown in inflation in Europe and the United States, the global economy is still weak. Automakers cut prices to stimulate buying momentum, but it also brought the overall auto market into a cycle of price competition. When the auto market enters a cycle of price competition, the price of automotive LEDs has dropped significantly, and the launch of some automotive LED product plans has also been delayed. Advanced technologies such as adaptive headlights (ADB Headlight), Mini LED taillights, full-width taillights (Full-Width Taillight), logo lamps (Logo Lamp), (smart) ambient lights are still expected to boost the automotive LED market in 2023. to 3.307 billion US dollars.

Automotive lighting is moving toward personalization, communication display, driver assistance and safety upgrades

Automotive Lighting and Display Market Trends

1. Headlights

According to the analysis of TrendForce, the penetration rate of LED headlights in global passenger cars will reach 70% in 2022, and the penetration rate of LED headlights in electric vehicles will reach as high as 92%. It is expected to increase to 77% and 94% respectively in 2023.

Adaptive headlights (ADB Headlights) use Matrix LED as the mainstream design. Through individually controlled high-performance LEDs, the driver's vision at night can be expanded, which can effectively increase the driver's reaction time to obstacles ahead and realize Better road lighting; glare-free high beam (Glare- Free High Beam) reduces the discomfort caused by the headlights of vehicles in front, oncoming vehicles and pedestrians. With the introduction of Micro LED Pixel Array (Micro LED Pixel Array) into adaptive headlights, the number of pixels capable of precise independent digital control will be greatly increased to 10,000-100,000 pixels. The more LED pixels, the more flexible it is to adjust the illumination Regions, in order to increase driving safety, and in order to meet the needs of regional market regulations, help auto lamp manufacturers reduce the costs required for the development, production and logistics of headlights in different regional markets. According to the analysis of TrendForce, the market penetration rate of ADB headlights is only 3.7% in 2022, and it is expected to reach 17.0% in 2027.

2. Taillight

Taillight design has also ushered in many new changes. At this stage, the most obvious preferences of automakers and consumers are through-type taillights, MiniLED taillights, and OLED-Like taillights. MiniLED Taillights: The three major trends in automotive lighting - Personalization, Communication and ADAS / Autonomous Driving, MiniLED Taillights are born accordingly. With the function of MiniLED high-pixel local dimming (Local Dimming), dynamically adjust the driving situation to change the display pattern, increase the recognition of vehicles coming from behind and reduce the probability of accidents; Messages, such as charging progress, etc. According to TrendForce's research, Mini LED taillights have already been introduced into IM Motors and GWM SAR Mecha Dragon, and may be introduced into Audi Q5 in the future.

3. Grille Lamp/ Full-Width Front Stripe

Grille Lamp / Full-Width Front Stripe is mainly imported by Mercedes Benz EQS, Volkswagen ID.3 / ID.4, BYD, Xpeng P5, Changan Ford Mondeo, Sony VISION-S 02, BMW i7, Rolls-Royce Specter, Ford, General Motors, Stellantis, Lucid, Li Auto, etc. According to TrendForce's research, in 2023, many electric vehicle models will actively introduce grille lights, from linear light sources to full-band front light bar designs.

4. Ambient Light

Ambient lights have been introduced to European and Chinese automakers for many years. Intelligent Ambient Light is an RGB LED with a built-in driver IC. It will be applied to BMW models starting in 2022, and will gradually be introduced into other European and Chinese car models. It is expected that the market value will grow year by year.

Smart ambient lighting cases: Hongqi H9, Geely ZEEKR 001, Leapmotor C01, BMW iX / i7 / XM, etc.

5. Car display

Inflation in Europe and the United States will slow down in 2023, but the global economy remains weak. Automakers cut prices to stimulate buying momentum, but it also brought the overall auto market into a cycle of price competition. When the auto market enters a cycle of price competition, automakers have slowed down the layout of Mini LED / HDR automotive displays, and are actively moving towards automotive lighting applications (headlights, taillights, grille lights / full-band front light bars). In the long run, with the trend of high dynamic contrast (HDR), local dimming (Local Dimming), wide color gamut, and curved surface design, Mini LED / HDR automotive display promotion car manufacturers include General Motors, Ford , BMW, Mercedes-Benz, Volvo, NIO, Roewe, Ideal, etc., adopting LED specifications including 2016 / 3030 / 2525 / 1515 LEDs, etc.

6. Heads up display

According to TrendForce's analysis, with the steady growth of advanced driver assistance systems (ADAS) and smart cockpit (Smart Cockpit), the market demand for head-up displays will reach 9.52 million units in 2022. Augmented reality head-up display (AR-HUD) needs to integrate cameras and sensors, and product promotion and market growth still need time to ferment. It is expected that the market share of augmented reality head-up display (AR-HUD) will reach 33% in 2027, and Priority is given to importing European and Chinese high-end/electric car models.

AR HUD picture generation unit (Picture Generation Unit; PGU) technology is divided into TFT-LCD, DLP, laser beam scanning LBS (MEMS), LCOS, Micro/MiniLED, etc. TFT-LCD is still the mainstream of the market, and DLP and Micro/Mini LED are the future development directions.

2022 Revenue Performance of Automotive Lighting Manufacturers

In 2022, the global automotive lighting market will reach USD 33.627 billion. The top five international automotive lighting manufacturers, Koito, Valeo, Forvia Hella, Marelli, and SL Corporation, will account for 61.5% of the market share.

Revenue Performance of Automotive LED Manufacturers in 2022

According to TrendForce's survey, the top three automotive LED manufacturers have a market share of 69.2%; the top ten automotive LED manufacturers have a market share of 97.6%.

Among them, Seoul Semiconductor's automotive LED revenue grew by 14%, mainly due to automotive backlight revenue; Samsung LED's PixCell LED was also successfully introduced into Tesla Model 3 / Y, which pushed up its automotive LED revenue by a large margin. With the increase of automotive LED production capacity, the growth rate will reach 35% in 2022.

TrendForce analyzes the development of the automotive LED market in five directions, namely automotive lighting and display product trends, automotive lighting manufacturers' revenue and development strategies, automotive lighting prices, LED manufacturers' revenue performance and product strategies, and LED product prices. Provide readers with a comprehensive understanding.TrendForce 2023 Global Automotive LED Product Trends and Regional Market Analysis

Publication time:

1. PDF (135 pages) - June 30, 2023

2. EXCEL- June 30, 2023, December 31, 2023

Language: Traditional Chinese / English

[PDF content]Chapter 1 Automotive Lighting Market Trend

• Headlamp product trends

• Technical requirements for headlight products

• 2023-2027 LED Headlights / Adaptive Headlights - Penetration Analysis

• Adaptive Headlight (ADB Headlight) - Advantages and Regulatory Analysis

• Adaptive headlight (ADB Headlight)- comprehensive analysis of product performance

• Adaptive Headlight (ADB Headlight) - matrix LED headlight

• Adaptive Headlight (ADB Headlight)- Driver IC Specifications and Prices for Matrix LED Headlight

• Adaptive Headlight (ADB Headlight) - Tesla / Hella SSL 100 Headlight Price and Cost Estimate

• Adaptive Headlight (ADB Headlight) - 84 / 100- Pixel Matrix LED Headlight Trend Analysis

• Adaptive Headlight (ADB Headlight) - DLP Headlight

• Adaptive Headlight (ADB Headlight) - LCD Headlight

• Adaptive headlight (ADB Headlight)- Micro LED pixel array

• Adaptive Headlight (ADB Headlight)- Micro LED Pixel Array Roadmap

• Adaptive headlight (ADB Headlight)- Micro LED pixel array actual case analysis

• Eight-inch wafer production - analysis of advantages and disadvantages

• Laser headlights - product design and supply chain

• 2023 LED headlamp price analysis

• Integration trend of automotive lidar sensing

• Tail lamp product trends

• Full-Width Taillight Cost Analysis - 0.2W SMD LED

• Mini LED Tail Light Price Sweet Spot and Cost Analysis

• OLED-Like LED Taillight Product Trend

• Micro/Mini LED Automotive Lighting Product Trends

• Grille Lamp / Full-Width Front Stripe Product Trends

• Grille Lamp / Full-Width Front Stripe product design

• Light-Signaling Projection Product Trend

• Ambient lighting product trends

• (Intelligent) Ambient Lighting - Analysis of Advantages and Disadvantages

• Intelligent ambient lighting - product design

• Intelligent ambient lighting - installation location and success stories

• Ambient light - white light lighting market application

• Ambient lighting - market output value and supply chain analysis

Chapter 2 Automotive Display Market Trends

• Smart Cockpit Trend

• Overview of automotive display technology

• 2023-2027 Analysis of Automotive Display Backlight Types

• 2022 Mini LED / HDR Automotive Display - Specifications and Supply Chain Analysis

• 2022-2025 Mini LED / HDR automotive display schedule and specification analysis

• NIO ET7 / ET5 / ES7 Automotive Display - Specifications and Cost Analysis

• Roewe RX5 Automotive Display - Specifications and Cost Analysis

• Cadillac LYRIQ Automotive Display - Specifications and Cost Analysis

• 2023 Automotive Display Cost Analysis - Side-entry vs. Direct-lit

• 2023 Automotive Backlight LED Specification Analysis

• 2023 Automotive Backlight LED Product Specifications and Price Analysis

• Mini LED / HDR Automotive Display - Driver IC Specification Analysis

• Analysis of supply chain process for vehicle display

• 2023-2027 Head-Up Display Market Size - Product and Regional Market Analysis

• 2023-2027 Head-Up Display Market Size- Product Technology Analysis

• 2021-2022 Market Share Analysis of Head-Up Display Manufacturers

• 2023 head-up display product specification and price analysis

• 2023 Head-Up Display Product Price Analysis

• AR-HUD technical analysis

• 3D AR-HUD product trends

• Analysis of supply chain and product specifications of AR-HUD automakers

• Analysis of the value chain of the head-up display market

• Micro LED transparent display

• 2023 Cost Analysis of Micro LED Transparent Display

• Overview of Micro LED automotive display applications

• E-Mirror Electronic Rearview Mirror / Side Rearview Mirror Product Trend

• 2023 Pillar-to-Pillar Display / OLED Display Market Trend

Chapter 3 Revenue and Strategies of Automotive Lighting Manufacturers

• Automotive lighting market value chain

• 2023-2027 analysis of the output value of automotive lighting market

•2020-2022 Market Share Analysis of Global Automotive Lighting Manufacturers

• 2020-2022 Revenue Ranking of the Top 15 Automotive Lighting Manufacturers in the World

•Analysis of revenue and product strategy of auto lamp manufacturers

Koito

Valeo

Forvia Hella

Marelli

SL Corporation

Stanley

Huayu Vision

ZKW Group

Xingyu shares

Mind photoelectric

Liao Wang

FAW Fuwei

Varroc

Distribution Map of Chinese Automotive Lamp/Module Manufacturers

Chapter 4 Revenue and Strategies of Automotive LED Manufacturers

• List of Global Automotive LED Manufacturers

•2021-2022 Market Share Analysis of Automotive LED Manufacturers

• 2020-2022 Revenue Ranking of the World's Top 10 Automotive LED Manufacturers

• 2021-2022 Revenue Analysis of the World's Top 10 Automotive LED Manufacturers - Lighting and Automotive Display

•Revenue and product strategy analysis of automotive LED manufacturers

ams OSRAM

Nichia

Lumileds

Dominant

Seoul Semiconductor

Samsung LED

Stanley

Everlight

Cree LED

Jufei Optoelectronics

Ronda

Hongli Zhihui

Refond Optoelectronics

Lite-On

Hongkai

Lattice Optoelectronics

Shengpu Optoelectronics

Jinko Electronics

[EXCEL content]

Part I. 2022-2023 Automobile Market Quantity Forecast- By Regional Market

• Europe

• USA

• Japan

• China

• Other markets (South Korea, India, Brazil, Southeast Asia)

Part II. 2023-2027 Automotive LED Market Output Value, Quantity and Penetration Analysis - By Automotive Product Category

• Conventional Passenger Vehicles (OEM)

• Conventional passenger cars (AM/PM)

• Electric Passenger Vehicles (OEM)

• Electric Passenger Vehicles (AM/PM)

• Traditional logistics vehicle (OEM)

• Traditional logistics vehicles (AM/PM)

• Electric logistics vehicle (OEM)

• Electric Logistics Vehicle (AM/PM)

• Conventional / electric locomotives (OEM; AM/PM)

Product category

1. Automotive Exterior lighting

•Taillight (Excl. Turn Light and Fog Light) Taillight (Excl. Turn Light and Fog Light)

•DRL daytime running lights

•Position / Signature position light

•Headlight (High/Low Beam) far and near headlights

•Fog / Side Marker fog lights / side marker lights

•Turn Light turn signals

• CHMSL third brake light

•Mirror Lamp

2. Automotive Interior interior lighting

• Cluster-Indicator LED Dashboard - Indicator LED

• Reading Lights

• CID- Indicator LED Center console- indicator LED

•Panel- Backlight LED car panel-backlight LED

3. Others (Decoration, Ambient Light, Grille Lamp, etc.)

Others (decoration, ambient light, grille light, etc.)

Part III. 2022-2023 Automotive LED Market Output Value, Quantity and Penetration Rate - by Automotive Products and Regional Markets

Regional market

• Europe

• USA

• Japan

• China

• Other markets (South Korea, India, Brazil, Southeast Asia)

Product category

1. Automotive Exterior lighting

•Taillight (Excl. Turn Light and Fog Light) Taillight (Excl. Turn Light and Fog Light)

•DRL daytime running lights

•Position / Signature position light

•Headlight (High/Low Beam) far and near headlights

•Fog / Side Marker fog lights / side marker lights

•Turn Light turn signals

• CHMSL third brake light

•Mirror Lamp

2. Automotive Interior interior lighting

• Cluster-Indicator LED Dashboard - Indicator LED

• Reading Lights

• CID- Indicator LED Center console- indicator LED

•Panel- Backlight LED car panel-backlight LED

3. Others (Decoration, Ambient Light, Grille Lamp, etc.)

Others (decoration, ambient light, grille light, etc.)

Part IV. Revenue Performance of Automotive Lamp Manufacturers and LED Manufacturers

• 2020-2022 Revenue of Automotive Lamp Manufacturers

• 2020-2022 LED manufacturers' revenue

Part V. Car Light and LED Market Price Analysis

• 2022-2023 Car Light Price Survey

• 2018-2023 LED Product Prices - Headlights, Taillights, Ambient Lights, In-Car Displays