全球汽车 LED 产品市场：趋势和区域市场分析 (2023)

欢迎来到创新的黄金时代

TrendForce对2023年汽车市场需求的分析显示，欧洲和北美的通胀正在放缓，但全球经济仍然疲软。 汽车製造商纷纷降低汽车价格以促进销售，但这种做法引发了激烈的价格竞争。 由于汽车市场竞争激烈，车用LED价格大幅下降，导致多个LED产品开发项目被推迟。 话虽如此，ADB头灯、mini LED尾灯、全宽尾灯、标誌灯和（智能）氛围灯相关的先进技术将推动汽车LED市场价值在2023年达到33.07亿美元。

汽车照明和显示市场趋势

1.车头灯

2022年汽车LED头灯全球渗透率将达到70%，电动汽车LED头灯渗透率将达到92%。 2022年全球汽车照明市场规模将达336.27亿美元，汽车照明厂商前五名分别为Koito、Valeo、Forvia Hella、Marelli、SL Corporation，合计占据压倒性市场份额61.5%。我来了。

矩阵 LED 是 ADB 车头灯的主要设计。 通过独立控制高性能 LED，矩阵布局为服务人员在夜间提供更广阔的视野、看到障碍物时更快的反应时间以及更好的道路照明。 无眩光远光灯可减少前方和迎面而来的协助者的烦恼，并防止行人前灯的眩光。 借助 Micro LED 像素阵列，ADB 车头灯可将可用于精确且独立数字控制的像素数量从 10,000 个增加到 100,000 个。 更高的像素数为照明区域提供了更大的灵活性，从而提高了驾驶安全性，并让您能够更灵活地遵守不同地区和市场的法律要求。 这样，汽车照明製造商就可以节省针对不同地区和市场的开发、製造和物流成本。 TrendForce 分析显示，ADB 车头灯渗透率可能会从 2022 年的 3.7% 跃升至 2027 年的 17.0%。

2.尾灯

尾灯采用了更具创新性的设计。 全宽度、miniLED、OLED等尾灯目前是最受汽车製造商和消费者喜爱的三大尾灯。 汽车照明的未来趋势（个性化、通信、ADAS/自动驾驶）催生了Mini LED尾灯。 凭藉高像素局部调光，Mini LED可以通过改变显示图像来动态匹配尾灯与驾驶场景，让车后的驾驶员更容易识别车辆，并获得更好的车辆可视性。发生事故的风险。 当汽车閒置时，尾灯从照明装置变为显示器，以显示车辆相关信息（例如充电状态）。 据TrendForce报导， IM Motors 和 GWM (SAR Mecha Dragon) 均已采用Mini LED尾灯，奥迪(Q5)也可能采用尾灯。

3.格栅灯/前全宽条纹

采用格栅灯和全宽前条纹的主要汽车製造商包括Mercedes Benz (EQS)、Volkswagen (ID.3/ID.4)、BYD、Xpeng (P5)、 Changan Ford (Mondeo)、Sony (VISION-S 02) 、BMW (i7)、Rolls-Royce (Spectre)、Ford、General Motors、Stellantis、Lucid、Li Auto。 根据TrendForce研究，2023年许多电动汽车车型将采用格栅灯。 格栅灯从线性设计过渡到全宽前条纹设计。

4.环境光

欧洲和中国汽车製造商多年来一直在使用环境照明。 从2022年起，内置辅助IC的RGB LED智能氛围灯将应用于BMW汽车，并逐步扩展到其他欧洲和中国车型，市场价值预计将逐年增长。我来了。

智能氛围灯车型：红旗H9、ZEEKR 001、零跑C01、BMWiX/i7/XM等。

5.车载显示

2023年欧洲和北美通胀有所缓解，但全球经济依然疲弱。 整体汽车市场价格竞争激烈，车厂纷纷下调车价刺激消费，而Mini LED/HDR车用显示器的发展也相对滞后。 相反，製造商专注于汽车照明应用（前灯、尾灯、格栅灯/全宽前条纹）。 包括General Motors、Ford、BMW、Mercedes-Benz、Volvo、NIO、Roewe、Li Auto 等汽车製造商均在2016/3030/3030/2016/3030年配备2525/1515个LED，竞相采用mini LED/HDR显示屏。

6.HUD

TrendForce分析显示，在ADAS和智能座舱稳定增长的带动下，2022年HUD市场出货量将达到952万套。 AR-HUD 需要集成摄像头和传感器，因此需要更长的时间才能普及。 AR-HUD预计到2027年将占据33%的市场份额，欧洲和中国的高端/电动汽车是首要目标。

AR HUD 的图像生成单元 (PGU) 技术包括 TFT-LCD、DLP、激光束扫描 LBS (MEMS)、LCOS、Micro/Mini LED。 TFT-LCD 仍然是主流方法，但 DLP 和 micro/mini LED 也显示出前景。

汽车照明製造商2022年营收表现

2022年全球汽车照明市场规模将达到336.27亿美元，Koito、Valeo、Forvia Hella、Marelli、SL Corporation位列前五汽车照明製造商，合计占据61.5%的市场份额，获得了显着的市场份额。

汽车 LED 製造商 2022 年营收表现

TrendForce显示，前三大车用 LED 厂商占有 69.2% 的市占率，而前 10 名则占有高达 97.6% 的市占率。我来了。

首尔半导体的汽车LED销售额增长14%，受益于汽车背光销售。 特斯拉 Model 3/Y 中Samsung LED 的 PixCell LED 带动了汽车 LED 收入的激增。 由于汽车LED产能增加，SamsungLED的汽车LED收入在2022年加速35%。

TrendForce报告车灯与显示产品趋势、车灯厂商营收与产品策略、车灯定价、LED厂商营收表现与产品策略、LED产品定价趋势，为读者提供分析从五个角度分析车用LED市场的发展。 全面了解车用LED市场趋势。

这份报告调查了全球汽车LED产品市场，总结了市场概况，包括市场收入和到2027年的预测、进入市场的公司排名和产品策略、按地区划分的趋势等等。我来了。

内容

第一章汽车照明市场趋势

第二章车载显示市场趋势

第三章汽车照明行业盈利与策略

• 汽车照明市场现状
• 2023-2027 年汽车照明市场价值分析
• 2020-2022 年汽车照明市场参与者的市场份额分析
• 2020-2022年汽车照明15强企业营收排名
• 车灯市场参与者的盈利和产品策略
  • Koito
  • Valeo
  • Forvia Hella
  • Marelli
  • SL Corporation
  • Stanley
  • HASCO Vision
  • ZKW Group
  • Xingyu
  • MIND
  • Liaowang
  • Faway
  • Varroc
  • 中国车灯/模组工厂

第四章汽车LED市场参与者的盈利和策略

• 全球车用 LED 厂商名单
• 2021-2022 年汽车 LED 进入者市场份额分析
• 2020-2022年汽车LED厂商前10名盈利排名
• 2021-2022 年汽车 LED 厂商收入前 10 名 - 照明和背光
• 汽车 LED 进入者的盈利和产品策略
  • ams OSRAM
  • Nichia
  • Lumileds
  • Dominant
  • Seoul Semiconductor
  • Samsung LED
  • Stanley
  • Everlight
  • Cree LED
  • Jufei
  • Lextar
  • Hongli
  • Refond
  • LITEON
  • Brightek
  • LatticePower
  • SUNPU
  • APT

Usher in Golden Era of Innovation

According to TrendForce's analysis of car market demand in 2023, the global economy remains weak although inflation is slowing down in Europe and North America. Car manufacturers have been cutting vehicle prices to stimulate sales, but the act has caused fierce price competition. Due to fierce competition in the vehicle market, prices of automotive LEDs have dropped noticeably, consequently delaying several projects for LED product development. That being said, advanced technologies related to ADB headlights, Mini LED taillights, full-width taillights, logo lamps, and (intelligent) ambient lights will jointly push the automotive LED market value to USD 3.307 billion in 2023.

Automotive Lighting and Display Market Trend

1. Headlight

As TrendForce reported, the global penetration rate of LED headlights for passenger vehicles reached 70% in 2022, while that for electric vehicles even hit 92%; the two rates will likely grow to 77% and 94% in 2023, respectively.

Matrix LED is the mainstream design for ADB headlights. Through independent control of high-performance LEDs, the matrix layout helps expand drivers' field of view at nighttime, reduce their reaction time when seeing an obstacle, and achieve better road lighting. Glare-free high beams help reduce discomfort for drivers of vehicles ahead, those of oncoming vehicles, and prevent pedestrians from being dazzled by headlights. With the use of Micro LED pixel array, the number of pixels available for accurate and independent digital control in an ADB headlight can be elevated to 10,000-100,000. The greater the pixel number, the more flexible the illumination area can be, hence an improvement in driving safety and flexibility for compliance with legal requirements among different regions and markets. In this way, automotive lighting manufacturers can save development, manufacturing, and logistics costs for different regions and markets. As TrendForce analyzes, the penetration rate of ADB headlights was only 3.7% in 2022, but it will likely jump to 17.0% in 2027.

2. Taillight

Taillights will come with more innovative designs. Full-width, Mini LED, and OLED-like taillights are currently the top three favorites among automakers and consumer. Future trends for automotive lighting-personalization, communication, and ADAS / autonomous driving-have given rise to Mini LED taillights. With high-pixel local dimming, Mini LED enables the taillight to dynamically align with the driving scenario by changing displayed images, allowing drivers of vehicles behind to recognize the car more easily and reduce the risk of car accidents. When the car is idle, the taillight then turns from a luminaire to a display providing vehicle-related information (e.g., charging status). As TrendForce reported, Mini LED taillights have been adopted by IM Motors and GWM (SAR Mecha Dragon), while Audi (Q5) will likely use the taillights as well.

3. Grille Lamp / Full-Width Front Stripe

Leading car manufacturers adopting grille lamps and full-width front stripes include Mercedes Benz (EQS), Volkswagen (ID.3 / ID.4), BYD, Xpeng (P5), Changan Ford (Mondeo), Sony (VISION-S 02), BMW (i7), Rolls-Royce (Spectre), Ford, General Motors, Stellantis, Lucid, and Li Auto. According to TrendForce's survey, many EV models intend to adopt grille lamps in 2023. Grille lamp is moving from linear design towards full-width front stripe design.

4. Ambient Light

Automakers in Europe and China have been using ambient lights for years. Since 2022, intelligent ambient lights featuring RGB LEDs as built-in driver ICs have been applied to BMW's vehicles and will be gradually extended to other European and Chinese models, with market value expected to grow year by year.

Cars equipped with intelligent ambient lights: Hongqi H9, ZEEKR 001, Leapmotor C01, BMW iX / i7 / XM, etc.

5. Automotive Display

Although inflation in Europe and North America has slowed down entering 2023, the global economy remains weak. Fierce price competition can be seen in the entire vehicle market after car makers cutting down vehicle prices with an effort to stimulate spending, while they are also slowing down the progress of Mini LED / HDR automotive display development. Instead, the manufacturers turn to focus on automotive lighting applications (headlights, taillights, grille lamps / full-width front stripes). With the rising trend for displays featuring HDR, local dimming, wide color gamut, and a curved screen, automakers have been racing to adopt Mini LED / HDR displays, including General Motors, Ford, BMW, Mercedes-Benz, Volvo, NIO, Roewe, Li Auto, and so on, with 2016 / 3030 / 2525 / 1515 LEDs.

6. HUD

According to TrendForce's analysis, the HUD market shipment reached 9.52 million sets in 2022 thanks to steady growth in ADAS and smart cockpits. AR-HUD needs more time to thrive due to the requirement of camera and sensor integration. AR-HUD is estimated to capture a 33% market share in 2027, with high-end / electric vehicles in Europe and China being first targets.

AR HUD's Picture Generation Unit (PGU) technologies include TFT-LCD, DLP, laser beam scanning LBS (MEMS), LCOS, and Micro/Mini LED. TFT-LCD remains the mainstream approach, while DLP and Micro/Mini LED are promising.

2022 Automotive Lighting Manufacturer Revenue Performance

The global automotive lighting market was valued at USD 33.627 billion in 2022, with Koito, Valeo, Forvia Hella, Marelli, and SL Corporation being the top five automotive lighting manufacturers totaling a dominating 61.5% market share.

2022 Automotive LED Manufacturer Revenue Performance

As TrendForce reveals, the top three automotive LED manufacturers have secured a 69.2% market share, with the top ten claiming a whopping 97.6% share.

Seoul Semiconductor's automotive LED revenue increased 14%, benefited from automotive backlight revenue. As Samsung LED's PixCell LED has been installed in the Tesla Model 3 / Y, its automotive LED revenue surges. With enhanced production capacity of automotive LEDs, Samsung LED's automotive LED revenue for 2022 accelerated 35%.

TrendForce has analyzed the development in the automotive LED market from five perspectives-automotive lighting and display product trends, automotive lamp player revenue and product strategies, lamp prices, LED player revenue performance and product strategies, and LED product prices-so as to provide readers with a comprehensive understanding of trends in the automotive LED market.

Table of Contents

Chapter I. Automotive Lighting Market Trend

• Headlight Product Trend
• Headlight Product Technology Requirements
• 2023-2027 LED Headlight / ADB Headlight- Penetration Rate Analysis
• ADB Headlight- Advantage and Regulation Analysis
• ADB Headlight- Product Performance Comprehensive Analysis
• ADB Headlight- Matrix LED Headlight
• ADB Headlight- Matrix LED Headlight's Driver IC Specification and Price
• ADB Headlight- Tesla / Hella SSL 100 Headlight Price and Cost Analysis
• ADB Headlight- 84 / 100- Pixel Matrix LED Headlight Trend Analysis
• ADB Headlight- DLP Headlight
• ADB Headlight- LCD Headlight
• ADB Headlight- Micro LED Pixel Array
• ADB Headlight- Micro LED Pixel Array Roadmap
• ADB Headlight- Micro LED Pixel Array Case Study
• 8-inch Wafer Production- Pros and Cons Analysis
• Laser Headlight- Product Design and Supply Chain
• 2023 LED Headlight Price Analysis
• Automotive LiDAR Sensing Integration Trend
• Taillight Product Trend
• Full-Width Taillight Cost Analysis- 0.2W SMD LED
• Mini LED Taillight Price Sweet Spot and Cost Analysis
• OLED-Like LED Taillight Product Trend
• Micro/Mini LED Automotive Lighting Product Trend
• Grille Lamp / Full-Width Front Stripe Product Trend
• Grille Lamp / Full-Width Front Stripe Product Design
• Light-Signaling Projection Product Trend
• Ambient Light Product Trend
• (Intelligent) Ambient Light- Pros and Cons Analysis
• Intelligent Ambient Light- Product Design
• Intelligent Ambient Light- Installation Place and Successful Case Study
• Ambient Light- White LED Market Applications
• Ambient Light- Market Value and Supply Chain Analysis

Chapter II. Automotive Display Market Trend

• Smart Cockpit Trend
• Automotive Display Technology Overview
• 2023-2027 Automotive Display Backlight Analysis
• 2022 Mini LED / HDR Automotive Display- Specification and Supply Chain
• 2022-2025 Mini LED / HDR Automotive Display Schedule and Specification
• NIO ET7 / ET5 / ES7 Automotive Display- Specification and Cost Analysis
• Roewe RX5 Automotive Display- Specification and Cost Analysis
• Cadillac LYRIQ Automotive Display- Specification and Cost Analysis
• 2023 Automotive Display Cost Analysis- Edge / Direct Type
• 2023 Automotive Backlight LED Specification Analysis
• 2023 Automotive Backlight LED Product Specification and Price Analysis
• Mini LED / HDR Automotive Display- Driver IC Specification Analysis
• Automotive Display Supply Chain Flow Analysis
• 2023-2027 HUD Market Shipment- Product vs. Regional Market Analysis
• 2023-2027 HUD Market Shipment- Product Technology Analysis
• 2021-2022 HUD Player Market Share Analysis
• 2023 HUD Product Specification and Price Analysis
• 2023 HUD Product Price Analysis
• AR-HUD Technology Analysis
• 3D AR-HUD Product Trend
• AR-HUD OEM Supply Chain and Product Specification Analysis
• HUD Market Value Chain Analysis
• Micro LED Transparent Display
• 2023 Micro LED Transparent Display Cost Analysis
• Micro LED Automotive Display Application Overview
• E-Mirror Rear View Mirror / Side View Mirror Product Trend
• 2023 Pillar-to-Pillar Display / OLED Display Market Trend

Chapter III. Automotive Lighting Player Revenue and Strategies

• Automotive Lighting Market Landscape
• 2023-2027 Automotive Lighting Market Value Analysis
• 2020-2022 Automotive Lighting Player Market Share Analysis
• 2020-2022 Top 15 Automotive Lighting Player Revenue Ranking
• Automotive Lamp Player Revenue and Product Strategies
  • Koito
  • Valeo
  • Forvia Hella
  • Marelli
  • SL Corporation
  • Stanley
  • HASCO Vision
  • ZKW Group
  • Xingyu
  • MIND
  • Liaowang
  • Faway
  • Varroc
  • Automotive Lamp / Module Factories in China

Chapter IV. Automotive LED Player Revenue and Strategies

• Global Automotive LED Player List
• 2021-2022 Automotive LED Player Market Share Analysis
• 2020-2022 Top 10 Automotive LED Player Revenue Ranking
• 2021-2022 Top 10 Automotive LED Player Revenue- Lighting vs. Backlight
• Automotive LED Player Revenue and Product Strategies
  • ams OSRAM
  • Nichia
  • Lumileds
  • Dominant
  • Seoul Semiconductor
  • Samsung LED
  • Stanley
  • Everlight
  • Cree LED
  • Jufei
  • Lextar
  • Hongli
  • Refond
  • LITEON
  • Brightek
  • LatticePower
  • SUNPU
  • APT

EXCEL Content

Part I. 2022-2023 Car Market Shipment Forecast- By Region

• Europe
• USA
• Japan
• China
• Other Market (South Korea, India, Brazil, Southeast Asia)

Part II. 2023-2027 Automotive LED Market Value, Volume and Penetration- By Product

• Conventional Passenger Car (OEM)
• Conventional Passenger Car (AM/PM)
• Electric Passenger Car (OEM)
• Electric Passenger Car (AM/PM)
• Conventional Box Truck (OEM)
• Conventional Box Truck (AM/PM)
• Electric Box Truck (OEM)
• Electric Box Truck (AM/PM)
• Conventional / Electric Scooter (OEM, AM/PM)

Products

1. Automotive Exterior

• Taillight (Excl. Turn Light and Fog Light)
• DRL
• Position / Signature
• Headlight (High/Low Beam)
• Fog / Side Marker
• Turn Light
• CHMSL
• Mirror Lamp

2. Automotive Interior

• Cluster-Indicator LED
• Reading Lights
• CID- Indicator LED
• Panel- Backlight LED

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

Part III. 2022-2023 Automotive LED Market Value, Volume and Penetration- By Product

Regional Markets

• Europe
• USA
• Japan
• China
• Other Market (South Korea, India, Brazil, Southeast Asia)

Products

1. Automotive Exterior

• Taillight (Excl. Turn Light and Fog Light)
• DRL
• Position / Signature
• Headlight (High/Low Beam)
• Fog / Side Marker
• Turn Light
• CHMSL
• Mirror Lamp

2. Automotive Interior

• Cluster-Indicator LED
• Reading Lights
• CID- Indicator LED
• Panel- Backlight LED

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

Part IV. Automotive Lighting / Automotive LED Manufacturer Revenue Performance

• 2020-2022 Automotive Lamp Player Revenue Ranking
• 2020-2022 Automotive LED Player Revenue Ranking

Part V. Automotive Lamp / Automotive LED Market Price Analysis

• 2022-2023 Automotive Lamp Price Survey
• 2018-2023 Automotive LED Price Trend- Headlamp, RCL, Ambient Light, Automotive Display