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市场调查报告书
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1764336
全球汽车LED市场(2025年)- 照明与显示产品趋势2025 Global Automotive LED Market- Lighting and Display Product Trend |
全球汽车LED市场(2025年)- 照明和显示产品趋势预测,由于持续的经济不确定性,2025年价格下行压力将加剧。不过,TrendForce对车用LED厂商订单积压情况的分析显示,汽车产量预计将在2025年下半年再次復苏。此外,随着先进技术将继续搭载于2026年车型,预计到2025年,车用LED和车用照明的市场规模将分别成长至34.51亿美元和357.29亿美元。
ADB车头灯透过独立控制高性能LED,提供更佳的道路照明,扩大驾驶者的夜间视野,并透过独立控制延长侦测障碍物时的反应时间。无眩光远光灯可减轻前车和对侧车辆驾驶的不适感,并防止行人被车头灯晃眼。根据TrendForce分析,由于全球经济不确定性增加,ADB车头灯市场渗透率的成长放缓,但到2029年仍有望达到21.6%。
Micro/Mini LED像素模组在ADB车头灯的应用日益广泛,可透过像素的独立数位控制来调整照射区域,提高驾驶安全性。采Samsung的PixCell LED(COB技术)的Mini LED像素模组已成功搭载于Tesla Model 3/Y和NIO ES6。此外,Volkswagen、Porsche、SAICVolkswagen、NIO、Opel、Audi等汽车製造商将在2025年率先采用Micro LED头灯解决方案。
ADB头灯是大势所趋,强调小发光面(LES)、高亮度和高对比。据TrendForce表示,汽车製造商对Micro LED ADB头灯的平均像素要求为2万像素。未来Micro LED像素阵列的产品趋势可望朝两个方向发展:3000-4000像素的低像素产品,以及70000-100000像素的高阶产品。 OEM厂商的目标是每个头灯达到10万像素。因此,ams OSRAM和Nichia计划持续提升Micro LED像素阵列的像素数量,以满足汽车製造商的需求和目标。
随着汽车照明个人化、通讯显示、驾驶辅助和安全性提升等趋势的发展,Mini LED 尾灯(后部)和 RGB Mini LED 通讯显示器(前部)应运而生。这些产品已应用于 IM Motors、GWM(SAR Mecha Dragon)、Changan(NEVO CD07)等品牌的车辆。根据 TrendForce 分析,目前主流设计主要采用 P3-P4 显示屏,出于成本和功耗方面的考虑,功率为 100W。
ams OSRAM 创新开发了 ALIYOS 技术,将 Mini LED 与排列在纤薄柔性透明箔片上的不显眼金属线连接起来。 ALIYOS 技术为 Mini LED 阵列的放置提供了极大的灵活性。它们还可以作为可单独寻址的单元形成任何形状,实现基于区块的灯光控制,允许动态显示符号、文字、图像和抽象画,用于造型、资讯传递和警告。 ams OSRAM 正与全球主要汽车零件製造商和 OEM 合作,探索汽车内外照明领域的全新可能性。
根据 TrendForce 分析,装饰照明包括气氛灯、格栅灯、全宽前饰条、ADS 标誌灯等。预计到2029年,装饰照明市场规模将跃升至 3.11亿美元,2024年至2029年的年复合成长率将达到 28%。其中,智慧氛围 LED 市场在2024年至2029年的年复合成长率将高达 69%。
智慧氛围灯采用内建驱动 IC 驱动的RGB LED。除了获得 ISELED 联盟认证的智慧氛围灯外,ams OSRAM 和 Dominant 还相继推出了搭载开放系统协定(OSP)的智慧氛围灯。 ams OSRAM 的智慧氛围灯已搭载于 ZEEKR MIX(2024年)车型,预计将被欧美汽车製造商采用。
除了 RGB LED 解决方案外,汽车製造商还计划采用高显色性(CRI 95 及以上)和可调色温(2,700-6,500K)的白光 LED 解决方案,用于阅读灯、车顶灯、化妆镜和脚部空间照明。首尔半导体采用 SunLike 技术的环境白光 LED 产品处于业界领先地位。该产品已成功整合于Volvo Polestar 3/EX90 车型。其 1W 环境白光 LED 亮度高达 100 lm(CRI 95 以上)。
随着HDR、局部调光、广色域和曲面萤幕设计的趋势发展,包括NIO、General Motors、Li Auto、BYD、Ford、Geely、Stellantis在内的汽车製造商将在2024年开始采用车载Mini LED显示器。Xiaomi、BMW、Mercedes-Benz、HKMC、BAIC、GWM、Sony预计将在2025年至2029年间推出搭载Mini LED显示器的汽车。此外,全景和全像HUD预计将开始采用Mini LED技术来提升对比度,进一步推动车载显示器市场的成长动能。
根据TrendForce预测,在新能源汽车的带动下,2024年全球汽车销售将达到8,855万辆,新能源汽车渗透率将达到25%。然而,随着车灯厂商受到价格压力、库存去化、汇率波动等因素的影响,汽车照明市场规模将小幅下滑至346.58亿美元。2024年,全球十大汽车照明厂商分别为Koito、Valeo、Forvia Hella、Marelli、Stanley、SL Corporation、Xingyu、HASCO Vision、ZKW、OPmobility。
2024年全球五大车用LED厂商分别为ams OSRAM、Nichia、Lumileds、Seoul Semiconductor、Dominant。ams OSRAM凭藉其稳定的品质、卓越的光效和高性价比,已成为全球高端汽车和新能源汽车製造商的首选供应商。Seoul Semiconductor的销售业绩主要得益于韩国和中国订单的成长。此外,由于中国、欧洲和韩国市场需求的成长,亿光预计2024年其车用LED销售额将成长40%以上。弘凯光电致力于汽车市场应用,致力于光学感测技术,协助沟通和沈浸式体验,并致力于为客户提供一体化的加值服务。
TrendForce从七个角度分析车用LED市场的发展:
由此,为读者呈现车用LED市场的完整市场动态。
According to TrendForce "2025 Global Automotive LED Market- Lighting and Display Product Trend, towards 2025", due to the ongoing uncertainty in the overall economy, greater downward pricing pressure is anticipated in 2025. However, according to TrendForce's analysis on automotive LED manufacturers' orders on hand, car production is expected to recover again in 2H25. Additionally, with advanced technologies continuing to be incorporated into car models of 2026, the automotive LED and automotive lighting market value is forecasted to grow to USD 3.451 billion and USD 35.729 billion in 2025.
Through independent control of high-performance LEDs, the ADB headlights help expand drivers' nighttime field of view, giving them more time to react when seeing an obstacle and achieving better road lighting. Glare-free high beams help reduce discomfort for drivers of vehicles ahead, those of opposing vehicles, and prevent pedestrians from being dazzled by headlights. As TrendForce analyzes, increasing global economic uncertainty has slowed the growth of the ADB headlight market penetration rate, but still has the potential to reach 21.6% by 2029.
As Micro/Mini LED pixelated module is increasingly used for ADB headlights, the area of illumination can be adjusted for better driving safety through independent digital control of pixels. Mini LED pixelated modules utilized by Samsung's PixCell LED (COB technology) have been successfully implemented in the Tesla Model 3 / Y and the NIO ES6. In addition, Volkswagen, Porsche, SAIC Volkswagen, NIO, Opel, and Audi have been leading car makers in adopting Micro LED headlight solutions in 2025.
ADB headlights are the trend of the times, with an emphasis on a small light emitting surface (LES), high brightness, and high contrast. According to TrendForce, automakers require an average pixel count of 20,000 for Micro LED ADB headlights. The future product trend of Micro LED pixel arrays will have the opportunity to develop towards two polarizations: one is low-pixel products, using 3,000-4,000-pixels; the other is premium products, using 70,000-100,000-pixels. OEMs have set a target of 100,000 pixels per headlight. Therefore, ams OSRAM and Nichia plan to continually increase the pixel count of its Micro LED pixel array to meet automaker demands and goals.
The increasing trend towards personalization, communication display, driver assistance, and safety upgrading for automotive lighting has given rise to Mini LED taillights (rear) and RGB Mini LED communication displays (front). These products have been installed in the vehicles of IM Motors, GWM (SAR Mecha Dragon), and Changan (NEVO CD07). According to TrendForce's analysis, current mainstream designs mainly incorporate P3-P4 displays and a 100W specification for cost and power consumption concerns.
ams OSRAM has innovatively developed its ALIYOS technology, connecting Mini LEDs with unnoticeable metal wires that are arranged on a slim, flexible, and transparent foil. ALIYOS offers great flexibility for the arrangement of Mini LED arrays. It can also form any shape as individually addressable units, achieving block-based light control, hence the ability to display symbols, words, images, and abstract pictures dynamically for styling, messaging, and warning. ams OSRAM is working with leading Tier 1 automotive suppliers and OEMs worldwide to explore new possibilities in both interior and exterior automotive lighting.
As TrendForce analyzes, decorative lights include ambient lights, grill lamps, full-width front strips, and ADS marker lamps. The decorative light market scale is likely to jump to USD 311 million by 2029, with a 28% CAGR from 2024 to 2029. Specifically, the 2024-2029 CAGR for the intelligent ambient LED market will be a whopping 69%.
Intelligent ambient lights are equipped with RGB LEDs powered by built-in driver ICs. Beyond the intelligent ambient lights certified by the ISELED Alliance, ams OSRAM and Dominant have successively launched intelligent ambient lights with the Open System Protocol (OSP). The microcontroller can send commands to lighting units individually and obtain their status, enabling high-precision color calibration and temperature compensation. ams OSRAM's intelligent ambient lights are installed on the ZEEKR MIX (2024) model and is expected to be adopted by European and American automakers.
In addition to RGB LED solutions, automakers intend to adopt white LED solutions featuring high color rendering (CRI greater than or equal to 95), and adjustable color temperature (2,700-6,500K) for reading lights, roof lights, make-up mirrors, and foot room illumination. Seoul Semiconductor's ambient white LED product featuring SunLike technology leads the industry. The product has been successfully integrated into Volvo Polestar 3 / EX90. Its 1W ambient white LED achieves a brightness of up to 100 lm (CRI greater than or equal to 95).
Following the trend towards HDR, local dimming, wide color gamut, and curved screen design, car manufacturers began adopting automotive Mini LED displays in 2024, including NIO, General Motors, Li Auto, BYD, Ford, Geely, and Stellantis. Xiaomi, BMW, Mercedes-Benz, HKMC, BAIC, GWM, and Sony are expected to release vehicles equipped with Mini LED displays between 2025 and 2029. Additionally, panoramic HUDs and holographic HUDs will start adopting Mini LED technology to enhance contrast ratio, which is expected to drive growth momentum for the automotive display market.
According to TrendForce, driven by NEVs, global car sales in 2024 hit 88.55 million units, with the NEV penetration rate reaching 25%. However, as automotive lighting manufacturers were affected by pricing pressure, inventory depletion, and exchange rate fluctuations, the automotive lighting market value slightly dropped to USD 34.658 billion. In 2024, the top ten automotive lighting players were Koito, Valeo, Forvia Hella, Marelli, Stanley, SL Corporation, Xingyu, HASCO Vision, ZKW, and OPmobility.
The top five automotive LED manufacturers in 2024 include ams OSRAM, Nichia, Lumileds, Seoul Semiconductor, and Dominant. Thanks to the stable quality, exceptional luminous efficacy, and good value of its products, ams OSRAM has become the preferred supplier for premium vehicle and NEV manufacturers worldwide. Seoul Semiconductor's sales performance was mainly benefited from order increases in Korea and China. In addition, thanks to the rising demand in China, Europe, and South Korea, Everlight saw its automotive LED revenue surge more than 40% in 2024. Brightek specializes in automotive market applications and has regarded light sensing for communication and immersive experiences as its target, aiming to offer integrated value-added services for its customers.
TrendForce has analyzed developments in the automotive LED market from seven perspectives:
In this way, we provide readers with a comprehensive picture of marketing dynamics in the automotive LED market.