LEDinside: Chinese Automotive LED Penetration Market Analysis / EU & US Car Supply Chain

China

Chinese automotive light’s development is still price-oriented when adopting LEDs. Current spec for interior automotive lights and RCL are similar with lighting LEDs and even backlight LEDs, the LED penetration rate is relatively high and similar to international level. As DRL is closely linked to the recognition of vehicles, it has seen rapid development in Chinese market over the past few years. Moreover, some Chinese automotive makers turn to low-power LEDs for DRL applications. Therefore, the market penetration of DRL in China rose to 47% in 2016.

Slow mid and high-power LED in Chinese automotive market: Due to the high technical requirement of high-power LED product segments, such as high / low beam and fog light. These light sources are mainly from international source and have low penetration rate.

US Car Market Supply Chain

US automotive makers mainly adopt automotive lamps from Visteon and Hella. As North America is notorious for its tariff protection, automotive lamp factories and modules are constructed relatively close to each other, focusing on market opportunities and the reduction of assembly costs. Mexico is a popular location of such plants over the past few years.

As the suppliers of headlamps and tail lamps are not necessarily the same, the main concern lie in design and mass production ability. Meanwhile, the suppliers of tail light and interior lights are usually the same as the technical difficulties is relatively low and can be potentially purchased together.

LEDinside Gold Member: 2H16 LED Market Demand and Supply Analysis

Topic One: Demand Market

IT Display Market Trend- Outline

Price Trend

Backlight LED Prices Stabilizing after Steep Fall

Market Trend

Market of Consumer Electronic Devices Saturated
Rising OLED Edges Out Backlight Needs- Mobile and Tablet
Rising OLED Edges Out Backlight Needs- TV
Smartphone Market Growth Enters Single Digit Phase
Tablet Shipment Volume Continuous Decline Over Past Few Years
Incremental TV Shipment Growth in 2016
Wearables Strong Growth Momentum, But Still Limited LED Demand Growth
Market Opportunity of VR and AR Lies in Sensor

Product Trend

Mobile Backlight LED Continuously Downsizes
Three Flash LED Specs Where 1016 LED is Set to Grab Market Share in Low-End Market in 2016
Nichia Might Enter Flash LED Market Competition?

Lighting Market Trend- Outline

Market Demand

LED Luminaires Major Export From China to the World- Monthly Trend
LED Luminaires Major Export From China to the World- Region Trend
LED Luminaires Major Export From China to the World- Amount Trend

Price Trend

Lighting LED Price Trend

Product Trend

DOB LED Accounted For 5% COB Market- Product Market Demand is Small, Only Suitable for Project
7070 LED - Gradually Becoming New Market Focus, Aimed at 15-20W COB Market
7070 LED - Cree’s 7070 LED Products Used in The Niche Market Have High Light Intensity and Can Be Applied in Automotive and Outdoor Lighting Market

Automotive LED Market Trend- Outline

Market Demand

Slowing Global Economic to Limit Car Market Growth in 2016
China- LED Penetration Rate in Product Segments

Regional Supply

Europe- LED Highly Implemented in Automotive Lamps
North America- Tariff Protection Urges Close Production

Product Trend

LED Headlamp Replacement- Primary Opportunity to Start by Entering PM Market
LED Headlamp Replacement Enter Shakeout Stage
LED Headlamps Replacement Opportunities in OE Market
LED Headlamp Replacements Still Incompatible
LED Headlamp Replacement Implement Speed and Price
LED Headlamp Replacement Market Grows

Display Market Trend- Outline

Market Demand

2014-2015 LED Display Finished Product Market Scale
Display Finished Product Market Size
2015-2020 Fine Pitch LED Display Market Scale

Price Trend

Display LED Price Trend

Product Trend

Sony Launches New Ultrafine LED Display Technology
Fine Pitch Display LED and General Display LED
Fine Pitch Display Market Supply Chain Overview

Infrared LED Market Trend

Wearable Devices Emerge From Health and Fitness, Moving Toward Home Care Service in the Future
Photoplethysmography (PPG) : Measuring Pulse and Oximetry
PPG Supply Chain – Optical Sensor Modules
PPG Module Business Model
Potential PPG Customers List
2015-2020 Pulse / Oximetry Sensor Market Volume in Wearable Devices

Topic Two Supply Market

Price Trend

Oversupply Resulted in Sharp Price Drop in LED Chips in 2015
2-inch Wafer Price Close to Production Cost

Market Demand

Restocking To Encourge Utilization Rate Recovery

Industry Trend

2015-2020 MOCVD Installation Volume By Region
Some of LED Manufacturers Turn to Niche Market in 2016
Chinses LED Chip House Continued to Expand LED Capacity
2-inch and 4-inch LED Wafer Cost Analysis
Chinese LED House Towards 4-inch Wafer Production to Lower Costs

If you would like to know more details , please contact:

Joanne Wu +886-2-8978-6488 ext. 912 joannewu@trendforce.com

Disclaimers of Warranties
1. The website does not warrant the following:
1.1 The services from the website meets your requirement;
1.2 The accuracy, completeness, or timeliness of the service;
1.3 The accuracy, reliability of conclusions drawn from using the service;
1.4 The accuracy, completeness, or timeliness, or security of any information that you download from the website
2. The services provided by the website is intended for your reference only. The website shall be not be responsible for investment decisions, damages, or other losses resulting from use of the website or the information contained therein<

Proprietary Rights
You may not reproduce, modify, create derivative works from, display, perform, publish, distribute, disseminate, broadcast or circulate to any third party, any materials contained on the services without the express prior written consent of the website or its legal owner.