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市場調查報告書
商品編碼
1507965
汽車用LED的全球市場:照明·顯示器產品趨勢 (2024年)2024 Global Automotive LED Market- Lighting and Display Product Trend |
面對市場競爭與成本降低壓力,車廠積極採用ADB頭燈、Mini LED尾燈、全寬尾燈、格柵燈/全寬前燈燈帶、(智慧)氣氛燈、Mini LED背光顯示器等先進裝置作為加值產品行銷,帶動2024年車用照明/車用LED需求穩定成長,分別達到373.95億美元及34.45億美元,高於汽車市場出貨表現。
未來汽車照明將集中在個人化、通訊顯示、駕駛輔助、安全升級等方面。
TrendForce分析顯示,2023年全球傳統乘用車LED車燈滲透率達72%,而電動車LED車燈滲透率則高達94%,預計兩者將分別成長至75%及96%。
矩陣LED是ADB頭燈的主流設計,透過對高性能LED的獨立控制,矩陣佈局有助於擴大駕駛者的夜間視野,減少看到障礙物時的反應時間,實現更好的無眩光高照明。光束有助於減少前方車輛和對面車輛駕駛員的不適,並防止行人被車頭燈眩目。越多,照明區域就越靈活,從而提高駕駛安全性和靈活性,以符合不同地區和市場的法規要求,這樣汽車照明製造商就可以節省開發、製造的時間。燈的滲透率將躍升至21.7%。
隨著Micro/Mini LED像素化模組越來越多地用於ADB頭燈,透過像素的獨立數位控制可以調整照明面積以提高駕駛安全性。價值將達到100億美元。
尾燈的風格很大地變化著,全幅 (Fullwide),象小型LED,OLED一樣的模式被大部分的汽車廠商與消費者寬廣地支撐。因為有關尾燈樣式發生了較大變化,全寬度、Mini LED、OLED等車型受到大多數車廠和消費者的青睞,由於造型和設計沒有具體規定和限制,車廠積極利用尾燈來突出車輛。他們越來越依賴LED 光源供應商的創新解決方案,這樣他們就可以更好地控制並積極參與尾燈設計。
此外,艾邁斯歐司朗還成功開發了Mini LED 尾燈ALIYOS,其中Mini LED 透過佈置在細長、靈活且透明的箔片上的不易察覺的金屬線連接性。
格柵燈/全寬前條紋主要用於賓士(EQS)、福斯(ID.3/ID.4)、比亞迪、小鵬(P5)、長安福特(蒙迪歐)、索尼(VISION-S 02 ) )、BMW(i7)、勞斯萊斯(Spectre)、福特、通用汽車、Stellantis、Lucid 和理想汽車。許多電動車車型都積極採用格柵燈,推動趨勢從線性光源轉向全寬前條紋設計。
氣氛照明是車內照明的一部分,主要用於改善黑暗環境下車內的氣氛,增強獨特的照明環境和情緒。您還可以靈活地更改車內的配色方案並添加完美的點睛之筆。值得注意的是,環境照明的顏色不會影響駕駛安全。中控台、車頂、車門把手、車門裝飾、門檻、迎賓燈和腳坑照明均配有環境照明。環境照明還可以用作警告(盲點檢測和變換車道輔助)、駕駛員迎賓燈以及用於顯示和通訊的功能照明。
環境照明已被歐洲和中國汽車製造商使用多年。智慧環境照明由具有整合式驅動器 IC 的 RGB LED 供電。除了在ISELED聯盟下發布的LED之外,艾邁斯歐司朗還成功發布了使用OSP(開放系統協議)的智慧環境照明LED,這可能會提升環境照明的市場價值。
隨著高動態範圍 (HDR)、局部調光、廣色域和曲面螢幕等設計趨勢的發展,越來越多的汽車製造商開始採用緊湊型 LED/HDR 車載顯示器。其中包括NIO,Roewe,General Motors,Li Auto,Rising Auto,Jidu,BYD,Ford,Geely,Stellantis,Hyundai,BMW,Mercedes-Benz,BAIC,GWM等。已經證實,小型LED POB/POG/COB顯示器和OLED顯示器將在下一代汽車顯示器領域競爭。
全景平視顯示器 (P-HUD) 以其直覺的視線影像顯示和高解析度品質而聞名,可提高駕駛安全性和舒適性。 P-HUD 採用反射式顯示器。例如大陸集團的小型 LED 背光型號和寶馬的 RGB 小型 LED 顯示器。同時,Micro LED透明顯示器以透視方式顯示行車訊息,具有更高的亮度和色彩飽和度。
展望2024年,汽車製造商面臨巨大的市場競爭壓力和降低成本的要求。為了緩解這種壓力,汽車製造商正在採用先進技術生產高價值產品,例如ADB頭燈、小型LED尾燈、全寬尾燈、格柵燈、全寬前條紋和(智慧)氛圍照明。到2024年,汽車照明市場預計將成長至373.95億美元,其中車頭燈預計將佔總市場價值的60%以上。排名前五的汽車照明製造商包括小糸、法雷奧、Forvia Hella、馬瑞利和SL Corporation,2023年合計市佔率為60%。前10名汽車照明廠商市場佔有率超過80%。
排名前五的汽車LED 製造商是艾邁斯歐司朗(ams OSRAM)、日亞化學(Nichia)、Lumileds、首爾半導體(Seoul Semiconductor) 和三星LED (Samsung LED),到2023 年,其市場佔有率合計將超過80%。艾邁斯歐司朗穩定的品質、出色的發光效率和卓越的產品價值使其成為全球豪華汽車和新能源汽車製造商的首選供應商。位居第二的日亞化學汽車 LED 銷售量優於預期,主要受惠於日本和歐洲需求的成長。第四名首爾半導體的汽車LED銷售額也超出預期,主要得益於韓國和中國的訂單增加。排名第五的三星LED擴大了其應用範圍,在特斯拉的Model 3和Y中引入了PixCell LED,將其汽車LED市場佔有率推至7%。
本報告從以下六個角度分析全球車用LED市場趨勢:
According to "TrendForce 2024 Global Automotive LED Market- Lighting and Display Product Trend", confronting market competition and cost reduction pressure, automakers have been active in adopting ADB headlights, Mini LED taillights, full-width taillights, grille lamps / full-width front strips, (intelligent) ambient lights, Mini LED-backlit displays, and other advanced devices as value-added products for marketing, leading to steady growth in the automotive lighting / automotive LED demand for 2024 to USD 37.395 billion and USD 3.445 billion, respectively, higher than car market shipment performance.
Automotive Lighting Will Concentrate on Personalization, Communication Display, Driver Assistance, and Safety Upgrading in the Future.
A TrendForce analysis revealed that the global LED headlight penetration rate for conventional passenger cars reached 72% in 2023, while the global LED headlight penetration rate for electric cars hit a whopping 94%. The two rates are expected to grow to 75% and 96% in 2024, respectively.
Matrix LED is the mainstream design for ADB headlights. Through independent control of high-performance LEDs, the matrix layout helps expand drivers' nighttime field of view, 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 opposing 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 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 regulatory requirements among different regions and markets. In this way, automotive lighting manufacturers can save development, manufacturing, and logistics costs for each region and market. As TrendForce analyzes, the penetration rate of ADB headlights will likely jump to 21.7% in 2028.
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. In 2028, the market value of Micro/Mini LED pixelated modules could reach USD >900 million, which is expected to drive market value of headlight LED and headlight to USD 3.235 billion and USD 31.101 billion, respectively.
Taillight styles have changed considerably, with full-width, Mini LED, and OLED-like models being widely favored by most automakers and consumers. As there is no specific regulations and restrictions on styling and design, car makers are actively utilizing taillights to highlight vehicle specifications and features, hence their increasing dependence on innovative solutions from LED light source providers, who could then gain more control over and actively engage in taillight design.
Additionally, ams OSRAM managed to develop its Mini LED taillight, the ALIYOS, in which the Mini LEDs are connected by unnoticeable metal wires that are arranged on a slim, flexible, and transparent foil. The ALIYOS not only offers great flexibility for the arrangement of Mini LED arrays but also features block-based light control, enabling the display of symbols, words, images, and abstract pictures dynamically. The taillight is applicable for presenting stylish design, information, and warning messages. ams OSRAM is currently cooperating with leading automotive lighting manufacturers and car makers worldwide, aiming to obtain the certification of vehicle quality and safety as well as compatibility by end of 2025 and to actually install the taillight in vehicle models.
Grille lamps/full-width front stripes are mainly adopted by car manufacturers such as 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, numerous electric vehicle models have actively adopted grille lamps, pushing the trend away from linear light sources to full-width front stripe design.
As part of interior lighting, ambient lights are mainly used to improve the atmosphere and enhance the unique lighting environment and mood inside the car in dark settings. They also offer the flexibility to change the color scheme inside the car, adding the perfect finishing touch. Notably, the colors of ambient lights must not affect driving safety. Ambient lights have been applied to the center console, roof top, door handle, door trims, door sill, welcome light, and foot room illumination. Alternatively, ambient lights can serve for functional lighting, such as warning (Blind spot detection and lane change assist), welcome lighting for the driver, or display and communication.
Ambient lights have been adopted by European and Chinese automakers for years. Intelligent ambient lights are powered by RGB LEDs with built-in driver ICs. In addition to the LEDs announced under the ISELED alliance, ams OSRAM has successfully released an intelligent ambient light LEDs using the Open System Protocol (OSP), which will likely boost the market value of ambient lights.
More and more car makers are adopting Mini LED / HDR automotive displays to following the trend towards designs featuring HDR, local dimming, wide color gamut, and a curved screen. Car makers include NIO, Roewe, General Motors, Li Auto, Rising Auto, Jidu, BYD, Ford, Geely, Stellantis, Hyundai, BMW, Mercedes-Benz, BAIC, and GWM. A TrendForce survey confirms that Mini LED POB / POG / COB, and OLED displays will compete for the next-gen automotive display sector.
The panoramic HUD (P-HUD) is best known for its intuitive eye-level image display and high resolution quality for better driving safety and comfort. P-HUDs adopt reflective displays. For instance, Continental's Mini LED-backlit model and BMW's RGB Mini LED display. While, a Micro LED transparent display presents driving information through the see-through approach, featuring higher brightness and color saturation.
Entering 2024, automakers have faced strong pressure from market competition and cost reduction demand. To mitigate the pressure, they have turned to adopt advanced technologies to produce and promote products with high added value, such as ADB headlights, Mini LED taillights, full-width taillights, grille lamps, full-width front stripes, and (intelligent) ambient lights. The automotive lighting market is likely to grow to USD 37.395 billion in 2024, with the market value of headlights accounting for >60% of the total. The top five automotive lighting manufacturers include Koito, Valeo, Forvia Hella, Marelli, and SL Corporation, totaling a 60% market share in 2023. The top ten automotive lighting manufacturers together captured a dominant >80% market share.
The top five automotive LED manufacturers include ams OSRAM, Nichia, Lumileds, Seoul Semiconductor, and Samsung LED, totaling a >80% market share in 2023. 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. Secondly, Nichia's automotive LED revenue was higher than expectations, mainly benefiting from the rising demand in Japan and Europe. Fourthly, Seoul Semiconductor also achieved higher-than-expected revenue from automotive LEDs, mainly benefiting from order increases in Korea and China. Fifthly, Samsung LED expanded the use of the PixCell LED by introducing it to Tesla's Model 3 and Y, largely driving up the automotive LED market share increase to 7%.
TrendForce has analyzed the development in the automotive LED market from six perspectives: