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
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
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