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Automotive Lighting: Technology, Industry, and Market Trends
Apr.2016

progression_of_automotive_lighting_technologies-headlamps_focus_on_led_laser_and_oled_yole_report
6 490 €

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Description

Yole Automotive Lighting Technology Industry and Market Trends Flyer Icone cover

New technologies and new features and functionalities will make automotive lighting a $27.7 billion market by 2021 (and an exciting one at that)!

AUTOMOTIVE LIGHTING IS GROWING FAST ($27.7B IN 2021) BY INCREASING ITS DESIGN USES AND PROVIDING NEW FUNCTIONALITIES

With the recent integration of LED technology, lighting has evolved from a basic, functional feature to a distinctive feature with high-value potential in automotive. Indeed, LED technology has given manufacturers the opportunity for strong differentiation via lighting design and additional functionalities. This is particularly true for exterior lighting, but it is also spreading to interior lighting. These changes are heavily impacting the supply chain, with new suppliers and a new value chain emerging.

In 2015, the automotive lighting market totaled nearly $22.4B, up 5.4% from 2014. This growth was driven by increased lighting system content per vehicle and a more favorable product mix driven by strong adoption of LED-based front lighting systems. Indeed, headlamp and Day Running Light (DRL) systems represented 43% and 28% of total 2015 revenue, respectively. Other lighting systems (i.e. Rear Combination Light/Center High-Mounted Signal Light, interior light, and side turn-signal light) comprised the remaining 29% of 2015 revenue. The automotive lighting market will continue growing, reaching a market size of almost $27.7B by 2021 - +23.7% compared to 2015, and driven by different growth areas:

  • Short-term: increased LED technology penetration rate into different automotive lighting applications/systems, and increased lighting content per vehicle.
  • Middle/long-term: potential integration of new lighting technologies like OLED and laser, development of Advanced Front Lighting Systems (AFLS) and other security functions, and incredible developments employing lighting as a new design feature.

This report presents all automotive lighting applications and the associated market revenue for the period 2013 - 2021, with details concerning drivers and challenges, integration status of different lighting technologies and systems, recent trends, and market size per application.

Automotive lighting market size 2015 2021 Yole report 

FRONT LIGHTING SYSTEMS ARE UNDER DEEP MUTATION, IN TERMS OF BOTH TECHNOLOGY AND SUPPLY CHAIN

The integration of new lighting technologies is transforming automotive front lighting systems and their applications, offering more design flexibility, increased efficacy, and new functionalities.

LEDs are rapidly gaining popularity as their cost decreases and performance increases (i.e. efficiency, luminance, package size). For example, full LED headlamps that first saw commercialization in 2008 on luxury cars like the V10 Audi R8 have since penetrated the C-segment vehicle market in 2012, and are now being commercialized in emerging markets. Nowadays, nearly all Tier-1s have developed full LED-based headlamp systems.

LED sources offer very high efficiency and high luminance in a small package, allowing new design possibilities and increased light beam control.

Laser and OLED sources are still emerging technologies…

  • The first commercial car (BMW i8) with laser-based headlamps was unveiled in fall 2014.
  • The first commercial car (BMW M4 GTS) with OLED-based Rear Combination Light (RCL) was unveiled in fall 2015.

…and they could offer enhanced functionalities.

  • Laser-based headlamps could enable long-distance night vision (up to 600m).
  • Adoption of OLED in RCL will match with a design shift from 2D to 3D light source, made possible by the nature of the OLED device itself: thin, bendable, and a large emitting surface source.

However, both technologies have price and technological issues that must be solved in order to match with automotive OEM requirements like reliability and lifetime.

Integration of these new semiconductor/electronic-based components is also enabling the realization of full electronic systems (i.e. Solid State Light + sensor + software), and by extension the development of advanced lighting functionalities. The main objective of these functionalities is to offer beam patterns that automatically adjust to the driving environment. More recently, the use of matrix LED systems combined with camera and image processing functions has allowed for creation of new lighting functions like adaptive front lighting and glare-free lighting. However, these combinations make the development of such systems more difficult, and require the development of new know-how. Indeed, reliable and dynamic systems induce strong expertise in domains like lighting, thermal management, sensor, and data processing.

This report presents a complete overview of automotive lighting technologies and systems, providing details regarding benefits and drawbacks, integration status per application, and recent trends. The report also offers an analysis of Advanced Front Lighting Systems (AFLS).

Progression of automotive lighting technologies Headlamps Focus on LED laser and OLED Yole report 

AN INDUSTRY CONTROLLED BY FIVE MAIN PLAYERS - BUT FOR HOW LONG?

In 2015, the top five industry players (i.e. Tier-1s) held ~80% of total automotive lighting revenue: Koito (JP), Magneti Marelli (IT), Valeo (FR), Hella (DE), and Stanley (JP). The remaining revenue was distributed across a very fragmented industry counting 20+ players.

But this situation could change in the future due to the automotive lighting market landscape’s (and associated requirements) rapid evolution:

  • Integration of new lighting technologies like laser and OLED.
  • Development of new lighting systems, i.e. Advanced Front Lighting System (AFLS).
  • Integration of new components, including cameras and sensors (for AFLS).
  • Development of new knowledge/competencies such as image processing (for AFLS).

Some emerging players - Xingyu (CN), Olsa (IT), Ta Yih (CN), and Grupo Antolin (ES) - have already exhibited a very high growth rate (more than +10% from 2014 - 2015, compared to the total market’s average +5.4% growth). To effectively differentiate from market leaders and gain additional market share, these players mainly focus on innovative systems and/or lower-cost solutions and/or emerging markets like China.

Also, it is important to understand that the introduction of new technologies/functionalities will push OEMs to be closer to device/component developers (i.e. Tier-2s and Tier-3s) and new suppliers – the consequence being that they will probably bypass more and more Tier-1s for development and production, thus creating a new supply/value chain. OEMs can work directly with Tier-2s or Tier-3s for laser lighting applications and optical engineering. This allows an OEM complete control of developments, and mastery of associated technologies.

This report presents an analysis of the automotive lighting industry (i.e. Tier-1s), with details on the top 15 suppliers’ revenue and market share (total and per region), emerging players, strategies developed, and more. The report also includes company profiles for 10 key players and an analysis of the Chinese industrial and market landscape.

2015 automotive lighting market shares from Yole report 

Objectives of the Report

This report’s objectives are to:

  • Analyze the automotive lighting market/applications’ current status and future trends
  • Review the automotive lighting industry’s structure and future trends
  • Discuss the main technologies used for automotive lighting, and associated roadmaps
  • Examine the main lighting systems used for automotive applications, and associated roadmaps
  • Provide market insights (2013-2021) for automotive lighting applications

 

Table of contents

Executive summary 10


Automotive market macrotrends 27


> Status and trends
Automotive and GDP
2005-2015 vehicle sales
2015 vs. 2014 geographical trends at a glance
2015 vehicles sales - Geographical breakdown
2015 vehicles sales - Vehicle type breakdown
2015 vehicles production - Geographical breakdown
Top 10 automotive manufacturers and associated brands
Growth drivers
Automotive industry and supply undergoing transformation
Major trends transforming the automotive industry
Automotive industry and supply undergoing transformation

>Electric vehicles
Main drivers for the electrified vehicle market
Different types of electric vehicles
Electrification trends depend on geographical area
Different level of electrification and their associated CO2 reductions
Electrified cars market trends
Drivers and stoppers for electrification
What has contributed to market grow in the last years?

> ADAS
The need for improved road safety
Advanced Driver Assistance System (ADAS)
List of major ADAS systems
From ADAS to automated driving: automation levels
Drivers and stoppers for automated driving
Regulations
Automated driving status
Roadmap and technology
Autonomous and self driving cars: winners and losers

 

Light sources and associated functions / applications 67


> History of light sources
>  Overview of light sources
Halogen
Xenon / HID
LED
Laser
OLED
Light source vs. lighting functions / applications

 

LED for automotive lighting 78


> Introduction
> History
> Drivers
> Challenge
> LED classification and associated applications
> Leading players
> Cost structure for LED automotive lighting
> Trends

 

OLED for automotive lighting 87


> Drivers & potential applications
> Challenges for OLED integration
Technology aspects

> Challenges for OLED integration
Market / Industry aspects

> Recent development
OLED rear lamp prototypes from HELLA
OLED rear lamp prototypes from Osram
OLED rear lamp prototypes from Stanley Electric
BMW - From prototype to production (M4 GTS)

> Future trends - From 2D OLED to 3D OLED
Breakthrough design possibilities
Focus on R2D2 project

> Conclusion

 

Laser for automotive lighting 101


> Introduction & history
> Technology aspects
> The BMW i8 laser headlamp
> The Audi R8 laser headlamp
> Luminance aspects
> Laser vs. LED

 

Interior / Ambient lighting - 109


> Benefits of LED
> Key milestones
> Functions / Uses
Introduction
Enhanced communication
Safety

> Physical & electrical system integration
Different ways to highlight the interior
LEDs
Light guides
OLEDs & luminous textiles
Integration model
Partnership required for success

> Mood lighting - Impact of colored light
> Trends

 


 

Exterior lighting 124


> Introduction
> Small lamps
Milestones
Products overview
Turn indicator in side view mirror
Front combination lamps
CHMSL
License plate lamps

> Rear Combination Lamps (RCL)
Milestones
Technical accentuation
Latest development (excluding OLED)

> Front lighting
Bi-functional headlamp systems
Headlamp systems typologies
Analysis of automotive lighting functions
Impact on safety
Impact on energy consumption
History of LED DRL and headlamps adoption
Full LED headlamps: Timeline per manufacturer
Progression of LED, OLED and laser technologies
LED headlamp: From luxury to economy cars

 

Advanced front lighting systems 151


> Overview
Introduction
History
Headlamp leveling
Static bend lighting
Dynamic bend lighting
Non camera-based adaptive front lighting
Camera-based adaptive front lighting
  •  Automatic high beam
  •  Adaptive cut-off line
  •  Vertical cut-off line
Glare-free lighting

> Emerging technologies
Matrix LED
  •  Systems from Hella & others
  •  New functionalities
Fully adaptive headlamp system
  •  System architecture
  •  Overview of sensor technologies
  •  Focus on CMOS Image Sensors
  •  Matching with current automotive technology trends
High resolution headlamps - Spatial Light Modulators (SLM) and Digital Micro Devices (DMD)
Next generation of headlamp
  •  Combine matrix-beam headlamps with laser lights
  •  Applications of matrix Laser Headlight
  •  Focus on micro mirror technology
What’s next?
  •  Targeted illumination
  •  Eye tracking adaptive lighting

 

Automotive lighting market 188


> 2015 automotive lighting market status
2014 vs. 2015 - Trends
Revenue breakdown by region of sale and headquarter location
Revenue breakdown by application

> 2015 - 2021 automotive lighting market forecast
2015 vs. 2021 - Global trends
Market revenue forecast - Total & breakdown by application

> In-depth analysis of headlamp market
Introduction
  •  Low level functions vs high level functions
  •  Segmentation of front lighting systems
Key milestones
Penetration rate by technology
Focus on LED headlamp - Penetration rate by type of system
  •  Full vs. hybrid
  •  Basic vs. matrix
Total market revenue trends - Split by technology
LED market revenue trends - Split by type of system
Insight on penetration rate of Advanced Front Lighting System


Automotive lighting industry 211


> Analysis of Tier-1 competitive landscape
Market shares - 2014 vs. 2015
Supplier ranking per region (Asia, Europe, North America)
Analysis of revenue trends at top 15 suppliers
Emerging players

> Company profiles
Koito (JP)
Magneti Marelli (IT)
Valeo (FR)
Hella (DE)
Stanley (JP)
ZKW (AT)
SL Corporation (KR)
Varroc Lighting Systems (IN)
Depo Auto Parts Ind. (TW)
Ichikoh (JP)
TYC Brother Ind. (TW)
Grupo antolin (SP)
Olsa SpA (IT)

> Insights on Chinese automotive lighting industry
Overview of Chinese automotive industry
  •  Key companies
  •  Key groups. JVs & sub-brands
Chinese automotive lighting industry
  •  Different business models for local supply chain
  •  Existing supply chain
  •  Market shares of local players
  •  New entrants

 

Conclusion 260


 

 

 

Companies cited

3M
Abarth
Acura
Albis
Alfa Romeo
Amazon
Apple
Audi
Autoliv
Automotive Lighting
BAIC
Beiqi Foton Motor
Bentley
BMW
Bosch
Brillance
Bugatti
Buick
BYD
Cadillac
Changan
Changan Automobile
Chery Automobile
Chevrolet
Chrysler
Citroen
CnLight
Continental
Corning
Daihatsu
Daimler AG
Datsun
Depo Auto Parts Industrial Co.
Dodge
Dongfeng Motor
Eagle Eyes
Epistar
Everus
FAW
Feilo Acoustics
Ferrari
Fiat
Flex-N-Gate
Ford
Forda LED
Fraunhofer FEP
Gaggione
Geely International
General Motors
Gentex  Corporation
GMC
Google
Great Wall Motors
Grupo Antolin
Hella
Hiltronic
Hino
Hitaltech
Holden
Honda
Huanghai Automotive
Huatai Motor
Hyundai
Ichikoh
Infiniti
J.W.Speaker
JAC Motors
Jeep
JieFang
Kandi
Kia

Koito
Lamborghini
Lancia
Land Rover
Laster Tech
Lexus
LG Display
Lighting Consultants
Lincoln
Lumileds
Magneti Marelli
Man
Maradin
Maserati
Mazda
Mercedes
Microvision
Mitsubishi
Netflix
Niken
Nissan
Northen Automotive Systems
Nvidia
Olsa Spa
Opel
Optis
Osram
Peugeot
Philips
Porsche
PSA
Ram
Ranz
Reliable Auto Parts
Renault
Rinspeed
SAIC
Sammoon
San'an Opto
Scania
Schott
Seat
Sirius Light Technology
Skoda
SL Corporation
Spotify
Stanley Electric
Subaru
Sunlight
Suzuki
Takata
Tata
Technical University of Darmstadt
Tesla
Texas Instrument
Toyota
Troller
TYC Brother Industrial Co.
Uz-Daewoo
Valeo
Varroc
Vauxhall
Venucia
Volkswagen
Volvo
Wuhu Anrui Opto
Wulling
Xingyu
YikeLight
ZKW
Zotye Automobile and more.

 

KEY FEATURES OF THE REPORT

  • Automotive lighting market analysis
  • Automotive lighting industry analysis (i.e. Tier-1 industry)
  • Automotive lighting technologies analysis (LED, OLED, laser, etc.)
  • Automotive lighting roadmap analysis (AFLS)