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Automotive Lighting: Technology, Industry, and Market Trends

Publié
25/05/2016
Code produit
by Yole Développement
Prix
6 490 EUR
Applications
Automobile
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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

 

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Automotive market macrotrends 

  • 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 

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

 

LED for automotive lighting 

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

 

OLED for automotive lighting

  • 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

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

 

Interior / Ambient lighting 

  • 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

  • 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

  • Overview
    • Introduction
    • History
    • Headlamp leveling
    • Static bend lighting
    • Dynamic bend lighting
    • Non camera-based adaptive front lighting
    • Camera-based adaptive front lighting
    • Glare-free lighting
  • Emerging technologies
    • Matrix LED
    • Fully adaptive headlamp system
    • High resolution headlamps – Spatial Light Modulators (SLM) and Digital Micro Devices (DMD)
    • Next generation of headlamp
    • What’s next?

Automotive lighting market

  • 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
    • Key milestones
    • Penetration rate by technology
    • Focus on LED headlamp – Penetration rate by type of system
    • 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

  • 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
    • Chinese automotive lighting industry

Conclusion 

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