Follow us :

fren

TECHNOLOGY & MARKET Market report

Automotive Lighting: Technology, Industry and Market Trends 2017

Published
17/10/2017
Product code
YDLS17039 by Yole Développement
Price
EUR 6 490
Applications
Automotive
Available sample Available flyer Ask for info

Unexpectedly fast growth combined with technology evolution could reshape the industry.

FASTER THAN ANTICIPATED GROWTH WILL SEE THE MARKET REACH $35.9B IN 2022 THANKS TO WIDE LED ADOPTION

Since the first full light-emitting diode (LED) headlamp was introduced in 2007, LED technologyhas gradually penetrated headlamp design. LED technology has allowed lighting to become a distinctive feature and enabled innovative functions like the glare free adaptive high beam introduced in 2013.

LED technology use had been limited to highend vehicles and has had to compete with traditional light sources, namely halogen and high-intensity discharge (HID/Xenon). Improved LED performance, lower power consumption and flexible design were the first enablers. Then, cost reductions helped LED technology spread to all vehicle categories.

In this context, the automotive lighting market totaled $25.7B in 2016 and is expected to reach $35.9B in 2022 at a 5.7% compound annual growth rate (CAGR2016-2022). In 2017, Yole Développement estimates that the market should be close to $27.7B. This growth is driven by natural LED cost erosion, increasing the LED penetration rate. Standardization of LED modules and their optimization are key factors behind decreasing costs. This has resulted in more vehicles equipped with LED technology.

Automotive lighting is driven by exterior lighting and especially headlamps, generating more than two-thirds of the total market revenue. Rear lighting is the second largest area, representing 17% of total market revenue. Interior lighting represents almost 10% of revenue but growth is expected to be linked to the development of autonomous vehicles and the creation of vehicles as «living homes». Other types of lighting, such as fog lamps, Center High Mounted Signal Light (CHMSL) or small lamps, comprised the remaining 7% of revenue in 2016.

This report presents all automotive lighting applicationsand the associated market revenue for the period 2013-2022, with details concerning integration status of different lighting technologies and systems, recent trends and market size by application.

Automotive lighting market size 2016-2022

FRONT LIGHTING SYSTEMS: THE PIXEL ERA HAS JUST BEGUN

Glare-free adaptive headlamps were made possibleby the de velopment of LED matrix systems splitting the front beam into up to 25 vertical segments. Such systems add value by keeping the high beam enabled even when there is oncoming traffic and therefore increasing the driver’s night visibility.

Today, the highest matrix resolution commercially available has 84 pixels per headlamp, making it possible for the system to create sharp masking zones. But the increase in headlamp resolution has just started, as car manufacturers and Tier-1 manufacturers are developing new technologies to increase it. They’reworking on very small/micro LEDs, laser or Liquid Crystal Display (LCD) light sources with resolutions ranging from 2,000 pixels to more than 500,000 pixels per headlamp. All these technologies are different but they have the same objective: create new light functions such as roadway marking, driver support or pedestrian interaction.

The main purpose of lighting will no longer be the best visibility for the driver. The focus will become communication with the environment of the car. Many concepts and proposals have been made for autonomous vehicles and concerns include safety and acceptance by pedestrians. New lighting technologies can enable this interaction but standards and regulations have to be defined.

The report presents a complete overview of new lighting technologies and advanced front lighting systems (AFLS), providing details regarding benefits and drawbacks, integration status, and development roadmap. The report gives insights into the future of automotive lighting with concepts developed by several players.

Synergies between ADAS and lighting technologies since the 90s

THE BIG FIVE CONTROL THE AUTOMOTIVE LIGHTING INDUSTRY – BUT WILL IT LAST?

The automotive lighting industry is in the hands of five players: Japan’s Koito and Stanley, Italy’s Magneti Marelli, France’s Valeo, and Germany’s Hella. Among 20 competing companies, the big five received 80% of the total automotive lighting revenue in 2016.

To keep ahead, the leading players are innovating and developing new technologies, including integrating organic LEDs (OLEDs) and new LED, LCD or laser light sources. But these companies are being challenged by smaller ones like India’s Varroc Lighting Systems and Austria’s ZKW, who are focused on integrating new components and technologies using laser or OLED light sources and developing new lighting systems, electronics and/or software.

Some players are growing faster than the market. Japan’s Ichikoh is taking advantage of its takeover by Valeo. China’s Xingyu benefits from the fast growth of the Chinese automotive market, which will boom in the next five years. Asia, and mostly China, represents the next main opportunity in the automotive market, with nearly 65% of vehicles to be sold in the region between 2017 and 2022.

This report presents an analysis of the automotive lighting industry with details about the top 15 suppliers’ revenue and market share in total and by region. The report also includes a focus on the Chinese automotive lighting market and industry.

2016 automotive lighting market shares

OBJECTIVES OF THE REPORT

  • Analyze the automotive lighting market and 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 for 2013-2022 for automotive lighting applications

WHAT’S NEW

  • Emerging lighting technologies including those based on microLEDs, LCDs and lasers
  • Advanced front lighting system (AFLS) architecture, and interaction with sensors
  • Chinese automotive lighting industry
  • Non-visible lighting systems such as infrared and ultraviolet emitters used for automotive applications
  • Future trends in automotive lighting
Back to top

Automotive market trends 13 

> Status of the market
– 2005 – 2016 vehicle sales
– Automotive manufacturers and associated brands
– Growth drivers
> Macrotrends
– 2017 automotive landscape – Major players’ revenue
– How significant is the automotive industry?
– Change in the industry landscape
– Automotive industry under transformation
– How styling of automotive is impacting front lighting?

Light sources and associated functions/applications 33  

> Halogen
> Xenon/HID
> LED
> Laser
> OLED
> Light source vs. lighting functions/applications

Analysis of 2016 automotive lighting market 44

> 2016 Revenue – breakdown by supplier, by region of sale
and headquarter location
> 2013 – 2016 revenue growth
> Drivers – growth of automotive market volume
> Drivers – development of advanced front lighting
technologies / system
> Drivers – development of new light source technologies

Analysis of 2016 – 2022 automotive lighting market trends 54 

> Market revenue forecast
– 2016-2022 market revenue forecast
– 2016 vs. 2022 comparison – breakdown by application
> In-depth analysis of the front lighting market
– Headlamp system – segmentation and penetration
rate by technology
– LED headlamp system – penetration rate by system type
– Technology trends / penetration rates
– Market size – headlamp – ASP and LED headlamp

Automotive lighting industry 74 

> Analysis of tier-1 competitive landscape
– Market share – 2015 vs. 2016
– Automotive lighting market
– Supplier ranking per region
– 2013-2016 revenue trends for top 15 suppliers
– 2016 market share vs. 2015-2016 revenue growth analysis
> Company profile
> Analysis of chinese automotive lighting market and industry trends
– Chinese automotive lighting market – LED penetration rate , trends, market shares, relation between OEMs and Top-5 Tier-1s

Packaged LED for automotive lighting 126 

> Drivers for LED integration
> Challenges for LED integration
> LED device suppliers
> LED device suppliers – leaders, followers and emerging players
> Cost aspects
> Trends

OLED panel for automotive lighting 140

>Drivers and potential applications
> Automotive application roadmap
> Challenges for OLED integration – technology, market and industry aspects
> Recent trends – BMW – from prototype to production
> Future trends – from 2D OLED to 3D OLED

Laser diode for automotive lighting 152 

> Basic full LED headlamp vs LED headlamp with laser booster
> Technical aspects – comparison with LEDs
> Laser vs. LED
> Laser safety


Analysis of advanced front lighting systems (AFLS) 162 

> Applications
– Static bend lighting
– Non camera-based adaptive front lighting
– Camera-based adaptive front lighting
– Glare-free lighting
> Development trends
– New opportunities with cameras
– ECU
– Global trends
– Importance of software
> Future trends / opportunities
– Pixel lighting
– μAFS headlamp
– LCD headlamp
– Matrix laser headlamp
> Technology roadmap and benchmark
> ADAS and lighting technologies

Interior lighting 216 

> Key milestones
> Functions/uses – introduction
> Architecture evolution
> Audi’s vision
> LG’s vision
> Toyota’s vision

Rear combination lamp 224 

> Milestones
> Product evolution
> Technical evolution
> Technologies behind styling
> OLED RCL
> Future trends – holography
> Lighting signature

Non visible lighting for automotive applications 239 

> Classification IR LED and laser applications
> Classification by function
– Night Vision systems
– LIDAR
– Rain Sensors
– Gesture recognition systems
– Occupancy sensors
– Driver monitoring systems
– Photo interrupters
> Integration of IR sources and roadmap
– Increasing functionality in automotive applications
– The future of automotive applications – 3D cameras
and iris and gesture recognition
– Focus on automotive markets – sensor fusion

Analysis of “the future of automotive lighting” 262 

> New functionalities for HD lighting systems
> Light for automated driving
> Interior lighting: automotive or lounge?
> Integration of LIDAR into headlamps
> BMW’s vision
> Mercedes’ vision
> VW’s vision
> Mitsubishi’s vision
> Stanley’s vision

Conclusion 274 

Presentation of Yole Développement 277 

Back to top
© Copyright 2018 SYSTEM PLUS CONSULTING SARL l Tous droits réservés l Legacy Mentions