How to overcome bottleneck restrictions in the development of domestic automotive LED lighting?

In recent years, LED lighting has become more and more popular among automotive manufacturers due to its advantages of energy saving, environmental protection, longevity, low heat, shock resistance, good color rendering, and quick response. Many high-end models have adopted LED. For example, the W12 version of the Audi A8L uses full LED lights. The single-side headlamp internal light set consists of 22 white LEDs and 22 yellow LEDs, covering almost 60% of the area. The new Mercedes-Benz C-Class sedans also introduced LED daytime driving lights, giving a new look. The taillights also use LED light sources, which increase the brightness, response speed, and extend the service life... With the improvement of LED technology and cost With the decline, LED has not only been used in high-end models, but also has been used in large areas such as Tianjin FAW Xiali, Chongqing Changan, BYD, and other low-end sedan signals.

The application of LED lights can not be underestimated. At present, the global automotive traditional light source lighting accounts for about 10% of the total output of the entire lighting source. The automotive market is the most favored LED lighting segment. According to industry experts, by 2013, about 95% of the world's new cars will use LEDs in taillights. The market size of LED auto lamps will generate an annual output value of 3 billion yuan. So at this stage, what is the application of global LED lights? What are the characteristics of the automotive lighting market in the future? What are the bottlenecks in the development of domestic automotive LED lighting? What risks do lighting companies have to enter the LED automotive lighting industry? How should automotive lighting companies avoid risks and seek better development...

In 2011, the global market size of LED lights will reach US$1.2 billion. The development of automotive lighting mainly depends on the development of automotive lighting sources. As the fourth-generation automotive light source, LEDs have been widely applied to the interior and exterior of automobiles. The application of LEDs in automotive interiors such as dashboards, backlighting switches, automotive reading lights or head-up display systems is very mature. Outside the car, for example, automotive brake lights, position lights, turn signals, reversing lights, high brake lights, etc. have also been used LED, brake light, position lights and high brake light applications a large proportion.

In the mid-to-high-end car models introduced by major automobile manufacturers in 2010, the application of red LEDs in high-end brake lamps and rear combination lamps (brake, position lamps) has exceeded 80%. White light and yellow light LED are more and more widely used in automotive signal lighting. The use of high-power white LEDs, especially on daytime running lights, has also increased. Headlamp applications using high-power white LEDs have just started on high-end vehicles. In the future, automotive LED lighting will be developed for high-power white light lamps and high-power white light signals, such as headlights, front fog lamps, and reversing lights.

Affected by the policies, green environmental protection and intelligence will become the future direction of automotive lamps. LED will meet these two development trends, and its advantages will be given greater play. The market penetration rate will also be gradually improved. It is estimated that in the next 5 to 10 years, LED lights will become the mainstream of automotive lamps.

According to estimates by the Taiwan Industrial Technology Research Institute, the global automotive lamp market in 2007 was US$13.2 billion, and the market size of LED lights was approximately US$690 million. By 2011, the global automotive lamp market is expected to grow to US$15 billion, and the market size of LED lights will grow to US$1.2 billion. The market penetration rate of LED lights is 8%, and the compound annual growth rate is 13%. Among them, LED high brake light has the highest global penetration rate at present, and it is expected that the subsequent growth trend will be relatively slow. The LED position lamp will be the fastest growing automotive lamp in the next few years, and its market penetration rate will increase to 28% in 2011. LED headlights are still difficult to compete with HID gas discharge lamps, and the penetration rate is expected to be only about 3% by 2011.

Supporting LED lighting companies in the system difficult to enter in April 2010, the domestic LED chip maker - Xiamen Sanan Optoelectronics and automotive manufacturers - Chery joint venture to establish Wuhu Anrui Optoelectronics Co., Ltd., the main business is located in automotive lighting . Sanan Optoelectronics has adopted the strategy of vertically integrating the industrial chain and “borrowing into the sea” to quickly enter the LED lamp market. In fact, it is not easy for LED lighting companies to get a share of the automotive market.

In the current LED lamp market, automotive LED components are basically monopolized by internationally renowned suppliers of light sources such as Lumileds, Osram, and Philips. In addition, the domestic matching market for car lights is an imperfectly competitive market, and the matching of car lamp products is mainly supported by systems that have a benefit-sharing relationship.

For example, the headlights of Guangzhou Honda Automobile are produced by Guangzhou Stanley Electric Co., Ltd.; the headlights of Beijing Hyundai Motor are produced by Beijing Hyundai Sanli Lamps Co., Ltd.; the headlights of Dongfeng Yueda KIA are made by Jiangsu Mobis Automobile Parts. Co., Ltd.'s car lamp factory supporting production; Shanghai Volkswagen, Shanghai GM is supported by the Shanghai Xiaolan Lights Co., Ltd. Domestic car lighting companies want to enter the supporting industrial chain of these joint ventures very difficult.

Although China's Chery, Geely, Beiqi Futian and many other traditional vehicle companies are purchasing models for a number of vehicle lighting companies, this provides a certain space for the survival and development of domestic vehicle lamp companies. However, LED lighting companies still face numerous obstacles in entering the automotive market.

First of all, LED lighting companies do not belong to specialized lighting companies. They do not understand the requirements of the international standard system. The company's development and production standards system is lacking. Second, LED lighting companies lack the demand for traction in the vehicle and have to develop their own functional prototypes. Again, due to the incomplete configuration of experimental equipment, LED lighting companies design products in the short time stability and safety are also difficult to meet the requirements of the depot standards, etc., restricting the entry of LED lighting companies.

The high cost of aftermarket opportunities Large automotive lamps and lanterns on the performance requirements of LED components are relatively high, such as must be efficient, high power, high reliability, while the stability of electrical and optical parameters and the requirements of consistency are also high, In addition, the light is still declining. It is difficult to meet the current domestic chip enterprise products.

The LED lamp components are basically purchased from the status quo of international manufacturers such as Osram and Philips, resulting in high LED costs, high lamp prices, and difficulty in accepting mid-range and low-end automobiles. The vast majority of auto makers of domestic brands are pursuing low cost, and the production models are basically foreign models that are relatively mature. It is difficult for manufacturers to directly change the design of car headlights, which restricts the demand for LED lights to some extent.

In the marketing model, the pre-installation market for electronic products will be equipped when the automobile factory leaves the factory, and the access threshold is relatively high. This is basically a support within the vehicle system. This market is difficult for domestic LED lamp companies. Cut in. Therefore, competition is mainly reflected in the aftermarket of sales channels such as 4S stores and auto parts and accessories in the pre-installed market. The aftermarket is a completely competitive market. Although there are more chances, there are also products with uneven quality and low selling prices.

In spite of this, some LED light source companies and LED lighting companies have also invested more energy in the aftermarket to change their living conditions. They have gradually built their own brands and marketing networks, and opened up channels for internal and external sales in order to achieve differentiation. LED lamp market share.

Supporting the Independent Brand's Joint Research on Production, Teaching and Research After the European Union and other countries announced the installation of new vehicles and the full ban on the use of incandescent lamps, the demand for LED lights and main lighting increased. At the same time, with the improvement of people’s living standards, people’s overall performance requirements for cars are increasing, and domestic brand cars will hardly achieve better results with low-cost and low-price competition. Domestic brand cars will also choose to increase their participation in competition, and the use of LED lights will increase rapidly.

In order to catch up with market opportunities, manufacturers of LED components, LED driver ICs and systems should also take active measures to share this huge business opportunity. However, whether LED lights can expand the market in the short term depends not only on car manufacturers and car light manufacturers. The most important thing is the progress of the entire LED technology itself. Only the LED itself has reached a certain level in technology. To produce a car light that is truly suitable for mass production, automobile manufacturers will use the light that meets the demand, and the LED light market can really start.

In order to promote the healthy development of the domestic LED lamp industry, some experts suggest that we should vigorously support the domestic independent brand lighting manufacturing enterprises, form a production, research, upstream and downstream product complex, carry out technical research, at the same time to carry out basic theory and method research; at the same time to support a Professional LED light source module research and development, production enterprises, improve domestic SME technology and production competitiveness, dependence on foreign products; while the state encourages the development of new energy vehicles, it is necessary to develop preferential policies to encourage the application of LED automotive lighting products; LED lighting manufacturers to give development funding, taxation, technical guidance and other policy support.