Car LED bullish Taiwan factory cut into the mainland auto companies

LED vehicle market in the past has always been considered the most difficult to break through the application, because the product certification period, LED automotive products the highest gross margin, but also the longest, but 2008 Taiwan factory LED LED in the car on the application of gains, billion light will be the fastest in the third quarter of 2008 to complete the LED certification of headlights and actually entered the production stage, priority will be cut in Dongfeng Motor, there are 5 cars with Baihong module certification approved, stable shipment to Chery cars.

Due to the regional automotive applications to Europe and the United States as leading the development of the industry, in recent years, the global car production LED difficult to have explosive growth momentum, it is pointed out that in the upcoming 2008 Audi R8 and Cadillac Escalade models, which is expected to be equipped with LED headlights, Audi LED headlights by OSRAM and PHILPS (OSRAM) (Philips Lumileds), the industry estimates, 2007~2011 global automotive LED source market scale compound annual growth rate of about 13%, compared to $670 million in 2007, 2011 car with LED light source global output will see $1 billion 200 million, penetration rate is expected to rise to 8~9%.

By LED headlamp luminous efficacy cost and not comparable with the current HID headlights, enhance the permeability of the most difficult, at present Lexus LS 600H import LED headlights, but it is pointed out that the product price more than NT $200 thousand, it can lock the high order car, it is pointed out that there are some car factory to import AFS (adjustable steering the headlights, if combined with LED light source) developed a differentiated product, is expected to develop niche ahead of the open LED headlights.

At present in the car topical application of LED light source project, the brake lights are the main application products, mainly with the traffic safety considerations are closely related, according to the IEK survey, 2007 market penetration has reached 43%, estimated that by 2011, LED will continue to increase to 55% penetration. As for the LED taillights in 2007 permeability close to 15%, is expected in 2011 will reach 28%; the industry pointed out that in addition to the high cost of LED lights, electronic, optical and thermal LED technology as well as to improve the spatial collocation, but also must be with the application of regulations. At present, billion light the fastest progress, in addition to other car headlights, such as the direction of lights, brake lights and other automotive applications were successfully enter the market, because billion light and Yulon group cooperation, Taiwan's first R & D headlights is expected to enter the commercialization in the third quarter.

In addition, Baihong said that in 2008 there will be 8 cars using LED products, is expected in the second quarter will gradually grow, estimated monthly revenue of 1 million. The day before Fuhua electronic announced investment Li Qing company, is also the value foundation of the company in the long-term LED vehicle product certification, is expected to actively layout in 2008.

Source: Digitimes