Decryption: development status and future trend of China automotive lighting supply chain

China, as a large car market by the end of 2015, the amount of car ownership has reached 172 million, and showed rapid growth trend. It can be predicted that in the next few years, China's auto parts and after-sales service market demand will increase significantly, while the automotive lighting market also has great potential for development. However, in the automotive supply chain, China lighting, from the device, to the module, then to lights, joint ventures and foreign manufacturers occupy most of the market share, Chinese mainland firms are still unable to contend with. However, mainland Chinese companies are also in a variety of ways to force the automotive lighting market. Device: the local packaging enterprises involved in car LED, still installed after mainly in the device side, the current device supplier to OSRAM, Lumileds and other international manufacturers as the leading, most of the vehicle headlights are using their devices. In addition, billion light, bright and other systems are also actively expanding the market, mainly in the field of taillights and other share. The device mainly due to supplier OEM suppliers usually for lamp product quality and technical certification and have higher requirements, automotive lighting core technology is relatively closed, so the local device manufacturers into the vehicle supply chain China, rarely, and international companies can not be mentioned in the same breath. But China's major packaging companies are also in a variety of ways to force the automotive lighting market, trying to gradually break the monopoly situation. Rui photoelectric is a joint venture with Chery automobile optoelectronics company was founded in 2010. July 2015, a subsidiary of the company with Beiqi Beiqi Beiqi silver Xiang signed a cooperation agreement for the production of automotive products, as well as Beiqi Xiang Xiang LED products, including taillights, lights, interior lights, etc.. And the proportion of the proportion of the project in the project in the 70%. In addition, Rui Rui's customers include Chery, Foton, Thailand, etc.. Rui Rui 2015 main business revenue 256 million yuan, the first half of 2016, the main business revenue of $216 million. Hongli Newell controlled subsidiary Forda signal in 2013 100%, vehicle to enter the LED market. The main products include car Forda signal lights and headlamps, the Hongli LED device, the main customers are still abroad after market, has not yet been cut in the supply chain. Forda signal 2015 revenue of 118 million yuan. Besides, other device manufacturers such as Chinese Ruifeng is also developing, car LED product line, but after the dress, and a small market share in the top market will take time. Module: end manufacturers in mainland and Taiwan manufacturers of food in the mainland market China end module, the larger local firms is one of the few. BYD has a complete industrial chain, so the headlamp module brand models for independent production. In addition, audio wholly owned subsidiary of Shanghai St. Lanna industrial wholly owned subsidiary of Shanghai sunlight photoelectric module manufacturers but also for local scale. St. Lanna industry in 2015 revenue of about 602 million yuan, the first half of 2016 revenue of nearly 375 million yuan. But need to mention that the audio in September this year announced that the company intends to transfer to St. Lanna industrial 100% stake in the controlling shareholder of Shanghai instrument electronics to the price of 705 million yuan (Group) Co., ltd.. The main supplier of end module sunlight opto was founded in 2004, at present, all products are to the automotive original equipment, working closely with large light factory such as Guangzhou Stanley, Changzhou Wei Ruike, Shanghai Donnelly, Mao magna, products used in FAW Volkswagen, Shanghai Volkswagen, FAW Audi, Shanghai GM, Guangzhou Honda brand car. The main products include taillights, brake lights, fog lights, turn lights and interior lighting module, etc.. In addition, the company also Deputy OSRAM's car bulbs. The sunlight photoelectric main headlight factory customer in addition, China, front mounted headlamp module manufacturers in Taiwan market was basically occupied. One of the largest share, the layout of the most positive vendors for Li Qing, 2015 LED lamp module revenues of about 510 million yuan, of which the mainland market from 90%. Liqing was founded in 1999, 2005 began to develop LED business and set up lights, lamp factory assembly line in Taiwan, in 2008 to set up factories in Shanghai, with LED production car, and starting Chinese, before market. September 2016 by the Taiwan stock exchange. Li Qing is currently the main customer for China local car factory and joint ventures and foreign auto lamps factory, including Shanghai Koito, Guangzhou Koito, the Great Wall car, BYD etc.. The the Great Wall car nearly two years since SUV car sales increased rapidly, and the new model fully equipped with the LED lamp, therefore has become the main source of revenue for Li Qing, currently occupy 40% of its revenue share, the full range of vehicle headlamp module the Great Wall hover are Li Qing supply. Long Qing Li car customers accounted for LED module structure diagram Shanghai Koito 40~50% module for Li Qing supply. The beginning of 2016, Li Qing LED headlight module began shipping, and through the Shanghai Koito and Mao Wei Ruike lamp factory supply to Changan automobile and Chery Jaguar and other vehicle manufacturers, for sale in the mainland market China car models. In addition to Liqing, other Taiwan firms such as Opt, Yang Dun also valued Chinese mainland market, actively expand production capacity, and Chinese local car factory lights factory, or foreign large light factory cooperation, into the supply chain China lights. Car end: Continental