LED prospects for cars: a new blue ocean

2010, application of LED lamp has become a new selling point to car sales. From about 50 thousand to about 2000000 Chery Cowin 2, Audi R8 5.2 FSI Quattro, without emphasis on its cars have configured led lights. In addition, the major manufacturers have accelerated investment in automotive LED lighting. In April, [48.31 -2.25%] Sanan optoelectronics and Chery automobile joint venture, investment of 80 million yuan, the production of automobile LED and other LED applications.

With the influx of a large number of vendors to display backlight LED and public lighting LED market, disorderly competition may lead to overcapacity worrying. LED with the development of China's automobile industry will become a new blue ocean.

LED to enhance the value of the car

In addition to energy saving and environmental protection, the LED is more important to improve the use value of the car.

To improve the driving safety: take LED lamp as an example, the reaction time of LED lamp is much faster than that of the traditional lamp, which can get more reaction distance and more stable light.

Intelligence is more easy to realize LED electroluminescent properties of the discharge, and the traditional gas compared to incandescent lamps, easier to implement electronic control, such as the vehicle according to the different environment, automatically set the car inside and outside different lighting modes. LED can also be used for various types of vehicle sensors, such as reversing radar.

Highlight the car brand and user personality: LED color rich, small size, easy to design all kinds of shapes and colors, to convey the car and car owners personality. The use of LED lights to make the appearance of Audi's design from the lack of personality criticism, and now, the distinctive features of the LED lamp has become a new recognition of Audi.

Market poised

Currently in the country, LED applications in the car has just started, great potential. Various types of LED downstream applications industry, accounting for only 2% of the car, and from a global perspective, the proportion of LED in automotive applications has more than 10%. In 2009, China became the world's first automobile production and consumption country, the same period, the scale of China's automotive LED lighting market has more than 1 billion yuan. Automotive LED market potential self-evident.

The development of new energy vehicles will also drive the development of automotive LED lighting market. LED lighting in line with the concept of environmental protection, while the power saving performance of LED to reduce the burden of car charging. Nissan's pure electric vehicle LEAF on the use of LED headlights, power consumption is only 10% of the traditional lights. 2010 launch of Audi pure electric vehicle E-tron also uses a C font LED headlamps.

LED in the automotive interior lighting applications have been relatively mature, in the future, LED in the application of external lights is a new growth point. According to the China Automobile Industry Association statistics, in 2009 domestic car sales reached 15 billion yuan. At present, the ratio of LED lights is less than 5%, but the annual growth rate of about 10%.

Industrial chain dilemma

LED lamp industry chain is longer, from the LED chip design, production, to the car with LED light source, LED lamp product assembly, and then the car production. A large number of domestic enterprises in the upper limit by the chip manufacturers in the downstream by the manufacturer, car manufacturers procurement constraints.

At present, the domestic LED lamp suppliers less than a thousand, but almost all components manufacturers, products include LED light bulb, LED car decorative strips, the low-end products, it is difficult to meet the high requirements of automobile manufacturing. Jilin Dongguang Rainbow company and a lamp assembly enterprise, although has also launched LED lighting products, but the scale is relatively small. From the upstream, domestic car with LED chip production capacity needs to be improved. From the domestic LED industry, most manufacturers of packaging and application products, domestic chip rate is only about 50%; and the existing domestic chip manufacturers products for LED display backlighting and outdoor lighting, in view of the lack of vehicle products. While OSRAM, PHILPS Lumileds and other international manufacturers have a strong chip technology, but also more excellent product segmentation.

Look from the downstream, the domestic assembly car suppliers to joint ventures, they are more international brands of LED light source. Assembly car manufacturers and car manufacturers have a stable cooperative relationship. In addition, many of the lights using LED and the traditional way of the integration of car lights, so that the advantages of traditional car manufacturers still. And for a variety of reasons, such as patents, markets, these joint venture factory has fixed LED light source partners. In early 2007, the Japanese LED maker Nichia (Nichia) has announced a partnership with the Stanley electric vehicle lighting manufacturers, Nichia will provide white LED patent right, let Stanley be adopted in the production of electric ultra high brightness white LED lamp for vehicles.

Further down the road, the larger the amount of LED models are mainly high-end car brands, joint venture brands, they tend to use their own international partner products. Thus, the international manufacturers formed a closed industrial chain, it is difficult to enter the domestic manufacturers. For example, all LED headlights Audi R8 equipped with Automotive provided by Lighting, one of the LED provided by OSRAM and PHILPS Lumileds. Lack of downstream procurement, coupled with product quality is difficult to obtain certification, many domestic small LED car manufacturers can only sell products through the modified car market. Seize opportunity

In "11th Five-Year" period, China has been the focus of the deployment and development of LED automobile lamp. National 863 project "semiconductor lighting project" in the arrangement of the "LED light source system for vehicle development", "car headlamps integrated technology research" and "high power LED lamps