Understand the current situation and trend of China automotive lighting supply chain

As a huge automobile consumer market, by the end of 2015, China's car ownership has reached 172 million, and continue to show 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, at present, in China's automotive lighting supply chain, from the device, to the module, and then to the lights, joint ventures and foreign manufacturers have occupied most of the market share, China's domestic manufacturers can not compete with it.

Local packaging companies involved in car LED market, is still installed after the main

In the end of the device, the device supplier to OSRAM, Nichia, 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.

And because the car factory usually for lamp supplier 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.. In 2014, the company's revenue was 80 million yuan.

Honglitronic 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.

In addition, other device manufacturers such as China Ruifeng is also developing, car LED product line, but after the dress, and a small market share in the top market will take time.

Mainland China and Taiwan car light module Market

At the end of the module, the larger local manufacturers in the Chinese market is one of the few. BYD has its own complete industrial chain, so its brand models in the automotive lighting module for independent production. In addition, Feile audio holds more than 90% stake in Shanghai St. Lanna industrial wholly owned subsidiary of Shanghai sunlight photoelectric module manufacturers but also for local scale. 2015 auto lighting business revenue of more than 600 million yuan.

St. Lanna's sunlight photoelectric industry was established 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, Donnelly, Mao Shanghai's Tianjin Stanley, Wuhu AL, Changzhou Xing Yu, Changchun Hella, Zhejiang days Chong, Fuzhou Koito Dayi etc. and the products used in FAW Volkswagen, Shanghai Volkswagen, FAW Audi, Shanghai GM, Guangzhou Honda, FAW TOYOTA, Changan Ford, Chery, FAW, JAC, the Great Wall, Chinese brand car etc.. The main products include taillights, brake lights, fog lights, turn lights and interior lighting module, etc.. In addition, the company also has a proxy for OSRAM's automotive bulbs. In 2014 the company produced and sold more than 80 million sets of lights.

Sunlight photoelectric light factory main customers

In addition, China's headlight module market is basically occupied by Taiwan manufacturers. 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%.

Li Qing was founded in 1999, in 2005 began to develop LED car business, set up in Taiwan and factory car assembly line, in 2008 and set up factories in Shanghai, the production of vehicle LED module, and cut into China's pre installed market.

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.

Shanghai Koito 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 market China car car.

In addition to Li Qing, other Taiwan firms such as Opt, Yang Dun also valued Chinese market, actively expand production capacity, and China local car factory lights factory, or foreign large light factory cooperation, into the supply chain China lights.

To break the existing situation, China's auto factory trying to cut into the supply chain

In the light part, accounted for the largest share for foreign or joint venture vendors such as Xiaomi, Hella, Valeo, Stanley etc.. Most of these manufacturers and SAIC, BAIC and other car factory has a joint venture, the supply relationship is relatively fixed, so the local car factory is difficult to cut. all