According to TrendForce’s analysis of car market demand in 2023, the global economy remains weak although inflation is slowing down in Europe and North America. Car manufacturers have been cutting vehicle prices to stimulate sales, but the act has caused fierce price competition. Due to fierce competition in the vehicle market, prices of automotive LEDs have dropped noticeably, consequently delaying several projects for LED product development. That being said, advanced technologies related to ADB headlights, Mini LED taillights, full-width taillights, logo lamps, and (intelligent) ambient lights will jointly push the automotive LED market value to USD 3.307 billion in 2023.

Automotive Lighting Will Concentrate on Personalization, Communication Display,
Driver Assistance, and Safety Upgrading in the Future

Automotive Lighting and Display Market Trend

1. Headlight
As TrendForce reported, the global penetration rate of LED headlights for passenger vehicles reached 70% in 2022, while that for electric vehicles even hit 92%; the two rates will likely grow to 77% and 94% in 2023, respectively.

Matrix LED is the mainstream design for ADB headlights. Through independent control of high-performance LEDs, the matrix layout helps expand drivers’ field of view at nighttime, reduce their reaction time when seeing an obstacle, and achieve better road lighting. Glare-free high beams help reduce discomfort for drivers of vehicles ahead, those of oncoming vehicles, and prevent pedestrians from being dazzled by headlights. With the use of Micro LED pixel array, the number of pixels available for accurate and independent digital control in an ADB headlight can be elevated to 10,000-100,000. The greater the pixel number, the more flexible the illumination area can be, hence an improvement in driving safety and flexibility for compliance with legal requirements among different regions and markets. In this way, automotive lighting manufacturers can save development, manufacturing, and logistics costs for different regions and markets. As TrendForce analyzes, the penetration rate of ADB headlights was only 3.7% in 2022, but it will likely jump to 17.0% in 2027.

2. Taillight
Taillights will come with more innovative designs. Full-width, Mini LED, and OLED-like taillights are currently the top three favorites among automakers and consumer. Future trends for automotive lighting—personalization, communication, and ADAS / autonomous driving—have given rise to Mini LED taillights. With high-pixel local dimming, Mini LED enables the taillight to dynamically align with the driving scenario by changing displayed images, allowing drivers of vehicles behind to recognize the car more easily and reduce the risk of car accidents. When the car is idle, the taillight then turns from a luminaire to a display providing vehicle-related information (e.g., charging status). As TrendForce reported, Mini LED taillights have been adopted by IM Motors and GWM (SAR Mecha Dragon), while Audi (Q5) will likely use the taillights as well.

3. Grille Lamp / Full-Width Front Stripe
Leading car manufacturers adopting grille lamps and full-width front stripes include Mercedes Benz (EQS), Volkswagen (ID.3 / ID.4), BYD, Xpeng (P5), Changan Ford (Mondeo), Sony (VISION-S 02), BMW (i7), Rolls-Royce (Spectre), Ford, General Motors, Stellantis, Lucid, and Li Auto. According to TrendForce’s survey, many EV models intend to adopt grille lamps in 2023. Grille lamp is moving from linear design towards full-width front stripe design.

4. Ambient Light
Automakers in Europe and China have been using ambient lights for years. Since 2022, intelligent ambient lights featuring RGB LEDs as built-in driver ICs have been applied to BMW’s vehicles and will be gradually extended to other European and Chinese models, with market value expected to grow year by year.
Cars equipped with intelligent ambient lights: Hongqi H9, ZEEKR 001, Leapmotor C01, BMW iX / i7 / XM, etc.

5. Automotive Display
Although inflation in Europe and North America has slowed down entering 2023, the global economy remains weak. Fierce price competition can be seen in the entire vehicle market after car makers cutting down vehicle prices with an effort to stimulate spending, while they are also slowing down the progress of Mini LED / HDR automotive display development. Instead, the manufacturers turn to focus on automotive lighting applications (headlights, taillights, grille lamps / full-width front stripes). With the rising trend for displays featuring HDR, local dimming, wide color gamut, and a curved screen, automakers have been racing to adopt Mini LED / HDR displays, including General Motors, Ford, BMW, Mercedes-Benz, Volvo, NIO, Roewe, Li Auto, and so on, with 2016 / 3030 / 2525 / 1515 LEDs.

6. HUD
According to TrendForce’s analysis, the HUD market shipment reached 9.52 million sets in 2022 thanks to steady growth in ADAS and smart cockpits. AR-HUD needs more time to thrive due to the requirement of camera and sensor integration. AR-HUD is estimated to capture a 33% market share in 2027, with high-end / electric vehicles in Europe and China being first targets.

AR HUD’s Picture Generation Unit (PGU) technologies include TFT-LCD, DLP, laser beam scanning LBS (MEMS), LCOS, and Micro/Mini LED. TFT-LCD remains the mainstream approach, while DLP and Micro/Mini LED are promising.

2022 Automotive Lighting Manufacturer Revenue Performance
The global automotive lighting market was valued at USD 33.627 billion in 2022, with Koito, Valeo, Forvia Hella, Marelli, and SL Corporation being the top five automotive lighting manufacturers totaling a dominating 61.5% market share.

2022 Automotive LED Manufacturer Revenue Performance
As TrendForce reveals, the top three automotive LED manufacturers have secured a 69.2% market share, with the top ten claiming a whopping 97.6% share.

Seoul Semiconductor’s automotive LED revenue increased 14%, benefited from automotive backlight revenue. As Samsung LED’s PixCell LED has been installed in the Tesla Model 3 / Y, its automotive LED revenue surges. With enhanced production capacity of automotive LEDs, Samsung LED’s automotive LED revenue for 2022 accelerated 35%.

TrendForce has analyzed the development in the automotive LED market from five perspectives—automotive lighting and display product trends, automotive lamp player revenue and product strategies, lamp prices, LED player revenue performance and product strategies, and LED product prices—so as to provide readers with a comprehensive understanding of trends in the automotive LED market.

Authors: Joanne, Allen, Christine / TrendForce


TrendForce 2023 Global Automotive LED Product Trend and Regional Market Analysis
Release Date:
1. PDF (166 Pages)- 30 June 2023
2. EXCEL- 30 June 2023 and 31 December 2023
Languages: Traditional Chinese / English


[PDF Content]
Chapter I. Automotive Lighting Market Trend

• Headlight Product Trend
• Headlight Product Technology Requirements
• 2023-2027 LED Headlight / ADB Headlight- Penetration Rate Analysis
• ADB Headlight- Advantage and Regulation Analysis
• ADB Headlight- Product Performance Comprehensive Analysis
• ADB Headlight- Matrix LED Headlight
• ADB Headlight- Matrix LED Headlight’s Driver IC Specification and Price
• ADB Headlight- Tesla / Hella SSL 100 Headlight Price and Cost Analysis
• ADB Headlight- 84 / 100- Pixel Matrix LED Headlight Trend Analysis
• ADB Headlight- DLP Headlight
• ADB Headlight- LCD Headlight
• ADB Headlight- Micro LED Pixel Array
• ADB Headlight- Micro LED Pixel Array Roadmap
• ADB Headlight- Micro LED Pixel Array Case Study
• 8-inch Wafer Production- Pros and Cons Analysis
• Laser Headlight- Product Design and Supply Chain
• 2023 LED Headlight Price Analysis
• Automotive LiDAR Sensing Integration Trend
• Taillight Product Trend
• Full-Width Taillight Cost Analysis- 0.2W SMD LED
• Mini LED Taillight Price Sweet Spot and Cost Analysis
• OLED-Like LED Taillight Product Trend
• Micro/Mini LED Automotive Lighting Product Trend
• Grille Lamp / Full-Width Front Stripe Product Trend
• Grille Lamp / Full-Width Front Stripe Product Design
• Light-Signaling Projection Product Trend
• Ambient Light Product Trend
• (Intelligent) Ambient Light- Pros and Cons Analysis
• Intelligent Ambient Light- Product Design
• Intelligent Ambient Light- Installation Place and Successful Case Study
• Ambient Light- White LED Market Applications
• Ambient Light- Market Value and Supply Chain Analysis

Chapter II. Automotive Display Market Trend

• Smart Cockpit Trend
• Automotive Display Technology Overview
• 2023-2027 Automotive Display Backlight Analysis
• 2022 Mini LED / HDR Automotive Display- Specification and Supply Chain
• 2022-2025 Mini LED / HDR Automotive Display Schedule and Specification
• NIO ET7 / ET5 / ES7 Automotive Display- Specification and Cost Analysis
• Roewe RX5 Automotive Display- Specification and Cost Analysis
• Cadillac LYRIQ Automotive Display- Specification and Cost Analysis
• 2023 Automotive Display Cost Analysis- Edge / Direct Type
• 2023 Automotive Backlight LED Specification Analysis
• 2023 Automotive Backlight LED Product Specification and Price Analysis
• Mini LED / HDR Automotive Display- Driver IC Specification Analysis
• Automotive Display Supply Chain Flow Analysis
• 2023-2027 HUD Market Shipment- Product vs. Regional Market Analysis
• 2023-2027 HUD Market Shipment- Product Technology Analysis
• 2021-2022 HUD Player Market Share Analysis
• 2023 HUD Product Specification and Price Analysis
• 2023 HUD Product Price Analysis
• AR-HUD Technology Analysis
• 3D AR-HUD Product Trend
• AR-HUD OEM Supply Chain and Product Specification Analysis
• HUD Market Value Chain Analysis
• Micro LED Transparent Display
• 2023 Micro LED Transparent Display Cost Analysis
• Micro LED Automotive Display Application Overview
• E-Mirror Rear View Mirror / Side View Mirror Product Trend
• 2023 Pillar-to-Pillar Display / OLED Display Market Trend

Chapter III. Automotive Lighting Player Revenue and Strategies

• Automotive Lighting Market Landscape
• 2023-2027 Automotive Lighting Market Value Analysis
• 2020-2022 Automotive Lighting Player Market Share Analysis
• 2020-2022 Top 15 Automotive Lighting Player Revenue Ranking
• Automotive Lamp Player Revenue and Product Strategies
  Koito
  Valeo
  Forvia Hella
  Marelli
  SL Corporation
  Stanley
  HASCO Vision
  ZKW Group
  Xingyu
  MIND
  Liaowang
  Faway
  Varroc
  Automotive Lamp / Module Factories in China

Chapter IV. Automotive LED Player Revenue and Strategies

• Global Automotive LED Player List
• 2021-2022 Automotive LED Player Market Share Analysis
• 2020-2022 Top 10 Automotive LED Player Revenue Ranking
• 2021-2022 Top 10 Automotive LED Player Revenue- Lighting vs. Backlight
• Automotive LED Player Revenue and Product Strategies
  ams OSRAM
  Nichia
  Lumileds
  Dominant
  Seoul Semiconductor
  Samsung LED
  Stanley
  Everlight
  Cree LED
  Jufei
  Lextar
  Hongli
  Refond
  LITEON
  Brightek
  LatticePower
  SUNPU
  APT

[EXCEL Content]
Part I. 2022-2023 Car Market Shipment Forecast- By Region

• Europe
• USA
• Japan
• China
• Other Market (South Korea, India, Brazil, Southeast Asia)

Part II. 2023-2027 Automotive LED Market Value, Volume and Penetration- By Product

• Conventional Passenger Car (OEM)
• Conventional Passenger Car (AM/PM)
• Electric Passenger Car (OEM)
• Electric Passenger Car (AM/PM)
• Conventional Box Truck (OEM)
• Conventional Box Truck (AM/PM)
• Electric Box Truck (OEM)
• Electric Box Truck (AM/PM)
• Conventional / Electric Scooter (OEM, AM/PM) "

Products
1. Automotive Exterior

• Taillight (Excl. Turn Light and Fog Light)
• DRL
• Position / Signature
• Headlight (High/Low Beam)
• Fog / Side Marker
• Turn Light
• CHMSL
• Mirror Lamp

2. Automotive Interior

• Cluster-Indicator LED
• Reading Lights
• CID- Indicator LED
• Panel- Backlight LED

3. Others (Decoration, Ambient Light, Grille Lamp, etc.)

Part III. 2022-2023 Automotive LED Market Value, Volume and Penetration- By Product
Regional Markets

• Europe
• USA
• Japan
• China
• Other Market (South Korea, India, Brazil, Southeast Asia)

Products
1. Automotive Exterior

• Taillight (Excl. Turn Light and Fog Light)
• DRL
• Position / Signature
• Headlight (High/Low Beam)
• Fog / Side Marker
• Turn Light
• CHMSL
• Mirror Lamp

2. Automotive Interior

• Cluster-Indicator LED
• Reading Lights
• CID- Indicator LED
• Panel- Backlight LED

3. Others (Decoration, Ambient Light, Grille Lamp, etc.)

Part IV. Automotive Lighting / Automotive LED Manufacturer Revenue Performance

• 2020-2022 Automotive Lamp Player Revenue Ranking
• 2020-2022 Automotive LED Player Revenue Ranking

Part V. Automotive Lamp / Automotive LED Market Price Analysis

• 2022-2023 Automotive Lamp Price Survey
• 2018-2023 Automotive LED Price Trend- Headlamp, RCL, Ambient Light, Automotive Display