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2008-2009年中国及全球汽车LED照明产业研究报告
字数:6.6万 页数:145 图表数:112
中文电子版:9000元 中文纸版:8000元 发布日期:2009-06
英文电子版:2700美元 英文纸版:2600美元
编号:ZWY005 附件: 购买报告

  以目前LED产业的发展速度,预计到2014年LED可以接近传统光源的水平,对汽车前照灯来说,光源所占成本的比例很低,以LED和传统光源制成的汽车前照灯在达到同样光照度的情况下,两者的整体成本相差不会超过10%,这也就是业内可以接受的幅度。目前LED前照灯的成本比HID前照灯还要高30-100%,这是主流车型无法接受的。

图:2007-2014年五种汽车光源成本与光照度发展趋势
 2009062501.gif
来源:水清木华研究中心

  LED要提高发光效率,降低每光照度成本之外,还要解决散热问题,光纤分布式照明是解决散热问题的最佳途径,如果光纤分布式照明达到成熟阶段,那么LED前照灯可以放在温度最低的后备箱内,而不是温度最高的发动机附近。那么将完美解决散热问题。只需要在后备箱中设置一个LED模组,用光纤将光传递到各个需要照明的地方,可以大大简化汽车照明的设计与体积。而目前最常见的热管和风扇散热,也可以基本解决问题,只是增加了不少成本,加大设计复杂程度。

  2008-2013年,前照灯一直发展比较缓慢,预计2014年开始加速。其他主要是高位刹车灯、车内照明灯,示宽灯和转向灯预计仪表板照明灯。未来高位刹车灯将100%LED化,2008年是50%,转向灯预计在2015年可以达到50%LED化,2008年是10%,示宽灯可以达到30%LED化。2008年是5%。尽管市场空间大,但是价格竞争激烈,并且价格下降空降也很大,因此市场规模成长力度不大。

表:2008-2015年全球前照灯市场规模
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来源:水清木华研究中心

  全球汽车产业派系分明,德系和日系都是多年建立的垂直供应体系,几乎是铁板一块,别的厂家很难介入,美系厂家则和供应商之间关系不那么紧密,还有些机会。日系的基本上都是小系、市光和斯坦雷三家垄断,在日产当中,由于日产和雷诺合作比较久,所以会有法雷奥供应部分。美系则供应商比较多,核心供应商自然是德尔福和伟世通,还有小系、HELLA和斯坦雷。德系则以HELLA和AL为主。法系自然是法雷奥,而AL是菲亚特集团的,意大利的自然是AL垄断。韩国自然是摩比斯供应,还有三立和大星。

图:2008年全球汽车照明厂家市场占有率
2009062503.gif 
来源:水清木华研究中心


Supposing the LED industry keeps developing at the current speed, the LED will be in line with the traditional light source level in 2014. The cost of the light source only takes up very small proportion of automotive headlight. If the automotive LED headlamp has the same illuminating effect as the headlamp made of the traditional light source, their cost gap won’t be more than 10%. Currently the LED headlamp cost is 30% higher and even two times of the HID headlamp, and the mainstream cars are against such a big cost difference.

Cost & Illumination of Five Types of Automotive Lamps, 2007-2014
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Source: ResearchInChina

Besides increasing the LED luminous efficiency and lowering the average illumination cost, it is also very necessary to solve the heat dissipation problem. The optical fiber-distributed lighting might be the best choice. If the technique of such lighting pattern achieves its maturity, the LED headlamp can be equipped into the low-temperature trunk instead of the vicinity of the high-temperature engine. Only an LED module is needed in the trunk, and then the optical fiber can transmit the light to every reachable area, which perfectly simplifies the design and minimizes the volume of the auto lamp. Though the current commonly-used heat pipe and fan can also dissipate the heat, they are with the high cost and complicated design.

From 2008 to 2013, the auto headlight manufacturing will remain the slow development. It is forecast that it will see the fast improvement in 2014. 50% high-mount brake lamps were made of LED in 2008 and this proportion will reach 100% in the future; 10% steering lamps were made of LED in 2008 and this proportion will reach 50% in 2015; only 10% width lamps were made of LED and this proportion will reach 30% in the future. In spite of huge market room, the price competition is quite intense and the price would fall by a big margin, hereby the market growing ability is not strong enough.

Global Auto Headlamp Market Size, 2008-2015
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Source: ResearchInChina

The global automobile industry has very clear group division. The German group and the Japanese group have built the vertical supplying system for years and the companies from other countries hardly have opportunities to participate in this system. The American automakers keep not so close a relationship with the suppliers, so other automakers still have certain chances. The Japanese auto market is monopolized by the three lighting companies, namely, Koito, Ichikoh and Stanley. Nissan has long-term partnership with Renault, so it also purchases the lamps from Valeo. In addition, the American automakers have numerous suppliers like Delphi, Visteon, HELLA and Stanley etc. The German automakers’ suppliers consist mainly of HELLA and AL. The French automakers undoubtedly choose their local company Valeo as the supplier. Similarly, Italy chooses AL, which is affiliated to the Italian FIAT Corporation. The South Korean suppliers contain Mobis and Sunlush. 

Market Share of Global Automotive Lighting Manufacturers in 2008 
 2009062506.gif
Source: ResearchInChina

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