The three major Japanese automotive lighting companies, Xiaoyan, Shiguang and Stanley have performed steadily. Although Xiaoyan is a Toyota Group company, it has gained a lot in the German car industry, especially Shanghai Volkswagen. Otaru has accounted for more than 40% of the supply ratio and has snatched some of Marelli's market. Stanley has a solid position in the US car industry, robbing the market of Delphi and Visteon. The city is limited to the Japanese market and it is difficult. The three major European automotive lighting companies Valeo, Hella and Marelli (AL) underperformed. Especially Marelli, who is affiliated with the Fiat Group. Korean Morphos and Sanli not only monopolize the Korean car market, but also occupy some of the GM market.
Market share of global automotive lighting manufacturers in 2008 and 2009:
The market share of global automotive lighting manufacturers in 2008/2009 will become more and more popular. From the earliest luxury car standard to the mid-size car high-profile model, the future mid-size car may be equipped with xenon lamps. However, in the field of compact cars and small cars, the cost advantage of halogen lamps is obvious, and the ceiling rate of xenon lamps is about 32%. The LED is not without hope. At the end of 2009, the Audi A8 replaced the xenon lamp with an LED. LEDs are more comprehensive in terms of performance, especially in rain, fog and snow, with performance exceeding xenon lamps.
In the Chinese market, the penetration rate of xenon lamps is much higher than that of the world, because China's luxury car market is the largest in the world. It is estimated that by 2014, the penetration rate of xenon lamps for Chinese cars will increase from 5% in 2009 to 26%. China’s civilian car sales growth has fallen sharply in 2010, while luxury car sales have increased significantly.
Although LED has many advantages, in terms of cost performance, LED and xenon lamps are very different. The price of LEDs will drop, but xenon lamps also have the potential to cost, and the price/performance ratio will be further improved, still ahead of LED. Xenon lamps are also superior to LEDs in terms of power consumption and energy saving. The toughest heat dissipation problem of LEDs will be difficult to solve in a short period of time, which is the biggest obstacle to LED headlights. LED headlights are unlikely to become mainstream within 10 years.
LED car headlights are difficult to become mainstream in 10 years
In the first five months of 2010, the global sales of the three German luxury brands BMW, Mercedes-Benz and Audi increased by more than 10%. However, the sales of these three brands in China in May increased by 107%, 118% and 39.9% respectively. In the first half of 2010, FAW-Volkswagen Audi brand sales reached 108,600 units, which has exceeded the cumulative sales in the first nine months of last year, an increase of 64% year-on-year. The domestic Audi model sold a total of 93,993 units, a year-on-year increase of 57%; while the imported Audi models sold 14,607 new cars in the first half of the year, a year-on-year increase of 139%. In contrast, the civilian car represents BYD F3. In the first half of 2010, the growth rate was only 1.97%, the Excelle increase was negative 10.32%, Jetta was 1.93%, Elantra was 2.68%, Elantra was negative 4.44%, and Santana was negative 38.4%.