Automotive Lighting Technology, Industry, and Market Trends 2017

Transcription

1 From Technologies to Market Automotive Lighting Technology, Industry, and Market Trends 2017 Sample October 2017

2 REPORT OBJECTIVES THIS REPORT S PRIMARY OBJECTIVE IS TO PROVIDE A COMPREHENSIVE OVERVIEW OF AUTOMOTIVE LIGHTING! This includes deep insight into various automotive lighting technologies and system approaches, including comparisons between: LED/OLED/Laser - DRL/Headlamp/Interior Lighting - AFLS As well as an industry analysis, technology roadmaps, and market metrics. Additional report objectives: Analyse the automotive lighting market and applications current status and future trends Review the automotive lighting industry s structure and future trends Discuss the main technologies used for automotive lighting, and associated roadmaps Examine the main lighting systems used for automotive applications, and associated roadmaps Provide market insights for for automotive lighting applications Automotive Lighting 2017: Technology, Industry and Market Trends 2

3 ABOUT THE AUTHOR Biography & contact Pierrick Boulay Pierrick Boulay works as Market and Technology Analyst in the fields of LED, OLED and Lighting Systems to carry out technical, economic and marketing analysis at Yole Développement, the "More than Moore" market research and strategy consulting company. He has experience in both LED lighting (general lighting, automotive lighting ) and OLED lighting. In the past, he has mostly worked in R&D department for LED lighting applications. Pierrick holds a master degree in Electronics (ESEO - France). boulay@yole.fr Automotive Lighting 2017: Technology, Industry and Market Trends 3

4 TABLE OF CONTENTS (1/4) Executive Summary P12 Automotive Market Trends P13 Status of the market vehicle sales Overview Geographical breakdown Vehicle type breakdown Automotive manufacturers and associated brands Growth drivers Macrotrends 2017 automotive landscape Major players revenue How significant is the automotive industry? Change in the industry landscape Automotive industry under transformation How styling of automotive is impacting front lighting? o Light Sources and Associated Functions/Applications P33 History of light sources Overview of light sources Halogen Xenon/HID LED Laser OLED Light source vs. lighting functions/applications Conclusion Analysis of 2016 Automotive Lighting Market P Revenue - Breakdown by Supplier 2016 Revenue - Breakdown by Region of Sale and Headquarter Location Revenue Growth Drivers - Overview Drivers - Growth of Automotive Market Volume Drivers - Development of Advanced Front Lighting Technologies / System Drivers - Development of New Light Source Technologies Analysis of Automotive Lighting Market Trends P54 Market Revenue Forecast Market Revenue Forecast 2016 vs Comparison - Breakdown by Application In-Depth Analysis of the Front Lighting Market Headlamp System - Segmentation Headlamp System - Penetration Rate by Technology LED Headlamp System - Penetration Rate by System Type Technology Trends / Penetration Rates Market size - Headlamp ASP Market Size - Headlamp - Split by Technology Type Market Size - LED Headlamp - Split by System Type Automotive Lighting 2017: Technology, Industry and Market Trends 4

5 TABLE OF CONTENTS (2/4) Automotive Lighting Industry P74 Analysis of Tier-1 Competitive Landscape Market Share vs Automotive Lighting Market Supplier Ranking per Region revenue trends for top 15 suppliers 2016 Market Share vs Revenue Growth - Analysis Company Profiles Koito (JP) Magneti Marelli (IT) Valeo (fr) Hella (DE) Stanley (JP) ZKW (AT) Varroc Lighting Systems (IN) SL Corporation (KR) Ichikoh (jp) Grupo Antolin (SP) TYC, Brother Industrial. Co., ltd (TW) Depo Auto Parts ind. Co., ltd (TW) Olsa (IT) Analysis of Chinese Automotive Lighting Market and Industry Chinese Automotive Market - Trends Chinese Automotive Lighting Market - LED Penetration Rate Chinese Automotive Lighting Market - Trends Chinese Automotive Lighting Industry - Market Shares Automotive Lighting Industry P124 Analysis of Chinese Automotive Lighting Market and Industry Chinese Automotive Lighting Industry - Relation between OEMs and Top-5 Tier-1s Chinese Automotive Lighting Industry - Future Trends Packaged LED for Automotive Lighting P126 Introduction Drivers For LED Integration Challenges For LED Integration LED Device Suppliers LED device suppliers - Leaders, followers and emerging players Cost Aspects Trends OLED Panel for Automotive Lighting P140 Drivers and potential applications Automotive application roadmap Challenges for OLED integration - Technology aspects Challenges for OLED integration - Market and industry aspects Recent trends - BMW - From prototype to production Future trends - From 2D OLED to 3D OLED Conclusion Automotive Lighting 2017: Technology, Industry and Market Trends 5

6 TABLE OF CONTENTS (3/4) Laser Diode for Automotive Lighting P152 Introduction and history Technology aspects Basic full LED headlamp vs LED headlamp with laser booster Technical aspects Comparison with LEDs Laser vs. LED Laser safety Conclusion o Analysis of Advanced Front Lighting Systems (AFLS) P162 Applications Introduction Static bend lighting Non camera-based adaptive front lighting Camera-based adaptive front lighting Glare-free lighting Glare-free lighting - System Architecture Development Trends New opportunities with cameras ECU Introduction ECU - Sensors to BCM Connection (CAN or LIN) Global Trends - AFLS Type System Architecture Global Trends - Possible Scenarios of Evolution Importance of Software Analysis of Advanced Front Lighting Systems (AFLS) P186 Future Trends / Opportunities Pixel Lighting µafs Headlamp LCD Headlamp Matrix Laser Headlamp Technology Roadmap Technology Roadmap Technology benchmark ADAS and Lighting Technologies Relation Between ADAS and Lighting Technologies Interior Lighting P216 Key milestones Functions/uses - Introduction Architecture evolution Audi's vision LG's vision Toyota's vision Conclusion Rear Combination Lamp P224 Milestones Product Evolution Technical Evolution Technologies behind styling OLED RCL Future Trends Holography Lighting Signature Automotive Lighting 2017: Technology, Industry and Market Trends 6

7 TABLE OF CONTENTS (4/4) Non Visible Lighting for Automotive Applications P239 Introduction Classification IR LED and Laser Applications Classification by function Applications Night Vision systems LIDAR Rain Sensors Gesture Recognition Systems Occupancy Sensors Driver Monitoring Systems Photo interrupters Integration of IR Sources and Roadmap Increasing functionality in automotive applications The future of automotive applications - 3D cameras and iris and gesture recognition Focus on automotive markets - Sensor fusion Conclusion P274 Presentation of Yole Développement With Focus on Solid State Lighting LED, OLED and Display Activities P277 From Technologies to Market About Solid State Lighting LED, OLED and Display Activities Analysis of The Future of Automotive Lighting P262 Introduction New Functionalities for HD Lighting Systems Light for Automated Driving Interior lighting: automotive or lounge? Integration of LIDAR into headlamps BMW's Vision Mercedes' Vision VW's Vision Mitsubishi's Vision Stanley's Vision Automotive Lighting 2017: Technology, Industry and Market Trends 7

8 AUTOMOTIVE INDUSTRY AND SUPPLY - UNDERGOING TRANSFORMATION Major trends in the automotive industry Automotive Lighting 2017: Technology, Industry and Market Trends 8

9 LED Main use of LEDs for Lighting Applications As LED technology continues to improve and costs gradually decline, LED lights gain further automotive technology validation for replacing traditional technologies like incandescent, halogen, and HID/xenon lamps. LEDs integration s main drivers are: Design flexibility (color saturation, size, weight). Long lifetime. High efficiency/low energy consumption. Greater potential for new functionalities. Controllability (dimming, etc.). Fast response (enhanced safety). Health-friendly/eco-friendly. Regulation. LED is suitable for a variety of automotive lighting: Interior light: Footwell light. Dome light. Map light. Daytime running light (DRL). Rear combination lamp (RCL)/backup light. Center high-mount signal light (CHMSL). Front/headlight (high and low-beam lamps). Interior Lighting Exterior Lighting source: Allegro MicroSystems Automotive Lighting 2017: Technology, Industry and Market Trends 9

10 OLED Challenges for OLED integration - Technology aspects Automotive requirements for OLED integration can beautomotive requirements for OLED integration can be categorized categorized by degree of difficulty in reaching them: by degree of difficulty in reaching them: Accessible task Requirements related to lifetime, efficacy, and luminance REQUIREMENTS ACCESSIBLE TASKS Highly challenging task Requirements related to reliability and resistance to harsh environment REQUIREMENTS HIGHLY CHALLENGING TASKS Temperature stability is the biggest challenge to OLED integration as surface-area light sources suitable for automotive use! OLED Lifetime OLED to be consistent with vehicle lifetime (15 years) Reliability and resistance to harsh environment Resistant to operation and storage temperatures: Automotive Lighting 2017: Technology, Industry and Market Trends 10

11 LASER Technical aspects Comparison with LEDs Luminance > cd/mm² can be achieved with 0.4mm-diameter laser spot size hitting a phosphor converter plate. Up to cd/mm² has been demonstrated (source: Schott). High luminance and small spot size are required for wellcollimated beams and lighting design with a high degree of freedom. Laser has several advantages over LEDs: Smaller optical system.. Higher luminous intensity. But laser has still some challenges to overcome:.. Eye injury hazard (Avoid direct eye exposure). 3 Laser focused on phosphor Emission Area 1mm² Power 3.5W Luminous Flux 250lm Luminance Efficiency Osram Ostar HL Pro (1 die) Op. Temperature 125 C Risk level Laser class 4 - Laser eye injury comparison Source: lasersafetyfacts Automotive Lighting 2017: Technology, Industry and Market Trends 11

12 ADVANCED FRONT LIGHTING SYSTEMS (AFLS) Applications - Glare-free lighting Glare-free lighting also represents an enhancement of an automatic high-beam (AHB) system. The function can be realized by installing a special sheath on the rotating cylinder in the projection module. Based on image processing functions and intelligent settings in the projection module, critical areas of oncoming traffic that might face glare are removed from high-beam distribution, but the rest of the high-beam field remains intact for the driver s convenience. New technologies, i.e. matrix LED and digital mirror device, are being developed to increase functionalities of such systems. Glare free lighting is the next step after adaptive front lighting. SYSTEMS Increasing complexity of the system (light source/module, camera, sensors, software, etc.) Automatic High Beam Automatic switching between low and high-beam LIGHTING FUNCTIONS Automotive Lighting 2017: Technology, Industry and Market Trends 12

13 ADVANCED FRONT LIGHTING SYSTEMS (AFLS) Development Trends - ECU - LED Drivers - Basic configuration The LED driver is responsible to supply a constant current to a string of LEDs. The level of the current will define the color and brightness of the LED. A LED driver is required to convert the battery-voltage source into a constant-current drive for an array of series or series/parallel LEDs. Generally, a single stage buck-boost topology is preferred in order to provide regulation during load-dump and cold-crank conditions. During load dump, the battery voltage can rise to 60 V and higher at times, while during cold-crank it may drop to 4.5V A complete front-lighting system usually comprises multiple converters, each regulating a different part of the system Battery Light Control Unit (LCU) 5V regulator Body Control Unit 5V regulator LED Array Other lights Automotive Lighting 2017: Technology, Industry and Market Trends 13

14 ADVANCED FRONT LIGHTING SYSTEMS (AFLS) Development Trends - Overview Halogen HID (Xenon) Full LED Matrix LED Oct 2017 Dynamic bend lighting Dynamic bend lighting Dynamic bend lighting Dynamic bend lighting Dynamic bend lighting Dynamic bend lighting Dynamic bend lighting Automotive Lighting 2017: Technology, Industry and Market Trends 14

15 ADVANCED FRONT LIGHTING SYSTEMS (AFLS) Future Trends / Opportunities - Picture Beam - Overview of Technologies Picture beam technology allows a very high beam resolution that can be between and pixels depending and the light source/technology. µafs Laser scanner LCD DMD Resolution Different technologies are being developed to increase beam resolution but still need to overcome technical issues. Light source MicroLED Laser LED / LCD Laser Illustration All these technologies are in development but will need to overcome technical issues to be used in headlamps: Thermal management ( ) Automotive Lighting 2017: Technology, Industry and Market Trends 15

16 ADVANCED FRONT LIGHTING SYSTEMS (AFLS) Relation Between ADAS and Lighting Technologies A front camera was already used to develop ADAS systems. Camera is also the key sensor to enable new applications in lighting. Lighting Functions ADAS based on camera Sensors used for lighting Light Sources Halogen Bend lighting AFS Steering angle Xenon High beam assist Traffic Sign Recognition Lane departure warning LED Front camera < > 2020 Source: Hella + Yole Développement Automotive Lighting 2017: Technology, Industry and Market Trends 16

17 NON VISIBLE LIGHTING FOR AUTOMOTIVE APPLICATIONS Classification by Function - Focus on Detection Functions: Detection Sub-functions: Sensing Imaging Associated components 1 : Photodiode Photodiode and data processing CIS CIS and image processing Applications: Blind spot sensors Photointerrupters Rain sensors LDW systems Legend Applications using IR LEDs Applications using Applications using MOST APPLICATIONS USE IR LEDS. The reason for this is that these light sources are already well-developed in performance and supply and are available at a reasonable cost, whereas diodes and especially still need technological development and cost reduction. 1. Associated components in the module Automotive Lighting 2017: Technology, Industry and Market Trends 17

18 2016 AUTOMOTIVE LIGHTING MARKET STATUS AND TRENDS 2016 Revenue - Breakdown by Supplier In 2016, the top five industry players (i.e. Tier-1s) held ~80% of total automotive lighting revenue: Koito (JP), Magneti Marelli (IT), Valeo (FR), HELLA (DE), and Stanley (JP). The remaining revenue was distributed across a very fragmented industry counting 20+ players. Oct 2017 Revenue in automotive lighting systems increased +% in 2016 thanks to volume growth and democratization of LED technology. To keep this situation, leading players are working on innovation and the development of new technologies: Some emerging players,, and - have already exhibited a very high growth rate (more than +% from , compared to the total market s average +% growth). Total: US$ 25.7B Others Japanese players Stanley, Ichikoh - have exhibited a very high growth more than % Automotive Lighting 2017: Technology, Industry and Market Trends 18

19 AUTOMOTIVE FRONT LIGHTING MARKET Headlamp System - Penetration Rate by Technology (degree 1 - all technologies) Due to low cost and sufficient performance for low and high beam, halogen should remain the major technology for headlamp. LED technology has already started to replace halogen bulbs in premium vehicles and middle-end vehicles. This trend will continue and LED technology will also be implemented into low-end vehicles at longer term. LED technology has a penetration rate of % in 2016 and is expected to reach % by 2022 with the development of advanced technologies like matrix or pixel LED. Penetration rate of xenon (HID) technology slowly decrease due to the growing adoption of LED but should remain stable as this technology is a basic in premium vehicles. For Audi, vehicles are equipped with HID headlamp as a basic and full LED or matrix LED headlamp are still considered as an option. Oct Automotive Lighting 2017: Technology, Industry and Market Trends 19

20 AUTOMOTIVE LIGHTING MARKET FORCAST 2016 vs Comparison - Breakdown by Application In 2016, X% of value is interior lighting and we expect it to reach % in Headlamp Rear Lighting Interior Lighting Small Lamps CHMSL Fog Lamps $XB $XB $XB $B $25.7B $XB $B $B $XB $B $XB $35.9B CAGR +5.7% $B $XB Oct Automotive Lighting 2017: Technology, Industry and Market Trends 20

21 COMPANY PROFILE: STANLEY (JP) Highlights Calendar Year Revenue (Local Currency, in Million): Total Revenue Automotive Lighting Evolution % 401, ,560-3% + % 2016 Estimated Lighting Revenue Breakdown: Asia Pacific North America Revenue Breakdown % % Europe 3 % ROW 0 % Global Market Share Employees: % 2016 Total 15,542 R&D Not available Major Customers / Design Wins: Brand Group Model Mitsubishi Honda Mitsubishi Honda i-miev, Outlander, Pajero Sport, Triton Accord, Fit, S660, Stepwagon Acura Honda RLX, TSX Mazda Mazda Axela, CX-3, CX-5, Demio13, Roadster Nissan Renault Fuga, Sylphy Lexus Toyota NX Toyota Toyota Aqua, Rav4 Subaru Subaru Impreza, XV Daihatsu Toyota Wake Suzuki Suzuki Alto Automotive Lighting 2017: Technology, Industry and Market Trends 21

22 COMPANY PROFILE: STANLEY (JP) Highlights Calendar Year Revenue (Local Currency, in Million): Total Revenue Automotive Lighting Evolution % 401, ,560-3% + % 2016 Estimated Lighting Revenue Breakdown: Asia Pacific North America Revenue Breakdown % % Europe 3 % ROW 0 % Global Market Share Employees: % 2016 Total 15,542 R&D Not available Major Customers / Design Wins: Brand Group Model Mitsubishi Honda Mitsubishi Honda i-miev, Outlander, Pajero Sport, Triton Accord, Fit, S660, Stepwagon Acura Honda RLX, TSX Mazda Mazda Axela, CX-3, CX-5, Demio13, Roadster Nissan Renault Fuga, Sylphy Lexus Toyota NX Toyota Toyota Aqua, Rav4 Subaru Subaru Impreza, XV Daihatsu Toyota Wake Suzuki Suzuki Alto Automotive Lighting 2017: Technology, Industry and Market Trends 22

23 RELATED REPORTS Automotive Lighting 2017: Technology, Industry and Market Trends 23

24 AUTOMOTIVE LIGHTING: TECHNOLOGY, INDUSTRY AND MARKET TRENDS Market & Technology report - October 2017 Unexpectedly fast growth combined with technology evolution could reshape the industry. KEY FEATURES OF THE REPORT Get the sample of the report on Automotive lighting market analysis Automotive lighting industry analysis including Tier-1 players Automotive lighting technologies analysis including LED, OLED and laser Automotive lighting roadmap analysis WHAT S NEW The report provides a detailed analysis of: Emerging lighting technologies including those based on microleds, LCDs and lasers Advanced front lighting system (AFLS) architecture, and interaction with sensors Chinese automotive lighting industry Non-visible lighting systems such as infrared and ultraviolet emitters used for automotive applications Future trends in automotive lighting REPORT OBJECTIVES Analyze the automotive lighting market and applications current status and future trends Review the automotive lighting industry s structure and future trends Discuss the main technologies used for automotive lighting, and associated roadmaps Examine the main lighting systems used for automotive applications, and associated roadmaps Provide market insights for for automotive lighting applications FASTER THAN ANTICIPATED GROWTH WILL SEE THE MARKET REACH $35.9B IN 2022 THANKS TO WIDE LED ADOPTION Since the first full light-emitting diode (LED) headlamp was introduced in 2007, LED technology has gradually penetrated headlamp design. LED technology has allowed lighting to become a distinctive feature and enabled innovative functions like the glare free adaptive high beam introduced in LED technology use had been limited to highend vehicles and has had to compete with traditional light sources, namely halogen and high-intensity discharge (HID/Xenon). Improved LED performance, lower power consumption and flexible design were the first enablers. Then, cost reductions helped LED technology spread to all vehicle categories. In this context, the automotive lighting market totaled $25.7B in 2016 and is expected to reach $35.9B in 2022 at a 5.7% compound annual growth rate (CAGR ). In 2017, Yole Développement estimates that the market should be close to $27.7B. This growth is driven by natural LED cost erosion, increasing the LED penetration 2016 Headlamp Rear lighting Interior lighting Small lamps CHMSL* Fog lamps $0.4B $2.4B $0.6B $17.4B rate. Standardization of LED modules and their optimization are key factors behind decreasing costs. This has resulted in more vehicles equipped with LED technology. Automotive lighting is driven by exterior lighting and especially headlamps, generating more than two-thirds of the total market revenue. Rear lighting is the second largest area, representing 17% of total market revenue. Interior lighting represents almost 10% of revenue but growth is expected to be linked to the development of autonomous vehicles and the creation of vehicles as «living homes». Other types of lighting, such as fog lamps, Center High Mounted Signal Light (CHMSL) or small lamps, comprised the remaining 7% of revenue in This report presents all automotive lighting applications and the associated market revenue for the period , with details concerning integration status of different lighting technologies and systems, recent trends and market size by application. Automotive lighting market size $4.3B $0.6B $25.7B (Yole Développement, October 2017) 2022 $0.4B $4.6B $23.6B $0.8B $5.8B $0.6B *Center High Mounted Signal Light $35.9B CAGR +5.7% FRONT LIGHTING SYSTEMS: THE PIXEL ERA HAS JUST BEGUN Glare-free adaptive headlamps were made possible by the development of LED matrix systems splitting the front beam into up to 25 vertical segments. Such systems add value by keeping the high beam enabled even when there is oncoming traffic and therefore increasing the driver s night visibility. Today, the highest matrix resolution commercially available has 84 pixels per headlamp, making it

25 AUTOMOTIVE LIGHTING: TECHNOLOGY, INDUSTRY AND MARKET TRENDS possible for the system to create sharp masking zones. But the increase in headlamp resolution has just started, as car manufacturers and Tier-1 manufacturers are developing new technologies to increase it. They re working on very small/micro LEDs, laser or Liquid Crystal Display (LCD) light sources with resolutions ranging from 2,000 pixels to more than 500,000 pixels per headlamp. All these technologies are different but they have the same objective: create new light functions such as roadway marking, driver support or pedestrian interaction. The main purpose of lighting will no longer be the best visibility for the driver. The focus will become communication with the environment of the car. Many concepts and proposals have been made for autonomous vehicles and concerns include safety and acceptance by pedestrians. New lighting technologies can enable this interaction but standards and regulations have to be defined. The report presents a complete overview of new lighting technologies and advanced front lighting systems (AFLS), providing details regarding benefits and drawbacks, integration status, and development roadmap. The report gives insights into the future of automotive lighting with concepts developed by several players. Synergies between ADAS and lighting technologies since the 90s ADAS level L0 L1 L2 L2 L3 L3 Lighting functions Bend lighting High beam assist Glare free lighting Matrix light Pixel light Pedestrian info Lighting technology Halogen Xenon LED Laser < >2020 ADAS levels: L0: Driver only - L1: Driver assistance - L2: Partial automation - L3: Conditional automation - L4: High automation - L5: Full automation (Yole Développement, October 2017) THE BIG FIVE CONTROL THE AUTOMOTIVE LIGHTING INDUSTRY BUT WILL IT LAST? 11% The automotive lighting industry is in the hands of five players: Japan s Koito and Stanley, Italy s Magneti Marelli, France s Valeo, and Germany s Hella. Among 20 competing companies, the big five received 80% of 2016 automotive lighting market shares 21% Koito (JP) 29% Magneti Marelli (IT) 12% Total $25.7B 13% 14% Valeo (FR) Hella (DE) Stanley (JP) Others the total automotive lighting revenue in To keep ahead, the leading players are innovating and developing new technologies, including integrating organic LEDs (OLEDs) and new LED, LCD or laser light sources. But these companies are being challenged by smaller ones like India s Varroc Lighting Systems and Austria s ZKW, who are focused on integrating new components and technologies using laser or OLED light sources and developing new lighting systems, electronics and/or software. Some players are growing faster than the market. Japan s Ichikoh is taking advantage of its takeover by Valeo. China s Xingyu benefits from the fast growth of the Chinese automotive market, which will boom in the next five years. Asia, and mostly China, represents the next main opportunity in the automotive market, with nearly 65% of vehicles to be sold in the region between 2017 and This report presents an analysis of the automotive lighting industry with details about the top 15 suppliers revenue and market share in total and by region. The report also includes a focus on the Chinese automotive lighting market and industry. (Yole Développement, October 2017)

26 MARKET & TECHNOLOGY REPORT COMPANIES CITED IN THE REPORT (non exhaustive list) 3M, Abarth, Acura, Alfa Romeo, AMG, Apple, Aston Martin, Audi, Autoliv, Automotive Lighting, Avago, Avis, Basf, Bentley, BlaBlaCar, BMW, Bolloré, Bosch, Brightek Optoelectronic, Bugatti, Buick, BYD, Cadillac, Chevrolet, Chrysler, Cisco, Citizen Electronic, Citroen, Clean Technology Leader, CML Innovative Technologies, CnLight, Continental, Covestro, Cree, Dacia, Daihatsu, Daimler, Datsun, Delphi, Denso, Depo Auto Parts, Dodge, Dominant, Dupont, Edison, EFI Lighting, Elmos Semiconductor, Everlight, FCA, Ferrari, Fiat, Ford, Fraunhofer, Freescale, Fujitsu, Geely, General Motors, GMC, Grupo Antolin, Hamamatsu, Harman, Harvatek, Hella, Hokuyo, Holden, Honda, Honglitronic, Hyundai, Ibeo, IBM, Ichikoh, Infineon, Infiniti, Inova Semiconductor, Itswell, Jaguar, Jeep, Kandi, Kia, Kodenshi, Koito, Konica Minolta, Lada, Lamborghini, Lancia, Land Rover, Leddartech, Lextar, Lexus, LG Innotek, Lincoln, Lumens, Lumileds, Lumimicro, Luxpia, Magna, Magneti Marelli, Maserati, Mazda, Mc Laren, Mercedes-Benz, Merck, Mini, Mitsubishi, Morpho, Nichia, Nissan, Odelo, Olsa, Opel, Osram, Peugeot, Pioneer, Porsche, PSA, Quanergy, RAM, Renault, Rohm, Rolls Royce, Samsung; San an, Sandia National Laboratory, Schweizer, Scion, Seat, Seoul Semiconductor, Shenzhen Refond, ShinEtsu, Sick, Skoda, SL Corporation, Smart, SoftKinetic, Stanley, STMicroelectronic, Subaru, Suzuki, Ta Yih, Tata, Tesla, Texas Instrument, Toyoda Gosei, Toyota, Troller, TRW, TYC, Uber, Valeo, Varroc, Vauxhall, Velodyne LIDAR, Visteon, Volkswagen, Volvo, Würth Elektronik, Xingyu, ZKW TABLE OF CONTENTS Automotive market trends 13 > Status of the market vehicle sales - Automotive manufacturers and associated brands - Growth drivers > Macrotrends automotive landscape Major players revenue - How significant is the automotive industry? - Change in the industry landscape - Automotive industry under transformation - How styling of automotive is impacting front lighting? Light sources and associated functions/applications 33 > Halogen > Xenon/HID > LED > Laser > OLED > Light source vs. lighting functions/applications Analysis of 2016 automotive lighting market 44 > 2016 Revenue - breakdown by supplier, by region of sale and headquarter location > revenue growth > Drivers - growth of automotive market volume > Drivers - development of advanced front lighting technologies / system > Drivers - development of new light source technologies Analysis of automotive lighting market trends 54 > Market revenue forecast market revenue forecast vs comparison - breakdown by application > In-depth analysis of the front lighting market - Headlamp system - segmentation and penetration rate by technology - LED headlamp system - penetration rate by system type - Technology trends / penetration rates - Market size - headlamp ASP and LED headlamp Automotive lighting industry 74 > Analysis of tier-1 competitive landscape - Market share vs Automotive lighting market - Supplier ranking per region revenue trends for top 15 suppliers market share vs revenue growth - analysis > Company profile > Analysis of chinese automotive lighting market and industry trends - Chinese automotive lighting market - LED penetration rate, trends, market shares, relation between OEMs and Top-5 Tier-1s Packaged LED for automotive lighting 126 > Drivers for LED integration > Challenges for LED integration > LED device suppliers > LED device suppliers - leaders, followers and emerging players > Cost aspects > Trends OLED panel for automotive lighting 140 > Drivers and potential applications > Automotive application roadmap > Challenges for OLED integration - technology, market and industry aspects > Recent trends - BMW - from prototype to production > Future trends - from 2D OLED to 3D OLED Laser diode for automotive lighting 152 > Basic full LED headlamp vs LED headlamp with laser booster > Technical aspects comparison with LEDs > Laser vs. LED > Laser safety Analysis of advanced front lighting systems (AFLS) 162 > Applications - Static bend lighting - Non camera-based adaptive front lighting - Camera-based adaptive front lighting - Glare-free lighting > Development trends - New opportunities with cameras - ECU - Global trends - Importance of software > Future trends / opportunities - Pixel lighting - µafs headlamp - LCD headlamp - Matrix laser headlamp > Technology roadmap and benchmark > ADAS and lighting technologies Interior lighting 216 > Key milestones > Functions/uses - introduction > Architecture evolution > Audi s vision > LG s vision > Toyota s vision Rear combination lamp 224 > Milestones > Product evolution > Technical evolution > Technologies behind styling > OLED RCL > Future trends holography > Lighting signature Non visible lighting for automotive applications 239 > Classification IR LED and laser applications > Classification by function - Night Vision systems - LIDAR - Rain Sensors - Gesture recognition systems - Occupancy sensors - Driver monitoring systems - Photo interrupters > Integration of IR sources and roadmap - Increasing functionality in automotive applications - The future of automotive applications - 3D cameras and iris and gesture recognition - Focus on automotive markets - sensor fusion Analysis of the future of automotive lighting 262 > New functionalities for HD lighting systems > Light for automated driving > Interior lighting: automotive or lounge? > Integration of LIDAR into headlamps > BMW s vision > Mercedes vision > VW s vision > Mitsubishi s vision > Stanley s vision Conclusion 274 Presentation of Yole Développement 277 RELATED REPORTS Benefit from our Bundle & Annual Subscription offers and access our analyses at the best available price and with great advantages LED Lighting Module Technology, Industry and Market Trends 2017 MEMS and Sensors for Automotive - Market and Technology Trends 2017 IR LEDS and VCSELs - Technology, Applications and Industry Trends Find all our reports on AUTHOR Pierrick Boulay works as Market and Technology Analyst in the fields of LED, OLED and Lighting Systems to carry out technical, economic and marketing analysis at Yole Développement, the More than Moore market research and strategy consulting company. He has experience in both LED lighting (general lighting, automotive lighting ) and OLED lighting. In the past, he has mostly worked in R&D department for LED lighting applications. Pierrick holds a master degree in Electronics (ESEO - France). Find more details about this report here:

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30 3 BUSINESS MODELS o Consulting and Analysis Market data & research, marketing analysis Technology analysis Strategy consulting Reverse engineering & costing Patent analysis Design and characterization of innovative optical systems Financial services (due diligence, M&A with our partner) o Reports Market & technology reports Patent investigation and patent infringement risk analysis Teardowns & reverse costing analysis Cost simulation tool o Media i-micronews.com e-newsletter Communication & webcast services Events: TechDays, forums, About Yole Développement 26

31 A GROUP OF COMPANIES Due diligence Innovation and business maker Market, technology and strategy consulting Manufacturing costs analysis Teardown and reverse engineering Cost simulation tools IP analysis Patent assessment Design and characterization of innovative optical systems About Yole Développement 27

32 OUR GLOBAL ACTIVITY Europe office Frankfurt Paris Nantes Vénissieux Nice HQ in Lyon Yole Korea Yole Japan Greater China office 40% 30% of our business Seoul Tokyo Hsinchu Yole Inc. Phoenix Palo Alto 30% of our business of our business About Yole Développement 28

33 ANALYSIS SERVICES - CONTENT COMPARISON Breadth of the analysis High Technology and Market Report Leadership Meeting Multi- Customers Action Q&A Service Meet the Analyst Custom Analysis Low Depth of the analysis High About Yole Développement 29

34 SERVING THE ENTIRE SUPPLY CHAIN Integrators and end-users Our analysts provide market analysis, technology evaluation, and business plans along the entire supply chain Device manufacturers Suppliers: material, equipment, OSAT, foundries Financial investors, R&D centers About Yole Développement 30

35 SERVING MULTIPLE INDUSTRIAL FIELDS We work across multiples industries to understand the impact of More-than- Moore technologies from device to system Industrial and defense Energy management Transportation makers Medical systems Mobile phone and consumer electronics Automotive From A to Z About Yole Développement 31

36 REPORTS COLLECTION o o o Yole Développement publishes a comprehensive collection of market & technology reports and patent analysis in: MEMS & Sensors RF devices & technologies Imaging Medical technologies (MedTech) Photonics Advanced packaging Manufacturing Advanced substrates Power electronics Batteries and energy management Compound semiconductors Solid state lighting Displays You are looking for: An analysis of your product market A review of your competitors evolution An understanding of your manufacturing and production costs An understanding of your industry technology roadmap and related IPs A clear view on the evolution of the supply chain The combined team of 60+ experts (PhDs, MBAs, industry veterans ) from Yole Développement, System Plus Consulting and KnowMade, collect information, identify the trends, the challenges, the emerging markets, the competitive environments and turn it into results to give you a complete picture of your industry landscape. In the past 19 years, we worked on more than projects, interacting with technology professionals and high level opinion makers from the main players of the industry. Every year, Yole Développement, System Plus Consulting and Knowmade publish +120 reports. Gain full benefit from our Bundle and Annual Subscription offers About Yole Développement 32

37 OUR 2017 REPORTS PLANNING (1/2) MARKET AND TECHNOLOGY REPORTS by Yole Développement o MEMS & SENSORS Acoustic MEMS and Audio Solutions 2017 Integrated Passive Devices Market Status D Imaging & Sensing 2017 Status of the MEMS Industry 2017 Silicon Photonics 2017* MEMS & Sensors for Automotive 2017 High End Inertial Sensors for Defense and Industrial Applications 2017* Magnetic Sensors Market and Technologies 2017 Sensors and Sensing Modules for Smart Homes and Buildings 2017 Sensing and Display for AR/VR/MR 2017** MEMS Packaging 2017 Fingerprint Sensor Applications and Technologies - Consumer Market Focus 2017 o RF DEVICES AND TECHNOLOGIES RF Front End Modules and Components for Cellphones 2017 Advanced RF SiP for Cellphones G Impact on RF Industry: From Wireless Infrastructure to Cellphone Terminals 2017 RF Technologies for Automotive Applications 2017 GaN and Si LDMOS Market and Technology Trends for RF Power 2017 o MANUFACTURING Glass Substrate Manufacturing 2017 Equipment & Materials for Fan Out Technology 2017 Equipment and Materials for 3D TSV Applications 2017 Emerging Non Volatile Memories 2017* *2016 version still available / **To be confirmed o MEDTECH Status of the Microfluidics Industry 2017 Solid State Medical Imaging 2017 Connected Medical Devices: the Internet of Medical Things 2017 Sensors for Medical Robotics 2017 Artificial Organs: Market & Technology Analysis 2017 Organs-on-a Chip 2017 o ADVANCED PACKAGING Advanced Substrates Overview 2017 Integrated Passive Devices Market Status 2017 Status of the Advanced Packaging Industry 2017 Fan Out Packaging: Market & Technology Trends 2017* 3D TSV and 2.5D Business Update - Market and Technology Trends 2017 Advanced QFN: Market & Technology Trends 2017** MEMS Packaging 2017 Advanced Packaging for Memories 2017 Advanced RF SiP for Cellphones 2017 Power Packaging Market and Technology Trends 2017 Embedded Die Packaging: Technologies and Markets Trends 2017 o IMAGING & OPTOELECTRONICS 3D Imaging & Sensing 2017 Status of the CMOS Image Sensor Industry 2017* Camera Module for Consumer and Automotive Applications 2017* Uncooled Infrared Imaging Technology & Market Trends 2017* Solid State Medical Imaging 2017 Embedded Software for Machine Vision Systems 2017** o BATTERY AND ENERGY MANAGEMENT Status of the Rechargeable Li-ion Battery Industry About Yole Développement 33

38 OUR 2017 REPORTS PLANNING (2/2) o POWER ELECTRONICS Status of Power Electronics Industry 2017 Power MOSFET 2017: Market and Technology Trends IGBT Market and Technology Trends 2017 Power Module Packaging: Material Market and Technology Trends 2017 Power SiC 2017: Materials, Devices, and Applications Power GaN 2017: Materials, Devices, and Applications* Materials Market Opportunities for Cellphone Thermal Management (Battery Cooling, Fast Charging, Data Processing, etc.) 2017 Gate Driver Market and Technology Trends 2017 Power Management ICs Market Quarterly Update 2017 Integrated Passive Devices Market Status 2017 Thermal Management for LED and Power 2017 o COMPOUND SEMICONDUCTORS Power SiC 2017: Materials, Devices, and Applications Power GaN 2017: Materials, Devices, and Applications* GaN and Si LDMOS Market and Technology Trends for RF Power G Impact on RF Industry: From Wireless Infrastructure to Cellphone Terminals 2017 Bulk GaN Substrate Market 2017 o DISPLAYS MicroLED Displays 2017 MicroLED IP 2017 Quantum Dots for Display Applications 2017 Phosphors & Quantum Dots LED Downconverters for Lighting & Displays Horticultural Lighting Technology, Industry and Market Trends Automotive Lighting Technology, Industry and Market Trends* Active Imaging and Lidar IR Lighting** LED Lighting Module Technology, Industry and Market Trends IR LEDs and VCSELs - Technology Applications and Industry Trends 2017 Phosphors & Quantum Dots LED Downconverters for Lighting & Displays MicroLED Displays 2017 CSP LED Lighting Module 2017 LED Packaging 2017 Thermal Management Technology and Market Perspectives in Power Electronics and LEDs 2017 PATENT ANALYSIS by Knowmade Consumer Physics SCiO Molecular Sensor Patent-to-Product Mapping 2017 Patent Licensing Companies in the Semiconductor Market - Patent Litigation Risk and Potential Targets 2017 MEMS Microphone: Patent Landscape Analysis 2017 Knowles MEMS Microphones in Apple iphone 7 Plus Patent-to-Product Mapping Microbolometer: Patents Used in Products 2017 Microfluidic Technologies for Diagnostic Applications Patent Landscape 2017 Pumps for Microfluidic Devices Patent Landscape III-N Patent Watch MicroLEDs: Patent Landscape Analysis 2017 Uncooled Infrared Imaging: Patent Landscape Analysis D Monolithic Memory: Patent Landscape Analysis 2017 NMC Lithium-Ion Batteries Patent Landscape Analysis FLUIDIGM Patent Portfolio Analysis o SOLID STATE LIGHTING UV LEDs Technology, Manufacturing and Application Trends* *2016 version still available / **To be confirmed TEARDOWN & REVERSE COSTING by System Plus Consulting More than 60 teardowns and reverse costing analysis and cost simulation tools to be published in About Yole Développement 34

39 OUR 2016 PUBLISHED REPORTS LIST (1/2) MARKET AND TECHNOLOGY REPORTS by Yole Développement o MEMS & SENSORS Gas Sensors Technology and Market 2016 Status of the MEMs Industry 2016 Sensors for Cellphones and Tablets 2016 Market and Technology Trends of Inkjet Printheads 2016 Sensors for Biometry and Recognition 2016 Silicon Photonics 2016 o IMAGING & OPTOELECTRONICS Status of the CMOS Image Sensor Industry 2016 Uncooled Infrared Imaging Technology & Market Trends 2016 Imaging Technologies for Automotive 2016 Sensors for Drones & Robots: Market Opportunities and Technology Evolution 2016 o MEDTECH BioMEMS 2016 Point of Care Testing 2016: Application of Microfluidic Technologies o ADVANCED PACKAGING Embedded Die Packaging: Technology and Market Trends D & 3D IC TSV Interconnect for Advanced Packaging: Business Update 2016 Fan-Out: Technologies and Market Trends 2016 Fan-In Packaging: Business update 2016 Status and Prospects for the Advanced Packaging Industry in China 2016 o MANUFACTURING Thin Wafer Processing and Dicing Equipment Market 2016 Emerging Non Volatile Memories 2016 o COMPOUND SEMICONDUCTORS Power GaN 2016: Epitaxy and Devices, Applications and Technology Trends GaN RF Devices Market: Applications, Players, Technology and substrates 2016 Sapphire Applications & Market 2016: from LED to Consumer Electronics Power SiC 2016: Materials, Devices, Modules, and Applications o LED UV LED Technology, Manufacturing and Applications Trends 2016 OLED for Lighting 2016 Technology, Industry and Market Trends Automotive Lighting: Technology, Industry and Market Trends 2016 Organic Thin Film Transistor 2016: Flexible Displays and Other Applications Sapphire Applications & Market 2016: from LED to Consumer Electronics o POWER ELECTRONICS Power Electronics for EV/HEV 2016: Market, Innovations and Trends Status of Power Electronics Industry 2016 Passive Components Technologies and Market Trends for Power Electronics 2016 Power SiC 2016: Materials, Devices, Modules, and Applications Power GaN 2016: Epitaxy and Devices, Applications, and Technology Trends Inverter Technologies Trends & Market Expectations 2016 Opportunities for Power Electronics in Renewable Electricity Generation 2016 Thermal Management Technology and Market Perspectives in Power Electronics and LEDs 2017 GaN RF Devices Market: Applications, Players, Technology and substrates 2016 o BATTERY AND ENERGY MANAGEMENT Beyond Li-ion Batteries: Present and Future Li-ion Technology Challengers 2016 Stationary Storage and Automotive Li-ion Battery Packs 2016 Opportunities for Power Electronics in Renewable Electricity Generation About Yole Développement 35

40 OUR 2016 PUBLISHED REPORTS LIST (2/2) PATENT ANALYSIS by Knowmade Microbattery Patent Landscape Analysis Miniaturized Gas Sensors Patent Landscape Analysis 3D Cell Culture Technologies Patent Landscape Phosphors and QDs for LED Applications Patent Landscape TSV Stacked Memory Patent Landscape Fan-Out Wafer Level Packaging Patent Landscape Analysis TEARDOWN & REVERSE COSTING by System Plus Consulting More than 45 teardowns and reverse costing analysis and cost simulation tools published in MORE INFORMATION o o All the published reports from the Yole Group of Companies are available on our website Ask for our Bundle and Annual Subscription offers: With our bundle offer, you choose the number of reports you are interested in and select the related offer. You then have up to 12 months to select the required reports from the Yole Développement, System Plus Consulting and KnowMade offering. Pay once and receive the reports automatically (multi-user format). Contact your sales team according to your location (see the last slide) About Yole Développement 36

41 MICRONEWS MEDIA o About Micronews Media To meet the growing demand for market, technological and business information, Micronews Media integrates several tools able to reach each individual contact within its network.we will ensure you benefit from this. ONL I N E ONS I TE INP E e-newsletter i-micronews.com i-micronewsjp.com FreeFullPDF.com Unique, cost-effective ways to reach global audiences. Online display advertising campaigns are great strategies for improving your product/brand visibility. They are also an efficient way to adapt with the demands of the times and to evolve an effective marketing plan and strategy. Benefit from the i-micronews.com traffic generated by the 8,500+ monthly visitors, the 11,500+ weekly readers e-newsletter Events Brand visibility, networking opportunities Today's technology makes it easy for us to communicate regularly, quickly, and inexpensively but when understanding each other is critical, there is no substitute for meeting in-person. Events are the best way to exchange ideas with your customers, partners, prospects while increasing your brand/product visibility. Seven main events planned for 2017 on different topics to attract 100 attendees on average Webcasts Targeted audience involvement equals clear, concise perception of your company s message. Webcasts are a smart, innovative way of communicating to a wider targeted audience. Webcasts create very useful, dynamic reference material for attendees and also for absentees, thanks to the recording technology. Gain new leads for your business from an average of 300 registrants per webcast Contact: Camille Veyrier (veyrier@yole.fr), Marketing & Communication Project Manager About Yole Développement 37

42 CONTACT INFORMATION o o CONSULTING AND SPECIFIC ANALYSIS North America: Steve LaFerriere, Director of Northern America Business Development laferriere@yole.fr Japan & Rest of Asia: Takashi Onozawa, General Manager, Asia Business Development onozawa@yole.fr Greater China: Mavis Wang, Director of Greater China Business Development wang@yole.fr RoW: Jean-Christophe Eloy, CEO & President, Yole Développement eloy@yole.fr REPORT BUSINESS North America: Steve LaFerriere, Director of Northern America Business Development laferriere@yole.fr Europe: Lizzie Levenez, EMEA Business Development Manager levenez@yole.fr Rest of Asia: Takashi Onozawa, General Manager, Asia Business Development onozawa@yole.fr Japan & Asia: Miho Othake, Account Manager ohtake@yole.fr Greater China: Mavis Wang, Director of Greater China Business Development wang@yole.fr Follow us on o FINANCIAL SERVICES (in partnership with Woodside Capital Partners) Jean-Christophe Eloy, CEO & President eloy@yole.fr o GENERAL Public Relations: leroy@yole.fr info@yole.fr About Yole Développement 38

43 About Solid State Lighting LED, OLED and Display Activities LED Lighting Module Technology Industry and Market Trends 39

44 FOCUS ON SOLID STATE LIGHTING LED, OLED AND DISPLAY ACTIVITIES Yole is active throughout the value chain: Example of LED and Sapphire activities Substrate Front-end Level 0 - Epitaxy Nucleation layer n-type layer Active layers MQW p-type layer Front-end Level 1 - Device Production Inspection Masking/Lithography Etching Metallization/Contacts/Mirrors We are active throughout the value chain: from substrates to systems. And we interact with industrial/r&d players from each level. SiC/Sapphire/Silicon/Bulk GaN/Engineered substrates Back-End level 1 - Packaging Die Attach and Interconnections Phosphors Encapsulation and Optics Testing and Binning LED dies LED epiwafer Back-End Level 0 - Packaging Substrate separation and Bonding Die singulation Testing and Binning Mesa LED, Flip Chip LED, Vertical LED structures LED dieson-wafer Module Packaging Substrates PCB Encapsulation and Optics Heatsink Testing and Binning Packaged LEDs LED modules LED systems and applications LED Lighting Module Technology Industry and Market Trends 40

45 FOCUS ON SOLID STATE LIGHTING LED, OLED AND DISPLAY ACTIVITIES Insights on Forecast Methodology Example of LED and Sapphire activities APPLICATION 'What s Behind the Crystal Ball?' Only analysts that follow the industry on a daily basis through interviews and developed market modeling tools based on discussions with key players of the industry. Forecast of standard product market volume unit e.g.: Smartphone, TVs, lamps Forecast of LED market volume in units Split by application, power type low vs. medium vs. high power, package type single vs. multi-die System Plus Consulting expertise in reverse costing/reverse engineering Definition of functions using LEDs e.g.: 'Flash vs. Keypad' for smartphone Definition of LED ASP Per power type, packaged type Definition of manufacturing flows for front-end and packaging process, technologies, materials, yields Split by application, power type, package type Definition of technical requirements e.g.: Efficacy, size Forecast of LED market size in $ Split by application, power type, package type Forecast of LED manufacturing equipment and material markets in units and $ e.g.: Phosphors, encapsulant, dicing equipment Definition of LED penetration rate and competitiveness with alternative technologies e.g.: 'OLED vs. LED' in smartphone Definition of sales levels of key manufacturers in $ Ex: LED, packaging materials, epitaxy materials, manufacturing equipment, MOCVD reactor, substrate Definition of LED die surface in mm² Definition of substrate die surface in mm² and epiwafer volume unit Split by type of substrate Forecast of LED substrate markets in units and $ Split by type of substrate LED Lighting Module Technology Industry and Market Trends 41

46 FOCUS ON SOLID STATE LIGHTING LED, OLED AND DISPLAY ACTIVITIES About Yole s Analyst Team Pars MUKISH - Business Unit Manager - SSL and Display Pars MUKISH holds a master degree in Materials Science and Polymers ITECH - France and a master degree in Innovation and Technology Management EM Lyon - France. Since 2015, Pars MUKISH has taken on responsibility for developing LED, OLED and Sapphire activities as Business Unit Manager at Yole Développement. Previously, he has worked as Marketing Analyst and Techno-Economic Analyst for several years at the CEA French Research Center. A team based on persons having complementary skills and expertise. Dr. Eric VIREY - Senior Market and Technology Analyst - Sapphire and Display Eric VIREY holds a Ph-D in Optoelectronics from the National Polytechnic Institute of Grenoble INPG - France. He works as Market and Technology Analyst in the fields of Sapphire, LED/OLED and Display. In the last 12 years, he has held various R&D, engineering, manufacturing and marketing positions with Saint-Gobain. Most recently, he was Market Manager at Saint- Gobain Crystals, in charge of Sapphire and Optoelectronic products. Pierrick BOULAY - Market and Technology Analyst - SSL Pierrick BOULAY holds a master degree in Electronics from ESEO France. He works as Market and Technology Analyst in the fields of LED, OLED and Lighting Systems to carry out technical, economic and marketing analysis. He has experience in both LED lighting general lighting, automotive lighting and OLED lighting. In the past, he has mostly worked in R&D department for LED lighting applications LED Lighting Module Technology Industry and Market Trends 42