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Automotive lighting industry research report: Intelligent upgrade of vehicle lighting, through-light

(Report producer/author: Donghai Securities, Huang Hanxu)


1.1. Matrix: Volkswagen and independent brands promote application and gradually drop to the range of 100,000-150,000 yuan

The penetration rate of LED headlights in the passenger car field exceeds 50%, and matrix type has become a new upgrade direction. Car headlights have gone through stages such as kerosene, acetylene, halogen, xenon, and LED. Since 2017, with the decline in LED costs and the increase in energy consumption requirements, they have features such as higher light intensity, lower energy consumption, and longer service life. Advantages of LED headlights quickly replace halogen headlights. According to the sales data of the Passenger Car Association and the vehicle configuration data of Pacific Automotive Network and Bitauto.com, the penetration rate of LED headlights in the passenger car market in the first half of this year is around 55%.

Among the top 15 sales models, (1) sedans: New Lavida, Camry, New Bora, Sagitar, BYD Han, Ralink, BMW 5 Series, BMW 3 Series, etc. are all equipped with LED headlights as standard; (2) SUVs: BYD Song, Special Tesla Model Y, Haval H6, Honda CR-V, Changan CS75, Mercedes-Benz GLC, Audi Q5, BMW X3, Toyota RAV4, Wilanda, Tiguan, etc. are equipped with standard LED headlights; (3) MPV: Buick GL8, Senna , Trumpchi M8, Odyssey, Alison, Capgemini, Kustu, etc. come standard with LED headlights. Overall, the best-selling models of sedans and SUVs are basically equipped with or are equipped with LED headlights in some versions, but the penetration rate of LED headlights in MPV models is slightly lower than that of sedans and SUVs. As car configurations improve, some models are further upgraded to matrix headlights.

Matrix headlights can implement ADB functions and have significant advantages over mechanical ADBs in terms of response speed and lighting effects. There are multiple LEDs inside the matrix headlight. The LED light sources inside the headlight are grouped. Each group forms a high-beam lighting component. Each LED light body can independently adjust the brightness or turn off, and realize follow-up steering through different light distribution patterns. , precise lighting, controlled illumination range, dynamic turn signals, headlights to remind pedestrians and many other functional configurations to improve night driving safety. The traditional mechanical ADB uses a motor to adjust the headlights up, down, left and right, or changes the light pattern of the headlights by rotating the visor, but the adjustment is slow and the accuracy is not high. Matrix headlights can realize the functions of mechanical ADB and are superior to mechanical ADB in terms of response speed and lighting effects.

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The penetration rate of matrix headlights in the first half of this year is estimated to be around 6%. According to sales data from the Passenger Car Association and model configuration data from Pacific Automotive Network and Bitauto.com, the penetration rate of matrix headlights in the first half of this year was around 6%. Among the top 15 sales models, (1) Sedan: Some versions of BYD Qin Pro New Energy are equipped with matrix headlights; (2) SUVs: BYD Song Pro New Energy, Haval H6, Audi Q5, Tiguan and other models or some versions are equipped with matrix headlights headlights. (3) MPV: Buick GL8, Trumpchi M8, Fengxing, Trumpchi M6, Capgemini and other models or some versions are equipped with matrix headlights. By vehicle type, the penetration rate of matrix headlights in the MPV and SUV fields is higher than that in the sedan field.

In terms of brands, North and South Volkswagen have a higher proportion of matrix headlights, followed by BYD, Geely, GAC Trumpchi and other independent brands; the price range of supporting models has gradually dropped to the 100,000-150,000 yuan range. According to the vehicle model configuration data of Pacific Automotive Network, brands currently equipped with a high proportion of matrix headlights include North and South Volkswagen, as well as independent brands GAC Trumpchi, BYD, Geely, etc. Other joint venture brands such as SAIC-GM, Changan Lincoln, GAC Toyota, Polestar, Sihao, etc., and independent brands such as Great Wall, Chery, Changan, Jihu, Hongqi, Wuling, etc. are also equipped with matrix headlights in some models.

From the price point of view, (1) North and South Volkswagen: Models equipped with matrix headlights are generally in the price range of more than 200,000 yuan, and a few models with 150,000-200,000 yuan such as ID.3 and Lingdu are also equipped or optionally available in high-end versions. Equipped with matrix headlights. (2) Independent brands: Matrix headlights are mostly matched with models above 150,000 yuan, and gradually drop to the 100,000-150,000 yuan level, such as Chery's Tiggo 7 PLUS, SAIC-GM-Wuling's Capgemini, and GAC Trumpchi's GS4 PLUS The prices of other models are all below 150,000 yuan. Currently, models equipped with matrix headlights can cost as little as 100,000 yuan.

(1) Volkswagen: Matrix headlights are an important part of the IQ.Light matrix, with a price range of 150,000-200,000 yuan. The matrix headlights of the Volkswagen IQ.Light matrix provide clear and effective vision in different environments and weather conditions. The low-beam mode can be automatically adjusted according to vehicle speed and scene; it also has a matrix LED dynamic high-beam function that can be automatically turned on, high and low automatic Adjustment functions include AFS steering assist lights and all-weather adaptive headlights. The all-weather adaptive headlights can automatically output various low-beam modes such as town mode, classic mode, and high-speed mode according to vehicle speed and scene. When the matrix dynamic high beam assist function is turned on, it can provide a farther and wider light range than low beam without dazzling the vehicle ahead. At present, among Volkswagen's domestic models, FAW-Volkswagen's ID.6 CROZZ, ID.4 CROZZ, Magotan, Golf and other models, and SAIC-Volkswagen's Tiguan, Touron, Passat, Lingdu and other models have all adopted matrix headlights.

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(2) BYD: Showing family-style design language, the price range is lowered to 150,000-200,000 yuan. BYD's models equipped with matrix headlights include Seal ("Haiyue Dazzling Double U Suspension Headlights"), Han ("Suspended Dragon Crystal LED Headlights"), which cost more than 200,000 yuan ("Suspended Dragon Crystal LED Headlights"), Tang New Energy ("Suspended Type "Dragon Crystal LED Headlight"), etc., as well as Song MAX New Energy ("Diamond Dragon Eye LED Headlight"), Qin Pro New Energy, etc. in the range of 150,000-200,000 yuan. The new model Corvette 07 in the pre-sale stage is also equipped with matrix headlights ("Deep Sea Light and Shadow Crystal Cobalt Headlights"). BYD's Dragon Beam "Dragon Jing" has become the unique family design language of Dynasty models since its release in 2018.

1.2. Pixel type: High-definition lighting technologies such as DLP and Micro-LED enter the field of automotive lighting

In the field of pixel headlights, there are different technical routes such as DLP, Micro-LED, and LCD. Pixel headlights can be regarded as matrix headlights with higher pixels. There are many different technical routes such as DLP, Micro-LED, and LCD. DLP and LCD achieve pixelation through light modulation devices. DLP is more expensive and generally It is used in luxury models, and LCD has not yet been used in mass-produced models; Micro-LED realizes pixelation at the light source level and is expected to be gradually applied on a large scale in mid-to-high-end models. According to car model configuration data from Pacific Automotive Network, Gaohe HiPhi Z and HiPhi X, Chiji L7, Mercedes-Benz C-Class, Volvo C40 and XC40 New Energy, Buick Envision and Regal are all equipped with pixel headlights. Among them, Gaohe HiPhi Z/X, Zhiji L7, and Mercedes-Benz C-Class use DLP technology. The total headlights on both sides can reach 2.6 million pixels, which are matched by Huayu Vision and Marelli AL; several models of Volvo and Buick have 84 pixels. Supported by ZKW.

1.2.1.DLP headlights: million-level pixels, have been used in many mass-produced models

DLP headlights can achieve million-level pixels and were first used in high-end models of Mercedes-Benz and Audi. In recent years, they have been used in new models such as Zhiqi and Gaohe. In 2018, Maybach S used DLP headlights for the first time. Later, DLP headlights were also used in Audi A8, Audi e-tron Sportback, Mercedes-Benz C-Class, etc. Currently, mass-produced models equipped with DLP headlights include Range Rover, Zhiji L7, HiPhi X, Cadillac Reura, Wei Brand Mocha, etc. The high resolution of DLP headlights allows them to not only realize the functions of matrix headlights, but also realize a variety of personalized lighting modes through the programming functions provided by suppliers. For example, the DLP headlights of Zhiji L7 can realize Spot light, light Carpets, projected zebra crossings and other functions, the DLP headlights of Gaohe models can realize functions such as low-speed steering assistance, blind spot lane change warning, driving trajectory prediction, lane departure prompt, pedestrian tracking prompt, pedestrian guidance and yielding, vehicle tracking and masking, etc.

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Marelli AL, ZKW, Huayu Vision, Mander Optoelectronics and other Tier1 companies all have DLP automotive lighting products. The core of DLP digital light processing technology is Texas Instruments' DMD digital micromirror element. DMD includes up to 1.3 million 8*8μm aluminum micromirrors, with a resolution of up to 1.3 million pixels. Under the influence of an electrostatic field, these micromirror elements can each complete up to 5,000 angle changes per second. On the assembly side, many domestic and foreign Tier 1 companies, including Magneti Marelli AL, ZKW, Huayu Vision, Mander Optoelectronics, etc., have deployed DLP headlights and implemented their products in mass-produced models. (1) Marelli AL: equipped with Maybach S and other models. (2) ZKW: Matched with Land Rover Range Rover. (3) Huayu Vision: supporting Zhiji L7, HiPhi X, HiPhi Z, Cadillac Rego, etc. (4) Mande Optoelectronics: supporting Wei brand Mocha.

1.2.2.Micro-LED: 10,000-level pixels, expected to accelerate penetration through cost advantage

Micro-LED headlights have the advantages of low cost and lightweight, and are expected to be widely used in mid-to-high-end models. Tier1 with Micro-LED car lighting technology includes Hella, Marelli AL, etc. (1) Hella: The SSL|HD technology launched by Hella in 2019 has up to 30,000 pixels, which can realize functions such as adaptive lighting, glare-free high beams, lane light signs, welcome scenes, etc., and provides programmable lighting for OEMs Function. Hella has received an order for an electric SUV model from an international automaker and a high-end vehicle order from a German automaker. It is expected to be put into production in Europe and China in 2024. (2) Marelli AL: Marelli AL’s Micro-LED headlights are composed of LEDs with a side length of 40-50 μm arranged in an 80*250 matrix, which can achieve 20,000 pixels. According to Marelli AL data, compared with DLP headlights, Micro-LED headlights can reduce power consumption by 30W, occupy 30% less space, and reduce weight by 1kg.

2. Tail lights

2.1. Through-type: high-looking solution for taillights, widely used by Volkswagen, BYD, new forces, etc.

Volkswagen models have been intensively remodeled, and through-type taillights have been lowered to the 150,000 yuan level. Through-type taillights were first used on Lincoln Continental models in the 1960s. Later, Japan's Acura NSX, Toyota Crown, etc. also used through-type taillights. Since 2014, Audi has used through-type taillights for the Prologue concept car, Audi A7, Audi A8, etc., and has gradually expanded to all Audi models; in recent years, other brands under the Volkswagen Group such as Volkswagen and Porsche have also used a large number of through-type taillights. , from the perspective of Volkswagen’s domestic models, currently FAW-Volkswagen’s Lanjing, Lanxun, Tanyue, Tange, ID.4 CROZZ, ID.6 CROZZ and SAIC Volkswagen’s Passat, Lingdu, Touron, ID.4 X , the latest models of ID.6

New energy vehicle companies attach great importance to styling design, and through-type taillights have become a common choice. In recent years, new energy vehicle companies such as BYD and New Force have begun to use a large number of through-type taillights in new models. (1) BYD: Ocean Network models such as Seal "Sea and Sky Line", Dolphin "Geometric Polyline", Frigate 05 "Geometric Lattice"; Dynasty Network models such as Qin "Dragon Claw Mark", Han "Chinese Knot", Yuan "Feiyu" "Glimpse" and so on are all through-type taillights, showing the marine aesthetics of Haiyang.com and the family-style design concept of Dragon Beam of Dynasty.com. (2) New forces: The application of through-type taillights such as the "star ring lights" of Lili models, the "Eagle Wing tail lights" of the Wenjie M5, the dark blue SL03 "star flame tail lights", the Avita 11 "star ring streamer tail lights", etc. . The through-type taillights of some models such as Wenjie M7 and Xiaopeng G9 can cooperate with the headlights to achieve light language mode. For example, Wenjie M7 can realize "door opening, light response, intelligent welcome; voice wake-up, light flashing, zone response" "After opening the door, if a car comes from behind, the light will turn red and provide an intelligent early warning" intelligent light language function.

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Some models also use through-type lights on the front of the car. Models of Volkswagen, Ideal and other brands also adopt the design of through-type headlights as a type of external ambient light. (1) Volkswagen: In 2020, Volkswagen used through-type headlights for TAOS for the first time. Currently, domestic golf, range cruiser and other models have adopted through-type headlights. According to SAIC Volkswagen's "A Design Plan for Through-type Lighting on the Front of a Car", the through-type front lighting system of Volkswagen models consists of the car logo, car logo bezel, grille body, through-type light strips, grille decorative strips and light strips. The through-type light strip adopts the principle of light guide to convert the LED point light source on the PCB circuit board into a soft linear light source. (2) Ideal: All Ideal models use "star ring lights". The star ring headlights of the new model Ideal L9 are more than 2 meters long, with no breakpoints in the middle. (3) Other brands: BYD Destroyer 05, Chevrolet Trailblazer, Changan CS75 PLUS, Sky ME5, Roewe RX5 and many other models are also equipped with through-type headlights.

2.2. Digitization: pixel improvement promotes the development of tail lights towards information interaction

2.2.1.OLED: Area light source technology, luxury brands such as BBA, Bugatti, and Hongqi have successively deployed

Luxury brands such as BBA, Bugatti, and Hongqi have successively promoted the application of OLED taillights. (1) Audi: In 2016, the Audi TT RS became the first mass-produced model to adopt OLED taillights. Later, models such as the Audi A8 and Audi RS7 Sportback were also equipped with OLED taillights. In 2019, Audi launched digital OLED technology, which greatly increased the number of partitions from the original 4 to more than 50, allowing OLED taillights to achieve a more customized design. With the application of digital OLED technology, the Audi Q5 taillights have realized running lights for coming home, running lights for leaving home, approach indication and other modes, and the Audi A8 and Audi S8 have added dynamic turning functions. (2) Mercedes-Benz: OLED taillights were used in the Mercedes-Benz S-Class in 2017, with a total of 33 zones. The EQA concept car released this year uses the latest technology, and the light strip is a three-dimensional spiral shape. (3) BMW: Since 2015, OLED taillights have been used in M4 Concept Iconic Lights, M4 GTS, M4 CS, BMW 8 Series and this year’s previewed M4 CSL. (4) Bugatti: For the Divo model launched in 2018. (5) Hongqi: The 2020 Hongqi H9 uses OLED taillights, with 4 screens on each side, and each screen has 5 partitions.

OLED taillight applications have dropped to the 300,000 yuan level. In the domestic market, the 400,000-yuan Audi Q5L Sportback is also equipped with OLED taillights on the top-end version, enabling dynamic driving modes and 3 continuous-on modes. Other models can be optionally installed at a price of 9,800 yuan, which is a significantly lower optional price. 25,000 yuan for the Audi A8L. The price of Hongqi H9 is 309,800-539,800 yuan, of which the three versions priced above 369,800 yuan are equipped with the "Beidou Wings" rear combination light dynamic welcome effect, and the OLED taillight application is lowered to the 300,000 yuan level.

The supply system of OLED taillights mainly includes Tier1 suppliers of vehicle light assemblies and Tier2 suppliers of OLED panels, chips, etc. (1) Car light assembly: including Hella, Valeo, Xingyu, etc. Huayu Vision, Yanfeng Plastic Omnium, Mande Optoelectronics, etc. also have related layouts. The OLED taillight products of Hella and Xingyu have been equipped on related models of Audi and Hongqi, while Huayu Vision, Yanfeng Plastic Omnium, Mande Optoelectronics, etc. have cooperated with Yiguang to produce OLED taillight products in small scale or for display.

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(2) OLED panel: including OLEDWorks, Yiguang, etc. Take Audi as an example. The flexible OLED technology used by Audi was jointly developed by Osram, Hella, Audi and others in the R2D2 project of the German Federal Ministry of Education and Research (BMBF). Later, as Osram reduced its investment in OLED, Audi switched to Partner with OLEDWorks. OLEDWorks is the world's leading OLED panel manufacturer. In 2015, it acquired Philips' OLED business, including the Aachen factory in Germany, and is the panel supplier of the Audi A8's digital OLED taillights. Domestic Yiguang was spun off from Visionox in 2015. Its technology comes from the OLED project team of Tsinghua University, and its production bases are located in Gu'an, Hebei and Huaishan, Anhui. The OLED taillights of the Hongqi H9, which will be launched in 2020, are provided by Yiguang and Xingyu. Other suppliers such as Yiguang Technology, Fangsheng Electronics, Jinghe Optoelectronics, BOE, as well as Haosheng, Dibao, Rheniumo, Taiwan Industrial Research Institute, etc. in Taiwan also have relevant layouts.

OLED taillights do not require optics or heat sinks, and have the advantages of being ultra-light, ultra-thin, and flexible. The OLED light source module consists of an OLED screen body, FPC, and screen bracket. The OLED screen body is mainly composed of a substrate, a transparent electrode, an organic light-emitting layer, etc. The principle is to stimulate the organic light-emitting layer to emit light through current. Since organic materials do not need to be formed into single crystals to emit light efficiently, nor do they need to be placed on expensive crystal substrates, luminescence prefetching can cover most substrates and provide a wide-angle, low-glare, and hot-spot-free light source, which is very suitable for large-area light sources. .

According to data from OLEDWorks and Yiguang Technology, the advantages of OLED taillights include: (1) Thinness and lightness: The thickness of the OLED panel is 1 mm and the required installation space does not exceed 25 mm, while the size of inorganic LED components usually exceeds 100 mm. At the same time, the operating temperature of OLED is only 36°C, which is lower than the 60°C of LED. It no longer requires a heat sink. As a surface light source technology, it does not require complex optical devices, which can effectively reduce weight and reduce assembly production. The amount of work required for adjustment and assembly is negotiable. (2) Flexible: OLEDs can be easily stacked to produce different brightness and colors, and are also easier to process into various shapes and sizes due to their special materials.

Digital OLED technology enables light language. According to OLEDWorks, OLED panels can be designed into multiple individually addressable segments, providing high contrast between segments without crosstalk, creating the possibility for light language, allowing OLED taillights to assume the role of interactive displays in addition to signaling functions. , communicate dangers and sudden changes in vehicle speed or road conditions to surrounding vehicles or pedestrians, improving road safety. With the development of digital OLED technology, the number of partitions in OLED taillights continues to increase. For example, OLEDWorks' latest automotive OLED panel has more than 600 partitions. The digital OLED taillight jointly developed by Yiguang and STMicroelectronics has 1434 pixels, which can realize interaction. , decoration, welcome, farewell, driving outline and other functions, and shows the possibility of realizing braking, steering, reversing and other functions in the future.

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2.2.2.Surface LED: A low-cost alternative to OLED taillights, already used in many models

Surface LED technology is used in many Volkswagen models and has been introduced in new models by Land Rover. Starting from 2020, Volkswagen will use Surface LED technology in ID.4, ID.6, Arteon, Taos, Tiguan and other models. The Range Rover Sport released this year also introduced Surface LED technology into a mass-produced vehicle for the first time.

Tier1 manufacturers such as Magna, Huayu Vision, Hella, and Magneti Marelli all have Surface LED car lighting technology, and generally use light guide plates, optical films, etc. to achieve uniform lighting. Surface LED taillights for Volkswagen models come from Magna, Huayu Vision, etc. Other Tier 1 Surface LED technologies include Hella’s FlatLight, Magneti Marelli’s Folia LED, etc. (1) Magna: The taillights of the Volkswagen ID.4 are supplied by Magna and adopt Surface Element Lighting technology. The minimum thickness of a single panel is only 4 mm, and the lighting animation effect can be customized through pre-programming. . (2) Huayu Vision: The IQ.Light LED through-type parallel streamer taillight for the domestic ID.6

(3) Hella FlatLight: It consists of a back cover, a light guide plate, an optical film, and a front lens. It is based on Hella's μMX (micro-optical technology, using innovative light guides) and μDP (metal coating technology, eliminating the need for covers, lenses, etc. ), SmartGlass (display technology) and other technologies, the thickness is only 5 mm, and it only requires 1W to realize all rear combination light functions such as turn signals, brake lights, and tail lights. FlatLight saves 80% energy compared to traditional taillights. According to Hella’s annual report, FlatLight will be mass-produced for an international automobile manufacturer in 2024. (4) Magneti Marelli Folia LED: Using a sandwich design of two LED screens, combining shape and texture, the thin-layer Folia LED technology can reach the thickness of OLED, but the cost is greatly reduced.

Surface LED pixels continue to improve, enabling dynamic display capabilities. Hella's digital FlatLight has achieved a significant increase in pixels. In the digital FlatLight prototype released in 2021, the front SmartGlass is divided into 44 triangular parts, making it easier to program the appearance of the new car lights. It can also be programmed through the application or Software updates enable new business models such as installing and adjusting graphics. The lights can be adjusted according to the driving mode and can display and warn road users with text or symbols such as traffic jams or icy roads, or graphics showing the electric vehicle's battery level. HELLA says it will further increase the resolution and functional range of the rear combination lights by integrating Active Matrix Displays technology.

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3.Ambient lighting

3.1. Interior lights: integrated into the smart cockpit to create an immersive experience

Interior ambient lighting is used in several areas inside the cabin. Interior ambient lighting is generally used in dashboards, car doors, center consoles, ceiling lights, sunroofs, car light sheds, front and rear footrests, rear seats and other areas, in the form of light strips or dots. From the perspective of lighting forms, they include point light source direct ambient lights (composed of light distribution masks, LED circuit boards, and shells), point light source light strip ambient lights (composed of light emitting modules, light guides, and mounting brackets), point Light source surface-emitting ambient lights (composed of luminous mask, surface light guide, LED circuit board, casing), etc., are used in different areas of the cabin.

The penetration rate of ambient lighting in the domestic passenger car market is estimated to be around 30%. Based on the latest configurations and sales estimates of major models, the current penetration rate of ambient lighting in the domestic passenger car market is around 30%. According to the sales data of the Passenger Car Association and the model configuration data of Pacific Automotive Network and Bitauto, among the top 15 models in sales in the first half of this year, (1) sedans: Sagitar, BMW 5 Series come with standard ambient lights; Sylphy, New Lavida, Some versions of BYD Qin, New Bora, BYD Han, BMW 3 Series, Emgrand, etc. are equipped with ambient lights. (2) SUVs: Tesla Model Y, Audi Q5, BMW X3 and other standard equipped ambient lights; BYD Song, Haval H6, Honda CR-V, Changan CS75, Changan CS55, Mercedes-Benz GLC, Toyota RAV4, Wilanda, Tiguan Some versions are equipped with ambient lighting. (3) MPV: Alison, Refine, Kustu, etc. are equipped with ambient lights as standard; some versions of BAK GL8, Senna, Trumpchi M8, Fengxing, Trumpchi M6, Mercedes-Benz V-Class and other models are equipped with ambient lights. Generally speaking, German brands have a higher proportion of ambient lighting configurations, followed by independent brands, while Japanese brands have a relatively low proportion of ambient lighting configurations.

Take Volkswagen and new forces with higher ambient light configurations as examples: (1) Volkswagen: Upgraded ambient lights, IQ. Light Genie has scene performance function. Volkswagen’s ambient lights continue to be upgraded. Starting from the 2021 model, the single-color/multi-color/10-color ambient lights of some models will be upgraded to 30 colors, such as the ID.4 launched in 2021, and the 2021 CC, Touron, etc. The IQ. light genie at the front of the cockpit is also an important part of Volkswagen's IQ. technology. According to Volkswagen, Volkswagen's IQ. light genie is a light strip that runs horizontally through the cockpit. It has scene performance functions. Car owners only use color and light dynamic effects. Immediately intuitively sense the vehicle status and reduce the complexity of information reading, including light changes such as welcome when unlocking, farewell when locking, vehicle startup, gear shifting, navigation and steering, etc.

(2) New forces: Ambient lights are linked with car engines, speakers, seats, etc. to achieve personalized lighting changes. New power brands generally attach great importance to the configuration of ambient lighting. For example, Leapmo C11/S01, Nezha S, etc. are equipped with infinite color-changing ambient lights. Ideal L9, Weilai ET5/ET7/ES6, Zhiji L7, etc. are equipped with 256-color ambient lights. Wenjie M5, HiPhi X and other models are equipped with 128-color ambient lighting. In the smart cockpit, the ambient light can be linked to the car, audio, seats, steering wheel, air conditioner, fragrance, etc., and automatically change color and brightness according to the driving scene, driving mode, driver's mood, movies, music, etc., Xpeng G9 , Wenjie M7, etc. can realize the above functions to achieve immersive video and game experience; Avita 11 uses the in-car camera to change the lighting according to the owner's mood.

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Under the Smart RGB technology route, the cost of multi-color ambient lights is reduced and the transmission speed is increased. Monochromatic ambient lights can adjust the brightness according to different lighting needs, while multi-color ambient lights are based on RGB LED controllers and can realize richer scenes. The color and brightness can be adjusted according to temperature, music, etc. Multi-color ambient lighting technology routes mainly include traditional technology routes and Smart RGB. (1) Traditional RGB ambient light: An ambient light chip controls and drives a single RGB light source and communicates with the body BCM through LIN. The traditional solution requires a large number of electronic components and connecting wires, has slow transmission speed and suffers from electromagnetic interference problems. It is also difficult to ensure the consistency of the color and brightness of each RGB LED light. (2) Smart RGB: Integrate RGB LED, LED driver and communication chain into an IC package. Each IC is an independent node. All nodes and the main controller are connected in series through the bus, and the main controller communicates with the body BCM. . Smart RGB has the advantages of low cost, fast transmission speed, good reliability, and high consistency.

The upstream and downstream of the industry chain jointly promote the application of Smart RGB solutions. The ISELED Alliance was established in 2016 and is committed to the application of smart LED modules in the field of automotive lighting. It currently has more than 30 corporate members, covering light sources, EDS, semiconductors, MCUs, wire harnesses/connectors, Tier1, software, design, Suppliers and research institutions in various aspects such as testing. Among them, Tier1 includes Alps Alpine, Schneider, Dräxlmaier, Hella, Grammer, Antolin, Joyson, Koboda, Magna, Marquardt, Biotech, Preh, Valeo, Xingyu, Yanfeng, etc. Car lighting and interior decoration suppliers; Tier 2 consists of suppliers of light sources, chips, connectors, etc.

3.2. Exterior lights: Volkswagen promotes the extensive application of exterior lights such as light carpet lights, floor lights, LOGO lights, and grille lights.

Exterior lighting is widely used in Volkswagen models and has become an important part of the IQ.Light matrix. Volkswagen's IQ.Light Osmo matrix consists of the Volkswagen logo, welcome floor lamps, headlights, rear taillights, integrated front and rear lights, matrix headlights, etc. With the introduction of IQ.Light, the Volkswagen logo The importance of exterior lights such as , welcome floor lights and so on has been greatly increased. Judging from the configuration of existing models, Volkswagen's exterior lights are distributed in many different locations such as the top of the front grille, exterior rearview mirrors, side markers, door handles, luggage racks, etc. The number is the same as that of CC, Magotan, Golf and other models. It has reached 7-8 places in the car. The new model Tour also adopts full-body exterior ambient lighting, including front face penetrating ambient lighting, fender light strips, front and rear illuminated LOGOs, luggage rack ambient lighting, door handle ambient lighting, and lighting. Floor lights, through-type tail lights, and can be combined with the headlights to achieve welcome and goodbye modes.

Grille lights: developing from a single lighting function to a dynamic interactive light language mode. In addition to Volkswagen models, models such as Changan UNIT, Roewe RX5, Jikrypton 009, and Cadillac Rego are also equipped with grille lights. Some grille lights can realize light language modes. For example, the Roewe RX5 "Fengyu Emotional Interactive Grille Light" consists of 18 DRL modules on both sides to form a "3×6" matrix to form various light language modes; Ruige's "Black" The "Crystal Light Grille" is composed of 58 light strips with independent light sources, which can be lit step by step, and then light up the entire logo, creating the effect of flying wings.

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Light carpet lamp: It is expected to become a carrier of information interaction under the 360-degree lighting solution. Light carpet lights are also called carpet welcome lights, light and shadow carpet lights, and light curtain car lights. Hella, Valeo, Huawei, etc. have layouts. (1) Hella: The light carpet lamp was first installed by Hella in the BMW 7 Series’ “Angel Wings”. The car owner can light up the road on both sides of the car body by lightly pressing the button on the car key. This technology is based on MLA microlens array technology and is installed on the door sill behind the front wheels. It will be domestically produced at Hella’s Changchun plant in 2020. (2) Valeo: In 2021, Valeo announced the development of the first 360-degree lighting solution that completely surrounds the vehicle, projecting operational information onto the ground while the vehicle is driving, such as changing direction or activating reverse gear. Project a short-range welcome message or door-opening signal around to facilitate other road users.

4. Analysis of key companies

4.1. Xingyu Co., Ltd.: the leader in automotive light assembly, expanding star ring light and grille light products

It is the leader in automotive lighting assemblies and has the leading market share in China. The company is one of the leading suppliers of vehicle light assemblies in China. Its products cover all types of headlights, rear combination lights, fog lights, door lights, reading lights, turn signals, parking lights, etc., and are supplied to FAW Volkswagen and FAW Toyota. , SAIC Volkswagen, Chery Automobile, FAW Car and other leading domestic joint venture and independent brands. In 2021, the company's automotive lighting business revenue reached 7.048 billion yuan, accounting for 89% of the company's sales revenue. According to data from Huajing Industrial Research Institute and Yole, the company's domestic market share reached 14%, second only to Huayu Vision; global market share Reach 3%.

The product upgrade path is clear and ASP continues to improve. From 2012 to 2021, the ASP of the company's car lighting products increased from about 39 yuan to about 112 yuan, corresponding to a CAGR of 13%, and it continues to benefit from the dividends brought by product upgrades. Looking back on the company's development history, (1) Product structure improvement: In the early days, the company was committed to promoting the matching of headlight products, the proportion of high-priced headlight products increased, and the proportion of low-priced small light products decreased; (2) LED headlight penetration: In recent years The company grasps the trend of LED headlights replacing halogen lamps and realizes an increase in the amount of headlight bicycle matching; (3) Intelligent car lights: electric vehicle brands have radical lighting configurations, and various new technologies are gradually being commercialized. The company is in ADB headlights , pixel headlights, laser-assisted headlights, OLED taillights and other fields have profound technological accumulation, and are expected to continue to benefit from the popularity of smart car lights.

A new penetrating car lamp factory is built, and the development of star ring lamps and grille lamps is expected. In July this year, the company announced that it would change the original investment project "Intelligent Manufacturing Industrial Park Electronics Factory" to the "Intelligent Manufacturing Industrial Park Phase 5" project. It plans to build a through-type front car light factory and plans to build new star ring lights and grilles. Annual production capacity of 500,000 lamps each. In an industry context where through-type car lights are gradually being widely used, the company's new projects are expected to further help the company expand into this high-growth market segment.

Automotive lighting industry research report: Intelligent upgrade of vehicle lighting, through-light 10

4.2. Keboda: leader in lighting control, smart light source business is ready for development

The leader in lighting control subdivisions and globally competitive. The company is deeply involved in the field of automotive electronics, and its product types cover lighting control systems (light control), motor control systems, energy management systems, intelligent actuators and other categories. Among them, lighting control products are the advantageous products of the company since its establishment. It has profound technical accumulation and global capabilities. Competitiveness. At present, the company's light control products have fully covered main light source controllers, auxiliary light source controllers, tail light controllers, ambient light controllers and other types. Sales revenue in 2021 will reach 1.380 billion yuan, accounting for 49% of the company's sales revenue.

Deeply cooperate with Volkswagen and actively expand Japanese and luxury customers. The company is one of the core companies in the Volkswagen industry chain. Its main light source controller products have been upgraded from early HID electronic ballasts to LED car light controllers. In the field of LED car lights, it has obtained Porsche LHC and LLP product awards in 2014 and 2016. Development rights, product competitiveness and high-end brand recognition. At the same time, the company actively promotes the optimization of its customer structure, and its lighting control products are gradually supplied to global vehicle manufacturers such as BMW, Ford, Renault, Nissan, Honda, and Suzuki. It also develops intelligent light sources and takes advantage of the upgrade of Volkswagen's ambient lighting. In 2020, the company established an intelligent light source center based on the original ambient lighting business. Its products include ambient lighting, reading lights, Smartlight, etc. It has won multiple designated projects from North and South Volkswagen and German Volkswagen, and is gradually supporting the ID.4, CC, Audi A3, Touron and other models. Volkswagen has upgraded the single-color/multi-color/10-color ambient lighting of some models to 30 colors starting from the 2021 model year. The company has benefited from the Volkswagen ambient lighting upgrade trend. In the first half of 2022, the company's smart light source sales revenue increased by 50% year-on-year.

(This article is for reference only and does not represent any investment advice on our part. If you need to use relevant information, please refer to the original report.)

Selected report source: [Future Think Tank]

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