Taiwan factory enters the new blue sea of ​​automotive LED market

The market for vehicle light sources is entering the era of LED with the growth of hybrid electric vehicles and energy-saving electric vehicles. Recently, Taiwan's Jingdian, Yiguang, Longda, Dongbei and Yuyuan have begun to set up a new blue sea-car LED market with high gross profit margin and high barriers to entry. However, limited by product competition, each has just begun. The home is regarded as the highest priority for the LED layout of the car.

Li Bingjie pointed out that this year's new products will be quickly introduced, and the internal sales of new products will reach 1 billion yuan (the new Taiwan dollar, the same below). Li Bingjie said that the new products include commercial lighting such as "LED filament" and "high-directional LED light source", which are expected to be launched at the end of the second quarter of this year and will be officially shipped before the end of this year. It is understood that the technical strength of the crystal LED in the car is rapidly rising to facilitate the card position.

In the automotive LED market, Jingdian has successfully entered the position of BENZ and BMW. Although it has entered the entry-level indicator display light source at the beginning, there is a demand for 30~40 LED products in one car, which will help the future. The growth has stabilized the foundation.

At present, the industry has already announced that there will be a number of automotive LED product opportunities this year, including infrared IR products for automotive night vision (reversing radar and driving recorder), and more high-standard four-element UHB products for automotive applications. Lighting, car lights, direction lights, daytime lights. However, the most attention of the industry is the progress of the highest standard headlights in automotive LEDs.

AUO's LED factory, Lunda, has also achieved initial results in the automotive LED market, and has been shipping to the automotive LED aftermarket since this year. Dongbei is in the market of dashboards and daytime running lights; Yuanyuan is considering the automotive LED market as a differentiated market with its future partner Sanan, and is currently conducting a new stage of research and development.

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