2010-2011年全球及中国汽车照明行业研究报告 >> 水清木华研究中心

　　虽然2011年经济形势低迷，人们对经济复苏心存疑虑，但汽车市场还是走势良好，尤其是豪华车。1～8月奔驰全球总销量86.74万辆，其中德国、美国、中国销量分别为16.55、14.84、12.02万辆，分别同比增长2.3%、6.1%、35.8%。1～8月宝马全球销售总量107.34万辆，同比增长16.8%，其中德国、美国、中国市场销售总量分别为19.63、15.59、15.89万辆，分别同比增长13.3%、12%、49.3%。

　　汽车照明领域最大的变化是LED加速占领市场，2010年LED产业产能大幅度扩展，随之而来的是价格狂跌。在Brake-lamp和Tail-lamp领域，LED的普及率迅速提升，预计2015年普及率可以达到70%。另一个变化是采用LED的Head-lamp不再局限于旗舰车型（Flagship Model），混合动力车HEV或EV车开始大量采用LED的Head-lamp。

　　2010年以前，采用LED Head-lamp的车型只有Lexus的LS600H，Audi的A8和R8，Cadilliac的Escalade Platinum。进入2010年后，LED Head-lamp大放异彩。首先是Nissan的LEAF，由ICHIKOH开发，LED数量减至2个，实现了原有HID（高亮度放电灯）1/2的功耗和2倍的寿命，并通过减少部件数量降低了成本。其次是日本三菱的i-Miev，这也是一款类似LEAF的电动车。最近的日本LEXUS的LS450H沿用了LS600H的全LED车灯。

　　2011年初，宝马汽车宣布全LED大灯将会配备到新6系全系车型中。还有奥迪的EV A2 概念车采用全LED灯，奥迪的A3 e-tron concept PHEV车采用全LED灯。台湾裕隆汽车（Yulon Motor）概念车“neora”，也是全LED灯。奔驰2012年上市的A级概念车也全部采用LED车灯。CITEON的HEV车DS5采用LED前灯。

　　此外欧盟规定，从2011年起，所有新生产的汽车都必须增加DRL（day-time running light：日间行车灯）。在DRL方面，目前有5～10％的汽车配备了LED。这一比例5年后有可能会大幅扩大至25～35％以上。

　　不过能提供车用HB LED的厂家仍然只有Lumileds，OSRAM和Nichia。就连Toyota Gosei和CREE都不提供。对绝大多数的LED厂家来说，汽车市场无助于其业绩，即便对Lumileds，OSRAM和Nichia，汽车领域的贡献也微乎其微，毕竟其使用量远低于消费类电子领域。

　　采用LED Head-lamp的汽车销量预计在2015年可以达到8%左右，主流的Head-lamp仍然是卤素Halogen，在C级车中，Xeon氚灯已经成为主流，普及率已经超过80%。

2010-2011年全球主要汽车照明厂家收入（单位：百万美元）

　　日系汽车照明厂家虽然占据霸主地位，但是其增长乏力，专注于日本市场的STANLEY出现衰退，小糸（Koito）依靠扎根中国大陆市场，还能维持微幅增长。而德系汽车照明厂家受益于德国豪华车的拉动，增长强劲。Hella、AL（Automotive Lighting）、ZKW都是Audi、BMW、BENZ的供应商，其中AL比例最高。台湾的TYC和DEPO专注于欧美的售后市场（Aftermarket），增长乏力。

Although the gloomy economy in 2011 makes people doubt about global economic recovery, the automotive market, especially the limousine market, presents buoyant development. In Jan.-Aug., 2011, the sales volume of Benz totaled 867,400 units worldwide, and the figures in Germany, America and China registered 165,500, 148,400 and 120,200, up 2.3%, 6.1% and 35.8%, respectively; and the global sales volume of BMW increased by 16.8% YoY to 1.0734 million units, and the figures in Germany, America and China reached 196,300, 155,900 and 158,900, rising 13.3%, 12% and 49.3% YoY, respectively.

The biggest change in automotive lighting industry is that LED boosts to penetrate the market. In 2010, LED suffered price slump in the wake of large capacity expansion. In brake-lamp and tail-lamp sectors, LED gets rapidly popular, with the targeted prevalence of 70% in 2015. Another change is that LED head-lamps are massively applied in HEV or EV, rather than limiting to flagship models.

Before 2010, auto models that employed LED head-lamp only contained Lexus LS600H, Audi A8/R8 and Cadilliac Escalade Platinum. Since 2010, LED head-lamp has embraced its blossom. For example, Nissan LEAF, developed by ICHIKOH, cuts its LED number to 2 ones, reducing half of power consumption and prolonging two-fold of service life while lowering the cost. Another case in point is Mitsubishi i-Miev, a type of EV similar to LEAF. Moreover, the latest LEXUS LS450H draws lesson from LS600H which fully employs LED.

In early 2011, BMW announced to equip LED headlights to its full range of new series 6 models. Audi followed suit, fully employing LED lights on EV A2 concept car as well as A3 e-tron concept PHEV. Additionally, Taiwan-based Yulon Motor’s neora, Benz’s level-A concept car scheduled to go public in 2012 plus CITEON’s HEV DS5 have joined and will join the league.

According to the EU rule, all newly produced cars are required to add DRL (day-time running light) from 2011. Presently, 5-10% automobiles with DRL are provided with LED, and the figure is expected to rise to 25%-35% or more in the upcoming five years.

However, only a few manufactures can provide HB LED, including Lunileds, OSRAM and Nichia. For most LED manufacturers, automotive market makes limited contribution to their performance, even for Lumileds, OSRAM and Nichia. After all, the LED consumption in automotive sector is far less than that in consumer electronics.

The sales volume of cars equipped with LED head-lamps is estimated to hit roughly 8% by 2015. The mainstream head-lamp is still halogen, while for executive cars, Xeon tritium lights have become mainstream, with the popularity rate exceeding 80%.

Revenue of Leading Automotive Lighting Manufacturers Worldwide, 2010-2011(Unit: USD mln)

Japanese automotive lighting manufacturers occupy supremacy, but weak in growth. For instance, Stanley, which focuses on Japanese market, has seen decline; Koito is expected to see moderate growth given its rooting in Mainland China. In contrast, driven by vigorous limousine market, German automotive lighting businesses present aggressive development. In particular, Hella, AL (Automotive Lighting), ZKW are all suppliers of Audi, BMW and Benz, with AL taking up the highest proportion. As for Taiwan-based TYC and DEPO, they focus on the after-sale market of Europe and America, and show slowdown in growth.

第一章、全球汽车市场
1.1、2009-2016年全球汽车产量
1.2、全球汽车产业近况

第二章、中国汽车市场
2.1、中国汽车市场2010年回顾
2.1.1、2010年中国汽车市场纵览
2.1.2、2010年中国汽车市场格局
2.2、2011年中国汽车市场近况

第三章：汽车照明
3.1、汽车照明简介
3.2、汽车照明光源简介
3.3、LED光源优点
3.4、车用LED照明近况
3.5、LED车前灯配光
3.5.1、反射式Reflector
3.5.2、投射式
3.5.3、透镜成像、全反射透镜、DOE透镜
3.6、LED车灯散热
3.7、LED车灯市场
3.8、HID氙气灯
3.8.1、HID氙气灯简介
3.8.2、HID氙气灯市场

第四章、LED产业
4.1､LED产业链简介
4.2､LED产业地域分布
4.3､中国大陆LED产业

第五章：汽车照明产业与市场
5.1、前装（OEM）汽车照明市场规模
5.2、全球汽车照明产业
5.3、全球汽车照明配套体系
5.4、中国汽车照明产业
5.5、中国汽车照明OEM配套情况

第六章、汽车照明厂家研究
6.1、海拉
6.1.1、长春海拉车灯有限公司
6.2、小糸
6.2.1、上海小糸车灯有限公司
6.2.2、广州小糸车灯有限公司
6.2.3、福州小糸大亿
6.3、市光
6.4、斯坦雷
6.4.1、广州斯坦雷
6.4.2、天津斯坦雷电气有限公司
6.5、法雷奥
6.6、伟世通
6.6.1、延锋伟世通
6.6.2、常州大茂伟世通
6.7、马瑞利（Magneti Marelli）
6.8、堤维西
6.9、帝宝工业
6.10、大亿交通
6.11、常州星宇
6.12、江苏彤明
6.13、Zizala
6.14、燎旺车灯
6.15、三立
6.16、浙江天翀

第七章、汽车照明光源厂家研究
7.1､Lumileds
7.2､CREE
7.3､丰田合成
7.4､日亚化学
7.5､OSRAM OPTO

1. Global Automotive Market
1.1. Automotive Output, 2009-2016
1.2. Status Quo Of Global Automotive Industry

2. China Automotive Market
2.1. China Automobile Market in 2010
2.1.1.Overview
2.1.2 Market Pattern
2.2. China Automobile Market in 2011

3. Automotive Lighting
3.1. Profile of Automotive Lighting
3.2.Profile of Automotive Lighting Source
3.3. LED Strength
3.4. Status Quo of Automotive LED Headlamp
3.5. LED Headlamp
3.5.1.Reflection
3.5.2.Projection
3.5.3. Lens-Imaging, Total-Reflection Lens, Doe-Lens
3.6.LED Thermal Management
3.7.LED Automotive Lighting Market
3.8.HID Xeon Lamp
3.8.1.Profile Of HID Xeon Lamp
3.8.2.HID Xeon Lamp Market

4.LED Industry
4.1.LED Industry Chain
4.2. LED Industry by Region
4.3. LED Industry in Chinese Mainland

5.Automotive Lighting Industry & Market
5.1.Market Scale of OEM Automotive Lighting
5.2.Global Automotive Lighting Industry
5.3. Global Automotive Lighting Support System
5.4.China Automotive Lighting Industry
5.5. Supply Relationship of OEMs in China Automotive Lighting Industry

6. Automotive Lighting Vendors
6.1.Hella
6.1.1.Changchun Hella Automotive Lighting Limited
6.2.Koito
6.2.1.Shanghai Koito Automotive Lamp
6.2.2.Guangzhou Koito Automotive Lamp
6.2.3.Fuzhou Koito Tayih Automotive Lamp
6.3.Ichikoh
6.4.Stanley
6.4.1.Guangzhou Stanley Electric
6.4.2.Tianjin Stanley Electric
6.5.Valeo
6.6.Visteon
6.6.1.YFV
6.6.2.Changzhou Da Mao Visteon
6.7.Automotive Lighting (Magneti Marelli)
6.8.TYC
6.9.Depo
6.10.Tayih-Ind
6.11.Changzhou Shinye
6.12.Jiangsu Tongming Auto Lamp
6.13.Zizala
6.14.Nanning Liaowang Auto Lamp
6.15.SL Corporation
6.16.Zhejiang Tianchong Auto Lamp

7. Automotive Lighting Source Vendors
7.1.Lumileds
7.2.Cree
7.3.Toyota Gosei
7.4.Nichia
7.5.Osram Opto

2009-2016年全球轻型车产量地域分布
2009-2016年全球卡车产量地域分布
2001-2010年中国汽车销量
2010年月度中国汽车销量
2006年1月-2010年12月月度中国轿车销量
2010年合资品牌市场厂家占有率
2009-2010年中国汽车市场排量分布
2010年中国汽车市场级别分布
2010年1月-2011年8月中国汽车每月产量
2010年1月-2011年8月中国汽车每月销量
2010年1月-2011年8月中国乘用车和商用车每月产量
2010年1月-2011年8月中国乘用车和商用车每月销量
小系LED投射式设计
LED透镜光学成像系统
全反射透镜成像
DOE透镜
2007-2014年五种汽车光源成本与光照度发展趋势
2008-2015年LED汽车照明市场规模
2009-2014年全球轿车前照灯照明光源分布
2009-2014年中国轿车前照灯照明光源分布
LED产业链
2010-2011年LED产业产值地域分布
2009-2010年MOCVD机台出货量地域分布
2007-2012年全球OE汽车照明市场规模
2011年丰田汽车照明系统主要供应商供应比例
2011年本田汽车照明系统主要供应商供应比例
2011年日产雷诺汽车照明系统主要供应商供应比例
2011年通用汽车照明系统主要供应商供应比例
2011年福特汽车照明系统主要供应商供应比例
2011年大众汽车照明系统主要供应商供应比例
2011年现代汽车照明系统主要供应商供应比例
2008-2011年中国汽车照明主要厂家市场占有率
2010年小系制造所客户分布
2007-2011财年HELLA收入与EBIT
2004-2011财年HELLA收入与员工数
2010财年HELLA收入部门分布
2007-2010财年HELLA收入地域分布
2004-2011财年HELLA收入部门分布
2004-2011年长春海拉收入
2003-2012财年小糸收入与运营利润率
2003-2011财年小糸收入部门分布
2008-2011财年小糸收入地域分布
2004-2011财年市光收入与运营利润率
2007-2011财年市光收入地域分布
市光工业全球机构分布
市光工业日本机构分布
市光主要配套车型
2004-2011财年斯坦雷收入与运营利润率
2005-2011财年斯坦雷汽车照明事业部收入与运营利润率
2008-2011财年斯坦雷收入地域分布
2004-2011年广州斯坦雷收入与运营利润率
2005-2011年法雷奥收入与毛利率
2009-2010年法雷奥收入部门分布
2007-2011H1 法雷奥收入地域分布
2007-2011H1 法雷奥客户地域分布
2009-2010年伟世通收入地域分布
2010年伟世通收入产品分布
2010年伟世通收入客户分布
2011年H1伟世通收入产品分布
伟世通2011年H1收入地域分布
伟世通2011年H1收入客户分布
伟世通内饰部门收入地域分布
伟世通2011年H1 Electronic部门收入地域分布
伟世通2011年H1 Electronic部门收入客户分布
2008-2010年伟世通汽车照明部门收入
2008-2010年伟世通汽车照明部门收入客户分布
2008-2010年伟世通汽车照明部门收入地域分布
伟世通汽车照明部门技术中心全球分布
伟世通汽车照明部门生产基地全球分布
伟世通汽车照明部门主要应用车型
延峰伟士通中国分布
2008-2010年延峰伟世通收入、毛利、净利
2010年延峰伟世通收入客户分布
2010年延峰伟世通收入产品分布
2006-2010年Magneti Marelli收入与Trading Profit率
2009年Magneti Marelli收入部门分布
2002-2011年堤维西收入与运营利润率
2004-2010年帝宝收入与运营利润率
2003-2011年大亿交通收入与运营利润率
大亿集团企业分布
2007-2011年常州星宇收入与运营利润率
2007-2010H1 常州星宇销量产品分布
2007-2010H1 常州星宇销售额产品分布
2007-2010年常州星宇客户结构
江苏彤明车灯主要客户
2006-2011年三立收入与运营利润率
2008-2011年三立收入产品分布
2010年飞利浦照明收入业务分布
2010年飞利浦照明收入下游应用分布
2010年飞利浦照明收入地域分布
2004-2011财年CREE收入与运营利润率
2004-2010财年日亚化学LED部门收入与运营利润率
2008财年欧司朗收入产品分布

LED产业链关键厂家
2010-2011年全球主要汽车照明厂家收入
2009-2011年国内车灯销售前10位
中国车灯厂家主要客户
2005-2009年上海小糸车灯公司LED车灯销售额及占比
上海小糸车灯有限公司2004-2011年收入与运营利润率
天津斯坦雷2004-2010年部分财务数据
深圳斯坦雷2004-2010年部分财务数据
苏州斯坦雷2004-2007年财务数据
湖北法雷奥2004-2010年部分财务数据
2004-2009年常州大茂伟世通部分财务数据
2005-2008年芜湖马瑞利部分财务数据
2010年堤维西大陆子公司财务状况
大亿交通客户
2005-2009年烟台三立部分财务数据
2004-2011年飞利浦汽车照明湖北有限公司财务数据
2005-2011财年丰田合成LED业务收入
欧司朗中国2004-2008年财务数据

Output of Light-Duty Vehicle Worldwide by Region, 2009-2016
Truck Output Worldwide by Region, 2009-2016
Automobile Sales Volume in China, 2001-2010
China Automobile Sales Volume by Month, 2010
China Sedan Sales Volume by Month, Jan.2006-Dec.2010
Market Shares of Joint-Stock Brands, 2010
Displacement Distribution in Chinese Automobile Market, 2009-2010
Levels of China Automobile Market, 2010
Monthly Car Output in China, Jan.2010-Aug.2011
Monthly Car Sales Volume in China, Jan.2010-Aug.2011
Monthly Output of Passenger Car & Commercial Car in China, Jan.2010-Aug.2011
Monthly Sales Volume of Passenger Car & Commercial Car in China, Jan.2010-Aug.2011
LED Projection-Type Design of Koito
Optical Imaging System of LED Lens
All-Reflection Imaging of Lens
DOE Lens
Light Source Cost and Illuminance for Five Auto Models, 2007-2014
LED Auto Lighting Market Size, 2008-2015
Lighting Source Distribution of Sedan Headlamp Worldwide, 2009-2014
Lighting Source Distribution of Sedan Headlamp In China, 2009-2014
LED Industry Chain
Output Value of LED Industry by Region, 2010-2011
MOCVD Shipment by Region, 2009-2010
OE Automotive Lighting Market Size Globally, 2007-2012
Supply Ratio of Toyota’s Leading Auto Lighting System Suppliers, 2011
Supply Ratio of Honda’s Leading Auto Lighting System Suppliers, 2011
Supply Ratio of Renault’s Leading Auto Lighting System Suppliers, 2011
Supply Ratio of GM’s Leading Auto Lighting System Suppliers, 2011
Supply Ratio of Ford’s Leading Auto Lighting System Suppliers, 2011
Supply Ratio of VW’s Leading Auto Lighting System Suppliers, 2011
Supply Ratio of Hyundai’s Leading Auto Lighting System Suppliers, 2011
Market Shares of Leading Auto Lighting Manufacturers in China, 2008-2011
Customer Distribution of Koito Mfg, 2010
Revenue and EBIT of HELLA, FY2007-FY2011
Revenue and Workforce of HELLA, FY2004-FY2011
Revenue of HELLA by Division, FY2010
Revenue of HELLA by Region, FY2007-FY2010
Revenue of HELLA by Division, FY2004-FY2011
Revenue of Changchun Hella Automotive Lighting Limited, 2004-2011
Revenue and Operating Margin of Koito Mfg, FY2003-FY2012
Revenue of Koito Mfg by Division, FY2003-FY2011
Revenue of Koito Mfg by Region, FY2008-FY2011
Revenue and Operating Margin of ICHIKOH, FY2004-FY2011
Revenue of ICHIKOH by Region, FY2007-FY2011
Offices of ICHIKOH Worldwide
Offices of ICHIKOH in Japan
Major Mating Auto Models of ICHIKOH
Revenue and Operating Margin of STANLEY, FY2004-FY2011
Revenue and Operating Margin of STANLEY from Auto Lighting Division, FY2005-FY2011
Revenue of STANLEY by Region, FY2008-FY2011
Revenue and Operating Margin of Guangzhou STANLEY, 2004-2011
Revenue and Gross Margin of VALEO,2005-2011
Revenue of VALEO by Division, 2009-2010
Revenue of VALEO by Region,2007- H1 2011
Customer Distribution of VALEO by Region, 2007- H1 2011
Revenue of VISTEON by Region, 2009-2010
Revenue of VISTEON by Product, 2010
Revenue of VISTEON by Customer, 2010
Revenue of VISTEON by Product, H1 2011
Revenue of VISTEON by Region, H1 2011
Revenue of VISTEON by Customer, H1 2011
Revenue of VISTEON from Interior Division by Region
Revenue of VISTEON from Electronic Division by Region, H1 2011
Revenue of VISTEON from Electronic Division by Customer, H1 2011
Revenue of VISTEON from Auto Lighting Division,2008-2010
Revenue of VISTEON from Auto Lighting Division by Customer,2008-2010
Revenue of VISTEON from Auto Lighting Division by Region,2008-2010
Global Presence of Technical Center under Auto Lighting Division of VISTEON
Global Presence of production Base under Auto Lighting Division of VISTEON
Major Application Auto Models of Auto Lighting Division of VISTEON
Distribution of YFV in China
Revenue, Gross Profit, Net Income of YFV, 2008-2010
Revenue of YFV by Customer, 2010
Revenue of YFV by Product, 2010
Revenue and Operating Margin of Magneti Marelli, 2006-2010
Revenue of Magneti Marelli by Division, 2009
Revenue and Operating Margin of TYC, 2002-2011
Revenue and Operating Margin of DEPO, 2004-2010
Revenue and Operating Margin of TAYIH-IND, 2003-2011
Enterprise Layout of TAYIH-IND Group
Revenue and Operating Margin of Changzhou Shinye, 2007-2011
Sales Volume of Changzhou Shinye by Product, 2007- H1 2010
Sales Value of Changzhou Shinye by Product, 2007- H1 2010
Customer Structure of Changzhou Shinye, 2007-2010
Major Customers of Jiangsu Tongming Auto Lamp
Revenue and Operating Margin of SL Corporation, 2006-2011
Revenue of SL Corporation by Product, 2008-2011
Revenue of LUMILEDS by Business, 2010
Revenue of LUMILEDS by Application, 2010
Revenue of LUMILEDS by Region, 2010
Revenue and Operating Margin of CREE, FY2004-FY2011
Revenue and Operating Margin of LED Division under NICHIA, FY2004-FY2010
Revenue of OSRAM OPTO by Product, FY2008

Key Producers in LED Industry Chain
Revenue of Leading Auto Lighting Manufacturers Worldwide, 2010-2011
Top 10 Auto Lamp Sellers in China, 2009-2011
Major Customers of Chinese Auto Lamp Manufacturers
Sales Value and Its Proportion of LED Auto Lamps of Shanghai Koito Automotive Lamp, 2005-2009
Revenue and Operating Margin of Shanghai Koito Automotive Lamp, 2004-2011
Financial Data of Tianjin Stanley, 2004-2010
Financial Data of Shenzhen Stanley, 2004-2010
Financial Data of Suzhou Stanley, 2004-2010
Financial Data of Hubei VALEO, 2004-2010
Financial Data of Changzhou Da Mao VISTEON, 2004-2009
Financial Data of Wuhu MAGNETI MARELLI, 2005-2008
Financial Data of Chinese Mainland-Based Subsidiaries Affiliated with TYC , 2010
Customers of TAYIH-IND
Financial Data of Yantai SL Corporation, 2005-2009
Financial Data of Hubei LUMILEDS, 2004-2011
Revenue of Toyota Gosei from LED Business, 2005-2011
Financial Data of Osram Opto China, 2004-2008