As a large automobile consumption market, at the end of 2015, China's car ownership has reached 172 million, and continues to showed a trend of rapid growth. Can be predicted that the next few years China's demand for auto parts and after-sales service market will be significantly increased, and there exists a huge car lighting market development potential.

For now, however, in China's auto lighting supply chain, from the device, to module to lights, joint ventures and foreign manufacturers have occupied the most market share, domestic manufacturer is unable to compete with them.

Domestic packaging companies involved in automotive LED the market, still give priority to install later

On the device side, at present, the component supplier to osram, day of, Lumileds and other international companies, most of the vehicle headlights are using their devices. In addition to light, bright, also in actively expand the market, major market share in the areas of taillights.

Due to the oems usually for lamp supplier product quality and technology and the demand is higher, automotive lighting core technology is also relatively closed, so into the vehicle supply chain in mainland China native device manufacturers, rarely close with international companies. But China's packaging companies are mainly in power car lighting market by various means, trying to break the monopoly situation gradually.

The auspicious light electricity is three Ann photoelectric with chery to the joint venture company in 2010. In July 2015, the auspicious light electricity and Beijing automotive group, a subsidiary of Beijing auto silver cheung signed a cooperation agreement, for baic silver xiang production lights as well as the application of LED products, mainly contains the tail lights, lights, and interior lights. And security of electricity in the room for the project in the share of not less than 70%. In addition, the auspicious light electricity customers also include chery, foton, zhongtai, etc. In 2014, the auspicious light electricity revenue of 80 million yuan.

Hon optoelec 100% subsidiary Buddha of signal in 2013, entered the automotive LED market. Buddha to signal the main products include car lights and headlight, part adopts hon lee LED device, the main customers still for foreign markets, has yet to cut into the supply chain of the vehicle.

In addition, other device manufacturers such as Switzerland abundant in China, has also been gradually developing automotive LED product line, but still after loading is given priority to, and market share is small, into the front loading markets will take time.

Native broken lamp module market with Taiwan manufacturers

In the module, the Chinese market the larger domestic manufacturer is a handful. Byd has a complete industrial chain, so its brand models of lamp module for independent production. In addition fila sound hold more than a 90% stake in Shanghai SAN aperture industry, and its wholly owned subsidiary of Shanghai morning aperture photoelectric also for local module manufacturers. Automotive lighting business revenue of RMB 442 million in 2014.

St aperture morning aperture photoelectric industry was founded in 2004, now all the products are for automotive original form a complete set, with larger Stan ray lamp factory, such as guangzhou, changzhou, visteon, Shanghai magna donnelly, tianjin Stan ray, wuhu AL, changzhou xing yu, changchun hella her, fuzhou, zhejiang day small si big million such close cooperation, product application in faw Volkswagen, Shanghai Volkswagen, faw audi, Shanghai gm, guangzhou Honda, faw Toyota, changan ford, chery, faw car, such as China, the Great Wall, jac brand cars. The main products include rear lights, brake lights, fog lamps, lights, and interior lights, module, etc. In addition the company also agent osram automotive bulbs. In 2014, the company production and sales of light more than 80 million sets.

In addition, China's basic lamp module front loading market dominated by a Taiwanese manufacturers. The share is the largest, the most active vendor for LiQing layout, 2015 LED lamp module revenue of about 510 million yuan, of which 90% from mainland China market.

LiQing was founded in 1999, in 2005 started to develop LED light business, set up and factory in Taiwan lamp assembly lines, and factories in Shanghai in 2008, production of automotive LED module, front loading and cut into the China market.

Currently the main customers of the China home depot and joint ventures and foreign lamp factory, include Shanghai small si, guangzhou small si, Great Wall automobile, byd, etc. The Great Wall in the past two years due to the increasing sales volume of SUV models rapidly, and new models with comprehensive LED day lights, thus became the major source of revenue of LiQing, currently occupies the 40% of its revenue share, the Great Wall at the full range of car headlights module are LiQing supply.

Shanghai small si for LiQing supply 50% of the module. Beginning in 2016, LiQing LED headlight modules gradually began to shipment, and through the Shanghai small si supplied to changan and vehicle manufacturers such as chery jaguar for car models sold in the Chinese market.

Except LiQing other Taiwan manufacturers such as the European put, dun Yang also value the Chinese market, expanding production capacity, with local depot lamp factory, or larger foreign lamp factory cooperation, into the light of the supply chain in China.

Break the existing situation, the Chinese lamp factory is trying to cut into the supply chain of the vehicle

In light section, with the largest share for foreign or joint venture manufacturers such as small si, hela, valeo, Stan ray, etc. Most of these vendors and saic, baic line depot has a joint venture relationship, supply relationship is relatively fixed, so local lamp factory is hard to cut. In spite of this, China's auto are still actively looking for into opportunities, starting from the technical threshold low interior lights, gradually in application, such as fog lights, tail lights, and then develop headlight high margin.

The biggest local auto - star yu shares have been successfully cut to faw Volkswagen, faw Toyota and chery depot supply chain, and joint venture brand car sales revenue accounted for more than 70%, headlamps, share close to 7%.

In addition to the star yu stake, most of the domestic auto and modification is given priority to, the market will still smaller. But her, zhejiang zhejiang days Carrie, nanning meteor flourishing lamp factory before active layout also hold the market, such as, directly involved in as the new models of synchronous development.

Focus on plant needs, to break the monopoly pattern

Overall, although China light industry is still in the hands of a few international companies, but the automotive lighting industry with high gross margin and vast market potential has become the focus of companies look good. As the technology further breakthrough, as well as China's local carmakers continued, market monopoly situation is expected to gradually be broken.

In addition, the LED is growing widely application in the light, in addition to the high-end joint models, many local Chinese brands are also actively promote the trial LED lights. Though still with interior lights, day light and rear light is given priority to, but the popularity of LED lamps is just around the corner. The trend for Chinese native lamp manufacturers expand the market opportunity. Enterprise to improve its technology at the same time, also should focus on the depot demand, establish cooperation relations, follow the vehicle development process for product development, corresponding to occupy a place in the fierce competition of the market.