High heat! Summary of recent trends in automotive lighting market

Xiaomi invests in automotive LED module solutions



Supplier: Crystal Optoelectronics



Enterprise investigation shows that on July 20, Shanghai Jinghe Optoelectronic Technology Co., Ltd. (hereinafter referred to as "Jinghe optoelectronic") underwent industrial and commercial changes, and the new shareholder Beijing Xiaomi Zhizao equity investment fund partnership (limited partnership), holding 13.57381%, is the second largest shareholder of the company.



According to the data, Jinghe optoelectronics was established in 2011. It is an automotive LED module solution supplier, focusing on the automotive LED lighting field. It is mainly engaged in research and development, design, production and creation of digital and intelligent lamps with the main engine manufacturer. The company's main products are optical modules, drivers and controllers (ECU), providing customers with a complete set of electronic software and hardware architecture solutions for one-stop lamps. We are committed to building a better automotive lighting system in the future of energy saving and carbon reduction and intelligent driving.

Jinghe tail lamp products are installed on BYD song plus models



Since Lei Jun announced to build cars, investment has also been a major foothold for Xiaomi to build cars. It is reported that Hubei Xiaomi Changjiang Industrial Fund partnership (limited partnership) also invested in yinglefei semiconductor (Nanjing) Co., Ltd., which focuses on automotive semiconductors, before taking shares in Jinghe optoelectronics.



In addition, before Xiaomi's shares, Jinghe optoelectronics had completed the a + round of financing in December last year, and the leading investor at that time was Baidu venture capital. Previously, Baidu and Geely have established "Jidu automobile", which has released the first mass production concept car "robo-01" in July this year.



Molding technology and Ma Ruili signed cooperation agreements



Aim at the automotive exterior market



On the evening of July 22, molding technology announced that on July 22, 2022, the company signed the strategic cooperation framework agreement on joint development of new automobile exterior products business with Ningbo Huaxiang and Shanghai Branch of Marelli auto parts (Wuhu) Co., Ltd. (hereinafter referred to as "Marelli China lights").



It is reported that molding technology is mainly engaged in the development, production and sales of automobile bumper and other parts, plastic products, molds and molding high-tech products; Ningbo Huaxiang is mainly engaged in the development, production and sales of auto parts; The main business of Marelli China lamps is to develop, manufacture and sell automotive lighting and sensing systems.



The framework agreement is signed this time. The scope of products to be cooperated mainly includes new automobile exterior decoration products, i.e. automobile grille and automobile bumper integrated with automobile lighting and perception system, including but not limited to lighting grille, intelligent lighting front-end integrated panel and intelligent lighting rear-end integrated panel.



In terms of cooperation mode, Marelli China Lighting Co., Ltd. makes use of its product advantages and customer channels in lighting and sensing system, Ningbo Huaxiang makes use of its product advantages and customer channels in automotive exterior products, and molding technology makes use of its product advantages and customer channels in automotive exterior products to jointly respond to the needs of new automotive exterior products and jointly promote new automotive exterior products in the main engine plant. The cooperation is valid for two years.



Molding technology said that the signing of the framework agreement with Ningbo Huaxiang and Ma Ruili China Light will help the company develop business opportunities in new automobile exterior products.



Xingyu shares changed the purpose of the raised funds of 500 million yuan,



Plus led through front light



On July 21, Xingyu announced that the project of "electronic factory in Intelligent Manufacturing Industrial Park" with a fund of 545 million yuan was changed to "phase V of Xingyu Intelligent Manufacturing Industrial Park", and the other investment projects with raised funds remained unchanged.



Xingyu Co., Ltd. pointed out that the company intends to meet the increasing demand for lamp electronics by improving the production efficiency of the existing electronic factory, optimizing the production layout under the existing plant conditions, and appropriately increasing the electronic production line. Therefore, the existing plant has met the requirements of subsequent customers' orders, and no new electronic factory is temporarily built.



On the other hand, automobile lamps have gradually expanded from the original simple lighting function to modeling, perception and interaction functions. Due to the dynamic change of the vehicle, the function of the front air intake grille is cancelled, and new lamps such as light-emitting grille lamp, star ring lamp and interactive lamp come into being. The whole front area of the vehicle can achieve the lighting effect. In the future, there will be an obvious trend in the direction of penetration and integration in the shape of automobile front lights, and the product functions will be greatly improved.



Through market research and collection of customer information, Xingyu also found that head new power company, mainstream independent brand company, luxury brand automobile company, etc. all take the penetrating front lamp as the highlight of the whole vehicle; At the same time, the lighting related technologies such as light-emitting grid lamp, star ring lamp and interactive lamp are not exclusive to new energy vehicles. They are the same as the conventional LED light source, but the difference is that some of them can achieve dynamic and rhythmic effects.



Therefore, Xingyu said that the main reason for this project change is that the company judged that the penetrating front lamp will have a good prospect and a huge market, and the construction content is the penetrating front lamp factory.

新项目主要产品为电动汽车领域贯穿式整体前部车灯，包括星环灯、格栅灯两类产品，The main products of the new project are penetrating integral front lamps in the field of electric vehicles, including star ring lamps and grille lamps, both of which use led vehicle model group light sources. After the completion of the project, it can form a production capacity of 1 million new star ring lamps and grille lamps of various specifications, including 500000 star ring lamps and 500000 grille lamps. The project plans to build a two-story steel structure combined plant with a building area of 33959.00 square meters.



In recent years, with the acceleration of the trend of "electrification, intelligence and networking" in the automobile industry, the whole front area of the automobile can achieve the lighting effect. In the future, there is an obvious trend that the shape of the car front lamps will develop in the direction of penetration and integration, and the penetration and integration front lamps have a broad development space.



First half of 2022 crystal energy optoelectronic automobile front loading



LED devices grow sevenfold



On July 21, Jingneng optoelectronics reported that in the first half of the year, the sales volume of the front mounted LED devices of Jingneng optoelectronics automobile increased by 700% +, successfully entered the supply chain of many well-known host manufacturers, and the business entered the track of rapid development. At present, crystal energy optoelectronic front mounted products are mainly used in automobile headlights, automobile tail and automobile interior lighting.



Looking at the market prospect of automotive lighting, Jingneng optoelectronics began to lay out the automotive lighting market in 2015. As early as August 2016, it passed the ISO / iatf16949:2016 quality system certification and is qualified for manufacturing automotive lighting light source products. With its deep technical accumulation in high-power LED ceramic packaging and CSP, the developed 1 * 2 / 1 * 3 / 1 * 4 and other lamp beads and module products rank among the top in the domestic aftermarket (replacement) market.



In recent years, the wave of changes in the automotive industry brought by new energy vehicles has made the automotive front loading market no longer confined to foreign brands. According to Jingneng optoelectronics, seizing the opportunity of import substitution, the company actively develops the automotive front-end market, integrates the advantages of light source resources from epitaxial chips to packaging and modules, and develops high-power ASL series, EMC series, and medium and small power series. Among them, ASL series products adopt glass fluorescent film technology, which can achieve good thermal and electrical separation, with compact light source design and performance reaching the international first-class level; The 0.5-1w EMC series products have good light color uniformity and can provide better lighting solutions for headlamps and signal lamps.

The automotive front loading market has extremely strict requirements on product quality. According to Jingneng optoelectronics, all the front mounted products of the company have passed the aec-q102 certification and are subject to CPK > 1.67 control. They are applied to automotive headlights, automobile tail and automotive interior lighting. At present, they have successfully entered the supply chain of domestic first-line main engine manufacturers.