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2022/10/17
According to TrendForce's latest "2023 Global LED Video Wall Market Outlook and Price–Cost Analysis" report, the global LED video wall market for virtual production applications in 2021 was worth approximately US$283 million, an annual increase of 136% Despite being affected by inflation and the global economic downturn, the value of the virtual production LED video wall market is estimated to grow steadily to US$431 million in 2022, or 52% YoY, thanks to the adoption of virtual production technology by more studios
According to TrendForce, LED video walls are replacing traditional green screens, greatly reducing post-production time and video production costs They are used in entertainment and audio-visual industries such as film, television, and commercials, and help increase the immersive experience of on-site participants This effect has become the reason for growth in LED video walls in the field of virtual production applications
Virtual production focuses on high dynamic range (HDR), high frame refresh rate (HFR), and high grayscale (High Grayscale) imaging, emphasizing picture quality, color fineness, and smoothness This application is primarily used as a background display, tiled floor screen, and ceiling screen Due to the demands of filming a scene and budgetary constraints, high-end virtual production background display products require high brightness (>1,500 nits), high resolution (P12-P16), high grayscale (16 bits), high refresh rate (3,840/7,680 Hz), a high frame rate of 60 Hz, and compliance with DCI-P3 (wide color gamut standard)
From the perspective of the supply chain, ROE Visual is currently ranked first in market share among virtual production display manufacturers, followed by INFiLED and SONY Other manufacturers include AOTO, Leyard/Planar, Absen, Samsung, and LG Driver IC suppliers include Macroblock, Chipone, Xm-Plus, Novatek, and SHIXIN In terms of controllers and image processors, manufacturers include Novastar, Brompton Technology, and Megapixel VR
For more information on reports and market data from TrendForce’s Department of Optoelectronics Research, please click here, or email Ms Grace Li from the Sales Department at graceli@trendforcecom
For additional insights from TrendForce analysts on the latest tech industry news, trends, and forecasts, please visit our blog at https://insidertrendforcecom/
2022/07/06
According to TrendForce's latest "2022 Global Automotive LED Product Trend and Regional Market Analysis " report, although demand in the car market will decline in 2022 due to the impact of the Russian-Ukrainian war and China's pandemic resurgence, gains made in the penetration rate of LED headlights coupled with the development of advanced technologies such as intelligent headlights, logo lamps, and intelligent ambient lights will sustain a backstop for market demand in automotive lighting in 2022 At the same time, the soaring cost of plastics will compel automotive lighting product pricing to remain flat or even increase Therefore, TrendForce forecasts that the market value of the global automotive lighting will reach US$3268 billion in 2022, 4% YoY The top five international automotive lighting manufacturers Koito, Valeo, Marelli Automotive Lighting, Hella, and Stanley, maintained a combined market share of 65% in 2021
Whether conventional or electric, car manufacturers have strongly increased the penetration rate of LED headlights in recent years, stabilizing and increasing market share through enhancing product differentiation According to TrendForce investigations, the global penetration rate of LED headlights in passenger cars reached 60% in 2021The penetration rate of LED headlights in electric vehicles was as high as 90%, and the penetration rate in conventional and electric vehicles is expected to increase to 72% and 92%, respectively, in 2022
From a technical standpoint, many ADB Headlight technologies feature in intelligent headlights At this stage, Matrix LEDs with 12~100 LEDs is the mainstream design which utilizes individually controlled high performance LEDs to expand the field of drivers’ nighttime vision, effectively shortening drivers’ reaction time to oncoming obstacles and achieve better roadway lighting At the same time, Glare-Free High Beams reduce discomfort caused by the lights of vehicles ahead of the driver, oncoming vehicles, and pedestrians
The market penetration rate of ADB headlights will only be 32% in 2022 With the gradual improvement of regulations on ADB headlights in various countries, the introduction of Micro LED Pixel Array into ADB headlights can greatly increase the pixels available for accurate independent digital control to 10,000~30,000 When there are more LED pixels, the illumination area can be more flexibly adjusted to increase driving safety and meet the needs of market regulations in various regions and assist lighting manufacturers in reducing the cost of headlight development, production, and logistics in different regional markets The market penetration rate of ADB headlights is forecast to have an opportunity to reach 132% in 2026, which will drive the market value of the overall automotive lighting to reach US$39496 billion in 2026, with a CAGR of 47% from 2021 to 2026
In addition, watch for major mergers and acquisitions in 2021-2022, such as Faurecia's acquisition of Hella to establish a merged Forvia and Plastic Omnium’s acquisition of AMLS (ams OSRAM Automotive Lighting Systems GmbH) and VLS’s automotive lighting business These mergers helped both Forvia and Plastic Omnium integrate interior lighting, mechanical components, in-cabin display, and sensing components for advanced driver assistance systems and autonomous driving trends In the long term, the trend of automotive lighting will develop towards Personalization, Communication Display, and Driver Assistance
For more information on reports and market data from TrendForce’s Department of Optoelectronics Research, please click here, or email Ms Grace Li from the Sales Department at graceli@trendforcecom
For additional insights from TrendForce analysts on the latest tech industry news, trends, and forecasts, please visit our blog at https://insidertrendforcecom/
2021/12/14
TrendForce’s 2020-2021 Global Automotive LED Product Trend and Regional Market Analysis research indicates, the global penetration rate of LED headlights exceeds 60% in 2021 with penetration in new energy vehicles (NEV) exceeding 90%, according to TrendForce’s latest investigations Influenced by growth momentum from increasing automotive market shipments and the rising penetration rate of LED lighting, global automotive LED market value is estimated to be valued at US$351 billion in 2021, a 318% YoY growth rate This demonstrates that LED headlights and automotive display LED products remain the main driving force for growth in the automotive LED market
Although the automotive semiconductor shortage has led to manufacturing bottlenecks among some car manufacturers, since car manufacturers have asked LED producers to continue production, the purchase order status of major automotive LED manufacturers will not be affected before the end of 2021 Among the 2021 revenue rankings of automotive LED manufacturers, the top three companies remain ams-OSRAM, Nichia, and Lumileds These three account for a combined market share of as much as 717%
In terms of automotive lighting, ams-OSRAM has leveraged stable product quality, excellent lighting efficiency, and cost performance to make it the supplier of choice for the world’s high-end cars and new energy vehicles, including high-flying Tesla among its customers This year, ams-OSRAM’s automotive LED revenue grew rapidly and has an opportunity to reach US$1304 billion by year’s end for an annual growth rate of approximately 409% Samsung LED’s PixCell LED has also been successfully integrated into the Tesla Model 3 and Model Y, boosting its automotive LED revenue growth to as much as US$121 million with market share expected to increase to 34%
In terms of automotive display backlighting including dashboard and central console displays, not only are more and more car models equipped with automotive display products, the standard is moving towards larger displays with the current mainstream automotive panel product size at 123-inches Further taking into account features popular in the current market such as HDR, local dimming, and wide color gamut shows that automotive LED market demand will maintain a rapid growth trend in the next five years This will benefit the revenue of Nichia and Stanley with this year’s market share for these two companies expected to reach 231% and 66%, respectively
Relying on the high brightness and compact size of their WICOP product, Seoul Semiconductor’s penetration rate of the automotive headlight market has reached 10% and WICOP has been adopted by car manufacturers including Changan Automobile, SAIC-GM-Wuling, and Nio Revenue is forecast to reach US$155 million with a market share of approximately 44% It is worth mentioning, benefiting from European customer orders, Dominant has the highest annual revenue growth out of the top ten companies in the industry at 463%
For more information on reports and market data from TrendForce’s Department of Optoelectronics Research, please click here, or email Ms Grace Li from the Sales Department at graceli@trendforcecom
For additional insights from TrendForce analysts on the latest tech industry news, trends, and forecasts, please visit our blog at https://insidertrendforcecom/
2021/10/20
Apple’s latest AirPods 3 still feature an optical in-ear detection mechanism, according to TrendForce’s 2021 Infrared Sensing Market Trend - 3D Sensing, LiDAR, SWIR LED report Through the integration of PPG (photoplethysmography) technology, the AirPods 3 contain an improved in-ear detection mechanism based on skin-detect sensors that are equipped with four SWIR (short-wave infrared) LED chips that have two different wavelengths, as well as two InGaAs photodiodes Industry insiders indicate that the AirPods 3’s skin-detect sensors may potentially detect the water content in the wearer’s skin, giving them the ability to differentiate between human skin and other surfaces TrendForce expects annual AirPods shipment for 2022 to reach 85 million sets, a 37% YoY increase
While the demand for these end-products rises, the relevant suppliers will stand to benefit as a result Such companies include SWIR LED chip suppliers Epistar and DOWA; InGaAs photodiode suppliers DOWA and II-VI/Finisar; and module assembler USI
SWIR wavelengths range from 1,050-2,500 nm, which encompasses the optical properties of compounds such as water, sugar, and alcohol While SWIR technologies gradually mature, and prices begin to reach feasible levels, wearables manufacturers are expected to officially integrate SWIR technologies into their products in 2H21 With improvements in their algorithm, wearables are increasingly likely to feature PPG-based biosensing functions, which can measure not only heart rate and blood oxygen levels, but also other variables including body hydration as well as blood glucose, blood lipid, and blood alcohol levels in the future
For more information on reports and market data from TrendForce’s Department of Optoelectronics Research, please click here, or email Ms Grace Li from the Sales Department at graceli@trendforcecom
For additional insights from TrendForce analysts on the latest tech industry news, trends, and forecasts, please visit our blog at https://insidertrendforcecom/
2021/03/25
The COVID-19 pandemic heavily impacted the global auto market and in turn damaged the automotive LED industry in 1H20, according to TrendForce’s latest investigations In 2H20, however, the gradual recovery of vehicle sales as well as the development of NEVs provided some upward momentum for the automotive LED industry, whose revenue for the year reached US$2572 billion, a 37% decline YoY Automotive LED revenue for 2021 is projected to reach $2926 billion, a 137% growth YoY, thanks to the increasing demand for automotive headlights and display panels As automakers continue to incorporate LED lighting solutions into new car models, the penetration rate of automotive LED will continue to undergo a corresponding increase as well
TrendForce analyst Joanne Wu indicates that, in the automotive LED player revenue ranking of 2020, OSRAM Opto Semiconductors, Nichia, and Lumileds remained the top three largest automotive LED suppliers, respectively, with a combined market share of 719% In particular, European and American automakers favored OSRAM’s solutions for their high-end vehicle models and NEVs due to the high quality of OSRAM products Adoption by these automakers subsequently became the main revenue driver of OSRAM’s automotive LED business
On the other hand, the pandemic caused Japanese automakers to suspend their operations and therefore had a direct impact on the revenues and market shares of Japanese LED suppliers, such as Nichia and Stanley, in 2020 Nichia and Stanley saw their revenues decline by 98% YoY and 7% YoY, respectively, and were the two suppliers among the top 10 last year to have shown relatively noticeable declines Seoul Semiconductor’s nPola and Wicop LED products were adopted by Chinese automakers, including CCAG, SAIC-GM, and NIO, due to these products’ high brightness and compact sizes Seoul Semiconductor’s market share reached 51% in 2020 Finally, not only did other suppliers, including Samsung LED and CREE, deliver consistent performances in the automotive aftermarket (AM) and performance market (PM) segments, but they also gradually began entering the automotive Original Equipment Manufacturer (OEM) lighting market Samsung LED and CREE each took seventh and ninth place on the 2020 ranking with a 28% and 11% market share, respectively
On the whole, TrendForce finds that automotive demand has been recovering since 4Q20 Accordingly, LED suppliers indicate that their booking orders appear bullish throughout 2021, meaning most LED suppliers now need to extend their product lead times in response At the same time, LED players indicated that double booking might happen in the near future Thereby, they will make decisions in light of the actual booking order quantity to see the possibility of increasing prices
For more information on reports and market data from TrendForce’s Department of Optoelectronics Research, please click here, or email Ms Grace Li from the Sales Department at graceli@trendforcecom
