IHS AUTOMOTIVE
Presentation
Automotive Exterior Lighting
Market and Technology Trends
5th November 2015
Andrew Herzig, Senior Analyst, Component Forecasts
andrew.herzig@ihs.com
© 2015 IHS
ihs.com
Automotive Exterior Lighting/ November 2015
Automotive Exterior Lighting
Presentation Overview
• Introducing IHS Automotive
• Developments in technology to-date
• Headlamps
• Rear lamps
• LED growth drivers and challenges
• New design opportunities
• Outlook: technologies and trends
© 2015 IHS
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© 2015 IHS
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Components and Technology coverage (Core components)
Thermal
Electrical/Electronics
Interior
Exterior
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A/C Compressor
A/C Condenser
A/C Hose & Tube
Charge Air Cooler
Cooled EGR
Active Grille Shutter
Engine Cooling - Motor and MFS
Engine Cooling – Radiator
HVAC – Blower
HVAC - Control Panels/Zones
HVAC - Flap Actuator
HVAC – Module
HVAC – Sensor
New Refrigerant
Supplementary Heating
Water Pump
12-36/48 Volt Market Study
Central Body Control Module
Engine Control Unit
Immobiliser
Keyless Entry System
Power Door
Power Sunroof
Power Trunk
Power Window System
Powertrain Sensors
Sunroof System & Design
TPMS
Transmission Control Unit
Wiring Harness
Airbag Module
Door Trim Panel
Seat Adjuster
Seat Assembly
Seat Climate - Seat Thermal
Seat Ergonomics
Seat Fabric & Leather
Seat Power & Memory
Seat Recliner
Alternative Propulsion
Camshaft Drive
Cylinder Block
Exhaust Cold End
Exhaust Manifold
Fuel Injector
Intake Manifold
Throttle Body
Torque Transfer
Turbo/Supercharger
VVT
© 2015 IHS
HMI
• Center Stack Display
• Head-Up Display
• Instrument Cluster
Display
Infotainment
• Audio Speakers
• Headunit Systems
• Telematics
Powertrain
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Front Lighting
Front Lighting + ECU
Headlamp
Tail Lamp
ADAS
Chassis
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Brake System
Brake System & Brake Pad
Power Steering System
Shock Absorbers and Struts
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Camera
Lidar
Radar
Ultrasound
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creation
creation of
of the
the showroon
showroon
MACRO-ECONOMY / FINANCE / INTELLIGENCE
IHS Component forecasts are linked to other core IHS
products such as the production and powertrain forecasts
SALES
IMPORT MODULE
PRODUCTION
EXPORT MODULE
POWERTRAIN (Engine)
TRANSMISSION
MEDIUM/HEAVY CV PRODUCTION
COMPONENTS
© 2015 IHS
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Automotive Exterior Lighting/ November 2015
Automotive Exterior Lighting
Developments in headlamp technology: Halogen
1960s
1970s
1962: First tungsten-halogen headlamps
1980s
1986: First projector headlamps
1990s
1990: First multi-reflector headlamps
Source of photos & graphics: Wikipedia
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Automotive Exterior Lighting/ November 2015
Automotive Exterior Lighting
Developments in headlamp technology: Xenon
1990s
2000s
1992: First HID (xenon) headlamps
Source : Wikipedia
© 2015 IHS
2003: First Advanced Front-Lighting Systems (AFS)
Source : Hella
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Automotive Exterior Lighting/ November 2015
Automotive Exterior Lighting
Developments in headlamp technology: LED
2000s
2007: First full-LED headlamps
Source : Lumileds
Source : consumerreports.org
© 2015 IHS
2010s
2013: First digitally controlled, full-LED glare-free adaptive high beam
Source : Audi
Source : Hella
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Automotive Exterior Lighting/ November 2015
Automotive Exterior Lighting
LED headlamps – all vehicle segments and car makers
• Premium sports car: Audi R8 – SOP 2007
• Luxury saloon: BMW 7-Series – SOP 2008
• Premium SUV: BMW X6 – SOP 2009
• Luxury coupé: Mercedes CLS – SOP 2010
• C-Segment – SEAT Leon – SOP 2012
• Hybrid/electric vehicles – BMW i3 – SOP 2013
• B-Segment – VW Polo – SOP 2014
• Passenger van – Mercedes V-Class – SOP 2014
• All car makers - e.g. Ford Mondeo, Jaguar XF, Mini, Nissan Qashqai, Opel
Astra, Peugeot 308, Porsche 911, Renault Megane, RR Evoque, Volvo XC90
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Automotive Exterior Lighting/ November 2015
Automotive Exterior Lighting
GLOBAL* LIGHT VEHICLE HEADLAMP TYPE PENETRATION 2010 - 2020
Global* - Europe, North America, Japan, Korea, China, India, Brazil & Argentina
Source: IHS
© 2015 IHS
© 2015 IHS
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Automotive Exterior Lighting/ November 2015
Automotive Exterior Lighting
Developments in rear lamp technology: Bulbs => LEDs
1980s
1990s
LEDs first used in high-mounted brake lamps
2000s
2000: first all-LED rear lamps
2004: adaptive LED brake lamps
Source : BMW
© 2015 IHS
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Automotive Exterior Lighting/ November 2015
Automotive Exterior Lighting
GLOBAL* LIGHT VEHICLE REAR LAMP TYPE PENETRATION 2010 - 2020
Global* - Europe, North America, Japan, Korea, China, India, Brazil & Argentina
Source: IHS
© 2015 IHS
© 2015 IHS
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Automotive Exterior Lighting/ November 2015
Automotive Exterior Lighting
Factors driving LED growth
• White LEDs produce near-daylight for headlamp applications
• LEDs offer better optical precision than halogen especially – less stray light/glare
• LEDs are directional emitters, unlike with halogen/xenon, so you do not need a full parabolic reflector
in the headlamp – just a small, cheaper reflector will provide the necessary light reflection
• Efficiency – Halogen offers 15-30 lumens per watt, LEDs offer 60-120 lumens per watt
• LED efficiency will continue to improve over coming years, whereas traditional lighting sources have
reached their maximum efficiency
• Low power consumption and lower weight make LEDs ideal for electric vehicles – savings translate
directly into increased range
• Environmental factors – LEDs last lifetime of vehicle, contain no mercury and contribute to lower CO2
emissions
• Faster illumination and focused brightness of LEDs a considerable safety benefit for brake lamps and
CHMSLs
• Momentum: Advantages of LED over Xenon is leading to industry-wide preference for LED in
upper/mid segments, extra scale thereby ever narrowing the price differential
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Automotive Exterior Lighting/ November 2015
Automotive Exterior Lighting
LEDs mean new design opportunities
Source: Audi
© 2015 IHS
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Automotive Exterior Lighting/ November 2015
Automotive Exterior Lighting
LEDs facilitate brand/model differentiation
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Automotive Exterior Lighting/ November 2015
Automotive Exterior Lighting
LEDs facilitate brand/model differentiation
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Automotive Exterior Lighting/ November 2015
Automotive Exterior Lighting
LEDs mean new design opportunities
© 2015 IHS
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Automotive Exterior Lighting/ November 2015
Automotive Exterior Lighting
LEDs facilitate brand/model differentiation
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Automotive Exterior Lighting/ November 2015
Automotive Exterior Lighting
LEDs mean new design opportunities
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Automotive Exterior Lighting/ November 2015
Automotive Exterior Lighting
LEDs enable huge variety of designs
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Automotive Exterior Lighting/ November 2015
Automotive Exterior Lighting
LEDs enable huge variety of designs
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Automotive Exterior Lighting/ November 2015
Automotive Exterior Lighting
Outlook: Developing technologies and trends
• Headlamps: LEDs will largely displace xenon in medium term, but halogen will continue
as lowest cost option into longer term
• Success of xenon headlamp systems under 2000-lumen threshold
• Adaptive Driving Beam (ADB) allows dynamically variable beam distribution – system
now offered in mid-segment (new Vauxhall/Opel Astra)
• Further ADAS and exterior lighting function integration
• LEDs continue to proliferate in all front and rear lighting functions
• Unprecedented interest in and emphasis on design and performance of exterior lighting
is bringing new companies and their expertise/technologies into the supply chain
• Design freedom afforded by new technologies allows OEMs and their suppliers to
continually evolve their “lighting brand image” and create the “latest look” – e.g. pixels
have been replaced by light guides/bars
• Challenge of regional regulations: (temporary?) barriers to bringing innovative technology
to regional markets and to development of standardised lighting modules
© 2015 IHS
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Automotive Exterior Lighting/ November 2015
Automotive Exterior Lighting
Outlook: Headlamps – LEDs with lasers
Audi and BMW in “race” to bring first “laser headlamps” to market: in reality,
these are LED headlamps with a laser long-range high-beam spotlight
Source: youtube
Source: Audi
© 2015 IHS
Source: Autopromag
Source: Jalopnik
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Automotive Exterior Lighting/ November 2015
Automotive Exterior Lighting
Outlook: Rear lamps – OLEDs
OLED = Organic Light-Emitting Diode
Source : Audi
Source : Wikipedia
© 2015 IHS
Source : BMWblog
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