세계의 자동차용 LED 시장(2025년) - 조명과 디스플레이 제품 동향

According to TrendForce "2025 Global Automotive LED Market- Lighting and Display Product Trend, towards 2025", due to the ongoing uncertainty in the overall economy, greater downward pricing pressure is anticipated in 2025. However, according to TrendForce's analysis on automotive LED manufacturers' orders on hand, car production is expected to recover again in 2H25. Additionally, with advanced technologies continuing to be incorporated into car models of 2026, the automotive LED and automotive lighting market value is forecasted to grow to USD 3.451 billion and USD 35.729 billion in 2025.

Automotive Lighting Will Concentrate on Personalization, Communication Display,
Driver Assistance, and Safety Upgrading in the Future

Automotive Lighting and Display Market Trend

1. Headlights

Through independent control of high-performance LEDs, the ADB headlights help expand drivers' nighttime field of view, giving them more time to react when seeing an obstacle and achieving better road lighting. Glare-free high beams help reduce discomfort for drivers of vehicles ahead, those of opposing vehicles, and prevent pedestrians from being dazzled by headlights. As TrendForce analyzes, increasing global economic uncertainty has slowed the growth of the ADB headlight market penetration rate, but still has the potential to reach 21.6% by 2029.

As Micro/Mini LED pixelated module is increasingly used for ADB headlights, the area of illumination can be adjusted for better driving safety through independent digital control of pixels. Mini LED pixelated modules utilized by Samsung's PixCell LED (COB technology) have been successfully implemented in the Tesla Model 3 / Y and the NIO ES6. In addition, Volkswagen, Porsche, SAIC Volkswagen, NIO, Opel, and Audi have been leading car makers in adopting Micro LED headlight solutions in 2025.

ADB headlights are the trend of the times, with an emphasis on a small light emitting surface (LES), high brightness, and high contrast. According to TrendForce, automakers require an average pixel count of 20,000 for Micro LED ADB headlights. The future product trend of Micro LED pixel arrays will have the opportunity to develop towards two polarizations: one is low-pixel products, using 3,000-4,000-pixels; the other is premium products, using 70,000-100,000-pixels. OEMs have set a target of 100,000 pixels per headlight. Therefore, ams OSRAM and Nichia plan to continually increase the pixel count of its Micro LED pixel array to meet automaker demands and goals.

2. Taillights

The increasing trend towards personalization, communication display, driver assistance, and safety upgrading for automotive lighting has given rise to Mini LED taillights (rear) and RGB Mini LED communication displays (front). These products have been installed in the vehicles of IM Motors, GWM (SAR Mecha Dragon), and Changan (NEVO CD07). According to TrendForce's analysis, current mainstream designs mainly incorporate P3-P4 displays and a 100W specification for cost and power consumption concerns.

ams OSRAM has innovatively developed its ALIYOS technology, connecting Mini LEDs with unnoticeable metal wires that are arranged on a slim, flexible, and transparent foil. ALIYOS offers great flexibility for the arrangement of Mini LED arrays. It can also form any shape as individually addressable units, achieving block-based light control, hence the ability to display symbols, words, images, and abstract pictures dynamically for styling, messaging, and warning. ams OSRAM is working with leading Tier 1 automotive suppliers and OEMs worldwide to explore new possibilities in both interior and exterior automotive lighting.

3. Decorative Lighting

As TrendForce analyzes, decorative lights include ambient lights, grill lamps, full-width front strips, and ADS marker lamps. The decorative light market scale is likely to jump to USD 311 million by 2029, with a 28% CAGR from 2024 to 2029. Specifically, the 2024-2029 CAGR for the intelligent ambient LED market will be a whopping 69%.

Intelligent ambient lights are equipped with RGB LEDs powered by built-in driver ICs. Beyond the intelligent ambient lights certified by the ISELED Alliance, ams OSRAM and Dominant have successively launched intelligent ambient lights with the Open System Protocol (OSP). The microcontroller can send commands to lighting units individually and obtain their status, enabling high-precision color calibration and temperature compensation. ams OSRAM's intelligent ambient lights are installed on the ZEEKR MIX (2024) model and is expected to be adopted by European and American automakers.

In addition to RGB LED solutions, automakers intend to adopt white LED solutions featuring high color rendering (CRI greater than or equal to 95), and adjustable color temperature (2,700-6,500K) for reading lights, roof lights, make-up mirrors, and foot room illumination. Seoul Semiconductor's ambient white LED product featuring SunLike technology leads the industry. The product has been successfully integrated into Volvo Polestar 3 / EX90. Its 1W ambient white LED achieves a brightness of up to 100 lm (CRI greater than or equal to 95).

4. Mini LED Automotive Displays

Following the trend towards HDR, local dimming, wide color gamut, and curved screen design, car manufacturers began adopting automotive Mini LED displays in 2024, including NIO, General Motors, Li Auto, BYD, Ford, Geely, and Stellantis. Xiaomi, BMW, Mercedes-Benz, HKMC, BAIC, GWM, and Sony are expected to release vehicles equipped with Mini LED displays between 2025 and 2029. Additionally, panoramic HUDs and holographic HUDs will start adopting Mini LED technology to enhance contrast ratio, which is expected to drive growth momentum for the automotive display market.

Automotive Lighting Market Scale and Automotive Lamp Player Revenue Performance

According to TrendForce, driven by NEVs, global car sales in 2024 hit 88.55 million units, with the NEV penetration rate reaching 25%. However, as automotive lighting manufacturers were affected by pricing pressure, inventory depletion, and exchange rate fluctuations, the automotive lighting market value slightly dropped to USD 34.658 billion. In 2024, the top ten automotive lighting players were Koito, Valeo, Forvia Hella, Marelli, Stanley, SL Corporation, Xingyu, HASCO Vision, ZKW, and OPmobility.

Automotive LED Player Revenue Performance

The top five automotive LED manufacturers in 2024 include ams OSRAM, Nichia, Lumileds, Seoul Semiconductor, and Dominant. Thanks to the stable quality, exceptional luminous efficacy, and good value of its products, ams OSRAM has become the preferred supplier for premium vehicle and NEV manufacturers worldwide. Seoul Semiconductor's sales performance was mainly benefited from order increases in Korea and China. In addition, thanks to the rising demand in China, Europe, and South Korea, Everlight saw its automotive LED revenue surge more than 40% in 2024. Brightek specializes in automotive market applications and has regarded light sensing for communication and immersive experiences as its target, aiming to offer integrated value-added services for its customers.

TrendForce has analyzed developments in the automotive LED market from seven perspectives:

• 1) automotive lighting and display product trends,
• 2) automotive lighting market scale and applications,
• 3) automotive lighting player revenue and product strategies,
• 4) automotive lamp prices,
• 5) automotive LED market demand (product applications and regional market value), and
• 6) automotive LED player revenue performance and product strategies.
• 7) automotive driver IC market scale and product trend.

In this way, we provide readers with a comprehensive picture of marketing dynamics in the automotive LED market.

Table of Contents

Chapter 1. Automotive Lighting Product Trend

• Automotive Lighting Product Trend
• Headlight Product Trend
• Headlight Product Trend- ADB Headlight vs. Small Aperture
• 2025-2029 LED Headlight / ADB Headlight- Penetration Rate Analysis
• ADB Headlight- Advantage and Regulation Analysis
• ADB Headlight- Matrix LED / DLP / Micro LED Technology Overview
• ADB Headlight- Matrix LED / DLP / Micro LED Technology Analysis
• 2025-2029 ADB Headlight- Matrix LED / DLP / Micro LED Technology Trend
• 2025-2029 ADB Headlight LED Market- LED vs. Micro/Mini LED Module
• ADB Headlight- Samsung PixCell LED Technology Analysis
• ADB Headlight- 100-Pixel Mini LED Module Price and Cost Estimates
• ADB Headlight- Tesla / Hella SSL 100 Headlight Price and Cost Estimates
• ADB Headlight- Micro LED Pixel Array Specification Analysis
• ADB Headlight- Micro LED Pixel Array Technology Analysis
• ADB Headlight- Mass Transfer Equipment Analysis
• ADB Headlight- Micro LED Pixel Array Price and Cost Estimates
• ADB Headlight- Micro LED Headlight Price and Cost Estimates
• ADB Headlight- Micro LED Headlight Market Application Analysis
• 2023-2024 Micro LED ADB Headlight- Volkswagen / Porsche
• Micro LED ADB Headlight Case Study Overview and Supply Chain
• Micro LED ADB Headlight Function Analysis
• 2025 LED Headlight Price Analysis
• Laser Headlight- Product Design and Supply Chain
• LED Taillight Product Trend
• Full-Width Taillight Price and Cost Estimates- 0.2W SMD LED
• Full-Width Taillight Price and Cost Estimates- 1515 LED
• Mini LED Taillight- ALIYOS
• Mini LED Taillight Price Sweet Spot and Cost Estimates
• OLED-Like LED Taillight Product Trend
• Ambient Light Product Trend- Dynamic Visual Lighting
• (Intelligent) Ambient Light- Pros-Cons Analysis
• (Intelligent) Ambient Light- Design Architecture Overview
• (Intelligent) Ambient Light- Design Architecture Solutions
• Intelligent Ambient Light- Open System Protocol (OSP) vs. ISELED
• Intelligent Ambient Light- Case Study Analysis
• Ambient Light White Product Trend
• Ambient Light- Market Landscape Analysis
• Grille Lamp / Full-Width Front Stripe Product Trend
• Grille Lamp / Full-Width Front Stripe Product Design
• Autonomous Driving System Marker Lamp Product Trend
• Ground Projection Product Trend
• 2025-2029 (Intelligent) Ambient Light LED / Decorative Light LED Markets

Chapter 2. Automotive Display Product Trend

• Smart Cockpit Trend
• Smart Cockpit- From Today to the Future
• Automotive Display Technology Overview
• 2025-2029 Automotive Display Panel Shipment and Penetration Rate
• 2025-2029 Automotive Backlight LED Market Value Analysis
• LCD (Edge / Direct-Type) vs. OLED Automotive Display Specification
• 2022 Mini LED Automotive Display- Specification vs. Supply Chain
• 2023 Mini LED Automotive Display- Specification vs. Supply Chain
• 2024 Mini LED Automotive Display- Specification vs. Supply Chain
• COB / COG / POG Technology Analysis
• 2022-2029 Mini LED Automotive Display Schedule and Specification
• NIO ET7 / ET5 / ES7 Automotive Display- Specification and Cost Analysis
• Cadillac LYRIQ Automotive Display- Specification and Cost Analysis
• Buick Electra E5 Automotive Display- Specification and Cost Analysis
• Cadillac Celestiq Automotive Display- Specification and Cost Analysis
• Zeekr 7X Automotive Display- Specification and Cost Analysis
• Zeekr 009 Automotive Display- Specification and Cost Analysis
• 2026 HKMC Automotive Display- Specification and Cost Analysis
• 2025 Automotive Display Cost Analysis- Edge / Direct-Type
• Mini LED Automotive Display- Direct / Scan Driver IC Pros-Cons Analysis
• 2022-2025 OLED Automotive Display Schedule and Specification
• Automotive Backlight Display Market Landscape Analysis
• 2025-2029 HUD Market Shipment- Product vs. Regional Market Analysis
• 2024 HUD Player Shipment / Market Share Analysis
• HUD Product Specification Analysis
• AR-HUD Technology Analysis
• AR-HUD OEM Supply Chain and Product Specification Analysis
• 2025 HUD Product Price Analysis
• Panoramic HUD vs. Holographic HUD
• HUD Market Landscape Analysis
• Micro LED Transparent Display
• Micro LED Automotive Display Application Overview
• 2025 Micro LED Automotive Transparent Display Cost Analysis
• Micro LED Automotive Display Market Landscape Analysis

Chapter 3. Automotive Lighting Market Scale and Player Revenue Performance

• Automotive Lighting Market Landscape Analysis
• 2025-2029 Automotive Lighting Market Scale- Application Analysis
• 2022-2024 Automotive Lighting Player Market Share Analysis
• 2022-2024 Top 15 Automotive Lighting Player Revenue Ranking
• Automotive Lighting Industry M&A Analysis
• 15 Automotive Lamp Manufacturers Revenue and Product Strategies
• Automotive Lamp / Module Factories in China

Chapter 4. Automotive LED Player Revenue and Strategies

• Global Automotive LED Player List
• 2023-2024 Automotive LED Player Market Share Analysis
• 2022-2024 Top 10 Automotive LED Player Revenue Ranking
• 2023-2024 Top 10 Automotive LED Player Revenue- Lighting vs. Backlight
• 2024 18 Automotive LED Players' Revenue- Lighting vs. Backlight
• 2024 Top 6 Automotive LED Player Revenue- Lighting Product Analysis
• 2023 Global Top 5 Headlight LED Player Revenue Analysis
• 2024 Global Top 5 Headlight LED Player Revenue Analysis
• 2023 Auto Lighting LED Player Ranking- China / Asia / EMEA / Americas
• 2024 Auto Lighting LED Player Ranking- China / Asia / EMEA / Americas
• 18 Automotive LED Manufacturers Revenue and Product Strategies

Chapter 5. Automotive LED Driver IC Market and Product Analysis

• 2025-2029 Automotive LED Driver IC Market Value Analysis
• Texas Instruments
• Macroblock
• Chipone
• Xm-Plus
• Automotive LED Driver IC Specification and Price Analysis

[EXCEL]

• 1. Car Market Shipment- Regional Market Analysis
• 2. 2025-2029 Automotive LED Market Value, Volume and Penetration- Product Analysis
• 3. 2024-2025 Automotive LED Market Value, Volume and Penetration- Product / Regional Market Analysis
• 4. Automotive Lighting / Automotive LED Player Revenue Performance
• 5. Automotive Lamp / Automotive LED Market Price Analysis