global oe light vehicle forward lighting system/component ... · forward lighting system/component...

Global OE Light Vehicle Forward LightingSystem/Component DemandAnalysis

October 2012

Critical Intelligence Planning Series

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Copyright © 2012 IHS Inc. All Rights Reserved. 2

Disclaimer• © Copyright and Database Right IHS, Inc. ("IHS") 2012. IHS is the copyright holder for this document.

No part of this document may be copied, downloaded, stored in a retrieval system, further transmitted or otherwise reproduced, stored, disseminated, transferred, or used, in any form or by any means, without IHS's prior written agreement. Each reproduction of any part of this document must contain notice of IHS's copyright as follows: © Copyright 2012, IHS. Viewing and/or using the data contained in this copyrighted document shall constitute a contract between the viewer and/or user and IHS, Inc. that the viewer and/or user will not violate IHS’s above stated copyright policy. By viewing and/or using the data contained in this copyrighted document, the viewer and/or user warrants that he/she is authorized and has the full authority to bind any corporate entity that may benefit from said viewing and/or use to the above referenced copyright contract and a general subscription contract for the viewing and/or use of the document, including the payment of all subscription fees.

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Expertise for Component Forecasts & AnalysisSAMPLE


Fixed versus Customized Content

Off-the-ShelfComponent Coverage

• Fixed data fields & prices• Mostly immediate delivery• Single delivery or semi-annual delivery• Delivery as eFiles through AutoInsight

Off-the-ShelfComponent Coverage

• Fixed data fields & prices• Mostly immediate delivery• Single delivery or semi-annual delivery• Delivery as eFiles through AutoInsight

Forecast DatabasesComponent Consulting (Product Expertise Areas)Customized

Component Analysis• Strategic Decision Support – Quantitative and Qualitative • Typically more depth, e.g. technology, sub systems, trend

analysis, supply chain• Ad-Hoc specific original research programs• Delivery through Excel/ PPT/ Workshop

• OEM/Supplier relationships & opportunities• Supplier Profiling• Manufacuring Footprint• Purchasing/ Sourcing Assessment• Market Entry• Opportunities Assessment/Recommendations

CustomizedComponent Analysis

• Strategic Decision Support – Quantitative and Qualitative • Typically more depth, e.g. technology, sub systems, trend

analysis, supply chain• Ad-Hoc specific original research programs• Delivery through Excel/ PPT/ Workshop

• OEM/Supplier relationships & opportunities• Supplier Profiling• Manufacuring Footprint• Purchasing/ Sourcing Assessment• Market Entry• Opportunities Assessment/Recommendations

Capabilities/ Expertise/ Analysis

Fixed Content Customized Content

Delivery through Excel / PPT / Workshop

Deliveryas Excel eFiles

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Research Programme

• Geographic Coverage:• Europe (West Europe and major brands in East Europe)• North America (USA, Canada and Mexico)• South America (Brazil & Argentina)• Japan• China• India

• The above geographic coverage combined constitutes as “Global” within this analysis• Vehicle Types:

• Light Vehicle production (passenger cars and LCV’s) up to 6T Gross Vehicle Weight• Component/Systems:

• Forward lighting intelligence focussing on lighting Technologies & Supplier• Dates:

• Research Programme – Late 2012• Vehicle Forecast – September 2012

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Contents

• Main trends of the Forward Lighting market, from ORIGINAL research undertaken by IHS Automotive component specialists.

• Global light vehicle production analysis

• Global and regional Forward Lighting analysis derived from vehicle model/platform intelligence.

• Regions: Europe, North America, Japan, China and India

• Analysis by Forward Lighting technologies and supplier

• Supplier shares and technology trends are calculated on a volume basis

• OEM/supplier ‘System’ relationships – Forward Lighting

• Total Market System Value-$- Global and by Region• For Forward Lighting, value is calculated on a weighted basis by headlight type

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Definitions

• Forward Lighting: • Front headlights

• Technology:• Type - Indicates the headlamp low beam light source type - Halogen, Xenon, LED or Laser • Adaptive Lighting Type - Indicates adaptive lighting technology type where fitted - Fixed Bend

Lighting, Dynamic Bend Lighting or Advanced Adaptive Lighting (includes DBL)

• Supplier:• The company supplying the headlamp

• Years: • 2011 to 2017

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Main Trends

Adaptive Lighting

• The complexity and functionality of xenon adaptive headlamps continues to advance, in conjunction with new “Glare Free” high beam technology which promises to be especially popular in the marketplace.

• With adaptive LED headlamps, each LED sub-module illuminates a portion of the road ahead. Light can be distributed electronically depending on the ambient conditions, thereby achieving adaptive functionality, such as Dynamic Bend Lighting, without the need for expensive swivelling mechanisms etc

Low Cost Xenon

• Regulations state that an automatic headlight range control system and a headlamp washer system are compulsory for systems producing over 2000 lumens, so new 25-watt xenon headlamps outputting just 2000 lumens obviate the need for these (although, in practice, automatic range control is still being fitted for safety reasons).

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Main Trends

Adaptive Lighting

• The complexity and functionality of xenon adaptive headlamps continues to advance, in conjunction with new “Glare Free” high beam technology which promises to be especially popular in the marketplace.

• With adaptive LED headlamps, each LED sub-module illuminates a portion of the road ahead. Light can be distributed electronically depending on the ambient conditions, thereby achieving adaptive functionality, such as Dynamic Bend Lighting, without the need for expensive swivelling mechanisms etc

Low Cost Xenon

• Regulations state that an automatic headlight range control system and a headlamp washer system are compulsory for systems producing over 2000 lumens, so new 25-watt xenon headlamps outputting just 2000 lumens obviate the need for these (although, in practice, automatic range control is still being fitted for safety reasons).


Global: Analysis

Global* - Europe, North America, Brazil, Argentina, Japan, India & China

0

10,000,000

20,000,000

30,000,000

40,000,000

50,000,000

60,000,000

70,000,000

80,000,000

90,000,000

100,000,000

2011 2012 2013 2014 2015 2016 2017

Units

Years

GLOBAL* LIGHT VEHICLE PRODUCTION: 2011 ‐ 2017SAMPLE


Europe: Analysis

0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

100%

2011 2012 2013 2014 2015 2016 2017

Years

EUROPE LIGHT VEHICLE FORWARD LIGHTING TYPE PENETRATION: 2011 ‐ 2017

HALOGEN

LASER

LED

XENON

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Global: Analysis


KOITO17%

MAGNETI MARELLI (AL)14%

VALEO11%

HELLA10%

STANLEY7%

SL CORPORATION5%

VALEO SYLVANIA3%

ACH3%

MAGNA3%

LUMAX2%

ICHIKOH2%

ARTEB2%

OTHER21%

GLOBAL* LIGHT VEHICLE FORWARD LIGHTING SUPPLIER STRUCTURE: 2011SAMPLE


North America: Analysis

0

2,000,000

4,000,000

6,000,000

8,000,000

10,000,000

12,000,000

14,000,000

16,000,000

2011 2012 2013 2014 2015 2016 2017

Units

Years

NORTH AMERICA LIGHT VEHICLE FORWARD LIGHTING TYPE USAGE: 2011 ‐ 2017

HALOGEN

LASER

LED

XENON

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Global: Analysis

ACH ARTEB HELLA ICHIKOH KOITO LUMAX MAGNAMAGNETIMARELLI

(AL)

SLCORPORATION STANLEY VALEO VALEO

SYLVANIA OTHER

Fiat X X X X X X X X X

Ford X X X X X X X X X

General Motors X X X X X X X X X X X

Honda X X X X X X

Hyundai X X X

PSA X X X X

Renault/Nissan X X X X X X X X X X

Suzuki X X X X X X

Toyota X X X X X X X

Volkswagen X X X X X X X


Top 10 Sales Parents & Forward Lighting Supplier Relationships: 2011SAMPLE


Global: Analysis


Forward Lighting** - Front Headlight by Type

4.5

4.8 5.0

5.5 5.5

5.86.0

0.0

1.0

2.0

3.0

4.0

5.0

6.0

7.0

2011 2012 2013 2014 2015 2016 2017

Value (US $ Billion

s)

Years

GLOBAL* LIGHT VEHICLE FORWARD LIGHTING** MARKET VALUE (US $ Billions): 2011 ‐ 2017SAMPLE

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