Automotive Lighting Technology, Industry and Market Trends 2017 Report by Yole Developpement

From Technologies to Market
Automotive Lighting
Technology, Industry,
and MarketTrends
2017
October 2017
Sample

2
THIS REPORT’S PRIMARY OBJECTIVE ISTO PROVIDE A COMPREHENSIVE OVERVIEW OF AUTOMOTIVE
LIGHTING!
This includes deep insight into various automotive lighting technologies and system approaches, including comparisons
between:
LED/OLED/Laser - DRL/Headlamp/Interior Lighting - AFLS
As well as an industry analysis, technology roadmaps, and market metrics.
Additional report objectives:
• Analyse the automotive lighting market and applications’ current status and future trends
• Review the automotive lighting industry’s structure and future trends
• Discuss the main technologies used for automotive lighting, and associated roadmaps
• Examine the main lighting systems used for automotive applications, and associated roadmaps
• Provide market insights for 2013-2021 for automotive lighting applications
REPORT OBJECTIVES
©2017 | www.yole.fr | Automotive Lighting 2017: Technology, Industry and Market Trends

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Biography & contact
ABOUT THE AUTHOR
Pierrick Boulay
Pierrick Boulay works as Market and Technology Analyst in the fields of LED, OLED and Lighting Systems to carry out
technical, economic and marketing analysis at Yole Développement, the "More than Moore" market research and strategy
consulting company. He has experience in both LED lighting (general lighting, automotive lighting…) and OLED lighting. In
the past, he has mostly worked in R&D department for LED lighting applications. Pierrick holds a master degree in
Electronics (ESEO - France).
E-mail: boulay@yole.fr

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• Executive Summary P12
• Automotive Market Trends P13
• Status of the market
• 2005 - 2016 vehicle sales
• Overview
• Geographical breakdown
• Vehicle type breakdown
• Automotive manufacturers and associated brands
• Growth drivers
• Macrotrends
• 2017 automotive landscape – Major players’ revenue
• How significant is the automotive industry ?
• Change in the industry landscape
• Automotive industry under transformation
• How styling of automotive is impacting front lighting?
o Light Sources and Associated Functions/Applications P33
• History of light sources
• Overview of light sources
• Halogen
• Xenon/HID
• LED
• Laser
• OLED
• Light source vs. lighting functions/applications
• Conclusion
• Analysis of 2016 Automotive Lighting Market P44
• 2016 Revenue - Breakdown by Supplier
• 2016 Revenue - Breakdown by Region of Sale and Headquarter Location
• 2013 - 2016 Revenue Growth
• Drivers - Overview
• Drivers - Growth of Automotive Market Volume
• Drivers - Development of Advanced Front Lighting Technologies / System
• Drivers - Development of New Light Source Technologies
• Analysis of 2016 - 2022 Automotive Lighting MarketTrends P54
• Market Revenue Forecast
• 2016-2022 Market Revenue Forecast
• 2016 vs. 2022 Comparison - Breakdown by Application
• In-Depth Analysis of the Front Lighting Market
• Headlamp System - Segmentation
• Headlamp System - Penetration Rate by Technology
• LED Headlamp System - Penetration Rate by System Type
• Technology Trends / Penetration Rates
• Market size - Headlamp – ASP
• Market Size - Headlamp - Split by Technology Type
• Market Size - LED Headlamp - Split by System Type
TABLE OF CONTENTS (1/4)

5
• Automotive Lighting Industry P74
• Analysis of Tier-1 Competitive Landscape
• Market Share - 2015 vs. 2016
• Automotive Lighting Market
• Supplier Ranking per Region
• 2013-2016 revenue trends for top 15 suppliers
• 2016 Market Share vs. 2015-2016 Revenue Growth - Analysis
• Company Profiles
• Koito (JP)
• Magneti Marelli (IT)
• Valeo (fr)
• Hella (DE)
• Stanley (JP)
• ZKW (AT)
• Varroc Lighting Systems (IN)
• SL Corporation (KR)
• Ichikoh (jp)
• Grupo Antolin (SP)
• TYC, Brother Industrial. Co., ltd (TW)
• Depo Auto Parts ind. Co., ltd (TW)
• Olsa (IT)
• Analysis of Chinese Automotive Lighting Market and Industry
• Chinese Automotive Market - Trends
• Chinese Automotive Lighting Market - LED Penetration Rate
• Chinese Automotive Lighting Market - Trends
• Chinese Automotive Lighting Industry - Market Shares
• Automotive Lighting Industry P124
• Analysis of Chinese Automotive Lighting Market and Industry
• Chinese Automotive Lighting Industry - Relation between OEMs and Top-5
Tier-1s
• Chinese Automotive Lighting Industry - Future Trends
• Packaged LED for Automotive Lighting P126
• Introduction
• Drivers For LED Integration
• Challenges For LED Integration
• LED Device Suppliers
• LED device suppliers - Leaders, followers and emerging players
• Cost Aspects
• Trends
• OLED Panel for Automotive Lighting P140
• Drivers and potential applications
• Automotive application roadmap
• Challenges for OLED integration - Technology aspects
• Challenges for OLED integration - Market and industry aspects
• Recent trends - BMW - From prototype to production
• Future trends - From 2D OLED to 3D OLED
• Conclusion

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• Laser Diode for Automotive Lighting P152
• Introduction and history
• Technology aspects
• Basic full LED headlamp vs LED headlamp with laser booster
• Technical aspects – Comparison with LEDs
• Laser vs. LED
• Laser safety
• Conclusion
o Analysis of Advanced Front Lighting Systems (AFLS) P162
• Applications
• Introduction
• Static bend lighting
• Non camera-based adaptive front lighting
• Camera-based adaptive front lighting
• Glare-free lighting
• Glare-free lighting - System Architecture
• Development Trends
• New opportunities with cameras
• ECU – Introduction
• ECU - Sensors to BCM Connection (CAN or LIN)
• Global Trends - AFLS Type System Architecture
• Global Trends - Possible Scenarios of Evolution
• Importance of Software
• Analysis of Advanced Front Lighting Systems (AFLS) P186
• Future Trends / Opportunities
• Pixel Lighting
• µAFS Headlamp
• LCD Headlamp
• Matrix Laser Headlamp
• Technology Roadmap
• Technology Roadmap
• Technology benchmark
• ADAS and Lighting Technologies
• Relation Between ADAS and Lighting Technologies
• Interior Lighting P216
• Key milestones
• Functions/uses - Introduction
• Architecture evolution
• Audi's vision
• LG's vision
• Toyota's vision
• Conclusion
• Rear Combination Lamp P224
• Milestones
• Product Evolution
• Technical Evolution
• Technologies behind styling
• OLED RCL
• Future Trends – Holography
• Lighting Signature

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• Non Visible Lighting for Automotive Applications P239
• Introduction
• Classification IR LED and Laser Applications
• Classification by function
• Applications
• Night Vision systems
• LIDAR
• Rain Sensors
• Gesture Recognition Systems
• Occupancy Sensors
• Driver Monitoring Systems
• Photo interrupters
• Integration of IR Sources and Roadmap
• Increasing functionality in automotive applications
• The future of automotive applications - 3D cameras and iris and gesture recognition
• Focus on automotive markets - Sensor fusion
• Analysis of “The Future of Automotive Lighting” P262
• Introduction
• New Functionalities for HD Lighting Systems
• Light for Automated Driving
• Interior lighting: automotive or lounge?
• Integration of LIDAR into headlamps
• BMW's Vision
• Mercedes' Vision
• VW's Vision
• Mitsubishi's Vision
• Stanley's Vision
• Conclusion P274
• Presentation of Yole Développement With Focus on Solid State Lighting
LED, OLED… and Display Activities P277
• From Technologies to Market
• About Solid State Lighting LED, OLED… and Display Activities

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Major trends in
the automotive
industry.
AUTOMOTIVE INDUSTRY AND SUPPLY - UNDERGOINGTRANSFORMATION

9
• As LED technology continues to improve and costs gradually decline, LED lights gain further automotive technology validation for replacing
traditional technologies like incandescent, halogen, and HID/xenon lamps.
• LEDs integration’s main drivers are:
• Design flexibility (color saturation, size, weight).
• Long lifetime.
• High efficiency/Low energy consumption.
• Greater potential for new functionalities.
• Controllability (dimming, etc.).
• Fast response (enhanced safety).
• Health-friendly/eco-friendly.
• Regulation.
• LED is suitable for a variety of automotive lighting:
• Interior light:
• Footwell light.
• Dome light.
• Map light.
• Daytime running light (DRL).
• Rear combination lamp (RCL)/backup light.
• Center high-mount signal light (CHMSL).
• Front/headlight (high and low-beam lamps).
Main use of LEDs for Lighting Applications
LED
Interior Lighting
Exterior Lighting
source: Allegro MicroSystems

10
Temperature
stability is the
biggest challenge
to OLED
integration as
surface-area light
sources suitable
for automotive
use!
Challenges for OLED integration - Technology aspects
OLED
• Automotive requirements for OLED integration can be
categorized by degree of difficulty in reaching them:
• Accessible task  Requirements related to lifetime, efficacy,
and luminance
Automotive requirements for OLED integration can be categorized
by degree of difficulty in reaching them:
• Highly challenging task  Requirements related to reliability
and resistance to harsh environment
OLED
Lifetime
XX
XX
• OLED to be consistent with
vehicle lifetime (15 years)
• XX
• XX
• XX
• XX
• XX
REQUIREMENTS
ACCESSIBLETASKS
Reliability
and
resistance to
harsh
environment
• Resistant to operation and
storage temperatures:
• XX
• XX
• XX
• XX
• XX
• XX
REQUIREMENTS
HIGHLY CHALLENGINGTASKS

11
High luminance
and small spot
size are required
for well-
collimated beams
and lighting
design with a
high degree of
freedom.
Technical aspects – Comparison with LEDs
LASER
• Luminance > XX cd/mm² can be achieved with 0.4mm-diameter laser spot size hitting a phosphor converter plate. Up to XXcd/mm²
has been demonstrated (source: Schott).
3 Laser focused
on phosphor
Osram Ostar
HL Pro (1 die)
Emission Area XX 1mm²
Power XX 3.5W
Luminous Flux XX 250lm
Luminance XX XX
Efficiency XX XX
Op.Temperature XX 125°C
Risk level Laser class 4 -
• Laser has several advantages over LEDs:
• Smaller optical system.
• XX.
• Higher luminous intensity.
• But laser has still some challenges to overcome:
• XX.
• XX.
• Eye injury hazard (Avoid direct eye exposure).
Laser eye injury comparison – Source: lasersafetyfacts

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Applications - Glare-free lighting
ADVANCED FRONT LIGHTING SYSTEMS (AFLS)
• Glare-free lighting also represents an enhancement of an automatic high-beam (AHB) system.
• The function can be realized by installing a special sheath on the rotating cylinder in the projection module.
• Based on image processing functions and intelligent settings in the projection module, critical areas of oncoming traffic that might face
glare are removed from high-beam distribution, but the rest of the high-beam field remains intact for the driver’s convenience.
• New technologies, i.e. matrix LED and digital mirror device, are being developed to increase functionalities of such systems.
Glare free
lighting is the
next step after
adaptive front
lighting.
Automatic High Beam XX XX
Automatic switching between low and high-beam
XX
XX
LIGHTING
FUNCTIONS
SYSTEMS
Increasing complexity of the system (light source/module, camera, sensors, software, etc.)

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DevelopmentTrends - ECU - LED Drivers - Basic configuration
• A LED driver is required to convert
the battery-voltage source into a
constant-current drive for an array of
series or series/parallel LEDs.
• Generally, a single stage buck-boost
topology is preferred in order to
provide regulation during load-dump
and cold-crank conditions.
• During load dump, the battery voltage
can rise to 60 V and higher at times,
while during cold-crank it may drop
to 4.5V
• A complete front-lighting system
usually comprises multiple converters,
each regulating a different part of the
system
The LED driver
is responsible
to supply a
constant
current to a
string of LEDs.
The level of the
current will
define the color
and brightness
of the LED.
Battery Body Control Unit
• XX
• XX
• XX
• 5V regulator
LED Array
• XX
• XX
• Other lights
Light Control Unit (LCU)
• XX
• XX
• 5V regulator
• XX
XX
XX

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DevelopmentTrends - Overview
XX
XX
Halogen HID
(Xenon)
Full LED Matrix
LED
XX XX XX
Dynamic bend
lighting
Dynamic bend
lighting
XX
Dynamic bend
lighting
XX
XX
Dynamic bend
lighting
XX
XX
XX
XX
Dynamic bend
lighting
XX
XX
XX
XX
Dynamic bend
lighting
XX
XX
XX
XX
XX
Dynamic bend
lighting
XX
XX
XX
XX
XX
XX
Oct 2017

15
FutureTrends / Opportunities - Picture Beam - Overview of Technologies
• Picture beam technology allows a very high beam resolution that can be between XX and XX pixels depending and the light
source/technology.
• All these technologies are in development but will need to overcome technical issues to be used in headlamps:
• Thermal management
• XX
• XX
• (…)
Different
technologies
are being
developed to
increase beam
resolution but
still need to
overcome
technical issues.
µAFS Laser scanner LCD DMD
Resolution XX XX XX XX
Light source MicroLED Laser LED / LCD Laser
Illustration

16
Relation Between ADAS and LightingTechnologies
A front camera
was already
used to develop
ADAS systems.
Camera is also
the key sensor
to enable new
applications in
lighting.
Halogen Xenon LED
XX
< 1990 1992 2003 2006 2009 2015 > 2020
Light Sources
Sensors used
for lighting
Steering angle
Front camera
XX
XX
ADAS based
on camera
Traffic Sign
Recognition
XX
XX
XX
XX
XX
XX
XX
XX
Lighting
Functions
AFSBend lighting
High beam assist
XX
XX
XX
XX
Lane departure
warning
Source: Hella + Yole Développement

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Classification by Function - Focus on Detection
NONVISIBLE LIGHTING FOR AUTOMOTIVE APPLICATIONS
Sensing Imaging
Applications:
Sub-functions:
Functions: Detection
Photodiode and
data processing
CIS and image
processing
CISPhotodiodeAssociated
components1:
• Blind spot sensors
• Photointerrupters
• XX
• Rain sensors
• LDW systems
• XX
• XX
• XX
• XX
• XX
1.Associated components in the module
Legend
• Applications using IR LEDs
• Applications using XX
• Applications using XX
MOST APPLICATIONS USE IR LEDS.
The reason for this is that these light sources are already well-developed in performance and
supply and are available at a reasonable cost, whereas diodes and especially XX still need
technological development and cost reduction.

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2016 Revenue - Breakdown by Supplier
2016 AUTOMOTIVE LIGHTING MARKET STATUS AND TRENDS
• In 2016, the top five industry players (i.e. Tier-1s) held
~80% of total automotive lighting revenue: Koito (JP),
Magneti Marelli (IT), Valeo (FR), HELLA (DE), and Stanley
(JP). The remaining revenue was distributed across a very
fragmented industry counting 20+ players.
• To keep this situation, leading players are working on
innovation and the development of new technologies:
• XX
• XX
• XX
• XX
• Some emerging players – XX , XX , and XX - have already
exhibited a very high growth rate (more than +XX% from
2015 - 2016, compared to the total market’s average
+XX% growth).
• Others Japanese players – Stanley, Ichikoh - have exhibited
a very high growth more than XX%.
Revenue in
automotive
lighting systems
increased
+XX% in 2016
thanks to
volume growth
and
democratization
of LED
technology.
Total:
US$ 25.7B
Oct 2017

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• Due to low cost and sufficient performance for low and high beam, halogen should remain the major technology for headlamp.
• LED technology has already started to replace halogen bulbs in premium vehicles and middle-end vehicles. This trend will continue and LED
technology will also be implemented into low-end vehicles at longer term.
• LED technology has a penetration rate of XX% in 2016 and is expected to reach XX% by 2022 with the development of advanced technologies
like matrix or pixel LED.
• Penetration rate of xenon (HID) technology slowly decrease due to the growing adoption of LED but should remain stable as this technology is a
basic in premium vehicles.
• For Audi, vehicles are equipped with HID headlamp as a basic and full LED or matrix LED headlamp are still considered as an option.
Headlamp System - Penetration Rate byTechnology (degree 1 - all technologies)
AUTOMOTIVE FRONT LIGHTING MARKET
Oct 2017

20
2016 vs. 2022 Comparison - Breakdown by Application
2016 – 2022 AUTOMOTIVE LIGHTING MARKET FORCAST
In 2016, X% of
value is interior
lighting and we
expect it to
reach XX% in
2020.
Oct 2017
$XXB
2016
2022
$XXB
$XB
$XB
$XB
$XB
$25.7B
$35.9B
CAGR +5.7%
Headlamp
Rear Lighting
Interior Lighting
Small Lamps
CHMSL
Fog Lamps
$XXB
$XXB
$XXB
$XB
$XB
$XB

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Highlights
COMPANY PROFILE: STANLEY (JP)
CalendarYear Revenue (Local Currency, in Million):
2015 2016
Evolution
%
Total
Revenue
¥ 401,014 ¥ 388,560 -3%
Automotive
Lighting
¥ XX ¥ XX + XX%
Revenue Breakdown
Asia Pacific XX%
North America XX%
Europe 3 %
ROW 0 %
Global Market Share XX%
2016 Estimated Lighting Revenue Breakdown:
Employees:
2016
Total 15,542
R&D Not available
Major Customers / Design Wins:
Brand Group Model
Mitsubishi Mitsubishi
i-MiEV, Outlander, Pajero
Sport,Triton
Honda Honda
Accord, Fit, S660,
Stepwagon
Acura Honda RLX,TSX
Mazda Mazda
Axela, CX-3, CX-5,
Demio13, Roadster
Nissan Renault Fuga, Sylphy
Lexus Toyota NX
Toyota Toyota Aqua, Rav4
Subaru Subaru Impreza, XV
Daihatsu Toyota Wake
Suzuki Suzuki Alto

22
Highlights
COMPANY PROFILE: STANLEY (JP)
CalendarYear Revenue (Local Currency, in Million):
2015 2016
Evolution
%
Total
Revenue
¥ 401,014 ¥ 388,560 -3%
Automotive
Lighting
¥ XX ¥ XX + XX%
Revenue Breakdown
Asia Pacific XX%
North America XX%
Europe 3 %
ROW 0 %
Global Market Share XX%
2016 Estimated Lighting Revenue Breakdown:
Employees:
2016
Total 15,542
R&D Not available
Major Customers / Design Wins:
Brand Group Model
Mitsubishi Mitsubishi
i-MiEV, Outlander, Pajero
Sport,Triton
Honda Honda
Accord, Fit, S660,
Stepwagon
Acura Honda RLX,TSX
Mazda Mazda
Axela, CX-3, CX-5,
Demio13, Roadster
Nissan Renault Fuga, Sylphy
Lexus Toyota NX
Toyota Toyota Aqua, Rav4
Subaru Subaru Impreza, XV
Daihatsu Toyota Wake
Suzuki Suzuki Alto

23
RELATED REPORTS

Since the first full light-emitting diode (LED)
headlamp was introduced in 2007, LED technology
has gradually penetrated headlamp design. LED
technology has allowed lighting to become
a distinctive feature and enabled innovative
functions like the glare free adaptive high beam
introduced in 2013.
LED technology use had been limited to high-
end vehicles and has had to compete with
traditional light sources, namely halogen and
high-intensity discharge (HID/Xenon). Improved
LED performance, lower power consumption and
flexible design were the first enablers. Then, cost
reductions helped LED technology spread to all
vehicle categories.
In this context, the automotive lighting market
totaled $25.7B in 2016 and is expected to reach
$35.9B in 2022 at a 5.7% compound annual growth
rate (CAGR2016-2022
). In 2017, Yole Développement
estimates that the market should be close to
$27.7B. This growth is driven by natural LED
cost erosion, increasing the LED penetration
rate. Standardization of LED modules and their
optimization are key factors behind decreasing
costs. This has resulted in more vehicles equipped
with LED technology.
Automotive lighting is driven by exterior lighting
and especially headlamps, generating more than
two-thirds of the total market revenue. Rear
lighting is the second largest area, representing
17% of total market revenue. Interior lighting
represents almost 10% of revenue but growth
is expected to be linked to the development of
autonomous vehicles and the creation of vehicles
as «living homes». Other types of lighting, such
as fog lamps, Center High Mounted Signal Light
(CHMSL) or small lamps, comprised the remaining
7% of revenue in 2016.
This report presents all automotive lighting applications
and the associated market revenue for the period
2013-2022, with details concerning integration status
of different lighting technologies and systems, recent
trends and market size by application.
AUTOMOTIVE LIGHTING: TECHNOLOGY, INDUSTRY
AND MARKET TRENDS
Market & Technology report - October 2017
FASTER THAN ANTICIPATED GROWTH WILL SEE THE MARKET REACH
$35.9B IN 2022 THANKS TO WIDE LED ADOPTION
Unexpectedly fast growth combined with technology evolution could reshape the industry.
KEY FEATURES OF THE REPORT
Get the sample of the report
on www.i-Micronews.com
• Automotive lighting market analysis
• Automotive lighting industry
analysis including Tier-1 players
• Automotive lighting technologies
analysis including LED, OLED and
laser
• Automotive lighting roadmap
analysis
WHAT’S NEW
The report provides a detailed
analysis of:
• Emerging lighting technologies
including those based on
microLEDs, LCDs and lasers
• Advanced front lighting system
(AFLS) architecture, and
interaction with sensors
• Chinese automotive lighting
industry
• Non-visible lighting systems such
as infrared and ultraviolet emitters
used for automotive applications
• Future trends in automotive lighting
REPORT OBJECTIVES
• Analyze the automotive lighting
market and applications’ current
status and future trends
• Review the automotive lighting
industry’s structure and future
trends
• Discuss the main technologies
used for automotive lighting, and
associated roadmaps
• Examine the main lighting systems
used for automotive applications,
and associated roadmaps
• Provide market insights for
2013-2022 for automotive lighting
applications
Automotive lighting market size 2016-2022
$17.4B
2016
2022
$4.3B
$2.4B
$0.6B
$0.6B
$0.4B
$25.7B
$35.9B
CAGR +5.7%
Headlamp
Rear lighting
Interior lighting
Small lamps
CHMSL*
Fog lamps
$23.6B
$5.8B
$4.6B
$0.6B
$0.8B
$0.4B
*Center High Mounted Signal Light
(Yole Développement, October 2017)
FRONT LIGHTING SYSTEMS: THE PIXEL ERA HAS JUST BEGUN
Glare-free adaptive headlamps were made possible
by the development of LED matrix systems splitting
the front beam into up to 25 vertical segments.
Such systems add value by keeping the high beam
enabled even when there is oncoming traffic and
therefore increasing the driver’s night visibility.
Today, the highest matrix resolution commercially
available has 84 pixels per headlamp, making it

AUTOMOTIVE LIGHTING:TECHNOLOGY, INDUSTRY AND MARKET TRENDS
THE BIG FIVE CONTROL THE AUTOMOTIVE LIGHTING INDUSTRY – BUTWILL
IT LAST?
The automotive lighting industry is in the hands of
five players: Japan’s Koito and Stanley, Italy’s Magneti
Marelli, France’s Valeo, and Germany’s Hella. Among
20 competing companies, the big five received 80% of
the total automotive lighting revenue in 2016.
To keep ahead, the leading players are innovating and
developing new technologies, including integrating
organic LEDs (OLEDs) and new LED, LCD or
laser light sources. But these companies are being
challenged by smaller ones like India’s Varroc Lighting
Systems and Austria’s ZKW, who are focused on
integrating new components and technologies using
laser or OLED light sources and developing new
lighting systems, electronics and/or software.
Some players are growing faster than the market.
Japan’s Ichikoh is taking advantage of its takeover
by Valeo. China’s Xingyu benefits from the fast
growth of the Chinese automotive market, which
will boom in the next five years. Asia, and mostly
China, represents the next main opportunity in the
automotive market, with nearly 65% of vehicles to be
sold in the region between 2017 and 2022.
This report presents an analysis of the automotive lighting
industry with details about the top 15 suppliers’ revenue
and market share in total and by region. The report
also includes a focus on the Chinese automotive lighting
market and industry.
possible for the system to create sharp masking zones.
Buttheincreaseinheadlampresolutionhasjuststarted,
as car manufacturers and Tier-1 manufacturers are
developing new technologies to increase it. They’re
working on very small/micro LEDs, laser or Liquid
Crystal Display (LCD) light sources with resolutions
ranging from 2,000 pixels to more than 500,000 pixels
per headlamp. All these technologies are different
but they have the same objective: create new light
functions such as roadway marking, driver support or
pedestrian interaction.
The main purpose of lighting will no longer be the
best visibility for the driver. The focus will become
communication with the environment of the car.
Many concepts and proposals have been made for
autonomous vehicles and concerns include safety and
acceptance by pedestrians. New lighting technologies
can enable this interaction but standards and
regulations have to be defined.
The report presents a complete overview of new lighting
technologies and advanced front lighting systems (AFLS),
providing details regarding benefits and drawbacks,
integration status, and development roadmap. The report
gives insights into the future of automotive lighting with
concepts developed by several players.
Synergies between ADAS and lighting technologies since the 90s
20201990 2003 2006 20152009
Halogen Xenon LED Laser
Lighting
technology
ADAS level L0 L3L2L1 L2
Lighting
functions
Matrix
light
Glare free
lighting
Bend
lighting
Pedestrian
info
L3
High beam
assist
Pixel
light
ADAS levels: L0: Driver only - L1: Driver assistance - L2: Partial automation - L3: Conditional automation - L4: High automation - L5: Full automation
2016 automotive lighting market shares
29%
14%
13%
12%
11%
21% Koito (JP)
Magneti Marelli (IT)
Valeo (FR)
Hella (DE)
Stanley (JP)
Others
Total
$25.7B

Find more
details about
this report here:
MARKET TECHNOLOGY REPORT
COMPANIES CITED IN THE REPORT (non exhaustive list)
3M, Abarth, Acura, Alfa Romeo, AMG, Apple, Aston Martin, Audi, Autoliv, Automotive Lighting, Avago,
Avis, Basf, Bentley, BlaBlaCar, BMW, Bolloré, Bosch, Brightek Optoelectronic, Bugatti, Buick, BYD,
Cadillac, Chevrolet, Chrysler, Cisco, Citizen Electronic, Citroen, Clean Technology Leader, CML Innovative
Technologies, CnLight, Continental, Covestro, Cree, Dacia, Daihatsu, Daimler, Datsun, Delphi, Denso, Depo
Auto Parts, Dodge, Dominant, Dupont, Edison, EFI Lighting, Elmos Semiconductor, Everlight, FCA, Ferrari,
Fiat, Ford, Fraunhofer, Freescale, Fujitsu, Geely, General Motors, GMC, Grupo Antolin, Hamamatsu, Harman,
Harvatek, Hella, Hokuyo, Holden, Honda, Honglitronic, Hyundai, Ibeo, IBM, Ichikoh, Infineon, Infiniti, Inova
Semiconductor, Itswell, Jaguar, Jeep, Kandi, Kia, Kodenshi, Koito, Konica Minolta, Lada, Lamborghini, Lancia,
Land Rover, Leddartech, Lextar, Lexus, LG Innotek, Lincoln, Lumens, Lumileds, Lumimicro, Luxpia, Magna,
Magneti Marelli, Maserati, Mazda, Mc Laren, Mercedes-Benz, Merck, Mini, Mitsubishi, Morpho, Nichia, Nissan,
Odelo, Olsa, Opel, Osram, Peugeot, Pioneer, Porsche, PSA, Quanergy, RAM, Renault, Rohm, Rolls Royce,
Samsung; San’an, Sandia National Laboratory, Schweizer, Scion, Seat, Seoul Semiconductor, Shenzhen Refond,
ShinEtsu, Sick, Skoda, SL Corporation, Smart, SoftKinetic, Stanley, STMicroelectronic, Subaru, Suzuki, Ta
Yih, Tata, Tesla, Texas Instrument, Toyoda Gosei, Toyota, Troller, TRW, TYC, Uber, Valeo, Varroc, Vauxhall,
Velodyne LIDAR, Visteon, Volkswagen, Volvo, Würth Elektronik, Xingyu, ZKW
• LED Lighting Module Technology,
Industry and Market Trends 2017
• MEMS and Sensors for Automotive -
Market and Technology Trends 2017
• IR LEDS and VCSELs - Technology,
Applications and Industry Trends
Find all our reports on
www.i-micronews.com
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Automotive market trends 13
Status of the market
- 2005 - 2016 vehicle sales
- Automotive manufacturers and associated brands
- Growth drivers
Macrotrends
- 2017 automotive landscape – Major players’ revenue
- How significant is the automotive industry ?
- Change in the industry landscape
- Automotive industry under transformation
- How styling of automotive is impacting front lighting?
Light sources and associated functions/applications 33
Halogen
Xenon/HID
LED
Laser
OLED
Light source vs. lighting functions/applications
Analysis of 2016 automotive lighting market 44
2016 Revenue - breakdown by supplier, by region of sale
and headquarter location
2013 - 2016 revenue growth
Drivers - growth of automotive market volume
Drivers - development of advanced front lighting
technologies / system
Drivers - development of new light source
technologies
Analysis of 2016 - 2022 automotive lighting
market trends 54
Market revenue forecast
- 2016-2022 market revenue forecast
- 2016 vs. 2022 comparison - breakdown by application
In-depth analysis of the front lighting market
- Headlamp system - segmentation and penetration
rate by technology
- LED headlamp system - penetration rate by system type
- Technology trends / penetration rates
- Market size - headlamp – ASP and LED headlamp
Automotive lighting industry 74
Analysis of tier-1 competitive landscape
- Market share - 2015 vs. 2016
- Automotive lighting market
- Supplier ranking per region
- 2013-2016 revenue trends for top 15 suppliers
- 2016 market share vs. 2015-2016 revenue growth
- analysis
Company profile
Analysis of chinese automotive lighting market and
industry trends
- Chinese automotive lighting market - LED penetration
rate , trends, market shares, relation between OEMs
and Top-5 Tier-1s
Packaged LED for automotive lighting 126
Drivers for LED integration
Challenges for LED integration
LED device suppliers
LED device suppliers - leaders, followers and emerging
players
Cost aspects
Trends
OLED panel for automotive lighting 140
Drivers and potential applications
Automotive application roadmap
Challenges for OLED integration - technology ,
market and industry aspects
Recent trends - BMW - from prototype to production
Future trends - from 2D OLED to 3D OLED
Laser diode for automotive lighting 152
Basic full LED headlamp vs LED headlamp with laser
booster
Technical aspects – comparison with LEDs
Laser vs. LED
Laser safety
Analysis of advanced front lighting systems (AFLS) 162
Applications
- Static bend lighting
- Non camera-based adaptive front lighting
- Camera-based adaptive front lighting
- Glare-free lighting
Development trends
- New opportunities with cameras
- ECU
- Global trends
- Importance of software
Future trends / opportunities
- Pixel lighting
- µAFS headlamp
- LCD headlamp
- Matrix laser headlamp
Technology roadmap and benchmark
ADAS and lighting technologies
Interior lighting 216
Key milestones
Functions/uses - introduction
Architecture evolution
Audi’s vision
LG’s vision
Toyota’s vision
Rear combination lamp 224
Milestones
Product evolution
Technical evolution
Technologies behind styling
OLED RCL
Future trends – holography
Lighting signature
Non visible lighting for automotive applications 239
Classification IR LED and laser applications
Classification by function
- Night Vision systems
- LIDAR
- Rain Sensors
- Gesture recognition systems
- Occupancy sensors
- Driver monitoring systems
- Photo interrupters
Integration of IR sources and roadmap
- Increasing functionality in automotive applications
- The future of automotive applications - 3D cameras
and iris and gesture recognition
- Focus on automotive markets - sensor fusion
Analysis of “the future of automotive lighting” 262
New functionalities for HD lighting systems
Light for automated driving
Interior lighting: automotive or lounge?
Integration of LIDAR into headlamps
BMW’s vision
Mercedes’ vision
VW’s vision
Mitsubishi’s vision
Stanley’s vision
Conclusion 274
Presentation of Yole Développement 277
TABLE OF CONTENTS
AUTHOR
Pierrick Boulay works as Market and
Technology Analyst in the fields of LED,
OLED and Lighting Systems to carry out
technical, economic and marketing analysis
at Yole Développement, the “More than
Moore” market research and strategy
consulting company. He has experience
in both LED lighting (general lighting,
automotive lighting…) and OLED lighting.
In the past, he has mostly worked in RD
department for LED lighting applications.
Pierrick holds a master degree in
Electronics (ESEO - France).

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Founded in 1998, Yole Développement has grown to become a group of companies providing marketing, technology and strategy consulting, media and corporate
finance services, reverse engineering and reverse costing services and well as IP and patent analysis. With a strong focus on emerging applications using silicon
and/or micro manufacturing, the Yole group of companies has expanded to include more than 80 collaborators worldwide covering MEMS and image sensors,
Compound Semiconductors, RF Electronics, Solid-state lighting, Displays, software, Optoelectronics, Microfluidics Medical, Advanced Packaging, Manufacturing,
Nanomaterials, Power Electronics and Batteries Energy Management.
The “More than Moore” market research, technology and strategy consulting company Yole Développement, along with its partners System Plus Consulting,
PISEO and KnowMade, support industrial companies, investors and RD organizations worldwide to help them understand markets and follow technology
trends to grow their business.
CONSULTING AND ANALYSIS
• Market data research, marketing analysis
• Technology analysis
• Strategy consulting
• Reverse engineering costing
• Patent analysis
• Design and characterization of innovative optical systems
• Financial services (due diligence, MA with our partner)
More information on www.yole.fr
MEDIA EVENTS
• i-Micronews.com website related @Micronews e-newsletter
• Communication webcast services
• Events: TechDays, forums…
More information on www.i-Micronews.com
REPORTS
• Market technology reports
• Patent investigation and patent infringement risk analysis
• Teardowns reverse costing analysis
• Cost simulation tool
More information on www.i-micronews.com/reports
CONTACTS
For more information about :
• Consulting Financial Services: Jean-Christophe Eloy (eloy@yole.fr)
• Reports: David Jourdan (jourdan@yole.fr) Yole Group of Companies
• Press Relations Corporate Communication: Sandrine Leroy (leroy@yole.fr)

© 2017
Yole Développement
FromTechnologies to Market
Source: Wikimedia Commons

25©2017 | www.yole.fr | About Yole Développement
FIELDS OF EXPERTISE COVERED BY OUR 35+ ANALYSTS
MEMS Sensors
Solid State Lighting
(LED, OLED, …)
Compound Semi.
Imaging
Photonics
MedTech
Manufacturing
Advanced
Packaging
Batteries / Energy Management
Power Electronics
Displays
RF
Devices
Techno.
Advanced
Substrates
Software

3 BUSINESS MODELS
o Consulting and Analysis
• Market data research,
marketing analysis
• Technology analysis
• Strategy consulting
• Reverse engineering costing
• Patent analysis
• Design and characterization of
innovative optical systems
• Financial services (due diligence,
MA with our partner)
www.yole.fr
o Reports
• Market technology reports
• Patent investigation and patent
infringement risk analysis
• Teardowns reverse costing
analysis
• Cost simulation tool
www.i-Micronews.com/reports
o Media
• i-Micronews.com website
• @Micronews e-newsletter
• Communication webcast
services
• Events:TechDays, forums,…
www.i-Micronews.com

A GROUP OF COMPANIES
Market, technology
and strategy
consulting
www.yole.fr
Due diligence
www.yole.fr
Manufacturing costs analysis
Teardown and reverse engineering
Cost simulation tools
www.systemplus.fr
IP analysis
Patent assessment
www.knowmade.fr
Innovation and business maker
www.bmorpho.com
Design and characterization of
innovative optical systems
www.piseo.fr

OUR GLOBAL ACTIVITY
30%of our business
40%of our business
30%of our business
Greater
China office
Yole Japan
HQ in Lyon
Nantes
Paris
Nice
Vénissieux
Europe office
Frankfurt
Hsinchu
Tokyo
Yole Inc.
Phoenix
Yole Korea
Seoul
Palo Alto

ANALYSIS SERVICES - CONTENT COMPARISON
Multi-
Customers
Action
Technology
and Market
Report
Leadership
Meeting
QA
Service
Depth of the analysis
Breadthoftheanalysis
Meet the
Analyst
Custom
Analysis
High
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SERVING THE ENTIRE SUPPLY CHAIN
Our analysts
provide
market
analysis,
technology
evaluation,
and business
plans along
the entire
supply chain
Integrators and
end-users
Device manufacturers
Suppliers: material, equipment,
OSAT, foundries…
Financial investors,
RD centers

SERVING MULTIPLE INDUSTRIAL FIELDS
We work
across
multiples
industries to
understand
the impact of
More-than-
Moore
technologies
from device
to system
From A to Z…
Transportation
makers
Mobile phone
and
consumer
electronics
Automotive
Medical
systems
Industrial
and defense
Energy
management

o Yole Développement publishes a comprehensive collection of market technology reports and patent analysis in:
• MEMS Sensors
• RF devices technologies
• Imaging
• Medical technologies (MedTech)
• Photonics
• Advanced packaging
• Manufacturing
• Advanced substrates
• Power electronics
• Batteries and energy management
• Compound semiconductors
• Solid state lighting
• Displays
o You are looking for:
• An analysis of your product market
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The combined team of 60+ experts (PhDs, MBAs, industry veterans…) from Yole Développement, System Plus Consulting and KnowMade, collect information, identify
the trends, the challenges, the emerging markets, the competitive environments and turn it into results to give you a complete picture of your industry landscape.
In the past 19 years, we worked on more than 2 000 projects, interacting with technology professionals and high level opinion makers from the main players of the
industry.
o Every year, Yole Développement, System Plus Consulting and Knowmade publish +120 reports. Gain full benefit from our Bundle and Annual Subscription offers.
REPORTS COLLECTION
www.i-Micronews.com

OUR 2017 REPORTS PLANNING (1/2)
MARKET ANDTECHNOLOGY REPORTS byYole Développement
o MEMS SENSORS
− Acoustic MEMS and Audio Solutions 2017
− Integrated Passive Devices Market Status 2017
− 3D Imaging Sensing 2017
− Status of the MEMS Industry 2017
− Silicon Photonics 2017*
− MEMS Sensors for Automotive 2017
− High End Inertial Sensors for Defense and Industrial Applications 2017*
− Magnetic Sensors Market and Technologies 2017
− Sensors and Sensing Modules for Smart Homes and Buildings 2017
− Sensing and Display for AR/VR/MR 2017**
− MEMS Packaging 2017
− Fingerprint Sensor Applications and Technologies - Consumer Market Focus 2017
o RF DEVICES AND TECHNOLOGIES
− RF Front End Modules and Components for Cellphones 2017
− Advanced RF SiP for Cellphones 2017
− 5G Impact on RF Industry: From Wireless Infrastructure to Cellphone Terminals
2017
− RF Technologies for Automotive Applications 2017
− GaN and Si LDMOS Market and Technology Trends for RF Power 2017
o MANUFACTURING
− Glass Substrate Manufacturing 2017
− Equipment Materials for Fan Out Technology 2017
− Equipment and Materials for 3D TSV Applications 2017
− Emerging Non Volatile Memories 2017*
o MEDTECH
− Status of the Microfluidics Industry 2017
− Solid State Medical Imaging 2017
− Connected Medical Devices: the Internet of Medical Things 2017
− Sensors for Medical Robotics 2017
− Artificial Organs: Market Technology Analysis 2017
− Organs-on-a Chip 2017
o ADVANCED PACKAGING
− Advanced Substrates Overview 2017
− Status of the Advanced Packaging Industry 2017
− Fan Out Packaging: Market Technology Trends 2017*
− 3D TSV and 2.5D Business Update - Market and Technology Trends 2017
− Advanced QFN: Market Technology Trends 2017**
− MEMS Packaging 2017
− Advanced Packaging for Memories 2017
− Advanced RF SiP for Cellphones 2017
− Power Packaging Market and Technology Trends 2017
− Embedded Die Packaging: Technologies and Markets Trends 2017
o IMAGING OPTOELECTRONICS
− 3D Imaging Sensing 2017
− Status of the CMOS Image Sensor Industry 2017*
− Camera Module for Consumer and Automotive Applications 2017*
− Uncooled Infrared Imaging Technology Market Trends 2017*
− Solid State Medical Imaging 2017
− Embedded Software for Machine Vision Systems 2017**
o BATTERY AND ENERGY MANAGEMENT
− Status of the Rechargeable Li-ion Battery Industry*2016 version still available / **To be confirmed

OUR 2017 REPORTS PLANNING (2/2)
o POWER ELECTRONICS
− Status of Power Electronics Industry 2017
− Power MOSFET 2017: Market and Technology Trends
− IGBT Market and Technology Trends 2017
− Power Module Packaging: Material Market and Technology Trends 2017
− Power SiC 2017: Materials, Devices, and Applications
− Power GaN 2017: Materials, Devices, and Applications*
− Materials Market Opportunities for Cellphone Thermal Management (Battery
Cooling, Fast Charging, Data Processing, etc.) 2017
− Gate Driver Market and Technology Trends 2017
− Power Management ICs Market Quarterly Update 2017
− Thermal Management for LED and Power 2017
o COMPOUND SEMICONDUCTORS
− Power SiC 2017: Materials, Devices, and Applications
− Power GaN 2017: Materials, Devices, and Applications*
− GaN and Si LDMOS Market and Technology Trends for RF Power 2017
− 5G Impact on RF Industry: From Wireless Infrastructure to Cellphone Terminals
2017
− Bulk GaN Substrate Market 2017
o DISPLAYS
− MicroLED Displays 2017
− MicroLED IP 2017
− Quantum Dots for Display Applications 2017
− Phosphors Quantum Dots 2017 - LED Downconverters for Lighting Displays
o SOLID STATE LIGHTING
− UV LEDs 2017 - Technology, Manufacturing and Application Trends*
− Horticultural Lighting 2017 - Technology, Industry and Market Trends
− Automotive Lighting 2017 - Technology, Industry and Market Trends*
− Active Imaging and Lidar 2017 - IR Lighting**
− LED Lighting Module 2017 - Technology, Industry and Market Trends
− IR LEDs and VCSELs - Technology Applications and Industry Trends 2017
− Phosphors Quantum Dots 2017 - LED Downconverters for Lighting Displays
− MicroLED Displays 2017
− CSP LED Lighting Module 2017
− LED Packaging 2017
− Thermal Management Technology and Market Perspectives in Power Electronics
and LEDs 2017
PATENT ANALYSIS by Knowmade
− Consumer Physics SCiO Molecular Sensor Patent-to-Product Mapping 2017
− Patent Licensing Companies in the Semiconductor Market - Patent Litigation Risk
and Potential Targets 2017
− MEMS Microphone: Patent Landscape Analysis 2017
− Knowles MEMS Microphones in Apple iPhone 7 Plus Patent-to-Product Mapping
− Microbolometer: Patents Used in Products 2017
− Microfluidic Technologies for Diagnostic Applications Patent Landscape 2017
− Pumps for Microfluidic Devices Patent Landscape
− III-N Patent Watch
− MicroLEDs: Patent Landscape Analysis 2017
− Uncooled Infrared Imaging: Patent Landscape Analysis 2017
− 3D Monolithic Memory: Patent Landscape Analysis 2017
− NMC Lithium-Ion Batteries Patent Landscape Analysis
− FLUIDIGM Patent Portfolio Analysis
TEARDOWN REVERSE COSTING by System Plus Consulting
More than 60 teardowns and reverse costing analysis and cost simulation tools to be
published in 2017.
*2016 version still available / **To be confirmed

OUR 2016 PUBLISHED REPORTS LIST (1/2)
MARKET AND TECHNOLOGY REPORTS by Yole Développement
o MEMS SENSORS
− Gas Sensors Technology and Market 2016
− Status of the MEMs Industry 2016
− Sensors for Cellphones and Tablets 2016
− Market and Technology Trends of Inkjet Printheads 2016
− Sensors for Biometry and Recognition 2016
− Silicon Photonics 2016
o IMAGING OPTOELECTRONICS
− Status of the CMOS Image Sensor Industry 2016
− Uncooled Infrared Imaging Technology Market Trends 2016
− Imaging Technologies for Automotive 2016
− Sensors for Drones Robots: Market Opportunities and Technology Evolution 2016
o MEDTECH
− BioMEMS 2016
− Point of Care Testing 2016: Application of Microfluidic Technologies
o ADVANCED PACKAGING
− Embedded Die Packaging: Technology and Market Trends 2017
− 2.5D 3D IC TSV Interconnect for Advanced Packaging: Business Update 2016
− Fan-Out: Technologies and Market Trends 2016
− Fan-In Packaging: Business update 2016
− Status and Prospects for the Advanced Packaging Industry in China 2016
o MANUFACTURING
− Thin Wafer Processing and Dicing Equipment Market 2016
− Emerging Non Volatile Memories 2016
o COMPOUND SEMICONDUCTORS
− Power GaN 2016: Epitaxy and Devices, Applications and Technology Trends
− GaN RF Devices Market: Applications, Players, Technology and substrates 2016
− Sapphire Applications Market 2016: from LED to Consumer Electronics
− Power SiC 2016: Materials, Devices, Modules, and Applications
o LED
− UV LED Technology, Manufacturing and Applications Trends 2016
− OLED for Lighting 2016 – Technology, Industry and Market Trends
− Automotive Lighting: Technology, Industry and Market Trends 2016
− Organic Thin Film Transistor 2016: Flexible Displays and Other Applications
− Sapphire Applications Market 2016: from LED to Consumer Electronics
o POWER ELECTRONICS
− Power Electronics for EV/HEV 2016: Market, Innovations and Trends
− Status of Power Electronics Industry 2016
− Passive Components Technologies and Market Trends for Power Electronics 2016
− Power SiC 2016: Materials, Devices, Modules, and Applications
− Power GaN 2016: Epitaxy and Devices, Applications, and Technology Trends
− Inverter Technologies Trends Market Expectations 2016
− Opportunities for Power Electronics in Renewable Electricity Generation 2016
− Thermal Management Technology and Market Perspectives in Power Electronics and
LEDs 2017
− GaN RF Devices Market: Applications, Players, Technology and substrates 2016
o BATTERY AND ENERGY MANAGEMENT
− Beyond Li-ion Batteries: Present and Future Li-ion Technology Challengers 2016
− Stationary Storage and Automotive Li-ion Battery Packs 2016
− Opportunities for Power Electronics in Renewable Electricity Generation 2016

OUR 2016 PUBLISHED REPORTS LIST (2/2)
PATENT ANALYSIS by Knowmade
− Microbattery Patent Landscape Analysis
− Miniaturized Gas Sensors Patent Landscape Analysis
− 3D Cell Culture Technologies Patent Landscape
− Phosphors and QDs for LED Applications Patent Landscape
− TSV Stacked Memory Patent Landscape
− Fan-Out Wafer Level Packaging Patent Landscape Analysis
TEARDOWN REVERSE COSTING by System Plus Consulting
More than 45 teardowns and reverse costing analysis and cost simulation tools published
in 2016.
MORE INFORMATION
o All the published reports from the Yole Group of Companies are available on our website
www.i-Micronews.com.
o Ask for our Bundle and Annual Subscription offers: With our bundle offer, you choose the
number of reports you are interested in and select the related offer. You then have up to 12
months to select the required reports from the Yole Développement, System Plus Consulting
and KnowMade offering. Pay once and receive the reports automatically (multi-user format).
Contact your sales team according to your location (see the last slide).

MICRONEWS MEDIA
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Events Webcasts
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to reach global audiences.
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Brand visibility, networking
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Today's technology makes it
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Gain new leads for your business
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Contact: CamilleVeyrier (veyrier@yole.fr), Marketing Communication Project Manager.

CONTACT INFORMATION
o CONSULTING AND SPECIFIC ANALYSIS
• North America: Steve LaFerriere, Director of Northern America Business Development
Email: laferriere@yole.fr – +1 31 06 008 267
• Japan Rest of Asia: Takashi Onozawa, General Manager, Asia Business Development
Email: onozawa@yole.fr - +81 3 4405 9204
• Greater China: Mavis Wang, Director of Greater China Business Development
Email: wang@yole.fr - +886 979 336 809
• RoW: Jean-Christophe Eloy, CEO President, Yole Développement
Email eloy@yole.fr - +33 4 72 83 01 80
o REPORT BUSINESS
• North America: Steve LaFerriere, Director of Northern America Business Development
Email: laferriere@yole.fr – +1 31 06 008 267
• Europe: Lizzie Levenez, EMEA Business Development Manager
Email: levenez@yole.fr - +49 15 123 544 182
• Rest of Asia: Takashi Onozawa, General Manager, Asia Business Development
Email: onozawa@yole.fr - +81 3 4405 9204
• Japan Asia: Miho Othake, Account Manager
Email: ohtake@yole.fr - +81 3 4405 9204
• Greater China: Mavis Wang, Director of Greater China Business Development
Email: wang@yole.fr - +886 979 336 809
o FINANCIAL SERVICES (in partnership with Woodside Capital Partners)
• Jean-Christophe Eloy, CEO President
Email: eloy@yole.fr - +33 4 72 83 01 80
o GENERAL
• Public Relations: leroy@yole.fr - +33 4 72 83 01 89
• Email: info@yole.fr - +33 4 72 83 01 80
Follow us on

39
About Solid State Lighting LED,
OLED… and Display Activities
©2017 | www.yole.fr | LED Lighting Module Technology Industry and Market Trends

40
Yole is active throughout the value chain: Example of LED and Sapphire activities
FOCUS ON SOLID STATE LIGHTING LED, OLED AND DISPLAY ACTIVITIES
We are active
throughout the
value chain:
from substrates
to systems.
And we interact
with
industrial/RD
players from
each level.
Substrate
SiC/Sapphire/Silicon/Bulk
GaN/Engineered
substrates
LED epi-
wafer
Mesa LED, Flip Chip LED,
Vertical LED structures
LED dies-
on-wafer
LED dies
Front-end Level 0 - Epitaxy
• Nucleation layer
• n-type layer
• Active layers MQW
• p-type layer
Back-End Level 0 - Packaging
• Substrate separation and Bonding
• Die singulation
• Testing and Binning
LED systems and applications
Front-end Level 1 - Device Production
• Inspection
• Masking/Lithography
• Etching
• Metallization/Contacts/Mirrors
Back-End level 1 - Packaging
• Die Attach and Interconnections
• Phosphors
• Encapsulation and Optics
Packaged LEDs
Module Packaging
• Substrates PCB
• Encapsulation and Optics
• Heatsink
LED modules

41
Insights on Forecast Methodology Example of LED and Sapphire activities
'What’s Behind
the Crystal Ball?'
Only analysts that
follow the
industry on a daily
basis through
interviews and
developed market
modeling tools
based on
discussions with
key players of the
industry.
APPLICATION
Forecast of standard
product market volume unit
e.g.: Smartphone, TVs, lamps
Definition of functions using
LEDs
e.g.: 'Flash vs. Keypad' for
smartphone
Definition of technical
requirements
e.g.: Efficacy, size
Definition of LED
penetration rate and
competitiveness with
alternative technologies
e.g.: 'OLED vs. LED' in smartphone
Forecast of LED market volume in units
Split by application, power type low vs. medium vs. high
power, package type single vs. multi-die
Definition of LED
ASP
Per power type, packaged
type
Forecast of LED market size in $
Split by application, power type, package type
Definition of manufacturing flows for
front-end and packaging process,
technologies, materials, yields
Split by application, power type, package type
Forecast of LED manufacturing
equipment and material markets
in units and $
e.g.: Phosphors, encapsulant, dicing equipment
Definition of LED die
surface in mm²
Definition of substrate die surface in
mm² and epiwafer volume unit
Split by type of substrate
Forecast of LED substrate
markets in units and $
Split by type of substrate
Definition of sales
levels of key
manufacturers in
$
Ex: LED, packaging
materials, epitaxy
materials, manufacturing
equipment, MOCVD
reactor, substrate
System Plus Consulting
expertise in reverse
costing/reverse
engineering

42
AboutYole’s AnalystTeam
A team based
on persons
having
complementary
skills and
expertise.
Pars MUKISH - Business Unit Manager - SSL and Display
Pars MUKISH holds a master degree in Materials Science and Polymers ITECH - France and a master degree in Innovation
and Technology Management EM Lyon - France. Since 2015, Pars MUKISH has taken on responsibility for developing LED,
OLED and Sapphire activities as Business Unit Manager at Yole Développement. Previously, he has worked as Marketing
Analyst and Techno-Economic Analyst for several years at the CEA French Research Center.
Dr. EricVIREY - Senior Market andTechnology Analyst - Sapphire and Display
Eric VIREY holds a Ph-D in Optoelectronics from the National Polytechnic Institute of Grenoble INPG - France. He works
as Market and Technology Analyst in the fields of Sapphire, LED/OLED and Display. In the last 12 years, he has held various
RD, engineering, manufacturing and marketing positions with Saint-Gobain. Most recently, he was Market Manager at Saint-
Gobain Crystals, in charge of Sapphire and Optoelectronic products.
Pierrick BOULAY - Market andTechnology Analyst - SSL
Pierrick BOULAY holds a master degree in Electronics from ESEO France. He works as Market and Technology Analyst in
the fields of LED, OLED and Lighting Systems to carry out technical, economic and marketing analysis. He has experience in
both LED lighting general lighting, automotive lighting… and OLED lighting. In the past, he has mostly worked in RD
department for LED lighting applications.

43
Report collection
Previous Publications:
• Status of the LED Industry
• LED in Road and Street Lighting
• LED Front End
• GaN-on-Si Technology and Market
• Phosphors and QDs - IP Landscape
2016 Publications:
• OLED For Lighting - February 2016
• Automotive Lighting - April 2016
• UV LED - August 2016
• Sapphire - September 2016
• OrganicTFT - October 2016
2017 Publications:
• Thermal Management for LED and PE - New
• LED Packaging - Update
• MicroLEDs and MicroDisplays - New
• CSP LED Lighting Module - New
• IR LEDs and Lasers - New
• Agricultural Lighting - New
• LED Lighting Module - Update
• QD for Display Applications - New
• LED Downconverters Phosphors and QDs - Update
• Automotive Lighting - Update
• UV LED - Update
• Display for Augmented Reality - New
A collection of
more than 15
reports on Solid
State Lighting
and Display.
Our reports are unmatched in quality and technology depth and typically include:
• Technology trends and evolution: costs, barriers, roadmaps
• Supply and value chain analysis: business models, relationships
• In-depth analysis of applications and market drivers: challenges, inflection points
• Market data: $, units, wafer starts
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published

Automotive Lighting Technology, Industry and Market Trends 2017 Report by Yole Developpement

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Automotive Lighting Technology, Industry and Market Trends 2017 Report by Yole Developpement