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Everlight Automotive uses LED components to enter the emerging market car supply chain
The market for automotive LED components has grown significantly in recent years. The market penetration rate of automotive interior LED applications has reached 70% to 80%, and the proportion of automotive headlamps using LEDs is also increasing. At present, Taiwan’s LED packaging plants are actively in the car. With the LED cultivation, while solving the development technology threshold, and has a considerable scale of mass production capacity, it belongs to the LED packaging factory leader Yiguang. The reporter interviewed Mr. Jin Haitao, the associate of Yiguang Management Center, to share the development trend of Yiguang in the automotive LED market and the observed trend of automotive LED market. First, the main market is to attack emerging markets and attack the mature markets in Europe and America. The associates of the company are pointing out that the layout of Yiguang in the global market is basically synchronized, but the speed of profit recovery and the speed of different regional markets are different. For the competitive advantage of the international big manufacturers, Yiguang's current experience and operation in the market will be faster from the recovery of the founding partners and targets of the OEMs and car factories in emerging markets. The reason why we choose this way is that the requirements of the car manufacturers in the advanced mature market are relatively high. The car lamp partners who have cooperated for many years need more time to cut into the supply of refining, while the car manufacturers in the emerging market have more time to import and verify than the European and American manufacturers. To be short, in terms of current strategy, opportunities in Southeast Asia, China, India and other markets are relatively high. For example, there are about 22 major automakers in China, and these related supply chains are huge demand in China's local auto market. The main problem is that the models in the market are diversified, but the number of cars sold is small. In the European and American markets, the car specifications are more rigorous. It can be said to be the leader of the global trend, but the verification time is longer, so the recycling time will be lengthened. Now the designin case is expected to be recycled by 2019. He further stated that whether it is a vehicle light source with LEDs or external LEDs, it requires a certain verification time. The outside world may think that the LED lighting required for electric vehicles requires a shorter verification time, but in fact it is similar to the time required for a general car. At present, the business of the factory and the original lamp of the car factory and the car factory will be bigger than the aftermarket. The company is looking for OEM and original market. Therefore, at present, Everlight's key development markets in Asia are mainly in India, China and South Korea, and Southeast Asia. As for the Japanese market, few Taiwanese factories have entered this market.