In 2025, the electronics industry sees diverging trends: strong AI demand, weak consumer devices, early pull-in erases seasonality, and future growth slows.
San’an Optoelectronics and Lumileds announced on August 1st that San’an, along with foreign investors, will acquire 100% of Lumileds Holding B. for US$239 million in cash. TrendForce’s LED industry demand and supply database notes that Lumileds ranks among the world’s top seven LED packaging companies. The acquisition will help San’an gain entry into the international cross-licensing patent alliance led by Nichia, ams OSRAM, Cree LED, Lumileds, and Toyoda Gosei, while also leveraging Lumileds’ two-decade legacy in the global market.
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.
TrendForce Touch Taiwan 2025 Exhibit Report
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Chapter I. Automotive Lighting Market Trend
Chapter II. Automotive Display Market Trend
Chapter III. Automotive Lighting Market Scale and Player Revenue Performance
Chapter IV. Automotive LED Player Revenue and Strategies
EU, US, Japan, Korea, Taiwan, China
Demand- IT Display, Lighting, Automotive, Digital Display, UV LED, IR LED
Supply- GaN AS/P MOCVD, Wafer Sufficiency
Demand- IT Display, Lighting, Automotive, Digital Display, UV LED, IR LED
Supply- GaN AS/P MOCVD, Wafer Sufficiency
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