As the global decarbonization trend becomes increasingly clear, the process of electrification, intelligence, networking, and sharing of automobiles is accelerating, and the penetration rate of new energy vehicles worldwide is showing a rapid increase. According to the latest data statistics, global production and sales of new energy vehicles are booming, and it is expected that sales growth in this quarter will exceed expectations, with a market share of 22.9%.

Among them, China's new energy vehicles have contributed an important increment. According to data from the China Association of Automobile Manufacturers, the retail sales of new energy vehicles in China have shown a trend of upward growth from January to September. Among them, the retail sales of new energy passenger vehicles reached 611000 units in September, a year-on-year increase of 82.9% and a month on month increase of 14.7%. In September, the domestic retail penetration rate of new energy vehicles reached 31.8%, an increase of 11 percentage points from the 21.1% penetration rate in September 2021.

The trend of domestication of 01 car lights is unstoppable, and Jingneng Optoelectronics is waiting for the opportunity to move forward

The "New Four Modernizations" of automobiles have matured the new energy vehicle industry and reshaped the value chain of automotive products. As one of the important functional and appearance components of automobiles, car lights have become an important breakthrough point for brand differentiation and improved recognition. They have been endowed with more ideas and expectations. "Intelligence, personalization, scene based, and interactive" have gradually become the keywords of contemporary car lights. In this context, The industrial value chain, including car lights, has ushered in important development opportunities.

The rapid popularization of new energy vehicles in China has created huge business opportunities for the domestic automotive lighting industry. At the same time, China is in a stage of expanding domestic demand and promoting internal circulation, and domestic substitution is unstoppable. Therefore, the field of automotive LED light sources is bound to usher in a wave of domestic substitution. This means that domestic automotive LED enterprises represented by Jingneng Optoelectronics have the opportunity to "overtake" and change the pattern, and it also means that competition in this track will become increasingly fierce, How to accurately judge market trends and quickly and effectively match demand has become the key to widening the gap between enterprises.

Recently, Tu Hongping, General Manager of Jingneng Optoelectronics (Jiangxi) Co., Ltd., stated in an interview with LEDinside that domestic substitution of automotive LED light sources is the trend. However, for domestic LED light source manufacturers, it is necessary to understand the diversification of automotive LEDs before seizing the opportunity and taking action. This is mainly reflected in two aspects: product diversification and diversification of usage conditions.

Tu Hongping, General Manager of Jingneng Optoelectronics (Jiangxi) Co., Ltd

In terms of products, there are currently a wide variety of chip types, wavelengths, packaging forms, and other types of automotive LEDs. To do well in automotive LEDs, enterprises need to have comprehensive technology and vehicle level product performance, and form a relatively complete product series based on years of product development and verification, in order to meet the needs of customers for centralized procurement and meet their requirements for quality control consistency.

In terms of usage conditions, automotive LEDs usually need to be used in harsh environments such as high temperature, high humidity, and high vibration, and the product reliability requirements are far higher than ordinary lighting LEDs. Therefore, Tu Hongping believes that enterprises first need to have a profound understanding of high current and high-power LEDs, and more importantly, have a production and quality management system that matches vehicle grade standards.

Tu Hongping introduced that Jingneng Optoelectronics has more than ten years of technical accumulation and quality control accumulation in professional lighting sub fields such as consumer electronics, TV backlighting, and outdoor lighting. It has entered the international first camp in the field of high-power device technology. In order to enter the automotive lighting market, Jingneng Optoelectronics has invested a lot of effort in product development, verification, certification, quality control, and other aspects in the early stage. After reviewing the situation, it started promoting automotive lighting products last year.

Based on years of accumulated advantages in high-power chips and packaging technology, Jingneng Optoelectronics can now provide customized IDM light source product solutions for host manufacturers, covering a full range of product solutions from epitaxial, chip to packaging modules. Moreover, Jingneng Optoelectronics is also focusing on automotive electronic components, continuously improving product performance to build advanced headlight systems.

02 Excellent technology and quality assurance, with the accumulation and development of Jingneng Optoelectronics

It can be seen that the timing is ripe, and the crystal energy photoelectric system is starting to run out of acceleration. From January to August this year, the sales of Jingneng Automotive Lighting products increased tenfold, and the business entered a period of rapid growth. As the saying goes, one minute on stage and ten years off stage, Jingneng Optoelectronics has achieved impressive results today, supported by its excellent technology and reliable quality assurance.

In terms of technology, take the LED headlights of cars with high thresholds as an example. At present, the front headlight products of Jingneng Optoelectronics are the 1xN ASL ceramic series, which uses glass fluorescent film technology and high-performance AlN ceramic substrate, with good thermoelectric separation characteristics and compact light source design. Specifically, from 1x1 to 1x4, the power consumption of each chip in this series of products is approximately 3W, while the power consumption of the entire LED device is 3-12W. Tu Hongping stated that the 1xN ASL series has the highest illumination in China, and its light efficiency even exceeds the level of similar products from some of the top five international automotive LED manufacturers. Moreover, the product has been validated by AEC-Q102 and has been widely used by automotive customers.

In terms of quality control, Jingneng Optoelectronics has always adhered to the principle of firmly adhering to the "red line" of product quality. With a deep understanding of its own technology, Jingneng Optoelectronics has independently developed MES and PDM systems, achieving product development cycle management, manufacturing process management, finished product management, customer order management, warehouse management, shipment management, etc; Realize the prevention and full traceability of key processes in the manufacturing process, which can be infinitely expanded. Utilize the system to achieve refined management and efficiency improvement, and combine with the ERP system to achieve comprehensive IT management of the company's operations, solidifying the foundation of high-end quality.

For automotive LED products, Jingneng Optoelectronics strictly selects key raw materials, strictly implements the vehicle grade CPK standard 1.67, and links with the MES system to achieve high-quality product control. According to its disclosure, an important customer once bluntly stated after the factory audit that the manufacturing control capability of Jingneng Optoelectronics has exceeded the LED level and reached the IC level.

Looking ahead to the future, Jingneng Optoelectronics will continue to focus on the basic skills of "product quality", while also adhering to technological innovation, building brand barriers from both technical and quality dimensions, seizing market opportunities, and helping to narrow the technological gap between domestic and international manufacturers.

According to the plan, Jingneng Optoelectronics will import silicon based Mini LED and Micro technology into pixel level ADB headlights on the basis of the full series of basic LED headlights. At present, the product development technology route of Jingneng Optoelectronics ADB headlights can be divided into two types: one is to place high-power Mini CSPs in the form of modules, and the other is to integrate tens of thousands of pixels of ADB headlights through Micro LEDs.

At present, the automotive lighting business of Jingneng Optoelectronics has pressed the "fast forward" button, and technology research and market development are fully underway. Next, Jingneng Optoelectronics will leverage its advantages in integrating resources in the vertical LED industry chain, continuously expanding its business in the automotive electronics sector, while maintaining close cooperation with major domestic automotive enterprises and light manufacturers, creating value for customers from the entire industry chain of LED chips, devices, modules, etc., with the goal of becoming a globally renowned automotive electronics provider.

(Source: LEDinside)