"从2004年成立时面对巨头环伺的窘境，到2024年位列全球照明LED封装厂商营收第二，从单一封装业 务到'一体两翼'产业布局落地，鸿利智汇的22年，是中国LED产业自主创新、突破升级的生动缩 影。"近日，鸿利智汇董事长李俊东在接受上海证券报记者专访时说。 战略同频行稳致远 "鸿利智汇每一步布局都与国家产业方向深度契合，这是我们二十余年行稳致远的核心密码。"李俊东将 鸿利智汇的成长归因为对战略方向的精准把握。 创业初期，鸿利智汇的选择是摒弃低端加工的捷径，毅然投身于核心技术攻关，主动参与国家重要规 划，即便在发展初期面临着成本倒挂的巨大压力，也在坚持自主研发。这一选择让鸿利智汇终有收获 ——2008年用4.5万颗LED灯珠点亮北京奥运会"梦幻五环"；2019年凭借"高光效长寿命半导体照明关键 技术与产业化"项目荣获国家科学技术进步奖一等奖，成功实现核心器件国产化，打破海外技术专利垄 断。 进入"并跑"阶段后，鸿利智汇的选择是突破边界——10多年前，鸿利智汇布局汽车照明，通过收购谊善 车灯、成立车用半导体科技分公司构建全链条能力；2019年，在Mini/Micro LED显示技术萌芽期，公司 成立鸿利显示，成为 ...

Core Viewpoint - The global automotive LED market is expected to face significant price pressure in 2025 due to ongoing economic uncertainties, but a recovery in automotive production is anticipated in the second half of 2025, leading to projected market values of $3.451 billion for automotive LEDs and $35.729 billion for automotive lighting by 2025 [1]. Group 1: Automotive Lighting Trends - Automotive lighting is shifting towards personalization, communication displays, driver assistance, and safety upgrades [3]. - Adaptive headlights (ADB) enhance nighttime visibility and reaction time to obstacles, with a projected market penetration rate of 21.6% by 2029 despite current economic uncertainties [5][6]. - The introduction of Micro/Mini LED technology in adaptive headlights is expected to improve safety through flexible pixel control, with manufacturers like Volkswagen and Tesla adopting these technologies [5][6]. Group 2: Tail Light Innovations - The trend in automotive lighting includes personalized and communication displays, with Mini LED tail lights being integrated into various vehicle models [7]. - Ams OSRAM's ALIYOS technology allows for flexible Mini LED arrangements, enabling dynamic visual effects for design and information display [7]. Group 3: Decorative Lighting Market - The decorative lighting segment, including ambient lights and grille lamps, is projected to reach $311 million by 2029, with a compound annual growth rate of 28% from 2024 to 2029 [8]. - Intelligent ambient lighting, featuring built-in ICs for RGB LEDs, is expected to see a high growth rate of 69% [8]. Group 4: Mini LED Display Trends - Mini LED technology is being adopted by major automotive manufacturers, enhancing display quality with features like HDR and local dimming [10]. - Companies such as NIO, General Motors, and Ford are expected to implement Mini LED displays in their vehicles by 2024, with further expansions planned through 2029 [10]. Group 5: Market Size and Revenue Performance - The global automotive lighting market is projected to slightly decline to $34.658 billion in 2024 due to pricing pressures and inventory adjustments, despite a rise in electric vehicle sales [12]. - The top ten automotive lighting manufacturers for 2024 include Koito, Valeo, and Forvia Hella, among others [12]. Group 6: LED Manufacturer Revenue - The leading automotive LED manufacturers for 2024 are ams OSRAM, Nichia, and Lumileds, with ams OSRAM being favored for high-end and electric vehicles due to its product quality [14]. - The revenue of Everlight is expected to grow by over 40% in 2024, driven by demand in China, Europe, and South Korea [14].