Recently, Hangjia Shuo Research released the latest survey data, indicating that the sales of vehicles equipped with Mini LED technology have surpassed one million units in 2025, reaching 1.001 million units, while this figure was only 64,000 units in 2022, showing an exponential growth trend in the industry.

As the competition for intelligent new energy vehicles enters the second half, in-vehicle LED, as the core interface for human-machine interaction in smart cockpits, is experiencing an iteration wave led by Mini LED. As a leading domestic backlight LED company, JUFEI, with its position among the top ten automotive LED manufacturers globally and its technological reserves, is expected to become a core beneficiary of this growth track.

Intelligent Demand Catalyzes Accelerated Penetration of In-Vehicle Mini LED

Currently, the ongoing transformation towards intelligence is continuously reshaping the automotive industry ecosystem, and upgrading smart cockpits has become an important direction for automakers to build differentiated competitiveness. In-vehicle screens are also continuously developing towards larger, multi-screen, and high-definition formats. Mini LED backlight technology, with its high contrast, high reliability, fine partition dimming, and no burn-in risk, meets the stringent automotive standards, and its cost control advantages make it a mainstream choice for automakers to balance performance and cost.

In the field of automotive lighting, new application scenarios such as intelligent interactive headlights and immersive ambient lights further stimulate the demand for Mini LED. For example, ISD intelligent interactive taillights, relying on distance reminders, customizable graphics and text, dynamic interaction, and gaming interaction, have become a new trend in the high-end automotive market. Based on this, the current LED usage per vehicle for smart connected cars has significantly increased from 30-50 pieces in traditional fuel vehicles to 80-150 pieces, with some luxury models exceeding 200 pieces, providing a broad market space for LED companies.

It is worth noting that in-vehicle LED products face relatively high entry barriers due to strict automotive-grade certification standards, long verification cycles, and high technical and reliability requirements, resulting in gross margins generally higher than traditional consumer electronics LEDs. Relevant data from Zhixin Zhongke indicates that the single-line production capacity of automotive-grade Mini LED backlight modules varies due to differences in technical paths, production processes, and automation levels, with considerable overall profitability in the industry.

As supply chain technology continues to mature, Mini LED has gradually moved from early high-end luxury models to the mainstream passenger car market priced between 200,000 to 450,000 yuan, and is accelerating its penetration into mid- to low-end models. In the future, it is expected to further expand into diverse in-vehicle scenarios such as curved screens, integrated screens, and AR-HUD, with a clearer market growth path.

Deepening Automotive LED Leadership with Solid Barriers

JUFEI is one of the earliest companies in China to layout automotive-grade LED packaging, having focused on this field for over 13 years. It has established a comprehensive product matrix covering all categories, including in-vehicle displays, navigation, HUD, interior ambient lights, automotive high and low beam lights, turn signals, and dedicated light sources for intelligent driving, consistently ranking among the top ten automotive LED manufacturers globally.

The company’s entire series of automotive LED products have passed the rigorous AEC-Q104 automotive-grade certification, and its automotive display business has established stable cooperation with leading international Tier 1 suppliers such as Valeo, Marelli, Faurecia, and Aumovio. Its automotive lighting products have entered Toyota in Japan, FAW-Volkswagen, SAIC Volkswagen, SAIC General Motors, Dongfeng Nissan, Xiaomi Automotive, Nio Lada, Leapmotor, Huayu Vision, Xingyu Automotive Lighting, Sanli Automotive Lighting, and other main engine customers and Tier 1 customer supply chains.

Relying on technological accumulation, the company has taken the lead in achieving commercial mass production of automotive-grade Mini LED technology. The Mini COB star-ring smart full-color interactive screen created for Changan Qiyuan E07 is the first case of Mini LED direct display technology in mass-produced passenger vehicles; the ISC flowing shadow interactive taillight created for IM Motors LS6 uses light language for personalized expression, becoming a hot topic in the market; the 43-inch Mini LED cloud smart screen supplied for ZEEKR 009 is currently the largest in-car 16:9 screen in the world.

Currently, JUFEI's automotive smart interactive screen products have been implemented in ISD projects of multiple automakers, including SAIC IM, GAC Trumpchi, GAC Aion, Chery Jetour, and Changan Automobile, with a steadily increasing market share. On this basis, the company continues to layout ultra-thin Mini COB car logo lights, automotive glass atmosphere applications, ADB pixel car lights, automotive infrared products, and other cutting-edge directions to enrich the product matrix.

Continuous increase in R&D investment provides core support for business growth. In 2025, the company’s cumulative R&D investment reached 202 million yuan, accounting for 5.86% of operating revenue; by the end of 2025, it had applied for over 820 patents, with more than 50% being invention patents, and it has 1 national-level enterprise technology center, 2 provincial-level enterprise technology centers, and 3 provincial-level engineering technology R&D centers.

In response to the current industry situation where simple capacity matching cannot meet the high-end automotive standards, JUFEI is conducting technical co-research with downstream customers and has established a joint innovation laboratory with Xiaomi Group, focusing on the R&D of new backlight and automotive LED solutions, embedding customer needs into the entire R&D and production process to achieve full-link collaborative optimization.

Analysts point out that under the trends of rising penetration rates of automotive Mini LED, gradual implementation of old-for-new subsidies, and accelerated overseas expansion of domestic new energy vehicles, JUFEI, with its leading technological capabilities, production capacity, and customer base, is expected to further consolidate its leading position in LED backlighting and continuously improve operational quality and profitability