On March 27, LED automotive lighting module manufacturer Lianjia held an investor conference. Lianjia General Manager Huang Fangyu stated that the four major North American automakers are all long-term customers of Lianjia, and the North American market accounts for 80% of Lianjia's sales performance.
Huang Fangyu pointed out that Lianjia's automotive module shipments have exceeded 74.03 million units, and new vehicle shipments have reached 15.67 million units. Lianjia supplies three of the top five best-selling pickup trucks in North America, including the Ford Raptor, Ram 1500, and GMC Sierra. Lianjia also supplies ODM products for many electric vehicle models.
Since 2019, on average, one out of every 6.2 to 10 new cars in the North American market uses LED light source modules supplied by Lianjia. This year, due to the contribution of new projects, sales in North America have grown significantly, with one out of every 6.5 new cars using Lianjia products.
Huang Fangyu pointed out that Lianjia's Michigan plant in the United States was close to breaking even in the first quarter, mainly because the company merged products such as street lights from California to Michigan. The company is also currently making automation adjustments in hopes of receiving larger orders from customers.
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Lianjia Chairman Huang Guoxin stated that Lianjia also plans to move AI and monitoring systems from vehicles to smart streetlights to reduce the power consumption of vehicles due to computation. Lianjia's role is that of a system integrator, and the company has applied for relevant patents.
Huang Guoxin said that Lianjia has more than 20 years of experience in marketing traffic lights and streetlights in North America, and has distribution channels for traffic lights/streetlights in 37 states. In the future, they plan to participate in promoting the North American AI smart network, including edge AI computing centers (base stations) and AI smart light poles.
Lianjia's Mexican plant is expected to start mass production in the third quarter of next year, and production will be further increased in 2027. The Mexican plant will have the largest production capacity of all plants, with 18 production lines in the first phase, mainly because there are 6 of the world's top automotive lighting manufacturers nearby.
Due to the relatively low production costs at the Mexican plant, it will be able to ship goods worldwide in cooperation with customers. The first phase of the Mexican plant is expected to reach full capacity within 5-6 years. (Source: Liberty Times)
