Automotive lighting: High tech, low margins and a market in transition
Rising complexity, regulatory fragmentation and modest returns are reshaping who can profitably stay in automotive lighting.
In the first six months of 2026, two leading tier 1 suppliers announced plans to exit the automotive lighting business. In January, Hyundai Mobis signed a memorandum of understanding (MOU) with OPmobility to sell its lamp systems business, which produces headlights, taillights and auxiliary vehicle lights.
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