智慧照明市场机会、成长动力、产业趋势分析及2025-2034年预测

2024 年全球智慧照明市场价值为 157 亿美元，预计到 2034 年将以 19.3% 的复合年增长率增长至 884 亿美元。

市场成长受到智慧照明系统与智慧城市基础设施日益融合的影响。世界各国政府正在加速智慧城市建设，重点关注永续性、碳减排和城市效率，而智慧照明在其中发挥核心作用。这些系统透过提供自动化、反应迅速且数据驱动的照明控制，实现了更好的能源管理和社会进步。它们在公共基础设施中的部署，既符合环境目标，又能提升公共安全。

智慧照明将先进的互联互通与智慧自动化相结合，使照明系统更具适应性，并以使用者为中心。 Zigbee、Z-Wave 和蓝牙等无线标准的兴起，使得智慧照明更易于访问，并能与其他设备互通。随着互联生活日益成为主流，人们对可透过智慧型手机、语音助理和集中式应用程式控制的照明系统的需求持续激增。物联网驱动的创新也推动了能够响应即时资料的更智慧照明产品的设计。消费者越来越重视无缝整合、使用者友善介面和个人化，这使得智慧照明成为数位家庭发展的关键要素。

2024年，硬体市场规模达125亿美元。该领域的成长得益于物联网组件，例如智慧灯泡、灯具和控制器，它们支援远端操作、自动化和能源最佳化。为了保持竞争力，製造商正在强调产品小型化、延长系统寿命、降低生产成本，并嵌入人工智慧以实现更智慧的功能。对智慧互联照明的需求持续推动着设备朝更紧凑、更有效率、反应速度更快的方向发展。

2024年，有线智慧照明市场规模达到110亿美元，这得益于有线系统，它们具有更高的安全性、稳定的连接性、合规性，并且适用于大规模商业或公共基础设施安装。有线系统拥有高传输容量和长期成本优势，非常适合那些寻求在关键应用中保持稳定性能的企业。

2024年，美国智慧照明市场规模达32亿美元。人工智慧和物联网的快速发展，以及智慧家庭和城市计画的强劲势头，推动了美国市场的扩张。随着消费者对自动化环境的兴趣日益浓厚，以及节能意识的不断增强，智慧照明在住宅、商业和工业领域的应用日益普及。照明系统与家庭自动化平台的集成，进一步提升了消费者体验和营运控制，使美国成为持续创新和成长的主要市场。

全球智慧照明市场的顶级公司包括洛克希德马丁、Dragonfly 航太、SpaceX、NanoAvionics、EnduroSat、ISISPACE GROUP、Space Inventor A/S、Surrey Satellite Technology Ltd、Tyvak International、CU 航太、Pumpkin Space Systems、Maverick 普罗曼诺Clyde Space。在智慧照明市场中营运的公司正在实施一系列策略，以扩大其全球影响力并增强竞争力。他们正大力投资研发，以推出整合人工智慧的节能照明解决方案，提供增强的自动化和与更广泛的智慧生态系统的无缝互通性。与科技公司、城市规划者和房地产开发商的策略合作伙伴关係使他们的产品能够更快地整合到住宅和商业项目中。许多参与者也专注于透过改造智慧模组升级现有的照明基础设施。产品多样化到有线和无线领域确保了更广泛地覆盖不同的消费者群体。

目录

第一章：方法论与范围

第二章：执行摘要

第三章：行业洞察

• 产业生态系统分析
  • 供应商概况
  • 利润率
  • 成本结构
  • 每个阶段的增值
  • 影响价值链的因素
  • 中断
• 产业衝击力
  • 成长动力
    • 日益关注能源效率和永续性
    • 快速城市化和智慧城市计划
    • 物联网和感测器整合的进步
    • LED成本下降及广泛应用
    • 互联和自动化家居需求不断增长
  • 产业陷阱与挑战
    • 安装和维护成本高
    • 互通性和标准化问题
  • 市场机会
• 成长潜力分析
• 监管格局
  • 北美洲
  • 欧洲
  • 亚太地区
  • 拉丁美洲
  • 中东和非洲
• 波特的分析
• PESTEL分析
• 技术和创新格局
  • 当前的技术趋势
  • 新兴技术
• 新兴商业模式
• 合规性要求
• 国防预算分析
• 全球国防开支趋势
• 区域国防预算分配
  • 北美洲
  • 欧洲
  • 亚太地区
  • 中东和非洲
  • 拉丁美洲
• 重点国防现代化项目
• 预算预测（2025-2034）
  • 对产业成长的影响
  • 各国国防预算
• 供应链弹性
• 地缘政治分析
• 劳动力分析
• 数位转型
• 合併、收购和策略伙伴关係格局
• 风险评估与管理
• 主要合约授予（2021-2024）

第四章：竞争格局

• 介绍
• 公司市占率分析
  • 按地区
    • 北美洲
    • 欧洲
    • 亚太地区
    • 拉丁美洲
    • 中东和非洲
  • 市场集中度分析
• 关键参与者的竞争基准
  • 财务绩效比较
    • 收入
    • 利润率
    • 研发
  • 产品组合比较
    • 产品范围广度
    • 科技
    • 创新
  • 地理位置比较
    • 全球足迹分析
    • 服务网路覆盖
    • 各地区市场渗透率
  • 竞争定位矩阵
    • 领导者
    • 挑战者
    • 追踪者
    • 利基市场参与者
  • 战略展望矩阵
• 2021-2024 年关键发展
  • 併购
  • 伙伴关係与合作
  • 技术进步
  • 扩张和投资策略
  • 永续发展倡议
  • 数位转型倡议
• 新兴/新创企业竞争对手格局

第五章：市场估计与预测：按组件，2021 - 2034

• 主要趋势
• 硬体
  • 智慧灯泡
  • 灯具
  • 灯光控制
• 软体
  • 本地部署
  • 云
• 服务
  • 售前
  • 售后

第六章：市场估计与预测：按技术，2021 - 2034 年

• 主要趋势
• 有线技术
  • 电力线通讯
  • 乙太乙太网路供电
  • 达利
  • 杂交种
• 无线技术
  • 蓝牙
  • Zigbee
  • 无线上网
  • 海洋
  • 低功耗广域网
  • 杂交种

第七章：市场估计与预测：按应用，2021 - 2034

• 主要趋势
• 室内照明
  • 住宅
  • 商业的
  • 工业的
• 户外照明
  • 高速公路和道路
  • 公共场所
  • 桥樑和隧道

第八章：市场估计与预测：按地区，2021 - 2034

• 主要趋势
• 北美洲
  • 我们
  • 加拿大
• 欧洲
  • 德国
  • 英国
  • 法国
  • 西班牙
  • 义大利
  • 荷兰
• 亚太地区
  • 中国
  • 印度
  • 日本
  • 澳洲
  • 韩国
• 拉丁美洲
  • 巴西
  • 墨西哥
  • 阿根廷
• 中东和非洲
  • 沙乌地阿拉伯
  • 南非
  • 阿联酋

第九章：公司简介

• AAC Clyde Space
• CU Aerospace
• Dragonfly Aerospace
• EnduroSat
• EXOLAUNCH GmbH
• GomSpace
• ISISPACE GROUP
• Lockheed Martin
• Maverick Space Systems Inc.
• NanoAvionics
• Northrop Grumman
• Pumpkin Space Systems
• RTX Corporation
• Space Inventor A/S
• SpaceX
• Surrey Satellite Technology Ltd
• Tyvak International

The Global Smart Lighting Market was valued at USD 15.7 billion in 2024 and is estimated to grow at a CAGR of 19.3% to reach USD 88.4 billion by 2034.

Market growth is influenced by the increasing integration of intelligent lighting systems in smart city infrastructures. Governments worldwide are accelerating smart city developments with a sharp focus on sustainability, carbon reduction, and urban efficiency, where smart lighting plays a central role. These systems enable better energy management and social advancement by offering automated, responsive, and data-driven lighting control. Their deployment in public infrastructure aligns both environmental goals and improved public safety.

Smart lighting combines advanced connectivity with intelligent automation, making lighting systems more adaptive and user centric. The rise of wireless standards like Zigbee, Z-Wave, and Bluetooth has made smart lighting more accessible and interoperable with other devices. As connected living becomes more mainstream, demand for lighting systems that offer control via smartphones, voice assistants, and centralized apps continues to surge. Innovations driven by IoT are also fueling the design of smarter lighting products that respond to real-time data. Consumers increasingly value seamless integration, user-friendly interfaces, and personalization making smart lighting a critical aspect of digital home evolution.

In 2024, the hardware segment generated USD 12.5 billion. The growth of this segment is attributed to IoT-enabled components like smart bulbs, luminaires, and controllers, which support remote operation, automation, and energy optimization. To remain competitive, manufacturers are emphasizing product miniaturization, enhancing system longevity, reducing production costs, and embedding AI for smarter functionality. The demand for intelligent, connected lighting continues to push development toward more compact, efficient, and responsive devices.

The wired smart lighting segment generated USD 11 billion in 2024, supported by wired systems offering greater security, stable connectivity, regulatory reliability, and suitability for extensive commercial or public infrastructure installations. Their high transmission capacity and long-term cost advantages make them ideal for enterprises seeking consistent performance in critical applications.

U.S. Smart Lighting Market generated USD 3.2 billion in 2024. Market expansion in the U.S. is bolstered by rapid advancements in artificial intelligence and IoT, alongside strong momentum in smart home and city initiatives. With increased consumer interest in automated environments and increasing energy consciousness, adoption of smart lighting is gaining traction across residential, commercial, and industrial spaces. The integration of lighting systems into home automation platforms further enhances consumer experience and operational control, making the U.S. a prime market for ongoing innovation and growth.

Top companies in the Global Smart Lighting Market include Lockheed Martin, Dragonfly Aerospace, SpaceX, NanoAvionics, EnduroSat, ISISPACE GROUP, Space Inventor A/S, Surrey Satellite Technology Ltd, Tyvak International, CU Aerospace, GomSpace, Pumpkin Space Systems, Maverick Space Systems Inc., EXOLAUNCH GmbH, Northrop Grumman, RTX Corporation, and AAC Clyde Space. Companies operating in the Smart Lighting Market are pursuing a range of strategies to expand their global footprint and strengthen competitiveness. They are heavily investing in R&D to introduce AI-integrated, energy-efficient lighting solutions that offer enhanced automation and seamless interoperability with broader smart ecosystems. Strategic partnerships with tech companies, city planners, and real estate developers are allowing faster integration of their products in residential and commercial projects. Many players are also focusing on upgrading existing lighting infrastructures with retrofit smart modules. Product diversification into both wired and wireless segments ensures wider reach across varied consumer bases.

Table of Contents

Chapter 1 Methodology and scope

• 1.1 Market scope and definition
• 1.2 Research design
  • 1.2.1 Research approach
  • 1.2.2 Data collection methods
• 1.3 Data mining sources
  • 1.3.1 Global
  • 1.3.2 Regional/Country
• 1.4 Base estimates and calculations
  • 1.4.1 Base year calculation
  • 1.4.2 Key trends for market estimation
• 1.5 Primary research and validation
  • 1.5.1 Primary sources
• 1.6 Forecast model
• 1.7 Research assumptions and limitations

Chapter 2 Executive Summary

• 2.1 Industry snapshot
• 2.2 Key market trends
  • 2.2.1 Business trends
  • 2.2.2 Component trends
  • 2.2.3 Technology trends
  • 2.2.4 Application trends
  • 2.2.5 Regional
• 2.3 TAM Analysis, 2025-2034 (USD Billion)
• 2.4 CXO perspectives: Strategic imperatives
  • 2.4.1 Executive decision points
  • 2.4.2 critical success factors
• 2.5 Future outlook and strategic recommendations

Chapter 3 Industry Insights

• 3.1 Industry ecosystem analysis
  • 3.1.1 Supplier Landscape
  • 3.1.2 Profit Margin
  • 3.1.3 Cost structure
  • 3.1.4 Value addition at each stage
  • 3.1.5 Factor affecting the value chain
  • 3.1.6 Disruptions
• 3.2 Industry impact forces
  • 3.2.1 Growth drivers
    • 3.2.1.1 Growing Focus on Energy Efficiency and Sustainability
    • 3.2.1.2 Rapid Urbanization and Smart City Initiatives
    • 3.2.1.3 Advancements in IoT and Sensor Integration
    • 3.2.1.4 Declining LED Costs and Widespread Adoption
    • 3.2.1.5 Rising Demand for Connected and Automated Homes
  • 3.2.2 Industry pitfalls and challenges
    • 3.2.2.1 High Installation and Maintenance Costs
    • 3.2.2.2 Interoperability and Standardization Issues
  • 3.2.3 Market opportunities
• 3.3 Growth potential analysis
• 3.4 Regulatory landscape
  • 3.4.1 North America
  • 3.4.2 Europe
  • 3.4.3 Asia Pacific
  • 3.4.4 Latin America
  • 3.4.5 Middle East & Africa
• 3.5 Porter’s analysis
• 3.6 PESTEL analysis
• 3.7 Technology and innovation landscape
  • 3.7.1 Current technological trends
  • 3.7.2 Emerging technologies
• 3.8 Emerging business models
• 3.9 Compliance requirements
• 3.10 Defense budget analysis
• 3.11 Global defense spending trends
• 3.12 Regional defense budget allocation
  • 3.12.1 North America
  • 3.12.2 Europe
  • 3.12.3 Asia Pacific
  • 3.12.4 Middle East and Africa
  • 3.12.5 Latin America
• 3.13 Key defense modernization programs
• 3.14 Budget forecast (2025-2034)
  • 3.14.1 Impact on Industry Growth
  • 3.14.2 Defense Budgets by Country
• 3.15 Supply chain resilience
• 3.16 Geopolitical analysis
• 3.17 Workforce analysis
• 3.18 Digital transformation
• 3.19 Mergers, acquisitions, and strategic partnerships landscape
• 3.20 Risk assessment and management
• 3.21 Major contract awards (2021-2024)

Chapter 4 Competitive Landscape, 2024

• 4.1 Introduction
• 4.2 Company market share analysis
  • 4.2.1 By region
    • 4.2.1.1 North America
    • 4.2.1.2 Europe
    • 4.2.1.3 Asia Pacific
    • 4.2.1.4 Latin America
    • 4.2.1.5 Middle East & Africa
  • 4.2.2 Market Concentration Analysis
• 4.3 Competitive benchmarking of key players
  • 4.3.1 Financial performance comparison
    • 4.3.1.1 Revenue
    • 4.3.1.2 Profit margin
    • 4.3.1.3 R&D
  • 4.3.2 Product portfolio comparison
    • 4.3.2.1 Product range breadth
    • 4.3.2.2 Technology
    • 4.3.2.3 Innovation
  • 4.3.3 Geographic presence comparison
    • 4.3.3.1 Global footprint analysis
    • 4.3.3.2 Service network coverage
    • 4.3.3.3 Market penetration by region
  • 4.3.4 Competitive positioning matrix
    • 4.3.4.1 Leaders
    • 4.3.4.2 Challengers
    • 4.3.4.3 Followers
    • 4.3.4.4 Niche players
  • 4.3.5 Strategic outlook matrix
• 4.4 Key developments, 2021-2024
  • 4.4.1 Mergers and acquisitions
  • 4.4.2 Partnerships and collaborations
  • 4.4.3 Technological advancements
  • 4.4.4 Expansion and investment strategies
  • 4.4.5 Sustainability initiatives
  • 4.4.6 Digital transformation initiatives
• 4.5 Emerging/ startup competitors landscape

Chapter 5 Market estimates and forecast, by Component, 2021 - 2034 (USD Billion)

• 5.1 Key trends
• 5.2 Hardware
  • 5.2.1 Smart Bulb
  • 5.2.2 Luminaire
  • 5.2.3 Light Controls
• 5.3 Software
  • 5.3.1 On-premise
  • 5.3.2 Cloud
• 5.4 Service
  • 5.4.1 Pre-sales
  • 5.4.2 Post-sales

Chapter 6 Market estimates and forecast, by technology, 2021 - 2034 (USD Billion)

• 6.1 Key trends
• 6.2 Wired Technology
  • 6.2.1 Power Line Communication
  • 6.2.2 Power Over Ethernet
  • 6.2.3 DALI
  • 6.2.4 Hybrid
• 6.3 Wireless Technology
  • 6.3.1 Bluetooth
  • 6.3.2 Zigbee
  • 6.3.3 Wi-Fi
  • 6.3.4 Enocean
  • 6.3.5 LPWAN
  • 6.3.6 Hybrid

Chapter 7 Market estimates and forecast, by Application, 2021 - 2034 (USD Billion)

• 7.1 Key trends
• 7.2 Indoor Lighting
  • 7.2.1 Residential
  • 7.2.2 Commercial
  • 7.2.3 Industrial
• 7.3 Outdoor Lighting
  • 7.3.1 Highways & Roadways
  • 7.3.2 Public Places
  • 7.3.3 Bridges & Tunnel

Chapter 8 Market estimates and forecast, by Region, 2021 - 2034 (USD Billion)

• 8.1 Key trends
• 8.2 North America
  • 8.2.1 U.S.
  • 8.2.2 Canada
• 8.3 Europe
  • 8.3.1 Germany
  • 8.3.2 UK
  • 8.3.3 France
  • 8.3.4 Spain
  • 8.3.5 Italy
  • 8.3.6 Netherlands
• 8.4 Asia Pacific
  • 8.4.1 China
  • 8.4.2 India
  • 8.4.3 Japan
  • 8.4.4 Australia
  • 8.4.5 South Korea
• 8.5 Latin America
  • 8.5.1 Brazil
  • 8.5.2 Mexico
  • 8.5.3 Argentina
• 8.6 Middle East and Africa
  • 8.6.1 Saudi Arabia
  • 8.6.2 South Africa
  • 8.6.3 UAE

Chapter 9 Company profiles

• 9.1 AAC Clyde Space
• 9.2 CU Aerospace
• 9.3 Dragonfly Aerospace
• 9.4 EnduroSat
• 9.5 EXOLAUNCH GmbH
• 9.6 GomSpace
• 9.7 ISISPACE GROUP
• 9.8 Lockheed Martin
• 9.9 Maverick Space Systems Inc.
• 9.10 NanoAvionics
• 9.11 Northrop Grumman
• 9.12 Pumpkin Space Systems
• 9.13 RTX Corporation
• 9.14 Space Inventor A/S
• 9.15 SpaceX
• 9.16 Surrey Satellite Technology Ltd
• 9.17 Tyvak International