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市场调查报告书
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1404417

LED 晶片：市场占有率分析、行业趋势和统计、2024-2029 年成长预测

LED Chips - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts 2024 - 2029
出版日期: | 出版商: Mordor Intelligence | 英文 120 Pages | 商品交期: 2-3个工作天内

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简介目录

LED晶片市场规模预计到2024年为278.6亿美元，预计到2029年将达到524.6亿美元，在预测期内（2024-2029年）复合年增长率为11.90%。

LED晶片-市场-IMG1

对成本、节能照明和各种其他因素的需求增加正在推动对 LED 晶片的需求。因此，LED晶片市场的许多新兴市场旨在提供更有效率、更先进、亮度更高、功耗更低的产品。

主要亮点

  • 汽车产业无论在内部或外部都处于采用 LED 照明的前沿。艾迈斯欧司朗是一家领先的照明製造商，也是汽车行业照明生产的先驱，为多家製造商提供照明设备。 3D 列印的出现帮助供应商减轻了汽车模组的重量。然而，此类应用仅限于豪华汽车。
  • 此外，LEDinside最近的报告指出，Micro LED技术在亮度和对比度方面比OLED具有更优异的表现，且反应时间快、功耗低、可靠性高，适合移动和汽车应用，是最佳选择。考虑到这些趋势，厂商正在加大对Micro LED生产的投资。例如，2023年4月，LED解决方案提供商友达光电宣布计划将其位于台湾的LCD 5A工厂改建为Micro LED生产线。该公司表示，新生产线预计将于 2025 年运作，并将瞄准可穿戴显示器、电视和指示牌显示器以及汽车显示器等应用。
  • 印度政府最近批准了在全国范围内向各种最终用户推出低成本 LED 的计划。据印度政府称，LED的实施每年将节省超过33.5亿度的能源，并避免超过6,725兆瓦的尖峰需求。因此，这种趋势预计将增加国内LED晶片製造的投资。
  • 此外，LED晶片全球成长的另一个主要动力是渔业、医疗、海洋、园艺和港口照明等LED利基照明的进步。 LED晶片越来越多地用于标誌和讯号。它们依靠太阳能或电力运行，可用于控制十字路口的车辆和行人交通。标誌和号誌灯采用 LED 技术，功耗低。
  • 公司不断投资新产品，以增加 LED 在高端应用的使用。 2022年4月，艾迈斯欧司朗宣布投资8.5亿美元扩建位于马来西亚居林的LED生产工厂。该新厂将生产8吋晶圆上的LED晶片和micro LED晶片。
  • 然而，LED 晶片对热很敏感，这会降低效率和寿命，特别是在工业单位和製造工厂。
  • 此外，俄罗斯和乌克兰之间持续的衝突可能会对电子产业产生重大影响。衝突已经加剧了半导体和能源领域的供应链问题，晶片短缺已经影响了这个产业。这种破坏可能导致必要原材料的价格不稳定并导致材料短缺。此外，由于中国是LED晶片的主要供应国之一，美国之间的贸易争端预计也会影响研究市场的成长。

LED晶片市场趋势

汽车预计将占据主要市场占有率

  • 全球汽车製造业不断崛起，也对汽车照明产业产生了正面影响。由于燃料成本降低和有害环境排放减少，电动车产量的增加对汽车照明市场的收益产生了重大影响。随着救护车和警车越来越依赖照明系统来发出讯号，对高品质汽车照明解决方案的需求也不断增加。此外，政府有关道路安全的法规也促使汽车製造商采用 LED 等高品质照明解决方案。
  • 根据中国中央政府预测，2025年，中国汽车产量预计将达到3,500万辆。随着汽车产量的增加，对LED晶片的需求预计也会增加，这反过来预计将对研究市场的成长产生积极影响。
  • 同样，全球汽车产量的增加将带动汽车LED晶片的需求。例如，根据 OICA 的数据，2022 年全球将生产约 8,500 万辆汽车。这个数字与前一年同期比较增加了约6%。
  • 考虑到需求的成长，供应商正在提出创新的解决方案。例如，2022 年初，艾迈斯欧司朗推出了用于汽车前照明的最亮 LED。 Oslon Black Flat X 在 1A 电流下可提供 460 流明，有 1 头和 2 头两种型号。到 2022 年中期，该系列将加入各种多晶片变体，使车头灯製造商能够创建经济高效的 LED 头灯设计。这样的市场开拓预计将进一步推动研究市场的成长。
  • LED灯主要消耗的动力仅为白炽灯的十分之一。因此，欧盟 (EU) 已正式认可 LED 头灯具有节能性。这就是欧司朗等公司为汽车产业提供各种 LED 的原因。例如，奥迪在其新款奥迪 A8 车型的车头灯中使用了欧司朗 LED。对于普通照明，欧司朗提供几乎所有从 0.1W 到 5W 的 SMD LED，采用各种尺寸的封装：3030、5050、5630、2835。
LED晶片-市场-IMG2

预计亚太地区成长率最高

  • 亚太地区对家电和汽车的需求旺盛，由于科技的快速创新，这些产品也变得越来越复杂。因此，对高功率和中功率LED 的需求预计将会增加。鑑于可支配收入的增加、都市化的快速发展和消费习惯的变化，该地区是家用电子电器的最大市场，也是 LED 晶片的主要采用者之一。例如，根据 IBEF 的数据，印度消费电子产业上年度的价值为 98.4 亿美元，预计到 2025 年将增加一倍以上，达到 1.48 兆印度卢比（211.8 亿美元）。
  • 此外，印度政府正积极采取倡议，进一步推动照明和能源效率转型。例如，到 2024 年，EESL 计划根据印度农村地区街道照明国家计划 (SLNP) 吸引总计 800 亿印度卢比（10.9 亿美元）的投资。该公司计划安装和维修约3000万盏LED路灯。此类投资预计将进一步推动市场成长。
  • 同样，2022 年 11 月，浦那市政公司 (PMC) 宣布计划投资约 2 亿印度卢比（242 万美元），更换约 27,500 个过时的公共照明灯具。各个地区和国家政府的此类倡议预计将促进 LED 照明解决方案的采用，并为研究市场的成长创造良好的前景。
  • 儘管LED照明解决方案的采用正在增加，但最近美国之间的贸易争端正在阻碍中国LED晶片製造业的发展。例如，2023年1月，荷兰、日本等国与美国一起限制向中国出口半导体製造设备。不过，近年来，一些中国晶片製造企业在开拓晶片製造能力方面已经取得了积极进展。预计这将对预测期内中国研究市场的成长产生正面影响。

LED晶片产业概况

LED晶片市场竞争温和，多家主要厂商进入市场。从市场占有率来看，只有少数大公司占据重要地位。製造商专注于产品差异化以获得竞争优势。製造商也在努力提升产品的卓越品质并实现更高的销售量。主要市场参与企业包括欧司朗光电半导体有限公司、日亚化学公司和 Lumileds Holding BV。

2023 年7 月，高亮度蓝光和白光LED 的领先製造商日亚化学(Nichia) 推出了E11A (1.1mmx1.1mm) Red、Brilliant Red 和Eco，扩展了其高光通量密度解决方案的直接安装晶片产品组合。该公司预计这一扩展的颜色组合将为灯具设计提供弹性并扩大应用领域。

2023年7月，大型半导体公司ROHM开发了RGB晶片LED“SMLVN6RGBFU”，该产品非常适合汽车内装，例如脚坑和门把的重点指示器以及仪錶群中的功能和状态指示器。

其他福利：

  • Excel 格式的市场预测 (ME) 表
  • 3 个月分析师支持

目录

第一章简介

  • 研究假设和市场定义
  • 调查范围

第二章调查方法

第三章执行摘要

第四章市场洞察

  • 市场概况
  • 产业吸引力－波特五力分析
    • 供应商的议价能力
    • 买方议价能力
    • 新进入者的威胁
    • 替代品的威胁
    • 竞争公司之间的敌对关係
  • 产业价值链分析
  • 评估宏观经济趋势对市场的影响

第五章市场动态

  • 市场驱动因素
    • 元件背光应用带动LED晶片市场
    • 研发投资和政府倡议
    • LED晶片功率效率
  • 市场挑战
    • 扩大 OLED 在家用电器的应用

第六章市场区隔

  • 按用途
    • 背光
    • 照明
    • 车
    • 标誌/讯号
    • 其他用途
  • 按地区
    • 北美洲
    • 欧洲
    • 亚太地区
    • 拉丁美洲
    • 中东/非洲

第七章竞争形势

  • 公司简介
    • OSRAM Opto Semiconductors GmbH
    • Nichia Corporation
    • Lumileds Holding BV
    • Epistar Corporation
    • SemiLEDS
    • Bridgelux Inc.
    • TOYODA GOSEI Co.
    • Seoul Viosys Co. Ltd
    • Samsung Electronics. Co. Ltd
    • Cree Inc.
    • Formosa Epitaxy

第八章投资分析

第9章市场的未来

简介目录
Product Code: 63692
LED Chips - Market - IMG1

The LED Chips Market size is estimated at USD 27.86 billion in 2024, and is expected to reach USD 52.46 billion by 2029, growing at a CAGR of 11.90% during the forecast period (2024-2029).

The increasing demand for cost, energy-efficient lighting, and various other factors drive up demand for LED chips. As a result, most developments in the LED chip market aim to provide more efficient and advanced products that offer more brightness and consume less power.

Key Highlights

  • The automotive enterprise is at the forefront of LED lighting adoption, both internally and externally. OSRAM, a leading lighting manufacturer and pioneer in producing lighting for the automotive industry has supplied lighting equipment to several manufacturers. The ability to 3D print resulted in a lightweight module for automotive applications, aiding vendors. However, such applications have been limited to high-end vehicles.
  • Moreover, a recent report published by LEDinside stated that Micro LED technology offers excellent performance in brightness and contrast that surpasses OLED and has a fast response time, low power consumption, and reliability, making it a perfect option for mobile and automotive applications. Considering such trends, vendors are increasing their investment in Micro LED production. For instance, in April 2023, AUO, a provider of LED solutions, announced its plans to convert its LCD 5A fab in Taiwan into a microLED production line. According to the company, the new production line is anticipated to go live by 2025 and will target applications such as wearable displays, TVs & signage displays, and automotive displays.
  • The Government of India recently supported a plan to deploy low-cost LEDs nationwide among various end users. According to the Indian government, LED adoption drives annual energy savings of over 3,350 million kWh, avoiding over 6,725 MW of peak demand. Hence, such trends are anticipated to drive investment in LED chip manufacturing in the country.
  • Furthermore, the other primary driver behind global LED chip growth is the advancement of LED niche lighting in fishing, healthcare, marine, horticulture, and harbor lighting. For signs and signals, LED chips are increasingly being used. These can operate on solar power or electricity and can be used to control both vehicle and pedestrian traffic at intersections. The Signs and Signal lights use LED technology with shallow power consumption values.
  • Companies keep putting money into new products to increase the number of ways LEDs can be used in high-end applications. In April 2022, Ams Osram announced a USD 850 million investment to expand its LED production plant in Kulim, Malaysia. The new fab will produce LED chips and microLED chips on 8-inch wafers.
  • However, a higher heat sensitivity of LED chips, which reduces their efficiency and life span, especially in industrial units and manufacturing plants, remains among the major challenging factors for the studied market's growth.
  • Further, the ongoing conflict between Russia and Ukraine will significantly impact the electronics industry. The conflict has already exacerbated the semiconductor and energy supply chain issues and the chip shortage that have affected the industry for some time. The disruption may result in volatile pricing for necessary raw materials, resulting in material shortages. Furthermore, the US-China trade dispute is also anticipated to influence the studied market's growth as China is among the leading suppliers of LED chips.

LED Chips Market Trends

Automotive is Expected to Hold Major Market Share

  • Vehicle manufacturing is on the rise around the world, which has a positive impact on the automotive lighting industry. The increasing production of electric automobiles heavily influences the automotive lighting market's revenue due to lower fuel costs and less harmful environmental emissions. As ambulances and police cars increasingly rely on lighting systems for signaling purposes, the demand for quality vehicle lighting solutions has increased. Furthermore, government regulations pertaining to road safety also encourage automobile manufacturers to adopt quality lighting solutions such as LEDs.
  • According to the central government of China, by 2025, the country's automobile production is anticipated to reach 35 million units. With the growth in automobile production, the need for LED chips is expected to increase, which in turn is anticipated to impact the studied market's growth positively.
  • Similarly, increasing global automotive production drives the demand for automotive LED chips. For instance, according to OICA, in 2022, some 85 million motor vehicles were produced worldwide. This figure translates into an expansion of around 6 percent compared with the previous year.
  • Considering the growing demand, vendors are launching innovative solutions. For instance, in early 2022, Ams Osram launched the brightest LED for automotive front lighting. The Oslon Black Flat X offers 460 lumens at 1A and is available in a 1-chip and 2-chip variant. In mid-2022, the family expanded to include various multichip variants, enabling headlamp manufacturers to create cost-effective LED headlamp designs. Such developments will further drive the studied market's growth.
  • LED lamps mainly consume only one-tenth of the electricity an incandescent lamp consumes. In this context, the European Union has officially recognized LED headlamps as energy-efficient. Hence, companies like OSRAM offer a broad range of LEDs for the automotive industry; for example, Audi is using OSRAM LEDs in the headlights of a new model of the Audi A8. For general lighting, OSRAM has almost all SMD LEDs from 0.1W to 5W in all dimension packages, i.e., 3030, 5050, 5630, 2835, and others.
LED Chips - Market - IMG2

Asia-Pacific is Expected to Witness the Highest Growth Rate

  • The Asia-Pacific region has a good demand for consumer electronics and automobiles, where rapid technological changes result in high performance. As a result, the need for increased and medium-power LEDs is expected to rise. Given rising disposable income, rapid urbanization, and a shift in spending habits, the region has been the largest market for consumer electronics and is among the leading adopters of LED chips. For instance, according to IBEF, the Indian consumer electronics industry was valued at USD 9.84 billion in the previous year and is expected to more than double to INR 1.48 lakh crore (USD 21.18 billion) by 2025.
  • Furthermore, the Indian government is actively introducing initiatives to move the country further along the path of transforming illumination and energy efficiency. For Instance, EESL intends to attract investments totaling INR 8,000 crores (USD 1.09 billion) under the Street Lighting National Programme (SLNP) by 2024, covering rural India. The company plans to install and retrofit approximately 30 million LED streetlights. Such investment will further drive the market's growth.
  • Similarly, in November 2022, Pune Municipal Corporation (PMC) announced its plan to invest approximately INR 20 crore (USD 2.420 million) in replacing about 27,500 old public light fixtures. Such initiatives by various governments of different regions and countries across the region are expected to promote the adoption of LED lighting solutions, creating a favorable outlook for the growth of the studied market.
  • Although the adoption of LED lighting solutions is on the rise, the recent US-China trade dispute has hampered the LED chip manufacturing industry in China. For instance, in January 2023, countries like the Netherlands and Japan also joined the United States in restricting the exports of semiconductor manufacturing equipment to China. However, in recent years, some of the Chinese chip manufacturing companies have been able to make positive progress in developing their chip manufacturing capabilities, which is anticipated to positively impact the studied market's growth in China during the forecast period.

LED Chips Industry Overview

The LED chips market is moderately competitive and consists of several leading players. Regarding market share, only some significant players hold a significant market presence. The manufacturers focus on product differentiation to gain a competitive advantage. The manufacturers also try to show their products superior quality to achieve higher sales. Some key market players include OSRAM Opto Semiconductors GmbH, Nichia Corporation, Lumileds Holding B.V., etc.

In July 2023, Nichia, a leading high-brightness blue and white LED producer, launched the E11A (1.1mmx1.1mm) Red, brilliant red, and green to expand its Direct Mountable Chip portfolio of high luminous flux density solutions. The company expects this expansion of the color portfolio to provide flexibility for the fixture designs and expand the application area.

In July 2023, ROHM, a leading semiconductor company, developed an RGB chip LED, SMLVN6RGBFU, ideal for automotive interiors, such as accent lighting for footwells and door handles, and function and status indicators in instrument clusters.

Additional Benefits:

  • The market estimate (ME) sheet in Excel format
  • 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

  • 1.1 Study Assumptions and Market Definition
  • 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET INSIGHTS

  • 4.1 Market Overview
  • 4.2 Industry Attractiveness - Porter's Five Forces Analysis
    • 4.2.1 Bargaining Power of Suppliers
    • 4.2.2 Bargaining Power of Buyers
    • 4.2.3 Threat of New Entrants
    • 4.2.4 Threat of Substitutes
    • 4.2.5 Intensity of Competitive Rivalry
  • 4.3 Industry Value Chain Analysis
  • 4.4 Assessment of Impact of Macroeconomic Trends on the Market

5 MARKET DYNAMICS

  • 5.1 Market Drivers
    • 5.1.1 Backlighting Application of Devices Boosting the LED Chips Market
    • 5.1.2 R&D Investments and Government Initiatives
    • 5.1.3 Power Efficiency of LED Chips
  • 5.2 Market Challenges
    • 5.2.1 Growing Adoption of OLEDs in Consumer Electronics

6 MARKET SEGMENTATION

  • 6.1 By Application
    • 6.1.1 Backlighting
    • 6.1.2 Illumination
    • 6.1.3 Automotive
    • 6.1.4 Signs and Signals
    • 6.1.5 Other Applications
  • 6.2 By Geography
    • 6.2.1 North America
    • 6.2.2 Europe
    • 6.2.3 Asia-Pacific
    • 6.2.4 Latin America
    • 6.2.5 Middle East and Africa

7 COMPETITIVE LANDSCAPE

  • 7.1 Company Profiles
    • 7.1.1 OSRAM Opto Semiconductors GmbH
    • 7.1.2 Nichia Corporation
    • 7.1.3 Lumileds Holding B.V.
    • 7.1.4 Epistar Corporation
    • 7.1.5 SemiLEDS
    • 7.1.6 Bridgelux Inc.
    • 7.1.7 TOYODA GOSEI Co.
    • 7.1.8 Seoul Viosys Co. Ltd
    • 7.1.9 Samsung Electronics. Co. Ltd
    • 7.1.10 Cree Inc.
    • 7.1.11 Formosa Epitaxy

8 INVESTMENT ANALYSIS

9 FUTURE OF THE MARKET