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

LED照明市场规模预计到2024年为1,115.7亿美元，预计到2029年将达到1,910亿美元，在预测期内（2024-2029年）复合年增长率为11.35%。

主要亮点

• 可透过智慧型手机和其他智慧型装置控制的智慧照明系统的趋势也促进了 LED 照明需求的增加。这意味着，与萤光照明技术相比，LED 照明系统更容易与智慧控制设备集成，在家庭、办公室和城市中创造智慧型且响应灵敏的生活环境，因为它可以让光线到达需要的地方。
• 製造商开始在不影响品质的情况下降低成本。这使得住宅成为 LED 照明的不错选择。由于LED灯使用寿命长且消费量低，住宅还可以透过使用 LED 灯来节省金钱。许多住宅一直在寻找更环保的方法。 LED 不含汞且可回收，因此非常环保。
• 除了住宅之外，办公空间也正成为 LED 照明的热门用途。在当今的商业世界中，管理者和所有者非常关注员工的社会福利。透过改用 LED 照明，办公室可以为员工提供更明亮的照明。看得更清楚，减少眼睛疲劳，浅色有助于照亮您的心情和舒适感。
• 市场面临的主要挑战之一是所需的高额初始投资。製造LED灯的初期投资高的原因是原料成本。 LED照明需要砷化镓、氮化镓、磷化铟等优质半导体材料，价格昂贵。此外，LED照明还需要其他材料，例如电子元件和磷光体，这些材料也相对昂贵。
• 此外，贸易战具有重大的经济和政治影响力。例如，2018年4月，美国政府在301调查后提案了1,300种中国出口产品清单，并宣布对这些产品加征25%的关税。随后，同年7月，美国政府宣布计画对包括LED产品在内的价值2,000亿美元的中国产品加征关税。值得注意的是，列入第一批清单的LED产品主要是晶圆、背光产品等半成品。这些关税影响了在美国设有工厂、从中国购买和生产中间产品的美国公司。

LED照明市场趋势

住宅领域预计将占据很大份额

• 许多业主为永续性做出重大努力的关键方法之一是在整个住宅社区安装 LED 照明。这些房产拥有广泛的照明网络，并且运作在一天中的大部分时间运作。升级到 LED 照明可以显着节省能源。这就是为什么许多租户和住宅也主动使用各种 LED 选项来升级他们的室内照明。
• LED 照明的主要优点是能源效率和耐用性。 LED 照明还提供其他灯类型无法实现的设计弹性。由于尺寸较小，LED 可以适应卤素灯泡或萤光灯泡无法实现的灯形。还有一些产品可以让您设计您想要的室内灯光颜色并调整颜色输出。
• LED 的这些优点正在加速普及在住宅领域的普及。根据IEA于2022年发布的2020-2021年最新住宅能源消耗调查（RECS）显示，47%的美国住宅现在使用LED产品来满足大部分或全部照明需求。我是。此外，住宅LED照明的市场占有率大于卤素灯、白炽灯和萤光。
• 环境照明为房间提供一般照明。 LED环境照明有多种形式，包括吸顶式LED嵌灯、LED 条灯、LED 灯泡，甚至带有 LED 灯具的水晶灯。使用 LED 的环境照明主要用于照亮房间。然而，LED 还可以提供有吸引力的照明，因为它们发出高品质的光。当今最受欢迎的环境照明方法之一是间接照明，它隐藏 LED 灯具，同时在整个房间中传播柔和、均匀的光线。
• 2022年6月，Sisca集团推出Sisca Growling LED嵌入式下照灯与明装下照灯。灯体的大部分主要零件均采用热塑性树脂製成，重量轻、安全且散热效果好。有两种不同的瓦数和尺寸：6W 型，尺寸为 87.5 x 42 mm，12W 型，尺寸为 114.5 x 44.5 mm。该灯还具有双色和 3 路切换功能，可满足任何美学需求。

亚太地区预计将占据主要市场占有率

• 预计亚太地区对 LED 照明的需求将增加，这主要是由于对节能照明解决方案的需求不断增长以及政府采取的各种倡议促进其在市场上多个行业的应用。 LED 照明因其功耗低、使用寿命长和颜色选择范围广等许多优点而在该地区越来越受欢迎。
• 亚太地区LED照明市场的成长是由该地区的逐步成长所推动的，例如越来越多地采用节能照明解决方案、照明基础设施、智慧照明解决方案，以及人们对节能重要性的认识不断增强照明解决方案，这也是由于稳定的迁移趋势所致。
• 将调光技术、运动感应器和蓝牙连接等创新功能融入 LED 照明系统，进一步推动了 LED 照明市场的成长。声控灯、运动感应器和定时器等智慧照明产品由于其便利性和节能性，在住宅和商业环境中越来越普及。众多最终用户对节能照明的需求不断增长，预计将推动亚太地区的市场成长。许多专业人士正在使用 LED 照明，这使其比传统紧凑型萤光灯泡和其他照明具有竞争优势。
• LED 照明有效提高工人生产力，实现更好的品管和更轻鬆的操作。它还安全且具有成本效益。 LED 照明提高了光强度和质量，并显着降低了光能耗。所有这些因素都将在预测期内刺激节能照明的采用。
• 许多西方国家正在经历研究市场饱和，而中国LED照明市场参与者的价格竞争正在升温。许多製造商正在该地区其他地方寻找商机。印度和越南等新兴国家对 LED 照明（包括智慧 LED）的需求不断增加，这可能是推动该地区 LED 照明国内需求的重大机会。

LED照明产业概况

由于Heliospectra AB、Dialight PLC、伊顿公司、通用电气公司和欧司朗有限公司等许多地区和国际公司的存在，LED 照明市场呈现碎片化。这些拥有压倒性市场份额的大公司正致力于扩大海外基本客群。这些公司利用策略合作计划来增加市场占有率和盈利。然而，随着技术进步和产品创新的出现，中小企业（SME）正在透过获取新契约和开拓新市场来增加其在市场中的影响力。

其他福利：

• Excel 格式的市场预测 (ME) 表
• 3 个月的分析师支持

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
• 技术简介
• LED照明价值链分析（上游、中游、下游）
• 产业吸引力－波特五力分析
  • 供应商的议价能力
  • 消费者议价能力
  • 新进入者的威胁
  • 竞争公司之间的敌对关係
  • 替代品的威胁
• LED贸易分析及美国贸易战对LED的影响
• 宏观经济趋势对LED照明市场的影响
• LED照明产品价格趋势
• LED 模组和照明产业的关键案例和客户见解

第五章市场动态

• 市场驱动因素
  • 对节能照明系统和有利的政府法规的需求不断增加
  • LED产品价格更低
• 市场抑制因素
  • 初始投资高
  • 替代技术的开发

第六章市场区隔

• 按用途
  • 商业办公室
  • 零售
  • 款待
  • 产业
  • 高速公路
  • 架构
  • 公共设施
  • 医院
  • 住宅
  • 车
  • 其他的
• 依产品类型
  • 灯
  • 照明设备
• 按销售管道
  • 直销
  • 批发零售
• 按地区
  • 北美洲
    • 美国
    • 加拿大
  • 欧洲
    • 英国
    • 法国
    • 德国
    • 其他欧洲国家
  • 亚太地区
    • 中国
    • 日本
    • 印度
    • 其他亚太地区
  • 拉丁美洲
  • 中东/非洲

第七章竞争形势

• 公司简介
  • Heliospectra AB
  • Dialight PLC
  • Nichia Corporation
  • Savant Systems Inc.
  • OSRAM Licht AG（AMS OSRAM AG）
  • Signify NV
  • Zumtobel Group AG
  • Panasonic Corporation
  • Acuity Brands Inc.
  • Hubbell Incorporated

第八章投资分析

第9章市场的未来

The LED Lighting Market size is estimated at USD 111.57 billion in 2024, and is expected to reach USD 191 billion by 2029, growing at a CAGR of 11.35% during the forecast period (2024-2029).

Key Highlights

• The rising trend of smart lighting systems, which smartphones and other smart devices can control, has also contributed to the rising demand for LED lights. This is because LED lighting systems are much easier to integrate with smart controls to create intelligent and responsive living environments in homes, offices, and cities, delivering light when and where needed, compared with fluorescent lighting technologies.
• Manufacturers have started to lower the cost without compromising quality. This makes residences a suitable option for LED lighting applications. Residential owners can also get the advantage of monetary savings when using LED lamps as it last a long time and use a fraction of the energy. Many homeowners are constantly looking for ways to be more eco-friendly. LEDs provide that as they contain no mercury and are recyclable.
• Apart from houses, office spaces are also becoming one of the common LED lighting applications. In current business world, managers and owners are placing more focus on the overall well-being of their employees. By switching to LED lighting, offices can facilitate bright light for their employees. This aids them see better and experience less eye fatigue and the color of the light can help brighten moods and comfort.
• One of the main challenge with the market is the requirement of high initial investment. The reasons why the initial investment for LED light manufacturing is high is the cost of raw materials. LED lights require high-quality semiconductor materials, such as gallium arsenide, gallium nitride, and indium phosphide, which are expensive. In addition, LED lights require other materials, such as electronic components and phosphors, which are also relatively expensive.
• Furthermore, the Trade war has had significant economic and political consequences. For instance, in April 2018, the U.S. government proposed a list of 1300 Chinese exports and announced 25 percent tariffs on these products following the Section 301 investigation. Later in July of the same year, the U.S. administration released the plan of additional tariffs enforcement on USD 200 billion worth of Chinese goods that included LED products. Notably, the LED products included in the first list were primarily intermediate goods such as wafers and backlight products. The tariff influenced U.S.-based companies with factories in the U.S. and used to buy intermediate products from China for manufacturing.

LED Lighting Market Trends

Residential Sector is expected to share major market share

• One important way many property owners are making significant efforts towards sustainability is by implementing LED lighting throughout their residential communities. These properties contain large lighting networks that operate most hours of the day and are required to remain operational. Upgrading to LED lighting results in significant energy savings. Thus, many renters and homeowners are also taking the initiative to upgrade their interior lighting with a wide array of LED options.
• The primary benefits of LED lighting are energy efficiency and durability. LED lighting also provides a design flexibility that cannot be achieved with other lamp types. Owing to their small size, LEDs can be used in lamp shapes that are not possible with halogen and fluorescent bulbs. LEDs can also be designed to produce any light color needed for an interior design, and some products have an adjustable color output.
• Such benefits offered by LEDs have accelerated their uptake in the residential segment. As per the latest Residential Energy Consumption Survey (RECS) completed in 2020-2021 by IEA and published in 2022, 47 percent of US homes now use LED products for most or all of their lighting needs. Residential LED lighting also has a larger market share than halogen, incandescent and fluorescent lighting.
• Ambient lighting provides the general illumination of a room. LED-based ambient light can come in different forms, such as ceiling-mounted LED downlights, LED strip lights, LED bulbs, or even chandeliers that use LED luminaries to produce light. Ambient lighting with LEDs serves the first and foremost purpose of illuminating the room. However, due to the high-quality light emitted, LEDs also deliver attractive lighting. One of the most popular ways to create ambient lighting nowadays is with indirect installation, where the LED fixtures are hidden but still spread a gentle, even light over the room.
• In June 2022, Syska Group launched Syska Glowring LED Recessed Downlight and Surface Downlight. Thermo plastic body forms the majority of the lamp's main component, adding to its light weight, high safety factor, and effective heat dissipation. The lights come with two wattage and size options that are 6W having the size 87.5 x 42 mm which can be both recessed and surface mounted and an additional option of 12W which has the size as 114.5 x 44.5 mm. The lights also feature dual colors and three way switching that helps match with every aesthetic.

Asia-Pacific Expected to Hold Significant Market Share

• The Asia-Pacific region is expected to experience an increase in demand for LED lighting, mainly due to the rising demand for energy-efficient lighting solutions and the various government initiatives promoting their applications across multiple industries in the market. LED lights are turning more popular in the region due to their numerous benefits, such as low power consumption, longer life, and a wide range of color options.
• The growth of the Asia-Pacific LED lighting market is also driven by the robust development of the region's gradual transition toward energy-efficient lighting solutions, lighting infrastructure, and the increased adoption of smart lighting solutions, coupled with increasing awareness among people about the importance of energy-efficient lighting solutions.
• Incorporating innovative features into LED lighting systems, such as dimming technology, motion sensors, and Bluetooth connectivity, further propels the LED lights market's growth. The increasing popularity of smart lighting products, such as voice-activated lights, motion sensors, and timers, is becoming increasingly popular in residential and commercial settings due to their convenience and energy savings. The rising demand for energy-efficient lighting by numerous end users is expected to boost the market growth in the Asia-Pacific region. Many professionals use LED lighting to provide competitive advantages over conventional compact fluorescent lamps or other lights.
• LED lighting efficiently boosts workers' productivity, enabling better quality control and easier operations. These lights are also safe and cost-effective. LED lighting enhances light levels and quality and significantly reduces light energy consumption. All these factors stimulate the adoption of energy-efficient lighting over the forecast period.
• Many western countries are experiencing saturation in the studied market, and the price war among Chinese LED lighting market players has heated up. Numerous manufacturers are looking for opportunities in other parts of the region. The growing need for LED lighting (including smart LED) in developing countries like India and Vietnam can provide a great opportunity, thus boosting the domestic demand for LED lighting in the region.

LED Lighting Industry Overview

The LED lighting market is fragmented due to the presence of many regional and international players like Heliospectra AB, Dialight PLC, Eaton Corporation, General Electric Company, and OSRAM GmbH. With a prominent share in the market, these major players are focusing on expanding their customer base across foreign countries. These companies leverage strategic collaborative initiatives to increase their market share and profitability. However, with technological advancements and product innovations, mid-size to smaller companies are expanding their market presence by securing new contracts and tapping new markets.

• February 2023 - Heliospectra introduced MITRA Flex, a revolutionary flexible far-red light for application-based growing. The new solutions provide customers with three spectra in one without sacrificing power, making it ideal for specialized and application-based growing, such as far-red light treatments at the end of the day or the end of production, or to guarantee a healthy crop all year long, even during low light seasons.
• January 2023 - Nichia Corporation and Infineon Technologies AG announced the launch of the industry's first fully integrated micro-LED (µPLS light engine) light engine for high-definition (HD) adaptive driving beam applications. The µPLS light engine uses Nichia's unique in-house LED chip, micro-LED technology, and an integrated LED driver IC from Infineon that can drive all 16,384 micro-LEDs individually using pulse-width modulation (PWM) control.

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 Technology Snapshot
• 4.3 LED Lighting Value Chain Analysis (Upstream, Midstream, Downstream)
• 4.4 Industry Attractiveness - Porter's Five Forces Analysis
  • 4.4.1 Bargaining Power of Suppliers
  • 4.4.2 Bargaining Power of Consumers
  • 4.4.3 Threat of New Entrants
  • 4.4.4 Intensity of Competitive Rivalry
  • 4.4.5 Threat of Substitutes
• 4.5 LED Trade Analysis and Impact of US-China Trade War on the LED
• 4.6 Impact of Macro Economic trends on the LED Lighting Market
• 4.7 LED Lighting Product Pricing Trends
• 4.8 Key Case Studies and Customer Insights Pertaining to LED Modules and Lighting Industry

5 MARKET DYNAMICS

• 5.1 Market Drivers
  • 5.1.1 Increase in Need for Energy-efficient Lighting Systems and Favorable Government Regulations
  • 5.1.2 Declining Prices of LED Products
• 5.2 Market Restraints
  • 5.2.1 High Initial Investment
  • 5.2.2 Development of Alternative Technologies

6 MARKET SEGMENTATION

• 6.1 By Application
  • 6.1.1 Commercial Offices
  • 6.1.2 Retail
  • 6.1.3 Hospitality
  • 6.1.4 Industrial
  • 6.1.5 Highway and Roadway
  • 6.1.6 Architectural
  • 6.1.7 Public Places
  • 6.1.8 Hospitals
  • 6.1.9 Residential
  • 6.1.10 Automotive
  • 6.1.11 Other Applications
• 6.2 By Product Type
  • 6.2.1 Lamps
  • 6.2.2 Luminaires
• 6.3 By Distribution Channel
  • 6.3.1 Direct Sales
  • 6.3.2 Wholesale/Retail
• 6.4 By Geography***
  • 6.4.1 North America
    • 6.4.1.1 United States
    • 6.4.1.2 Canada
  • 6.4.2 Europe
    • 6.4.2.1 United Kingdom
    • 6.4.2.2 France
    • 6.4.2.3 Germany
    • 6.4.2.4 Rest of Europe
  • 6.4.3 Asia Pacific
    • 6.4.3.1 China
    • 6.4.3.2 Japan
    • 6.4.3.3 India
    • 6.4.3.4 Rest of Asia Pacific
  • 6.4.4 Latin America
  • 6.4.5 Middle East and Africa

7 COMPETITIVE LANDSCAPE

• 7.1 Company Profiles
  • 7.1.1 Heliospectra AB
  • 7.1.2 Dialight PLC
  • 7.1.3 Nichia Corporation
  • 7.1.4 Savant Systems Inc.
  • 7.1.5 OSRAM Licht AG (AMS OSRAM AG)
  • 7.1.6 Signify NV
  • 7.1.7 Zumtobel Group AG
  • 7.1.8 Panasonic Corporation
  • 7.1.9 Acuity Brands Inc.
  • 7.1.10 Hubbell Incorporated

8 INVESTMENT ANALYSIS

9 FUTURE OF THE MARKET