日本 LED 照明：市场占有率分析、行业趋势和统计、成长预测（2025-2030 年）

日本的 LED 照明市场规模预计在 2025 年为 37.2 亿美元，预计到 2030 年将达到 45.8 亿美元，预测期内（2025-2030 年）的复合年增长率为 4.27%。

工业部门和商业办公室的需求将推动市场成长

• 从金额份额来看，2023年工业和仓储业将占多数，其次是商业业。 2019年第一季，日本经济扩张超出预期，日本经济成长率为1.8%。因此，各行各业对LED照明的需求都大幅成长，尤其是工业和商业领域。新冠疫情时代增加了对电子商务产品的需求，从而导致对LED照明的需求增加，主要是在B2C领域。目前，这两个地区的市场需求都在成长。 2022年供应量将会增加，导致LED价格下降。日本2022年第四季商业房地产价格指数为146.6点，低于上一季的155.4点。
• 从成交量占比来看，商业区占最多，其次是住宅。 2023 年上半年，预计新增供应量将是 2022 年的三倍，约为东京五个中心区甲级办公室历史 10 年平均值的 1.5 倍。 2020 年疫情爆发后，2021 年住宅土地价格下跌了 0.5%。但儘管长期趋势如此，该国大都会圈的住宅需求仍然强劲。预计札幌的住宅需求将大幅成长，2023 年的成长率将达到 11.8%。
• 在市场发展方面，农业和工业照明的需求预计将大幅成长。从面积来看，2020年日本仅有12%的土地用于农业。预计这一数字在未来一年将进一步下降，从而导致商业温室的兴起和对 LED 的进一步需求。

日本LED照明市场动向

家庭数量增加推动 LED 照明市场成长

• 2021年，日本总人口预计为1.2551亿人。由于人口不断增长，预计住宅空间也会增加。 2022年将建造约859,500套住宅。政府支出增加、住宅项目补贴以及政府对重大基础设施计划的关注预计将促进日本住宅市场的扩张。预计这将带动住宅领域的 LED 销售成长。因此，商业房地产价格下跌预计将推动更多的商业土地购买，这可能会促进未来几年 LED 使用量的增加。
• 2020年日本个人家庭数约5,570万户。约54.2%为核心家庭，38.1%为单人家庭。 2021年日本家庭数为5,560万户。 2021年该指标与前一年同期比较增0.6%。从2010年到2021年，该指标成长了8.5%。至2022年，预计平均家庭规模为2.2人，平均每户房间数为4.4间。预计日本家庭数量的成长将推动 LED 的扩张。
• 截至2020年8月31日，日本有近46.1%的家庭拥有一辆乘用车。日本新车註册量将从去年的约445万辆减少到2022年的约420万辆。 2022年，日本新车註册量约420万辆。这些註册表明汽车领域 LED 市场的成长。

人口老化和下降预计将阻碍房地产成长和需求

• 2022年，日本开工兴建多用户住宅约253,300栋。自住开发量与前一年同期比较去年同期下降11.3%。儘管每年都有新住宅开发，但成长率却在下降。这表明，房地产价格上涨预计将推动该国采用 LED 来满足照明需求。
• 日本的可支配所得高于其他开发中国家。例如，2022年，印度的平均人均收入将达到2,301.4美元，越南为3,716.8美元，中国为12,732.5美元，这将带来更高的个人消费能力，并有能力为新的生活空间分配更多的资金。 2022 年 12 月，日本的人均收入达到 33,911.2 美元，而 2021 年 12 月为 39,916.1 美元。可支配所得较 2021 年下降的原因是，由于经济活动受到大宗商品价格高企、供给侧限制以及新冠疫情的影响，2022 年日本经济成长较 2021 年有所放缓。
• 由于死亡率上升、出生率下降，日本人口已连续12年下降。 2022年预计人口为1.2449亿，较上年减少55.6万。这意味着未来几年平均家庭规模预计会减少，进一步导致房屋所有权饱和。
• 2017年，东京都政府发起了宣传活动，鼓励人们改用LED灯泡以节省能源。该宣传活动鼓励当地居民利用LED灯的节能特性。该计划有望减少日本的电力消耗并推动LED照明的采用。

日本LED照明产业概况

日本LED照明市场格局较为集中，前五大厂商占71.60%的市占率。市场的主要企业有：远藤照明株式会社、小纟製作所、日亚化学株式会社、松下控股株式会社和史丹利电气（按字母顺序排列）。

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

第一章执行摘要和主要发现

第二章 报告要约

第三章 引言

• 研究假设和市场定义
• 研究范围
• 调查方法

第四章 产业主要趋势

• 汽车产量
• 人口
• 人均收入
• 汽车贷款利率
• 充电站数量
• 持有汽车数量
• LED进口总量
• 照明耗电量
• #家庭数量
• 道路网络
• LED渗透率
• #体育场数量
• 园艺区
• 法律规范
  • 室内照明
    • 日本
  • 户外照明
    • 日本
  • 汽车照明
    • 日本
• 价值炼和通路分析

第五章 市场区隔

• 室内照明
  • 农业照明
  • 商业照明
    • 办公室
    • 零售
    • 其他的
  • 工业/仓库
  • 住宅照明
• 户外照明
  • 公共设施
  • 路
  • 其他的
• 汽车实用照明
  • 日间行车灯 (DRL)
  • 方向指示器
  • 头灯
  • 倒车灯
  • 红绿灯
  • 尾灯
  • 其他的
• 汽车照明
  • 二轮车
  • 商用车
  • 搭乘用车

第六章竞争格局

• 关键策略趋势
• 市场占有率分析
• 商业状况
• 公司简介（包括全球概况、市场层级概况、主要业务部门、财务状况、员工人数、关键资讯、市场排名、市场占有率、产品和服务、最新发展分析）
  • Endo Lighting Corporation
  • GRUPO ANTOLIN IRAUSA, SA
  • HELLA GmbH & Co. KGaA
  • KOITO MANUFACTURING CO., LTD.
  • Marelli Holdings Co., Ltd.
  • Nichia Corporation
  • OSRAM GmbH.
  • Panasonic Holdings Corporation
  • Stanley Electric Co., Ltd.
  • Toshiba Corporation

第七章：执行长的关键策略问题

第 8 章 附录

• 世界概况
  • 概述
  • 五力分析框架
  • 全球价值链分析
  • 市场动态（DRO）
• 资讯来源和进一步阅读
• 图片列表
• 关键见解
• 资料包
• 词彙表

The Japan LED Lighting Market size is estimated at 3.72 billion USD in 2025, and is expected to reach 4.58 billion USD by 2030, growing at a CAGR of 4.27% during the forecast period (2025-2030).

Increasing development in the industrial sector and commercial office demand states to drive market growth

• In terms of value share, in 2023, the industrial and warehouse segment accounts for a majority share, followed by commercial. Japan's economy expanded more than expected in the opening quarter of 2019. Japan's economy grew at an annual rate of 1.8%. This has led to a major demand for LED lighting in all sectors, mainly in the industrial and commercial segments. The COVID-19 era increased the demand for e-commerce goods, leading to more demand for LED lighting, majorly in B2C. Currently, the market demand is increasing for both sectors. In 2022, the supply increased, leading to low LED pricing. In Q4 2022, the commercial property price index for retail properties, warehouses, factories, apartment buildings, and commercial and industrial land in Japan stood at 146.6, down from 155.4 points in the previous quarter.
• In volume share, commercial accounts for the majority of the share, and then residential stands at the second spot. Over the next six months in 2023, new supply is expected to triple from 2022, at around 1.5 times higher than the 10-year historical average in Tokyo Central 5 Wards Grade A office. With the onset of the pandemic in 2020, residential land prices plunged 0.5% in 2021. However, despite the long-term trend, housing demand remained strong in the country's metropolitan areas. Sapporo is expected to have major residential demand, having an 11.8% growth rate in 2023.
• In terms of development, the market is expected to see major demand growth in agriculture and industrial lighting. In terms of area, only 12% of Japan's land was dedicated to agriculture in 2020. In the coming year, this number is expected to decrease further, leading to the penetration of commercial greenhouses, which will cater to more demand for LEDs.

Japan LED Lighting Market Trends

Increasing number of households drive the growth of the LED lighting market

• In 2021, the overall population of Japan was estimated to be 125.51 million. Given a rising population boost, a rise in residential space availability is anticipated. Approximately 859,500 houses were built in the country in 2022. Increased government spending, housing program subsidies, and the government's anticipated focus on major infrastructure projects are expected to contribute to Japan's residential market expansion. This is anticipated to lead to higher LED sales in the residential sector. Consequently, more commercial land is expected to be purchased due to the drop in commercial real estate prices, thus contributing to an increased use of LEDs in coming years.
• Around 55.7 million private households existed in Japan in 2020. About 54.2% were nuclear families, and 38.1% were single-person households. In 2021, Japan had 55.6 million homes. In 2021, the indicator showed a 0.6% Y-o-Y growth. The indicator increased by 8.5% from 2010 to 2021. In 2022, there were 2.2 household members on average and an estimated 4.4 rooms per home. The expansion of LEDs in Japan is expected to be fueled by the increased number of households.
• Nearly 46.1% of households in Japan had one passenger car as of August 31, 2020. The number of newly registered motor cars in Japan fell from roughly 4.45 million the year before to about 4.2 million in 2022. In 2022, Japan saw the registration of almost 4.2 million new cars. These registrations exhibit the growing market for LEDs in the automobile sector.

Increasing aging and shrinking population are expected to hinder the growth and demand for real estate

• In 2022, construction for owned housing complexes began at about 253,300 projects in Japan. Owner-occupied home developments fell by 11.3% from the previous year. Though new house constructions are developing yearly, the growth percentage has declined. This suggests that the increase in properties is expected to create more LED penetration for the need for illumination in the country.
• Disposable income in Japan is high compared to other developing nations. For instance, in 2022, India had USD 2301.4, Vietnam 3716.8, and China USD 12,732.5, which resulted in the rising spending power of individuals and affording more money on new residential spaces. Japan's per capita income reached USD 33,911.2 in December 2022, compared with USD 39,916.1 in December 2021. Compared to 2021, the disposable income was reduced because Japan's economic growth slowed in 2022 compared with 2021, as economic activity was affected by high commodity prices, supply-side constraints, and the impact of the COVID-19 pandemic.
• Japan's population has decreased for the 12th year in a row due to increased deaths and declining birth rates. In 2022, there were 124.49 million people, a decrease of 556,000 from the year before. This suggests that the average household size will decrease in the coming years, and it is further expected that the number of house owners will reach a saturation point.
• The Tokyo Metropolitan Government started a campaign in 2017 to encourage families to switch to LED bulbs to save energy. The campaign encouraged locals to take advantage of the energy-saving features of LED lamps. This program is expected to reduce the nation's electricity consumption and encourage the adoption of LED lighting.

Japan LED Lighting Industry Overview

The Japan LED Lighting Market is fairly consolidated, with the top five companies occupying 71.60%. The major players in this market are Endo Lighting Corporation, KOITO MANUFACTURING CO., LTD., Nichia Corporation, Panasonic Holdings Corporation and Stanley Electric Co., Ltd. (sorted alphabetically).

Additional Benefits:

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

TABLE OF CONTENTS

1 EXECUTIVE SUMMARY & KEY FINDINGS

2 REPORT OFFERS

3 INTRODUCTION

• 3.1 Study Assumptions & Market Definition
• 3.2 Scope of the Study
• 3.3 Research Methodology

4 KEY INDUSTRY TRENDS

• 4.1 Automotive Production
• 4.2 Population
• 4.3 Per Capita Income
• 4.4 Interest Rate For Auto Loans
• 4.5 Number Of Charging Stations
• 4.6 Number Of Automobile On-road
• 4.7 Total Import Of Leds
• 4.8 Lighting Electricity Consumption
• 4.9 # Of Households
• 4.10 Road Networks
• 4.11 Led Penetration
• 4.12 # Of Stadiums
• 4.13 Horticulture Area
• 4.14 Regulatory Framework
  • 4.14.1 Indoor Lighting
    • 4.14.1.1 Japan
  • 4.14.2 Outdoor Lighting
    • 4.14.2.1 Japan
  • 4.14.3 Automotive Lighting
    • 4.14.3.1 Japan
• 4.15 Value Chain & Distribution Channel Analysis

5 MARKET SEGMENTATION (includes market size in Value in USD and Volume, Forecasts up to 2030 and analysis of growth prospects)

• 5.1 Indoor Lighting
  • 5.1.1 Agricultural Lighting
  • 5.1.2 Commercial
    • 5.1.2.1 Office
    • 5.1.2.2 Retail
    • 5.1.2.3 Others
  • 5.1.3 Industrial and Warehouse
  • 5.1.4 Residential
• 5.2 Outdoor Lighting
  • 5.2.1 Public Places
  • 5.2.2 Streets and Roadways
  • 5.2.3 Others
• 5.3 Automotive Utility Lighting
  • 5.3.1 Daytime Running Lights (DRL)
  • 5.3.2 Directional Signal Lights
  • 5.3.3 Headlights
  • 5.3.4 Reverse Light
  • 5.3.5 Stop Light
  • 5.3.6 Tail Light
  • 5.3.7 Others
• 5.4 Automotive Vehicle Lighting
  • 5.4.1 2 Wheelers
  • 5.4.2 Commercial Vehicles
  • 5.4.3 Passenger Cars

6 COMPETITIVE LANDSCAPE

• 6.1 Key Strategic Moves
• 6.2 Market Share Analysis
• 6.3 Company Landscape
• 6.4 Company Profiles (includes Global level Overview, Market level overview, Core Business Segments, Financials, Headcount, Key Information, Market Rank, Market Share, Products and Services, and analysis of Recent Developments)
  • 6.4.1 Endo Lighting Corporation
  • 6.4.2 GRUPO ANTOLIN IRAUSA, S.A.
  • 6.4.3 HELLA GmbH & Co. KGaA
  • 6.4.4 KOITO MANUFACTURING CO., LTD.
  • 6.4.5 Marelli Holdings Co., Ltd.
  • 6.4.6 Nichia Corporation
  • 6.4.7 OSRAM GmbH.
  • 6.4.8 Panasonic Holdings Corporation
  • 6.4.9 Stanley Electric Co., Ltd.
  • 6.4.10 Toshiba Corporation

7 KEY STRATEGIC QUESTIONS FOR LED CEOS

8 APPENDIX

• 8.1 Global Overview
  • 8.1.1 Overview
  • 8.1.2 Porter's Five Forces Framework
  • 8.1.3 Global Value Chain Analysis
  • 8.1.4 Market Dynamics (DROs)
• 8.2 Sources & References
• 8.3 List of Tables & Figures
• 8.4 Primary Insights
• 8.5 Data Pack
• 8.6 Glossary of Terms