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

北美 LED 照明市场规模预计在 2025 年为 115.2 亿美元，预计到 2030 年将达到 141.7 亿美元，预测期内（2025-2030 年）的复合年增长率为 4.22%。

工业生产需求的不断增长、储存空间需求的不断增长以及办公空间可用性的不断增加正在推动市场需求。

• 就金额份额而言，商业部门将在 2023 年占据大部分份额，其次是工业和仓储 (I&W)、住宅和农业部门。预计未来几年 I&W 的市场占有率将会增加，而其余产业的市占率将会增加。美国工业面临国内外多重阻力，包括国内消费疲软、半导体供应链紧张、工厂关闭以及因新冠疫情病例激增而导致的供应链中断。此外，美国2021年工业产值维持稳定，较2020年成长11.55%，达2,4971亿美元。
• 2023年5月美国工业生产年增0.2%，较2023年4月的0.4%的增幅上修。采矿业成长 5%，公共产业下降 3.8%，製造业下降 0.3%。此外，墨西哥的产量达到了 2,307 亿美元，製造业产量与 2020 年相比成长了 21.44%。因此，该地区不断增长的工业产量预计将在未来几年推动对室内照明的需求。
• 从 2022 年中期开始，加拿大商业房地产产业将面临加剧的市场波动。金融、科技和生命科学产业正在推动办公大楼需求，租赁率与 2021 年相比有所上升。建设业、仓储业的就业人数增加。 2022年12月，加拿大增加了104,000个工作机会。 2022 年第四季国内办公室空置率为 16.5%，高于 2022 年第三季及 2021 年第四季。预计此类案例将在不久的将来导致办公空间需求增加，从而推动全部区域对室内照明产品的需求。

小型企业的崛起、传统照明的替代以及电动车的转变正在推动市场需求

• 就金额和数量份额而言，美国将在 2023 年占据 LED 照明市场的大部分份额，其次是北美其他地区。美国国内汽车产量从 2021 年的 910 万辆增加到 2022 年的 1,006 万辆。汽车产量包括乘用车和商用车。在加拿大，汽车产量与 2021 年相比成长了 10.2%，达到 120 万辆。国内汽车产量的增加将带来市场对汽车LED的需求增加。
• 2022年，美国小型企业数量将达3,320万家。五家发展最快的新兴企业的总部均设在旧金山。大约 40% 的美国新兴企业至少有一名女性担任领导职务。 2022年，超过65%的中小企业累计获利。根据上述案例，未来几年室内商务用LED的需求预计会成长。
• 加拿大城市正在增加对节能街道照明系统的投资，以取代和升级老化的系统。例如，在亚伯达阿尔伯塔省的 Kimplex 竞技场，各支球队升级了竞技场照明，安装了 136 个新的高低竞技场 LED 灯具和 LED 灯具，这是市政气候变迁行动中心领导的绿色能源倡议的一部分。
• 同时，在许多北美国家，对电动车的需求正在成长，LED 也越来越受欢迎。 2022年，墨西哥新车销量将达到108万辆，较2021年成长7%，而美国电动车销量将在2022年成长65%。美国驻墨西哥商务部预计，汽车产业的原厂零件、售后市场和电动车（EV）零件等子部门产业将存在庞大的商机。

北美LED照明市场趋势

政府扩大电动车产业的倡议推动了LED市场的发展

• 2023年北美出生率为每千人口11.821名新生儿，比2022年增加0.07%。 2018年北美共有1.5615亿套住宅，预计2023年将达到2.5579亿套。到 2023 年，美国人口将达到创纪录的 5 亿以上。 2022 年，美国南部住宅数量超过所有其他地区的总合。西部是住宅数第二多的地区，2021 年达到约 40 万套。东北部是美国2022 年唯一住宅数量增加的地区。
• 此外，2022 年美国家庭数量为 1.312 亿。美国家庭数量比 2020 年（1.2845 亿户）更多。 2022 年美国典型家庭规模为 3.13 人。 2022年房主家庭比例将达65.9%。 2020年，六间及六间住宅占全住宅的19.3%。家庭数量的不断增长以及房间数量的不断增加的需求推动了 LED 的普及。
• 北美汽车产量预计将从2022年的1454万辆增加至2023年的1506万辆。汽车业是北美最大的製造业之一。政府措施正在帮助显着推动北美电动车市场的发展。 2022年8月《通膨控制法案》颁布后，各大电动车和电池製造商已宣布，自该法案颁布之日起至2023年3月，将在北美电动车供应链上投入至少520亿美元。这些惠及消费者和製造商的措施预计将提振该地区对LED照明的需求。

私人住宅增加与政府政策推动LED市场

• 在北美，美国和加拿大是收入和人口方面领先的经济体。截至 2023 年 6 月，北美现有人口为 3.755 亿。到 2020 年，美国将占该地区人口的大多数，为 3.31 亿，其次是加拿大，为 3,770 万人。 82.6% 的人口居住在都市区（2019 年为 3.047 亿）。该地区人口成长率为0.6%。因此，预计人口的成长将导致LED使用量的增加和家庭照明需求的增加。
• 在加拿大和美国，人们的可支配收入更高，这反过来又赋予了人们更强的消费能力，使他们能够将更多的资金分配给新的生活空间。 2023年3月加拿大的平均月薪为3,464美元，低于2023年2月的3,500美元。虽然平均月收入略有下降，但作为北美已开发国家，购买力相对于其他国家来说还是比较高的。
• 2023年5月，核发的建筑许可证数量为1,491,000张。这比 2023 年 4 月的 1,417,000 增加了 5.2%。 5月份私人住宅开工数为163.1万套。这比 2022 年 5 月售出的 1,543,000 辆高出 5.7%，比 4 月修订后的 1,340,000 辆高出 21.7%。
• 新法规将最高税收抵免额从《能源政策法》（EPAct）第 179D 条规定的 2022 年每平方英尺 1.88 美元提高到扣除额每平方英尺升级空间 5 美元（儘管该额度将升至每平方英尺 2 美元）。目标计划包括室内照明、空调和建筑外部。预计此类案例将推动该地区对 LED 照明的需求激增。

北美LED照明产业概况

北美LED照明市场呈现中度整合态势，前五大厂商合计占57.38%的市占率。该市场的主要企业有：ACUITY BRANDS, INC.、Current Lighting Solutions, LLC.、LEDVANCE GmbH (MLS)、OSRAM GmbH。以及 Signify (飞利浦)（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
• 照明功耗
• #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
    • 美国
  • 户外照明
    • 美国
  • 汽车照明
    • 美国
• 价值链与通路分析

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
• 国家
  • 美国
  • 北美其他地区

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）
  • ACUITY BRANDS, INC.
  • Current Lighting Solutions, LLC.
  • GRUPO ANTOLIN IRAUSA, SA
  • KOITO MANUFACTURING CO., LTD.
  • LEDVANCE GmbH（MLS Co Ltd）
  • Marelli Holdings Co., Ltd.
  • OSRAM GmbH.
  • Signify（Philips）
  • Stanley Electric Co., Ltd.
  • Valeo

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 North America LED Lighting Market size is estimated at 11.52 billion USD in 2025, and is expected to reach 14.17 billion USD by 2030, growing at a CAGR of 4.22% during the forecast period (2025-2030).

Increasing demand for industrial production, rising need for storage space, and increasing availability of office space drives demand in the market

• In terms of value share, in 2023, the commercial sector accounted for the majority of the share, followed by industrial and warehouse (I&W), residential, and agricultural sectors. The market share of I&W is expected to increase in the coming years, while the remaining sectors will gain nominal shares. US industries faced several internal and external headwinds, such as weak domestic consumption, semiconductor crunch, plant closures, and supply chain disruptions caused by the surge of COVID-19. Further, the United States sustained its industrial production in 2021, reaching USD 2,497.1 billion, an increase of 11.55% compared to 2020.
• Industrial production grew by 0.2% Y-o-Y in the United States in May 2023, after an upwardly revised rise of 0.4% in April 2023. Mining went up 5%, utilities dropped 3.8% and manufacturing fell 0.3%. Further, Mexico's production reached USD 230.07 billion, an increase of 21.44% in manufacturing output compared to 2020. Thus, the growing industrial production in this region is expected to create more demand for indoor lighting in the coming years.
• The Canadian commercial real estate sector has been facing increasing market volatility since the middle of 2022. The financial, technology, and life sciences sectors drive demand for office space with leasing rates increasing compared to 2021. Employment gains were registered in construction, warehouse industries, and other sectors. In December 2022, 104k jobs were added in Canada. The availability of national offices in the Q4 2022 accounted for 16.5%, which was higher than in Q3 of 2022 and Q4 of 2021. These instances are expected to create more demand for office spaces in the near future, creating more need for indoor lighting products across the region.

An increase in small businesses, replacement of conventional lighting, and transition to EVs drive the market demand

• In terms of value and volume share, in 2023, the US LED light market accounted for the majority of the share, followed by the Rest of North America. The domestic vehicle production in the US increased from 9.1 million units in 2021 to 10.06 million units in 2022. The vehicle production included cars and commercial vehicles. In Canada, vehicle production increased by 10.2% compared to 2021, accounting for 1.2 million units. The increase in domestic vehicle production creates more demand for automotive LEDs in the market.
• In 2022, there were 33.2 million small businesses in the United States. The five fast-growing start-ups are headquartered in San Francisco. About 40% of US start-ups have at least one woman in a leadership position. Over 65% of small businesses reported profits in 2022. The above instances are expected to create more demand for indoor commercial LEDs in the coming years.
• Canadian cities are investing more in energy-efficient street lighting systems to replace or upgrade aging systems. For example, as part of the green energy initiative by the Municipal Climate Change Action Centre, teams upgraded the arena lighting by installing 136 new high and low arena LED luminaires and LED strips at Kimplex Arena in Alberta, Canada.
• On the other hand, demand for EVs grew in many countries in North America, leading to an increase in LED penetration. Mexico recorded 1.08 million new car sales in 2022, a 7% improvement from 2021, and US EV sales increased by 65% in 2022. The US Commercial Service Mexico estimates strong opportunities in sub-sectors of the automotive industry in OE parts, aftermarket, and electric vehicle (EV) parts.

North America LED Lighting Market Trends

Government initiatives to expand EV industry will boost the LED market

• North America's birth rate in 2023 is 11.821 births per 1,000 people, a 0.07% increase from 2022. In 2018, there were 156.15 million homes in North America, which is set to reach 255.79 million by 2023. The population of the United States has grown from a record more than 500 million people in 2023. In 2022, more new housing started in the South of the United States than in every other region combined. The West was the second region with the highest number of housings starts, which amounted to roughly 400,800 units in 2021. Northeast was the only region in the US that experienced increased housing starts in 2022.
• Further, the United States had 131.2 million households in 2022. There are now more households in the United States than there were in 2020 (128.45 million). In 2022, there were 3.13 people in the typical American family. The proportion of owner-occupied households in 2022 was 65.9%. In 2020, six or more rooms were present in 19.3% of all occupied dwelling units. The expansion of LEDs will be fueled by an increase in families and the need to accommodate this increase in the typical number of rooms.
• The number of automobiles produced in North America in 2022 was 14.54 million; in 2023, that number is predicted to rise to 15.06 million. The automotive industry is one of the largest manufacturing sectors in North America. Government efforts are significantly raising the market for EVs throughout North America. After the Inflation Reduction Act was enacted in August 2022, major EV and battery manufacturers announced expenditures in North American EV supply chains totaling at least USD 52 billion between that time and March 2023. Such measures that benefit consumers and manufacturers will increase the demand for LED lighting in the area.

Increase in private-owned dwellings and government policy to drive the LED market

• In North America, the US and Canada are the main cities in terms of revenue and population. The current population of Northern America is 375.5 million as of June 2023. The United States occupies a major share of the people in this region, accounting for 331 million, followed by Canada at 37.7 million by 2020. 82.6 % of the population lives in urban areas (304.7 million people in 2019). The population in this region is growing with a 0.6% change. Thus, the increase in population is expected to create more LED penetration and increase the need for illumination in the country.
• In Canada and the US, disposable income is high, resulting in rising spending power of individuals and affording more money on new residential spaces. Canada's monthly earnings stood at USD 3,464 in Mar 2023, reduced from USD 3,500 in February 2023. Even though it is showing a slight decline in average monthly earnings, it has a high purchasing value compared to other nations, as it is a developed country in North America.
• The number of privately owned dwelling units authorized by building permits in May 2023 was 1,491,000. This is 5.2% more than the April 2023 rate, which was increased from 1,417,000. The number of privately owned homes started in May was 1,631,000. This is 5.7% above the May 2022 rate of 1,543,000 and is 21.7% higher than the revised April estimate of 1,340,000.
• As per the Energy Policy Act (EPAct) section 179D, the maximum tax deduction jumped to USD 5 per sq. ft. of upgraded space in 2023 under the new regulations, which has USD 1.88 per sq. ft. deductions in 2022 (but is set to rise to USD 2.00 per sq. ft.). Eligible projects include interior lighting, HVAC, and building envelopes. Such instances are expected to surge the demand for LED lighting in the region.

North America LED Lighting Industry Overview

The North America LED Lighting Market is moderately consolidated, with the top five companies occupying 57.38%. The major players in this market are ACUITY BRANDS, INC., Current Lighting Solutions, LLC., LEDVANCE GmbH (MLS Co Ltd), OSRAM GmbH. and Signify (Philips) (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 United States
  • 4.14.2 Outdoor Lighting
    • 4.14.2.1 United States
  • 4.14.3 Automotive Lighting
    • 4.14.3.1 United States
• 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
• 5.5 Country
  • 5.5.1 United States
  • 5.5.2 Rest of North America

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 ACUITY BRANDS, INC.
  • 6.4.2 Current Lighting Solutions, LLC.
  • 6.4.3 GRUPO ANTOLIN IRAUSA, S.A.
  • 6.4.4 KOITO MANUFACTURING CO., LTD.
  • 6.4.5 LEDVANCE GmbH (MLS Co Ltd)
  • 6.4.6 Marelli Holdings Co., Ltd.
  • 6.4.7 OSRAM GmbH.
  • 6.4.8 Signify (Philips)
  • 6.4.9 Stanley Electric Co., Ltd.
  • 6.4.10 Valeo

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