LED照明：市场占有率分析、产业趋势与统计、成长预测（2025-2030）

预计 2025 年 LED 照明市场规模为 487.7 亿美元，到 2030 年将达到 651.3 亿美元，预测期内（2025-2030 年）的复合年增长率为 5.96%。

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室内 LED 照明市场的需求

• 就价值份额而言，到 2023 年，工业和仓储 (I&W) 将占据大部分份额 (49.2%)，其次是商业 (31.1%)、住宅(17.5%) 和农业。未来几年，我们预计工业和水务（I&W）和农业照明的份额将会增加，而其余部分的份额将略有下降。在新冠疫情期间，全球各行各业都面临许多内部和外部阻力。 2021年，许多国家的工业生产保持稳定。 2021年，美国的工业生产总额为2,4,971亿美元，较2020年成长11.55%。同期，英国的工业生产总额为2,748.7亿美元，较2020年成长16.57%。因此，工业生产的成长导致对仓库的需求增加，从而导致未来几年对室内照明的需求增加。
• 政府补贴和住宅计画在许多国家引进新住宅方面发挥着重要作用。在印度，政府已经推出了多项节能计划。例如，中央政府雄心勃勃的 Pradhan Mantri Awas Yojana (PMAY) 计划旨在到 2022 年在全国建造 2000 万套经济适用住宅。加拿大卡加利在 2022 年开工建设了 17,306 个多单元住宅计划。
• 物流建设是一个日益重要的领域，电子商务和出口繁荣推动了对新仓库和其他物流基础设施的需求。 2022年7月，百胜中国控股有限公司在上海市嘉定区开工兴建占地6.1万平方公尺的百胜中国供应链管理中心。预计此类案例将推动全球室内 LED 市场的成长。

政府税收政策、增加可再生计划和对街道照明的投资

• 就价值份额和数量份额而言，亚太地区将在 2023 年占据大部分市场份额，北美则位居第二。节能和税收优惠是亚太地区国家工业和商业 LED 照明市场日益流行的主要趋势。印尼政府推出2015年第18号政府法规与政策，推出一系列税收优惠政策，吸引国内外对LED的投资，进而降低消费者购买价格。日本计画落实国家自主贡献（INDC）草案，2050年实现全球温室气体排放至少减少50%。政府鼓励国民积极开展非营利和社区支持计划，提高节能意识。亚太地区对可再生能源计划和照明基础设施的投资正在增加。 2023 年 2 月，中国黄冈市启动了一项重大智慧基础设施计划，以节省能源成本。
• 在北美，美国在2021年从世界各地进口了价值约125亿美元的照明设备。 2022年12月，62%的建商向买家提供了奖励，例如降低住宅销售的房屋抵押贷款利率。采取这项措施是由于2022年销售活动下降。预计2023年销售额将回升，导致LED照明需求大幅增加。对联网街道照明的投资是推动该地区 LED 照明市场的主要因素之一。许多社区已经从街道和道路照明计划中受益。例如，大急流城议会于 2021 年 2 月核准了一项价值 946 万美元的合同，将该市所有路灯升级为 LED。

LED照明市场趋势

节能建筑的兴起和电动车全球销售的成长将推动市场成长

• 2021 年世界人口达 78.9 亿。预计到 2022 年，全球就业人数将从 2015 年的 31.6 亿增加到 33.2 亿。随着就业人数的增加以及人们掌握的知识越来越多，预计 LED 的使用将会增加。
• 儘管受到新冠疫情的影响，全球节能建筑支出仍从 2019 年的 1,650 亿美元成长了 11.4%，达到 2020 年的 1,840 多亿美元。能源效率投资的年增长率自 2015 年以来首次超过 3%。由于节能建筑的不断发展以及需要在住宅中建造更多房间以满足不断增长的人口的住宅需求，对 LED 的需求预计会增加。
• 2022年全球汽车产量为1.4396亿辆。预计2023年将增加至1.5092亿辆。预计2022年全球电动车销量将突破1,000万辆，2023年将成长35%，达到1,400万辆。由于这种快速扩张，电动车的市场占有率已从2020年的4%成长到2022年的14%。与传统汽车相比，电动车每辆车所需的处理器更多，因此随着电动车数量的增长，对车载半导体晶片的需求也会增加。汽车产业对半导体的需求不断增长可能会推动LED照明市场的发展。

人口成长、绿色建筑和政府采用 LED 的计划正在推动市场

• 世界人口将从2020年的77.9亿增加到2023年的80亿。人口最多的国家包括中国（14.5亿）、印度（14.2亿）和美国（3.368亿）。此外，全球就业人数将从 2015 年的 31.6 亿增加到 2022 年的 33.2 亿。随着就业增加和人口成长导致人们知识水平提高，LED 的使用可能会增加。
• 儘管受到新冠疫情的影响，全球节能建筑支出仍异常成长 11.4%，从 2019 年的 1,650 亿美元增至 2020 年的 1,840 多亿美元。能源效率投资年增率自 2015 年以来首次超过 3%。随着更多节能建筑的开发以及住宅需要拥有更多房间以满足不断增长的人口的住宅需求，对 LED 的需求将会增加。
• 在全球范围内，住宅数量不断增加，对照明的需求推动了 LED 的采用。例如在印度，孟买大都会区（MMR）的新房推出数量预计将从上一年的 56,883 套增加一倍以上，达到 2022 年的 124,652 套。巴西的经济适用住宅计画也已重启。巴西总统宣布计划于 2023 年 2 月重启全国针对低收入者的联邦住宅计划。总统于 2009 年创建了该计划，名为“Minha Casa, Minha Vida”（字面意思是“我的家，我的生活”）。预计此类案例将进一步增加该国对 LED 照明的需求。

LED照明产业概况

LED照明市场分散，前五大企业市占率合计为31.38%。该市场的主要企业包括 ACUITY BRANDS, INC.、LEDVANCE GmbH (MLS)、OSRAM GmbH.、松下控股公司和 Signify (飞利浦)。 （无特定顺序）

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
    • 阿根廷
    • 巴西
    • 中国
    • 法国
    • 德国
    • 波湾合作理事会
    • 印度
    • 日本
    • 南非
    • 英国
    • 美国
  • 户外照明
    • 阿根廷
    • 巴西
    • 中国
    • 法国
    • 德国
    • 波湾合作理事会
    • 印度
    • 日本
    • 南非
    • 英国
    • 美国
  • 汽车照明
    • 阿根廷
    • 巴西
    • 中国
    • 法国
    • 德国
    • 波湾合作理事会
    • 印度
    • 日本
    • 南非
    • 韩国
    • 西班牙
    • 英国
    • 美国
• 价值炼和通路分析

第五章市场区隔

• 透过室内照明
  • 农业照明
  • 商业照明
    • 办公室
    • 零售
    • 其他的
  • 工业/仓库
  • 住宅照明
• 透过户外照明
  • 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
• 按地区
  • 亚太地区
  • 欧洲
  • 中东和非洲
  • 北美洲
  • 南美洲

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
  • ACUITY BRANDS, INC.
  • HELLA GmbH & Co. KGaA（FORVIA）
  • KOITO MANUFACTURING CO., LTD.
  • LEDVANCE GmbH（MLS Co Ltd）
  • Marelli Holdings Co., Ltd.
  • OPPLE Lighting Co., Ltd
  • OSRAM GmbH.
  • Panasonic Holdings Corporation
  • Signify（Philips）
  • Stanley Electric Co., Ltd.

第七章：CEO面临的关键策略问题

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）
• 资讯来源及延伸阅读
• 图片列表
• 关键见解
• 资料包
• 词彙表

The LED Lighting Market size is estimated at 48.77 billion USD in 2025, and is expected to reach 65.13 billion USD by 2030, growing at a CAGR of 5.96% during the forecast period (2025-2030).

The increasing demand for industrial production, rising need for storage space, and increasing availability of office space drive the demand for indoor LED lighting market in the region

• In terms of value share, in 2023, industrial and warehouse (I&W) accounted for the majority of the share (49.2%), followed by commercial (31.1%), residential (17.5%), and agricultural. The market share is expected to gain in (I&W) and agricultural lighting in coming years and a small reduction in the remaining divisions. Across the globe, industries faced several internal and external headwinds during COVID-19. A large number of countries sustained their industrial production in 2021. In 2021, the United States produced a total of USD 2,497.1 billion, an increase of 11.55% compared to 2020. During the same period, the UK produced a total of USD 274.87 billion, an increase of 16.57% compared to 2020. Thus, the growing industrial production resulted in creating more need for warehouses and increasing the demand for indoor lighting in coming years.
• Government subsidies and housing schemes play a key role in the adoption of new houses in many nations. In India, the government has introduced several energy-saving programs. For example, the central government's ambitious Pradhan Mantri Awas Yojana (PMAY) program aimed to build 20 million affordable metropolitan housing units nationwide by 2022. In Calgary, Canada, under multi-units, home projects fueled 17,306 starts in 2022.
• E-commerce and the export boom have led to demand for new warehouses and other logistics infrastructure, and logistics-related building is becoming an increasingly important sector. In July 2022, Yum China Holdings Inc. commenced the construction of the Yum China Supply Chain Management Center in Shanghai's Jiading district, with an area of 61,000 square meters. Such instances are expected to drive the growth of the global indoor LED market.

Government tax policies, increase in renewable projects and investment in streetlights lead to market demand

• In terms of value and volume share, Asia-Pacific accounts for the majority of the share in 2023, and North America stands at the second spot. In APAC countries, energy saving and tax benefits are a key trend gaining popularity in the industrial and commercial LED lighting market. The Indonesian government issued a 2015 Government Regulation No. 18, a series of preferential tax policies to attract domestic and foreign investment for LED, thereby providing low-cost consumer purchases. Japan planned to implement Japan's Intended Nationally Determined Contributions (INDCs) draft to achieve at least a 50% reduction of global GHG emissions by 2050. The government encouraged citizens to proactively run NPOs and local outreach projects to raise energy-saving awareness. APAC region is increasingly investing in renewable energy projects and lighting infrastructure. In February 2023, a large-scale smart infrastructure project was initiated in Huanggang City, China, to save energy costs.
• In North America, in 2021, the United States imported approximately USD 12.5 billion worth of lighting fixtures and fittings from the rest of the world. In December 2022, 62% of builders incentivized buyers, including providing mortgage rate buy-downs for residential sales. Such a step was taken due to dropping sales activity in 2022. The sale is expected to regain its position in 2023, providing LED lighting demand significantly. Investments in connected streetlights are one of the major factors driving the market for LED lighting in the region. Numerous communities have already benefited from street and roadway lighting projects. For instance, Grand Rapids city council members approved a USD 9.46 million contract in February 2021 to upgrade all of the city's street lights to LEDs.

Global LED Lighting Market Trends

Increasing energy-efficient construction and the rise in global sales of EVs are expected to drive the growth of the market

• The world's population reached 7.89 billion people in 2021. Global employment figures reached 3.32 billion in 2022 from 3.16 billion in 2015, an increase of almost 0.13 billion. The use of LEDs is expected to increase as more knowledge is spread throughout the population as a result of the rise in the number of employed individuals.
• Despite the COVID-19 pandemic, worldwide spending on energy-efficient construction increased by an exceptional 11.4% in 2020 to over USD 184 billion, up from USD 165 billion in 2019. The yearly growth rate for investments in energy efficiency surpassed 3% for the first time since 2015. The requirement for additional rooms in a house is anticipated to result in increased demand for LEDs due to the rise in the development of energy-efficient buildings and to meet the residential needs of the expanding population.
• In 2022, there were 143.96 million automobiles produced worldwide. In 2023, that number was projected to rise to 150.92 million. Global sales of electric vehicles exceeded 10 million in 2022, and it was predicted that sales in 2023 would rise by another 35% to a total of 14 million. The market share of electric cars rose from 4% in 2020 to 14% in 2022 as a result of this quick expansion. Due to the fact that electric cars need more processors per vehicle than conventional automobiles, there has also been an increase in the need for automotive semiconductor chips as more of them are used. The rise in semiconductor demand in the automotive industry is likely to help the market for LED lighting.

The market is driven by increasing population, green buildings, and government programs to promote LED adoption

• The world's population reached 8 billion people in 2023, up from 7.79 billion in 2020. The largest countries by population included China (1.45 billion), India (1.42 billion), and the US (336.8 million). Furthermore, global employment increased to 3.32 billion people in 2022 from 3.16 billion in 2015, an increase of almost 0.13 billion people. The use of LEDs will increase as more knowledge is spread throughout the population as a result of the rise in the number of employed individuals and population growth.
• Despite the COVID-19 pandemic, worldwide spending on energy-efficient construction increased by an exceptional 11.4% in 2020 to over USD 184 billion, up from USD 165 billion in 2019. The yearly growth rate for investments in energy efficiency surpassed 3% for the first time since 2015. The requirement for additional rooms in a house will result in increased demand for LEDs due to the rise in the development of energy-efficient buildings and to meet the residential needs of the expanding population.
• Globally, launches of new houses have been rising, creating more LED penetration due to the need for illumination. For instance, in India, new launches in the Mumbai Metropolitan Region (MMR) increased over two-fold to 1,24,652 units in 2022 from 56,883 units in the previous year. Brazil's affordable housing program also restarted. The Brazilian President announced plans to restart the nationwide federal housing program for low-income individuals in February 2023. The President created the program, named "Minha Casa, Minha Vida," which translates to "My Home, My Life," in 2009. Such instances are further expected to raise the demand for LED lighting in the country.

LED Lighting Industry Overview

The LED Lighting Market is fragmented, with the top five companies occupying 31.38%. The major players in this market are ACUITY BRANDS, INC., LEDVANCE GmbH (MLS Co Ltd), OSRAM GmbH., Panasonic Holdings Corporation 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 Argentina
    • 4.14.1.2 Brazil
    • 4.14.1.3 China
    • 4.14.1.4 France
    • 4.14.1.5 Germany
    • 4.14.1.6 Gulf Cooperation Council
    • 4.14.1.7 India
    • 4.14.1.8 Japan
    • 4.14.1.9 South Africa
    • 4.14.1.10 United Kingdom
    • 4.14.1.11 United States
  • 4.14.2 Outdoor Lighting
    • 4.14.2.1 Argentina
    • 4.14.2.2 Brazil
    • 4.14.2.3 China
    • 4.14.2.4 France
    • 4.14.2.5 Germany
    • 4.14.2.6 Gulf Cooperation Council
    • 4.14.2.7 India
    • 4.14.2.8 Japan
    • 4.14.2.9 South Africa
    • 4.14.2.10 United Kingdom
    • 4.14.2.11 United States
  • 4.14.3 Automotive Lighting
    • 4.14.3.1 Argentina
    • 4.14.3.2 Brazil
    • 4.14.3.3 China
    • 4.14.3.4 France
    • 4.14.3.5 Germany
    • 4.14.3.6 Gulf Cooperation Council
    • 4.14.3.7 India
    • 4.14.3.8 Japan
    • 4.14.3.9 South Africa
    • 4.14.3.10 South Korea
    • 4.14.3.11 Spain
    • 4.14.3.12 United Kingdom
    • 4.14.3.13 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 Region
  • 5.5.1 Asia-Pacific
  • 5.5.2 Europe
  • 5.5.3 Middle East and Africa
  • 5.5.4 North America
  • 5.5.5 South 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 HELLA GmbH & Co. KGaA (FORVIA)
  • 6.4.3 KOITO MANUFACTURING CO., LTD.
  • 6.4.4 LEDVANCE GmbH (MLS Co Ltd)
  • 6.4.5 Marelli Holdings Co., Ltd.
  • 6.4.6 OPPLE Lighting Co., Ltd
  • 6.4.7 OSRAM GmbH.
  • 6.4.8 Panasonic Holdings Corporation
  • 6.4.9 Signify (Philips)
  • 6.4.10 Stanley Electric Co., Ltd.

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