亚太LED照明：市场占有率分析、产业趋势与成长预测（2025-2030年）

亚太地区 LED 照明市场规模预计在 2025 年为 206.3 亿美元，预计到 2030 年将达到 291 亿美元，预测期内（2025-2030 年）的复合年增长率为 7.12%。

工业和住宅领域的不断发展正在推动市场成长

• 从价值份额来看，2023年工业和仓储将占据大部分份额。截至2022年，中国是世界第二大经济体。新冠疫情前，中国仓库空间成本平均为每月每平方公尺44.3 元人民币（6.15 美元）。疫情过后，中国对仓库的需求稳定成长，推高了仓库租金成本。预计未来五年中国仓储产业收益将以每年4.3%的速度成长。
• 同样，在印度，製造业在疫情爆发前创造了印度 GDP 的 16-17%，预计将成为成长最快的产业之一。印度工业和仓储业报告强劲吸收量，约 1,100 万平方英尺，其中一线城市占据 77% 的需求。由于这些因素，预计 LED 的广泛需求将会增加。
• 从销售份额来看，到2023年，住宅将占据大部分市场份额。过去三十年，亚洲经历了高速都市化。快速都市化推动了经济成长，但也带来了巨大的住宅需求，导致住宅飙升。在日本，由于政府为因应人口减少而推出的住宅政策，到2023年很有可能出现1,000万套房屋的供应过剩。 2023年，家庭数量将达到高峰5,419万户。这些因素正在推动LED的需求。
• 政府补贴在引进新住宅发挥了重要作用。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 PMAY（Pradhan Mantri Awas Yojana）计划旨在到 2022 年在全国建造 2000 万套经济适用住宅。这些因素可能会导致大规模销售并增加未来对 LED 的需求。

各国房地产基础建设、汽车领域需求旺盛，推动市场需求

• 就2023年的价值和数量份额而言，中国将占据最大份额，其次是印度。中国是一个住房大国，90%以上的家庭拥有自己的住房。同时，超过20%的中国家庭拥有一套以上的住宅，这一比例高于许多已开发国家。此类统计数据可能会刺激对 LED 照明的需求。
• 2021年，中国汽车总产值超过10兆元（1.4兆美元），对中国GDP的贡献率接近10%。汽车市场的强劲成长得益于政策奖励、资金支持以及消费者需求的不断增长。 2022年5月，中国公布了促进新能源汽车农村销售的政策。
• 预计 2022 年印度企业将透过基础设施和房地产投资信託筹集超过 3.5 兆印度卢比。 2020 年 7 月至 2020 年 12 月期间，前八大城市的办公大楼市场交易量达 2,220 万平方英尺。印度目前正在进行价值 1.3 兆美元的大规模基础设施和工业计划。这些发展正在推动对 LED 照明的需求。
• 印度汽车工业对印度GDP的贡献率接近6.4%。截至 2019 年，马哈拉斯特拉邦、古吉拉突邦、德里和卡纳塔克邦等人均收入较高的邦的汽车销量萎缩速度快于行业平均水平。计程车聚合商和乘用车车主的饱和度不断上升，正在阻碍汽车销售的成长。截至2019年10月，LED在尾灯的渗透率超过40%，但在前灯的渗透率不足15%。随着汽车销量的成长，LED尾灯和前灯的份额预计将大幅增长。

亚太LED照明市场趋势

住宅建设和销售的成长推动了LED市场的成长

• 亚太地区是全球60%人口的居住区。该地区许多国家，特别是中国，人口成长率均名列前十名。在中国社会经济底层，截至2019年，超过60%的居民拥有自己的房屋。与大城市的居民相比，拥有率相当高。在二、三线城市和城镇，41%的房主没有房屋抵押贷款。 LED 使用量的增加可能是由于中国住宅购买量的增加。此外，印度已经证明，透过公司推动的宣传活动， LED 技术可以快速且广泛地应用。
• 随着本土和移民人口的快速成长，其他国家的建设产业也蓬勃发展。例如，印尼的住宅在 2017 年增长了 5%，2019 年增长了 1%，由于该国人口不断增长，预计这一趋势将在整个预测期内持续下去。因此，亚太地区建筑业的快速扩张将增加该地区市场对LED的需求。
• 截至2021年，中国是亚太地区家庭数量最多的国家，家庭总数超过4.497亿户。此外，印度、印尼和日本分别拥有2.951亿户、6,890万户和4,850万户家庭。这些国家的家庭数量正在稳步增加，这表明亚太地区正在建造更多的住宅，从而增加了对 LED 的需求。 2022年亚太地区售出的3,750万辆乘用车中，超过2,360万辆来自中国。相比之下，2021 年亚太地区的乘用车销量约为 3,457 万辆。该地区对 LED 的需求将受到亚太地区汽车销售成长的推动。

人口成长、人均所得提高和政府补贴推动LED市场

• 亚太地区人口约 47 亿，占全球总人口的 59.7%，其中包括中国、印度等世界人口最多的国家，其中 46.3% 的人口居住在城市（2019 年为 21.4 亿）。该全部区域生育率接近每名妇女2.1个孩子。东亚的家庭规模已降至每名妇女1.7人，但南亚仍维持在每名妇女2.5人的高位。此外，该地区五分之二的人口目前居住在都市区。随着数以百万计的人口从农村迁移到城镇寻找就业和更好的机会，这一比例在未来几年将大幅增加。因此，预计都市区家庭数量的增加将推动该地区采用 LED 来满足照明需求。
• 该地区包括几个新兴国家，儘管受到疫情影响，但发展中国家的可支配收入仍在成长。 2022 年 12 月，中国的人均收入达到 12,732.5 美元，而 2021 年 12 月为 12,615.7 美元。 2022 年 3 月，印度的人均收入为 2,301.4 美元，而 2021 年 3 月为 1,971.6 美元。 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。这将提高个人的消费能力，从而将更多资金投入新的居住空间。在住宅照明领域，中国政府于2012年提供了22亿元人民币（3.1亿美元）的LED照明补贴。 2010年4月，日本政府推出了名为「生态积分」的消费者回馈计画。用户可以使用其生态积分以二比一的比例购买LED灯，预计将进一步刺激对LED照明的需求。

亚太LED照明产业概况

亚太地区LED照明市场较为分散，五大主要企业占26.83%的市占率。市场的主要企业有：小纟製作所、日亚化学株式会社、欧普照明、松下控股株式会社和 Signify Holding（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
• 道路上的汽车数量
• 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
    • 中国
    • 印度
    • 日本
  • 户外照明
    • 中国
    • 印度
    • 日本
  • 汽车照明
    • 中国
    • 印度
    • 日本
    • 韩国
• 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
• 国家
  • 中国
  • 印度
  • 日本
  • 其他亚太地区

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
  • EGLO Leuchten GmbH
  • GRUPO ANTOLIN IRAUSA, SA
  • KOITO MANUFACTURING CO., LTD.
  • Marelli Holdings Co., Ltd.
  • Nichia Corporation
  • OPPLE Lighting Co., Ltd
  • OSRAM GmbH.
  • Panasonic Holdings Corporation
  • Signify Holding（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
• 数据包
• 词彙表

The Asia Pacific LED Lighting Market size is estimated at 20.63 billion USD in 2025, and is expected to reach 29.1 billion USD by 2030, growing at a CAGR of 7.12% during the forecast period (2025-2030).

Increasing development in the industrial sector and residential sector drives the market growth

• In terms of value share, in 2023, industrial and warehouse accounts for most of the share. China is the second-largest economy in the world as of 2022. Warehouse space in China cost an average of CNY 44.3 (USD 6.15) per square meter per month during pre-COVID-19. In China, there has been a steady rise in the demand for warehouses, raising the cost of renting them post-pandemic. Revenue for the storage industry in China is expected to increase at an annualized 4.3% over the five years.
• Similarly, in India, manufacturing generated 16-17% of India's GDP before the pandemic and is expected to be one of the fastest-growing sectors. India's industrial and warehousing sector reported a nearly 11 million square feet robust absorption, with tier-I cities driving 77% of the demand. Such factors are expected to increase the LED penetration demand.
• In terms of volume share, in 2023, residential accounts for most of the share. Over the past three decades, Asia experienced a high urbanization rate. While rapid urbanization helped to fuel economic growth, it has led to major demand for housing, resulting in high housing prices. Japan will likely see an excess supply of 10 million dwelling units in 2023, partly due to government housing policy with a shrinking population. The number of households will peak at 54.19 million in 2023. Such a factor caters to a major LED demand.
• Government subsidy plays a major role in the adoption of new housing. In India, the government has introduced several energy-saving programs. For example, the central government's ambitious Pradhan Mantri Awas Yojana (PMAY) program aims to build 20 million affordable metropolitan housing units nationwide by 2022. Such factors might lead to major sales, leading to more LED demand in the coming period.

Increase in development in real estate infrastructure and strong demand in automotive sector in various countries increase the market demand

• In terms of value and volume share, in 2023, China comprised most of the share, and India stood second. China is a country of homeowners, with more than 90% of households owning homes. At the same time, more than 20% of Chinese households own multiple homes, higher than many developed nations. Such stats may propel the demand for LED lighting.
• China's automobile gross output was more than CNY 10 trillion (USD 1.4 trillion) in 2021, contributing to almost 10% of China's GDP. The strong growth of the automotive market can be attributed to policy incentives, capital support, and increasing consumer demand. In May 2022, China released a policy to boost new energy vehicle (NEV) sales in rural parts.
• Indian firms were expected to raise more than INR 3.5 trillion through infrastructure and real estate investment trusts in 2022. The office market in the top eight cities recorded transactions of 22.2 msf from July 2020 to December 2020. In 2022, office absorption in the top seven cities stood at 38.25 million sq. ft. Currently, India is undertaking major infrastructure and industrial projects worth USD 1.3 trillion. Such development fuels the demand for LED lighting.
• The Indian automobile industry contributes almost 6.4% to India's GDP. As of 2019, vehicle sales in higher per capita income states such as Maharashtra, Gujarat, Delhi, and Karnataka were shrinking faster than the industry average. Taxi aggregators and rising saturation among passenger car owners have hit vehicle sales growth. As of October 2019, LEDs gained more than 40% penetration in tail lamps, but they accounted for less than 15% of the share in headlamps. With increasing vehicle sales, the shares of tail lamps and headlamp LEDs are expected to increase significantly.

Asia Pacific LED Lighting Market Trends

Increase in construction and sales of residential houses to drive the growth of the LED market

• Asia-Pacific is home to 60% of the world's population. Numerous nations in the region, notably China, are in the top ten in terms of population growth. In China's lower socioeconomic strata, as of 2019, more than 60% of residents were homeowners. In comparison to citizens of big cities, the ownership rate was substantially greater. In lower-tier cities and towns, 41% of homeowners did not have a mortgage on their home. The increased use of LEDs may be influenced by the rise in home purchases in China. Moreover, India has shown that it is possible to install LED technology quickly and extensively via campaigns promoted by the companies.
• The other nations' construction industries are prospering as their native and immigrant populations both grow quickly. For instance, the volume of residential buildings climbed by 5% in Indonesia in 2017 and by 1% in 2019, and this trend will continue throughout the forecast period due to the countries' growing populations. As a result, the rapidly expanding building sector in Asia-Pacific will increase the demand for LEDs in the regional market.
• China had the most households in Asia-Pacific as of 2021, with a total of over 449.7 million. In addition, there are 295.1 million, 68.9 million, and 48.5 million households in India, Indonesia, and Japan, respectively. There is a steady rise in the number of households in these nations, which suggests that more homes are being built and that the demand for LEDs in the Asia-Pacific is rising. Over 23.6 million of the 37.5 million passenger cars sold in 2022 in Asia-Pacific were in China. Comparatively, Asia-Pacific sold about 34.57 million passenger cars in 2021. The demand for LEDs in the region will be aided by the rise in automotive vehicle sales in Asia-Pacific.

The LED market is driven by increasing population, rising per capita income, and government subsidies

• Asia-Pacific is home to 59.7% of the world's population, which is around 4.7 billion people, and includes the world's most populous countries, such as China and India, and 46.3 % of the population is urban (2.14 billion people in 2019). The region's overall fertility rate is close to 2.1 births per woman. Family size has decreased to 1.7 children per woman in East Asia while maintaining a high of 2.5 children per woman in South Asia. Further, two out of every five people in the region currently live in urban areas. This ratio will increase significantly in the coming years as millions move from the countryside to towns and cities in search of employment and better opportunities. Thus, the increase in the number of households in urban areas is expected to create more LED penetration for need for illumination in region.
• This region includes several developing nations, and despite pandemic, disposable income is growing in developing countries. China's per capita income reached USD 12,732.5 in December 2022, compared to USD 12,615.7 in December 2021. India's per capita income reached USD 2301.4 in March 2022, compared to USD 1971.6 in March 2021. Japan's per capita income reached USD 33,911.2 in December 2022, compared to USD 39,916.1 in December 2021. Such instances result in the rising spending power of individuals and affording more money for new residential spaces. For households, in 2012, the Chinese government offered a subsidy of CNY 2.2 billion (USD 0.31 billion) for the use LEDs. The Japanese government introduced a consumer rebate program known as the "Eco-Point" program in April 2010. Users may use their Eco-Points to purchase LED lamps at a 2 to 1 Eco-point ratio, which is further expected to surge the demand for LED lighting.

Asia Pacific LED Lighting Industry Overview

The Asia Pacific LED Lighting Market is fragmented, with the top five companies occupying 26.83%. The major players in this market are KOITO MANUFACTURING CO., LTD., Nichia Corporation, OPPLE Lighting Co., Ltd, Panasonic Holdings Corporation and Signify Holding (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 China
    • 4.14.1.2 India
    • 4.14.1.3 Japan
  • 4.14.2 Outdoor Lighting
    • 4.14.2.1 China
    • 4.14.2.2 India
    • 4.14.2.3 Japan
  • 4.14.3 Automotive Lighting
    • 4.14.3.1 China
    • 4.14.3.2 India
    • 4.14.3.3 Japan
    • 4.14.3.4 South Korea
• 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 China
  • 5.5.2 India
  • 5.5.3 Japan
  • 5.5.4 Rest of Asia-Pacific

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 EGLO Leuchten GmbH
  • 6.4.2 GRUPO ANTOLIN IRAUSA, S.A.
  • 6.4.3 KOITO MANUFACTURING CO., LTD.
  • 6.4.4 Marelli Holdings Co., Ltd.
  • 6.4.5 Nichia Corporation
  • 6.4.6 OPPLE Lighting Co., Ltd
  • 6.4.7 OSRAM GmbH.
  • 6.4.8 Panasonic Holdings Corporation
  • 6.4.9 Signify Holding (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