北美商用LED照明市场：市场占有率分析、产业趋势与统计、成长预测（2026-2032年）

预计北美商业 LED 照明市场将从 2025 年的 896 万美元成长到 2026 年的 1,003 万美元，到 2032 年将达到 1,972 万美元，2026 年至 2032 年的复合年增长率为 11.93%。

北美商业LED照明市场正从单纯追求效率的升级转向与智慧建筑理念相契合的全联网、高感测器系统。儘管日益严格的法规，特别是美国能源局将于2028年7月生效的每瓦120流明的强制性规定，正在逐步淘汰老旧的萤光技术，但企业净零排放目标仍然是推动维修需求持续增长的动力。照明灯具价格的下降进一步扩大了整体拥有成本（TCO）优势，使得即使在中型设施中，大规模部署LED照明也具有经济可行性。同时，人性化的照明功能和物联网连接正在提升LED提案在节能之外的价值主张。随着供应商在应对大宗商品利润压力的同时寻求高端软体解决方案带来的机会，市场竞争日益激烈。

北美商用LED照明市场趋势与洞察

严格的节能法规和建筑规范推动市场转型

联邦和州政府的政策正在重塑北美商业LED照明市场的采购标准，强制要求更高的能源效率标准和更先进的控制技术。美国能源部计划要求2028年7月之后销售的通用灯具的最低能源效率达到120 lm/W，这将加速淘汰约占商业灯具一半的紧凑型萤光。同时，ASHRAE/IES 90.1-2022标准强制要求更严格的照明功率密度和日光响应控制，从而有利于采用整合感测器的LED系统。加州第24章第6部分法规进一步加快了实施进度，导致区域维修活动激增。这些多层次的法规提高了市场进入门槛，有利于拥有合规产品系列和认证技术的成熟製造商。因此，北美商业LED照明市场的需求前景更加明朗，供应商可以扩大组件采购范围并稳定价格。

LED灯具价格下降和整体拥有成本（TCO）优势推动了其商业应用。

LED构装和驱动器成本的快速下降降低了灯具的初始价格，使得许多商业维修计划能够在不到两年的时间内收回投资。现代槽型灯具的光效可达110 lm/W（比萤光基准高出40%），额定寿命延长至约85,000小时。这意味着维护週期相应缩短，有助于设施管理人员降低营运成本。透过将高棚照明更换为LED，物流中心实现了50-70%的节能，大型设施每年可节省高达10万美元的电费。此外，美国多个州实施的公用事业补贴计画可降低10-15%的资本成本，进一步巩固了采用LED的资金筹措决策。这些经济因素共同推动了北美商业LED照明市场的近期成长势头，因为投资回报对预算有限的业主来说更具吸引力。

价格下跌挤压供应商利润空间，竞争压力加剧。

基本照明灯具的商品化加剧了价格压力，使製造商难以维持盈利。从市场领导昕诺飞（Signify）到中阶品牌，各家公司都面临股价波动，因为投资人质疑平均售价下降带来的成长前景。 Acquity Brands 则是逆势而行，优先发展智慧空间解决方案。儘管销售额下滑，该公司在 2024 财年仍实现了 16.7% 的成长，每股收益成长了 24.9%。北美商用 LED 照明市场的整合正在加速，规模较小或缺乏专业知识的製造商正在考虑合併或退出。关税的不确定性，特别是拟议对墨西哥组装的照明灯具征收 25% 的关税，增加了成本风险，并使拥有跨境供应链的供应商的定价策略更加复杂。

细分市场分析

到2025年，办公领域将占据北美商业LED照明市场29.65%的份额，主要得益于企业为实现ESG目标和提升员工体验而进行的大规模维修。为了提高能源效率并更好地支援昼夜节律，办公室正越来越多地采用人性化的可调光白光照明灯具和人体感应器。这些高价值需求推高了平均售价，使供应商能够弥补其他领域利润率的下降。同时，设施管理人员更倾向于选择能够与暖通空调（HVAC）和门禁系统无缝整合的网路化灯具，这推动了北美商业LED照明市场转型为整合式建筑平台。

儘管零售环境目前销售额不高，但它是成长最快的细分市场，预计到2032年将以16.95%的复合年增长率成长。零售商表示，得益于能够提升产品可见度并影响消费者情绪的策略性重点照明，销售额成长高达25%。连锁店正更频繁地更新照明系统，以配合不断更新的品牌体验，从而形成持续的需求循环。饭店、医疗保健和教育产业为拥有特殊需求的製造商提供了差异化的机会，例如为病房提供昼夜节律支援照明，以及为教室提供防眩光下照灯。工业和仓储设施正在采用高棚维修，该方案投资回报迅速，但价格仍是竞争的关键因素。这些跨行业的成长势头支撑着北美商业LED照明市场，使其免受任何单一行业放缓的影响。

北美商业LED照明市场按应用领域（零售、办公室、酒店、建筑照明、医疗保健等）、外形尺寸（槽型灯、下照灯、高棚灯、轨道灯、吊灯等）、分销渠道（直销、零售/批发、节能服务公司/照明服务供应商、线上/电商）和地区进行细分。市场预测以美元计价。

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 引言

• 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 市场情势

• 市场概览
• 市场驱动因素
  • 严格的节能和建筑规范
  • LED灯具价格下降和整体拥有成本（TCO）优势
  • 智慧互联物联网照明的发展
  • 向以人性化、以健康为中心的照明转变
  • 企业净零排放和ESG目标加速了维修
  • 来自室内垂直农业和微型仓配中心的需求
• 市场限制
  • 价格下跌给供应商利润率带来压力。
  • 现有设施的维修和安装成本很高。
  • 关键零件（磷光体、驱动器、积体电路）短缺
  • 与OLED/microLED照明面板的竞争
• 价值/供应链分析
• 监管环境
• 技术展望

第五章 市场规模及成长预测（以金额为准，2022-2030 年）

• 透过使用
  • 零售商店（展示室、购物中心、商店）
  • 办公室
  • 饭店餐饮业（餐厅、赌场、饭店）
  • 建筑（装饰）
  • 医疗设施
  • 教育机构
  • 工业/仓库
  • 户外商业设施（停车场、建筑幕墙）
• 按外形规格
  • 特罗弗
  • 下照灯
  • 高棚照明
  • 轨道灯
  • 吊灯
  • 面板灯
  • 直条
  • 其他的
• 透过分销管道
  • 直销
  • 零售/批发
  • 节能服务公司/照明服务供应商
  • 线上/电子商务
• 按国家/地区
  • 美国
  • 加拿大
  • 墨西哥

第六章 竞争情势

• 市占率分析
• 公司简介
  • Signify Holding（Philips Lighting & Cooper Lighting）
  • Acuity Brands Inc.
  • Hubbell Inc.
  • Cree Lighting（IDEAL Industries）
  • Dialight PLC
  • US LED Ltd.
  • Osram Licht AG
  • Technical Consumer Products Inc.
  • Current Lighting Solutions LLC（GE Current）
  • Zumtobel Group
  • Lutron Electronics Co.
  • Legrand SA
  • Leviton Manufacturing Co.
  • Samsung Electronics America
  • LG Innotek USA
  • Nichia America Corp.
  • Orion Energy Systems Inc.
  • Energy Focus Inc.
  • Digital Lumens Inc.
  • Fagerhult Group（North America）
  • Revolution Lighting Technologies
  • Cooper Lighting Solutions

第七章 市场机会与未来展望

The North America Commercial LED Lighting market is expected to grow from USD 8.96 million in 2025 to USD 10.03 million in 2026 and is forecast to reach USD 19.72 million by 2032 at 11.93% CAGR over 2026-2032.

The North America Commercial LED Lighting market is transitioning from purely efficiency-driven upgrades toward fully networked, sensor-rich systems that align with smart-building initiatives. Regulatory tightening most notably the Department of Energy's 120 lumens-per-watt mandate effective July 2028 removes legacy fluorescent technologies, while corporate net-zero targets sustain retrofit momentum. Price declines across luminaires deepen the total-cost-of-ownership advantage, making broad adoption economical even for mid-sized facilities. Simultaneously, human-centric lighting features and IoT connectivity strengthen value propositions that go beyond energy savings. Competitive intensity increases as vendors balance margin pressure from commodity products with opportunities in premium, software-enabled solutions.

North America Commercial LED Lighting Market Trends and Insights

Stringent Energy-Efficiency Regulations and Building Codes Drive Market Transformation

Federal and state policies reshape purchasing criteria across the North America Commercial LED Lighting market by enforcing higher efficacy thresholds and advanced control requirements. The Department of Energy will compel all general-service lamps sold after July 2028 to deliver at least 120 lm/W, accelerating retirement of compact fluorescent lamps that still populate nearly half of commercial sockets ASHRAE/IES 90.1-2022 concurrently sets stricter lighting power densities and daylight-responsive controls that favor LED systems with integrated sensors. California's Title 24 Part 6 pushes even more aggressive timelines, creating regional surges in retrofit activity. These layered regulations raise entry barriers, benefiting incumbent manufacturers with compliant product portfolios and certification expertise. Consequently, the North America Commercial LED Lighting market gains predictable demand visibility, allowing vendors to scale component procurement and stabilize pricing.

Declining LED Luminaire Prices and Total-Cost-of-Ownership Advantage Accelerate Commercial Adoption

Rapid cost compression across LED packages and drivers lowers upfront fixture prices, enabling projects to justify payback periods shorter than two years in many commercial retrofits. Contemporary troffer designs deliver 110 lm/W efficacy-40% higher than fluorescent references-while extending rated life to roughly 85,000 hours; maintenance cycles drop proportionally, cutting operating expenses for facility managers . High-bay conversions record energy savings of 50-70% in distribution centers, generating six-figure annual utility reductions in large venues. Utility incentives across multiple U.S. states further shave 10-15% from capital costs, tipping financing decisions decisively toward LED. Together, these economic levers reinforce the North America Commercial LED Lighting market's momentum in the short term as payback math becomes compelling even for budget-constrained property owners

Price Erosion Squeezing Vendor Margins Intensifies Competitive Pressure

Commoditization in basic luminaires fuels downward price pressure, challenging manufacturers to protect profitability. Market leaders such as Signify and mid-tier brands alike witness share price volatility as investors question growth prospects amid falling average selling prices Acuity Brands counters the trend by prioritizing intelligent-spaces solutions, which expanded 16.7% in fiscal 2024 and lifted earnings per share 24.9% despite a topline dip. Smaller manufacturers lacking scale or specialization explore mergers or exit, accelerating consolidation within the North America Commercial LED Lighting market. Tariff uncertainty-especially proposals to levy 25% duties on Mexican-assembled luminaires-adds cost risk, complicating pricing strategies for vendors with cross-border supply chains.

Other drivers and restraints analyzed in the detailed report include:

1. Growth of Smart, Connected, and IoT-Enabled Lighting Creates New Value Propositions
2. Shift Toward Human-Centric and Wellness-Focused Lighting Drives Premium Segment Growth
3. High Retrofit and Installation Costs in Legacy Facilities Limit Market Penetration

For complete list of drivers and restraints, kindly check the Table Of Contents.

Segment Analysis

The office category commanded 29.65% of the North America Commercial LED Lighting market share in 2025, underpinned by large-scale corporate retrofits aimed at meeting ESG commitments and boosting employee experience. Offices increasingly deploy human-centric, tunable-white luminaires and occupancy sensors to optimize energy while enhancing circadian support. These premium requirements sustain higher average selling prices, helping vendors offset margin compression elsewhere. Concurrently, facility managers prefer networked fixtures that integrate seamlessly with HVAC and access-control systems, reinforcing the North America Commercial LED Lighting market's shift toward converged building platforms.

Retail environments, while smaller in revenue today, are the fastest-growing segment at a 16.95% CAGR through 2032. Merchandisers cite sales uplifts up to 25% from strategic accent lighting that sharpens product visibility and shapes shopper mood. Store chains also refresh lighting more frequently to align with brand-experience updates, creating recurring demand cycles. Hospitality, healthcare, and education follow with specialized requirements-ranging from circadian support in patient rooms to glare-controlled downlights in classrooms-offering differentiated avenues for manufacturers. Industrial and warehouse settings deploy high-bay retrofits that realize quick paybacks, but the competitive landscape there remains price-sensitive. Collectively, cross-vertical momentum sustains the breadth of the North America Commercial LED Lighting market, protecting it against single-sector slowdowns.

North America Commercial LED Lighting Market is Segmented by Application (Retail Stores, Office, Hospitality, Architectural, Healthcare Facilities, and More), Form Factor (Troffers, Downlights, High-Bay, Track Lights, Suspended Pendants, and More), Distribution Channel (Direct Sales, Retail/Wholesale, ESCO/Lighting-as-a-Service Providers, Online/E-commerce), and Geography. The Market Forecasts are Provided in Terms of Value (USD).

List of Companies Covered in this Report:

1. Signify Holding (Philips Lighting & Cooper Lighting)
2. Acuity Brands Inc.
3. Hubbell Inc.
4. Cree Lighting (IDEAL Industries)
5. Dialight PLC
6. US LED Ltd.
7. Osram Licht AG
8. Technical Consumer Products Inc.
9. Current Lighting Solutions LLC (GE Current)
10. Zumtobel Group
11. Lutron Electronics Co.
12. Legrand S.A.
13. Leviton Manufacturing Co.
14. Samsung Electronics America
15. LG Innotek USA
16. Nichia America Corp.
17. Orion Energy Systems Inc.
18. Energy Focus Inc.
19. Digital Lumens Inc.
20. Fagerhult Group (North America)
21. Revolution Lighting Technologies
22. Cooper Lighting Solutions

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 LANDSCAPE

• 4.1 Market Overview
• 4.2 Market Drivers
  • 4.2.1 Stringent energy-efficiency regulations and building codes
  • 4.2.2 Declining LED luminaire prices and TCO advantage
  • 4.2.3 Growth of smart, connected and IoT-enabled lighting
  • 4.2.4 Shift toward human-centric and wellness-focused lighting
  • 4.2.5 Corporate net-zero and ESG targets accelerating retrofits
  • 4.2.6 Demand from indoor vertical farming and micro-fulfilment hubs
• 4.3 Market Restraints
  • 4.3.1 Price erosion squeezing vendor margins
  • 4.3.2 High retrofit and installation costs in legacy facilities
  • 4.3.3 Critical component shortages (phosphors, drivers, ICs)
  • 4.3.4 Competition from OLED / micro-LED illumination panels
• 4.4 Value / Supply-Chain Analysis
• 4.5 Regulatory Landscape
• 4.6 Technological Outlook

5 MARKET SIZE and GROWTH FORECASTS (VALUE, 2022-2030)

• 5.1 By Application
  • 5.1.1 Retail Stores (Showrooms, Malls, Shops)
  • 5.1.2 Office
  • 5.1.3 Hospitality (Restaurants, Casinos, Hotels)
  • 5.1.4 Architectural (Decorative)
  • 5.1.5 Healthcare Facilities
  • 5.1.6 Educational Institutions
  • 5.1.7 Industrial and Warehouse
  • 5.1.8 Outdoor Commercial (Parking, Facades)
• 5.2 By Form Factor
  • 5.2.1 Troffers
  • 5.2.2 Downlights
  • 5.2.3 High-Bay
  • 5.2.4 Track Lights
  • 5.2.5 Suspended Pendants
  • 5.2.6 Panel Lights
  • 5.2.7 Linear Strips
  • 5.2.8 Others
• 5.3 By Distribution Channel
  • 5.3.1 Direct Sales
  • 5.3.2 Retail / Wholesale
  • 5.3.3 ESCO / Lighting-as-a-Service Providers
  • 5.3.4 Online / E-commerce
• 5.4 By Country
  • 5.4.1 United States
  • 5.4.2 Canada
  • 5.4.3 Mexico

6 COMPETITIVE LANDSCAPE

• 6.1 Market Share Analysis
• 6.2 Company Profiles (includes Global level Overview, Market level overview, Core Segments, Financials as available, Strategic Information, Market Rank/Share for key companies, Products and Services, and Recent Developments)
  • 6.2.1 Signify Holding (Philips Lighting & Cooper Lighting)
  • 6.2.2 Acuity Brands Inc.
  • 6.2.3 Hubbell Inc.
  • 6.2.4 Cree Lighting (IDEAL Industries)
  • 6.2.5 Dialight PLC
  • 6.2.6 US LED Ltd.
  • 6.2.7 Osram Licht AG
  • 6.2.8 Technical Consumer Products Inc.
  • 6.2.9 Current Lighting Solutions LLC (GE Current)
  • 6.2.10 Zumtobel Group
  • 6.2.11 Lutron Electronics Co.
  • 6.2.12 Legrand S.A.
  • 6.2.13 Leviton Manufacturing Co.
  • 6.2.14 Samsung Electronics America
  • 6.2.15 LG Innotek USA
  • 6.2.16 Nichia America Corp.
  • 6.2.17 Orion Energy Systems Inc.
  • 6.2.18 Energy Focus Inc.
  • 6.2.19 Digital Lumens Inc.
  • 6.2.20 Fagerhult Group (North America)
  • 6.2.21 Revolution Lighting Technologies
  • 6.2.22 Cooper Lighting Solutions

7 MARKET OPPORTUNITIES and FUTURE OUTLOOK

• 7.1 White-space and Unmet-Need Assessment