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市场调查报告书
商品编码
1822353
2032 年 LED磷光体市场预测:按类型、材料、技术、应用、最终用户和地区分類的全球分析Led Phosphor Market Forecasts to 2032 - Global Analysis By Type, Material, Technology, Application, End User and By Geography |
根据 Stratistics MRC 的数据,全球 LED磷光体市场规模预计在 2025 年达到 21 亿美元,到 2032 年将达到 42.8 亿美元,预测期内复合年增长率为 10.7%。
LED磷光体在将 LED 晶片的窄频发射(通常发射蓝光和紫外光)转换为宽范围的可见光波长方面发挥关键作用。这种转换能够产生具有理想亮度和精确显色性的白光。磷光体通常源自稀土元素或其他发光材料,它们吸收短波长光子并发射长波长光子。透过将原始晶片输出与磷光体发射的光子混合,製造商可以客製化各种白色色调和色彩效果。 LED磷光体凭藉其高效率、高热稳定性和长寿命,成为照明解决方案、电子显示器、汽车照明和萤幕背光的必备材料。
根据美国能源局(DOE) 的数据,预计到 2023 年,LED 照明将占美国所有照明装置的 50% 以上,到 2035 年将达到近乎普遍的普及率。这种向 LED 的广泛转变将推动对能够实现更好的显色性和能源效率的高性能磷光体的需求。
节能照明需求不断成长
人们对节能的日益重视推动了LED磷光体市场的发展。与耗电高、更换频繁的传统照明系统不同,LED节能且使用寿命长。许多政府正在实施政策,减少对传统照明技术的依赖,从而鼓励使用LED。磷光体技术在生产亮度和色彩精准度更高的高品质白光方面发挥核心作用。随着工业、家庭和城市转向更环保的技术,LED解决方案的成本效益正变得越来越有吸引力。环境责任和经济效益的结合正推动基于磷光体的LED照明市场稳步成长。
供应链对稀土元素材料的依赖
LED磷光体市场的一个关键限制因素是其对稀土资源的依赖,而稀土资源对于高性能磷光体的生产至关重要。这些材料主要在有限的地理区域开采,这使得供应链极易受到干扰。政治衝突、贸易壁垒和严格的采矿法规往往导致供应和价格波动,为LED製造商带来不确定性。小型企业尤其难以应对这些挑战,而大型企业则更有效地吸收成本。对有限供应来源的依赖造成了市场不稳定,除非开发出替代原材料和多元化供应商,否则磷光体生产将面临持续的风险。
磷光体技术的进步
磷光体市场的蓬勃发展为LED磷光体市场带来了新的成长潜力。科学家正致力于开发新一代磷光体化合物,以实现更高的效率、更佳的高温稳定性和更优异的显色性。这些改进将使LED更亮、更耐用、功能更丰富,使其应用范围更加广泛。磷光体和量子点的兴起,透过实现精确的色彩调节和卓越的视觉质量,正在彻底改变照明设计。此外,材料效率的提高有助于长期降低成本。随着智慧照明、医疗显示器和身临其境型娱乐技术的日益普及,磷光体创新正成为未来商业机会的关键驱动力。
替代技术的可用性
替代技术对LED磷光体产业来说是一个日益增长的风险。有机LED (OLED)、量子点和雷射照明等创新技术因其灵活性、高效率以及在显示器和汽车系统等应用中的卓越性能而日益受到欢迎。随着这些替代方案的成本和扩充性的提升,它们可能会在某些应用中取代传统的基于磷光体的LED。下一代显示器和照明解决方案的快速普及凸显了磷光体面临淘汰的脆弱性。除非製造商持续提高效率、耐用性和价格承受能力,否则替代方案可能会逐渐获得显着的市场份额,从而削弱磷光体技术的长期可行性。
新冠疫情对LED磷光体产业产生了多方面的影响。一方面,全球供应链中断、贸易限制和工厂停工导致稀土原料短缺,生产停滞。汽车製造、建筑计划和商业活动的减少,降低了对LED解决方案的即时需求。另一方面,数位设备使用量、医疗照明需求和节能技术的激增,为LED磷光体创造了新的机会。随着经济重新开放,对智慧基础设施和永续照明计划的投资支撑了市场的復苏。整体而言,疫情凸显了LED磷光体市场的脆弱性和长期成长前景。
暖白磷光体市场预计将在预测期内占据最大份额
暖白光磷光体预计将在预测期内占据最大的市场份额。暖白光磷光体因其能够产生舒缓自然的光线、提升舒适度和氛围而备受推崇,是住宅、商业和酒店空间的理想选择。这些磷光体通常用于室内照明、装饰设计以及需要温暖宜人照明的环境。其高效率、视觉吸引力以及与节能LED技术的兼容性使其在全球广受认可。随着消费者偏好转向舒适度更高的永续照明,暖白光磷光体将继续在各种应用中占据领先地位,并在LED磷光体市场中占据强势地位。
预计氮化物基磷光体部分在预测期内将出现最高的复合年增长率。
氮化物基磷光体领域预计将在预测期内实现最高成长率,这得益于其卓越的性能特征。氮化物基磷光体以其高效率、优异的耐热性和稳定的输出而闻名,特别适用于高功率、长寿命LED应用。它们广泛应用于汽车照明、商用显示器以及需要出色显色性和稳定亮度的先进照明系统。它们能够呈现深红色,从而提升视觉质量,并使其成为广受欢迎的高端照明解决方案。随着对兼具耐用性和高精度的LED的需求不断增长,氮化物基磷光体正成为业界成长最快的类别。
由于中国、日本、韩国和印度等国在製造业基础设施方面的主导地位,亚太地区预计将在预测期内占据最大的市场份额。快速的工业化进程、家用电子电器产量的不断扩大以及汽车照明中LED元件使用量的激增,为该地区的领先地位提供了支撑。促进节能的监管政策和对高效照明的补贴进一步推动了该地区LED照明的应用。此外,成本优势、熟练劳动力的供应以及强大的物流网络也增强了製造优势。不断增长的城市人口、不断提升的购买力以及日益增强的环保照明意识,帮助亚太地区大幅巩固了其市场份额领先地位。
预计亚太地区在预测期内的复合年增长率最高。这一增长得益于快速都市化、节能照明解决方案需求成长以及基础设施建设的大量投资等因素。中国、印度和日本等国家在住宅、商业和工业应用等各领域引领LED技术的普及。政府推出的优惠政策,例如推广永续照明解决方案以及LED磷光体技术的进步,进一步推动了该地区的成长。因此,预计亚太地区将继续保持其在全球LED磷光体市场成长最快的地位。
According to Stratistics MRC, the Global Led Phosphor Market is accounted for $2.10 billion in 2025 and is expected to reach $4.28 billion by 2032 growing at a CAGR of 10.7% during the forecast period. Phosphors in LEDs play a critical role in transforming the narrow-band emission of LED chips, which commonly produce blue or ultraviolet light, into a wide range of visible wavelengths. This conversion allows the creation of white light with desirable brightness and accurate color rendering. Typically derived from rare earth elements or other luminescent materials, phosphors absorb short-wavelength photons and release them at longer wavelengths. By mixing the original chip output with phosphor-emitted light, manufacturers can tailor different white tones and color effects. Their efficiency, stability under heat, and long lifespan make LED phosphors indispensable in lighting solutions, electronic displays, automotive illumination, and screen backlighting.
According to data from the U.S. Department of Energy (DOE), LED lighting accounted for over 50% of all lighting installations in the U.S. by 2023, with projections indicating near-universal adoption by 2035. This widespread shift to LEDs drives demand for high-performance phosphors that enable better color rendering and energy efficiency.
Rising demand for energy-efficient lighting
Growing emphasis on energy conservation is significantly boosting the LED phosphor market. Unlike conventional lighting systems that require more power and frequent replacements, LEDs provide higher energy efficiency and longer operating lifespans. Many governments are enforcing policies to reduce reliance on older lighting technologies, thereby encouraging the use of LEDs. Phosphor technology plays a central role in generating high-quality white light with improved brightness and color accuracy. As industries, households, and cities shift toward greener technologies, the cost-effectiveness of LED solutions adds further appeal. The combined effect of environmental responsibility and economic savings continues to drive steady growth in phosphor-based LED lighting.
Supply chain dependence on rare earth materials
A critical restraint for the LED phosphor market is its dependency on rare earth resources, essential for producing high-performance phosphors. Since these materials are mined primarily in limited regions, the supply chain remains highly vulnerable to disruptions. Political conflicts, trade barriers, and strict mining regulations often lead to fluctuations in supply and prices, creating uncertainty for LED manufacturers. Smaller companies particularly struggle to cope with these challenges, while larger firms absorb the costs more effectively. This reliance on restricted sources makes the market unstable, and unless alternative raw materials or diversified suppliers are developed, phosphor production will face ongoing risks.
Advancements in phosphor technology
Emerging innovations in phosphor development are unlocking new growth prospects for the LED phosphor market. Scientists are focusing on creating next-generation phosphor compounds that deliver higher efficiency, stability at elevated temperatures, and better color rendering. These improvements allow LEDs to achieve enhanced brightness, durability, and versatility for broader applications. The rise of nanophosphors and quantum dots is revolutionizing lighting design by enabling precise color tuning and superior visual quality. Additionally, advancements help reduce costs over time by improving material efficiency. With growing adoption of smart lighting, medical displays, and immersive entertainment technologies, phosphor innovations are becoming a vital driver of future opportunities.
Availability of substitute technologies
Substitute technologies represent a growing risk for the LED phosphor industry. Innovations such as organic LEDs (OLEDs), quantum dots, and laser lighting are becoming popular because of their flexibility, efficiency, and superior performance in applications like displays and automotive systems. As these alternatives improve in cost and scalability, they may replace traditional phosphor-based LEDs in several sectors. The rapid adoption of next-generation display and lighting solutions highlights the vulnerability of phosphors to being phased out. Unless manufacturers continue to enhance efficiency, durability, and affordability, substitutes could gradually capture significant market share, undermining the long-term viability of phosphor technologies.
The outbreak of COVID-19 had a mixed impact on the LED phosphor industry. On one hand, disruptions in global supply chains, restrictions on trade, and factory shutdowns caused shortages of rare earth materials and slowed production. Declines in automotive manufacturing, construction projects, and commercial activities reduced immediate demand for LED-based solutions. On the other hand, the surge in digital device usage, medical lighting needs, and energy-efficient technologies provided new opportunities for LED phosphors. As economies reopened, investment in smart infrastructure and sustainable lighting projects supported market recovery. Overall, the pandemic emphasized both vulnerabilities and long-term growth prospects in the LED phosphor market.
The warm white phosphors segment is expected to be the largest during the forecast period
The warm white phosphors segment is expected to account for the largest market share during the forecast period. They are highly valued for producing soothing, natural-toned light that enhances comfort and ambiance, making them ideal for residential, commercial, and hospitality spaces. These phosphors are commonly integrated into indoor lighting, decorative designs, and environments where warm and inviting illumination is desired. Their efficiency, visual appeal, and compatibility with energy-saving LED technology increase their acceptance worldwide. As consumer preference shifts toward sustainable lighting with superior comfort, warm white phosphors continue to lead adoption across diverse applications, securing their strong position within the LED phosphor market.
The nitride-based phosphors segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the nitride-based phosphors segment is predicted to witness the highest growth rate, driven by its outstanding performance characteristics. Known for high efficiency, excellent thermal resistance, and stable output, these phosphors are particularly effective in high-power and long-life LED applications. They are extensively applied in automotive lighting, professional displays, and advanced illumination systems requiring superior color rendering and consistent brightness. Their capability to deliver deep red tones enhances visual quality, making them popular for premium lighting solutions. With rising demand for LEDs offering both durability and precision, nitride-based phosphors are emerging as the fastest-expanding category in the industry.
During the forecast period, the Asia Pacific region is expected to hold the largest market share, owing to its dominant production infrastructure in China, Japan, South Korea, and India. Its leadership is supported by fast-paced industrialization, expanding output of consumer electronics, and surging use of LED components in automotive lighting. Regulatory policies promoting energy conservation, along with subsidies for efficient lighting, further boost regional uptake. Moreover, cost advantages, availability of skilled workforce, and strong logistics networks strengthen its manufacturing edge. Rising urban populations, more purchasing power, and greater awareness for greener lighting are reinforcing Asia-Pacific's position as the top region by market share, well ahead of other geographical areas.
Over the forecast period, the Asia Pacific region is anticipated to exhibit the highest CAGR. This growth is attributed to factors such as swift urbanization, an escalating demand for energy-efficient lighting solutions, and significant investments in infrastructure development. Countries like China, India, and Japan are spearheading the adoption of LED technologies across various sectors, including residential, commercial, and industrial applications. The region's growth is further supported by favorable government policies promoting sustainable lighting solutions and advancements in LED phosphor technologies. As a result, APAC is expected to maintain its position as the fastest-growing region in the global LED phosphor market.
Key players in the market
Some of the key players in Led Phosphor Market include Beijing Yuji International Co. Ltd, Intematix Corporation, Phosphor Tech Corporation, Denka Co., Ltd, Nichia Corporation, Mitsubishi Chemical Corporation, Edison Opto Corporation, General Electric Company, Harvatek Corporation, Leuchtstoffwerk Breitungen GmbH, Lumileds Holding B.V., Luming Technology Group Co., Ltd., Materion Corporation, Nippon Electric Glass Co., Ltd. and OSRAM GmbH.
In August 2025, Mitsubishi Chemical Corporation is pleased to announce that it signed an Agreement on Coordination and Cooperation for the Maintenance and Development of the Yokkaichi Industrial Complex with Mie Prefecture and Yokkaichi City, the aim of which is to utilize the industrial complex to help bring about a carbon-neutral society.
In May 2025, Materion announced that it has agreed to purchase manufacturing assets for tantalum solutions in Dangjin City, South Korea. This strategic investment expands Materion's global footprint with a facility in Asia to better serve semiconductor customers in that region. The transaction includes a newly constructed, state-of-the-art facility with specialized equipment used to produce fully finished tantalum sputtering targets.
In April 2024, Denka Company Limited (Denka) and Mitsubishi Corporation (MC) are pleased to announce our signing of a joint-venture agreement in the business of fullerenes, carbon molecules that form the base of cutting-edge materials in the field of nanotechnology. Under the terms of our agreement, Denka shall acquire from MC a 50% stake in Frontier Carbon Corporation (FCC), a company dedicated to the manufacturing and sales of fullerenes.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.