全球LED照明市场分析（2024年）

全球 LED 照明市场规模预估在 2024 年成长 4%，达到 609 亿美元

受多种因素影响，2023年照明市场需求并未如预期恢復。 2023年LED照明市场规模再次下修至585亿美元（较上年下降5%）。 到2024年，大约57.88亿隻LED灯具和照明灯具将达到其使用寿命并逐步淘汰。 预计将扭转LED照明市场的下滑趋势，并将市场规模增加至609亿美元（年增4%）。

农业照明市场

照明製造商正在修改其积极的扩张计划，以应对该行业当前的挑战，从而降低了对植物工厂领域的投资兴趣。 这种保守的态度肯定会比预期更慢地减缓园艺LED照明的采用进程。 同时，随着中国製造商开始进入中上游园艺照明供应链，作为照明供应的关键障碍的光学专业知识将变得更加普遍。 这加剧了产业链内的竞争，加速了降价。 然而，终端市场园艺照明产品的价格和需求并不像通用照明那么灵活，很难透过降价来刺激需求的大幅成长。 较低的价格也暂时降低了该行业的预期市场价值。

照明厂商利润及发展策略

2023 年营收排名前五的照明製造商是 Signify、Acuity Brands、Panasonic、LEDVANCE（被 MLS Lighting 收购）和 Zumtobel。 2023年照明需求持续疲软，20家主要企业总营收下降4.5%。 由于出口比平常疲软，中国製造商全年都将重点放在国内市场。 智慧调光、调色和提高发光效率是许多西方公司在其新产品中强调的关键功能。 随着 "居家照明无吸顶灯" 的概念越来越深入人心，企业开始专注于开发高品质的筒灯、射灯和条灯。

LED照明封装市场

相对下游终端厂商来说，2023年照明LED市场价格压力将加大，2021年产业回归时将释放额外产能。 2023年终端市场需求并未达到预期的復苏，反而出现萎缩，加剧了LED照明领域的供需失衡。 TrendForce预测，2023年通用、建筑及农业照明的LED市场规模将下滑至2023年的42.36亿美元，较上年下滑17%。

本报告分析了全球LED照明市场，包括LED照明市场整体市场规模的趋势和预测，按产品、功率和地区划分的详细趋势，以及园艺和农业LED照明的市场趋势。我们正在调查主要厂商排名、绩效及策略、照明用LED封装市场趋势等。

目录

第一章全球照明市场趋势

• 调查方法
• 产品定义
• 产品定义：灯
• 产品定义：照明设备
• 全球 LED 照明市场规模：依产品分类（2024-2028 年）
• 全球 LED 照明市场规模：按地区划分（2024-2028 年）
• 全球 LED 照明市场预测：依产品分类（2024-2028 年）
• 全球 LED 照明市场预测：依应用分类（2024-2028 年）
• 全球 LED 照明市场规模（价值基础）：按地区和产品划分（2023 年）
• 全球 LED 照明市场规模（基于数量）：按地区和产品划分（2023 年）
• 全球 LED 照明市场规模（价值基础）：按地区和产品划分（2024 年）
• 全球 LED 照明市场规模（基于数量）：按地区和产品划分（2024 年）
• 全球 LED 照明市场规模（价值基础）：按地区和产品划分（2028 年）
• 全球 LED 照明市场规模（基于数量）：按地区和产品划分（2028 年）

第 2 章园艺照明/LED 市场趋势

• 园艺LED照明的市场需求
  • 园艺照明市场：主要驱动因素与限制因素
  • 园艺LED照明市场规模－LED照明设备（2024-2028）
  • 园艺 LED 照明市场规模：按应用划分（2024-2028 年）
  • 按地区划分的园艺 LED 照明市场规模（2024-2028 年）
• 农业LED照明概述
  • 农业 LED 照明市场规模 - LED 封装（2024-2028 年）
  • 农业LED照明市场规模：依电力划分（2024-2028年）
  • 园艺 LED 照明市场供应链：最新讯息

第三章照明企业获利排名及策略

• 全球主要照明製造商名单
• 营收排名前 20 名的照明公司：整体照明（2021-2023 年）
• 营收排名前 20 名的照明公司：LED 照明（2021-2023 年）
  • 照明公司的获利与产品策略
    • Signify
    • Zumtobel
    • Fagerhult
    • Acuity Brands
    • Current Lighting Solutions
    • Panasonic
    • Endo Lighting
• 中国照明企业营收前十名（2022-2023）
  • 中国照明企业利润与产品策略
    • LEDVANCE/MLS
    • Opple Lighting
    • NVC Lighting
    • Leedarson
    • Foshan Lighting
    • Yankon Group

第四章LED照明市场规模

• 普通照明 LED 的市场价值：按应用分类（2024-2028 年）
• 通用照明 LED 市场价值：按封装类型划分（2024-2028 年）
• 通用照明 LED 市场规模：依电力划分（2024-2028 年）
• LED封装厂商：整个照明市场营收排名（2022-2023）
• LED封装製造商：整个照明市场的市场占有率（2022-2023）

附录：照明市场法规与标准

TrendForce: Global LED Lighting Market Value Likely to Increase 4% To USD 60.9 Billion in 2024

According to TrendForce's latest market research report "TrendForce 2024 Global LED Lighting Market Analysis-1H24", the lighting market demand in 2023 did not experience the expected rebound due to numerous factors. TrendForce once again revised down the LED lighting market value for 2023 to USD 58.5 billion (-5% YoY). In 2024, about 5.788 billion LED lamps and luminaires will reach their service life limits and be phased out, leading to a considerable demand for second-time replacements. This is expected to reverse the declining trend in the LED lighting market, and the market value will reach USD 60.9 billion (+4% YoY).

Agricultural Lighting Market

On the one hand, lighting manufacturers have modified their aggressive expansion plans in response to the immediate industry challenges, which have in fact decreased the desire to invest in the plant factory sector. This conservative posture will undoubtedly slow down the penetration process of LED horticultural lighting compared to expectations. On the other hand, as Chinese manufacturers begin to enter the mid-to-upstream supply chain of horticultural lighting, optical formula expertise, the key barrier to lighting supply, becomes more widespread. This intensifies competition within the industry chain and accelerates price reductions. However, the prices and demand for end-market horticultural lighting products are not as flexible as those for general lighting, making it difficult to stimulate significant demand growth through price reduction. The decrease in prices will also temporarily lower the expected market value for this industry.

Governments around the world are increasing policy support to promote the development of smart agriculture for local food security concerns. For example, Israel, Dubai, and North Africa continue to invest in vertical farms. In 2023, China imported 160 million tons of grain, an increase of 11.7% compared to the previous year. The Chinese government will increase agricultural investments in the next five years, which is beneficial to the agricultural lighting market. Additionally, the acceleration of urbanization, the decrease in per capita arable land, the aging population, and a sharp decline in the number of newborns are significant social issues that drive breakthroughs and development in agricultural technology. In 2024, the agricultural lighting industry will combine AI, sensors, drones, and other technologies to further promote the maturity of smart agriculture. By 2025, some regions will achieve large-scale smart agriculture monitoring and management. This will bring new opportunities to the agricultural lighting market, including horticultural lighting, livestock lighting, aquaculture lighting, fishery lighting, and microalgae growth. LED agricultural lighting technology can not only improve quality and growth speed but also prevent pests and diseases to increase yield. With an improved standard of living, humans seek higher levels of spiritual and material enjoyment, leading to a segmented market for agricultural lighting that offers diverse flavors, high-tech, and a transparent cultivation process.

Lighting Manufacturer Revenues and Development Strategies

According to the data compiled by TrendForce, the top five lighting manufacturers by revenue for 2023 were Signify, Acuity Brands, Panasonic, LEDVANCE (acquired by MLS Lighting), and Zumtobel. The lighting demand for 2023 remained sluggish, with a 4.5% slump in total revenue posted by the top twenty players. As export performance was weaker than previous years, Chinese manufacturers turned to focus on the domestic market throughout the year. Smart dimming and color tuning as well as light efficacy improvement are major features emphasized by most European and US businesses for new products. Following the increasingly popular concept of "household lighting without overhead lights", companies have been striving to develop high-quality downlights, spotlights, and strip lights.

In 2023, the entire lighting industry suffered lower profits due to energy crisis, frequent supply chain woes, and high inventory levels, all of which hampered the progress of inventory depletion.

Regarding industry chain development, integration will be a dominant trend for leading lighting firms in the next three years, with economies of scale being the main tool for profitability. Enterprises without core technology or prominent self-owned brands are expected to be taken over or be eliminated. The challenging global economic conditions and political uncertainty have prompted governments worldwide to cut infrastructure spending. As 2024 will be a crucial year for governments to validate climate efforts, they are likely to allocate higher budget for fixture replacement, giving rise to the LED lighting replacement market.

LED Lighting Package Market

Compared to final product manufacturers in the downstream segment, those producing lighting LED market faced increased pressure on price reductions in 2023, with the production capacity added in 2021-where the industry returned-being released. The end-market demand for 2023 did not recover desirably and even shrank, exacerbating the supply-demand imbalance within the lighting LED sector. TrendForce estimated the market value of LEDs for general, architectural, and agricultural lighting to slump to USD 4.236 billion in 2023 (-17% YoY).

Despite the slower decline in demand for 2023, the long-term unprofitability prompted some companies to withdraw from the market, including multinational players intending to reduce losses. In the long run, the 2835/3030 LED will be the top two components for lighting, while other products could barely threaten their dominance. As miniaturization has never been the focus of lighting LEDs, the 3014/4014 package structures will not become a mainstream. Regardless of the long-term competition between COB and discrete components, the two are clearly differentiated in most applications. A TrendForce survey revealed that the market demand for LED commercial lighting returned in 2023, and that for agricultural (horticultural) lighting also recovered starting in 3Q23. However, the overall economic downturn still led to an increase in the market shares of low-end lighting LEDs. TrendForce estimated the global lighting LED market size (General Lighting) will reach USD 3.686 billion in 2024.

Table of Contents

Chapter 1. Global Lighting Market Trend

• TrendForce LED Lighting Market Scale- Methodology
• TrendForce LED Lighting Market- Product Definition
• TrendForce LED Lighting Market Product Definition- Lamps
• TrendForce LED Lighting Market Product Definition- Luminaires
• 2024-2028 Global LED Lighting Market Scale- by Product
• 2024-2028 Global LED Lighting Market Scale- by Region
• 2023-2024 Global LED Lighting Market Forecast- by Product
• 2024-2028 Global LED Lighting Market Forecast- by Application
• 2023 Global LED Lighting Market - Value Based: by Region vs. Product
• 2023 Global LED Lighting Market - Volume Based: by Region vs. Product
• 2024 Global LED Lighting Market - Value Based: by Region vs. Product
• 2024 Global LED Lighting Market - Volume Based: by Region vs. Product
• 2028 Global LED Lighting Market - Value Based: by Region vs. Product
• 2028 Global LED Lighting Market - Volume Based: by Region vs. Product

Chapter 2. Horticultural Lighting and LED Market Trend

• 2.1. LED Horticultural Lighting Market Demand
  • Horticultural Lighting Market Key Forces & Restraining Forces
  • 2024-2028 LED Horticultural Lighting Market Scale- LED Luminaires
  • 2024-2028 LED Horticultural Lighting Market Scale by Application
  • 2024-2028 LED Horticultural Lighting Market Scale by Region
• 2.2. Overview of LED Agriculture Lighting
  • 2024-2028 Agricultural Lighting LED Market Scale- LED Package
  • 2024-2028 Agricultural Lighting LED Market Scale- by Power
  • Horticultural LED Lighting Market Supply Chain Update

Chapter 3. Lighting Player Revenue Ranking and Strategies

• Global Major Lighting Manufacturer List
• 2021-2023(E) Top 20 Lighting Player Revenue Ranking: Total Lighting
• 2021-2023(E) Top 20 Lighting Player Revenue Ranking: LED Lighting
  • Lighting Player Revenue and Product Strategies
    • Signify
    • Zumtobel
    • Fagerhult
    • Acuity Brands
    • Current Lighting Solutions
    • Panasonic
    • Endo Lighting
• 2022-2023(E) Top 10 Chinese Lighting Player Revenue Ranking
  • Chinese Lighting Player Revenue and Product Strategies
    • LEDVANCE/MLS
    • Opple Lighting
    • NVC Lighting
    • Leedarson
    • Foshan Lighting
    • Yankon Group

Chapter 4. Lighting LED Market Scale

• 2024-2028 General Lighting LED Market Value- by Application
• 2024-2028 General Lighting LED Market Value - by Package Type
• 2024-2024 General Lighting LED Market Scale- by Power
• 2022-2023(E) LED Package Makers' Revenue Ranking in Total Lighting
• 2022-2023(E) LED Package Makers' Market Share in Total Lighting

Appendix. Lighting Market Regulations and Standards

• Policies and Regulations on the General Lighting Market- Abstract
• Policies and Regulations on the General Lighting Market - North America
• Policies and Regulations on the General Lighting Market - DLC for Horticultural Lighting
• Policies and Regulations on the General Lighting Market - Europe
• Policies and Regulations on the General Lighting Market - Africa
• Policies and Regulations on the General Lighting Market - Asia Pacific
• Policies and Regulations on the General Lighting Market - Greater Middle East
• Policies and Regulations on the General Lighting Market - Latin America and the Caribbean
• Policies and Regulations on the General Lighting Market - International Bodies
• Policies and Regulations on the General Lighting Market - Corporation