全球LED照明市场：趋势 - 资料库和参与者策略（2025年）

全球LED照明市场在通用照明市场呈现负成长，欧洲、美国、中国等重点地区需求低迷，拖累业绩表现，导致主要企业整体获利减少。相较之下，LED智慧照明和小众LED园艺照明领域呈现逆势成长。展望2025年，LED通用照明市场预计将復苏，主要受现有装置改造的LED替换需求，以及对高品质LED、健康舒适的智慧照明产品的需求不断成长的推动。同时，在垂直照明復苏的推动下，LED园艺照明预计将进入下一阶段的成长。

2024年的市场规模（以美元计）大幅缩水。背后主要因素包括美国联准会持续的高利率政策、中国严重的通货紧缩、欧洲经济持续停滞和地缘政治动盪、日本受到日圆疲软的影响等。美国、欧洲和中国三大核心市场长期以来一直是照明需求的主要来源，但在2024年都面临挑战，拖累整体需求。这使得LED照明的市场价值受到压抑。不过，随着LED渗透率加速，市场需求略有改善，2024年第四季整体跌幅有所缓解。 LED照明市场规模衰退4.2%至560.58亿美元。

迈入2025年，预计全球经济将缓慢改善。与LED照明行业密切相关的建筑业预计将出现逐步復苏的迹象。新建、改造计画以及市政服务和体育领域逐步復苏等公共基础设施计画预计将推动 LED 照明产业的发展。预计现有市场对LED改造的替换需求将会增加，对高品质、健康、舒适和智慧照明产品的需求也会增加。儘管如此，随着全球供应链从中国转移以及全球製造产能不断扩大，竞争可能会加剧。此外，预计2025年将有更多地区将LED照明纳入其保障性关税制度，这可能会抑制市场需求，尤其是在美国关税政策变得更加严厉的情况下。整体来看，全球LED照明市场规模预计在2025年达到566.26亿美元的正值。

从2026年后的中长期来看，住宅和非住宅建筑市场（包括医疗保健、先进製造业和基础设施等领域）预计将推动LED照明产业的显着成长。这项成长将受到脱碳等永续发展措施、消费者对健康舒适照明环境的需求不断成长以及LED产品升级为智慧控制系统的推动。然而，建议谨慎行事，因为世界各地保护性关税的提高可能会抑制需求。因此，预计到2029年市场规模将达到 639.03亿美元，2024年至2029年的年复合成长率为 2.7%。

本报告研究了全球LED照明市场，提供了市场的概述，以及市场参与者的收入排名和产品策略的摘要，以及未来的预测。

目录

[PDF]资料库与输入策略

第1章 照明市场参与者营收排名及策略

• 照明产业收入与产品策略
  • Signify
  • Zumtobel
  • Fagerhult
  • Acuity Brands
  • Current Lighting Solutions
  • Panasonic
• 中国照明製造商的收入和产品策略
  • LEDVANCE/MLS
  • Opple Lighting
  • NVC Lighting

第2章 LED照明市场动态月报

• 前言
• 照明市场的主要调查结果
• LED包装厂商现状
• 照明製造商的现状
• 更新照明政策和法规的现状
• 小众照明市场现况更新

[EXCEL]资料库及输入策略

第1章 简介

第2章 一般照明市场预测（2025-2029）

• 通用 LED 照明市场规模 - 需求市场价值、数量和平均销售价格 - 依产品
• 通用 LED 照明市场规模 - 需求市场价值 - 依类别 - 灯具和照明设备
• 通用 LED 照明市场规模 - 依需求、市场价值和地区
• 通用 LED 照明市场规模 - 需求市场价值和数量 - 依产品和地区
• 通用 LED 照明市场规模 - 需求市场价值 - 依应用
• 通用LED照明普及率（安装量基础）
• 通用照明 LED 市场 - 价值与数量 - 依应用
• 通用照明 LED 市场 - 价值、数量、平均售价 - 依功率
• 通用照明 LED 市场 - 依包装类型的价值、数量、平均销售价格
• 通用照明 LED 市场的价值 - CCT
• 通用照明 LED 市场 - 价值与数量 - CRI
• 通用照明 LED 价格

第3章 智慧照明市场预测（2025-2029）

• 智慧 LED 照明市场规模 - 需求市场价值 - 依应用
• 智慧 LED 照明市场规模 - 需求市场价值 - 依地区

第4章 农业照明市场预测（2025-2029）

• 园艺 LED 照明市场规模 - 需求市场价值 - 依应用
• 园艺 LED 照明市场规模 - 需求市场价值 - 依地区
• 农业照明 LED 市场 - 价值和数量（依晶片）
• 农业照明 LED 市场价值与数量 - 依功率
• 农业照明LED价格
• 园艺照明 LED 市场收入排名（2023-2024年）

第5章 照明产业营收排名及预测

• 照明产业收入前20名（2023-2024年）
• 收入排名前10名的照明企业（2023-2024年），依用途
• LED 照明市场参与者的收入（2023-2024年）

第6章 LED 照明产品规格与价格

According to the latest TrendForce report "2025 Global LED Lighting Market Trend- Database and Player Strategies", in 2024, the LED general lighting market experienced negative growth as sluggish demand in key regions across Europe, the United States, and China weighed on performance, leading to overall revenue declines among leading lighting companies. In contrast, the LED smart lighting and niche LED horticultural lighting segments showed countertrend growth. Toward 2025, the LED general lighting market is expected to rebound, driven primarily by the demand for LED replacements during renovation of existing installations and by the increasing demand for high-quality LEDs as well as healthy, comfortable, and smart lighting products. Meanwhile, LED horticultural lighting is poised to enter its next growth phase, fueled by a resurgence in vertical.

General Lighting Market

According to TrendForce analysis, in 2024 the market size measured in USD contracted significantly. This was primarily due to several factors: the US Federal Reserve's continued high interest rate policy, severe deflation in China, persistent weakness in Europe amid economic and geopolitical turmoil, and the impact of yen depreciation in Japan. The three core markets-the US, Europe, and China-have long been the main sources of lighting demand, but all faced challenges in 2024 that dragged down overall LED lighting market value. However, as market demand improved somewhat in 4Q24 with accelerating LED penetration, the overall decline was slightly mitigated. The LED lighting market value fell by 4.2% to USD 56.058 billion.

Entering 2025, the global economy is expected to improve moderately. The construction sector-closely linked to the LED lighting industry-is projected to show signs of a gentle recovery. New installations, renovation projects, and public infrastructure initiatives, including those in the slowly recovering municipal affairs and sports segments, are anticipated to boost the LED lighting industry. The demand for LED replacements in existing markets requiring renovations, as well as that for high-quality, healthy, comfortable, and smart lighting products, are expected to rise. That being said, as the global supply chain shifts away from China and global production capacity continues to expand, competition is likely to intensify. In addition, more regions are expected to include LED lighting within their protective tariff schemes in 2025-particularly with intensified US tariff policies-which could suppress market demand. Overall, TrendForce estimates the global LED lighting market size to positively return to USD 56.626 billion in 2025.

From the product perspective, TrendForce maintains that increased investments in infrastructure, municipal affairs, sports, and entertainment projects, along with a rising number of electric vehicle charging stations, will create opportunities to reconfigure the outdoor lighting sector. Therefore, outdoor lighting products-including LED street lights, LED floodlights, and LED parking lot lights-are forecast to witness an upward growth trend.

In the mid-to-long term, beyond 2026, the residential and non-residential construction markets-including segments such as healthcare, advanced manufacturing, and infrastructure-are expected to drive significant growth in the LED lighting industry. This growth will be fueled by sustainable development initiatives like decarbonization, increasing consumer demand for healthy and comfortable lighting environments, and the upgrade of LED products to smart control systems. However, caution is advised as emerging protective tariffs worldwide could suppress demand. Consequently, TrendForce remains cautiously optimistic about the future, forecasting the market size to reach USD 63.903 billion by 2029, with a CAGR of 2.7% from 2024 to 2029.

Smart Lighting Market

In 2024, driven by the demand for energy savings, LED lighting products have increasingly incorporated dimming, color tuning, and smart control systems. According to the latest data from TrendForce, the global smart lighting market size grew by 17.6% in 2024.

Broken down by application, the growth was primarily driven by lower costs of smart lighting products and steadily increasing energy-saving demand in the professional lighting market (including commercial, outdoor, and industrial segments) which spurred growth in IoT lighting, particularly in the outdoor and industrial sectors. In 2025, improved consumer demand is expected to stimulate a rebound in smart household lighting, covering products such as bulbs, filament lamps, and ceiling lights. Additionally, spotlights, downlights, and LED strips are gradually penetrating the smart household lighting market, experiencing rapid growth.

Horticultural Lighting Market

According to the latest data from TrendForce, the global LED horticultural lighting market size reached USD 1.315 billion in 2024, reflecting a year-on-year growth of 6.6%. TrendForce's analysis indicates that this recovery is not simply due to downstream restocking; rather, it represents a genuine and sustainable resurgence in demand.

Forecasting for 2025, a new round of cannabis lighting replacements is expected. During the peak period of cannabis applications in 2020-2021, the lighting solutions used featured lower lifespans, luminous efficacy, and light intensity. The anticipated transition to products with higher photosynthetic photon flux (PPF) and photosynthetic photon efficacy (PPE), as well as dimmable multi-channel models, is expected to stimulate further demand. Additionally, ongoing LED penetration to replace traditional high-energy-consuming products, combined with renewed heavy investments in vertical farming across Asia, the Middle East, North America, and Europe-where crop varieties are diversifying towards higher-value produce and research institutions are intensifying their involvement-will inevitably drive rapid growth in the LED horticultural lighting market.

Strategies from Lighting Companies

According to TrendForce, the global lighting market demand remained weak in 2024, especially due to sluggish new installations. Aside from a few companies that have managed to grow revenue through unique operating strategies, most firms experienced varying degrees of decline due to weak revenue. European and the US brands, in particular, suffered from project suspensions or delays, which further deepened their revenue falls; meanwhile, Chinese OEMs faced fierce competition as both shipments and prices dropped. The top 20 lighting companies achieved a combined revenue of USD 24.134 billion in 2024-a 4.7% year-on-year decline that continues a downward trend. Nevertheless, the ranking of the top five remained unchanged, namely Signify, Acuity Brands, Panasonic, LEDVANCE/MLS Lighting, and Zumtobel, reflecting a stable industry structure.

TrendForce further analyzes that the lighting market is mature, highly fragmented, and extremely competitive, making economies of scale particularly important. Additionally, niche lighting segments with relatively high barriers-such as horticultural lighting, marine lighting, and healthcare lighting-are emerging as key areas for future competition and market penetration. For example, the North American leader Acuity Brands is actively entering the gas station lighting market, which it had not previously explored, in an effort to capture additional market share. This indicates that resources will increasingly concentrate on larger companies, leading to a "big gets bigger" trend. Furthermore, digital transformation continues to be a focus for companies, and the integration of LED lighting with smart control systems is expected to be widely adopted, thus unlocking new opportunities for second-round replacement demand growth.

Table of Contents

[PDF] Database and Player Strategies

1. Lighting Player Revenue Ranking and Strategies

• Lighting Player Revenue and Product Strategies
  • Signify
  • Zumtobel
  • Fagerhult
  • Acuity Brands
  • Current Lighting Solutions
  • Panasonic
• Chinese Lighting Player Revenue and Product Strategies
  • LEDVANCE / MLS
  • Opple Lighting
  • NVC Lighting

2. LED Lighting Market Dynamics Monthly Report

• Foreword
• [TrendForce's Prospective] Key Findings in Lighting Market
• Updates on Statuses of LED Package Manufacturers
• Updates on Statuses of Lighting Manufacturers
• Updates on Statuses of Lighting Policies and Regulations
• Updates on Niche Lighting Market Statuses

[EXCEL] Database and Player Strategies

1. Introduction

• 1.1. Market Research Methodology NEW
• 1.2. Global Economics (GDP) NEW
• 1.3. Exchange Rates NEW

2. General Lighting Market Forecast (2025-2029)

• 2.1. General LED Lighting Market Scale-Demand Market Value & Volume & ASP-by Product
• 2.2. General LED Lighting Market Scale-Demand Market Value-by Category-Lamps & Luminaries
• 2.3. General LED Lighting Market Scale-Demand Market Value-by Region
• 2.4. General LED Lighting Market Scale-Demand Market Value & Volume-by Product & by Region
• 2.5. General LED Lighting Market Scale-Demand Market Value-by Application
• 2.6. General LED Lighting Penetration Rate (Installed Based Volume)
• 2.7. General Lighting LED Market-Value & Volume-by Application
• 2.8. General Lighting LED Market-Value & Volume & ASP-by Power
• 2.9. General Lighting LED Market-Value & Volume & ASP-by Package Type
• 2.10. General Lighting LED Market-Value-by CCT NEW
• 2.11. General Lighting LED Market-Value & Volume-by CRI NEW
• 2.12. General Lighting LED Price

3. Smart Lighting Market Forecast (2025-2029)

• 3.1. Smart LED Lighting Market Scale-Demand Market Value-by Application NEW
• 3.2. Smart LED Lighting Market Scale-Demand Market Value-by Region NEW

4. Agricultural Lighting Market Forecast (2025-2029)

• 4.1. Horticultural LED Lighting Market Scale-Demand Market Value-by Application
• 4.2. Horticultural LED Lighting Market Scale-Demand Market Value-by Region
• 4.3. Agricultural Lighting LED Market-Value & Volume-by Chip Type NEW
• 4.4. Agricultural Lighting LED Market-Value & Volume-by Power NEW
• 4.5. Agricultural Lighting LED Price
• 4.6. Horticultural Lighting LED Player Revenue Ranking (2023-2024) NEW

5. Lighting Player Revenue Ranking and Estimated

• 5.1. Top 20 Lighting Player Revenue (2023-2024)
• 5.2. Top 10 Lighting Player Revenue Ranking by Application (2023-2024) NEW
• 5.3. Lighting LED Player Revenue (2023-2024) NEW

6. LED Lighting Product Specification and Price

• 6.1. Product & Price-Filament Lamp-by Region
• 6.2. Product & Price-Street Light-by Region
• 6.3. Product & Price-Panel Light-by Region
• 6.4. Product & Price-Troffer-by Region
• 6.5. Product & Price-High/Low Bay-by Region
• 6.6. Product & Price-Explosion Proof Light-by Region
• 6.7. Product & Price-Horticultural Light-by Application NEW