北美LED模組：市佔率分析、產業趨勢與統計及成長預測（2026-2031年）

根據 Mordor Intelligence 預測，北美 LED 模組市場規模將從 2025 年的 19.6 億美元和 2026 年的 22.2 億美元成長到 2031 年的 46.9 億美元，2026 年至 2031 年的複合年成長率為 16.09%。

本報告按模組類型（COB、SMD、線性、背光、高功率及其他模組類型）、應用領域（通用照明、汽車、顯示和背光、指示牌及其他應用）、功率範圍（低、中、高）和外形規格（剛性和軟性）進行細分。市場預測以美元（USD）計價。

北美LED模組市場趨勢與洞察

用於消毒系統的UV-C LED模組需求激增

美國環保署 (EPA) 2024 年發布的指南承認，UV-C LED 可在水處理中實現 4-log 的病毒去活化，從而消除了長期存在的監管障礙。因此，亞利桑那州、佛羅裡達州和不列顛哥倫比亞省的市政當局宣布將於 2025 年發布競標，指定使用無汞 UV-C 陣列，逐步取代新裝置中的低壓汞燈。 LG Innotek 和 Seoul Viosis 已推出 100 毫瓦單晶片發送器，每款發射器均實現了 10,000 小時的 L70 性能，從而實現了緊湊型即用型水質淨化器。儘管輻射通量效率仍低於 5%，但平均售價 (ASP) 的快速下降和外形尺寸的柔軟性正推動創業投資資金投資湧入專注於 HVAC 氣流消毒的美國新創公司。擁有經檢驗的LM-80 測試數據和 NSF-61 認證的供應商，其產品比可見頻譜產品享有更高的溢價，從而提高了整個北美 LED 模組市場的利潤率。

汽車製造商正逐步將旗下所有中階車型的車燈更換為LED頭燈。

美國國家公路交通安全管理局 (NHTSA) 於 2024 年批准了自我調整遠光燈，這推動了中型轎車和跨界車廣泛採用 LED 矩陣式頭燈。麥格納 (Magna) 於 2025 年推出的「FlecsForm」迷你 LED 模組可將封裝高度降低 15 毫米，使汽車製造商能夠在不影響行人碰撞安全標準的前提下重新設計前臉。同時，天馬 (Tianma) 和群創光電 (Innolux) 發布了亮度高達 12,000 尼特的迷你 LED抬頭顯示器。要達到如此高的性能需要採用具有微光學元件的高功率背光基板來控制眩光。隨著這些技術從豪華車規格擴展到入門級車型，符合 125 度C結溫和 AEC-Q102 抗衝擊標準的車規級模組的年需求量正在不斷成長。使用 RGBW 陣列的軟性車內環境燈條現在甚至在售價低於 40,000 美元的皮卡車中也得到應用，進一步提升了銷售量。

高功率模組的溫度控管挑戰

戶外區域照明和工業高棚照明的單板功耗超過30瓦，尖峰負載期間結溫可高達115 度C以上。 DLC V6.0標準要求高階產品L70等級達到50,000小時，L90等級達到36,000小時，這迫使供應商採用液冷散熱片和相變散熱外殼。 Getian的2025液冷模組可以散熱100瓦的負載，但會使燈具的物料清單（BOM）增加30%。被動式散熱方案，例如CooliBlade等相變散熱鰭片，可降低結溫，但會增加燈具的體積，這與纖薄的建築美學相悖。如果沒有可靠的熱模型和板載感測器，保固索賠將會增加，從而損害品牌價值。

細分市場分析

到2025年，SMD基板將佔據北美LED模組市場31.29%的佔有率，主要得益於大規模生產的獎盃燈、下照燈和條形燈具。 SMD的低剖面設計和回流焊接成本優勢使其非常適合在墨西哥和美國南部契約製造。相較之下，LED背光模組預計將以16.57%的複合年成長率成長，這主要由擁有超過20萬個調光區域的mini-LED和micro-LED面板驅動。隨著面板製造商將組裝本地化以規避半導體關稅，北美高階電視背光LED模組市場規模正在擴大。每塊面板需要超過5000個mini-LED的200平方英吋汽車顯示螢幕，正吸引專業供應商進入長期汽車平臺。

COB與先進SMD之間的競爭仍在持續。 COB下照燈已達到155流明/瓦，而採用覆晶封裝的高密度SMD陣列的光效已超過181流明/瓦。基於銅聚醯亞胺層壓板的軟性燈條佔據了曲面儀錶板和零售店面重點照明等細分市場，其平均售價是剛性FR-4基板的兩到三倍。模組化產品DLC註冊製程的開發，使得照明品牌更容易對基於通用SMD晶片的產品系列進行認證，進一步鞏固了SMD的現有發展勢頭，而特種背光基板則展現出最強勁的成長速度。

到2025年，通用照明將佔銷售額的44.68%，這反映了數十年來辦公大樓、倉庫和街道照明領域的維修升級和法規遵循。該領域受益於標準化的公用事業獎勵和感測器捆綁包，這些措施簡化了投資回報模型的開發。同時，顯示器和背光產業預計將以16.78%的複合年成長率成長，比整個北美LED模組市場的平均水準高出近2個百分點。電視OEM廠商正在將其65吋以上尺寸的電視升級為mini-LED，推動每塊面板的發送器需求超過10,000個。在汽車駕駛座中，亮度高達12,000尼特的曲面mini-LED抬頭顯示器（HUD）正被廣泛採用，對色度和均勻性有著嚴格的要求。

園藝、紫外線和汽車自我調整系統雖然市場規模不大，但利潤卻非常豐厚。醫院正在使用UV-C下照燈對病房進行消毒，而垂直農業公司則投資於針對生菜和微型菜苗而客製化的紅光、藍光和遠紅外頻譜模組。這些專用模組的毛利率超過35%，是通用型照明模組的兩倍。這一趨勢有助於抵消通用照明核心領域的價格下跌。

其他好處：

• Excel格式的市場預測（ME）表
• 3個月的分析師支持

目錄

第1章：引言

• 研究假設和市場定義
• 調查範圍

第2章：調查方法

第3章執行摘要

第4章 市場狀況

• 市場概覽
• 市場促進因素
  • 電力公司增加補貼，加速了LED維修計畫的推進。
  • 用於消毒系統的UV-C LED模組需求激增
  • 汽車製造商正逐步將旗下所有中階車型的車燈更換為LED頭燈。
  • 物聯網智慧建築標準要求配備連網照明設備。
  • 室內垂直農業的快速發展正在推動園藝照明市場的發展。
  • 用於消費顯示器的下一代迷你LED和微型LED背光
• 市場限制因素
  • 氮化鎵和藍寶石基板的價格波動
  • 高功率模組的溫度控管挑戰
  • 供應鏈向亞太地區的集中造成了前置作業時間的風險。
  • 北美UL和DLC認證流程的複雜性
• 監理情勢
• 技術展望
• 宏觀經濟因素對市場的影響
• 波特五力分析

第5章 市場規模與成長預測

• 按模組類型
  • COB LED模組
  • SMD LED模組
  • 線性LED模組
  • LED背光模組
  • 高功率LED模組
  • 其他模組類型（靈活模組、迷你模組、自訂組件）
• 透過使用
  • 一般照明
    • 住宅
    • 商業
    • 產業
  • 汽車照明
  • 顯示器和背光
  • 招牌和廣告
  • 其他應用（建築、園藝、紫外線、特殊照明）
• 輸出範圍
  • 低功率（5瓦或以下）
  • 中功率（5瓦以上至30瓦以下）
  • 高功率（超過 30 瓦）
• 按外形規格
  • 剛性LED模組
  • 軟性LED模組
• 按地區
  • 美國
  • 加拿大
  • 墨西哥

第6章 競爭情勢

• 市場集中度
• 策略趨勢
• 市佔率分析
• 公司簡介
  • Lumileds Holding BV
  • Cree, Inc.
  • Nichia Corporation
  • Samsung Electronics Co., Ltd.
  • Osram GmbH
  • LG Innotek Co., Ltd.
  • Seoul Semiconductor Co., Ltd.
  • Signify NV
  • Bridgelux, Inc.
  • Acuity Brands, Inc.
  • Eaton Corporation plc（Cooper Lighting Solutions）
  • GE Current, a Daintree company
  • Citizen Electronics Co., Ltd.
  • Everlight Electronics Co., Ltd.
  • Panasonic Holdings Corporation
  • Toshiba Corporation
  • Sharp Corporation
  • Lextar Electronics Corporation
  • Lumens Co., Ltd.
  • Delta Electronics, Inc.
  • Toyoda Gosei Co., Ltd.

第7章 市場機會與未來展望

According to Mordor Intelligence, the north america lED module market size is projected to expand from USD 1.96 billion in 2025 and USD 2.22 billion in 2026 to USD 4.69 billion by 2031, registering a CAGR of 16.09% between 2026 to 2031.

This report is Segmented by Module Type (COB, SMD, Linear, Backlight, High-Power, and Other Module Types), Application (General Lighting, Automotive, Display and Backlighting, Signage, and Other Applications), Power Range (Low, Mid, and High), and Form Factor (Rigid, and Flexible). The Market Forecasts are Provided in Terms of Value (USD).

North America LED Module Market Trends and Insights

Surge in Ultraviolet-C LED Modules for Disinfection Systems

The U.S. Environmental Protection Agency's 2024 guidance recognized UV-C LEDs for 4-log virus inactivation in water treatment, removing a longstanding regulatory hurdle. As a result, municipalities in Arizona, Florida, and British Columbia issued tenders in 2025 that specify mercury-free UV-C arrays, displacing low-pressure mercury lamps in new installations. LG Innotek and Seoul Viosys each launched 100 milliwatt single-chip emitters capable of 10,000-hour L70 performance, enabling compact point-of-use purifiers. Although radiant-flux efficacy remains below 5%, rapid ASP declines and form-factor flexibility have attracted venture funding into U.S. start-ups focusing on HVAC airstream sanitization. Suppliers with verified LM-80 test data and NSF-61 listings command price premiums above visible-spectrum products, lifting overall margin mix for the North America LED module market.

Automaker Shift to LED Headlamps Across Mid-range Vehicle Lines

National Highway Traffic Safety Administration approval of adaptive driving beams in 2024 unlocked LED matrix headlamp deployments across mid-priced sedans and crossovers. Magna's FlecsForm mini-LED module, introduced in 2025, reduces package height by 15 millimeters, enabling automakers to restyle front fascias without compromising pedestrian-impact compliance. Concurrently, Tianma and Innolux showcased mini-LED head-up displays hitting 12,000 nits, a performance level requiring high-power backlight boards with micro-optics for glare control. The migration downstream from luxury trims expands annual unit demand for automotive-grade modules rated to survive 125 °C junction temperatures and AEC-Q102 shock standards. Flexible interior ambient strips using RGBW arrays are now specified in pickup trucks retailing below USD 40,000, further widening volume opportunities.

Thermal Management Challenges in High-Power Modules

Outdoor area lighting and industrial high-bays now exceed 30 watts per board, intensifying junction temperatures beyond 115 °C under summer peak loads. DLC V6.0 demands L70 to 50,000 hours and, for the Premium tier, L90 to 36,000 hours, forcing suppliers to adopt liquid-cooling plates or phase-change housings. Getian's 2025 liquid-cooled modules dissipate 100-watt loads yet raise fixture BOM by 30%. Passive alternatives like CooliBlade phase-change fins lower junctions but enlarge luminaire envelopes, clashing with slim-line architectural aesthetics. Without robust thermal models and on-board sensors, warranty claims escalate, eroding brand equity.

Other drivers and restraints analyzed in the detailed report include:

1. IoT-Enabled Smart-Building Codes Mandating Connected Luminaires
2. Expanding Utility Rebates Accelerating LED Retrofit Projects
3. Price Volatility of GaN and Sapphire Substrates

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

Segment Analysis

SMD boards captured 31.29% of the North America LED module market share in 2025, supported by mass-manufactured troffers, downlights, and strip fixtures. SMD's low profile and reflow-solder economy align with contract manufacturing across Mexico and the southern United States. In contrast, LED backlight modules are forecast to post a 16.57% CAGR, fueled by mini-LED and micro-LED panels that pack more than 200,000 dimming zones. The North America LED module market size tied to premium television backlights is expanding as panel makers localize assembly to sidestep semiconductor tariffs. Two hundred square-inch automotive displays, each requiring upwards of 5,000 mini-LEDs, are pulling specialty suppliers into long-term vehicle platforms.

Contention between COB and advanced SMD continues: COB downlights reach 155 lumens per watt, but high-density SMD arrays now pass 181 lumens per watt, leveraging flip-chip packages. Flexible strips built on copper-polyimide laminates occupy a niche for curved dashboards and retail accent lighting, commanding ASPs 2-3 times those of rigid FR-4 boards. DLC listing pathways for modular products make it easier for luminaire brands to qualify families built around common SMD engines, reinforcing SMD's incumbent momentum while specialty backlight boards deliver the highest growth delta.

General lighting maintained 44.68% of 2025 revenue, reflecting decades-deep retrofit activity and code compliance in offices, warehouses, and streetscapes. The segment benefits from standardized utility incentives and bundled sensor packages that streamline payback modeling. Yet display and backlighting is projected to expand at 16.78% CAGR, a pace nearly 2 percentage points above the overall North America LED module market. Television OEMs are upgrading 65-inch and larger sets to mini-LED, boosting individual panel demand to 10,000-plus emitters. Automotive cockpits adopt curved mini-LED HUDs rated at 12,000 nits, tightening tolerances on chromaticity and uniformity.

Horticulture, UV, and automotive adaptive systems round out smaller, high-margin slices. Hospitals specify UV-C downlights for occupied-room disinfection cycles, while vertical farmers invest in red-blue-far-red spectra tuned to lettuce and micro-greens. These specialized modules deliver gross margins north of 35%, double those of commodity troffer engines, a dynamic that helps offset pricing erosion in the general lighting core.

List of Companies Covered in this Report:

1. Lumileds Holding B.V.
2. Cree, Inc.
3. Nichia Corporation
4. Samsung Electronics Co., Ltd.
5. Osram GmbH
6. LG Innotek Co., Ltd.
7. Seoul Semiconductor Co., Ltd.
8. Signify N.V.
9. Bridgelux, Inc.
10. Acuity Brands, Inc.
11. Eaton Corporation plc (Cooper Lighting Solutions)
12. GE Current, a Daintree company
13. Citizen Electronics Co., Ltd.
14. Everlight Electronics Co., Ltd.
15. Panasonic Holdings Corporation
16. Toshiba Corporation
17. Sharp Corporation
18. Lextar Electronics Corporation
19. Lumens Co., Ltd.
20. Delta Electronics, Inc.
21. Toyoda Gosei Co., Ltd.

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 Expanding Utility Rebates Accelerating LED Retrofit Projects
  • 4.2.2 Surge in Ultraviolet-C LED Modules for Disinfection Systems
  • 4.2.3 Automaker Shift to LED Headlamps Across Mid-range Vehicle Lines
  • 4.2.4 IoT-Enabled Smart-Building Codes Mandating Connected Luminaires
  • 4.2.5 Rapid Growth of Indoor Vertical-Farming Driving Horticulture Lighting
  • 4.2.6 Next-Gen Mini- and Micro-LED Backlights in Consumer Displays
• 4.3 Market Restraints
  • 4.3.1 Price Volatility of GaN and Sapphire Substrates
  • 4.3.2 Thermal Management Challenges in High-Power Modules
  • 4.3.3 Supply-Chain Concentration in Asia-Pacific Creating Lead-Time Risks
  • 4.3.4 Complexity of North American UL and DLC Certification Pathways
• 4.4 Regulatory Landscape
• 4.5 Technological Outlook
• 4.6 Impact of Macroeconomic Factors on the Market
• 4.7 Porter's Five Forces Analysis
  • 4.7.1 Threat of New Entrants
  • 4.7.2 Bargaining Power of Suppliers
  • 4.7.3 Bargaining Power of Buyers
  • 4.7.4 Threat of Substitutes
  • 4.7.5 Intensity of Competitive Rivalry

5 MARKET SIZE AND GROWTH FORECASTS (VALUE)

• 5.1 By Module Type
  • 5.1.1 COB LED Modules
  • 5.1.2 SMD LED Modules
  • 5.1.3 Linear LED Modules
  • 5.1.4 LED Backlight Modules
  • 5.1.5 High-Power LED Modules
  • 5.1.6 Others, Module Type (Flexible Modules, Mini Modules, Custom Assemblies)
• 5.2 By Application
  • 5.2.1 General Lighting
    • 5.2.1.1 Residential
    • 5.2.1.2 Commercial
    • 5.2.1.3 Industrial
  • 5.2.2 Automotive Lighting
  • 5.2.3 Display and Backlighting
  • 5.2.4 Signage and Advertising
  • 5.2.5 Others, Application (Architectural, Horticulture, UV, Specialty Lighting)
• 5.3 By Power Range
  • 5.3.1 Low Power (less than or equal to 5 W)
  • 5.3.2 Mid Power (greater than 5 W to less than or equal to 30 W)
  • 5.3.3 High Power (greater than 30 W)
• 5.4 By Form Factor
  • 5.4.1 Rigid LED Modules
  • 5.4.2 Flexible LED Modules
• 5.5 By Geography
  • 5.5.1 United States
  • 5.5.2 Canada
  • 5.5.3 Mexico

6 COMPETITIVE LANDSCAPE

• 6.1 Market Concentration
• 6.2 Strategic Moves
• 6.3 Market Share Analysis
• 6.4 Company Profiles (includes Global Level Overview, Market Level Overview, Core Segments, Financials as available, Strategic Information, Market Rank/Share, Products and Services, Recent Developments)
  • 6.4.1 Lumileds Holding B.V.
  • 6.4.2 Cree, Inc.
  • 6.4.3 Nichia Corporation
  • 6.4.4 Samsung Electronics Co., Ltd.
  • 6.4.5 Osram GmbH
  • 6.4.6 LG Innotek Co., Ltd.
  • 6.4.7 Seoul Semiconductor Co., Ltd.
  • 6.4.8 Signify N.V.
  • 6.4.9 Bridgelux, Inc.
  • 6.4.10 Acuity Brands, Inc.
  • 6.4.11 Eaton Corporation plc (Cooper Lighting Solutions)
  • 6.4.12 GE Current, a Daintree company
  • 6.4.13 Citizen Electronics Co., Ltd.
  • 6.4.14 Everlight Electronics Co., Ltd.
  • 6.4.15 Panasonic Holdings Corporation
  • 6.4.16 Toshiba Corporation
  • 6.4.17 Sharp Corporation
  • 6.4.18 Lextar Electronics Corporation
  • 6.4.19 Lumens Co., Ltd.
  • 6.4.20 Delta Electronics, Inc.
  • 6.4.21 Toyoda Gosei Co., Ltd.

7 MARKET OPPORTUNITIES AND FUTURE OUTLOOK

• 7.1 White-Space and Unmet-Need Assessment