印度戶外LED照明：市場佔有率分析、產業趨勢與統計及成長預測（2026-2031年）

據 Mordor Intelligence 稱，2025 年印度戶外 LED 照明市場價值為 115.6 億美元，預計到 2031 年將達到 184.7 億美元，而 2026 年為 124.9 億美元，預測期（2026-2031 年）的複合年成長率為 8.12%。

本報告按產品類型（燈具、照明設備）、應用領域（街道和道路照明、建築和景觀照明等）、安裝類型（新安裝、維修安裝）和分銷管道（直銷、批發、零售、電子商務）進行分類。市場預測以美元計價。

印度戶外LED照明市場趨勢與洞察

政府主導的智慧城市和街道照明國家計劃

中央政府的「改進配電部門計畫」將在五年內撥款3.03758兆印度盧比（約34.22億美元），並將LED路燈作為所有城市級提案的核心要素。能源效率服務有限公司（EESL）透過匯總市政需求，實現了比單獨競標15-25%的批量採購折扣。同時，印度能源效率局（BEE）制定的標準化指南簡化了技術評估流程。在普納、蘇拉特和瓦拉納西的初步部署表明，LED路燈可即時節省40-50%的能源，這促使該計劃推廣到規模相近的城市。隨著越來越多的市政當局檢驗能源成本和維護成本降低，改用LED路燈正成為營運的必然選擇，而不僅僅是可選項。該計劃中包含的測量和檢驗協議進一步增強了貸款機構的信心，使其能夠從公共金融機構獲得優惠融資。

降低LED晶片和驅動器成本可降低整體擁有成本。

得益於半導體製程和國產驅動器組裝的進步，2023年至2025年間，封裝LED的平均價格下降了約14%，同期驅動器成本也下降了11%。由於晶片和驅動器佔路燈組件成本的近三分之二，這些價格下降將顯著降低單位成本。此外，LED的使用壽命長（通常超過8萬小時）且發光效率高，減少了維護次數和電力成本，從而進一步降低了生命週期成本。例如，某市用70瓦LED燈取代了130瓦鈉燈，成功降低了46%的電力成本和32%的單位年成本，投資回收期縮短至不到18個月。隨著國產晶圓廠在生產關聯激勵計畫（PLI）補貼下擴大生產規模，預計價格下降的趨勢將持續下去。

地方政府需要高額的初始維修投資（資本支出）。

在印度，對整個城市進行全面LED維修的成本可能超過市政當局年度照明預算的200%，儘管LED照明在整個生命週期內具有顯著優勢，但高昂的成本仍構成了一項即時的財政障礙。 EESL的超級ESCO模式提供基於節能效益的績效契約，但許多小規模城市由於擔心購電擔保和長期責任問題，對簽訂7-10年的長期合約猶豫不決。中央政府最近在電動公車採購中試點推行的「支付擔保機制」或許可以透過引入託管擔保來緩解供應商的擔憂，但該機制在照明領域的應用仍處於早期階段。

細分市場分析

2025年，照明燈具及設備佔銷售額的72.86%。這反映出市政部門越來越傾向於選擇整合光學元件、散熱系統和驅動器的承包組件，這些組件採用符合IP65或更高標準的密封外殼。這項優點源自於競標便捷，只需一次招標和一份保固，以及降低電線杆安裝風險。從以金額為準來看，隨著新建設案從一開始就指定使用整合單元，印度戶外LED照明市場照明燈具的市場規模預計將在2031年之前穩步成長。相較之下，燈具產業的複合年成長率預計將達到9.02%，這主要得益於現有電線杆結構完好的改造項目。這些旋入式或插拔式模組使融資有限的市政部門無需進行土木工程即可更換傳統燈頭，通常可降低35-40%的更換成本。

技術融合也在推動燈具產業的發展。小型化的板載晶片（COB）陣列在緊湊的E27標準燈頭中實現了120 lm/W的效率，縮小了與燈具級光學元件的性能差距。可現場更換的LED光源使市政部門只需更換故障模組，而無需更換整個燈殼，從而延長了使用壽命並降低了總體擁有成本（TCO）。品管指令將IS 16103-2標準應用於這兩類產品，對光通量保持率以及防塵防水性能進行了標準化，以支援不同供應商之間的互通性。雖然燈具仍然是大規模智慧燈桿部署的基礎，但燈具維修正在積極支持預算緊張且能源法規日益嚴格的地方城市的發展。

到2025年，街道和道路項目仍將佔據45.88%的銷售額佔有率，這得益於其龐大的資產基礎以及與交通安全法規的直接關聯。隨著智慧城市指南建議實施自適應調光和集中管理系統，路燈正日益成為城市物聯網網路的核心。同時，在印度的戶外LED照明市場，體育設施和體育場館的應用成長最為迅速，預計複合年成長率將達到10.10%。一些具有開創性的建設案例，例如擁有13.2萬個座位的阿馬拉瓦蒂體育館和瓦拉納西安裝的專用三叉戟泛光燈，都表明具備眩光控制功能的高桿照明陣列的售價可以達到道路照明單元平均售價的兩到三倍。

除了知名體育場館外，當地的板球場、市政足球場和學校設施也在進行LED照明昇級，以達到廣播級照明標準並減少賽事期間的維護工作。歷史建築立面和河濱步道的建築照明是另一個正在擴張的細分市場，這主要得益於旅遊業主導的城市美化項目。此外，隨著國道拓寬和地鐵建設的推進，隧道和橋樑照明的訂單預計將保持穩定，這需要符合IP67標準的抗震照明燈具。這些多樣化的應用，綜合起來，凸顯了道路相關合約和高價值專業項目之間均衡的需求模式。

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
  • 政府主導的智慧城市和街道照明國家計劃
  • LED晶片和驅動器成本的降低將降低總擁有成本（TCO）。
  • 公共基礎設施能源效率強制性標準
  • LED組件本地製造獎勵措施（PLI）
  • 基於物聯網的自適應照明在交通和安全分析中的應用
  • 利用能源服務公司（ESCO）拓展地方政府資金籌措模式
• 市場限制因素
  • 地方政府維修的初始資本投資成本高昂
  • 熱帶環境中高溫和塵土造成的劣化
  • 各州的光學和電氣標準各不相同
  • 公共產業公司遲遲未核准智慧電線桿整合方案
• 產業價值鏈分析
• 宏觀經濟因素對市場的影響
• 監理情勢
• 技術展望
• 波特五力分析

第5章 市場規模與成長預測

• 依產品類型
  • 燈
  • 照明燈具/燈具
• 透過使用
  • 街道和道路照明
  • 建築/景觀設計
  • 體育場
  • 隧道和橋樑
  • 停車和交通區域
  • 其他用途
• 按安裝類型
  • 新推出
  • 維修工程
• 透過分銷管道
  • 直銷
  • 批發的
  • 零售
  • 電子商務

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
  • Signify NV
  • Bajaj Electricals Limited
  • Havells India Limited
  • Crompton Greaves Consumer Electricals Limited
  • Wipro Enterprises Private Limited
  • Syska LED Lights Private Limited
  • Surya Roshni Limited
  • Osram Licht AG
  • Panasonic Holdings Corporation
  • Eaton Corporation plc
  • Acuity Brands, Inc.
  • Cree, Inc.（Wolfspeed, Inc.）
  • Eveready Industries India Limited
  • Orient Electric Limited
  • LEDVANCE GmbH
  • K-Lite Industries
  • HPL Electric and Power Limited
  • Delta Electronics, Inc.
  • Philips Lighting Electronics（India）Ltd.
  • GE Current, a Daintree company

第7章 市場機會與未來展望

According to Mordor Intelligence, the india outdoor LED lighting market size was valued at USD 11.56 billion in 2025 and estimated to grow from USD 12.49 billion in 2026 to reach USD 18.47 billion by 2031, at a CAGR of 8.12% during the forecast period (2026-2031).

This report is Segmented by Product Type (Lamps, and Luminaires/Fixtures), Application (Street and Roadway Lighting, Architectural and Landscape, and More), Installation Type (New Installation, and Retrofit Installation), Distribution Channel (Direct Sales, Wholesale, Retail, and E-Commerce). The Market Forecasts are Provided in Terms of Value (USD).

India Outdoor LED Lighting Market Trends and Insights

Government-Led Smart Cities and Streetlight National Programme

The central government's Revamped Distribution Sector Scheme has earmarked INR 3,037.58 billion (USD 34.22) billion over five years, with LED streetlighting positioned as a cornerstone of every city-level proposal. Energy Efficiency Services Limited (EESL) aggregates municipal demand, enabling bulk procurement discounts of 15-25% compared to standalone tenders. Meanwhile, standardized Bureau of Energy Efficiency (BEE) guidelines streamline the technical evaluation process. Early deployments in Pune, Surat, and Varanasi demonstrated immediate energy savings of 40-50%, catalyzing replication in peer cities. As more municipalities witness verified bill reductions and reduced maintenance truck-rolls, LED conversion becomes an operational imperative rather than a discretionary upgrade. The program's built-in measurement and verification protocols further build lender confidence, unlocking concessional finance from public-sector banks.

Falling LED Chip and Driver Costs Reduce TCO

Semiconductor process improvements and domestic driver assembly have driven down average packaged LED prices by nearly 14% between 2023 and 2025, while driver costs fell 11% over the same period. Because chips and drivers jointly account for nearly two-thirds of a streetlight's bill of materials, these declines materially lower capex per pole. Lifecycle economics improve even further when longer service lives, often exceeding 80,000 hours, and higher luminous efficacies trim maintenance dispatches and electricity bills. Consequently, municipalities replacing 130 W sodium lamps with 70 W LED equivalents achieve 46% electricity cost savings and 32% annual savings per fixture, reducing payback periods to under 18 months. Price erosion is likely to persist as domestic fabs scale under PLI subsidies.

High Up-Front Retrofit Capex for Municipalities

Full-scale citywide LED retrofits can exceed 200% of an average municipality's annual lighting budget for lighting in India, creating an immediate financial hurdle despite the attractive lifecycle benefits. EESL's super-ESCO model offers performance-based contracts funded through energy savings, yet many smaller cities hesitate to sign 7-10 year commitments amid concerns about offtake guarantees and long-term liability. The central government's Payment Security Mechanism, recently trialed in e-bus procurement, introduces escrow guarantees that could ease vendor concerns but remains in nascent stages for lighting.

Other drivers and restraints analyzed in the detailed report include:

1. Mandatory Energy-Efficiency Codes for Public Infrastructure
2. Local Manufacturing Incentives (PLI) for LED Components
3. Thermal and Dust-Induced Degradation in Tropical Conditions

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

Segment Analysis

Luminaires and fixtures secured 72.86% of 2025 revenue, reflecting municipal preference for turnkey assemblies that combine optical, thermal, and driver elements in sealed housings compliant with IP 65 or higher. This dominance stems from procurement simplicity, with one tender and one warranty, and reduced integration risk at the pole. In value terms, the India outdoor LED lighting market size for luminaires is forecast to widen steadily through 2031 as greenfield builds specify integrated units from the outset. Lamps, by contrast, recorded the quickest 9.02% CAGR outlook, due mainly to retrofit programs where existing poles remain structurally sound. These screw-in or plug-in modules enable cash-strapped municipalities to convert legacy heads without civil works, often reducing replacement costs by 35-40%.

Technological convergence also boosts the lamp category. Miniaturized chip-on-board arrays now deliver 120 lm/W efficacy in compact E27 formats, narrowing performance gaps with fixture-grade optics. Field-replaceable LED engines extend service life because municipalities can swap failed modules rather than entire housings, lowering the total cost of ownership. BIS Quality Control Orders enforce IS 16103-2 across both categories, standardizing lumen maintenance and ingress protection benchmarks that underpin multi-vendor interoperability. While luminaires will continue to anchor large-scale smart-pole deployments, lamp retrofits keep growth brisk in secondary cities where budgets remain tight yet energy codes are tightening.

Street and roadway projects maintained a 45.88% revenue share in 2025, thanks to their substantial asset base and direct alignment with traffic safety mandates. Smart Cities guidance encourages the incorporation of adaptive dimming and central management systems, positioning streetlights as the backbone for urban IoT meshes. The India outdoor LED lighting market share of sports and stadium applications, however, is climbing fastest, supported by a 10.10% CAGR prospect. Landmark builds, such as the 132,000-seat Amaravati arena and specialized trident floodlights deployed in Varanasi, illustrate how high-mast, glare-controlled arrays push average selling prices 2-3 times above those of roadway units.

Beyond marquee stadiums, regional cricket grounds, municipal soccer fields, and school complexes are upgrading to LED to satisfy broadcast-quality lux levels and reduce maintenance during tournament schedules. Architectural lighting for heritage facades and riverfront promenades is another niche expanding on the back of tourism-driven beautification schemes. Tunnel and bridge lighting garners steady orders as national highway widening and metro construction progress, requiring vibration-resistant, IP 67-rated luminaires. Taken together, these diverse application clusters reinforce a demand pattern that balances high-volume roadway contracts with premium-priced specialty jobs.

Complete Report Scope:

• By Product Type
  • Lamps
  • Luminaires / Fixtures
• By Application
  • Street and Roadway Lighting
  • Architectural and Landscape
  • Sports and Stadium
  • Tunnel and Bridge
  • Parking and Transit Areas
  • Other Applications
• By Installation Type
  • New Installation
  • Retrofit Installation
• By Distribution Channel
  • Direct Sales
  • Wholesale
  • Retail
  • E-commerce

List of Companies Covered in this Report:

1. Signify N.V.
2. Bajaj Electricals Limited
3. Havells India Limited
4. Crompton Greaves Consumer Electricals Limited
5. Wipro Enterprises Private Limited
6. Syska LED Lights Private Limited
7. Surya Roshni Limited
8. Osram Licht AG
9. Panasonic Holdings Corporation
10. Eaton Corporation plc
11. Acuity Brands, Inc.
12. Cree, Inc. (Wolfspeed, Inc.)
13. Eveready Industries India Limited
14. Orient Electric Limited
15. LEDVANCE GmbH
16. K-Lite Industries
17. HPL Electric and Power Limited
18. Delta Electronics, Inc.
19. Philips Lighting Electronics (India) Ltd.
20. GE Current, a Daintree company

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 Government-led Smart Cities and Street-Light National Programme
  • 4.2.2 Falling LED Chip and Driver Costs Reducing TCO
  • 4.2.3 Mandatory Energy-Efficiency Codes for Public Infrastructure
  • 4.2.4 Local Manufacturing Incentives (PLI) for LED Components
  • 4.2.5 IoT-Enabled Adaptive Lighting for Traffic and Safety Analytics
  • 4.2.6 ESCO-Based Municipal Financing Models Expanding
• 4.3 Market Restraints
  • 4.3.1 High Up-front Retrofit Capex for Municipalities
  • 4.3.2 Thermal and Dust-Induced Degradation in Tropical Conditions
  • 4.3.3 Fragmented Optical and Electrical Standards across States
  • 4.3.4 Delays in Utility Approvals for Smart-Pole Integration
• 4.4 Industry Value Chain Analysis
• 4.5 Impact of Macroeconomic Factors on The Market
• 4.6 Regulatory Landscape
• 4.7 Technological Outlook
• 4.8 Porter's Five Forces Analysis
  • 4.8.1 Threat of New Entrants
  • 4.8.2 Bargaining Power of Buyers
  • 4.8.3 Bargaining Power of Suppliers
  • 4.8.4 Threat of Substitutes
  • 4.8.5 Intensity of Competitive Rivalry

5 MARKET SIZE AND GROWTH FORECASTS (VALUE)

• 5.1 By Product Type
  • 5.1.1 Lamps
  • 5.1.2 Luminaires / Fixtures
• 5.2 By Application
  • 5.2.1 Street and Roadway Lighting
  • 5.2.2 Architectural and Landscape
  • 5.2.3 Sports and Stadium
  • 5.2.4 Tunnel and Bridge
  • 5.2.5 Parking and Transit Areas
  • 5.2.6 Other Applications
• 5.3 By Installation Type
  • 5.3.1 New Installation
  • 5.3.2 Retrofit Installation
• 5.4 By Distribution Channel
  • 5.4.1 Direct Sales
  • 5.4.2 Wholesale
  • 5.4.3 Retail
  • 5.4.4 E-commerce

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 for key companies, Products and Services, and Recent Developments)
  • 6.4.1 Signify N.V.
  • 6.4.2 Bajaj Electricals Limited
  • 6.4.3 Havells India Limited
  • 6.4.4 Crompton Greaves Consumer Electricals Limited
  • 6.4.5 Wipro Enterprises Private Limited
  • 6.4.6 Syska LED Lights Private Limited
  • 6.4.7 Surya Roshni Limited
  • 6.4.8 Osram Licht AG
  • 6.4.9 Panasonic Holdings Corporation
  • 6.4.10 Eaton Corporation plc
  • 6.4.11 Acuity Brands, Inc.
  • 6.4.12 Cree, Inc. (Wolfspeed, Inc.)
  • 6.4.13 Eveready Industries India Limited
  • 6.4.14 Orient Electric Limited
  • 6.4.15 LEDVANCE GmbH
  • 6.4.16 K-Lite Industries
  • 6.4.17 HPL Electric and Power Limited
  • 6.4.18 Delta Electronics, Inc.
  • 6.4.19 Philips Lighting Electronics (India) Ltd.
  • 6.4.20 GE Current, a Daintree company

7 MARKET OPPORTUNITIES AND FUTURE OUTLOOK

• 7.1 White-Space and Unmet-Need Assessment