歐洲中功率LED構裝：市佔率分析、產業趨勢與統計及成長預測（2026-2031年）

據 Mordor Intelligence 稱，歐洲中中功率LED構裝市場預計將從 2026 年的 10.7 億美元成長到 2031 年的 12.6 億美元，2026 年至 2031 年的複合年成長率為 3.36%。

本報告按輸出功率範圍（0.2–0.5 W 和小於 0.5–1 W）、封裝結構（SMD，包括 2835、3014、3030 等，以及 CSP）、應用領域（通用照明、汽車照明、顯示和背光、特殊及利基應用）以及國家/地區（德國、英國、法國、義大利、西班牙和其他歐洲國家）進行細分。市場預測以美元 (USD) 為單位。

歐洲中中功率LED構裝市場趨勢與洞察

歐洲汽車OEM廠商對小型照明設備的需求激增

目前，高階汽車配備了數萬個可獨立控制的LED燈，這些燈必須安裝在越來越薄的光學腔體內。賓士為2026款S-Class轎車配備了由5萬個LED燈組成的「數位照明」系統。該系統將光束射程擴展至605米，同時將功耗降低了50%，證明了精密光學和低功耗可以兼得。首爾半導體公司的WICOP模組與傳統產品相比亮度提升了200%，散熱器重量減輕了75%，並且無需使用可能因振動而失效的焊線即可滿足汽車的負載循環要求。類似的微型化技術也被應用於歐司朗公司推出的透明薄膜尾燈和通訊面板，這使得中功率封裝的需求不再局限於頭燈領域。

公共基礎設施照明設備從螢光到LED照明設備的快速過渡。

由於螢光管因2025年RoHS汞排放指令的實施而不再符合標準，市政當局正在加快更換路燈。根據國際能源總署（IEA）4E SSL配件，以同等規格的LED燈取代T5和T8燈管，已證實可將生命週期內的環境影響降低44%至61%。諾文塔帕多瓦、科爾多瓦和西薩塞克斯等城市在啟用運作後幾個月內就實現了超過50%的節能效果，加上歐盟津貼，投資回收期已縮短至不到五個預算週期。由於相關補貼基金將於2026年到期，採購部門正在集中採購，這導致可整合到現有照明燈具中的SMD 2835和5630型LED燈的需求出現暫時性激增。

氮化鎵銦（GaIn）晶片的供應波動

中國2023年8月實施的出口配額政策導致鎵價格在2025年底前上漲123%，進而推高了外延晶片的成本。歐洲組裝原本毛利率就已達20%左右，如今被迫要麼提高最終產品價格，要麼精簡生產流程。大規模鎵回收循環仍停留在理論階段，供應穩定性對德國和法國的汽車LED供應鏈構成短期戰略風險。

細分市場分析

2025年，功率在0.5瓦至1瓦以下的LED封裝產品將佔據歐洲中中功率LED構裝市場64.58%的佔有率。此功率範圍內的最佳化光通量效率晶片可用於住宅下照燈、商業嵌入式燈具和日間行車燈，並維持3.91%的複合年成長率，優於整體市場表現。 Lumileds的Luxeon CS系列產品光效高達174 lm/W，同時符合歐盟生態設計標準C-E級，確保其在新建築專案中廣泛應用。

隨著智慧型手機背光轉向mini-LED和OLED，0.5瓦以下封裝的LED出貨量正在下降。同時，1-3瓦的LED元件被應用於對光通量保持時間要求較高的高棚照明燈具中。而5瓦以上的小眾市場則受到北歐園藝設施的需求，這些設施獲得了用於垂直農業的公共研發資金。 WICOP的無封裝結構模糊了傳統的功率界限，與傳統模組相比，其亮度提升超過200%，且無需單獨的陶瓷載體。

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
  • 歐洲汽車OEM廠商對小型照明設備的需求激增
  • 公共基礎設施照明設備正迅速從螢光轉向LED照明設備。
  • 歐盟綠色交易下的能源效率義務
  • 智慧路燈網路的發展正在加速。
  • 斯堪的納維亞園藝垂直農場的發展
  • 微光學技術的出現是為了提高中功率封裝的光通量輸出。
• 市場限制因素
  • 氮化銦鎵晶片的供應波動
  • 中國進口商品可能導致價格下跌
  • 緊湊型CSP封裝的溫度控管挑戰
  • 與分立封裝相比，採用整合模組設計的趨勢日益明顯。
• 產業價值鏈分析
• 技術展望
• 監理情勢
• 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

• 輸出範圍
  • 0.2～0.5 W
  • 0.5 至小於 1 瓦
• 所以
  • SMD（表面黏著型元件）
    • 2835
    • 3014
    • 3030
    • 其他（3528、3020、5050 等）
  • CSP（晶片級封裝）
• 透過使用
  • 一般照明
  • 汽車照明
  • 顯示器和背光
  • 專業/小眾
• 國家
  • 德國
  • 英國
  • 法國
  • 義大利
  • 西班牙
  • 其他歐洲國家

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
  • ams OSRAM AG
  • Samsung Electronics Co., Ltd.
  • Nichia Corporation
  • Lumileds Holding BV
  • Seoul Semiconductor Co., Ltd.
  • Cree LED, an SGH Company
  • LG Innotek Co., Ltd.
  • Everlight Electronics Co., Ltd.
  • LITE-ON Technology Corporation
  • NationStar Optoelectronics Co., Ltd.
  • Edison Opto Corporation
  • Kingbright Electronic Co., Ltd.
  • Shenzhen Honglitronic Co., Ltd.
  • Refond Optoelectronics Co., Ltd.
  • MLS Co., Ltd.（Forest Lighting）
  • Lextar Electronics Corporation

第7章 市場機會與未來展望

According to Mordor Intelligence, the Europe mid-power LED package market size is expected to increase from USD 1.07 billion in 2026 to reach USD 1.26 billion by 2031, growing at a CAGR of 3.36% over 2026-2031.

This report is Segmented by Power Range (0. 2-0. 5 W and 0. 5- Less Than 1 W), Package Architecture (SMD Including 2835, 3014, 3030, Others and CSP), Application (General Lighting, Automotive Lighting, Display and Backlighting, and Specialty/Niche), and Country (Germany, United Kingdom, France, Italy, Spain, and Rest of Europe). The Market Forecasts are Provided in Terms of Value (USD).

Europe Mid-Power LED Package Market Trends and Insights

Surge in Miniaturized Lighting Demand from European Automotive OEMs

Premium vehicle platforms now ship with tens of thousands of individually addressable LEDs that must fit inside ever-thinner optical chambers. Mercedes-Benz equipped the 2026 S-Class with a 50,000-unit Digital Light system that extends beam reach to 605 m while cutting energy draw by 50%, proving that precision optics can coexist with lower power budgets. Seoul Semiconductor's WICOP modules supply 200% higher luminance than prior products and shrink heatsink mass by 75%, meeting automotive duty cycles without wire bonds that can fail under vibration. The same miniaturization logic extends to transparent foil rear lamps and communication panels introduced by ams OSRAM, expanding the mid-power package pull beyond core headlamp channels.

Rapid Conversion of Fluorescent Luminaires to LED In Public Infrastructure

Municipalities are fast-tracking street-lighting upgrades because the 2025 RoHS mercury bans make fluorescent tubes non-compliant. The IEA 4E SSL Annex measured lifecycle environmental gains of 44%- 61% when T5 and T8 lamps are replaced with LED equivalents.Cities such as Noventa Padovana, Cordoba, and West Sussex documented 50%-plus electricity savings within months of commissioning, with blended EU grants trimming simple payback to fewer than five budget cycles. As cohesion funds expire in 2026, procurement departments are bunching orders, which feeds a temporary demand spike for SMD 2835 and 5630 formats that slot into legacy fixtures.

Volatility in Indium Gallium Nitride Wafer Supply

China's August 2023 export quotas pushed gallium prices up by 123% by late 2025, lifting epitaxial wafer costs. European assemblers already operate on approximately 20% gross margins, so pricing shock forces either end-product hikes or throughput rationalization. Recycling loops that could recover gallium at scale remain theoretical, making supply security a near-term strategic risk for German and French automotive LED chains.

Other drivers and restraints analyzed in the detailed report include:

1. Energy-Efficiency Mandates Under EU Green Deal
2. Accelerating Build-Out of Smart Street-Lighting Networks
3. Threat of Price Erosion from Chinese Imports

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

Segment Analysis

The 0.5-watt-to-less-than-1-watt slice captured 64.58% of the Europe mid-power LED package market share in 2025. Efficacy-optimized chips in this bracket light residential downlights, commercial troffers, and daytime running lamps, sustaining a 3.91% CAGR that beats the overall market. Lumileds' Luxeon CS series reaches 174 lm/W while staying within the EU Ecodesign C to E bands, securing specification slots in new build projects.

As smartphone backlights migrate to mini-LED and OLED, sub-0.5-watt packages lose volume. At the opposite end, 1- to 3-watt devices serve high-bay fixtures that demand longer lumen maintenance, and the niche above 5 watts attracts buyers in Nordic horticultural setups that have received public R&D funding for vertical farming. WICOP's packageless structure blurs classic wattage markers by pushing automotive modules past 200% prior luminance without separate ceramic carriers.

Complete Report Scope:

• By Power Range
  • 0.2-0.5 W
  • 0.5- Less Than 1 W
• By Package Architecture
  • SMD (Surface Mount Device)
    • 2835
    • 3014
    • 3030
    • Others (3528, 3020, 5050, etc.)
  • CSP (Chip Scale Package)
• By Application
  • General Lighting
  • Automotive Lighting
  • Display and Backlighting
  • Specialty / Niche
• By Country
  • Germany
  • United Kingdom
  • France
  • Italy
  • Spain
  • Rest of Europe

List of Companies Covered in this Report:

1. ams OSRAM AG
2. Samsung Electronics Co., Ltd.
3. Nichia Corporation
4. Lumileds Holding B.V.
5. Seoul Semiconductor Co., Ltd.
6. Cree LED, an SGH Company
7. LG Innotek Co., Ltd.
8. Everlight Electronics Co., Ltd.
9. LITE-ON Technology Corporation
10. NationStar Optoelectronics Co., Ltd.
11. Edison Opto Corporation
12. Kingbright Electronic Co., Ltd.
13. Shenzhen Honglitronic Co., Ltd.
14. Refond Optoelectronics Co., Ltd.
15. MLS Co., Ltd. (Forest Lighting)
16. Lextar Electronics Corporation

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 Surge in Miniaturised Lighting Demand From European Automotive OEMs
  • 4.2.2 Rapid Conversion of Fluorescent Luminaires to LED in Public Infrastructure
  • 4.2.3 Energy-Efficiency Mandates Under EU Green Deal
  • 4.2.4 Accelerating Build-Out of Smart Street-Lighting Networks
  • 4.2.5 Growth of Horticultural Vertical Farms in Northern Europe
  • 4.2.6 Emergence of Micro-Optics to Boost Mid-Power Package Lumen Output
• 4.3 Market Restraints
  • 4.3.1 Volatility in Indium Gallium Nitride Wafer Supply
  • 4.3.2 Threat of Price Erosion From Chinese Imports
  • 4.3.3 Thermal-Management Challenges in Compact CSP Packages
  • 4.3.4 Rising Design-In Preference for Integrated Modules Over Discrete Packages
• 4.4 Industry Value-Chain Analysis
• 4.5 Technological Outlook
• 4.6 Regulatory Landscape
• 4.7 Impact of Macroeconomic Factors on the Market
• 4.8 Porter's Five Forces Analysis
  • 4.8.1 Bargaining Power of Suppliers
  • 4.8.2 Bargaining Power of Buyers
  • 4.8.3 Threat of New Entrants
  • 4.8.4 Threat of Substitutes
  • 4.8.5 Intensity of Competitive Rivalry

5 MARKET SIZE AND GROWTH FORECASTS (VALUE)

• 5.1 By Power Range
  • 5.1.1 0.2-0.5 W
  • 5.1.2 0.5- Less Than 1 W
• 5.2 By Package Architecture
  • 5.2.1 SMD (Surface Mount Device)
    • 5.2.1.1 2835
    • 5.2.1.2 3014
    • 5.2.1.3 3030
    • 5.2.1.4 Others (3528, 3020, 5050, etc.)
  • 5.2.2 CSP (Chip Scale Package)
• 5.3 By Application
  • 5.3.1 General Lighting
  • 5.3.2 Automotive Lighting
  • 5.3.3 Display and Backlighting
  • 5.3.4 Specialty / Niche
• 5.4 By Country
  • 5.4.1 Germany
  • 5.4.2 United Kingdom
  • 5.4.3 France
  • 5.4.4 Italy
  • 5.4.5 Spain
  • 5.4.6 Rest of Europe

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 ams OSRAM AG
  • 6.4.2 Samsung Electronics Co., Ltd.
  • 6.4.3 Nichia Corporation
  • 6.4.4 Lumileds Holding B.V.
  • 6.4.5 Seoul Semiconductor Co., Ltd.
  • 6.4.6 Cree LED, an SGH Company
  • 6.4.7 LG Innotek Co., Ltd.
  • 6.4.8 Everlight Electronics Co., Ltd.
  • 6.4.9 LITE-ON Technology Corporation
  • 6.4.10 NationStar Optoelectronics Co., Ltd.
  • 6.4.11 Edison Opto Corporation
  • 6.4.12 Kingbright Electronic Co., Ltd.
  • 6.4.13 Shenzhen Honglitronic Co., Ltd.
  • 6.4.14 Refond Optoelectronics Co., Ltd.
  • 6.4.15 MLS Co., Ltd. (Forest Lighting)
  • 6.4.16 Lextar Electronics Corporation

7 MARKET OPPORTUNITIES AND FUTURE OUTLOOK

• 7.1 White-Space and Unmet-Need Assessment