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市場調查報告書
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2116053

美國和歐洲LED照明:市場佔有率分析、行業趨勢和統計數據以及成長預測(2026-2031年)

United States And Europe LED Lighting - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2026 - 2031)

出版日期: | 出版商: Mordor Intelligence | 英文 120 Pages | 商品交期: 2-3個工作天內

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簡介目錄

據 Mordor Intelligence 稱,美國和歐洲 LED 照明市場預計到 2026 年價值 216 億美元,高於 2025 年的 205.5 億美元,預計到 2031 年將達到 276.8 億美元。

預計 2026 年至 2031 年的複合年成長率為 5.12%。

美國和歐洲LED照明市場-IMG1

本報告按應用領域(商業辦公室、零售、酒店、工業)、產品類型(燈具、照明設備)、安裝類型(維修、新建)、連接方式(傳統/獨立式、連網/智慧)、分銷管道(直銷、批發/零售、電子商務)和地區進行細分。市場預測以美元(USD)為單位。

美國和歐洲LED照明市場的趨勢和洞察

歐盟逐步淘汰 T5/T8螢光管,加速了商業設施的維修。

歐盟於2023年8月開始禁止使用含汞的T5和T8螢光燈管,此舉立即引發了替換需求的激增。設施管理人員意識到,透過LED維修,他們可以將照明能耗降低80%,並在三個月內收回投資。預計到2025年,隨著最後一項豁免到期,需求將進一步增強。先前已提前停止螢光生產的製造商正在將產能轉向LED照明燈具。英國推出類似法規,將此機會擴展到了歐盟以外,進一步提升了LED照明維修的獲利能力。

美國能源局能源部 (DOE) 的 120 lm/W 法規正在加速住宅領域的採用。

隨著住宅效率標準從45 lm/W提高到120 lm/W(預計到2028年7月生效),LED燈與緊湊型螢光的競爭將不復存在,從而確保LED燈的穩定成長。預計消費者每年可節省16億美元,而公用事業公司也正在擴大補貼計劃,以加速LED燈的合規進程。然而,具有色溫調節和高顯色指數(CRI)的產品仍需要在能源效率和性能之間做出權衡,這些設計挑戰正在推動LED照明市場的創新。

LED晶片供應鏈的波動導致OEM廠商的前置作業時間延長。

半導體供應瓶頸導致專用LED驅動器的交貨週期從12週延長至24週,迫使製造商增加庫存,利潤空間受到擠壓。中國對鎵和鍺的出口限制加劇了價格壓力,而美國半導體產業預計將出現6.7萬名工程師的缺口,這可能導致產能擴張。

細分市場分析

到2025年,危險區域的照明安裝僅佔LED照明市場的一小部分,但預計將以8.92%的複合年成長率成長,超過所有其他應用類別。防爆照明燈具在化工廠、煉油廠、穀倉和其他設施中越來越普遍,因為單一照明燈具的故障可能導致災難性的運作。 ATEX和UL844等認證要求進一步增強了現有供應商的競爭優勢,並支撐了更高的價格。

商業辦公室仍以27.70%的市佔率佔據主導地位,這主要得益於企業永續發展計畫對節能維修的需求,以及對快速投資回報的迫切需求。零售商正轉向可調光白光LED燈,以提升產品吸引力並降低冷氣負載。飯店和住宿設施的維修進展相對緩慢,因為歷史建築的佈線工程可能會增加專案成本,但業主擴大採用不會破壞歷史風貌的燈絲型LED燈。醫院和學校正在實施生理時鐘感知照明系統,而人體感應器則進一步降低了營運成本。工業物流中心正在高棚LED燈陣列上疊加Li-Fi連接技術,以支援資產追蹤。綜上所述,這些應用案例凸顯了LED照明市場的成熟度,同時也顯示在安全和自動化交叉領域,市場正保持兩位數的成長。

到2025年,整合式照明燈具將佔總銷售額的67.10%,這反映出消費者越來越傾向於選擇整合式光學元件、驅動器和感測器的密封式成品照明燈具。受倉庫自動化推動,高棚燈和低棚燈是成長最快的細分市場,複合年成長率達8.05%,凸顯了電子商務如何改變照明需求。燈具類別在快速維修中仍然扮演著至關重要的角色,但正面臨商品化帶來的壓力,利潤空間受到擠壓。由於槽型燈和下照燈無需佈線即可安裝在現有開口中,從而節省高達40%的人事費用,因此它們正逐漸成為天花板維修的主流選擇。

路燈和區域照明的需求正轉向能夠自動在夜間調暗的自適應照明燈具,從而延長使用壽命並符合暗夜保護法規。製造商擴大將無線驅動器、亮度資料檔案和性能驗證應用程式打包提供,進一步推動LED照明市場從組件銷售轉向解決方案的經營模式。先進的光學設計實現了均勻的垂直照明,這對於自動化揀選機器人至關重要。此外,改良的溫度控管技術已將額定壽命延長至70,000小時以上。隨著買家將生命週期價值置於初始成本之上,以照明燈具為中心的策略進一步鞏固了整合品牌在LED照明市場的領先地位。

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
    • 歐盟逐步淘汰 T5/T8螢光管,加速了商業設施的照明維修。
    • 美國能源部 45 lm/W 的能源效率標準正在推動住宅LED 照明的普及。
    • 企業淨零排放承諾正在推動大規模的辦公照明昇級。
    • 德國、英國和加拿大的電費急劇上漲,縮短了投資回收期。
    • 歐盟綠色政府採購義務,適用於市政路燈照明
    • 在智慧建築維修中引入支援PoE和藍牙Mesh網路的LED
  • 市場限制因素
    • LED晶片供應鏈的波動導致OEM廠商的前置作業時間延長。
    • 歷史住宿設施佈線工程高成本
    • 針對眩光和藍光的更嚴格規定導致戶外項目延期。
    • 雷射和螢光高棚照明燈具的出現
  • 產業生態系分析
  • 技術概述
  • 波特五力分析

第5章 市場規模與成長預測

  • 透過使用
    • 商業辦公
    • 零售
    • 飯店業
    • 產業
      • 倉庫和工廠
      • 危險區域
      • 其他工業用途
    • 其他用途
  • 依產品類型
      • 燈泡
      • 管子
      • 其他燈具
    • 照明設備
      • 下照燈
      • 槽形燈/面板燈
      • 高棚/低棚
      • 路燈和區域照明
  • 按安裝類型
    • 改裝
    • 新推出
  • 連結性別
    • 傳統/獨立式
    • 互聯/智慧
  • 透過分銷管道
    • 直銷
    • 批發/零售
    • 電子商務
  • 按最終用戶行業分類
    • 商業的
    • 產業
    • 住宅
    • 公共照明和街道照明
    • 園藝
  • 按地區
    • 北美洲
      • 美國
      • 加拿大
      • 墨西哥
    • 歐洲
      • 英國
      • 德國
      • 法國
      • 西班牙
      • 義大利
      • 北歐的
      • 比荷盧經濟聯盟
      • 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
    • Signify Holding(Philips Lighting)
    • OSRAM GmbH
    • Acuity Brands Inc.
    • Eaton Corporation(Cooper Lighting)
    • LEDVANCE GmbH(MLS Co Ltd)
    • Current Lighting Solutions, LLC.
    • Cree Inc.
    • Nichia Corporation
    • Sharp Corporation
    • Dialight PLC
    • Zumtobel Group AG
    • Hubbell Incorporated
    • Panasonic Corporation
    • US LED Ltd.
    • Legrand SA
    • Feilo Sylvania(Shanghai Yaming)
    • Lutron Electronics Co.
    • Trilux GmbH and Co. KG
    • Fagerhult AB
    • Heliospectra AB

第7章 市場機會與未來展望

簡介目錄
Product Code: 71751

According to Mordor Intelligence, the United States and Europe LED lighting market size in 2026 is estimated at USD 21.6 billion, growing from 2025 value of USD 20.55 billion with 2031 projections showing USD 27.68 billion, growing at 5.12% CAGR over 2026-2031.

United States And Europe LED Lighting - Market - IMG1

This report is Segmented by Application (Commercial Offices, Retail, Hospitality, and Industrial), Product Type (Lamps, and Luminaires), Installation Type (Retrofit, and New), Connectivity (Conventional/Standalone, and Connected/Smart), Distribution Channel (Direct Sales, Wholesale/Retail, and E-Commerce), and Geography. The Market Forecasts are Provided in Terms of Value (USD).

United States And Europe LED Lighting Market Trends and Insights

EU phase-out of fluorescent T5/T8 tubes accelerating commercial retrofits

The August 2023 EU ban on mercury-based T5 and T8 tubes produced an immediate replacement surge, as facility managers discovered that LED retrofits lower lighting energy use by 80% and pay back in three months. Demand strengthens into 2025 when the last exemptions expire, prompting manufacturers that pre-emptively ceased fluorescent production to channel capacity toward LED luminaires. Parallel UK restrictions extend the opportunity beyond EU borders, magnifying the LED lighting market's retrofit revenues.

United States DOE 120 lm/W rule catalyzing residential adoption

Finalized efficacy standards that raise the residential baseline from 45 lm/W to 120 lm/W by July 2028 erase compact fluorescent competition and guarantee a protected runway for LEDs. Annual consumer savings are projected at USD 1.6 billion, while utilities amplify rebates to accelerate compliance. Color-tunable and high-CRI products still face efficiency-performance trade-offs, creating design challenges that spur innovation in the LED lighting market.

LED chip supply-chain volatility extending OEM lead times

Semiconductor bottlenecks pushed delivery windows for specialty LED drivers from 12 weeks to as many as 24 weeks, forcing manufacturers to carry higher inventories and eroding margins. China's export restrictions on gallium and germanium intensified price pressure, while the forecast 67,000-engineer shortfall in the US semiconductor workforce threatens capacity expansions.

Other drivers and restraints analyzed in the detailed report include:

  1. Corporate net-zero commitments driving large-scale office relamping
  2. Electricity tariff surges shortening payback periods
  3. Stricter glare and blue-light ordinances delaying outdoor projects

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

Segment Analysis

Hazardous-area installations captured only a modest slice of the LED lighting market in 2025 yet are expected to post a 8.92% CAGR, outpacing every other application category. Explosion-proof luminaires are gaining traction in chemical plants, oil refineries and grain silos, where a single fixture failure can trigger catastrophic downtime. Certification requirements such as ATEX and UL844 widen the moat for established suppliers, supporting premium pricing.

Commercial offices remain the volume leader at 27.70% LED lighting market share, buoyed by corporate sustainability programs that demand fast-payback energy retrofits. Retailers continue to shift toward tunable-white LEDs that enhance merchandise appeal and cut refrigeration loads. Hospitality conversions progress more slowly because rewiring historic buildings can inflate project costs, yet owners increasingly specify filament-style LED lamps that preserve heritage aesthetics. Hospitals and schools are adopting circadian-supportive lighting, with occupancy sensors further trimming operational expenses. Industrial logistics hubs are layering Li-Fi connectivity atop high-bay LED arrays to support asset tracking. Taken together, the application mix underscores the maturity of the LED lighting market while highlighting pockets of double-digit growth where safety and automation intersect.

Integrated luminaires accounted for 67.10% of 2025 revenues, reflecting buyers' preference for complete fixtures that merge optics, drivers and sensors into sealed systems. High-bay and low-bay models, driven by warehouse automation, represent the fastest-growing sub-segment with an 8.05% CAGR, underscoring how e-commerce reshapes lighting demand. The lamp category, although still significant for quick retrofits, faces commoditization pressures that squeeze margins. Troffers and downlights dominate ceiling-grid renovations because they drop into existing openings without rewiring, cutting labor costs by as much as 40%.

Street and area lighting demand is moving toward adaptive luminaires that dim automatically after midnight, extending service life and meeting dark-sky bylaws. Manufacturers increasingly bundle wireless drivers, photometric files and commissioning apps, pushing the LED lighting market further from component sales toward solution-oriented business models. Advanced optic designs now enable uniform vertical illuminance critical for automated picking robots, while upgraded thermal management extends rated life beyond 70,000 hours. As buyers prioritize lifecycle value over initial cost, luminaire-centric strategies reinforce leadership positions for integrated brands within the LED lighting market.

Complete Report Scope:

  • By Application
    • Commercial Offices
    • Retail
    • Hospitality
    • Industrial
      • Warehouses and Factories
      • Hazardous Zones
      • Other Industrial Applications
    • Other Applications
  • By Product Type
    • Lamps
      • Bulbs
      • Tubes
      • Other Lamps
    • Luminaires
      • Downlights
      • Troffers/Panel Lights
      • High-bay/Low-bay
      • Street and Area Lights
  • By Installation Type
    • Retrofit
    • New Installation
  • By Connectivity
    • Conventional/Standalone
    • Connected/Smart
  • By Distribution Channel
    • Direct Sales
    • Wholesale/Retail
    • E-Commerce
  • By End-user Industry
    • Commercial
    • Industrial
    • Residential
    • Public and Street Lighting
    • Horticulture
  • By Geography
    • North America
      • United States
      • Canada
      • Mexico
    • Europe
      • United Kingdom
      • Germany
      • France
      • Spain
      • Italy
      • Nordics
      • Benelux
      • Rest of Europe

List of Companies Covered in this Report:

  1. Signify Holding (Philips Lighting)
  2. OSRAM GmbH
  3. Acuity Brands Inc.
  4. Eaton Corporation (Cooper Lighting)
  5. LEDVANCE GmbH (MLS Co Ltd)
  6. Current Lighting Solutions, LLC.
  7. Cree Inc.
  8. Nichia Corporation
  9. Sharp Corporation
  10. Dialight PLC
  11. Zumtobel Group AG
  12. Hubbell Incorporated
  13. Panasonic Corporation
  14. US LED Ltd.
  15. Legrand S.A.
  16. Feilo Sylvania (Shanghai Yaming)
  17. Lutron Electronics Co.
  18. Trilux GmbH and Co. KG
  19. Fagerhult AB
  20. Heliospectra AB

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 EU Phase-out of Fluorescent T5/T8 Tubes Accelerating Commercial Retrofits
    • 4.2.2 United States DOE 45 lm/W Rule Catalyzing Residential LED Adoption
    • 4.2.3 Corporate Net-Zero Commitments Driving Large-Scale Office Relamping
    • 4.2.4 Electricity Tariff Surges in DE, UK and CA Shortening Pay-back Period
    • 4.2.5 EU Green Public Procurement Mandates for Municipal Lighting
    • 4.2.6 Adoption of PoE and Bluetooth-Mesh LEDs in Smart-Building Retrofits
  • 4.3 Market Restraints
    • 4.3.1 LED Chip Supply-Chain Volatility Extending OEM Lead-times
    • 4.3.2 High Re-wiring Costs in Historic Hospitality Facilities
    • 4.3.3 Stricter Glare and Blue-Light Ordinances Delaying Outdoor Projects
    • 4.3.4 Emergence of Laser-Phosphor High-Bay Luminaires
  • 4.4 Industry Ecosystem Analysis
  • 4.5 Technology Snapshot
  • 4.6 Porter's Five Forces Analysis
    • 4.6.1 Threat of New Entrants
    • 4.6.2 Bargaining Power of Buyers
    • 4.6.3 Bargaining Power of Suppliers
    • 4.6.4 Threat of Substitutes
    • 4.6.5 Competitive Rivalry

5 MARKET SIZE AND GROWTH FORECASTS (VALUES)

  • 5.1 By Application
    • 5.1.1 Commercial Offices
    • 5.1.2 Retail
    • 5.1.3 Hospitality
    • 5.1.4 Industrial
      • 5.1.4.1 Warehouses and Factories
      • 5.1.4.2 Hazardous Zones
      • 5.1.4.3 Other Industrial Applications
    • 5.1.5 Other Applications
  • 5.2 By Product Type
    • 5.2.1 Lamps
      • 5.2.1.1 Bulbs
      • 5.2.1.2 Tubes
      • 5.2.1.3 Other Lamps
    • 5.2.2 Luminaires
      • 5.2.2.1 Downlights
      • 5.2.2.2 Troffers/Panel Lights
      • 5.2.2.3 High-bay/Low-bay
      • 5.2.2.4 Street and Area Lights
  • 5.3 By Installation Type
    • 5.3.1 Retrofit
    • 5.3.2 New Installation
  • 5.4 By Connectivity
    • 5.4.1 Conventional/Standalone
    • 5.4.2 Connected/Smart
  • 5.5 By Distribution Channel
    • 5.5.1 Direct Sales
    • 5.5.2 Wholesale/Retail
    • 5.5.3 E-Commerce
  • 5.6 By End-user Industry
    • 5.6.1 Commercial
    • 5.6.2 Industrial
    • 5.6.3 Residential
    • 5.6.4 Public and Street Lighting
    • 5.6.5 Horticulture
  • 5.7 By Geography
    • 5.7.1 North America
      • 5.7.1.1 United States
      • 5.7.1.2 Canada
      • 5.7.1.3 Mexico
    • 5.7.2 Europe
      • 5.7.2.1 United Kingdom
      • 5.7.2.2 Germany
      • 5.7.2.3 France
      • 5.7.2.4 Spain
      • 5.7.2.5 Italy
      • 5.7.2.6 Nordics
      • 5.7.2.7 Benelux
      • 5.7.2.8 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 Overview, Market Overview, Core Segments, Financials, Strategic Info, Market Share, Products and Services, Recent Developments)
    • 6.4.1 Signify Holding (Philips Lighting)
    • 6.4.2 OSRAM GmbH
    • 6.4.3 Acuity Brands Inc.
    • 6.4.4 Eaton Corporation (Cooper Lighting)
    • 6.4.5 LEDVANCE GmbH (MLS Co Ltd)
    • 6.4.6 Current Lighting Solutions, LLC.
    • 6.4.7 Cree Inc.
    • 6.4.8 Nichia Corporation
    • 6.4.9 Sharp Corporation
    • 6.4.10 Dialight PLC
    • 6.4.11 Zumtobel Group AG
    • 6.4.12 Hubbell Incorporated
    • 6.4.13 Panasonic Corporation
    • 6.4.14 US LED Ltd.
    • 6.4.15 Legrand S.A.
    • 6.4.16 Feilo Sylvania (Shanghai Yaming)
    • 6.4.17 Lutron Electronics Co.
    • 6.4.18 Trilux GmbH and Co. KG
    • 6.4.19 Fagerhult AB
    • 6.4.20 Heliospectra AB

7 MARKET OPPORTUNITIES AND FUTURE OUTLOOK

  • 7.1 White-space and Unmet-need Assessment