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市場調查報告書
商品編碼
1914714
LED材料市場-全球產業規模、佔有率、趨勢、機會和預測:按基板材料類型、外延材料、應用、通用照明類型、汽車照明類型、地區和競爭格局分類,2021-2031年LED Materials Market - Global Industry Size, Share, Trends, Opportunity, and Forecast Segmented By Substrate Material Type, By Epitaxy Material, By Application, By General Lighting Type,, By Automotive Lighting Type, By Region & Competition, 2021-2031F |
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全球LED材料市場預計將從2025年的192.7億美元成長到2031年的355.2億美元,複合年成長率(CAGR)為10.73%。該市場涵蓋生產發光二極體二極體所需的專用前驅體、化學品和基板(例如碳化矽或藍寶石晶片、氮化鎵外延層、封裝和磷光體)。該行業的成長主要受結構性因素驅動,而非暫時的消費者偏好。具體而言,這些結構性因素包括政府嚴格的能源效率法規,以及汽車、工業和住宅領域以固體照明系統性地取代傳統照明。這些基本需求確保了對高純度半導體材料需求的穩定基礎,並且不受任何消費週期的影響。
| 市場概覽 | |
|---|---|
| 預測期 | 2027-2031 |
| 市場規模:2025年 | 192.7億美元 |
| 市場規模:2031年 | 355.2億美元 |
| 複合年成長率:2026-2031年 | 10.73% |
| 成長最快的細分市場 | 碳化矽 |
| 最大的市場 | 亞太地區 |
然而,該產業面臨許多挑戰,包括原物料價格波動和供應鏈地域集中,這些都可能造成瓶頸並損害生產的穩定性。近期貿易統計數據顯示,滿足全球需求所需的原料數量龐大。根據中國照明工業協會預測,到2024年,中國照明產業出口總額預計將達到561億美元,凸顯了維持國際市場對LED組件的巨大需求和持續成長的需求。
先進顯示器技術對Micro-LED和Mini-LED材料的需求不斷成長,正在推動供應鏈重組。與標準螢幕相比,這些技術單位面積需要更高純度的磷光體和基板。這種向高密度生產的轉變正在推動大規模資本投資,以確保材料供應的穩定。例如,京東方科技集團位於北京、投資290億元人民幣(40億美元)的Mini-LED新工廠於2025年1月進入試運行階段,這顯示加工這些材料需要大規模的基礎設施。此外,整個產業的產能也不斷擴大。根據中國照明工業協會統計,2024年4月,共有21個照明產業新計劃簽約,總固定資產投資超過15億元人民幣,顯示對零件製造所需的原料需求強勁。
同時,電動車中LED照明的快速普及推動了對專用、高可靠性材料的需求,這些材料旨在承受嚴苛的環境條件。隨著製造商向電動平台轉型,照明已成為核心設計元素,環境照明系統和自適應頭燈的應用使得先進的封裝和陶瓷基板對於有效的溫度控管至關重要。這一成長主要得益於每輛車LED數量的增加。歐司朗表示,已獲得約50億歐元的新半導體業務,預計2024會計年度(2025年2月公佈)的合約總價值將達到15億歐元,主要受汽車產業需求的驅動。這些合約凸顯了高品質半導體材料對於確保在安全至關重要的移動環境中持續穩定運作的必要性。
供應鏈的地域集中以及由此導致的原料價格波動,對全球LED材料市場的成長構成重大阻礙。關鍵前驅體和基板的生產集中在特定地區,使得該產業極易受到地緣政治波動和物流中斷的影響。這種依賴性造成了生產瓶頸,並阻礙了供應商維持穩定的產量。因此,製造商面臨不可預測的成本結構和生產延誤,這直接影響了長期合約的履行,並降低了整體市場的可靠性。
此次供應鏈中斷的嚴重性體現在製造組件所需原料供應的波動性。根據SEMI統計,2024年第一季全球矽晶圓出面積年減13.2%。基礎半導體材料供應的萎縮表明,供應鏈的僵化直接限制了生產。這種波動迫使市場參與企業降低營運效率,儘管市場對節能照明解決方案的需求持續存在,但該產業的成長潛力仍受到限制。
微型LED生產中向矽基氮化鎵(GaN-on-Si)晶圓的過渡標誌著突破傳統藍寶石基板可擴展性限制的關鍵結構性轉折點。採用大直徑矽晶圓使製造商能夠顯著降低製程成本和邊緣效應,同時實現與標準CMOS代工廠的無縫整合,這對於大規模生產消費性電子產品至關重要。推動這項變革的正是支持大規模產能轉移的大規模產業投資。例如,根據《第一財經》報道,翡翠鳥顯示(JBD)於2025年10月完成B2輪資金籌措,金額超過10億元人民幣(約1.4億美元),用於擴大其矽整合微型LED顯示技術的產能。
同時,KSF/PFS窄頻紅色磷光體的廣泛應用正在改變LED構裝的光譜特性,使色彩品質與效率損失脫鉤。與傳統的氮化物磷光體不同,KSF材料產生極窄的紅色發射,在不浪費紅外頻譜能量的情況下最佳化顯色指數,從而提高系統整體效率。這項材料創新正在高功率LED領域迅速普及。科銳LED表示,將於2025年3月推出採用此磷光體技術的Pro9系列組件,與標準LED產品相比,在高功率指數為90時,其效率可提高10%。
The Global LED Materials Market is projected to expand from USD 19.27 Billion in 2025 to USD 35.52 Billion by 2031, registering a CAGR of 10.73%. This market comprises the specialized precursors, chemicals, and substrates necessary for producing light-emitting diodes, including silicon carbide or sapphire wafers, gallium nitride epitaxy layers, encapsulants, and phosphors. The growth of this sector is primarily underpinned by structural drivers rather than temporary consumer preferences, specifically rigorous government energy efficiency mandates and the systematic substitution of traditional lighting with solid-state alternatives in automotive, industrial, and residential sectors. These foundational requirements guarantee a steady baseline of demand for high-purity semiconductor materials, independent of discretionary spending cycles.
| Market Overview | |
|---|---|
| Forecast Period | 2027-2031 |
| Market Size 2025 | USD 19.27 Billion |
| Market Size 2031 | USD 35.52 Billion |
| CAGR 2026-2031 | 10.73% |
| Fastest Growing Segment | Silicon Carbide |
| Largest Market | Asia Pacific |
However, the industry contends with significant obstacles regarding raw material price volatility and the geographic centralization of supply chains, factors that can create bottlenecks and disrupt manufacturing stability. The immense scale of material throughput needed to satisfy global requirements is highlighted by recent trade figures. According to the China Association of Lighting Industry, the nation's lighting industry achieved a total export value of $56.1 billion in 2024, emphasizing the massive and ongoing volume of LED components needed to sustain international markets.
Market Driver
The escalating demand for Micro-LED and Mini-LED materials within advanced display sectors is restructuring the supply chain, as these technologies require significantly larger volumes of high-purity phosphors and substrates per unit area compared to standard screens. This transition toward high-density production is driving substantial capital investments to guarantee material availability. For instance, BOE Technology Group entered the commissioning stage of its new 29 billion yuan ($4 billion) Mini-LED production plant in Beijing in January 2025, demonstrating the massive infrastructure needed to process these materials. Furthermore, capacity is expanding industry-wide; the China Association of Lighting Industry noted that in April 2024, twenty-one new lighting industrial projects with aggregate fixed investments surpassing 1.5 billion yuan were signed, indicating strong demand for the raw materials critical to component fabrication.
Simultaneously, the rapid integration of automotive LED lighting in electric vehicles is boosting demand for specialized, highly reliable materials designed to endure severe conditions. As manufacturers shift to electric platforms, lighting has become a central design feature, utilizing ambient systems and adaptive headlights that depend on advanced encapsulants and ceramic substrates for effective thermal management. This growth is propelled by increased LED content per vehicle. According to ams OSRAM, the company secured roughly €5 billion in new semiconductor business lifetime value during the 2024 fiscal year, a figure reported in February 2025 and largely driven by automotive demand. These agreements highlight the essential requirement for premium semiconductor materials that guarantee enduring performance in safety-critical mobility settings.
Market Challenge
The geographic centralization of supply chains and the associated volatility in raw material prices pose a significant hurdle to the growth of the Global LED Materials Market. Because the production of critical precursors and substrates is localized in specific regions, the industry is extremely vulnerable to geopolitical shifts and logistical interruptions. This reliance generates manufacturing bottlenecks that hinder suppliers from maintaining steady output levels. Consequently, manufacturers confront unpredictable cost structures and production delays, which directly impede the fulfillment of long-term agreements and reduce overall market confidence.
The severity of this disruption is evident in the instability of material flows required for component fabrication. According to SEMI, global shipments of silicon wafer area fell by 13.2 percent year-over-year in the first quarter of 2024. This contraction in the availability of fundamental semiconductor materials demonstrates how rigidities in the supply chain directly limit volume throughput. Such fluctuations compel market participants to operate with reduced efficiency, thereby constraining the sector's growth potential despite the persistent underlying demand for energy-efficient lighting solutions.
Market Trends
The transition toward Gallium Nitride-on-Silicon wafers for Micro-LED production marks a pivotal structural shift designed to surmount the scalability constraints associated with conventional sapphire substrates. By employing large-diameter silicon wafers, producers can substantially decrease process costs and edge effects while achieving seamless integration with standard CMOS foundries, which is essential for high-volume consumer electronics. This evolution is being hastened by significant industrial investment to support mass transfer capabilities; for example, according to Yicai Global, Jade Bird Display (JBD) obtained over 1 billion yuan ($140 million) in Series B2 funding in October 2025 expressly to expand its manufacturing capacity for silicon-integrated Micro-LED display technologies.
At the same time, the widespread application of KSF/PFS narrow-band red phosphors is transforming the spectral performance of LED packages by separating color quality from efficiency losses. In contrast to traditional nitride phosphors, KSF materials generate extremely narrow red emissions that optimize color rendering indices without wasting energy in the infrared spectrum, thereby boosting total system efficiency. This material innovation is rapidly gaining traction in the high-power sector; according to Cree LED, the company launched its Pro9 components in March 2025, utilizing this phosphor technology to provide up to 10% greater efficacy at 90 CRI relative to standard LED alternatives.
Report Scope
In this report, the Global LED Materials Market has been segmented into the following categories, in addition to the industry trends which have also been detailed below:
Company Profiles: Detailed analysis of the major companies present in the Global LED Materials Market.
Global LED Materials Market report with the given market data, TechSci Research offers customizations according to a company's specific needs. The following customization options are available for the report: