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1641966

LED 晶片 -市場佔有率分析、產業趨勢與統計、成長預測（2025-2030 年）

LED Chips - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2025 - 2030)
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

預計 2025 年 LED 晶片市場規模為 311.8 億美元，到 2030 年將達到 547 億美元，預測期內（2025-2030 年）的複合年成長率為 11.9%。

LED 晶片-市場-IMG1

成本、節能照明需求的不斷成長以及其他各種因素正在推動對 LED 晶片的需求。因此，LED晶片市場的許多新興市場都在尋求提供更有效率、更先進、更亮、耗電量更低的產品。

關鍵亮點

  • 汽車產業在公司內部和外部採用 LED 照明方面處於領先地位。歐司朗是一家領先的照明製造商和汽車行業照明製造的先驅，為多家製造商供應照明設備。 3D列印技術的出現幫助供應商減輕了車載模組的重量。不過，此類應用僅限於豪華轎車。
  • 此外，根據 LEDinside 最近的一份報告，Micro LED 技術在亮度和對比度方面的表現優於 OLED，同時具有快速響應時間、低功耗和可靠性，使其成為行動和汽車應用的熱門選擇。最好的選擇。考慮到這些趨勢，供應商正在增加對 Micro LED 生產的投資。例如，LED解決方案供應商友達光電於2023年4月宣布，計劃將其位於台灣的LCD 5A晶圓廠改建為microLED生產線。據該公司稱，新生產線預計將於 2025 年投入運作，並將瞄準穿戴式顯示器、電視和指示牌顯示器以及車載顯示器等應用。
  • 印度政府最近批准了一項在全國範圍內向各類終端用戶推出低成本 LED 的計劃。據印度政府稱，採用 LED 每年將節省超過 33.5 億千瓦時的能源，並避免超過 6,725 兆瓦的尖峰需求。因此，這一趨勢預計將促進該國對 LED 晶片製造的投資。
  • 此外，全球LED晶片成長的另一個主要驅動力是漁業、醫療、海洋、園藝和港口照明等LED利基照明的進步。標誌和訊號擴大使用 LED 晶片。它們可以利用太陽能或電力運行，並可用於控制路口的車輛和行人交通。標誌和號誌燈採用低功耗的 LED 技術。
  • 企業不斷向新產品投入資金，以擴大LED在高階應用領域的使用。 2022年4月，Ams Osram宣布將投資8.5億美元擴建位於馬來西亞居林的LED生產廠。新廠將在8吋晶圓上生產LED晶片和Micro LED晶片。
  • 然而，LED晶片對熱敏感，這會降低其效率和壽命，尤其是在工業單位和製造工廠。
  • 此外，俄羅斯和烏克蘭之間持續的衝突可能會對電子產業產生重大影響。這場衝突已經加劇了半導體和能源供應鏈中的問題，晶片短缺已經影響這些產業。這種中斷可能導致所需原料價格波動和材料短缺。此外，由於中國是 LED 晶片的主要供應國之一，因此預計美國之間的貿易爭端也將影響研究市場的成長。

LED晶片市場趨勢

汽車預計將佔據主要市場佔有率

  • 汽車製造業在全球範圍內蓬勃發展，這也對汽車照明產業產生了積極影響。由於燃料成本降低和有害環境排放減少，電動車產量的增加對汽車照明市場的收益產生了重大影響。隨著救護車和警車越來越依賴照明系統進行訊號傳輸，對高品質汽車照明解決方案的需求也日益成長。此外，政府有關道路安全的規定也促使汽車製造商採用 LED 等更高品質的照明解決方案。
  • 根據中國中央政府的數據，到2025年中國汽車產量預計將達到3,500萬輛。隨著汽車產量的增加，對LED晶片的需求也預計將增加，這反過來有望對研究市場的成長產生正面影響。
  • 同樣，全球汽車產量的成長將推動對汽車 LED 晶片的需求。例如，根據OICA的數據，2023年全球汽車產量將達到約9,400萬輛。這一數字與前一年同期比較成長了約6%。
  • 考慮到不斷成長的需求，供應商正在提出創新的解決方案。例如，2024年5月，達科電子（Daktronics）推出了最新的覆晶COB（Chip On Board）LED顯示技術。達科電子窄像素間距 (NPP) 產品系列的最新成員，像素間距窄至 0.9 毫米，提高了耐用性、可靠性並降低了功耗。這些進步旨在改善客戶體驗。預計這些發展將進一步推動研究市場的成長。
  • LED燈通常只消耗白熾燈十分之一的電力。因此，歐盟已正式認定 LED 頭燈為節能產品。這就是歐司朗等公司為汽車產業提供各種 LED 的原因。例如，奧迪在新款奧迪 A8 車型的頭燈中使用了歐司朗 LED。對於通用照明，歐司朗供應幾乎所有 0.1W 至 5W 的 SMD LED，包括 3030、5050、5630 和 2835 等所有封裝尺寸。

預計亞太地區將實現最高成長

  • 亞太地區對家用電子電器和汽車的需求很高，由於技術創新的快速發展，這些設備和汽車也變得越來越複雜。因此，預計高功率和中功率LED 的需求將會成長。由於可支配收入的增加、都市化的快速發展以及消費習慣的改變，該地區已成為最大的家用電子電器市場，也是 LED 晶片的主要採用地區之一。例如，根據 IBEF 的數據，印度家用電子電器產業上年度的價值為 98.4 億美元，預計到 2025 年將成長一倍以上，達到 1.48 兆印度盧比（211.8 億美元）。
  • 此外，印度政府正在積極推出舉措，進一步推動照明和能源效率的轉型。例如，EESL 計劃到 2024 年在印度農村地區街道照明國家計劃 (SLNP) 下吸引總計 800 億印度盧比（10.9 億美元）的投資。該公司計劃安裝和維修約3000萬盞LED路燈。預計此類投資將進一步推動市場成長。
  • 同樣，2022 年 11 月，浦那市政公司 (PMC) 宣布計劃投資約 2 億印度盧比（242 萬美元）更換約 27,500 個舊的公共照明燈具。各地區和國家政府的此類措施預計將推動LED照明解決方案的採用，為研究市場的成長創造良好的前景。
  • LED照明解決方案的採用正在增加，但最近美國之間的貿易爭端正在阻礙中國LED晶片製造業的發展。例如，2023年1月，荷蘭、日本等國加入美國行列，限制華半導體製造設備出口。不過，最近的事態發展已經使得一些中國晶片製造商在發展晶片製造能力方面取得了積極進展。預計這將對預測期內中國研究市場的成長產生正面影響。

LED晶片產業概況

LED晶片市場競爭適中，有幾家大型企業。就市場佔有率而言，只有少數大型企業佔有重要地位。製造商專注於產品差異化以獲得競爭優勢。此外，製造商正試圖透過強調其產品的卓越品質來增加銷售量。主要市場參與企業包括 OSRAM Opto Semiconductors GmbH、Nichia Corporation 和 Lumileds Holding BV。

2023 年 7 月，高亮度藍光和白光 LED 領先製造商日亞化學推出了 E11A（1.1mmX1.1mm）紅色、亮紅色和綠色，擴展了其可直接安裝晶片的高通量密度解決方案產品組合。該公司希望，擴展的色彩組合將為照明燈具設計提供更大的靈活性，並擴大應用範圍。

2023年7月，指示器的重點照明，以及儀錶群的功能和狀態指示器。

其他福利

  • Excel 格式的市場預測 (ME) 表
  • 3 個月的分析師支持

目錄

第 1 章 簡介

  • 研究假設和市場定義
  • 研究範圍

第2章調查方法

第3章執行摘要

第4章 市場洞察

  • 市場概況
  • 產業吸引力-波特五力分析
    • 供應商的議價能力
    • 買家的議價能力
    • 新進入者的威脅
    • 替代品的威脅
    • 競爭對手之間的競爭
  • 產業價值鏈分析
  • 評估宏觀經濟趨勢對市場的影響

第5章 市場動態

  • 市場促進因素
    • 設備背光應用推動LED晶片市場
    • 研發投資和政府舉措
    • LED 晶片功率效率
  • 市場問題
    • OLED 在家用電子電器產品的應用日益廣泛

第6章 市場細分

  • 按應用
    • 背光
    • 照明
    • 車
    • 標誌和訊號
    • 其他
  • 按地區
    • 北美洲
    • 歐洲
    • 亞洲
    • 澳洲和紐西蘭
    • 拉丁美洲
    • 中東和非洲

第7章 競爭格局

  • 公司簡介
    • OSRAM Opto Semiconductors GmbH
    • Nichia Corporation
    • Lumileds Holding BV
    • Epistar Corporation
    • SemiLEDS
    • Bridgelux Inc.
    • TOYODA GOSEI Co.
    • Seoul Viosys Co. Ltd
    • Samsung Electronics. Co. Ltd
    • Cree Inc.
    • Formosa Epitaxy

第8章投資分析

第9章：市場的未來

簡介目錄
Product Code: 63692

The LED Chips Market size is estimated at USD 31.18 billion in 2025, and is expected to reach USD 54.70 billion by 2030, at a CAGR of 11.9% during the forecast period (2025-2030).

LED Chips - Market - IMG1

The increasing demand for cost, energy-efficient lighting, and various other factors drive up demand for LED chips. As a result, most developments in the LED chip market aim to provide more efficient and advanced products that offer more brightness and consume less power.

Key Highlights

  • The automotive enterprise is at the forefront of LED lighting adoption, both internally and externally. OSRAM, a leading lighting manufacturer and pioneer in producing lighting for the automotive industry has supplied lighting equipment to several manufacturers. The ability to 3D print resulted in a lightweight module for automotive applications, aiding vendors. However, such applications have been limited to high-end vehicles.
  • Moreover, a recent report published by LEDinside stated that Micro LED technology offers excellent performance in brightness and contrast that surpasses OLED and has a fast response time, low power consumption, and reliability, making it a perfect option for mobile and automotive applications. Considering such trends, vendors are increasing their investment in Micro LED production. For instance, in April 2023, AUO, a provider of LED solutions, announced its plans to convert its LCD 5A fab in Taiwan into a microLED production line. According to the company, the new production line is anticipated to go live by 2025 and will target applications such as wearable displays, TVs & signage displays, and automotive displays.
  • The Government of India recently supported a plan to deploy low-cost LEDs nationwide among various end users. According to the Indian government, LED adoption drives annual energy savings of over 3,350 million kWh, avoiding over 6,725 MW of peak demand. Hence, such trends are anticipated to drive investment in LED chip manufacturing in the country.
  • Furthermore, the other primary driver behind global LED chip growth is the advancement of LED niche lighting in fishing, healthcare, marine, horticulture, and harbor lighting. For signs and signals, LED chips are increasingly being used. These can operate on solar power or electricity and can be used to control both vehicle and pedestrian traffic at intersections. The Signs and Signal lights use LED technology with shallow power consumption values.
  • Companies keep putting money into new products to increase the number of ways LEDs can be used in high-end applications. In April 2022, Ams Osram announced a USD 850 million investment to expand its LED production plant in Kulim, Malaysia. The new fab will produce LED chips and microLED chips on 8-inch wafers.
  • However, a higher heat sensitivity of LED chips, which reduces their efficiency and life span, especially in industrial units and manufacturing plants, remains among the major challenging factors for the studied market's growth.
  • Further, the ongoing conflict between Russia and Ukraine will significantly impact the electronics industry. The conflict has already exacerbated the semiconductor and energy supply chain issues and the chip shortage that have affected the industry for some time. The disruption may result in volatile pricing for necessary raw materials, resulting in material shortages. Furthermore, the US-China trade dispute is also anticipated to influence the studied market's growth as China is among the leading suppliers of LED chips.

LED Chips Market Trends

Automotive is Expected to Hold Major Market Share

  • Vehicle manufacturing is on the rise around the world, which has a positive impact on the automotive lighting industry. The increasing production of electric automobiles heavily influences the automotive lighting market's revenue due to lower fuel costs and less harmful environmental emissions. As ambulances and police cars increasingly rely on lighting systems for signaling purposes, the demand for quality vehicle lighting solutions has increased. Furthermore, government regulations pertaining to road safety also encourage automobile manufacturers to adopt quality lighting solutions such as LEDs.
  • According to the central government of China, by 2025, the country's automobile production is anticipated to reach 35 million units. With the growth in automobile production, the need for LED chips is expected to increase, which in turn is anticipated to impact the studied market's growth positively.
  • Similarly, increasing global automotive production drives the demand for automotive LED chips. For instance, according to OICA, in 2023, some 94million motor vehicles were produced worldwide. This figure translates into an expansion of around 6 percent compared with the previous year.
  • Considering the growing demand, vendors are launching innovative solutions. For instance, in May 2024, Daktronics launchedits latest Flip-Chip COB (Chip On Board) LED display technology. This new addition to Daktronics' Narrow Pixel Pitch (NPP) product range features pixel spacings as tight as 0.9 millimeters, offering enhanced durability, reliability, and reduced power consumption. These advancements are designed to elevate the customer experience.. Such developments will further drive the studied market's growth.
  • LED lamps mainly consume only one-tenth of the electricity an incandescent lamp consumes. In this context, the European Union has officially recognized LED headlamps as energy-efficient. Hence, companies like OSRAM offer a broad range of LEDs for the automotive industry; for example, Audi is using OSRAM LEDs in the headlights of a new model of the Audi A8. For general lighting, OSRAM has almost all SMD LEDs from 0.1W to 5W in all dimension packages, i.e., 3030, 5050, 5630, 2835, and others.

Asia-Pacific is Expected to Witness the Highest Growth Rate

  • The Asia-Pacific region has a good demand for consumer electronics and automobiles, where rapid technological changes result in high performance. As a result, the need for increased and medium-power LEDs is expected to rise. Given rising disposable income, rapid urbanization, and a shift in spending habits, the region has been the largest market for consumer electronics and is among the leading adopters of LED chips. For instance, according to IBEF, the Indian consumer electronics industry was valued at USD 9.84 billion in the previous year and is expected to more than double to INR 1.48 lakh crore (USD 21.18 billion) by 2025.
  • Furthermore, the Indian government is actively introducing initiatives to move the country further along the path of transforming illumination and energy efficiency. For Instance, EESL intends to attract investments totaling INR 8,000 crores (USD 1.09 billion) under the Street Lighting National Programme (SLNP) by 2024, covering rural India. The company plans to install and retrofit approximately 30 million LED streetlights. Such investment will further drive the market's growth.
  • Similarly, in November 2022, Pune Municipal Corporation (PMC) announced its plan to invest approximately INR 20 crore (USD 2.420 million) in replacing about 27,500 old public light fixtures. Such initiatives by various governments of different regions and countries across the region are expected to promote the adoption of LED lighting solutions, creating a favorable outlook for the growth of the studied market.
  • Although the adoption of LED lighting solutions is on the rise, the recent US-China trade dispute has hampered the LED chip manufacturing industry in China. For instance, in January 2023, countries like the Netherlands and Japan also joined the United States in restricting the exports of semiconductor manufacturing equipment to China. However, in recent years, some of the Chinese chip manufacturing companies have been able to make positive progress in developing their chip manufacturing capabilities, which is anticipated to positively impact the studied market's growth in China during the forecast period.

LED Chips Industry Overview

The LED chips market is moderately competitive and consists of several leading players. Regarding market share, only some significant players hold a significant market presence. The manufacturers focus on product differentiation to gain a competitive advantage. The manufacturers also try to show their products superior quality to achieve higher sales. Some key market players include OSRAM Opto Semiconductors GmbH, Nichia Corporation, Lumileds Holding B.V., etc.

In July 2023, Nichia, a leading high-brightness blue and white LED producer, launched the E11A (1.1mmX1.1mm) Red, brilliant red, and green to expand its Direct Mountable Chip portfolio of high luminous flux density solutions. The company expects this expansion of the color portfolio to provide flexibility for the fixture designs and expand the application area.

In July 2023, ROHM, a leading semiconductor company, developed an RGB chip LED, SMLVN6RGBFU, ideal for automotive interiors, such as accent lighting for footwells and door handles, and function and status indicators in instrument clusters.

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 INSIGHTS

  • 4.1 Market Overview
  • 4.2 Industry Attractiveness - Porter's Five Forces Analysis
    • 4.2.1 Bargaining Power of Suppliers
    • 4.2.2 Bargaining Power of Buyers
    • 4.2.3 Threat of New Entrants
    • 4.2.4 Threat of Substitutes
    • 4.2.5 Intensity of Competitive Rivalry
  • 4.3 Industry Value Chain Analysis
  • 4.4 Assessment of Impact of Macroeconomic Trends on the Market

5 MARKET DYNAMICS

  • 5.1 Market Drivers
    • 5.1.1 Backlighting Application of Devices Boosting the LED Chips Market
    • 5.1.2 R&D Investments and Government Initiatives
    • 5.1.3 Power Efficiency of LED Chips
  • 5.2 Market Challenges
    • 5.2.1 Growing Adoption of OLEDs in Consumer Electronics

6 MARKET SEGMENTATION

  • 6.1 By Application
    • 6.1.1 Backlighting
    • 6.1.2 Illumination
    • 6.1.3 Automotive
    • 6.1.4 Signs and Signals
    • 6.1.5 Other Applications
  • 6.2 By Geography
    • 6.2.1 North America
    • 6.2.2 Europe
    • 6.2.3 Asia
    • 6.2.4 Australia and New Zealand
    • 6.2.5 Latin America
    • 6.2.6 Middle East and Africa

7 COMPETITIVE LANDSCAPE

  • 7.1 Company Profiles
    • 7.1.1 OSRAM Opto Semiconductors GmbH
    • 7.1.2 Nichia Corporation
    • 7.1.3 Lumileds Holding B.V.
    • 7.1.4 Epistar Corporation
    • 7.1.5 SemiLEDS
    • 7.1.6 Bridgelux Inc.
    • 7.1.7 TOYODA GOSEI Co.
    • 7.1.8 Seoul Viosys Co. Ltd
    • 7.1.9 Samsung Electronics. Co. Ltd
    • 7.1.10 Cree Inc.
    • 7.1.11 Formosa Epitaxy

8 INVESTMENT ANALYSIS

9 FUTURE OF THE MARKET