歐洲汽車 LED 照明：市場佔有率分析、行業趨勢和統計、成長預測（2025-2030 年）

預計2025年歐洲汽車LED照明市場規模為25.6億美元，到2030年將達到33.5億美元，預測期間（2025-2030年）的複合年成長率為5.55%。

製造商預計將獲得 LED 外部照明的批准，汽車製造商預計將在道路安全、技術數位化方面進行投資，以增加 LED 照明的使用。

• 就金額佔有率而言，頭燈將在 2023 年佔據大部分佔有率，其次是其他燈光和轉向訊號燈。車頭燈減少了日常的死亡和事故。隨著該國從疫情中復甦，去年道路交通事故死亡人數約為 20,600 人，比 2021 年增加了 3%。不過，與疫情爆發前的 2019 年相比，道路交通死亡人數減少了 2,000 人（下降了 10%）。歐盟和聯合國已設定目標，在2030年前減少道路交通事故死亡人數，因此預計汽車將配備LED大燈，以減少現有的道路交通事故死亡人數。
• 從銷售佔有率來看，2023年轉向訊號燈將佔據最大佔有率，其次是頭燈和其他燈光。預計這些燈的市場佔有率將保持穩定，波動不大。大眾、戴姆勒、博世、採埃孚等汽車製造商以及其他歐洲國家供應商將在未來幾年在數位化、電動車和駕駛、氫技術和道路安全方面投入 1,619 億美元。這將增加訊號燈的使用，從而增加該國的 LED 燈的使用。
• 市場各大汽車製造商均致力於擴大電動車市場。為此，歐洲議會和理事會於 2009 年 4 月 23 日通過了第 443/2009 號理事會條例 (EC)，制定了新型乘用車排放氣體標準，作為減少輕型商用車二氧化碳排放的歐共體綜合方針的一部分。兩家製造商聯合申請批准高效能 LED 外部照明，作為無需外部充電的內燃機汽車和混合動力汽車的創新技術。這擴大了國產LED照明的市場佔有率。

預計減少汽車二氧化碳排放的法規不斷加強以及磁力馬達的發展將增加電動車的需求，從而推動市場成長。

• 在這一領域，預計到 2023 年其他歐洲國家將佔據 30% 以上的市場佔有率，其次是德國（佔 20% 以上）和西班牙（佔 15% 以上的市場佔有率）。這是由於商用車、二輪車和乘用車數量的增加。預計電動車的日益普及也將與歐洲其他地區的市場成長相匹配。
• 2021年，波蘭的非常老舊的乘用車比例最高，41.3%的乘用車車齡超過20年。 2023年新興國家乘用車的積極發展也反映在國家層面。成長最強勁的是西班牙（+51.4%）和義大利（+19.0%），其次是法國（+8.8%），成長速度較慢但較為穩定。混合動力電動車 (HEV) 在 2021 年也取得了強勁開局。銷量成長 22.1% 至 197,982 輛。推動這一成長的主要因素是該地區四大市場的兩位數成長：西班牙（成長 59.3%）、義大利（成長 24.7%）、德國（成長 19.0%）和法國（成長 12.5%）。結果，市場佔有率為 26.0%，比 2022 年 1 月提高了 2.3 個百分點。
• 旨在減少汽車二氧化碳排放的政府法規可能會進一步鼓勵歐洲汽車製造商採用 LED 光源。汽車製造商也推出了許多新計劃來為永續性做出貢獻。例如，一項新的歐洲研發計畫將於 2023 年啟動，旨在開發用於電動車 (EV) 的更便宜、更有效率、更高功率的永磁電動馬達。蒙德拉貢大學領導著一個由八個歐洲合作夥伴組成的聯盟，其中包括 GKN Automotive。

歐洲汽車 LED 照明市場趨勢

電動車銷售成長可望推動歐洲 LED 市場

• 預計2022年韓國汽車總產量將達1,767萬輛，2023年將達1,833萬輛。中國首批工廠關閉，擾亂了歐洲汽車產業的供應鏈。歐盟成員國汽車工廠平均停工時間為30天，其中瑞典停工時間最短（15天），義大利停工時間最長（41天）。 2020年上半年，歐盟汽車產業產量減少360萬輛，損失累計1,000億歐元（1,079億美元）。截至2020年9月底，這一數字上升至4,024,036輛，佔歐盟2020年產量的22.3%。歐洲產量下降最終對汽車領域的LED照明產生了負面影響。
• 大眾集團、Stellantis、梅賽德斯-奔馳、寶馬、保時捷、Hurtan、GTA Motors、奧迪和標緻是該地區的主要汽車製造商。電動車的興起和車輛燃料類型的技術進步正在改變該地區的汽車產業。目前，歐盟的電池式電動車銷量正在快速成長。例如，2022 年歐盟市場上銷售的 910 萬輛汽車中，12.1% 將是純電動車，而 2019 年這一比例僅為 1.9%，2021 年為 9.1%。約 22.6% 的銷量為混合動力電動車，9.4% 為更新、更環保的插電混合動力汽車。隨著電動車越來越普及，車載照明用半導體和LED因其高效率而需求旺盛。

電動車註冊數量的增加和政府推廣電動車的政策可能會推動 LED 市場的成長

• 整個歐洲範圍內電動車的普及正在迅速成長。歐洲電動車 (BEV、PHEV、EREV 和 FCEV) 銷量為 259 萬輛，較 2021 年成長 15%，較 2020 年成長 92%。 2022 年歐洲電動車銷售佔有率最高的國家將是挪威 (79%)、瑞典 (33%)、荷蘭 (23%) 和丹麥 (21%)，其次是芬蘭、瑞士和德國，各佔 18%。就 2022 年的市場佔有率而言，電池式電動車(BEV) 將佔總市場佔有率的 12.1%，高於 2021 年的 9.1% 和 2019 年的 1.9%。
• 2016 年，英國道路上有 30,669 輛純電動車，到 2023 年 5 月將上升到 784,968 輛。 2022 年註冊的純電動車超過 265,000 輛，比 2021 年增加 40%。英國政府大力支持人們選擇電動車，以增加在英國註冊的電動車數量。購買者可以享受插電式補貼，購買新型電動車可享受高達 2,500 歐元（2,699 美元）的折扣。在蘇格蘭，我們也為購買新舊電動車提供無息貸款。
• 作為重組汽車產業戰略的一部分，法國曾計劃在2020年5月增加補貼。主要原因是新冠疫情導致銷售下降。當時，最高補貼額從6,479美元提高到7,558.8美元。 2021年年中，限額從7,558.8美元降至6,478.9美元。 2023 年，政府將從 2023 年 1 月起將電動車補助從 6,478.9 美元減少到 5,399 美元。該公司還設定了到 2030 年每年生產 200 萬輛電動車的目標。由於這些市場的進步，該地區對汽車 LED 的需求預計在未來幾年將增加。

歐洲汽車LED照明產業概況

歐洲汽車LED照明市場格局適度整合，前五大廠商佔比達48.57%。該市場的主要企業是：HELLA GmbH & Co. KGaA、Marelli Holdings、OSRAM GmbH.、Stanley Electric 和 Valeo（按字母順序排列）。

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 章執行摘要和主要發現

第2章 報告要約

第 3 章 簡介

• 研究假設和市場定義
• 研究範圍
• 調查方法

第4章 產業主要趨勢

• 汽車產量
• 人口
• 人均收入
• 汽車貸款利率
• 充電站數量
• 汽車持有量
• LED進口總量
• 家庭數量
• 道路網路
• 滲透率
• 法律規範
  • 法國
  • 德國
  • 西班牙
  • 英國
• 價值鏈與通路分析

第5章 市場區隔

• 汽車實用照明
  • 日間行車燈 (DRL)
  • 轉向指示燈
  • 頭燈
  • 倒車燈
  • 紅綠燈
  • 尾燈
  • 其他
• 汽車照明
  • 二輪車
  • 商用車
  • 搭乘用車
• 國家名稱
  • 法國
  • 德國
  • 西班牙
  • 英國
  • 其他歐洲國家

第6章 競爭格局

• 主要策略趨勢
• 市場佔有率分析
• 業務狀況
• 公司簡介（包括全球概況、市場層級概況、主要業務部門、財務狀況、員工人數、關鍵資訊、市場排名、市場佔有率、產品和服務、最新發展分析）
  • HELLA GmbH & Co. KGaA
  • HYUNDAI MOBIS
  • KOITO MANUFACTURING CO., LTD.
  • Marelli Holdings Co., Ltd.
  • OSRAM GmbH.
  • Phoenix Lamps Ltd（Suprajit Engineering Ltd）
  • Signify（Philips）
  • Stanley Electric Co., Ltd.
  • Valeo
  • ZKW Group

第7章：執行長的關鍵策略問題

第 8 章 附錄

• 世界概況
  • 概述
  • 五力分析框架
  • 全球價值鏈分析
  • 市場動態(DRO)
• 資訊來源和進一步閱讀
• 圖片列表
• 關鍵見解
• 資料包
• 詞彙表

The Europe Automotive LED Lighting Market size is estimated at 2.56 billion USD in 2025, and is expected to reach 3.35 billion USD by 2030, growing at a CAGR of 5.55% during the forecast period (2025-2030).

Manufacturers are expected to get approval for exterior vehicle lighting with LED and automakers are expected to invest in road safety, technology, and digitization to increase the use of LED lights

• In terms of value share, in 2023, headlights accounted for the majority, followed by other lights and directional signal lights. Headlights have reduced daily fatalities and accidents. About 20,600 people died in road crashes the previous year, up by 3% from 2021 as traffic recovered from the pandemic. However, this represented 2,000 fewer road fatalities (10% less) compared to the pre-pandemic year of 2019. The goal of reducing road fatalities by 2030 was set by the EU and UN. Hence, it is expected that vehicles will be fitted with LED headlights to reduce the existing rate of road fatalities.
• In terms of volume share, in 2023, directional signal lights accounted for the majority, followed by headlights and other lights. The market share of these lights is expected to remain the same with little fluctuation. Automakers such as Volkswagen, Daimler, Bosch, ZF, and other top European suppliers will spend (USD 161.9 billion) over the next few years on digitalization, electromobility and driving, hydrogen technology, and road safety. This will increase the use of signal lights, thus increasing the use of LED lights in the country.
• The major automakers in the market are focusing on expanding the electric vehicle market. To this end, the European Parliament and Council of 23 April 2009 set emissions standards for new passenger cars as part of the community's integrated approach to reducing CO2 emissions from light commercial vehicles under Council Regulation (EC) No. 443/2009. Manufacturers jointly applied for the approval of efficient exterior vehicle lighting with LED as an innovative technology for vehicles with internal combustion engines and hybrid electric vehicles that do not require external charging. This factor increased the market share of domestic LED lighting.

Increasing regulations to reduce vehicle CO2 emissions and the development of magnetic electric motors to boost EV demand are expected to boost the market's growth

• In this segment, the Rest of Europe is expected to occupy a market share of more than 30% in 2023, followed by Germany and Spain, with market shares of more than 20% and 15%, respectively. This is due to an increase in the number of commercial vehicles, two-wheelers, and passenger cars. An increase in electric vehicle adoption is also anticipated to correspond to the market's growth in other parts of Europe.
• In 2021, Poland had the highest proportion of very old passenger cars, with 41.3% of passenger cars being over 20 years old. The positive development of passenger cars in the region in 2023 was reflected at the country level. The strongest growth was recorded in Spain (+51.4%) and Italy (+19.0%), followed by France (+8.8%), which had slow but steady growth. Hybrid electric vehicles (HEVs) also got off to a strong start in 2021. Sales increased by 22.1% to 197,982 units. This was driven by double-digit growth in the region's four largest markets: Spain (+59.3%), Italy (+24.7%), Germany (+19.0%), and France (+12.5%). This resulted in a market share of 26.0%, an improvement of 2.3 points compared to January 2022.
• Government regulations aimed at reducing vehicle CO2 emissions will further encourage the adoption of LED light sources by European automakers. Automakers are also launching a number of new programs to contribute to sustainability. For example, a new European R&D program to develop cheaper, more efficient, and power-dense permanent magnet electric motors for electric vehicles (EVs) was expected to start in 2023. Mondragon University leads the consortium of eight European partners and includes GKN Automotive.

Europe Automotive LED Lighting Market Trends

Increasing EV sales are expected to drive the LED market in Europe

• The total automobile vehicle production in South Korea was 17.67 million units in 2022, and it is expected to reach 18.33 million units in 2023. The first Chinese factory closures disrupted the supply chains of the European automotive sectors. The average downtime for automotive plants throughout EU Member States was 30 days, with Sweden experiencing the most minor downtime (15 days) and Italy experiencing the highest (41 days). The EU automobile sector lost 3.6 million vehicles from production in the first half of 2020, amounting to a loss of EUR 100 billion (USD 107.9 billion). This number climbed to 4,024,036 motor vehicles by the end of September 2020, accounting for 22.3% of the EU's 2020 production. Such production loss in Europe ultimately had a negative impact on LED lights in the automotive sector.
• Volkswagen Group, Stellantis, Mercedes-Benz, BMW, Porsche, Hurtan, GTA Motors, Audi, and Peugeot are the major automotive car manufacturers in the region. With the rise in EVs and technological advancements in the fuel types utilized in vehicles, the region is seeing a significant transformation in its automotive industry. Battery electric vehicle sales in the EU are still rising quickly. For instance, 12.1% of the 9.1 million vehicles sold in EU markets in 2022 were fully battery electric vehicles, as compared to a share of just 1.9% in 2019 and 9.1% in 2021. About 22.6% of sales were made up of hybrid electric cars, and 9.4% of sales were made up of the more recent and eco-friendly plug-in hybrids. With the growing usage of EVs, the demand for semiconductors and LEDs in vehicle lighting is high due to their efficiency.

Increasing EV registrations and government policies for EV adoption may drive the growth of the LED market

• The adoption of EVs across Europe is growing rapidly. In Europe, sales of electric vehicles (BEVs, PHEVs, EREVs, and FCEVs) totaled 2.59 million units, up by 15% from 2021 and by 92% from 2020. Norway (79%), Sweden (33%), the Netherlands (23%), and Denmark (21%) had the highest market shares of EV sales in Europe in 2022, followed by Finland, Switzerland, and Germany, with an 18% share of EV registrations each in Europe in 2022. In 2022, battery electric vehicles (BEVs) accounted for 12.1% of the total market share, up from 9.1% in 2021 and 1.9% in 2019.
• In 2016, the number of battery-electric cars in the United Kingdom was 30,669, and by May 2023, this number reached 784,968. More than 265,000 battery-electric vehicles were registered in 2022, a 40% increase over 2021. The British government strongly supports the people who are choosing EVs to increase the number of registered electric vehicles in the United Kingdom. Buyers can benefit from the Plug-In Grant, which offers a discount of up to EUR 2,500 (USD 2,699) on new EVs. Scotland also offers interest-free loans on purchases of new and used EVs.
• As part of a restructuring strategy for the automotive industry, France planned to raise subsidy rates in May 2020. The main reason was a drop in sales caused by the COVID-19 pandemic. The maximum subsidy rate was increased from USD 6,479 to USD 7,558.8 at the time. In mid-2021, the maximum rate was reduced from USD 7,558.8 to USD 6,478.9. In 2023, the government reduced subsidies for electric cars to USD 5,399 from USD 6,478.9, effective from January 2023. It also set a target of producing two million electric vehicles per year by 2030. These advancements in the market are expected to drive the demand for automotive LEDs in the region in the coming years.

Europe Automotive LED Lighting Industry Overview

The Europe Automotive LED Lighting Market is moderately consolidated, with the top five companies occupying 48.57%. The major players in this market are HELLA GmbH & Co. KGaA, Marelli Holdings Co., Ltd., OSRAM GmbH., Stanley Electric Co., Ltd. and Valeo (sorted alphabetically).

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 EXECUTIVE SUMMARY & KEY FINDINGS

2 REPORT OFFERS

3 INTRODUCTION

• 3.1 Study Assumptions & Market Definition
• 3.2 Scope of the Study
• 3.3 Research Methodology

4 KEY INDUSTRY TRENDS

• 4.1 Automotive Production
• 4.2 Population
• 4.3 Per Capita Income
• 4.4 Interest Rate For Auto Loans
• 4.5 Number Of Charging Stations
• 4.6 Number Of Automobile On-road
• 4.7 Total Import Of Leds
• 4.8 # Of Households
• 4.9 Road Networks
• 4.10 Led Penetration
• 4.11 Regulatory Framework
  • 4.11.1 France
  • 4.11.2 Germany
  • 4.11.3 Spain
  • 4.11.4 United Kingdom
• 4.12 Value Chain & Distribution Channel Analysis

5 MARKET SEGMENTATION (includes market size in Value in USD and Volume, Forecasts up to 2030 and analysis of growth prospects)

• 5.1 Automotive Utility Lighting
  • 5.1.1 Daytime Running Lights (DRL)
  • 5.1.2 Directional Signal Lights
  • 5.1.3 Headlights
  • 5.1.4 Reverse Light
  • 5.1.5 Stop Light
  • 5.1.6 Tail Light
  • 5.1.7 Others
• 5.2 Automotive Vehicle Lighting
  • 5.2.1 2 Wheelers
  • 5.2.2 Commercial Vehicles
  • 5.2.3 Passenger Cars
• 5.3 Country
  • 5.3.1 France
  • 5.3.2 Germany
  • 5.3.3 Spain
  • 5.3.4 United Kingdom
  • 5.3.5 Rest of Europe

6 COMPETITIVE LANDSCAPE

• 6.1 Key Strategic Moves
• 6.2 Market Share Analysis
• 6.3 Company Landscape
• 6.4 Company Profiles (includes Global level Overview, Market level overview, Core Business Segments, Financials, Headcount, Key Information, Market Rank, Market Share, Products and Services, and analysis of Recent Developments)
  • 6.4.1 HELLA GmbH & Co. KGaA
  • 6.4.2 HYUNDAI MOBIS
  • 6.4.3 KOITO MANUFACTURING CO., LTD.
  • 6.4.4 Marelli Holdings Co., Ltd.
  • 6.4.5 OSRAM GmbH.
  • 6.4.6 Phoenix Lamps Ltd (Suprajit Engineering Ltd)
  • 6.4.7 Signify (Philips)
  • 6.4.8 Stanley Electric Co., Ltd.
  • 6.4.9 Valeo
  • 6.4.10 ZKW Group

7 KEY STRATEGIC QUESTIONS FOR LED CEOS

8 APPENDIX

• 8.1 Global Overview
  • 8.1.1 Overview
  • 8.1.2 Porter's Five Forces Framework
  • 8.1.3 Global Value Chain Analysis
  • 8.1.4 Market Dynamics (DROs)
• 8.2 Sources & References
• 8.3 List of Tables & Figures
• 8.4 Primary Insights
• 8.5 Data Pack
• 8.6 Glossary of Terms