德國汽車 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 年德國汽車 LED 照明市場規模為 7.312 億美元，到 2030 年將達到 9.282 億美元，預測期內（2025-2030 年）的複合年成長率為 4.89%。

政府對 LED 晶片製造商的津貼和汽車 LED 照明的技術創新推動市場需求

• 就金額佔有率而言，頭燈將在 2023 年佔據市場主導地位，其次是其他燈光和轉向訊號燈。預計預測期內方向燈和煞車燈的市場佔有率將保持不變。國內汽車LED燈廠商也為國內LED燈的成長不斷進行產品創新。 2020年10月，歐司朗成為德國市場第一家獲得LED汽車改裝照明認證的公司。這一發展具有真正的獨創性，因為用於車頭燈的 LED 替換燈泡從未獲得官方批准。
• 從銷售佔有率來看，2023年轉向訊號燈將佔多數，其次是頭燈和其他燈光。未來幾年，預計每種燈的市場佔有率將保持穩定，波動不大。前三名的汽車製造商分別為福斯、寶馬和戴姆勒，而博世、舍弗勒和採埃孚則是全球前三大供應商。該產業預計未來幾年將在數位化、電動車和氫能技術方面投入 1,500 億歐元（1,644.8 億美元）。
• 此外，德國政府也向本土LED晶片製造商提供資金支持。德國當局正試圖透過提供 140 億歐元（147 億美元）的財政援助來吸引晶片製造商進入該國。此前，歐盟委員會推出了《歐洲晶片法》，英特爾也決定在 2022 年在德國建立新的製造工廠。因此，政府的支持力度加大，汽車製造商為推動電動車和整體汽車生產而增加的投資，預計將增加 LED 照明在汽車產業的使用。

德國汽車 LED 照明市場趨勢

主要汽車製造商的技術進步和電動汽車行業的成長正在推動 LED 市場的成長

• 預計2022年德國汽車總產量將達353萬輛，2023年將達363萬輛。新冠疫情對德國汽車市場產生了重大影響。全球需求下滑導致所有德國汽車製造商的生產線陷入停頓。疫情也導致大陸、賓利、麥格納等供應商暫停生產。在德國，2020年4月汽車銷量下降了61%。這表明汽車製造和汽車零件供應鏈的整體放緩導致汽車LED燈使用量下降。
• 德國是一些世界領先汽車製造商的所在地，包括奧迪、大眾、梅賽德斯-奔馳、寶馬和保時捷。這些製造商成功的一個主要驅動力是技術進步。奧迪於 2023 年 5 月首次發現了在其尾燈中使用有機發光二極體技術的潛力，並一直致力於加強數位化。我們是唯一一家特意系統性地開發這項照明技術，為我們的車輛提供更多照明功能的汽車製造商。這些發展總體上支持了 LED 照明在汽車領域的擴張。考慮到德國是汽車工業的中心，電動車在該國有著光明的前景。根據聯邦汽車運輸局（KBA）的數據，2023年初德國註冊的乘用車數量將達到約4,880萬輛。到 2025 年，許多車型無論是否配備內燃機，預計價格都會相同。隨著電動車的大規模擴張，LED在汽車中的使用預計會增加。

政府主導的車輛登記和電動車轉型將推動 LED 市場成長

• 2022年，德國電動車市場成長132.2%，零排放乘用車註冊量為470,502輛。自 2020 年以來，德國一直在向電動車領域邁進，註冊量從 1.75% 成長至 6.65%。電動車將在2021年佔據13.6%的市場佔有率，2022年將佔據17.7%的市場佔有率。在德國，汽油和柴油汽車佔所有註冊量的一半，下降了12.1%。 2022 年乘用車註冊情況如下：汽油（32.6%）、柴油（17.8%）、BEV（17.7%）、PHEV（13.7%）、HEV（17.5%）及其他（0.7%）。
• 該舉措於 2020 年 7 月生效，在說服德國人放棄市場佔有率給電動車方面發揮了關鍵作用。德國新政府計劃加快向電動車轉型。政府表示，2022 年將繼續為購買電動車提供高達 9,000 歐元（9,706.36 美元）的補貼。插電式混合動力汽車可能有資格獲得高達 6,750 歐元（7,279.77 美元）的補貼。 2022 年 5 月，福斯將把生產電動 ID.4 汽車的埃姆登工廠推出德國第二家專門生產電動車的工廠。
• 2022年10月，德國政府宣布了加強電動車充電基礎設施的計畫。該計劃包括一項耗資 63 億歐元（61.7 億美元）的提案，旨在到 2030 年將全國的充電站數量增加到 100 萬個。因此，由於電動車需求的不斷成長，上述案例正在推動新發電廠的開發和生產，從而推動該國對汽車 LED 的需求。

德國汽車LED照明產業概況

德國汽車LED照明市場比較集中，前五大廠商的市佔率合計達到79.94%。該市場的主要企業有：GRUPO ANTOLIN IRAUSA, SA、HELLA GmbH & Co. KGaA (FORVIA)、Marelli Holdings、OSRAM GmbH。以及 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
• 行駛車輛數
• LED進口總量
• 家庭數量
• 道路網路
• 滲透率
• 法律規範
  • 德國
• 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

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）
  • GRUPO ANTOLIN IRAUSA, SA
  • HELLA GmbH & Co. KGaA（FORVIA）
  • Marelli Holdings Co., Ltd.
  • OSRAM GmbH.
  • PHOTON AUTOMOTIVE LIGHTING
  • Signify（Philips）
  • Stanley Electric Co., Ltd.
  • Valeo
  • VIGNAL GROUP
  • 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 Germany Automotive LED Lighting Market size is estimated at 731.2 million USD in 2025, and is expected to reach 928.2 million USD by 2030, growing at a CAGR of 4.89% during the forecast period (2025-2030).

Government funding to LED chip manufacturers and the growing innovation in automotive LED lighting drive the market demand

• In terms of value share, in 2023, headlights accounted for the majority of the market, followed by other lights and directional signal lights. The market share is expected to remain the same for directional signal lights and stop lights during the forecast period. Automotive LED light manufacturers in the country are continuously innovating products for the growth of LED lights in the country. In October 2020, Osram was the first company to offer authorized LED-based automobile retrofit lighting in the German market. Since there have never been authorized LED replacement bulbs for headlight applications, this development was truly original.
• In terms of volume share, in 2023, directional signal lights accounted for the majority, followed by headlights and other lights. The market share is expected to remain the same with less to no fluctuation for all the lights in coming years. The top three automakers are Volkswagen, BMW, and Daimler, while Bosch, Schaffler, and ZF are among the top suppliers globally. The sector anticipates spending EUR 150 billion (USD 164.48 billion) over the next few years on digitalization, electric mobility and hydrogen technologies.
• Additionally, the German government offers funding to local manufacturers of LED chips. German officials are attempting to entice chipmakers to the nation by providing EUR 14 billion (USD 14.7 billion) in financial assistance. The action follows the European Commission's European Chips Act and Intel's decision in 2022 to establish a new manufacturing facility in Germany. Thus, the rising government support and increasing investment from automotive manufacturers to promote EV and overall vehicle production are expected to increase the use of LED lights in the automotive industry.

Germany Automotive LED Lighting Market Trends

Technological advancements by major automotive manufacturers and promising growth by EV industry to drive the growth of LED market

• The total automobile vehicle production in Germany was 3.53 million units in 2022, and it was expected to reach 3.63 million units in 2023. The COVID-19 pandemic had a significant effect on the German automotive market. The manufacturing lines of all German automobile OEMs were at a standstill due to the low global demand. The pandemic also caused suppliers, including Continental, Benteler, and Magna, to halt manufacturing briefly. Germany saw a 61% decline in car sales in April 2020. This shows that the overall drop in auto car manufacturing and the supply chain of automotive parts resulted in the decline in LED light usage in automotive vehicles.
• The country is home to some of the best automakers in the world, including Audi, Volkswagen, Mercedes-Benz, BMW, Porsche, and others. The major forces behind these manufacturers' success are technological advancements. Audi first saw the possibilities of using OLED technology in rear lights in May 2023 and has since worked to enhance its digitization. It is the only automaker that has deliberately and methodically developed this lighting technology to provide more lighting features to vehicles. These developments are the main forces behind the expansion of LED lights, generally in the automotive sector. Given that Germany is the center of the automobile sector, EVs have a promising future in this nation. At the start of 2023, according to the Federal Motor Transport Authority (KBA), there were about 48.8 million registered passenger automobiles in Germany. In addition, many car models are anticipated to cost the same by 2025, whether they have an internal combustion engine or not. The use of LEDs in automotive vehicles is expected to increase due to the enormous expansion in EVs.

Car registration and shift toward electric mobility through government initiatives to drive the growth of the LED market

• In 2022, the German electric car market grew by 132.2% in 2021, with 470,502 zero-emission passenger car registrations. Since 2020, when registrations increased from 1.75% to 6.65%, Germany has significantly shifted toward electric mobility. Electric automobiles accounted for 13.6% of the market in 2021 and 17.7% in 2022. In Germany, petrol and diesel automobiles accounted for half of all sales, a 12.1% decrease. In 2022, passenger auto registrations included Petrol (32.6%), Diesel (17.8%), BEV (17.7%), PHEV (13.7%), HEV (17.5%), and others (0.7%).
• The initiative, which took effect in July 2020, has played a significant role in persuading Germans to weigh in on the market share of electrified vehicles. Germany's new administration plans to hasten the transition to more electric vehicles on its roadways. The government announced that purchasing an electric car will continue to be subsidized for up to EUR 9,000 (USD 9706.36) in 2022. The assistance might be worth up to EUR 6,750 (USD 7279.77) for plug-in hybrid vehicles. In May 2022, Volkswagen launched a second German manufacturing plant dedicated to the production of electric vehicles, following the conversion of a facility in Emden that produces the all-electric ID.4.
• In October 2022, the German government unveiled plans to boost charging infrastructure for electric vehicles. The plan consists of a EUR 6.3 billion (USD 6.17 billion) proposal that would increase the number of charging points across the country to 1 million by 2030. Thus, the above instances lead to the development and production of new power stations because of the growing demand for EVs, which boosts the demand for automotive LEDs in the country.

Germany Automotive LED Lighting Industry Overview

The Germany Automotive LED Lighting Market is fairly consolidated, with the top five companies occupying 79.94%. The major players in this market are GRUPO ANTOLIN IRAUSA, S.A., HELLA GmbH & Co. KGaA (FORVIA), Marelli Holdings Co., Ltd., OSRAM GmbH. 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 Germany
• 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

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 GRUPO ANTOLIN IRAUSA, S.A.
  • 6.4.2 HELLA GmbH & Co. KGaA (FORVIA)
  • 6.4.3 Marelli Holdings Co., Ltd.
  • 6.4.4 OSRAM GmbH.
  • 6.4.5 PHOTON AUTOMOTIVE LIGHTING
  • 6.4.6 Signify (Philips)
  • 6.4.7 Stanley Electric Co., Ltd.
  • 6.4.8 Valeo
  • 6.4.9 VIGNAL GROUP
  • 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