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

日本汽車LED照明市場規模預計在2025年為7.9億美元，預計到2030年將達到11.7億美元，預測期內（2025-2030年）的複合年成長率為8.13%。

電動車需求的增加和事故數量的增加正在推動市場成長

• 從金額佔有率來看，2022 年前照燈將佔據最大佔有率，其次是其他燈和轉向訊號燈。預計在預測期內，方向燈、倒車燈、尾燈和煞車燈的市場佔有率將保持不變，而頭燈的市場佔有率預計將略有下降。頭燈DRL（日行燈）和投影機燈的組合是日本汽車照明市場日益成長的趨勢之一。
• 從銷售佔有率來看，2022年方向燈將佔多數，其次是頭燈和其他。轉向訊號燈的市場佔有率保持穩定，預計未來也將保持不變。轉向訊號燈是任何類型車輛的主要部件，在發生輕微或嚴重事故時都可能受到影響而需要更換。
• 政府希望透過提高安全標準來減少事故，從而增加對自動大燈和轉向訊號燈的需求。例如日本政府已設定目標，2025年將交通事故死亡人數減少到2,000人以下。 2022年全國道路交通死亡人數降至2,610人，較2021年下降1%。
• 從業務擴張和技術創新來看，日本是世界上最重要的汽車生產國之一。市場上的主要汽車製造商都致力於擴大電動車市場。例如，2021年電動車將佔新車銷量的36.2%，高於2019年的35.2%和2017年的32.9%。因此，新能源車的成長可能會增加LED在市場的滲透率。

日本汽車LED照明市場趨勢

技術升級和電動車需求成長將推動 LED 照明市場成長

• 印度汽車總產量預計2022年將達941萬輛，2023年將達965萬輛。日本汽車供應業受到新冠疫情的嚴重影響。日產於2020年5月底宣布將全球產量削減20%。 6 月日本汽車銷量大幅下降 23%，其中豐田表現最佳，其次是本田和日產。結果，中國工廠關閉導致生產 LED 照明所需的汽車零件短缺。受此影響，日本汽車LED照明產量整體出現下滑。
• 日本有豐田、三菱、日產、Yamaha Motor Co, Ltd.、五十鈴汽車、馬自達、Lexus等主要汽車製造商。日本汽車產業正朝著網路聯化、電動化、自動駕駛化發展。在 2017 年國際消費電子展 (CES) 上，豐田發布了“Concept-I”，展現了其對未來出行的願景。該車配備了名為「Yui」的人工智慧（AI）助手，可以透過 LED 燈和聲音與駕駛員和道路上的其他駕駛員進行交流。
• 在日本，電動車銷量正在激增，價格較便宜的微型車（引擎排氣量在 660cc 以下的汽油動力汽車）推動了電動車市場的需求。隨著對節能 LED 燈的需求不斷增加，它們也擴大被安裝在電動車上。 LED 燈也擴大用於各種款式汽車的內部照明，因為 LED 燈已用於儀表板條形照明中的裝飾條燈。

進口汽車成長和政府對電動車購買的補貼推動 LED 照明市場成長

• 截至2022年，日本共有28,546個充電站。 2022會計年度進口電動車國內銷量預計將比上年度成長65%，達到16,464輛。 2022會計年度，日本售出361萬輛乘用車，其中約7.7萬輛為電動車。進口車中電動車佔比高，可能反映出海外製造商比日本競爭對手提供的產品範圍更廣泛。與一些中國競爭對手相比，日本汽車製造商推出電動和插電式混合動力汽車的速度普遍較慢。價格實惠的微型車引領日本電動車銷售。然而，到 2022 會計年度，電動車僅佔日本新乘用車銷量的 2.1%，而中國和歐洲則約為 20%。
• 日本政府為購買電動電動車提供補助。 2021 年每輛車的最高 CEV 補貼為 80 萬日圓（7,200 美元）。 2023年1月，日本政府宣布計畫放寬輸出功率為200kW或以上的快速充電站的安全規則，以降低安裝成本。在此過程中，HPC將與50-200kW直流充電站處於同等地位。
• 日本汽車製造商斯巴魯於2022年5月宣布將在該國建造新的電動車工廠，並計劃於2027年後開始營運。這將是日本第一家專門生產電動車的工廠。除了新工廠外，該公司還計劃對現有工廠維修，以實現生產一定數量的電動車，預計總投資約 2,500 億日圓（16.8 億美元）。因此，電動車需求的不斷成長預計將推動新發電廠的開發和生產，進而有望推動汽車 LED 的需求。

日本汽車LED照明產業概況

日本汽車LED照明市場格局較為集中，前五大廠商合計佔有108.03%的市佔率。該市場的主要企業是：KOITO MANUFACTURING、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
  • 日本
• 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
  • KOITO MANUFACTURING CO., LTD.
  • Marelli Holdings Co., Ltd.
  • Nichia Corporation
  • OSRAM GmbH.
  • Signify（Philips）
  • Stanley Electric Co., Ltd.
  • Valeo
  • Varroc 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 Japan Automotive LED Lighting Market size is estimated at 0.79 billion USD in 2025, and is expected to reach 1.17 billion USD by 2030, growing at a CAGR of 8.13% during the forecast period (2025-2030).

Increasing demand for EVs and the increasing number of accidents are driving the growth of the market

• In terms of value share, in 2022, headlights accounted for the majority of the share, followed by others and directional signal lights. The market share is expected to remain the same for directional signal lights, reversing lights, taillights, and stoplights during the forecast period, with a small reduction in headlights. The combination of DRLs (daytime running lamps) with projector lights in frontal illumination is one of the increasing trends in the Japanese automobile lighting market.
• In terms of volume share, in 2022, directional signal lights accounted for the majority, followed by headlights and others. The market share is expected to remain the same with less fluctuation for these lights. Directional signal lights are the prime part that has a high probability of getting affected in minor to major accidents in all types of vehicles and require replacement.
• The government aims to reduce accidents by increasing its safety standards, resulting in increasing demand for automated headlamps and directional signal lights. For instance, the Japanese government has set a goal of reducing traffic-related deaths to less than 2,000 by 2025. In 2022, the Traffic fatalities nationwide declined to 2,610, which is down by 1% from 2021.
• In terms of expansion and innovations, Japan is one of the significant auto-producing nations in the world. The key automotive manufacturers in the market are focusing on expanding electric vehicles in the market. For instance, in 2021, new electric vehicles accounted for 36.2% of total new car sales, up from 35.2% in 2019 and 32.9% in 2017. Thus, the growth in NEV would increase the penetration of LED in the market.

Japan Automotive LED Lighting Market Trends

Technology upgradation and increasing demand for EVs drive the LED lighting market's growth

• The total automobile vehicle production in India was 9.41 million units in 2022, and it is expected to reach 9.65 million units in 2023. The automotive supply industry in Japan was severely affected by the COVID-19 pandemic. Nissan intended to reduce global production by 20% in late May 2020. Sales in Japan fell drastically by 23% in June, with Toyota performing the best, followed by Honda and Nissan. As a result, the closure of Chinese factories led to a scarcity of the automobile components needed to produce LED lights. This led to a decline in Japan's overall manufacturing of car LED lighting.
• Japan has major automotive manufacturers such as Toyota, Mitsubishi, Nissan, Yamaha Motor Company, Isuzu Motors Ltd, Mazda, and Lexus. Japan's auto industry is moving toward developing connectivity, electrification, and automated driving. At CES 2017, Toyota unveiled its Concept-I car to demonstrate the company's vision for the future of mobility. The vehicle has an artificial intelligence (AI) helper named 'Yui' that communicates with the driver and other drivers on the road via LED lights and sounds.
• Sales of electric vehicles are rising rapidly in Japan, driven by cheaper "Kei" minicars (vehicles classified with engines of 660 cc or less in the case of gasoline models), which are driving the demand for the EV market. Due to their high energy efficiency, LED lights are becoming increasingly common in EVs as their demand rises. Due to the use of LED lights in strip lights for decorative purposes in dashboard strip lighting, the use of LED lights in interior lighting of vehicles in varied styling is also rising.

An increase in imported cars and government subsidies for the purchase of EVs drive the growth of the LED lighting market

• As of 2022, there were 28,546 charging stations in Japan. The number of imported electric vehicles sold in the country during FY 2022 rose 65% from the previous year to 16,464 units. There were 3.61 million passenger cars sold in Japan, and about 77,000 were EVs during FY 2022. The higher EV percentage for imported cars may reflect the wider variety of products offered by foreign makers than their Japanese rivals. Japanese car manufacturers have generally been slow to adopt electric and plug-in hybrid vehicles compared to some of their Chinese rivals. Affordable Kei minicars lead Japan's electric vehicle sales. However, EVs accounted for only 2.1% of new passenger car sales in Japan in FY 2022 compared to roughly 20% in China and Europe.
• The Japanese government offered subsidies to purchase CEVs. The maximum amount of the CEV subsidies given per vehicle in 2021 was JPY 800,000 (USD 7,200). In January 2023, the Japanese government announced the plan to ease safety rules for fast charging stations with more than 200 kW of power to reduce installation costs. In the process, HPCs will be placed on an equal footing with DC charging stations ranging from 50 to 200 kW.
• Subaru, a Japanese automaker, declared in May 2022 that it would build a new electric vehicle plant in the country, starting operations after 2027. It would be the first EV-only factory in Japan. In addition to the new facility, the current plant will be retooled to produce a specific number of electric vehicles, with an anticipated total investment of about JPY 250 billion (USD 1.68 billion). Thus, the above instances are expected to lead to the development and production of new power stations owing to the growing demand for EVs, which, in turn, is expected to boost the demand for automotive LEDs.

Japan Automotive LED Lighting Industry Overview

The Japan Automotive LED Lighting Market is fairly consolidated, with the top five companies occupying 108.03%. The major players in this market are KOITO MANUFACTURING CO., LTD., 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 Japan
• 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
  • 6.4.3 KOITO MANUFACTURING CO., LTD.
  • 6.4.4 Marelli Holdings Co., Ltd.
  • 6.4.5 Nichia Corporation
  • 6.4.6 OSRAM GmbH.
  • 6.4.7 Signify (Philips)
  • 6.4.8 Stanley Electric Co., Ltd.
  • 6.4.9 Valeo
  • 6.4.10 Varroc 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