北美 LED 照明：市場佔有率分析、行業趨勢和成長預測（2025-2030 年）

北美 LED 照明市場規模預計在 2025 年為 115.2 億美元，預計到 2030 年將達到 141.7 億美元，預測期內（2025-2030 年）的複合年成長率為 4.22%。

工業生產需求的不斷成長、儲存空間需求的不斷成長以及辦公空間可用性的不斷增加正在推動市場需求。

• 就金額佔有率而言，商業部門將在 2023 年佔據大部分佔有率，其次是工業和倉儲 (I&W)、住宅和農業部門。預計未來幾年 I&W 的市場佔有率將會增加，而其餘產業的市佔率將會增加。美國工業面臨國內外多重阻力，包括國內消費疲軟、半導體供應鏈緊張、工廠關閉以及因新冠疫情病例激增而導致的供應鏈中斷。此外，美國2021年工業產值維持穩定，較2020年成長11.55%，達2,4971億美元。
• 2023年5月美國工業生產年增0.2%，較2023年4月的0.4%的增幅上修。採礦業成長 5%，公共產業下降 3.8%，製造業下降 0.3%。此外，墨西哥的產量達到了 2,307 億美元，製造業產量與 2020 年相比成長了 21.44%。因此，該地區不斷成長的工業產量預計將在未來幾年推動對室內照明的需求。
• 從 2022 年中期開始，加拿大商業房地產產業將面臨加劇的市場波動。金融、科技和生命科學產業正在推動辦公大樓需求，租賃率與 2021 年相比有所上升。建設業、倉儲業的就業人數增加。 2022年12月，加拿大增加了104,000個工作機會。 2022 年第四季國內辦公室空置率為 16.5%，高於 2022 年第三季及 2021 年第四季。預計此類案例將在不久的將來導致辦公空間需求增加，從而推動全部區域對室內照明產品的需求。

小型企業的崛起、傳統照明的替代以及電動車的轉變正在推動市場需求

• 就金額和數量佔有率而言，美國將在 2023 年佔據 LED 照明市場的大部分佔有率，其次是北美其他地區。美國國內汽車產量從 2021 年的 910 萬輛增加到 2022 年的 1,006 萬輛。汽車產量包括乘用車和商用車。在加拿大，汽車產量與 2021 年相比成長了 10.2%，達到 120 萬輛。國內汽車產量的增加將帶來市場對汽車LED的需求增加。
• 2022年，美國小型企業數量將達3,320萬家。五家發展最快的新興企業的總部均設在舊金山。大約 40% 的美國新興企業至少有一名女性擔任領導職務。 2022年，超過65%的中小企業累計獲利。根據上述案例，未來幾年室內商務用LED的需求預計會成長。
• 加拿大城市正在增加對節能街道照明系統的投資，以取代和升級老化的系統。例如，在亞伯達阿爾伯塔省的 Kimplex 競技場，各支球隊升級了競技場照明，安裝了 136 個新的高低競技場 LED 燈具和 LED 燈具，這是市政氣候變遷行動中心領導的綠色能源舉措的一部分。
• 同時，在許多北美國家，對電動車的需求正在成長，LED 也越來越受歡迎。 2022年，墨西哥新車銷量將達到108萬輛，較2021年成長7%，而美國電動車銷量將在2022年成長65%。美國駐墨西哥商務部預計，汽車產業的原廠零件、售後市場和電動車（EV）零件等子部門產業將存在龐大的商機。

北美LED照明市場趨勢

政府擴大電動車產業的舉措推動了LED市場的發展

• 2023年北美出生率為每千人口11.821名新生兒，比2022年增加0.07%。 2018年北美共有1.5615億套住宅，預計2023年將達到2.5579億套。到 2023 年，美國人口將達到創紀錄的 5 億以上。 2022 年，美國南部住宅數量超過所有其他地區的總合。西部是住宅數第二多的地區，2021 年達到約 40 萬套。東北部是美國2022 年唯一住宅數量增加的地區。
• 此外，2022 年美國家庭數量為 1.312 億。美國家庭數量比 2020 年（1.2845 億戶）更多。 2022 年美國典型家庭規模為 3.13 人。 2022年屋主家庭比例將達65.9%。 2020年，六間及六間住宅佔全住宅的19.3%。家庭數量的不斷成長以及房間數量的不斷增加的需求推動了 LED 的普及。
• 北美汽車產量預計將從2022年的1454萬輛增加至2023年的1506萬輛。汽車業是北美最大的製造業之一。政府措施正在幫助顯著推動北美電動車市場的發展。 2022年8月《通膨控制法案》頒布後，各大電動車和電池製造商已宣布，自該法案頒布之日起至2023年3月，將在北美電動車供應鏈上投入至少520億美元。這些惠及消費者和製造商的措施預計將提振該地區對LED照明的需求。

私人住宅增加與政府政策推動LED市場

• 在北美，美國和加拿大是收入和人口方面領先的經濟體。截至 2023 年 6 月，北美現有人口為 3.755 億。到 2020 年，美國將佔該地區人口的大多數，為 3.31 億，其次是加拿大，為 3,770 萬人。 82.6% 的人口居住在都市區（2019 年為 3.047 億）。該地區人口成長率為0.6%。因此，預計人口的成長將導致LED使用量的增加和家庭照明需求的增加。
• 在加拿大和美國，人們的可支配收入更高，這反過來又賦予了人們更強的消費能力，使他們能夠將更多的資金分配給新的生活空間。 2023年3月加拿大的平均月薪為3,464美元，低於2023年2月的3,500美元。雖然平均月收入略有下降，但作為北美已開發國家，購買力相對於其他國家來說還是比較高的。
• 2023年5月，核發的建築許可證數量為1,491,000張。這比 2023 年 4 月的 1,417,000 增加了 5.2%。 5月份私人住宅開工數為163.1萬套。這比 2022 年 5 月售出的 1,543,000 輛高出 5.7%，比 4 月修訂後的 1,340,000 輛高出 21.7%。
• 新法規將最高稅收抵免額從《能源政策法》（EPAct）第 179D 條規定的 2022 年每平方英尺 1.88 美元提高到扣除額每平方英尺升級空間 5 美元（儘管該額度將升至每平方英尺 2 美元）。目標計劃包括室內照明、空調和建築外部。預計此類案例將推動該地區對 LED 照明的需求激增。

北美LED照明產業概況

北美LED照明市場呈現中度整合態勢，前五大廠商合計佔57.38%的市佔率。該市場的主要企業有：ACUITY BRANDS, INC.、Current Lighting Solutions, LLC.、LEDVANCE GmbH (MLS)、OSRAM GmbH。以及 Signify (飛利浦)（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 引言

• 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
• 持有汽車數量
• LED進口總量
• 照明功耗
• #家庭數量
• 道路網路
• LED滲透率
• #體育場數量
• 園藝區
• 法律規範
  • 室內照明
    • 美國
  • 戶外照明
    • 美國
  • 汽車照明
    • 美國
• 價值鏈與通路分析

第5章 市場區隔

• 室內照明
  • 農業照明
  • 商業照明
    • 辦公室
    • 零售
    • 其他
  • 工業/倉庫
  • 住宅照明
• 戶外照明
  • 公共設施
  • 路
  • 其他
• 汽車實用照明
  • 日間行車燈 (DRL)
  • 方向指示器
  • 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
  • 美國
  • 北美其他地區

第6章 競爭格局

• 關鍵策略趨勢
• 市場佔有率分析
• 商業狀況
• 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）
  • ACUITY BRANDS, INC.
  • Current Lighting Solutions, LLC.
  • GRUPO ANTOLIN IRAUSA, SA
  • KOITO MANUFACTURING CO., LTD.
  • LEDVANCE GmbH（MLS Co Ltd）
  • Marelli Holdings Co., Ltd.
  • OSRAM GmbH.
  • Signify（Philips）
  • Stanley Electric Co., Ltd.
  • Valeo

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 North America LED Lighting Market size is estimated at 11.52 billion USD in 2025, and is expected to reach 14.17 billion USD by 2030, growing at a CAGR of 4.22% during the forecast period (2025-2030).

Increasing demand for industrial production, rising need for storage space, and increasing availability of office space drives demand in the market

• In terms of value share, in 2023, the commercial sector accounted for the majority of the share, followed by industrial and warehouse (I&W), residential, and agricultural sectors. The market share of I&W is expected to increase in the coming years, while the remaining sectors will gain nominal shares. US industries faced several internal and external headwinds, such as weak domestic consumption, semiconductor crunch, plant closures, and supply chain disruptions caused by the surge of COVID-19. Further, the United States sustained its industrial production in 2021, reaching USD 2,497.1 billion, an increase of 11.55% compared to 2020.
• Industrial production grew by 0.2% Y-o-Y in the United States in May 2023, after an upwardly revised rise of 0.4% in April 2023. Mining went up 5%, utilities dropped 3.8% and manufacturing fell 0.3%. Further, Mexico's production reached USD 230.07 billion, an increase of 21.44% in manufacturing output compared to 2020. Thus, the growing industrial production in this region is expected to create more demand for indoor lighting in the coming years.
• The Canadian commercial real estate sector has been facing increasing market volatility since the middle of 2022. The financial, technology, and life sciences sectors drive demand for office space with leasing rates increasing compared to 2021. Employment gains were registered in construction, warehouse industries, and other sectors. In December 2022, 104k jobs were added in Canada. The availability of national offices in the Q4 2022 accounted for 16.5%, which was higher than in Q3 of 2022 and Q4 of 2021. These instances are expected to create more demand for office spaces in the near future, creating more need for indoor lighting products across the region.

An increase in small businesses, replacement of conventional lighting, and transition to EVs drive the market demand

• In terms of value and volume share, in 2023, the US LED light market accounted for the majority of the share, followed by the Rest of North America. The domestic vehicle production in the US increased from 9.1 million units in 2021 to 10.06 million units in 2022. The vehicle production included cars and commercial vehicles. In Canada, vehicle production increased by 10.2% compared to 2021, accounting for 1.2 million units. The increase in domestic vehicle production creates more demand for automotive LEDs in the market.
• In 2022, there were 33.2 million small businesses in the United States. The five fast-growing start-ups are headquartered in San Francisco. About 40% of US start-ups have at least one woman in a leadership position. Over 65% of small businesses reported profits in 2022. The above instances are expected to create more demand for indoor commercial LEDs in the coming years.
• Canadian cities are investing more in energy-efficient street lighting systems to replace or upgrade aging systems. For example, as part of the green energy initiative by the Municipal Climate Change Action Centre, teams upgraded the arena lighting by installing 136 new high and low arena LED luminaires and LED strips at Kimplex Arena in Alberta, Canada.
• On the other hand, demand for EVs grew in many countries in North America, leading to an increase in LED penetration. Mexico recorded 1.08 million new car sales in 2022, a 7% improvement from 2021, and US EV sales increased by 65% in 2022. The US Commercial Service Mexico estimates strong opportunities in sub-sectors of the automotive industry in OE parts, aftermarket, and electric vehicle (EV) parts.

North America LED Lighting Market Trends

Government initiatives to expand EV industry will boost the LED market

• North America's birth rate in 2023 is 11.821 births per 1,000 people, a 0.07% increase from 2022. In 2018, there were 156.15 million homes in North America, which is set to reach 255.79 million by 2023. The population of the United States has grown from a record more than 500 million people in 2023. In 2022, more new housing started in the South of the United States than in every other region combined. The West was the second region with the highest number of housings starts, which amounted to roughly 400,800 units in 2021. Northeast was the only region in the US that experienced increased housing starts in 2022.
• Further, the United States had 131.2 million households in 2022. There are now more households in the United States than there were in 2020 (128.45 million). In 2022, there were 3.13 people in the typical American family. The proportion of owner-occupied households in 2022 was 65.9%. In 2020, six or more rooms were present in 19.3% of all occupied dwelling units. The expansion of LEDs will be fueled by an increase in families and the need to accommodate this increase in the typical number of rooms.
• The number of automobiles produced in North America in 2022 was 14.54 million; in 2023, that number is predicted to rise to 15.06 million. The automotive industry is one of the largest manufacturing sectors in North America. Government efforts are significantly raising the market for EVs throughout North America. After the Inflation Reduction Act was enacted in August 2022, major EV and battery manufacturers announced expenditures in North American EV supply chains totaling at least USD 52 billion between that time and March 2023. Such measures that benefit consumers and manufacturers will increase the demand for LED lighting in the area.

Increase in private-owned dwellings and government policy to drive the LED market

• In North America, the US and Canada are the main cities in terms of revenue and population. The current population of Northern America is 375.5 million as of June 2023. The United States occupies a major share of the people in this region, accounting for 331 million, followed by Canada at 37.7 million by 2020. 82.6 % of the population lives in urban areas (304.7 million people in 2019). The population in this region is growing with a 0.6% change. Thus, the increase in population is expected to create more LED penetration and increase the need for illumination in the country.
• In Canada and the US, disposable income is high, resulting in rising spending power of individuals and affording more money on new residential spaces. Canada's monthly earnings stood at USD 3,464 in Mar 2023, reduced from USD 3,500 in February 2023. Even though it is showing a slight decline in average monthly earnings, it has a high purchasing value compared to other nations, as it is a developed country in North America.
• The number of privately owned dwelling units authorized by building permits in May 2023 was 1,491,000. This is 5.2% more than the April 2023 rate, which was increased from 1,417,000. The number of privately owned homes started in May was 1,631,000. This is 5.7% above the May 2022 rate of 1,543,000 and is 21.7% higher than the revised April estimate of 1,340,000.
• As per the Energy Policy Act (EPAct) section 179D, the maximum tax deduction jumped to USD 5 per sq. ft. of upgraded space in 2023 under the new regulations, which has USD 1.88 per sq. ft. deductions in 2022 (but is set to rise to USD 2.00 per sq. ft.). Eligible projects include interior lighting, HVAC, and building envelopes. Such instances are expected to surge the demand for LED lighting in the region.

North America LED Lighting Industry Overview

The North America LED Lighting Market is moderately consolidated, with the top five companies occupying 57.38%. The major players in this market are ACUITY BRANDS, INC., Current Lighting Solutions, LLC., LEDVANCE GmbH (MLS Co Ltd), OSRAM GmbH. and Signify (Philips) (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 Lighting Electricity Consumption
• 4.9 # Of Households
• 4.10 Road Networks
• 4.11 Led Penetration
• 4.12 # Of Stadiums
• 4.13 Horticulture Area
• 4.14 Regulatory Framework
  • 4.14.1 Indoor Lighting
    • 4.14.1.1 United States
  • 4.14.2 Outdoor Lighting
    • 4.14.2.1 United States
  • 4.14.3 Automotive Lighting
    • 4.14.3.1 United States
• 4.15 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 Indoor Lighting
  • 5.1.1 Agricultural Lighting
  • 5.1.2 Commercial
    • 5.1.2.1 Office
    • 5.1.2.2 Retail
    • 5.1.2.3 Others
  • 5.1.3 Industrial and Warehouse
  • 5.1.4 Residential
• 5.2 Outdoor Lighting
  • 5.2.1 Public Places
  • 5.2.2 Streets and Roadways
  • 5.2.3 Others
• 5.3 Automotive Utility Lighting
  • 5.3.1 Daytime Running Lights (DRL)
  • 5.3.2 Directional Signal Lights
  • 5.3.3 Headlights
  • 5.3.4 Reverse Light
  • 5.3.5 Stop Light
  • 5.3.6 Tail Light
  • 5.3.7 Others
• 5.4 Automotive Vehicle Lighting
  • 5.4.1 2 Wheelers
  • 5.4.2 Commercial Vehicles
  • 5.4.3 Passenger Cars
• 5.5 Country
  • 5.5.1 United States
  • 5.5.2 Rest of North America

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 ACUITY BRANDS, INC.
  • 6.4.2 Current Lighting Solutions, LLC.
  • 6.4.3 GRUPO ANTOLIN IRAUSA, S.A.
  • 6.4.4 KOITO MANUFACTURING CO., LTD.
  • 6.4.5 LEDVANCE GmbH (MLS Co Ltd)
  • 6.4.6 Marelli Holdings Co., Ltd.
  • 6.4.7 OSRAM GmbH.
  • 6.4.8 Signify (Philips)
  • 6.4.9 Stanley Electric Co., Ltd.
  • 6.4.10 Valeo

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