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

南美汽車 LED 照明市場規模預計在 2025 年為 1.635 億美元，預計到 2030 年將達到 3.049 億美元，預測期內（2025-2030 年）的複合年成長率為 13.27%。

車頭燈預計將佔據最大市場佔有率

• 從以金額為準，2023 年前照燈將佔據大部分佔有率，其次是霧燈和方向燈。預測期內，頭燈和轉向訊號燈的市場佔有率預計會增加。採用的主要原因是為了提高能源效率和預防事故。儘管價格昂貴，但用作車頭燈的 LED 照明將繼續獲得市場佔有率，因為它們可以將消費量降低 60%。裡約等城市地區的路面坑洞是造成 90% 交通事故的原因，因此人們使用 LED 頭燈來防止這種情況發生。
• 從銷售佔有率來看，2023年轉向訊號燈（DSL）將佔多數，其次是頭燈和霧燈。在南美，由於事故率高、購買者數量眾多，乘用車目前佔據了大部分市場。拉丁美洲和加勒比地區 (LAC) 的道路安全狀況不佳，每年導致近 13 萬人死亡和 600 萬人受傷，包括缺乏足夠的 DSL。由於這些因素，對此類照明的需求量龐大，預計未來幾年還會出現成長。
• 南美國家的電動車政策是電動車銷售的一大趨勢，間接帶動LED照明的需求。哥斯達黎加的目標是到2050年，實現新銷售的輕型汽車、100%的公車和計程車均為零排放汽車。智利的目標是到2035年，新銷售的輕型車、城市公車和計程車中100%都將是電動車。這些因素預計將提振市場。

南美洲汽車 LED 照明市場趨勢

電動車銷售成長推動 LED 市場

• 預計2022年南美汽車總產量將達512萬輛，2023年將達543萬輛。疫情和小零件短缺對拉丁美洲汽車產業產生了重大影響。受新冠疫情影響，拉丁美洲兩大汽車製造國墨西哥和巴西4月產量驟降99%，總合僅生產了5,569輛汽車。墨西哥對美國出口的依賴程度高於其他國家，4 月該國僅向美國出口了 27,889 輛汽車。巴西對國內市場更感興趣。不過，對阿根廷的出口很多。出口下降了77%。汽車產量下降影響了汽車產業對LED照明的需求。
• 南美汽車製造商包括福特馬達、通用汽車、本田、寶馬、飛雅特、雪佛蘭和標緻。在拉丁美洲，電動車正在興起。例如，拉丁美洲的高檔汽車購買者正在推動電動車銷量的成長。 2021 年該地區售出了近 25,000 輛電動車，是 2020 年銷量的兩倍多。從墨西哥到智利，電動車銷量佔 2021 年汽車總銷量的 0.7%，但不同地區有所不同。巴西的註冊數量最多（13,000 輛），哥斯大黎加所佔比例最高（所有註冊車輛中 2.7% 為插電式汽車）。因此，隨著越來越多的人使用電動車，汽車產業對 LED 照明的需求預計將會成長。

政府為促進該地區電動車銷售而採取的措施正在推動 LED 市場的發展

• 預計南美洲電動車市場將大幅成長。 2022年上半年，該地區九個國家的電動和混合動力汽車汽車銷量超過6.7萬輛。同期拉丁美洲八國銷售額成長了37.7%。巴西佔南美汽車市場總量的一半以上。 2022 年巴西市場的汽車銷量為 917,942 輛，其中 3,843 輛（0.4%）為純電動車，19,764 輛為混合動力汽車，包括 HEV 和 PHEV。
• 該地區的發展受到多種因素的推動，包括政府獎勵計劃、傳統燃料價格上漲以及電動車車型日益普及。此外，隨著充電基礎設施的擴大以及對低排放貨車和輕型卡車的需求不斷成長，南美的電動車銷售也得到了推動。 2022年2月，電氣化數位化城市基礎設施生態系統及能源效率服務供應商Enel X SRL在智利開設了拉丁美洲首個“電動車服務站”，為所有以電力為主要能源來源的車輛提供支援。
• 智利政府正在製定標準來規範電動車的發展。智利政府於 2021 年宣布，從 2035 年起，智利銷售的所有汽車都將是電動車。 2022年11月，比亞迪與巴西巴伊亞州卡馬薩里市政府簽署意向書，成立電動車及電池原料製造廠。其中兩條生產線將於 2024 年 10 月運作運作，另一條將於 2025 年 1 月投入營運。因此，上述案例將由於電動車需求的成長而導致新發電廠的開發和生產，從而推動該地區對汽車 LED 的需求。

南美洲汽車LED照明產業概況

南美洲汽車LED照明市場比較集中，前五大公司佔了134.33%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
  • 阿根廷
  • 巴西
• 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）
  • ASX Iluminacao
  • HELLA GmbH & Co. KGaA
  • HYUNDAI MOBIS
  • KOITO MANUFACTURING CO., LTD.
  • Marelli Holdings Co., Ltd.
  • NAOEVO Lighting
  • OSRAM GmbH.
  • SHOCKLIGHT
  • 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 South America Automotive LED Lighting Market size is estimated at 163.5 million USD in 2025, and is expected to reach 304.9 million USD by 2030, growing at a CAGR of 13.27% during the forecast period (2025-2030).

Headlights are expected to hold the highest market share

• In terms of value, in 2023, headlights accounted for the majority share, followed by fog lights and directional signal lights. The market share for headlights and directional signal lights is expected to increase during the forecast period. The major reason for their adoption is the energy efficiency and accident prevention. Irrespective of its high price, the market share will increase as LED lighting used as headlights provides a 60% decrease in energy consumption. Potholes in city streets, such as Rio, are the cause of 90% of traffic accidents, and LED headlights are adopted to prevent them.
• In terms of volume share, in 2023, directional signal lights (DSL) accounted for a majority share, followed by headlights and fog lights. In South America, passenger cars currently have the majority share due to the high accident rate and number of buyers in the region. The lack of road safety in Latin America and the Caribbean (LAC) results in nearly 130,000 deaths and six million injuries per year, which also includes a lack of proper DSL. Such a factor indicates major volume demand for such lighting and is expected to increase in the coming years.
• EV policy in South American countries is the major trend adoption for EV sales, which is indirectly increasing the demand for LED lighting. In Costa Rica, 100% of new light vehicle sales and 100% of buses and taxis will be ZEVs (Zero Emission Vehicles) by 2050. In Chile, 100% of new sales of light-duty vehicles, urban buses, and taxis will be EVs by 2035. Such factors are expected to boost the market.

South America Automotive LED Lighting Market Trends

Increasing EV sales to drive the LED market

• The total automobile vehicle production in South America was 5.12 million units in 2022, and it was expected to reach 5.43 million units in 2023. The pandemic and the lack of micro components have had a significant impact on the automotive sector in Latin America. Due to the COVID-19 pandemic, leading two auto producers in Latin America, Mexico, and Brazil had an astounding 99% drop in April, producing just 5,569 vehicles in total. Only 27,889 vehicles were sent from Mexico in April, which is more reliant on exports to the United States than any other country. Brazil is more concerned with its own local market. However, it exports a lot to Argentina. Exports decreased by 77%. The demand for LED lighting in the automotive business was impacted by the decline in auto production.
• South American automakers include Ford Motor Company, General Motors Company, Honda, BMW, Fiat, Chevrolet, and Peugeot. In Latin America, the number of EVs is increasing. For instance, premium car buyers in Latin America are driving an increase in the sales of electric vehicles. Nearly 25,000 EVs were sold in the area in 2021, more than double the amount sold in 2020. From Mexico to Chile, EV sales made up 0.7% of all automobile sales in 2021, with regional variations. Brazil sold the most units (13,000), and Costa Rica had the highest percentage (2.7% of all vehicles sold had a plug). Therefore, it is anticipated that the need for LED lighting in the automobile industry will expand as more people adopt EVs.

The LED market is driven by government initiatives propelling EV sales in the region

• The South American EV market is predicted to rise significantly. In the first half of 2022, 9 countries in the region saw electric and hybrid vehicle sales of more than 67,000 vehicles. In the same period, sales percentage increased by 37.7% in 8 Latin American countries. Brazil accounts for well over half the entire South American vehicle market. In 2022, the Brazilian market saw 917,942 vehicle sales, of which 3,843 were BEVs (0.4%) and 19,764 were hybrids, including both HEVs and PHEVs.
• The region is driven by a combination of factors that include government incentive programs, rising prices for conventional fuels, and a wider range of available EV models. Also, EV sales in South America have been boosted by an expansion of charging infrastructure and increased demand for low-emission vans and small trucks. In February 2022, Enel X SRL, which provides electrified and digitalized urban infrastructure ecosystem and energy efficiency services, opened the first "EV Service Station" in Latin America, located in Chile, to support any vehicle that uses electricity as its primary energy source.
• The Chilean government is setting the standard for EV development regulations. Chile's government stated in 2021 that all vehicles sold in Chile after 2035 will be electric. In November 2022, BYD signed a statement of intent with the municipal government of Camacari in the Brazilian state of Bahia to establish a manufacturing plant for electric vehicles and raw battery materials. Two of its production lines will be operational by October 2024, and the other line will go live in January 2025. 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 region.

South America Automotive LED Lighting Industry Overview

The South America Automotive LED Lighting Market is fairly consolidated, with the top five companies occupying 134.33%. 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 Argentina
  • 4.11.2 Brazil
• 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 ASX Iluminacao
  • 6.4.2 HELLA GmbH & Co. KGaA
  • 6.4.3 HYUNDAI MOBIS
  • 6.4.4 KOITO MANUFACTURING CO., LTD.
  • 6.4.5 Marelli Holdings Co., Ltd.
  • 6.4.6 NAOEVO Lighting
  • 6.4.7 OSRAM GmbH.
  • 6.4.8 SHOCKLIGHT
  • 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