美國汽車 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 年美國汽車 LED 照明市場規模為 16.9 億美元，到 2030 年將達到 22.6 億美元，預測期內（2025-2030 年）的複合年成長率為 6.01%。

電動車需求的增加和事故數量的增加正在推動市場成長

• 2020年，新冠疫情導致汽車LED產量下降，汽車半導體短缺。此外，中美貿易戰導致關鍵原料取得困難，影響了供應鏈。
• 從金額佔有率來看，「其他」將在 2023 年佔多數，其次是頭燈 (35.1%)、方向燈 (DSL) (12.7%)、煞車燈、日間行車燈 (DRL)。在研究期間，預計所有照明領域的市場佔有率將保持穩定，而其餘領域的市場佔有率預計將略有下降。隨著事故趨勢上升， LED燈的普及率預計會增加。在美國，2022 年預計將有 46,000 人死於車禍。與大流行前的死亡率相比，這一數字增加了近 22%。
• 從銷售佔有率來看，DSL 將在 2023 年佔據最大佔有率 (26.2%)，其次是頭燈 (17.4%)、其他燈和煞車燈。預計預測期內所有精簡版市場佔有率將保持穩定，而 DSL 將略有下降。
• 在擴張和創新方面，美國是世界領先的汽車生產國。 2022年，美國汽車產業產量約1,006萬輛。其中包括乘用車、輕型商用車、卡車、巴士和長途客車。市場上的主要汽車製造商都致力於擴大電動車的規模。充電和加油基礎設施津貼計畫將在五年內津貼25 億美元。因此，NEV（近場電動車）的成長預計將增加汽車 LED 在市場的滲透率。

美國汽車 LED 照明市場趨勢

汽車升級和電動車的興起將推動 LED 照明的使用增加

• 預計2023年南美汽車產量將達到983萬輛 新冠疫情對全球經濟幾乎所有國家和產業都產生了重大影響。汽車業受到的打擊尤其嚴重，美國汽車銷量從2019年到2020年下降了15%。根據汽車創新聯盟的數據，2020年4月份總產量創下月度新低，該聯盟計算出，截至3月底，美國93%的汽車生產已暫時停止。因此，產量低對 LED 晶片的需求產生了負面影響，而汽車產業需要 LED 晶片來生產 LED 燈。
• 一些頂級美國汽車製造商包括寶馬、福特、通用汽車、本田、現代、起亞、特斯拉、日產、梅賽德斯-奔馳、豐田、大眾和沃爾沃。這些製造商正在不斷升級他們的汽車。近日，2023年4月，沃爾沃為沃爾沃EX90的內裝整修了LED照明。整個系統由 72 個 SunLike LED 組成，安裝在汽車內部，提供接近陽光的感覺。這些技術進步正在推動汽車領域對 LED 擴展的需求。
• 電動車（EV）市場正在迅速擴張，預計未來十年仍將繼續成長。美國電動車銷量從 2011 年佔汽車總銷量的 0.2% 成長到 2021 年的 4.6%。從 2011 年到 2021 年的 10 年間，道路上的電動車數量大幅增加，從約 2.2 萬輛增加到 200 多萬輛。因此，隨著電動車的興起，用於各種電動車應用的半導體晶片的需求也日益成長，這反過來又推動了對 LED 照明的需求。

政府透過稅收優惠和資助電動車充電站對電動車製造業的投資將推動 LED 市場的發展

• 美國正在向電動車邁進。電動車正從汽車產業的異類變成未來的潮流，預計2022年其銷量將成長65%。為進一步擴大規模，政府公佈了2021年1兆美元的基礎設施法案，其中撥款75億美元用於在2030年前額外建設50萬個公共電動汽車充電器，同時也透過為購買在美國組裝的電動車提供7,500美元的稅收優惠來投資電動車製造業。此外，電動車主要參與者之一特斯拉承諾到年終年底將在美國為其所有品牌的電動車提供約 3,500 個超級充電站和 4,000 個二級充電座。
• 2023 年 3 月，拜登-哈里斯政府宣布將開放一項新的數十億美元計畫的申請，用於資助全國城鎮、指定道路、州際公路和主要路線沿線的電動車 (EV) 充電和替代燃料基礎設施。 《兩黨基礎設施法案》建立了新的美國運輸部充電和加油基礎設施（CFI）自由裁量補助計劃，該計劃將在五年內向廣泛的申請者（包括城市、縣、地方政府和部落）提供 25 億美元補助。
• 到2030年，預計喬治亞、肯塔基州和密西根州將佔據美國電動車電池製造的大部分佔有率。這種電動車電池生產能力將促進每年生產 1,000 萬至 1,300 萬輛全電動汽車，使美國成為全球電動車競爭對手。因此，上述案例將因電動車需求的增加而引發新發電廠的開發和生產，從而推動該國對汽車 LED 的需求。

美國汽車LED照明產業概況

美國汽車LED照明市場格局適度整合，前五大廠商合計佔51.04%。該市場的主要企業有：GRUPO ANTOLIN IRAUSA，SA、KOITO MANUFACTURING、Marelli Holdings、OSRAM GmbH。以及史丹利電氣（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
  • 美國
• 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)
  • 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

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）
  • Hyundai Mobis
  • KOITO MANUFACTURING CO., LTD.
  • Marelli Holdings Co., Ltd.
  • Nichia Corporation
  • 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 US Automotive LED Lighting Market size is estimated at 1.69 billion USD in 2025, and is expected to reach 2.26 billion USD by 2030, growing at a CAGR of 6.01% during the forecast period (2025-2030).

Growing demand for EVs and increasing number of accidents drive the market's growth

• In 2020, automotive LED production decreased because of the COVID-19 pandemic, leading to an automotive semiconductor shortage. The supply chain was also being impacted by difficulties in gaining access to key materials because of the China-US trade war.
• In terms of value share, in 2023, others accounted for the majority of the share, followed by headlights (35.1%), directional signal lights (DSL) (12.7%), stoplights, and daytime running lights (DRL). The market share is expected to remain the same for all lighting during the study period, with a small reduction in others. With the rising accident trend, the penetration rate of fog LED lamps is anticipated to rise. In the United States, the number of motor vehicle deaths reached an estimated 46,000 in 2022. Compared to the pre-pandemic death rate, it increased by nearly 22%.
• In terms of volume share, in 2023, DSL accounted for the majority of the share (26.2%), followed by headlights (17.4%), others, and stoplights. The market share is expected to remain the same for all the lights during the forecast period, with a small reduction in DSLs.
• In terms of expansion and innovations, the United States is one of the significant auto-producing nations in the world. In 2022, the auto industry in the United States produced approximately 10.06 million motor vehicles. It includes passenger cars, light commercial vehicles, heavy trucks, buses and coaches. The key automotive manufacturers in the market are focusing on expanding electric vehicles. The Charging and Fueling Infrastructure Grant Program would grant USD 2.5 billion over five years. Thus, the growth in NEVs (neighborhood electric vehicles) would increase the penetration of automotive LEDs in the market.

US Automotive LED Lighting Market Trends

Upgradation of automobiles and more EV are seen on road, indicating more use of LED lights

• The total automobile vehicle production in South America was expected to reach 9.83 million units in 2023. The COVID-19 pandemic significantly impacted almost every nation and sector of the global economy. The automotive industry was particularly exposed and badly affected, with a 15% decline in US vehicle sales from 2019 to 2020. In 2020, the total production in April was the lowest monthly production level, according to the Alliance for Automobile Innovation, which calculated that 93 percent of all automobile production in the United States was temporarily halted by late March. Thus, the low production negatively affected the demand for LED chips required to produce LED lights in the automotive industry.
• The top American automakers include BMW, Ford, General Motors, Honda, Hyundai, KIA, Tesla, Nissan, Mercedes-Benz, Toyota, Volkswagen, Volvo, and many more. These producers upgrade their automobiles constantly. Recently, in April 2023, Volvo renovated the inside of the Volvo EX90 using LED lighting. An entire system of 72 SunLike LEDs was installed inside the car to provide a near-sunlight sensation. Such technical advancement fuels the need to expand LED in the automobile sector.
• The market for electric cars (EVs) has expanded quickly and is anticipated to do so throughout the next ten years. From just 0.2 percent of all car sales in 2011 to 4.6 percent in 2021, electric car sales in the US grew. Over the decade of 2011-21, the number of EVs on the road increased significantly, from around 22,000 to over 2 million. As a result, the need for semiconductor chips used in various EV applications rises along with the popularity of EVs, raising the need for LED illumination.

Government investments in EV manufacturing by providing tax benefits and funding of EV charging stations to drive the LED market

• The United States is turning electric. Electric vehicles are transitioning from an outliner in the automotive industry to the wave of the future, with sales increasing by 65% in 2022. To expand further, the government issued a trillion-dollar infrastructure bill in 2021 that allocates USD 7.5 billion toward building 500,000 more public EV chargers by 2030 and also made investments in EV manufacturing by providing tax benefits of USD 7,500 for purchasing an EV assembled in the US. Also, Tesla, one of the significant players in EVs, committed to delivering around 3,500 of its US Supercharger stations and 4,000 Level 2 charging docks available to all brands of electric vehicles by the end of 2024.
• In March 2023, the Biden-Harris Administration announced the availability of applications for a new multibillion-dollar program to fund electric vehicle (EV) charging and alternative-fuel infrastructure in towns around the country and along designated roads, interstates, and major routes. The Bipartisan Infrastructure Act established the US Department of Transportation's new Charging and Fueling Infrastructure (CFI) Discretionary Grant Programme, which would grant USD 2.5 billion over five years to a wide range of applicants, including cities, counties, local governments, and Tribes.
• By 2030, Georgia, Kentucky, and Michigan are expected to dominate electric vehicle battery manufacturing in the United States. This EV battery manufacturing capacity will facilitate the production of 10 to 13 million all-electric vehicles per year, positioning the United States as a global EV competitor. 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.

US Automotive LED Lighting Industry Overview

The US Automotive LED Lighting Market is moderately consolidated, with the top five companies occupying 51.04%. The major players in this market are GRUPO ANTOLIN IRAUSA, S.A., KOITO MANUFACTURING CO., LTD., Marelli Holdings Co., Ltd., OSRAM GmbH. and Stanley Electric Co., Ltd. (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 United States
• 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 Hyundai Mobis
  • 6.4.4 KOITO MANUFACTURING CO., LTD.
  • 6.4.5 Marelli Holdings Co., Ltd.
  • 6.4.6 Nichia Corporation
  • 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