集邦咨询：全球LED照明市场将于2026年迎来由衰转稳的关键过渡期

Group 1: Global LED Lighting Market Overview - The global LED lighting market is expected to transition from decline to stability by 2026, with a significant reduction in annual decline as end-user inventory returns to healthy levels [1] - The competition focus in the lighting industry is shifting from product price competition to the value of application scenarios and system integration capabilities [1] Group 2: General Lighting Market Dynamics - Industrial lighting is projected to be the core growth engine in 2026, driven by investments in defense, aerospace, nuclear power, LNG, and strategic resources, along with accelerated demand for energy infrastructure lighting due to AI data center construction [2] - The European region remains the largest market share, followed by North America and Asia-Pacific, with a CAGR of 2.3% for European LED lighting from 2025 to 2030, primarily driven by mandatory energy-saving renovations [2] Group 3: Smart Lighting Market Trends - The global lighting industry is entering a new phase centered on emotional lighting and human-centric lighting by 2025, shifting competition from physical efficiency to value-driven experiences [3] - The market size is expected to reach $21.785 billion by 2030, with a CAGR of 13.6% from 2025 to 2030, driven by smart and system upgrades in home, outdoor, and industrial applications [3] Group 4: Agricultural Lighting Insights - The LED plant lighting market is projected to reach $1.365 billion in 2025, with a 4% year-over-year growth, driven by energy regulations and high-efficiency products in Europe [4] - The market for agricultural lighting is expected to reach $1.041 billion by 2030, with a CAGR of 4% from 2025 to 2030, influenced by food safety policies and new projects in North America, Asia, and the Middle East [4] Group 5: Manufacturer Revenue Trends - The total revenue of the top 20 global lighting manufacturers is expected to decline to $23.355 billion in 2025, a decrease of 2%, with the top five companies remaining stable in their rankings [5] - Companies focusing on high-tech segments, such as Warom and Glamox Group, are expected to perform better, with revenue growth driven by industrial safety and marine lighting demands [6] Group 6: Lighting Packaging Market Developments - The LED lighting market is facing challenges due to price competition and declining average prices, but is expected to stabilize by 2026 as upstream material costs rise [7] - The overall industry is anticipated to complete a phase of bottoming out by 2026, with a projected market size of $37.34 billion by 2030 and a CAGR of 2.5% from 2025 to 2030 [7]