2025年全球LED照明市场需求承压，智能与高附加值产品成增长亮点

Core Viewpoint - The global LED lighting market is experiencing a downturn, with a projected decline of 4.4% in 2025, reaching a market size of $53.573 billion. Despite overall market weakness, certain segments like high-efficiency, human-centric, smart, and circular lighting are showing growth potential [2][7][12]. General Lighting Market Analysis - The general lighting market continues to decline, with both new installations and renovations slowing down. The overall market is characterized by a "volume and price drop" trend, making it difficult to reverse the downward trajectory [7][16]. - The estimated revenue for the global LED lighting market in 2024 is projected to be $17.961 billion, reflecting a year-over-year decrease of 4% [3]. Smart Lighting Market Analysis - The smart lighting market is accelerating its penetration due to energy-saving policies and consumer demand for dynamic lighting solutions. The global smart lighting market is expected to reach $11.573 billion in 2025, with a year-on-year growth of 19.2% [10][11]. - The demand for smart home lighting products, such as smart bulbs and smart ceiling lights, is rebounding strongly in the consumer market [11]. Agricultural Lighting Market Analysis - The agricultural lighting market is facing pressure on new and replacement demand due to international market changes, particularly in North America. However, the European market is experiencing growth driven by energy regulations [12][13]. - The LED agricultural lighting market is projected to reach $1.366 billion in 2025, with a year-on-year growth of 3.9% [12]. Company Revenue and Market Share - The top 20 global lighting manufacturers are expected to generate $22.947 billion in revenue in 2025, reflecting a year-on-year decrease of 3.9%. The market concentration is increasing, with major players like Signify, Acuity, and Panasonic maintaining stable rankings [15][16]. - The revenue of the top 10 LED lighting companies in 2024 is projected to be $17.961 billion, down 4% from the previous year [3]. Price Trends and Market Dynamics - The average price of LED packaging is declining, driven by international brands adjusting their product structures and pricing strategies to optimize costs and enhance competitiveness [18]. - The LED lighting market's value is expected to drop to $3.325 billion in 2025, a decrease of 7.6% year-on-year [18].