全新出刊！TrendForce 2026全球LED照明市场趋势分析报告

Core Insights - The global LED lighting market is expected to transition from decline to stability by 2026, with a significant reduction in the annual decline rate as end-user inventory returns to healthy levels and overall demand stabilizes [2][4] - The focus of competition in the lighting industry is shifting from price competition to the value of application scenarios and system integration capabilities [2] General Lighting Market - The industrial and outdoor segments are projected to be the main growth drivers for the general lighting market in 2026, supported by investments in defense, aerospace, nuclear power, and LNG, as well as the acceleration of AI data center construction [5] - Despite being in an adjustment phase, specific sub-segments within general lighting are showing strong growth potential, particularly in industrial lighting [5] Regional Analysis - Europe remains the largest market for LED lighting, followed by North America and Asia-Pacific, with a CAGR of 2.3% from 2025 to 2030 driven by mandatory energy-saving renovations [6] - The Asia-Pacific region, especially Southeast Asia, is expected to maintain positive growth, with a CAGR of 3.6% from 2025 to 2030 [6] Smart Lighting Market - The smart lighting market is transitioning from specification competition to focusing on scenario and human-centric value, with a projected market size of $21.785 billion by 2030 and a CAGR of 13.6% from 2025 to 2030 [8] - The integration of AI, SDL, and IoT technologies is transforming lighting products into key nodes for smart living, urban governance, and industrial digitalization [8] Agricultural Lighting - The agricultural lighting market is experiencing regional differentiation, with Europe showing growth potential driven by energy regulations and high-efficiency products, while North America faces challenges [9] - The LED plant lighting market is expected to reach $1.365 billion in 2025, with a 4% year-over-year growth [9] Packaging Market - The packaging market for LED lighting is expected to stabilize in 2026 after a prolonged period of price decline, with a shift towards higher quality products [14] - The overall LED lighting industry is anticipated to complete a phase of bottoming out in 2026 and begin to recover in 2027, with a projected market size of $37.34 billion by 2030 and a CAGR of 2.5% from 2025 to 2030 [14] Manufacturer Revenue - The total revenue of the top 20 global lighting manufacturers is projected to decline to $23.355 billion in 2025, a decrease of 2%, with the top five companies remaining stable in their rankings [11] - Companies focusing on high-tech segments are expected to perform better, with firms like Warom and Glamox Group showing growth due to their specialization in industrial and marine lighting [12]