表紙:LED照明・コネクテッド照明の世界市場
市場調査レポート
商品コード
1039336

LED照明・コネクテッド照明の世界市場

LEDs and the Worldwide Market for Connected Lighting

出版日: | 発行: CSIL Centre for Industrial Studies | ページ情報: 英文 189 Pages | 納期: 即日から翌営業日

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本日の銀行送金レート: 1EUR=130.63円
LED照明・コネクテッド照明の世界市場
出版日: 2021年11月30日
発行: CSIL Centre for Industrial Studies
ページ情報: 英文 189 Pages
納期: 即日から翌営業日
  • 全表示
  • 概要
  • 目次
概要

ハイライト

世界の照明市場 (照明器具やランプを含む) の市場規模は、2020年に1,036億米ドルになると予測されてています。

照明市場は2020年には5.8%減少しますが、2021年にはすでに、2018年・2019年とほぼ同水準 (6.5%増) で回復しています。2022年はさらに5%成長し 、2023年には3.8%、2024年も3.3%成長する見通しです。

コネクテッド照明器具は2021年現在、販売量の約6%、在庫の約3%を占めていますが、2023年にはLED照明の販売の約9%、設置済みLED照明在庫の約4.5%に達する見込みです。

当レポートでは、世界のLED照明・コネクテッド照明の市場について分析し、市場の全体的な動向見通しや最新情勢、国際貿易の動向、種類別・用途別および地域別の詳細動向、販売チャネルと収益性、主要企業のプロファイルと業績動向などを調査しております。

主要企業

Acuity Brands、Alto Lighting、Amerlux、AW Rostamani、3F Lighting、Artemide、Bajaj、Beacon Lighting、Beghelli、BioLED、Briloner、CG Crompton、Cree Lighting、Daiko、Debbas、Delta Light、Dialight、Dien Quang、Ecosense、Eglo、Endo、Erco、Everlight、Experience Brands、Fagerhult、Finelite、Flos、Fluence Bioengineering、Focal Point、FSL Lighting、GE Current、Glamox、Hannochs、Home Depot、Hubbell、Huda Lighting、iGuzzini、Ikea、Inesa Feilo、Intense、Intral、Intra Lighting、Iris Oyhama、Iwasaki、Klite、Koizumi、Ledvance、Leedarson、Legrand、Leviton、L&E、Linea Light、LSI、Lumenpulse、Lumens、MLS、Lianovation、Lumicenter、Nationstar、Nikkon、Nouran、NVC、Occhio、Ocean's King、Opple、Orient Electric、Osram Digital Solutions、Otsuka Kagu、Pak Lighting、Panasonic Life Solutions、Platek、Racer、Ragni、RangDong、Regent、RZB、San'An、Schreder、SengLed、Signify、SLV、Syska、Taschibra、Tospo、Trilux、Unilumin、Yankon、Waldmann、Wooree Lighting、Zubair Electric、Zumtobel

分析対象地域・国 (全70ヶ国)

  • 北米:カナダ、メキシコ、米国。
  • 中南米:アルゼンチン、ブラジル、チリ、コロンビア、ベネズエラ
  • EU諸国 (27) +英国、ノルウェー、スイス:オーストリア、ベルギー (ルクセンブルグを含む) 、ブルガリア、クロアチア、キプロス、チェコ、デンマーク、エストニア、フィンランド、フランス、ドイツ、ギリシャ、ハンガリー、アイルランド、イタリア、ラトビア、リトアニア、マルタ、オランダ、ノルウェー、ポーランド、ポルトガル、ルーマニア、スロバキア、スロベニア、スペイン、スウェーデン、スイス、英国
  • ロシア、セルビア、トルコ、CIS諸国:ベラルーシ、カザフスタン、ロシア、セルビア、トルコ、ウクライナ
  • 中国
  • インド
  • 日本
  • アジア太平洋:オーストラリア、インドネシア、マレーシア、ニュージーランド、フィリピン、シンガポール、韓国、台湾、タイ、ベトナム
  • 中東・アフリカ:アルジェリア、バーレーン、エジプト、イスラエル、ヨルダン、クウェート、レバノン、モロッコ、オマーン、カタール、サウジアラビア、南アフリカ、チュニジア、アラブ首長国連邦

目次

用語・分析手法

第1章 基本データと活動の傾向

  • 照明市場:基本データ
  • 活動動向 (2014年~2024年)
  • LED照明の進化:年間販売 (2014年~2024年)
  • LED照明:推定在庫
  • LED接続アイテムの推定在庫
  • 規格と技術
  • IP (知的財産) 特許

第2章 国際貿易

  • 照明器具
  • ランプ
  • 世界のランプの貿易と年間変動率 (単位:10億米ドル、2014年~2021年)
  • 世界のLEDランプの貿易と年間変動率:全体 (単位:10億米ドル、2017年~2021年)

第3章 主な製品と傾向

第4章 セグメントと用途

第5章 プロジェクト、卸売、その他の流通チャネル

第6章 収益性

第7章 世界市場の競合:上位50社

  • LED照明市場:全体
  • 住宅用・ホスピタリティ施設用LED照明市場
  • 商業施設用LED照明市場:オフィス用ソリューション、医療機関、学校、その他の公共施設
  • 商業施設用LED照明市場:小売店舗用ソリューション、美術館、エンターテインメント用ソリューション
  • 産業施設用LED照明市場
  • 屋外用LED照明市場:住宅、建築、クリスマス照明用ソリューション
  • 屋外用LED照明市場:街路照明、トンネル、エリア照明用ソリューション
  • LEDランプ

第8章 地域分析:活動傾向と市場シェア

  • 欧州
    • 活動動向
    • 市場シェア
  • ロシア、セルビア、トルコ、CIS諸国
  • 北米
  • 中南米
  • 中国
  • インド
  • 日本
  • アジア太平洋
  • 中東・アフリカ

第9章 サプライチェーン (注記)

  • パッケージ型LED・チップのサプライヤー
  • LEDドライバ
  • LEDモジュール
目次
Product Code: S.52

The Report LEDs and the worldwide market for connected lighting, now at its XII edition, is structured in 9 chapters .

The Report provides in the first chapter estimated data on consumption of total lighting and LED-based lighting for the years 2014-2020 and forecasts for the years 2021-2024 . After an analysis of world trade of lighting fixtures and lamps (second chapter) a quantification in volume of main products and reference prices is provided. Products considered include: downlights, recessed, spotlights, lamps, panels, strips, linear lighting, decorative luminaires, suspensions, wall washers, high bays, steps and bollards, outdoor projectors, pole mounted (third chapter).

An analysis of main destination segments follows (fourth chapter): Residential/Consumer, Hospitality, Retail, Office, Institutional, Healthcare, Art & Museum, Industrial, Hazardous environment, Architectural outdoor lighting, Street and Tunnel lighting.

Estimated stock of LED lighting and connected items is also provided.

Follow an analysis of distribution channels (projects, specialists, lifestyle, DIY, wholesalers, e-commerce) and profitability (EBITDA, ROE, ROA) for 100 players (chapters five and six).

Chapter 7 shows market shares of top 50 players for LED Lighting as a whole, and by segment : Residential and Hospitality, Office/Healthcare/public premises, Retail/Entertainment/Art Venues, Industrial, Residential/Architectural outdoor, Street/Area/Tunnel lighting.

Chapter 8 shows market shares of top 50 players in the LED lighting arena by geographic area : Europe, Russia/Turkey and CIS Countries, North America, Central-South America, China, India, Japan, Asia Pacific, Middle East and Africa

A note on main suppliers of LED packaged and chips, LED drivers and modules is provided as chapter 9.

Research tools: 200 interviews with manufacturers and retailers of lighting fixtures worldwide, trade data, balance-sheets, IP patents, geolocalization, web analysis and 30-years of CSIL experience in the Lighting sector.

The geographical classification of the 70 monitored countries is as follows:

  • North America: Canada, Mexico and the United States;
  • Central and South America: Argentina, Brazil, Chile, Colombia, Venezuela;
  • European Union (27) + United Kingdom, Norway and Switzerland: Austria, Belgium (including Luxembourg), Bulgaria, Croatia, Cyprus, Czech Republic, Denmark, Estonia, Finland, France, Germany, Greece, Hungary, Ireland, Italy, Latvia, Lithuania, Malta, Netherlands, Norway, Poland, Portugal, Romania, Slovakia, Slovenia, Spain, Sweden, Switzerland, United Kingdom;
  • Russia, Serbia, Turkey and CIS Countries: Belarus, Kazakhstan, Russia, Serbia, Turkey, Ukraine;
  • China;
  • India;
  • Japan;
  • Asia Pacific; Australia, Indonesia, Malaysia, New Zealand, Philippines, Singapore, South Korea, Taiwan, Thailand, Vietnam;
  • Middle East and Africa: Algeria, Bahrain, Egypt, Israel, Jordan, Kuwait, Lebanon, Morocco, Oman, Qatar, Saudi Arabia, South Africa, Tunisia, United Arab Emirates;

Considered segments and products:

  • Residential/Consumer lighting fixtures includes indoor products such as floor and table lighting, suspensions, chandeliers, wall lighting, but also spot lights or downlights when used for application in the house. Residential outdoor is aggregated in the "Outdoor" segment and should account not much more than 5% on a total (indoor+outdoor) residential lighting market.
  • Commercial/Architectural lighting fixtures includes indoor products for Hospitality (hotels, restaurants.), Offices, Shops ("big box", luxury), museums and other places of entertainment, Institutions and big infrastructures (schools, airports...), including downlights, low and high voltage spotlights and professional projectors, decorative lighting with size or other characteristics designed for markets like hotels, shops, offices, restaurants.
  • Industrial lighting fixtures includes indoor products for industrial plants, warehouses, weather resistant and explosion-proof lighting, emergency lighting, marine and healthcare lighting.
  • Outdoor lighting fixtures includes garden lighting and architectural lighting for common spaces in residential building (together as "Residential"), architectural lighting for city centres ("city beautification"), street lighting and lighting for major roads (pole mounted), lighting for tunnels and galleries, campus/area lighting (sporting plants, petrol stations, and other "large area" spaces), Christmas and special events lighting.
  • Lamps

Highlights:

The worldwide market for lighting , including lighting fixtures and lamps, is estimated by CSIL to be worth USD 103.6 billion in 2020.

Lighting market is lowering in 2020 (-5.8%) to rebound already this year, 2021 , approximately at the same level of 2018 and 2019 (+6.5%). CSIL forecasts a further growth (+5%) for 2022 as well as for 2023 (+3.8%) and 2024 (+3.3%).

Connected luminaires weight today (2021) around 6% on sales (in quantity) and 3% on stock, to reach in 2023 respectively 9% on LED lighting sales and 4.5% on installed LED lighting stock.

Top 50 LED lighting manufacturers hold a worldwide share in excess of 40%.

EBITDA margin (gross earnings on revenue) in the sector is stable around 10%. After the peak of 2010-2014 the number of new IP (intellectual property) patents released on the topic Lighting is slowing down.

Selected Companies

Acuity Brands, Alto Lighting, Amerlux, AW Rostamani, 3F Lighting, Artemide, Bajaj, Beacon Lighting, Beghelli, BioLED, Briloner, CG Crompton, Cree Lighting, Daiko, Debbas, Delta Light, Dialight, Dien Quang, Ecosense, Eglo, Endo, Erco, Everlight, Experience Brands, Fagerhult, Finelite, Flos, Fluence Bioengineering, Focal Point, FSL Lighting, GE Current, Glamox, Hannochs, Home Depot, Hubbell, Huda Lighting, iGuzzini, Ikea, Inesa Feilo, Intense, Intral, Intra Lighting, Iris Oyhama, Iwasaki, Klite, Koizumi, Ledvance, Leedarson, Legrand, Leviton, L&E, Linea Light, LSI, Lumenpulse, Lumens, MLS, Lianovation, Lumicenter, Nationstar, Nikkon, Nouran, NVC, Occhio, Ocean's King, Opple, Orient Electric, Osram Digital Solutions, Otsuka Kagu, Pak Lighting, Panasonic Life Solutions, Platek, Racer, Ragni, RangDong, Regent, RZB, San'An, Schreder, SengLed, Signify, SLV, Syska, Taschibra, Tospo, Trilux, Unilumin, Yankon, Waldmann, Wooree Lighting, Zubair Electric, Zumtobel.

TABLE OF CONTENTS

WORLD MARKET FOR LED AND CONNECTED LIGHTING

Terminology and methodological notes

1. BASIC DATA AND ACTIVITY TREND

  • 1.1. Lighting market: basic data
    • Table 1.1: Total world. Total lighting market* by country or geographic area, estimates 2020. USD million
  • 1.2. Activity trend, 2014-2024
    • Table 1.2: Total world. TOTAL LIGHTING FIXTURES market by country or geographic area, 2014-2020 estimated data and 2021-2024 forecasts. USD million
  • 1.3. LED lighting evolution, 2014-2024: yearly sales
    • Table 1.3: Total world. LED-BASED LIGHTING FIXTURES market by country or geographic area, 2014-2020 estimated data and 2021-2024 forecasts. USD million
    • Table 1.4: Total world. LED-BASED LIGHTING FIXTURES market by country or geographic area, 2014-2020 estimated data and 2021-2024 forecasts. % share in value on total lighting
    • Table 1.5: Total world. LED-BASED LIGHTING FIXTURES market by country or geographic area, 2014-2020 estimated data and 2021-2024 forecasts. % yearly change
    • Figure 1.1: Total world. TOTAL LIGHTING FIXTURES and LED-BASED LIGHTING FIXTURES market, 2014-2020 estimated data and 2021-2024 forecasts. USD billion
    • Figure 1.2: Total world. TOTAL LIGHTING FIXTURES and LED-BASED LIGHTING FIXTURES market, 2014-2020 estimated data and 2021-2024 forecasts. % yearly change
  • 1.4. LED lighting: estimated stock
    • Table 1.6: Total world. Stock of LED luminaires and connected items, 2018-2020 estimated data and 2021-2023 forecasts
  • 1.5. Estimated stock of LED connected items
    • Table 1.7: Total world. Estimated sales of LED-based lighting and connected items by country or geographic area, 2020
    • Table 1.8: Total world. Estimated sales of LED-based lighting and connected items by segment, 2020
    • Table 1.9: Total world. Estimated sales of LED-based lighting and connected items for a sample of companies, 2020
  • 1.6. Standards and technologies
  • 1.7. Intellectual property patents
    • Figure 1.3: Total world. Lighting. Number of living Patents for year, 2001-2020
    • Table 1.10: Total world. Lighting. Living patents for a sample of lighting payers
    • Table 1.11: Total world. Lighting. A sample of patents released during the last two years

2. INTERNATIONAL TRADE

  • 2.1. Lighting fixtures
    • Table 2.1: Exports of lighting fixtures in 70 countries grouped by geographic areas, 2014-2020. USD million
    • Figure 2.1: Six major exporting countries of lighting fixtures. Exports, 2014-2020. US$ million
    • Table 2.2: Imports of lighting fixtures in 70 countries grouped by geographic areas, 2014-2020. USD million
    • Figure 2.2: Six major importing countries of lighting fixtures. Imports, 2014-2020. US$ million
    • Figure 2.3: World trade of lighting fixtures, 2014-2021*. USD billion and % yearly change
  • 2.2. Lamps
    • Figure 2.4: World trade of lamps. US$ billion and % yearly change
  • World trade of total lamps, 2014-2021*. US$ billion and % yearly change
  • World trade of LED lamps, 2017-2021*. US$ billion and % yearly change
    • Table 2.5: Exports of LED lamps in 70 countries, 2017-2020
    • Table 2.6: Imports of LED lamps in 70 countries, 2017-2020

3. MAIN PRODUCTS AND TREND

  • Table 3.1: Total world. LED-BASED LIGHTING. Reference prices by main products, 2021. USD
  • Table 3.2: Total world. Estimated consumption of LED-based lighting fixtures and LED lamps by products and by price range, 2020. Values, average prices and quantities. USD billion, USD and Thousand units
  • Table 3.3: Total world. LED Lamp and Luminaire Price Projections Application Submarket ($/klm)
  • Table 3.4: Total world. Architectural and industrial indoor lighting. Estimated sales breakdovn by product for a sample of LED lighting manufacturers. % share in value

4. SEGMENTS AND APPLICATIONS

  • Table 4.1: Total world. TOTAL LIGHTING FIXTURES market by segment, 2014-2020 estimated data and 2021-2024 forecasts. USD million, % yearly change and % share in value
  • Table 4.2: Total world. LED-BASED LIGHTING FIXTURES market by segment, 2014-2020 estimated data and 2021-2024 forecasts. USD million, % yearly change and % share in value
  • Table 4.3: Total world. Estimated consumption of lighting fixtures by destination/application, 2020: TOTAL LIGHTING FIXTURES and LED-BASED LIGHTING FIXTURES. USD Million and % share in value
  • Table 4.4: Total world. Architectural indoor lighting. Estimated sales breakdovn by destination/application for a sample of LED lighting manufacturers. % share in value
  • Table 4.5: Total world. Industrial lighting and specialty products. Estimated sales breakdovn by application for a sample of LED lighting manufacturers. % share in value
  • Table 4.6: Total world. Outdoor lighting. Estimated sales breakdovn by application for a sample of 60 LED lighting manufacturers. % share in value

5. PROJECTS, WHOLESALES AND OTHER DISTRIBUTION CHANNELS

  • Figure 5.1: Total world. Breakdown of lighting fixtures sales by distribution channel, 2016-2018-2020. % share in value
  • Table 5.1: Total world. Estimated lighting fixtures sales breakdown by distribution channel for a sample of LED lighting manufacturers. % share in value

6. PROFITABILITY

  • Table 6.1: Total world. EBITDA margin (%) in a sample of 100 lighting manufacturers, 2016-2020. Ranking by Operating revenue (Turnover), last available year
  • Table 6.2: Total world. Profitability indicators (ROE, ROCE, ROA, EBIT, EBITDA) in a sample of 100 lighting manufacturers, last year available, % Ranking by Operating revenue (Turnover)

7. WORLDWIDE COMPETITION: TOP 50 PLAYERS

  • 7.1. Total LED lighting market
    • Table 7.2: Total world. Total LED-based lighting sales* and market shares of 50 among the leading companies
    • Table 7.3: Total world. LED-based lighting fixtures sales and market shares of 50 among the leading companies
  • 7.2. Residential and Hospitality LED lighting market
    • Table 7.4: Total world. Residential + Hospitality: LED-based lighting fixtures sales and market shares of 50 among the leading companies
  • 7.3. Commercial LED lighting market: Office solutions, Healthcare, Schools and other Public premises
    • Table 7.5: Total world. Office + Schools/infrastructures + Healthcare: LED-based lighting fixtures sales and market shares of 50 among the leading companies
  • 7.4. Commercial LED lighting market: Retail solutions, Art & Museum, Entertainment solutions
    • Table 7.6: Total world. Retail + Museums & other art venues + Entertainment places: LED-based lighting fixtures sales and market shares of 50 among the leading companies
  • 7.5. Industrial LED lighting market
    • Table 7.7: Total world. Industrial: LED-based lighting fixtures sales and market shares of 50 among the leading companies
  • 7.6. Outdoor LED lighting market: Residential, Architectural and Christmas lighting solutions
    • Table 7.8: Total world. Residential outdoor + Architectural outdoor + Christmas/Events: LED-based lighting fixtures sales and market shares of 50 among the leading companies
  • 7.7. Outdoor LED lighting market: Street lighting, Tunnel and Area lighting solutions
    • Table 7.9: Total world. Streets/major roads + Tunnels/galleries + Sporting plants/large areas: LED-based lighting fixtures sales and market shares of 50 among the leading companies
  • 7.8. LED lamps
    • Table 7.10: Total world. LED Lamps sales and market shares of 50 among the leading companies

8. REGIONAL REPORTS: ACTIVITY TREND AND MARKET SHARES

  • 8.1. Europe
    • Activity trend
      • Figure 8.1: European Union (27) + Norway, Switzerland and the United Kingdom. LED-based lighting fixtures sales, 2014-2020 estimated data and 2021-2024 forecasts. USD million, % share in value and % yearly change
    • Market shares
      • Table 8.1: Total LED-based lighting sales* in Europe and market shares of 50 among the leading companies
  • 8.2. Russia, Serbia, Turkey and CIS countries
    • Activity trend
      • Figure 8.2: Russia, Serbia, Turkey and CIS countries. LED-based lighting fixtures sales, 2014-2020 estimated data and 2021-2024 forecasts. USD million, % share in value and % yearly change
    • Market shares
      • Table 8.2: Total LED-baed lighting sales* in Russia, Serbia, Turkey and CIS Countries and market shares of 50 among the leading companies
  • 8.3. North America
    • Activity trend
      • Table 8.3: USA. Installed Stock Projections for the Current SSL Path Scenario (Million Lamp Systems), 2017-2035
      • Figure 8.3: North America. LED-based lighting fixtures sales, 2014-2020 estimated data and 2021-2024 forecasts. USD million, % share in value and % yearly change
    • Market shares
      • Table 8.4: Total LED-baed lighting sales* in North America and market shares of 50 among the leading companies
  • 8.4. Central-South America
    • Activity trend
      • Figure 8.4: Central-South America. LED-based lighting fixtures sales, 2014-2020 estimated data and 2021-2024 forecasts. USD million, % share in value and % yearly change
    • Market shares
      • Table 8.5: Total LED-baed lighting sales* in Central-South America and market shares of 50 among the leading companies
  • 8.5. China
    • Activity trend
      • Figure 8.5: China. LED-based lighting fixtures sales, 2014-2020 estimated data and 2021-2024 forecasts. USD million, % share in value and % yearly change
    • Market shares
      • Table 8.6: Total LED-baed lighting sales* in China and market shares of 50 among the leading companies
  • 8.6 India
    • Activity trend
      • Figure 8.6: India. LED-based lighting fixtures sales, 2014-2020 estimated data and 2021-2024 forecasts. USD million, % share in value and % yearly change
    • Market shares
      • Table 8.7: Total LED-baed lighting sales* in India and market shares of 50 among the leading companies
  • 8.7. Japan
    • Activity trend
      • Figure 8.7: Japan. LED-based lighting fixtures sales, 2014-2020 estimated data and 2021-2024 forecasts. USD million, % share in value and % yearly change
    • Market shares
      • Table 8.8: Total LED-based lighting sales* in Japan and market shares of 50 among the leading companies
    • Source: CSIL processing
    • (*) Total LED-based lighting sales include: LED-based Lighting Fixtures sales and LED Lamps sales
  • 8.8. Asia Pacific
    • Activity trend
      • Figure 8.8: Asia Pacific. LED-based lighting fixtures sales, 2014-2020 estimated data and 2021-2024 forecasts. USD million, % share in value and % yearly change
    • Market shares
      • Table 8.9: Total LED-baed lighting sales* in Asia Pacific and market shares of 50 among the leading companies
    • Source: CSIL processing
    • (*) Total LED-based lighting sales include: LED-based Lighting Fixtures sales and LED Lamps sales
  • 8.9. Middle East and Africa
    • Activity trend
      • Figure 8.9: Middle East and Africa. LED-based lighting fixtures sales, 2014-2020 estimated data and 2021-2024 forecasts. USD million, % share in value and % yearly change
    • Market shares
      • Table 8.10: Total LED-baed lighting sales* in Middle East and Africa and market shares of 50 among the leading companies
    • Source: CSIL processing
    • (*) Total LED-based lighting sales include: LED-based Lighting Fixtures sales and LED Lamps sales

9. SUPPLY CHAIN (NOTES)

  • 9.1. Suppliers of packaged LED and chips
  • 9.2. LED drivers
  • 9.3. LED modules