적외선 LED 칩 : 시장 점유율 분석, 업계 동향 및 통계, 성장 예측(2026-2031년)

According to Mordor Intelligence, the infrared (IR) LED chip market size is expected to increase from USD 1.61 billion in 2025 to USD 1.79 billion in 2026 and reach USD 2.89 billion by 2031, growing at a CAGR of 10.1% over 2026-2031.

This report is Segmented by Wavelength Range (Near Infrared, Short-Wave Infrared, and Extended Infrared), Power Output (Low Power, Medium Power, and High Power), Application (Consumer Electronics, Automotive, Industrial and Machine Vision, Security and Surveillance, and Healthcare and Medical), and Geography. The Market Forecasts are Provided in Terms of Value (USD).

Global Infrared (IR) LED Chip Market Trends and Insights

Rising Adoption In Consumer Electronics

Smartphone makers are repositioning infrared emitters behind organic light-emitting diode displays to enable under-screen facial recognition, a redesign that favors miniaturized chips that deliver high radiant flux through absorptive stack layers. Beyond handsets, tablets, smart speakers, and augmented-reality headsets, 850-nanometer arrays are embedded for gesture recognition and depth mapping. Consumer wearables benefit from FDA-cleared therapy masks that use 830-850-nanometer LEDs to stimulate collagen, widening the total addressable market. Diversification into beauty and wellness reduces dependence on cyclical phone refreshes and supports recurring demand for compact, high-efficiency chips. The result is steady pull-through for the infrared LED chip market as device makers seek thinner packages and tighter wavelength bins to maintain biometric accuracy.

Expansion Of Automotive Driver Monitoring And ADAS Systems

Euro NCAP's 2026 protocol awards up to 25 safety points for eye-tracking driver monitoring, effectively making near-infrared illumination mandatory in passenger cars. U.S. and Chinese regulators are drafting similar language, synchronizing global demand for AEC-Q102 qualified emitters that remain wavelength-stable from -40 °C to 125 °C. Suppliers respond with five-junction laser diodes that lift peak optical power while easing current draw and heat generation, enabling LiDAR modules to detect objects beyond 200 meters. Tier-one integrators have begun high-volume qualification, anchoring multiyear supply agreements that lock in share for leading foundries. These mandates accelerate adoption curves and reinforce the pivotal role of the infrared LED chip market in the safety electronics roadmap.

Intense Price Competition Compressing Margins

Chinese producers lifted average selling prices 5-10% in 2025 to offset raw material inflation, yet global LED packaging revenue still slipped 4%, signaling oversupply in commodity grades. Vertical integration offers partial insulation, with Taiwanese and European incumbents focusing on microLED and laser architectures to escape price wars. Sanan's pending acquisition of Lumileds adds cost synergy that could pressure European automotive LED pricing. Smaller suppliers without differentiated intellectual property face margin squeeze and potential exit, a dynamic that keeps consolidation high throughout the infrared LED chip industry.

Other drivers and restraints analyzed in the detailed report include:

1. Growing Demand For Night-Vision Security And Surveillance Cameras
2. Increasing Use In Healthcare Diagnostics And Wearable Devices
3. Supply-Chain Vulnerability To Gallium And Arsenic Restrictions

For complete list of drivers and restraints, kindly check the Table Of Contents.

Segment Analysis

The near-infrared band between 850-950 nanometers accounted for more than half of the infrared (IR) LED chip market 2025 revenue, reflecting its seamless pairing with low-cost silicon photodetectors and entrenched position in smartphones, automotive driver monitoring, and security cameras. Short-wave infrared devices spanning 1,000-1,700 nanometers are projected to register the fastest growth at 10.68% annually through 2031 as food processors and recyclers adopt hyperspectral sorters that identify polymers and moisture levels invisible to visible-light systems.

Cimbria's SEA.HY sorter and Imec's snapshot imager demonstrate how precise wavelength control improves classification accuracy in real-time processing lines. European Union recycling mandates and North American food-safety regulations act as pull factors, supporting premium pricing for chips with tighter spectral bins. Although extended-infrared solutions beyond 1,700 nanometers cater to aerospace, the higher cost of indium gallium arsenide detectors constrains volume. Continuous innovation in epi-wafer uniformity and packaging heatsinks strengthens the value proposition of short-wave solutions within the broader infrared (IR) LED chip market.

Geography Analysis

Asia-Pacific generated 49.53% of the infrared (IR) LED chip market's 2025 revenue and is on track for an 11.22% CAGR as Chinese, Taiwanese, and South Korean vendors expand epitaxial and packaging capacity. Sanan Optoelectronics posted RMB 8.987 billion (USD 1.24 billion) first-half-2025 revenue, up 17.03%, reflecting deeper penetration into premium automotive and consumer segments. Taiwan's Ennostar shifts toward microLED and vertical-cavity surface-emitting lasers to escape commodity pricing, while Japanese suppliers focus on discrete power devices supporting automotive quality standards. Vertical integration within regional industrial parks compresses cycle times and underpins the infrared LED chip market's competitive cost base.

North America and Europe advance more slowly but play a pivotal role in automotive qualification and defense programs. ams OSRAM secured EUR 227 million (USD 256 million) of EU funding to build a EUR 1.4 billion (USD 1.58 billion) back-end facility in Austria, a strategic hedge against Asian supply risk. Patent cross-licensing between ams OSRAM and Nichia resolves litigation distraction and channels investment into next-generation emitters. These regions also anchor compliance testing for photobiological safety and electromagnetic compatibility, locking in design-wins from global carmakers and medical device firms.

South America, the Middle East, and Africa hold smaller shares but benefit from infrastructure projects that require night-vision surveillance and traffic analytics. The Middle East prioritizes critical-asset protection, supporting large-scale deployments of covert 940 nanometer cameras. European privacy legislation may slow biometric roll-outs, but suppliers able to navigate fragmented regulations capture geographically balanced growth. Consequently, regional dynamics preserve Asia-Pacific's supply dominance while sustaining premium niches elsewhere within the infrared LED chip market.

1. ams OSRAM AG
2. Nichia Corporation
3. Everlight Electronics Co., Ltd.
4. Cree LED
5. Vishay Intertechnology, Inc.
6. Epistar Corporation
7. Lite-On Technology Corporation
8. Lextar Electronics Corporation
9. Kingbright Company, LLC
10. Lumileds Holding B.V.
11. High Power Lighting Corporation
12. EPILEDS Technologies Inc.
13. ROHM Co., Ltd.
14. ON Semiconductor Corporation
15. Ushio Inc.
16. Marktech Optoelectronics
17. Excelitas Technologies Corp.
18. Toyoda Gosei Co., Ltd.
19. Samsung Electronics Co., Ltd.
20. Stanley Electric Co., Ltd.

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

• 1.1 Study Assumptions and Market Definition
• 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET LANDSCAPE

• 4.1 Market Overview
• 4.2 Market Drivers
  • 4.2.1 Rising Adoption in Consumer Electronics
  • 4.2.2 Growing Demand for Night-Vision Security and Surveillance Cameras
  • 4.2.3 Expansion of Automotive Driver Monitoring and ADAS Systems
  • 4.2.4 Increasing Use in Healthcare Diagnostics and Wearable Devices
  • 4.2.5 Integration with SWIR Hyperspectral Imaging for Food and Recycling Sorting
  • 4.2.6 Contactless Smart-Retail Shelves Using Low-Power IR LED Arrays
• 4.3 Market Restraints
  • 4.3.1 Intense Price Competition Compressing Margins
  • 4.3.2 Thermal Management Challenges at High Radiant Flux
  • 4.3.3 Supply-Chain Vulnerability to Gallium and Arsenic Restrictions
  • 4.3.4 Privacy Concerns Limiting Large-Scale Biometric Deployments
• 4.4 Industry Supply-Chain Analysis
• 4.5 Regulatory Landscape
• 4.6 Technological Outlook
• 4.7 Porter's Five Forces Analysis
  • 4.7.1 Bargaining Power of Suppliers
  • 4.7.2 Bargaining Power of Buyers
  • 4.7.3 Threat of New Entrants
  • 4.7.4 Threat of Substitutes
  • 4.7.5 Intensity of Competitive Rivalry
• 4.8 Impact of Macroeconomic Factors on the Market

5 MARKET SIZE AND GROWTH FORECASTS (VALUE)

• 5.1 By Wavelength Range
  • 5.1.1 Near Infrared
  • 5.1.2 Short-Wave Infrared
  • 5.1.3 Extended Infrared
• 5.2 By Power Output
  • 5.2.1 Low Power
  • 5.2.2 Medium Power
  • 5.2.3 High Power
• 5.3 By Application
  • 5.3.1 Consumer Electronics
  • 5.3.2 Automotive
  • 5.3.3 Industrial and Machine Vision
  • 5.3.4 Security and Surveillance
  • 5.3.5 Healthcare and Medical
• 5.4 By Geography
  • 5.4.1 North America
    • 5.4.1.1 United States
    • 5.4.1.2 Canada
    • 5.4.1.3 Mexico
  • 5.4.2 Europe
    • 5.4.2.1 Germany
    • 5.4.2.2 United Kingdom
    • 5.4.2.3 France
    • 5.4.2.4 Italy
    • 5.4.2.5 Spain
    • 5.4.2.6 Russia
    • 5.4.2.7 Rest of Europe
  • 5.4.3 Asia-Pacific
    • 5.4.3.1 China
    • 5.4.3.2 Japan
    • 5.4.3.3 South Korea
    • 5.4.3.4 India
    • 5.4.3.5 Rest of Asia-Pacific
  • 5.4.4 South America
    • 5.4.4.1 Brazil
    • 5.4.4.2 Argentina
    • 5.4.4.3 Rest of South America
  • 5.4.5 Middle East
    • 5.4.5.1 Saudi Arabia
    • 5.4.5.2 United Arab Emirates
    • 5.4.5.3 Rest of Middle East
  • 5.4.6 Africa
    • 5.4.6.1 South Africa
    • 5.4.6.2 Nigeria
    • 5.4.6.3 Rest of Africa

6 COMPETITIVE LANDSCAPE

• 6.1 Market Concentration
• 6.2 Strategic Moves
• 6.3 Market Share Analysis
• 6.4 Company Profiles (includes Global Level Overview, Market Level Overview, Core Segments, Financials as available, Strategic Information, Market Rank/Share, Products and Services, Recent Developments)
  • 6.4.1 ams OSRAM AG
  • 6.4.2 Nichia Corporation
  • 6.4.3 Everlight Electronics Co., Ltd.
  • 6.4.4 Cree LED
  • 6.4.5 Vishay Intertechnology, Inc.
  • 6.4.6 Epistar Corporation
  • 6.4.7 Lite-On Technology Corporation
  • 6.4.8 Lextar Electronics Corporation
  • 6.4.9 Kingbright Company, LLC
  • 6.4.10 Lumileds Holding B.V.
  • 6.4.11 High Power Lighting Corporation
  • 6.4.12 EPILEDS Technologies Inc.
  • 6.4.13 ROHM Co., Ltd.
  • 6.4.14 ON Semiconductor Corporation
  • 6.4.15 Ushio Inc.
  • 6.4.16 Marktech Optoelectronics
  • 6.4.17 Excelitas Technologies Corp.
  • 6.4.18 Toyoda Gosei Co., Ltd.
  • 6.4.19 Samsung Electronics Co., Ltd.
  • 6.4.20 Stanley Electric Co., Ltd.

7 MARKET OPPORTUNITIES AND FUTURE OUTLOOK

• 7.1 White-Space and Unmet-Need Assessment