북미의 LED 칩 시장 : 점유율 분석, 업계 동향과 통계, 성장 예측(2026-2031년)

According to Mordor Intelligence, the north america lED chips market size is projected to expand from USD 7.70 billion in 2025 and USD 8.28 billion in 2026 to USD 12.66 billion by 2031, registering a CAGR of 8.88% between 2026 and 2031.

This report is Segmented by LED Chip Technology (Conventional LEDs, Mini-LED, and More), Semiconductor Material (GaN/InGaN, Algainp, and More), Application (General Lighting, Automotive, Backlighting/Displays, Consumer Electronics, and More), and Country (United States, Canada, and More). The Market Forecasts are Provided in Terms of Value (USD).

North America LED Chips Market Trends and Insights

Growing Demand for Energy-Efficient Lighting in Commercial Real Estate

Utility programs raised average prescriptive lighting incentives by 17% in 2026, with outdoor categories such as parking garages and wall packs exceeding 30% increases. Section 179D deductions now reach up to USD 5.81 per square foot for projects that satisfy prevailing-wage requirements, multiplying the base tax benefit by 5 and boosting retrofit internal rates of return. Post-installation monitoring shows that warehouse retrofits can cut lighting energy use by 40-65% and achieve payback in less than 18 months for 24/7 facilities, stimulating recurring demand for replacement chips as first-generation LED luminaires approach end-of-life. The increase in programs that explicitly allow LED-to-LED upgrades keeps the North America LED chips market vibrant even in periods of slower new construction. Manufacturers that supply high-efficacy blue dies and long-lifetime red phosphor blends are best positioned to capture this second retrofit cycle.

Expansion of Smart City Projects with Intelligent Street Lighting

Memphis completed a USD 47 million conversion of 77,000 luminaires to LED fixtures with networked controls, delivering annual energy savings of 37 million kWh and reducing greenhouse-gas emissions by 26,000 metric tons. LEOTEK and 1NCE launched an out-of-the-box cellular-IoT platform that removes roaming complexity for municipalities and accelerates cross-border deployments, with initial rollouts in Boston, Syracuse, and Michigan utility territories. By embedding traffic, air-quality, and public-Wi-Fi sensors into luminaires, cities convert street-lighting grids into revenue-generating data platforms. These feature-rich fixtures require LED chips with strict binning for current uniformity and forward-voltage alignment, which are driving average selling prices higher in the North America LED chips market. Performance-based maintenance agreements that guarantee five-day repair times also favor suppliers with vertically integrated service networks.

Supply Chain Disruptions for MOCVD Equipment

AIXTRON and Veeco Instruments supply about two-thirds of global MOCVD reactors, and single-chamber tools cost USD 1.5-3 million. Component shortages for precision mass-flow controllers and vacuum subsystems have stretched deliveries beyond 18 months, delaying planned wafer-capacity additions in Arizona and Ontario. While secondary markets occasionally free up used reactors, retrofitting older tools to run 200 mm GaN processes requires expensive upgrade kits. Infineon demonstrated the first operational 300 mm GaN power wafer line in Europe last year, highlighting the scale economies at stake. North American fabs risk falling behind Asian competitors if equipment delays persist, moderating the expansion rate of the North America LED chips market.

Other drivers and restraints analyzed in the detailed report include:

1. Automotive OEM Shift Toward Advanced Headlamp Technologies
2. Surging Mini-LED Backlight Adoption in High-End TVs and Monitors
3. Thermal Management Challenges in High-Power Chips

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

Segment Analysis

Conventional devices captured 83.77% of the North America LED chip market share in 2025, underscoring white LEDs' cost leadership in general lighting and signage deployments. Micro-LED dies, although a fraction of volume, are advancing at an 11.32% CAGR on the back of smartwatch faces, automotive pillar-to-pillar displays, and augmented-reality headsets. Garmin selected a 1.39-inch micro-LED panel for its flagship multisport watch, set to debut in 2026, citing sunlight readability and 20-day battery life. VueReal's mass-printing approach positions Ontario as a supply node for these wearables.

Conventional LED makers defend their market share through package innovations, such as high-reflectivity lead frames and hybrid optics, that push efficacy above 220 lm W-1. Yet future premium growth tilts toward micro-LED because direct-emissive pixels eliminate color-shift artifacts and deliver peak brightness exceeding 3,000 nits in head-up displays. As micro-LED transfer yields improve beyond 99.9% in pilot lines, the technology could command 10% of the North America LED chip market by 2031, with mini-LED occupying the middle tier for high-end television backlights.

List of Companies Covered in this Report:

1. Cree LED, Inc.
2. Lumileds Holding B.V.
3. Nichia Corporation
4. OSRAM Opto Semiconductors GmbH
5. Seoul Semiconductor Co., Ltd.
6. Samsung Electronics Co., Ltd.
7. Epistar Corporation
8. San'an Optoelectronics Co., Ltd.
9. LG Innotek Co., Ltd.
10. Bridgelux, Inc.
11. Everlight Electronics Co., Ltd.
12. Luminus Devices, Inc.
13. Citizen Electronics Co., Ltd.
14. Toyoda Gosei Co., Ltd.
15. Broadcom Inc.
16. Rohm Semiconductor
17. Kingbright Electronic Co., Ltd.
18. Coherent Corp.

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 Growing Demand for Energy-Efficient Lighting in Commercial Real Estate
  • 4.2.2 Expansion of Smart City Projects with Intelligent Street Lighting
  • 4.2.3 Automotive OEM Shift Toward Advanced Headlamp Technologies
  • 4.2.4 Surging Mini-LED Backlight Adoption in High-End TVs and Monitors
  • 4.2.5 Rising Investments in North America Micro-LED Pilot Lines
  • 4.2.6 UVC LED Retrofit Programs for Indoor Air Disinfection
• 4.3 Market Restraints
  • 4.3.1 Supply Chain Disruptions for MOCVD Equipment
  • 4.3.2 Patent Litigations Increasing Royalty Costs
  • 4.3.3 Thermal Management Challenges in High-Power Chips
  • 4.3.4 Limited Gallium Nitride Wafer Availability
• 4.4 Industry Supply-Chain Analysis
• 4.5 Impact of Macroeconomic Factors on the Market
• 4.6 Regulatory Landscape
• 4.7 Technological Outlook
• 4.8 Porter's Five Forces Analysis
  • 4.8.1 Threat of New Entrants
  • 4.8.2 Bargaining Power of Suppliers
  • 4.8.3 Bargaining Power of Buyers
  • 4.8.4 Threat of Substitutes
  • 4.8.5 Competitive Rivalry

5 MARKET SIZE AND GROWTH FORECASTS (VALUE)

• 5.1 By LED Chip Technology
  • 5.1.1 Conventional LEDs
  • 5.1.2 Mini-LED
  • 5.1.3 Micro-LED
• 5.2 By Semiconductor Material
  • 5.2.1 GaN / InGaN
  • 5.2.2 AlGaInP
  • 5.2.3 Other Semiconductor Materials
• 5.3 By Application
  • 5.3.1 General Lighting
  • 5.3.2 Automotive
  • 5.3.3 Backlighting / Displays
  • 5.3.4 Consumer Electronics
  • 5.3.5 Industrial / Specialty Lighting
• 5.4 By Country
  • 5.4.1 United States
  • 5.4.2 Canada
  • 5.4.3 Mexico

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 Cree LED, Inc.
  • 6.4.2 Lumileds Holding B.V.
  • 6.4.3 Nichia Corporation
  • 6.4.4 OSRAM Opto Semiconductors GmbH
  • 6.4.5 Seoul Semiconductor Co., Ltd.
  • 6.4.6 Samsung Electronics Co., Ltd.
  • 6.4.7 Epistar Corporation
  • 6.4.8 San'an Optoelectronics Co., Ltd.
  • 6.4.9 LG Innotek Co., Ltd.
  • 6.4.10 Bridgelux, Inc.
  • 6.4.11 Everlight Electronics Co., Ltd.
  • 6.4.12 Luminus Devices, Inc.
  • 6.4.13 Citizen Electronics Co., Ltd.
  • 6.4.14 Toyoda Gosei Co., Ltd.
  • 6.4.15 Broadcom Inc.
  • 6.4.16 Rohm Semiconductor
  • 6.4.17 Kingbright Electronic Co., Ltd.
  • 6.4.18 Coherent Corp.

7 MARKET OPPORTUNITIES AND FUTURE OUTLOOK

• 7.1 White-Space and Unmet-Need Assessment