유럽의 자동차용 LED 패키지 : 시장 점유율 분석, 업계 동향 및 통계, 성장 예측(2026-2031년)

According to Mordor Intelligence, the automotive lED package market size is expected to increase from USD 0.42 billion in 2025 to USD 0.44 billion in 2026 and reach USD 0.58 billion by 2031, growing at a CAGR of 5.58% over 2026-2031.

This report is Segmented by Package Architecture (SMD, CSP, Flip-Chip LED Packages, and COB), Power Class (Low Power Less Than 0. 5 W, Mid Power 0. 5-1 W, and High Power Greater Than1 W), Application (Exterior Lighting, Interior Lighting, and More), Vehicle Type (Passenger Vehicles, and Commercial Vehicles), and Geography. The Market Forecasts are Provided in Terms of Value (USD).

Europe Automotive LED Package Market Trends and Insights

Rapid Shift From Halogen to LED Headlamps

UN Regulation 37 amendments in 2022 cleared the legal path for certified LED retrofit bulbs in halogen positions. In May 2025, ams OSRAM shipped the first ECE-approved H11 LED replacements, promising fivefold energy savings and six times longer life. A phased roadmap runs through 2028 to address the full halogen bulb family, opening a multiyear retrofit opportunity across Europe's 252 million-unit passenger fleet. Concurrently, OEMs like Stellantis have showcased compact Bi-LED modules that meet halogen photometry at lower cost and power, signaling parallel demand for cost-optimized LEDs in new entry vehicles. Package suppliers must therefore split portfolios between thermally robust retrofit formats and ultra-compact OEM solutions, each requiring different impedance and driver-IC strategies.

Growing Demand for Adaptive Front-Lighting Systems

UN Regulation 123 harmonization lowered homologation barriers for adaptive driving beam (ADB), shifting the feature from luxury to mass-market trims. Audi's 2026 Q3 debuts a micro-LED matrix with 25,600 pixels, while Nichia's three-tier Pixelated Light Source family lets OEMs scale from entry to premium ADB without new housings. Integrated Infineon LITIX drivers cut idle power by 50% during city cycles, meeting BEV efficiency targets. These architectures favor suppliers that combine LED epitaxy with ASIC co-design, accelerating a "winner-take-most" dynamic in high-pixel modules.

Volatility in Automotive Production Volumes Post-2025

European builds remain 3 million units below pre-pandemic peaks, with 100,000+ supplier jobs lost since 2024. UK output fell 15.5% in 2025 amid cyberattacks and tariff woes, and van plus truck registrations slid 8.8% and 6.2% respectively. Energy inflation, labor shortages, and just-in-time disruptions raise working-capital costs for LED makers, forcing those without diversified end markets to operate under-utilized cleanrooms that erode margins.

Other drivers and restraints analyzed in the detailed report include:

1. Stringent EU CO2 Regulations Driving Energy-Efficient Lighting
2. Mini-LED and Micro-LED Integration in Premium Models
3. Thermal Management Challenges at Power Classes Above 1 W

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

Segment Analysis

Chip-scale packages accounted for a rising slice of the Automotive LED package market size in 2025 and will out-grow legacy surface-mount devices through 2031. CSP attaches the die directly to the substrate, cutting thermal resistance and enabling pixel pitches fit for adaptive beams. Suppliers leverage CSP in micro-LED arrays where each die is <100 µm, limiting crosstalk while supporting >25,000-pixel matrices. Flip-chip variants offer superior current spreading for >10,000-candela headlamp beams yet demand void-free bonding, driving tighter process controls. Traditional SMD packages still dominate cost-sensitive daytime running lamps, but their share erodes as OEMs pivot to system-integrated solutions that combine LEDs and drivers on a single board. Chip-on-board remains the low-cost choice for entry reflectors, though its non-replaceability conflicts with EU circularity debates, a potential headwind to wide adoption.

The Automotive LED package market share leader in 2025 remained SMD, yet CSP's 6.01% CAGR gives it the steepest trajectory. High-pixel adaptive lighting, digital signage, and grille illumination all benefit from CSP's lower Z-height and thermal path, allowing thinner lamp profiles that improve aerodynamics. Suppliers that bundle CSP dies with Infineon or NXP driver ASICs gain system stickiness, while those limited to commodity SMD risk compression. EU discussions around replaceable LED sources may even tilt volume back to modular formats, creating a three-way contest among SMD, CSP, and emerging plug-in LED engine standards.

High-power packages above 1 W contributed nearly 60% of Automotive LED package market revenue in 2025 as UN Regulation 112 flux thresholds lock headlamps into high-luminous systems. Premium ADB modules routinely exceed 2,000 lumens and thus require cleaning and leveling, activities best met by single high-power dies rather than many mid-power chips, simplifying optics and wiring. Mid-power LEDs fill cornering and signal niches where intensity demands are moderate, but their unit volumes cannot offset falling prices. Low-power LEDs remain vital for ambient interiors and cluster backlighting; however, ISELED smart RGB devices blur the line by embedding drivers, which shifts value from discrete packages to semiconductor-integrated lights.

High-power dominance will persist, with a 5.94% CAGR driven by projection headlamps and micro-LED arrays, yet thermal ceilings are real. Suppliers integrate vapor chambers or graphite sheets to keep junctions under 125 °C, a requirement for L70 lifetime beyond 25,000 hours. Vendors unable to manage >10 W per square centimeter risk exclusion from next-gen headlamps. Conversely, low-power interior LEDs thrive on BEV demand for customizable cabins and energy savings, with addressable RGB strips enabling over-the-air themes that synchronize with infotainment.

List of Companies Covered in this Report:

1. ams OSRAM AG
2. Nichia Corporation
3. Lumileds Holding B.V.
4. Seoul Semiconductor Co., Ltd.
5. Samsung Electronics Co., Ltd.
6. LG Innotek Co., Ltd.
7. Cree LED
8. Lite-On Technology Corporation
9. Stanley Electric Co., Ltd.
10. Toyoda Gosei Co., Ltd.
11. EVERLIGHT Electronics Co., Ltd.
12. Dominant Opto Technologies Sdn. Bhd.
13. ROHM Co., Ltd.
14. Lextar Electronics Corporation
15. NationStar Optoelectronics Co., Ltd.
16. Sanan Optoelectronics Co., Ltd.
17. Refond Optoelectronics Co., Ltd.
18. Hella GmbH & Co. KGaA
19. Valeo S.A.

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 Rapid Shift From Halogen to LED Headlamps
  • 4.2.2 Growing Demand for Adaptive Front-Lighting Systems
  • 4.2.3 Stringent EU CO2 Regulations Driving Energy-Efficient Lighting
  • 4.2.4 Mini-LED and Micro-LED Integration in Premium Models
  • 4.2.5 Supply Chain Localization Incentives in Eastern Europe
  • 4.2.6 Automotive Cyber-Security Standards Requiring IR LEDs
• 4.3 Market Restraints
  • 4.3.1 Volatility in Automotive Production Volumes Post-2025
  • 4.3.2 Thermal Management Challenges at >1 W Power Class
  • 4.3.3 Patent Cliffs and Ongoing LED IP Litigations in Europe
  • 4.3.4 Rising Import Duties on Asian LED Packages After CBAM Roll-out
• 4.4 Industry Supply-Chain Analysis
• 4.5 Regulatory Landscape
• 4.6 Technological Outlook
• 4.7 Impact of Macroeconomic Factors on the Market
• 4.8 Porter's Five Forces Analysis
  • 4.8.1 Bargaining Power of Suppliers
  • 4.8.2 Bargaining Power of Buyers
  • 4.8.3 Threat of New Entrants
  • 4.8.4 Threat of Substitutes
  • 4.8.5 Intensity of Competitive Rivalry

5 MARKET SIZE AND GROWTH FORECASTS (VALUE)

• 5.1 By Package Architecture
  • 5.1.1 SMD (Surface Mount Device)
  • 5.1.2 CSP (Chip Scale Package)
  • 5.1.3 Flip-Chip LED Packages
  • 5.1.4 COB (Chip-on-Board)
• 5.2 By Power Class
  • 5.2.1 Low Power (<0.5 W)
  • 5.2.2 Mid Power (0.5-1 W)
  • 5.2.3 High Power (>1 W)
• 5.3 By Application
  • 5.3.1 Exterior Lighting
  • 5.3.2 Interior Lighting
  • 5.3.3 Sensing / IR Applications
  • 5.3.4 Other Applications (Signaling, minor)
• 5.4 By Vehicle Type
  • 5.4.1 Passenger Vehicles
  • 5.4.2 Commercial Vehicles
• 5.5 By Geography
  • 5.5.1 United Kingdom
  • 5.5.2 Germany
  • 5.5.3 France
  • 5.5.4 Rest of Europe

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 Lumileds Holding B.V.
  • 6.4.4 Seoul Semiconductor Co., Ltd.
  • 6.4.5 Samsung Electronics Co., Ltd.
  • 6.4.6 LG Innotek Co., Ltd.
  • 6.4.7 Cree LED
  • 6.4.8 Lite-On Technology Corporation
  • 6.4.9 Stanley Electric Co., Ltd.
  • 6.4.10 Toyoda Gosei Co., Ltd.
  • 6.4.11 EVERLIGHT Electronics Co., Ltd.
  • 6.4.12 Dominant Opto Technologies Sdn. Bhd.
  • 6.4.13 ROHM Co., Ltd.
  • 6.4.14 Lextar Electronics Corporation
  • 6.4.15 NationStar Optoelectronics Co., Ltd.
  • 6.4.16 Sanan Optoelectronics Co., Ltd.
  • 6.4.17 Refond Optoelectronics Co., Ltd.
  • 6.4.18 Hella GmbH & Co. KGaA
  • 6.4.19 Valeo S.A.

7 MARKET OPPORTUNITIES AND FUTURE OUTLOOK

• 7.1 White-Space and Unmet-Need Assessment