중국의 중출력 LED 패키지 시장 : 시장 점유율 분석, 업계 동향 통계, 성장 예측(2026-2031년)

According to Mordor Intelligence, the china mid-power LED package market size is projected to be USD 1.85 billion in 2025, USD 1.94 billion in 2026, and reach USD 2.55 billion by 2031, growing at a CAGR of 5.64% from 2026 to 2031.

This report is Segmented by Power Range (0. 2-0. 5 W and 0. 5- Less Than 1 W), Package Architecture (SMD Including 2835, 3014, 3030, Others, and CSP), and Application (General Lighting, Automotive Lighting, Display and Backlighting, and Specialty/Niche). The Market Forecasts are Provided in Terms of Value (USD).

China Mid-Power LED Package Market Trends and Insights

Growing Demand for Energy-Efficient Lighting in China's Tier-2 Cities

Municipal retrofits financed through energy-performance contracts are scaling across Hefei, Qianjiang, Tongling, and Zengcheng, where single-lamp IoT controls cut maintenance response times by as much as 80%. Verified energy-savings guarantees allow private investors to recover project costs over 9- to 10-year terms, creating a predictable mid-power LED package pull-through. The GB 30255-2026 standard boosts minimum efficacy to 105 lm/W and caps standby power at 0.5 W, thereby favoring high-efficacy 0.5 W- less than 1 W packages for streetlighting retrofits. As more Tier-2 cities commit to carbon-peaking goals before 2030, retrofit pipelines are lengthening, underpinning multi-year demand visibility. The dynamic is reinforcing supplier interest in long-lifetime ceramic and flip-chip SMD formats that meet the new optical and flicker limits.

Government Subsidy Programs for Industrial Upgrades in LED Manufacturing

The Ministry of Finance earmarked RMB 93.6 billion (USD 13 billion) for carbon-reduction projects, while the People's Bank of China opened RMB 800 billion (USD 111 billion) in low-cost refinancing to accelerate factory upgrades. These funds are underwriting vertical-integration deals such as TCL CSOT's purchase of Fuzhou Huazhao Optoelectronics and capacity expansions at NationStar and Leyard. Subsidy criteria favor lines producing Mini/Micro LED, automotive, and horticultural packages that exceed Level 1 China Energy Label thresholds, further tilting market share toward integrated players. Provincial governments add matching grants that offset up to 20% of new equipment costs, hastening adoption of high-speed flip-chip bonders and automated phosphor-spray lines. Smaller packagers lacking capital or automotive-grade qualifications are consequently losing bids for subsidy-linked orders.

Price Erosion Due To Overcapacity in Chinese LED Packaging Lines

Between 2022 and 2025, new entrants ramped up capacity faster than demand, leading to a drop in average selling prices for mid-power packages. While a concerted effort in early 2026 led to a price rebound, the market still grapples with an oversupply of commodity lighting. Retailers tread carefully, hesitant to transfer rising costs to consumers, which in turn elongates working-capital cycles for packagers. In 2025, fluctuations in raw-material prices led to surges in gold, silver, and copper prices, exerting pressure on gross margins. By Q3 2025, this was evident as San'an Optoelectronics, a key market player, reported a dip in its margins. While consolidation in the market promises to bolster pricing power, smaller vendors lacking unique technology face the looming threat of being edged out before market equilibrium is achieved.

Other drivers and restraints analyzed in the detailed report include:

1. Rapid Expansion of Automotive LED Headlamp Adoption
2. Surge In Mini-LED Backlight Adoption in TVs And Monitors
3. Supply Chain Disruptions for High-Purity Phosphors

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

Segment Analysis

The 0.5 W- Less Than 1 W class accounted for 62.1% of the China mid-power LED package market share in 2025, with its market size forecast to expand at a 5.99% CAGR to 2031. This range balances luminous flux, heat dissipation, and cost, making it the workhorse for indoor lamps, streetlights, and Mini LED local-dimming zones. Ceramic and flip-chip 3030 formats rated to 125 °C junction temperature are increasingly displacing plastic packages in automotive side markers and daytime running lamps.

Material advances, such as deep-red 3535 horticultural LEDs with an efficiency of 5.05 µmol J-1, extend the segment into controlled-environment agriculture. Tightening efficacy targets under GB 31831-2025, plus stricter flicker metrics, further entrench the adoption of mid-current 0.5 W emitters. Lower-power 0.2-0.5 W devices keep a niche in decorative strips and portable gadgets, while less than or equal to 1 W packages migrate toward high-bay and UV markets.

List of Companies Covered in this Report:

1. Nichia Corporation
2. Samsung Electronics Co., Ltd.
3. Lumileds Holding B.V.
4. Seoul Semiconductor Co., Ltd.
5. Cree LED, Inc.
6. ams Osram GmbH
7. Shenzhen NationStar Optoelectronics Co., Ltd.
8. Everlight Electronics Co., Ltd.
9. Hongli Zhihui Group Co., Ltd.
10. Refond Optoelectronics Co., Ltd.
11. San'an Optoelectronics Co., Ltd.
12. MLS Co., Ltd. (Forest Lighting)
13. Lextar Electronics Corporation
14. Bridgelux, Inc.
15. Shenzhen Jufei Optoelectronics Co., Ltd.
16. Dominant Opto Technologies Sdn. Bhd.
17. Lite-On Technology Corporation
18. Toyoda Gosei 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 Growing Demand for Energy-Efficient Lighting in China's Tier-2 Cities
  • 4.2.2 Government Subsidy Programs for Industrial Upgrades in LED Manufacturing
  • 4.2.3 Rapid Expansion of Automotive LED Headlamp Adoption
  • 4.2.4 Surge in Mini-LED Backlight Adoption in TVs and Monitors
  • 4.2.5 Rising Investments in Smart City Infrastructure Lighting
  • 4.2.6 Localization of LED Supply Chain Due to Geopolitical Tech Self-Reliance
• 4.3 Market Restraints
  • 4.3.1 Price Erosion Due to Overcapacity in Chinese LED Packaging Lines
  • 4.3.2 Supply Chain Disruptions for High-Purity Phosphors
  • 4.3.3 Stringent Blue-Light Hazard Regulations Limiting Drive Current
  • 4.3.4 Competition from Integrated COB and High-Power Packages
• 4.4 Industry Value-Chain Analysis
• 4.5 Technological Outlook
• 4.6 Regulatory Landscape
• 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 Power Range
  • 5.1.1 0.2-0.5 W
  • 5.1.2 0.5- Less Than 1 W
• 5.2 By Package Architecture
  • 5.2.1 SMD (Surface Mount Device)
    • 5.2.1.1 2835
    • 5.2.1.2 3014
    • 5.2.1.3 3030
    • 5.2.1.4 Others (3528, 3020, 5050, etc.)
  • 5.2.2 CSP (Chip Scale Package)
• 5.3 By Application
  • 5.3.1 General Lighting
  • 5.3.2 Automotive Lighting
  • 5.3.3 Display and Backlighting
  • 5.3.4 Specialty / Niche

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 Nichia Corporation
  • 6.4.2 Samsung Electronics Co., Ltd.
  • 6.4.3 Lumileds Holding B.V.
  • 6.4.4 Seoul Semiconductor Co., Ltd.
  • 6.4.5 Cree LED, Inc.
  • 6.4.6 ams Osram GmbH
  • 6.4.7 Shenzhen NationStar Optoelectronics Co., Ltd.
  • 6.4.8 Everlight Electronics Co., Ltd.
  • 6.4.9 Hongli Zhihui Group Co., Ltd.
  • 6.4.10 Refond Optoelectronics Co., Ltd.
  • 6.4.11 San'an Optoelectronics Co., Ltd.
  • 6.4.12 MLS Co., Ltd. (Forest Lighting)
  • 6.4.13 Lextar Electronics Corporation
  • 6.4.14 Bridgelux, Inc.
  • 6.4.15 Shenzhen Jufei Optoelectronics Co., Ltd.
  • 6.4.16 Dominant Opto Technologies Sdn. Bhd.
  • 6.4.17 Lite-On Technology Corporation
  • 6.4.18 Toyoda Gosei Co., Ltd.

7 MARKET OPPORTUNITIES AND FUTURE OUTLOOK

• 7.1 White-Space and Unmet-Need Assessment