유럽의 백색 LED 패키지 시장 : 시장 점유율 분석, 산업 동향 및 통계 데이터, 성장 예측(2026-2031년)

According to Mordor Intelligence, the europe white lED package market size is projected to be USD 1.55 billion in 2025, USD 1.59 billion in 2026, and reach USD 1.88 billion by 2031, growing at a CAGR of 3.36% from 2026 to 2031.

This report is Segmented by Package Architecture (SMD (Surface Mount Device), COB (Chip-On-Board), CSP (Chip Scale Package), Flip-Chip LED Packages), Power Class (Low Power (Below 0. 5 W), Mid Power (0. 5-1 W), High Power (Above 1 W)), Application (General Lighting, Automotive Lighting, Display and Backlighting, and More), and Geography. The Market Forecasts are Provided in Terms of Value (USD).

Europe White LED Package Market Trends and Insights

Energy Efficiency Regulations Tightening Across the EU

The Energy Efficiency Directive 2023/1791/EU compels member states to reduce final energy consumption by 11.7% by 2030, while the Ecodesign Regulation 2019/2020 bans non-directional lamps with a luminous efficacy below 85 lumens per watt, pushing public agencies to specify LED retrofits in every new tender. Municipalities treat lighting as critical infrastructure: Paris signed a EUR 700 million contract in 2025 to replace 70,000 luminaires with connected LED systems that promise 240 GWh in savings over 10 years. Similar performance-based concessions in Mulhouse and Reading involve installing remote-management nodes that require high-efficiency packages and traceable component bills. These regulatory mandates sustain baseline volumes even as unit prices fall, because every non-compliant lamp removed drives direct package demand. Suppliers with LM-80 files and reparability documentation meet tender prerequisites more easily, translating compliance expertise into higher bid-win ratios.

Declining LED Package Costs Due to Economies Of Scale

Asian wafer fabs running 150 mm and 200 mm lines have lowered mid-power SMD prices by 8-12% annually since 2023, enabling European retrofit projects to achieve 2-year paybacks at electricity tariffs above EUR 0.15/kWh. Lumileds answered with its LUXEON Altilon SMD-A, a pick-and-place-optimized package that reduces the assembly cycle time by 18% while maintaining 0.2 V forward-voltage consistency across bins, helping OEMs squeeze costs without sacrificing reliability. Lower landed costs accelerate adoption in troffers and panel lights, expanding the addressable volume for package vendors even as gross margins compress. The price curve also widens the performance gap between commodity mid-power and premium chip-scale or flip-chip options, allowing suppliers to segment portfolios and defend margin in high-power niches. Consequently, economies of scale both democratize basic lighting and finance R&D for specialty architectures.

Commoditization-Driven Price Pressure

Second-tier Asian manufacturers offer sub-USD 0.50 mid-power packages, prompting European luminaire OEMs to dual-source and negotiate bulk discounts that erode supplier loyalty. In retrofit bulbs and tubes, buyers judge LEDs as interchangeable, so even established brands must shave margins to keep per-lumen costs competitive. Some mid-tier European assemblers have exited commodity bins, reallocating R&D toward automotive or horticultural segments where technical barriers curb direct price fights. The squeeze is most acute in public tenders that award on the lowest bid, leaving little room for premium positioning unless lifetime or warranty clauses carry measurable penalties. Persistent price deflation, therefore, drags on overall revenue growth despite steady unit shipments.

Other drivers and restraints analyzed in the detailed report include:

1. Accelerated Adoption of Automotive Adaptive Headlamps
2. EU RoHS Phase-Out of Mercury-Based Backlights
3. Supply Chain Volatility for Rare-Earth Phosphors

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

Segment Analysis

Surface-mount device packages captured 58.38% of the Europe White LED Package market share in 2025, retaining leadership because their plastic housing, proven pick-and-place compatibility, and field-serviceable design align with the European Union's reparability rules. Municipal street-lighting concessions and commercial ceiling-panel retrofits continue to specify SMD formats, providing assemblers with predictable volumes and helping luminaire makers keep warranty claims below contract thresholds. Mid-cycle product updates, such as automated optical inspection markers and tighter binning tolerances, improve quality without disrupting established production flows. The broad installed base also underpins secondary demand for spare parts, keeping SMD revenues resilient even as unit prices decline each year.

Chip-scale packages are on a faster growth curve, advancing at a 3.88% CAGR through 2031 as automotive adaptive headlamps and micro-LED backplanes favor sub-0.5 millimeter profiles and high thermal conductivity. Eliminating the molded housing drops thermal resistance by roughly 20%, enabling tighter pixel spacing and higher drive currents without lumen sag. European Tier-1 suppliers integrate wafer-level phosphor, driver ASICs, and aluminum nitride substrates, turning the compact form factor into a single-sourced module with defensible pricing. Flip-chip and chip-on-board formats fill adjacent niches-flip-chip in high-current daytime running lamps, chip-on-board in industrial high-bays-highlighting how architecture choice now tracks end-use performance targets rather than one-size-fits-all cost metrics.

List of Companies Covered in this Report:

1. Signify N.V.
2. Osram Opto Semiconductors GmbH
3. Lumileds Holding B.V.
4. Nichia Europe B.V.
5. Samsung Electronics Co., Ltd.
6. Seoul Semiconductor Co., Ltd.
7. Cree LED, an SGH Company
8. Everlight Electronics Co., Ltd.
9. Lextar Electronics Corp.
10. ROHM Co., Ltd.
11. Citizen Electronics Co., Ltd.
12. Lite-On Technology Corp.
13. Honglitronic Co., Ltd.
14. Dominant Opto Technologies Sdn. Bhd.
15. MLS Co., Ltd. (Forest Lighting)
16. ProPhotonix Ltd.
17. TT Electronics plc
18. Wurth Elektronik GmbH AND Co. KG
19. Bicom Optoelectronics Co., Ltd.
20. Opto Tech 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 Energy Efficiency Regulations Tightening Across EU
  • 4.2.2 Declining LED Package Costs Due to Economies of Scale
  • 4.2.3 Accelerated Adoption in Automotive Adaptive Headlamps
  • 4.2.4 EU RoHS Phase-Out of Mercury-Based Back-Lights
  • 4.2.5 Expansion of Vertical Farming Using White LEDs
  • 4.2.6 Rising Electricity Costs Driving Commercial Retrofit Acceleration
• 4.3 Market Restraints
  • 4.3.1 Commoditization-Driven Price Pressure
  • 4.3.2 Supply Chain Volatility for Rare-Earth Phosphors
  • 4.3.3 EU Ecodesign Reparability Rules Limiting CSP Uptake
  • 4.3.4 Extended Replacement Cycles in Mature LED Installations
• 4.4 Industry Supply-Chain Analysis
• 4.5 Regulatory Landscape
• 4.6 Technological Outlook
• 4.7 Impact of Macroeconomic Factors
• 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 COB (Chip-on-Board)
  • 5.1.3 CSP (Chip Scale Package)
  • 5.1.4 Flip-Chip LED Packages
• 5.2 By Power Class
  • 5.2.1 Low Power (Below 0.5 W)
  • 5.2.2 Mid Power (0.5-1 W)
  • 5.2.3 High Power (Above 1 W)
• 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
• 5.4 By Country
  • 5.4.1 United Kingdom
  • 5.4.2 Germany
  • 5.4.3 France
  • 5.4.4 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 Signify N.V.
  • 6.4.2 Osram Opto Semiconductors GmbH
  • 6.4.3 Lumileds Holding B.V.
  • 6.4.4 Nichia Europe B.V.
  • 6.4.5 Samsung Electronics Co., Ltd.
  • 6.4.6 Seoul Semiconductor Co., Ltd.
  • 6.4.7 Cree LED, an SGH Company
  • 6.4.8 Everlight Electronics Co., Ltd.
  • 6.4.9 Lextar Electronics Corp.
  • 6.4.10 ROHM Co., Ltd.
  • 6.4.11 Citizen Electronics Co., Ltd.
  • 6.4.12 Lite-On Technology Corp.
  • 6.4.13 Honglitronic Co., Ltd.
  • 6.4.14 Dominant Opto Technologies Sdn. Bhd.
  • 6.4.15 MLS Co., Ltd. (Forest Lighting)
  • 6.4.16 ProPhotonix Ltd.
  • 6.4.17 TT Electronics plc
  • 6.4.18 Wurth Elektronik GmbH AND Co. KG
  • 6.4.19 Bicom Optoelectronics Co., Ltd.
  • 6.4.20 Opto Tech Corp.

7 MARKET OPPORTUNITIES AND FUTURE OUTLOOK

• 7.1 White-Space and Unmet-Need Assessment