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

According to Mordor Intelligence, the europe lED chip market size is expected to increase from USD 5.69 billion in 2025 to USD 6.09 billion in 2026 and reach USD 9.15 billion by 2031, growing at a CAGR of 8.5% over 2026-2031.

This report is Segmented by LED Chip Technology (Conventional LEDs, Mini-LED, and Micro-LED), Semiconductor Material (GaN/InGaN, and Other Semiconductor Materials), Application (General Lighting, Automotive, Backlighting/Displays, Consumer Electronics, and Industrial/Specialty Lighting), and Geography (United Kingdom, France, and Rest of Europe). The Market Forecasts are Provided in Terms of Value (USD).

Europe LED Chips Market Trends and Insights

Shift Toward Smart City Streetlighting

Municipalities are retrofitting public lighting to shrink electricity bills by up to 75%. Paris awarded a EUR 700 million (USD 763 million) contract in 2024 to replace 70,000 fixtures with LED luminaires equipped with remote diagnostics. Mulhouse committed EUR 24 million (USD 26.16 million) to modernize 14,000 lamps, targeting completion by summer 2026. France's Lum'ACTEE+ program earmarked EUR 15 million (USD 16.35 million) for a nationwide upgrade of up to 4 million luminaires by 2028. Smart controls boost per-pole semiconductor content by adding driver ICs and connectivity modules, elevating the overall Europe LED chip market value.

Expanding EV Headlamp Integration

Europe's vehicle makers are embedding increasingly dense LED matrices to comply with amendments to ECE Regulation 123, which mandate adaptive front lighting on new models after January 2027. ams OSRAM's EVIYOS HD25 micro-LED array offers 25,600 addressable pixels and is already in volume production for the Audi Q6 e-tron and the NIO ET9. Volkswagen's 2026 Touareg and Tiguan carry 19,200-pixel IQ. Light headlamps that maintain maximum illumination while avoiding glare for oncoming traffic. German OEM concentration anchors chip demand locally, and Nichia's 2024 Aachen innovation center strengthens vendor collaboration with automakers.

High Capital Cost for Micro-LED Mass Transfer

The research company estimated that, in 2025, 86.2% of the materials stemmed from substrates and transfer tools. Springer's 2024 review concluded that yields above 99.9999% are necessary to match OLED panel economics, but current equipment generations rarely meet this benchmark on large substrates. Applied Materials and peers are striving to lift throughput tenfold, yet cost parity with OLED appears unlikely before 2028-2030. European display assemblers, lacking the multibillion-dollar capex muscle of Korean giants, may be forced to focus on niche automotive HUD and wearable panels until the economics improve.

Other drivers and restraints analyzed in the detailed report include:

1. EU Green Deal Energy-Efficiency Targets
2. Rapid Adoption of Mini-LED Backlit Displays
3. Supply Volatility of Gallium and Indium

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

Segment Analysis

Conventional LEDs dominated the European LED chip market share at 80.26% in 2025, buoyed by mature supply chains and sub-USD 0.10 pricing for mid-power die suited to general lighting and exterior automotive lamps. Incremental efficiency gains, such as Nichia's 757 series reaching 220 lumens per watt at 65 milliamps, keep the segment competitive for price-sensitive use cases. Mini-LED occupies the middle ground, enabling thousands of local dimming zones without the mass-transfer hurdles that restrain micro-LED, and is becoming the default upgrade path for premium televisions and in-vehicle infotainment screens.

Micro-LED is advancing at a 12.34% CAGR through pilot deployments in ultra-large televisions, smartwatch faces with sub-10-micrometer pixels, and automotive heads-up displays requiring 10,000-nit brightness. PlayNitride and Plessey are pushing monolithic micro-LED-on-silicon arrays below 5 micrometers, positioning the architecture as a successor to OLED in next-generation AR headsets. Conventional LED revenue will plateau as Ecodesign rules compress retrofit windows, yet its vast installed base secures a lengthy tail. Mini-LED is expected to exceed 15 million television shipments by 2028, maintaining momentum until micro-LED hits mainstream cost thresholds.

List of Companies Covered in this Report:

1. Nichia Corporation
2. OSRAM Opto Semiconductors GmbH
3. Samsung Electronics Co., Ltd.
4. Lumileds Holding B.V.
5. Cree LED
6. Seoul Semiconductor Co., Ltd.
7. LG Innotek Co., Ltd.
8. II-VI Incorporated
9. Epistar Corp.
10. ams-OSRAM AG
11. Rohinni LLC
12. PlayNitride Inc.
13. Plessey Semiconductors Ltd.
14. Lextar Electronics Corp.
15. OptoGaN Ltd.
16. Everlight Electronics Co., Ltd.
17. San'an Optoelectronics Co., Ltd.
18. Dominant Opto Technologies Sdn Bhd
19. Brightek Optoelectronic Co., Ltd.
20. Crystal IS, Inc.

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 Adoption of Mini-LED Backlit Displays
  • 4.2.2 Expanding EV Headlamp Integration
  • 4.2.3 Shift Toward Smart City Streetlighting
  • 4.2.4 EU Green Deal Energy-Efficiency Targets
  • 4.2.5 Increased Local Wafer-Level Packaging Capacity
  • 4.2.6 Proliferation of UV-C LED Disinfection Systems
• 4.3 Market Restraints
  • 4.3.1 Supply Volatility of Gallium and Indium
  • 4.3.2 High Capital Cost for Micro-LED Mass Transfer
  • 4.3.3 IP Fragmentation and Royalty Disputes
  • 4.3.4 Competition From OLED in Premium Displays
• 4.4 Industry Value 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 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 Geography
  • 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 Nichia Corporation
  • 6.4.2 OSRAM Opto Semiconductors GmbH
  • 6.4.3 Samsung Electronics Co., Ltd.
  • 6.4.4 Lumileds Holding B.V.
  • 6.4.5 Cree LED
  • 6.4.6 Seoul Semiconductor Co., Ltd.
  • 6.4.7 LG Innotek Co., Ltd.
  • 6.4.8 II-VI Incorporated
  • 6.4.9 Epistar Corp.
  • 6.4.10 ams-OSRAM AG
  • 6.4.11 Rohinni LLC
  • 6.4.12 PlayNitride Inc.
  • 6.4.13 Plessey Semiconductors Ltd.
  • 6.4.14 Lextar Electronics Corp.
  • 6.4.15 OptoGaN Ltd.
  • 6.4.16 Everlight Electronics Co., Ltd.
  • 6.4.17 San'an Optoelectronics Co., Ltd.
  • 6.4.18 Dominant Opto Technologies Sdn Bhd
  • 6.4.19 Brightek Optoelectronic Co., Ltd.
  • 6.4.20 Crystal IS, Inc.

7 MARKET OPPORTUNITIES AND FUTURE OUTLOOK

• 7.1 White-Space and Unmet-Need Assessment