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

According to Mordor Intelligence, the europe lED module market size is projected to be USD 1.45 billion in 2025, USD 1.64 billion in 2026, and reach USD 3.43 billion by 2031, growing at a CAGR of 15.89% from 2026 to 2031.

This report is Segmented by Module Type (COB LED Modules, SMD LED Modules, Linear LED Modules, LED Backlight Modules, and Other Module Types), Application (General Lighting, Automotive, Display and Backlighting, Signage, and Other Applications), Power Range (Low, Mid, and High), and Form Factor (Rigid LED Modules and Flexible LED Modules). The Market Forecasts are Provided in Terms of Value (USD).

Europe LED Module Market Trends and Insights

Rapid Phasing Out Of Incandescent Lighting Across EU

The mandatory withdrawal of incandescent and halogen lamps under Ecodesign Regulation (EU) 2019/2020, reinforced by energy-label rescaling in September 2024, removed legacy options from retail channels and pushed the Europe LED Module Market further toward LED-based replacement cycles in residential, commercial, and municipal uses. This change has favored modular LED products because facility managers and electrical contractors can replace modules more easily than complete luminaires, which lowers downtime and reduces spare-part complexity across installed fleets.Wedemark municipality in Germany showed how this shift works in practice when it retrofitted 4,300 LED lanterns, cut energy use by 80%, reduced annual consumption by 900,000 kWh, and avoided EUR 270,000 (USD 305,000) in costs, with module life rated at 120,000 hours. The transition has been especially favorable for SMD and COB suppliers because these formats fit common retrofit requirements for standardized sockets and thermal management across a wide set of luminaires. National enforcement by authorities such as Germany's Bundesnetzagentur and France's DGCCRF continues to support compliant suppliers by limiting the room for non-compliant imports and gray-market products in the Europe LED Module Market.

Energy Efficiency Targets Under European Green Deal

The European Green Deal target to reduce final energy consumption by 11.7% by 2030, backed by the Energy Efficiency Directive (EU) 2023/1791, creates a long-duration demand base for the Europe LED Module Market because LED modules can deliver up to 90% energy savings against incandescent alternatives. The policy framework also raises annual savings obligations to 1.9% during 2028-2030, which keeps lighting upgrades on procurement agendas for public bodies and commercial building operators across member states. European Commission assessments linked lighting upgrades to 41.9 TWh of annual electricity savings by 2030 and EUR 52 billion (USD 58.6 billion) in consumer savings, which keeps LED modules positioned as one of the lowest-cost pathways for abatement in buildings and municipal infrastructure. Article 8 procurement rules favor top energy-performance classes, which gives compliant module suppliers a clearer path into public tenders while keeping halogen and fluorescent options out of the main replacement cycle. Munich's adaptive street-lighting pilot, which tested tunable correlated color temperature from 3,000K to 1,700K and dimming profiles, showed energy reductions of up to 93% during low-traffic periods and pushed attention beyond simple lamp replacement toward networked LED systems with controls.

High Initial Capital Expenditure For LED Module Manufacturing

Building a competitive LED module line in Europe still requires EUR 50 million to EUR 150 million (USD 56 million to USD 169 million) in upfront spending on die-bonding tools, reflow ovens, automated optical inspection, and environmental chambers, which limits new entry and keeps capacity concentrated among established suppliers. This burden is heavier because technology shifts can strand equipment within 3-5 years as demand moves across power classes, substrates, and optical architectures. Smaller assemblers in Southern and Eastern Europe face a narrower financing window, and European Investment Bank lending for LED manufacturing totaled only EUR 250 million (USD 282 million) in 2025, which remains below what would be needed to support stronger domestic scaling. ams OSRAM's commitment of EUR 588 million (USD 663 million) through 2030 for its Austria expansion shows that the capital barrier is manageable mainly for companies with balance-sheet strength, policy support, or strategic semiconductor relevance The burden is felt more sharply in flexible and specialty segments because lower volumes and custom formats do not spread fixed costs as efficiently as general-lighting lines do in the Europe LED Module Market.

Other drivers and restraints analyzed in the detailed report include:

1. Declining LED Cost Per Lumen
2. Surge In European Commission Funding For Smart City Retrofits
3. Supply Chain Disruptions For Semiconductor Chips

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

Segment Analysis

SMD LED Modules held 33.43% of Europe LED Module Market share in 2025, which reflected their entrenched use in residential and commercial general lighting where standardized footprints such as 3528, 5050, and 2835 packages support automated assembly and interchangeability across luminaire brands. Backlight Modules are projected to grow at a 16.43% CAGR through 2026-2031 as consumer-electronics manufacturers shift toward mini-LED and micro-LED architectures that support higher contrast and denser local dimming. Philips underlined this shift with the October 2026 launch of the MLED981 RGB Mini-LED TV, which featured 11,520 local dimming zones and 2,500-nit peak brightness. COB modules continue to serve industrial high-bay and retail spotlight applications where thermal performance and lumen density support a 15% to 25% premium over SMD alternatives. Linear LED modules remain important in architectural cove lighting and under-cabinet installations because continuous-run formats fit narrow installation spaces and simplify the visual effect of uninterrupted light lines.

High-power LED modules above 30 W are also gaining traction in vertical farming, where photosynthetically active radiation efficacies of up to 3.5 μmol/J help Nordic facilities run controlled crop cycles across the year. Other module formats, including flexible strips, mini-LED arrays, and custom assemblies, are serving more specialized projects such as Arena Milano, where 54,560 bespoke linear LED bars spanning 50 km were specified for the 2026 Winter Olympics venue with IP67-rated RGBW modules and DMX512 control across 3,785 universes. Thermal management and color quality are shaping competitive positions inside this mix, because COB modules remain strong in applications that need CRI of 95 or more and R9 values above 80, while lower-cost SMD products continue to dominate utility lighting where CRI 80 is sufficient. Backlight modules face separate design demands such as sub-1 mm height limits and precise coupling with quantum-dot films, which keeps investments focused on flip-chip attachment and micro-lens arrays. Ecodesign compliance around flicker limits and minimum efficacy has pushed lower-tier SMD suppliers out of higher-quality categories and concentrated volume around Tier-1 manufacturers with stronger driver and thermal design capabilities in the Europe LED Module Market.

General Lighting accounted for 42.72% of the Europe LED Module Market size in 2025, as LED modules replaced fluorescent troffers, downlights, and high-bay fixtures across residential, commercial, and industrial settings. Display and Backlighting is expected to advance at a 16.78% CAGR through 2026-2031 as screen makers and vehicle manufacturers move toward local-dimming architectures in premium televisions, instrument clusters, and center-information displays. Premium TV demand in Western Europe supported this trend, with 65-inch and larger screens accounting for 38% of unit sales in 2025, which kept pressure on suppliers to deliver denser and brighter backlight systems.

Automotive Lighting remains a strategic segment because matrix LED headlamps and digital-light projection systems require sub-millisecond switching and automotive-grade qualification, which narrows the field of suppliers that can serve global OEM programs. ams OSRAM reported more than EUR 500 million (USD 564 million) in design wins for its Digital Light platform, showing how application-specific capability can outweigh volume economics in the Europe LED Module Market.

Signage and Advertising continue to depend on outdoor-rated modules with IP65 or IP67 protection and brightness levels above 10,000 nits for daylight readability, which keeps this segment tied to performance rather than only cost. Other applications span architectural facade lighting, horticulture modules optimized for 450 nm and 660 nm peaks, UV-C disinfection modules operating at 265-280 nm, and surgical lighting with adjustable CCT from 3,000K to 6,500K. The application mix now shows a clear split between commodity general-lighting programs and specialty niches such as automotive, horticulture, and display backlighting, where margins are supported by tighter tolerances, longer qualification periods, and stronger optical requirements. General lighting remains the volume base, but specialty applications keep a larger share of technical value because they demand qualification testing, spectral tuning, and system integration that are harder to replicate quickly.

List of Companies Covered in this Report:

1. Signify N.V.
2. Osram Opto Semiconductors GmbH
3. Samsung Electronics Co., Ltd.
4. Nichia Corporation
5. Lumileds Holding B.V.
6. Seoul Semiconductor Co., Ltd.
7. Cree LED
8. Tridonic GmbH and Co KG
9. Bridgelux, Inc.
10. Citizen Electronics Co., Ltd.
11. Everlight Electronics Co., Ltd.
12. Lextar Electronics Corporation
13. LG Innotek Co., Ltd.
14. Edison Opto Corporation
15. Fagerhult Group
16. Zumtobel Group AG
17. Hella GmbH and Co. KGaA
18. Stanley Electric 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 Rapid Phasing-Out of Incandescent Lighting Across the EU
  • 4.2.2 Energy-Efficiency Targets Under the European Green Deal
  • 4.2.3 Declining LED Cost Per Lumen
  • 4.2.4 Surge in European Commission Funding for Smart-City Retrofits
  • 4.2.5 Growing Preference for Human-Centric Tunable-White Modules in Office Spaces
  • 4.2.6 Demand Spike From Vertical-Farming Facilities in Nordics
• 4.3 Market Restraints
  • 4.3.1 High Initial Capital Expenditure for LED-Module Manufacturing
  • 4.3.2 Supply-Chain Disruptions for Semiconductor Chips
  • 4.3.3 Stringent Ecodesign Regulations Limiting Hazardous-Substance Use
  • 4.3.4 Volatile Rare-Earth-Phosphor Prices Post-EU Critical Raw Materials Act
• 4.4 Industry Supply-Chain Analysis
• 4.5 Regulatory Landscape
• 4.6 Technological Outlook
• 4.7 Porter's Five Forces Analysis
  • 4.7.1 Threat of New Entrants
  • 4.7.2 Bargaining Power of Suppliers
  • 4.7.3 Bargaining Power of Buyers
  • 4.7.4 Threat of Substitutes
  • 4.7.5 Competitive Rivalry

5 MARKET SIZE AND GROWTH FORECASTS (VALUE)

• 5.1 By Module Type
  • 5.1.1 COB (chip-on-board) LED modules
  • 5.1.2 SMD LED modules
  • 5.1.3 Linear LED modules
  • 5.1.4 LED backlight modules
  • 5.1.5 High-power LED modules
  • 5.1.6 Other module types (flexible, mini, custom assemblies)
• 5.2 By Application
  • 5.2.1 General lighting
    • 5.2.1.1 Residential
    • 5.2.1.2 Commercial
    • 5.2.1.3 Industrial
  • 5.2.2 Automotive lighting
  • 5.2.3 Display and backlighting
  • 5.2.4 Signage and advertising
  • 5.2.5 Other applications (architectural, horticulture, UV, specialty lighting)
• 5.3 By Power Range
  • 5.3.1 Low Power (less than or equal to 5 W)
  • 5.3.2 Mid Power (greater than 5 W to less than or equal to 30 W)
  • 5.3.3 High Power (greater than 30 W)
• 5.4 By Form Factor
  • 5.4.1 Rigid LED modules
  • 5.4.2 Flexible LED modules
• 5.5 By Country
  • 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 for Key Companies, Products and Services, and Recent Developments)
  • 6.4.1 Signify N.V.
  • 6.4.2 Osram Opto Semiconductors GmbH
  • 6.4.3 Samsung Electronics Co., Ltd.
  • 6.4.4 Nichia Corporation
  • 6.4.5 Lumileds Holding B.V.
  • 6.4.6 Seoul Semiconductor Co., Ltd.
  • 6.4.7 Cree LED
  • 6.4.8 Tridonic GmbH and Co KG
  • 6.4.9 Bridgelux, Inc.
  • 6.4.10 Citizen Electronics Co., Ltd.
  • 6.4.11 Everlight Electronics Co., Ltd.
  • 6.4.12 Lextar Electronics Corporation
  • 6.4.13 LG Innotek Co., Ltd.
  • 6.4.14 Edison Opto Corporation
  • 6.4.15 Fagerhult Group
  • 6.4.16 Zumtobel Group AG
  • 6.4.17 Hella GmbH and Co. KGaA
  • 6.4.18 Stanley Electric Co., Ltd.

7 MARKET OPPORTUNITIES AND FUTURE OUTLOOK

• 7.1 White-space and Unmet-Need Assessment