북미의 LED 패키지 시장 : 점유율 분석, 업계 동향과 통계, 성장 예측(2026-2031년)

According to Mordor Intelligence, the north america lED packaging market size is projected to expand from USD 3.80 billion in 2025 and USD 3.93 billion in 2026 to USD 4.80 billion by 2031, registering a CAGR of 4.10% between 2026 to 2031.

This report is Segmented by Packaging Architecture (SMD, COB, CSP, Flip-Chip, DIP, and More), Power Class (Low, Mid, High, and Ultra-High), Emission Type (Visible, Infrared, and Ultraviolet), Material Chemistry (Substrates, Encapsulation, Bonding, and Phosphors), Application (General Lighting, Automotive, Display, and More), and Country. The Market Forecasts are Provided in Terms of Value (USD).

North America LED Packaging Market Trends and Insights

Surge In Mini-LED Backlighting Demand

Television and monitor brands unveiled more than 20 million mini-LED backlit units at the January 2026 Consumer Electronics Show, underscoring rapid adoption of dense LED matrices that deliver in-panel local dimming exceeding 10,000 zones per display. Mini-LEDs use dies as small as 100-200 µm placed on pitches below 0.5 mm, so North American packagers are re-tooling with sub-10 µm-accuracy pick-and-place systems capable of high-throughput bonding. Bridgelux reported its CSP2727 family now accounts for roughly 30% of the company's continental CSP shipments as display integrators migrate to chip-scale designs. Energy Star 9.0 limits, effective January 2025, tightened on-mode power for screens larger than 65 inches, and mini-LED's ability to dim unused zones by more than 99% helps manufacturers stay compliant without lowering peak brightness. The architectural shift also favors chip-on-board (COB) modules that eliminate lead frames, reduce package height under 1 mm, and improve thermal spreading. As component counts balloon, backend optical calibration emerges as a bottleneck, spurring interest in automated photometric testing stations that can process entire backlight panels in under 60 seconds.

Automotive Headlamp Shift To Matrix LED

Adaptive-driving-beam systems gained U.S. regulatory clearance under FMVSS 108 in 2022, and original equipment manufacturers quickly accelerated matrix headlamp rollouts. Tesla integrated matrix headlights into the 2025 Model Y, and Rivian activated the feature via over-the-air update in August 2024 for its R1T and R1S trucks. ams OSRAM's EVIYOS 3.0 chip, launched at CES 2026, packs 25,600 individually addressable pixels to create high-resolution light carpets that adapt to traffic and project navigation prompts onto pavement. These modules require flip-chip packages rated for junction temperatures above 125 °C, as well as optical coatings that hold color temperature within +-200 K from -40 °C to +105 °C. ISO 26262 functional-safety rules published in 2024 force redundant die architectures and real-time fault detection, adding up to 20% in bill-of-material cost but ensuring fail-silent behavior. As regulations harmonize across Canada and Mexico, tier-one lighting suppliers are localizing assembly in North America to minimize logistics overhead and currency-exchange exposure.

Price Erosion Pressuring Gross Margins

Average selling prices for commodity mid-power SMD LEDs fell 8-12% year-over-year in 2025 as Asian contract assemblers ran at utilization rates above 90% and flooded the market with excess output. North American players saw gross margins compress by 200-300 basis points, forcing manufacturing consolidation and accelerated depreciation of legacy pick-and-place assets. Migrating to CSP and flip-chip designs partially offsets the squeeze because lead-frame and plastic encapsulation costs disappear, but new die-attach tools priced at USD 2-3 million each are beyond reach for many regional specialists. Industry chatter suggests a new wave of mergers and asset sales is likely over the next 18 months, especially among firms lacking proprietary phosphors or optical coatings that can defend premium ASPs.

Other drivers and restraints analyzed in the detailed report include:

1. U.S. CHIPS Act Incentives For Domestic LED Supply Chain
2. Rapid Adoption Of CSP In High-Lumen Outdoor Fixtures
3. Thermal-Management Challenges Beyond 3 W Packages

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

Segment Analysis

Surface-mount devices held 44.28% of 2025 revenue because they drop seamlessly into the vast installed base of pick-and-place assembly lines, yet chip-scale packages are forecast to outpace all rivals at a 4.68% CAGR through 2031. The North America LED Packaging market size for CSPs benefits from a 30-40% lower thermal resistance that lets outdoor fixture makers push drive currents without resorting to active cooling. In practice, streetscape engineers in Los Angeles and Toronto report fixture weight declines of up to 15% after switching to CSP boards that shrink reflector depth. Wire-bond-free flip-chip formats are also ascending in automotive headlamps where designers need 1,000 cd/mm2 intensity and microsecond dimming. Meanwhile, legacy dual-in-line and through-hole packages have retreated to fewer than 3% of shipments as automated surface-mount lines become universal.

Second-generation CSPs further integrate transient-voltage suppression diodes and on-package thermistors, giving OEMs real-time health data for predictive maintenance. This functionality supports the trend toward lighting-as-a-service contracts in which fixture vendors guarantee lumen output over multi-year periods. Flip-chip makers are layering optical waveguides atop solder bumps to simplify assembly of adaptive-driving-beam pixels, a feature essential for automakers chasing top safety ratings. Chip-on-board suppliers, meanwhile, continue to dominate horticultural and stadium lighting thanks to their ability to spread 100 W across aluminum substrates without hotspot formation, though vapor-chamber hybrids are beginning to nibble at that niche.

Mid-power LEDs between 0.5 W and 1 W controlled 39.18% of 2025 revenue as they remain the cheapest path to meet Energy Star lumen-per-dollar targets in retrofit bulbs and troffers. The high-power 1-3 W class is projected to chart a 4.99% CAGR, fueled by matrix headlamp arrays that need tightly binned, high-flux dies. The North America LED Packaging market share for high-power devices is set to climb as electric-vehicle platforms allocate larger electrical budgets to lighting than their internal-combustion predecessors. Low-power indicator parts hang on in wearables and dashboard icons where battery life trumps intensity, whereas ultra-high-power packages above 3 W are entering stadium floodlights and horticulture grow racks.

Thermal budgets separate winners from laggards. High-power dies demand vapor-chamber substrates or sintered copper bases to maintain junctions below 110 °C, yet those materials add 20-30% to BOM. Vendors that cannot solve heat extraction risk warranty claims when real-world duty cycles push modules past L70 in under 30,000 h. Tier-ones increasingly mandate thermal-impedance reports during sourcing, a shift that disadvantages commoditized mid-power lines but enhances the stickiness of specialized high-power suppliers.

List of Companies Covered in this Report:

1. Nichia Corporation
2. Cree LED, Inc.
3. Samsung Electronics Co., Ltd.
4. ams-OSRAM AG
5. Lumileds Holding B.V.
6. Seoul Semiconductor Co., Ltd.
7. LG Innotek Co., Ltd.
8. Epistar Corporation
9. Lextar Electronics Corp.
10. Everlight Electronics Co., Ltd.
11. Dominant Opto Technologies Sdn Bhd
12. Stanley Electric Co., Ltd.
13. Toyoda Gosei Co., Ltd.
14. Lite-On Technology Corporation
15. NationStar Optoelectronics Co., Ltd.
16. Rohinni LLC
17. Brightek Optoelectronic Co., Ltd.
18. Loyal Group (Refond)
19. Genesis Photonics Inc.
20. Lumens 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 Industry Value-Chain Analysis
• 4.3 Regulatory Landscape
• 4.4 Technological Outlook
• 4.5 Impact of Macroeconomic Factors
• 4.6 Porter's Five Forces Analysis
  • 4.6.1 Bargaining Power of Suppliers
  • 4.6.2 Bargaining Power of Buyers
  • 4.6.3 Threat of New Entrants
  • 4.6.4 Threat of Substitutes
  • 4.6.5 Intensity of Competitive Rivalry
• 4.7 Market Drivers
  • 4.7.1 Surge in Mini-LED Backlighting Demand
  • 4.7.2 Automotive Headlamp Shift to Matrix LED
  • 4.7.3 U.S. CHIPS Act Incentives for Domestic LED Supply Chain
  • 4.7.4 Rapid Adoption of CSP in High-Lumen Outdoor Fixtures
  • 4.7.5 Integration of UV-C LEDs in HVAC for Pathogen Control
  • 4.7.6 Emerging Micro-LED Use in AR/VR Wearables
• 4.8 Market Restraints
  • 4.8.1 Price Erosion Pressuring Gross Margins
  • 4.8.2 Thermal-Management Challenges Beyond 3 W Packages
  • 4.8.3 Dependence on Asia-Pacific Contract Packaging
  • 4.8.4 Supply Risk of Rare-Earth Phosphors

5 MARKET SIZE AND GROWTH FORECASTS (VALUE)

• 5.1 By Packaging Architecture
  • 5.1.1 Surface Mount Device (SMD)
  • 5.1.2 Chip-on-Board (COB)
  • 5.1.3 Chip Scale Package (CSP)
  • 5.1.4 Flip-Chip LED Packages
  • 5.1.5 Dual In-line Package (DIP / Through-hole)
  • 5.1.6 Others, Packaging Architecture
• 5.2 By Power Class
  • 5.2.1 Low Power (Less Than 0.5 W)
  • 5.2.2 Mid Power (0.5 to 1 W)
  • 5.2.3 High Power (1 to 3 W)
  • 5.2.4 Ultra-High Power (More Than 3 W)
• 5.3 By Emission Type
  • 5.3.1 Visible LED Packages
  • 5.3.2 Infrared LED Packages
  • 5.3.3 Ultraviolet LED Packages
• 5.4 By Material Chemistry
  • 5.4.1 Substrates
  • 5.4.2 Encapsulation
  • 5.4.3 Bonding / Die-Attach
  • 5.4.4 Phosphors / Coatings
• 5.5 By Application
  • 5.5.1 General Lighting
  • 5.5.2 Automotive Lighting
  • 5.5.3 Display and Backlighting
  • 5.5.4 Consumer Electronics
  • 5.5.5 Industrial and Specialty
• 5.6 By Country
  • 5.6.1 United States
  • 5.6.2 Canada
  • 5.6.3 Mexico

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 Cree LED, Inc.
  • 6.4.3 Samsung Electronics Co., Ltd.
  • 6.4.4 ams-OSRAM AG
  • 6.4.5 Lumileds Holding B.V.
  • 6.4.6 Seoul Semiconductor Co., Ltd.
  • 6.4.7 LG Innotek Co., Ltd.
  • 6.4.8 Epistar Corporation
  • 6.4.9 Lextar Electronics Corp.
  • 6.4.10 Everlight Electronics Co., Ltd.
  • 6.4.11 Dominant Opto Technologies Sdn Bhd
  • 6.4.12 Stanley Electric Co., Ltd.
  • 6.4.13 Toyoda Gosei Co., Ltd.
  • 6.4.14 Lite-On Technology Corporation
  • 6.4.15 NationStar Optoelectronics Co., Ltd.
  • 6.4.16 Rohinni LLC
  • 6.4.17 Brightek Optoelectronic Co., Ltd.
  • 6.4.18 Loyal Group (Refond)
  • 6.4.19 Genesis Photonics Inc.
  • 6.4.20 Lumens Co., Ltd.

7 MARKET OPPORTUNITIES AND FUTURE OUTLOOK

• 7.1 White-space and Unmet-Need Assessment