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

According to Mordor Intelligence, the lED packaging market size is projected to expand from USD 16.50 billion in 2025 and USD 17.16 billion in 2026 to USD 21.49 billion by 2031, registering a CAGR of 4.60% between 2026 and 2031.

This report is Segmented by Packaging Architecture (Chip-On-Board, Glass-On-Board, and More), Power Class (Mid Power (0. 5 - 1 W), High Power (1 - 3 W), and More), Emission Type (Visible LED Packages, Infrared LED Packages, and More), Material Chemistry (Substrates, Encapsulation, and More), Application (General Lighting, and More), and Geography. The Market Forecasts are Provided in Terms of Value (USD).

Global LED Packaging Market Trends and Insights

Surging Adoption of Mini-LED Backlights in IT Products

Demand for thinner laptops, vivid monitors, and high-contrast tablets has vaulted mini-LED backlighting into mainstream production. Each direct-lit panel requires five to ten times as many dies as its edge-lit predecessors, increasing total unit consumption even as average selling prices decline. CSP packages offer sub-millimeter pitch, low z-height, and tight wavelength binning, which premium display brands now specify as baseline. Packaging houses that automate optical inspection at gigapixel throughput and ship pre-binned arrays capture the most value, while legacy SMD suppliers reliant on manual pick-and-place platforms struggle to compete.

Accelerated Automotive Shift to Adaptive Matrix LED Headlamps

Automotive original equipment manufacturers (OEMs) have prioritized matrix and pixel lighting to improve driver visibility without glare. Audi's 25,600-pixel headlamp prototype exemplifies the jump in on-board emitter count, pushing high-power CSP and flip-chip packages that withstand -40 °C to +150 °C cycles and meet AEC-Q102. Europe advances fastest under Regulation 123, giving regional suppliers early revenue, while the United States awaits final glare thresholds from the National Highway Traffic Safety Administration. Suppliers with automotive-grade quality systems win design-ins and lock multi-year production contracts.

Persistent Patent-Thicket Litigation Costs for Flip-Chip Designs

Everlight, Nichia, Seoul Semiconductor, and Lumileds continue to file cross-border infringement suits, averaging USD 5 million in legal spend per case. Damages debates over lost profits versus reasonable royalties elevate uncertainty and force smaller entrants to allocate reserves rather than fund research and development. Cross-licensing among incumbents creates barriers that slow new entrants and extend monetization for established portfolios.

Other drivers and restraints analyzed in the detailed report include:

1. Government Bans on Mercury-Based Lighting Products
2. Rapid Fab Capacity Build-Out in China for Advanced CSP Lines
3. Supply Tightness of High-CRI Red Phosphors

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

Segment Analysis

Surface-mount device formats commanded 43.45% of the LED packaging market share in 2025, a lead built on decades of automated assembly infrastructure. CSP alternatives eliminate lead frames and mold compounds, shrinking profiles below 0.5 mm and boosting optical extraction. CSP sales climb on a 5.11% CAGR, pushed by mini-LED backlighting and wearable devices that demand thin modules. Automotive and industrial buyers retain chip-on-board and flip-chip arrangements for superior thermal paths, yet litigation costs temper rapid migration. Integrated-module devices combine driver integrated circuits with the emitter array, reducing the bill of materials and appealing to luminaire OEMs that favor supply-chain simplification.

SMD suppliers defend their share through high-speed pick-and-place throughput and pervasive socket compatibility. Nonetheless, price erosion from surplus Chinese capacity compresses margins, accelerating the shift toward high-reliability niches where CSP and flip-chip packages provide both performance and cost headroom at volume. Legacy through-hole and dual-in-line formats fade in outside indicator and specialty retrofits.

Mid-power 0.5-1 W packages captured 37.67% of the LED packaging market size in 2025, buoyed by general lighting retrofits. High-power 1-3 W devices expand at a 4.98% CAGR, reflecting adaptive matrix headlamps and factory machine-vision luminaires that each need individual emitters exceeding 100 lumens with rapid switching. Ultra-high-power units above 3 W penetrate stadium, horticulture, and industrial bays but carry junction-to-case thermal targets under 2 °C/W, steering materials toward copper substrates, diamond-like interface layers, or even microchannel coolers.

Indicators with a power consumption of 0.5 W are increasingly subject to commoditization and substantial price reductions. The automotive sector, characterized by its stringent requirements such as AEC-Q102 certification and the ability to withstand 3,000 thermal cycles, distinctly separates itself from consumer-grade product lines. This differentiation necessitates that manufacturers refine and optimize their production processes to cater to the specific demands of each power category. Consequently, this approach results in the allocation of capital to distinct reliability standards, ensuring compliance with the varying requirements of these markets.

Geography Analysis

Asia-Pacific retained 68.55% of the LED packaging market share in 2025, led by China's vertically integrated clusters in Guangdong and Jiangsu, which collocate epitaxy with final module assembly. Investments topping RMB 2 billion (USD 280 million) at BOE Huacan and RMB 215.57 million (USD 30 million) at Qianzhao Optoelectronics illustrate scale economies that lower per-die costs while intensifying regional price competition. Japan focuses on high-efficiency UV and automotive packages, leveraging Nichia's 280 nm line and its alliance with European OEMs through the Aachen Automotive Innovation Center. South Korea's Samsung Electronics and LG Innotek channel 600 billion won (USD 450 million) into flip-chip ball-grid-array lines that target premium displays and vehicle modules. Southeast Asia welcomes Malaysia's USD 83.88 million Aoyang Shunchang plant as firms diversify geographic risk.

North America emphasizes regulatory-driven retrofits and specialty applications. The January 2026 Canadian mercury lamp ban compels rapid LED conversions countrywide, while the United States finalizes adaptive driving beam regulations. Domestic packaging houses focus on automotive, UV-C sterilization, and industrial reliability niches. Europe's stringent Ecodesign rules and early adaptive headlamp approvals are driving steady demand for high-power, automotive-qualified packages. Germany anchors automotive sourcing, with local Tier-1 lighting firms co-developing modules with Japanese and Korean die suppliers.

South America, the Middle East, and Africa collectively represent modest shares but deliver situational spikes. Brazil's construction rebound lifts general lighting unit sales, while oil-rich Gulf states deploy high-lumen packages in mega-projects. South Africa mandates ruggedized IP65 modules for mining and industrial zones, while Egypt prefers low-power solar streetlights for grid-constrained rural districts.

1. Nichia Corporation
2. Samsung Electronics Co. Ltd.
3. Seoul Semiconductor Co. Ltd.
4. CreeLED Inc.
5. Ams-Osram AG
6. Lumileds Holding B.V.
7. Everlight Electronics Co. Ltd.
8. LG Innotek Co. Ltd.
9. NationStar Optoelectronics Co. Ltd.
10. Lextar Electronics Corp.
11. Epistar Corporation
12. Dominant Opto Technologies Sdn Bhd
13. Toyoda Gosei Co. Ltd.
14. Lite-On Technology Corporation
15. Hongli Zhihui Group Co. Ltd.
16. MLS Co. Ltd.
17. Refond Optoelectronics Co. Ltd.
18. Bridgelux Inc.
19. San'an Optoelectronics Co. Ltd.
20. Everlight Americas 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 Surging Adoption of Mini-LED Backlights in IT Products
  • 4.2.2 Accelerated Automotive Shift to Adaptive Matrix LED Headlamps
  • 4.2.3 Government Bans on Mercury-Based Lighting Products
  • 4.2.4 Rapid Fab Capacity Build-Out in China for Advanced CSP Lines
  • 4.2.5 On-Device Opto-Biometric Sensors Driving IR LED Demand
  • 4.2.6 Emerging Horticulture Solid-State UV-B Illumination Systems
• 4.3 Market Restraints
  • 4.3.1 Persistent Patent-Thicket Litigation Costs for Flip-Chip Designs
  • 4.3.2 Supply Tightness of High-CRI Red Phosphors
  • 4.3.3 Thermal-Management Challenges Above 3 W Ultra-High-Power Class
  • 4.3.4 Price Erosion from Over-Capacity in Low-Power SMD Packaging
• 4.4 Industry Value-Chain Analysis
• 4.5 Technology Analysis
• 4.6 Regulatory Landscape
• 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 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 Integrated Module Device (IMD)
  • 5.1.7 Glass-on-Board (GOB)
  • 5.1.8 Mini-LED Display Packaging
• 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 (1-3 W)
  • 5.2.4 Ultra-High Power (Above 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 Geography
  • 5.6.1 North America
    • 5.6.1.1 United States
    • 5.6.1.2 Canada
    • 5.6.1.3 Mexico
  • 5.6.2 South America
    • 5.6.2.1 Brazil
    • 5.6.2.2 Argentina
    • 5.6.2.3 Rest of South America
  • 5.6.3 Europe
    • 5.6.3.1 United Kingdom
    • 5.6.3.2 Germany
    • 5.6.3.3 France
    • 5.6.3.4 Rest of Europe
  • 5.6.4 Asia-Pacific
    • 5.6.4.1 China
    • 5.6.4.2 Japan
    • 5.6.4.3 India
    • 5.6.4.4 Southeast Asia
    • 5.6.4.5 Rest of Asia-Pacific
  • 5.6.5 Middle East
    • 5.6.5.1 Saudi Arabia
    • 5.6.5.2 United Arab Emirates
    • 5.6.5.3 Turkey
    • 5.6.5.4 Rest of Middle East
  • 5.6.6 Africa
    • 5.6.6.1 South Africa
    • 5.6.6.2 Egypt
    • 5.6.6.3 Rest of Africa

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 Seoul Semiconductor Co. Ltd.
  • 6.4.4 CreeLED Inc.
  • 6.4.5 Ams-Osram AG
  • 6.4.6 Lumileds Holding B.V.
  • 6.4.7 Everlight Electronics Co. Ltd.
  • 6.4.8 LG Innotek Co. Ltd.
  • 6.4.9 NationStar Optoelectronics Co. Ltd.
  • 6.4.10 Lextar Electronics Corp.
  • 6.4.11 Epistar Corporation
  • 6.4.12 Dominant Opto Technologies Sdn Bhd
  • 6.4.13 Toyoda Gosei Co. Ltd.
  • 6.4.14 Lite-On Technology Corporation
  • 6.4.15 Hongli Zhihui Group Co. Ltd.
  • 6.4.16 MLS Co. Ltd.
  • 6.4.17 Refond Optoelectronics Co. Ltd.
  • 6.4.18 Bridgelux Inc.
  • 6.4.19 San'an Optoelectronics Co. Ltd.
  • 6.4.20 Everlight Americas Inc.

7 MARKET OPPORTUNITIES AND FUTURE OUTLOOK

• 7.1 White-Space and Unmet-Need Assessment