LED Industry Quarterly Update - 4Q25

Last Modified

2025-12-02

Update Frequency

Quarterly

Format

PDF

The 4Q25 Gold+ Member Report analyzes the LED industry, including 2024-2025(E) LED manufacturer revenue and capacity, and LED manufacturer revenue rankings in Flash LEDs, consumer electronics backlight, lighting, video walls, automotive lighting and backlight, and UV LED applications. TrendForce also provides a detailed analysis of 3Q25 LED manufacturer revenue and product revenue structure.

Key Highlights

LED Chip Industry

The LED chip market value in 2025 is forecast to decline to USD 2.841 billion (-1% YoY), while the combined market share of the top ten manufacturers is expected to rise to 93%.
2025(E) top 5 LED chip manufacturers are San’an, Ennostar, HC Semitek, Changlight, and MTC.

LED Package Industry

Due to weak downstream demand and intensified price competition, the total value of the global LED market is projected to decline to USD 11.760 billion in 2025 (-4% YoY).
2025(E) top 10 LED manufacturers are ams OSRAM, Nichia, MLS, Seoul Semiconductor, Everlight, LITEON, Lumileds, Samsung LED, Jufei, and Hongli.