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根据TrendForce集邦咨询最新报告《2025LED植物生长灯及主要应用领域发展趋势》显示,2024年以果蔬类种植为主的温室大棚用LED照明需求复苏,加上中小型垂直农场投资建设带动新增需求回暖,2024年LED植物照明市场规模为13.15亿美金。未来几年随着LED持续渗透,以更高光合光子效率(PPE)和光合光子通量密度(PPFD)以及可调光多通道产品集中替换以及对新兴科技农业大力投入,促使农场主更为积极导入LED照明设备,带动LED植物照明市场需求增长,2029年市场规模有机会成长至20.56亿美元,2024至2029年复合成长率达9.4%。

报告进一步指出,温室大棚(Greenhouse,含non-stacked室内种植)的LED植物照明应用需求占比最高,其次是垂直农场(VerticalFarming),最后是消费端。2024年温室大棚用LED植物照明占据6成以上市场份额,垂直农场用则为3成以上,未来在新兴农业科技投入之下,垂直农场应用需求占比将逐步提升。

01温室大棚(Greenhouse,含non-stacked室内种植)应用市场机会

该应用市场目前仍以LED替换HPS的需求仍然占主导地位,主要受益于LED显著的节能效益。市场重心已转向600W以上的高功率解决方案,600W至1500W区间的产品逐渐成为主流配置,光合光子效率(PPE)整体水平已提升至3.0-4.5µmol/J,不仅提高了植物的生长效率,也降低了种植主整体生产成本。

2024年LED植物照明对于室内种植大麻用市场需求依赖度显著下降,然而对于保鲜程度要求严格的高经济作物诸如西红柿、草莓、葡萄等果蔬类和花卉类应用的市场需求增加,为降低运输成本,同时保持新鲜度,近距离供应需求提升。TrendForce集邦咨询研究表明,2024年温室大棚应用的LED植物照明市场产值占比高达61.5%,尽管较2023年比重有所下降,但仍然为主力应用领域。TrendForce集邦咨询预估该市场产值将持续成长,有望于2029年达11.58亿美元,2024至2029年间的年复合成长率为7.5%。

为抢占市场商机,昕诺飞(Signify)旗下品牌Philips和Fluence、Hawthorne旗下品牌Gavita和Agrolux、Acuity、Lumatek、Hortilux、Heliospectra、CaliforniaLightworks和中科三安(Sananbio)等推出的产品中,更加注重优化光谱配方,基本都配备了多通道控制的可调配光谱功能。除了标准的120度光束角外,140度和150度的宽光束角也备受推崇。

02中小型垂直农场(VerticalFarming)应用市场机会

垂直农场建设投资经历了过去2年的调整期2024年垂直农场市场开始有所转机,中小型垂直农场迎来发展曙光。

TrendForce集邦咨询研究指出,在本土化种植需求提升、对新鲜健康果蔬的日益重视以及政府补贴等多重利好因素的推动下,中小型垂直农场正朝着可营利的方向发展,包括规模较小的农场、以城市小区为主的集装箱农场(ContainerFarm)以及由商超或零售商运营的店内农场(In-storeFarm),成为持续性较好的需求增量来源。

集装箱农场的重点市场涵盖城市小区、岛国度假村(如斯里兰卡)、学校教育研究机构和资源匮乏地区(如阿拉斯加)等;店内农场则可部署在店铺、酒店和餐厅等地,甚至可以部署在远洋航行的船只,如AgwaFarm产品应用于SynergyMarineGroup管理油轮上。栽培作物由低矮绿色蔬菜延展至草莓、洋葱和育种等高经济型作物。TrendForce集邦咨询预估该市场产值将持续成长,有望于2029年达8.22亿美元,2024至2029年间的年复合成长率为13.1%。

03消费端应用市场机会

根据TrendForce集邦咨询最新数据显示,因应欧美地区消费者对室内家庭园艺和装饰植物需求攀升,且电子商务平台的兴起使得消费者更易以低成本方式购买设备,带动消费类植物生长灯销量增加,2024年消费端及其他用LED植物照明市场规模占据整体市场4.8%的份额。

随着欧美消费者对居家园艺的追求热度不减,且持续有新的植物生长灯产品问世,有望进一步推动市场扩张,TrendForce集邦咨询估计该应用市场产值有望于2029年达到76百万美元,2024与2029年间的年复合成长率为3.7%。

以下是TrendForce集邦咨询《2025LED植物生长灯及主要应用领域发展趋势》报告目录:

报告询价及购买请联系

王春胜PerryWang

电话:+86-755-82838931ext.6800

手机:13825284100(微信同号)

邮箱:perrywang@trendforce.cn

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