Development News and Updates on the Indoor Lighting Industry

I. Core Technological and Product Breakthroughs

- Signify AI + Healthy Lighting New Products (Nov 19, 2025): Launched the Philips Full-Screen Panel Light RC468V (side-emitting + borderless design for uniform overall light output, positioned as a "spatial light building material"), the NatureConnect natural light solution (circadian dimming with proven scientific light formula implementation), and the GenAI-agent empowered Interact Office Flex (the world’s first GenAI office lighting solution with active decision-making capabilities, suitable for stock renovation projects).

- Qifu Light AI Ultra-Energy-Saving System (Dec 2025): Retrofitted 13 Wanda Plazas in Shanghai, reducing single-lamp power consumption to 2.5W with a comprehensive energy-saving rate exceeding 83%; won the bid for the East China basement project of CIFI Property Services, achieving 80%–90% energy savings; completed the renovation of 50 residential communities in Qingdao with a 63% energy-saving rate.

- Healthy Lighting Technology Upgrade: MLS and Hongli Zhihui launched dedicated COB light sources for circadian lighting, with the 460–490nm wavelength band accounting for 18%–22% and an M/P ratio of 0.7–0.9, suitable for daytime alertness needs.

II. Market Scale and Structural Changes

- Scale Forecast: The LED penetration rate will reach 92% in 2025; the market scale is expected to exceed 850 billion yuan by 2030, with a compound annual growth rate (CAGR) of 7.2%; the proportion of smart lighting will rise from 28% in 2025 to over 52% by 2030.

- Segmentation Pattern: Residential lighting accounts for over 55% of the market (driven by hardbound housing and old community renovation); the office lighting market scale is projected to reach 72 billion yuan by the end of 2025, with a year-on-year growth rate of 11.5%; commercial lighting demand is growing under the impetus of green buildings and ESG initiatives.

- Leading Enterprise Movements: NVC Lighting is advancing the strategy of "home retail solutionization + high-end engineering specialization" and launching a 10-million-level dealer empowerment program; 3NOD is promoting its "Dual-Store Model 2.0 + new media matrix"; Opple, Bull Group, and other players are accelerating channel upgrading and branding efforts.

III. Policy and Standard Guidelines

- The Light Industry Steady Growth Work Plan (2025–2026) by the Ministry of Industry and Information Technology and Two Other Ministries (Sep 2025): Accelerate the formulation of a lighting technology innovation roadmap, completing the formulation and revision of 300 industry standards annually; promote multi-scenario smart lighting systems and formulate national standards for smart home interconnection; implement the product replacement program and encourage the development of aging-friendly and green smart lighting products.

- Energy Efficiency and Green Standards: The General Code for Building Energy Conservation and Renewable Energy Utilization is driving the accelerated phase-out of high-energy-consuming products; under the "dual carbon" goals, lighting energy efficiency standards are continuously upgraded, forcing enterprises to transform toward low-carbon and intelligent development.

IV. Cross-Border Integration and Ecological Expansion

- Gree’s Cross-Border Entry into Lighting: Launched a "Lighting Management System" on its official website and rolled out an 89-yuan smart sensor LED night light, stepping into the smart lighting track.

- OPPEIN × Panasonic Cooperation (Sep 2025): Targeting the "whole-house intelligent healthy light space", the partnership integrates optical technology and AIoT systems, with products covering eye protection and circadian regulation functions, to be launched in OPPEIN smart home exhibition halls in 2026.

- Aupu Home’s Differentiation Strategy: The Smart Human-Sensor Bathroom Heater features AI human body induction, realizing linkage between lighting, deodorization, ventilation, and constant temperature control.

V. Trend Summary

- In-Depth AI Empowerment: Shifting from passive control to active decision-making, stock renovation has become a key application scenario, achieving dual improvements in energy conservation and intelligence.

- Dual Drivers of Health + Aesthetics: Circadian lighting and natural light simulation have become standard configurations, and lighting is transforming from a functional component to a spatial light building material.

- Accelerated Green and Low-Carbon Development: AI energy-saving solutions, high-efficiency LEDs, and Mini/Micro LEDs have become mainstream, driven by both policies and the market.

- Deepened Cross-Border Integration: Home appliance and furniture enterprises are entering the lighting sector, and the trend of integration between lighting, whole-house intelligence, and spatial design is becoming increasingly evident.