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Lighting

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Lumileds

Lumileds

Lumileds

Verified Sep 2026

Lighting

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United States flag

San Jose, California

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Since 1999

Lumileds is a global LED and microLED maker and one of the two largest automotive lighting suppliers in the world, with roots in Hewlett-Packard's optoelectronics division. It builds forward-lighting and signaling LEDs and integrated modules under the LUXEON name, employs about 3,500 people across 15-plus locations, and says its lighting is used in roughly one in three cars worldwide.

Lumileds

Verified Sep 2026

AT A GLANCE

Founded

1999

Headquarters

United States flag

San Jose, California

Employees

~3,500

Ownership

Private

Lumileds at a glance

Revenue

~$600M

Est. band · unaudited

Employees

~3,500

Company-published · 15+ locations

Founded

1999

Roots in Hewlett-Packard optoelectronics

Headquarters

San Jose, California

US LED factory · Eindhoven ops HQ

Ownership

Private

Credit-fund owners since 2022

Certifications

IATF 16949

Sector norm · undated

Import activity

1,767

Known customers

Automotive OEM lighting programs

Undisclosed · component supplier

Industries

Automotive

Electric Vehicles

Electronics

Consumer Goods

Sourcing and import activity

From US customs bill-of-lading records, importer entity Lumileds

US sea imports

1,767

Named foreign suppliers

4

Top origins

Poland · Malaysia · Germany · Thailand

Most recent shipment

Sep 24, 2026

Shared foreign counterparties do not establish that these companies buy from Lumileds.

What this tells a buyer

The top shipping sources are Lumileds' own plants in Poland, Malaysia, and Germany, plus Thailand assembly partner Hana Microelectronics. The pattern is intra-company logistics, LED product made in the company's global fabs and imported into the US, not an arm's-length supplier network.

Lumileds is a component supplier serving OEM lighting programs, so it does not publish a customer list. What is documented is its market position: a top-2 global automotive LED supplier that says its lighting is used in about one in three cars worldwide.

Ownership has changed hands repeatedly since 2022: Chapter 11 restructuring, a collapsed San'an acquisition in 2026 blocked on US national-security grounds, and an August 2026 senior-secured-debt realignment led by Gallant Capital Partners. Alongside that, the company is expanding automotive-lighting production in Penang, Malaysia.

Source: US customs bill-of-lading records and public filings · Last verified Sep 28, 2026

STABILITY SIGNALS

Active

One of the top two global automotive LED suppliers; the company states its lighting is used in roughly one in three cars worldwide.

Actively importing LED product into the US as of September 2026, and expanding automotive-lighting production in Penang, Malaysia.

LED and microLED maker since 1999, with roots in Hewlett-Packard's optoelectronics division.

What Lumileds makes

Lumileds makes LEDs, microLEDs, and integrated lighting modules, and it is one of the two largest automotive LED suppliers in the world alongside ams-OSRAM. The company says its lighting is used in roughly one in three cars worldwide and one in two in Europe. Its control over epitaxy, packaging, and phosphor technology, a lineage that traces to Hewlett-Packard's optoelectronics division, lets it build light sources engineered for specific automotive and display applications rather than generic emitters.

The automotive portfolio centers on forward lighting and signaling. LUXEON Altilon and Altilon SMD supply the bright white light used in headlamps. LUXEON Neo is a miniaturized 0.5 mm2 emitter built for high-density matrix headlighting and adaptive driving beam systems, where dozens of individually controlled pixels shape the beam around oncoming traffic. LUXEON MxN targets adaptive driving beam head lighting directly, and LUXEON 3D LED gives designers curved exterior signatures for signaling and brand identification. In 2026 Lumileds added two integrated automotive assemblies, LUXEON Go for headlights and LUXEON LxN for vehicle signaling, moving up the value chain from packaged LEDs toward complete light engines that drop into an OEM customer's platform.

Beyond automotive, Lumileds serves display backlighting, mobile camera flash, general illumination, horticulture, and UV and infrared applications through its LUXEON family. The company positions its differentiation as advanced packaging and systems integration, embedding light sources directly into customer products, a capability it argues separates it from commodity LED manufacturers.

Ownership and history

Lumileds has one of the more eventful ownership histories in the automotive supply base. It began in 1999 as an LED joint venture with roots in Hewlett-Packard and Agilent, later became Philips Lumileds, and in 2017 Apollo Global Management bought an 80.1% stake from Royal Philips. In August 2022 the company filed a prepackaged Chapter 11 restructuring to cut debt, and it emerged 63 days later, on November 1, 2022, with funded debt reduced from about $1.7 billion toward roughly $400 million. Ownership passed from Apollo and Philips to former creditors, principally Anchorage Capital Group, Nut Tree Capital Management, and Nuveen.

Two more transactions followed. In August 2025, San'an Optoelectronics and Inari Amertron agreed to acquire 100% of Lumileds Holding B.V. for about $239 million, but the deal collapsed in April 2026 after United States national-security regulators opposed it. Then on August 18, 2026, Gallant Capital Partners acquired majority positions in Lumileds' senior secured term loan facilities. The company described that transaction as a transfer of existing debt ownership among lenders that gives it an aligned lender base and does not change its governance model, with leadership and customer program commitments unchanged. CEO Steve Barlow said the arrangement lets the company keep investing in its LED and microLED roadmaps.

A structural change in the automotive channel also shaped what Lumileds is today. In May 2024 it sold its Lamps and Accessories business, including its Philips-brand automotive replacement bulbs and the associated factories in China, Germany, and Poland, to First Brands Group for $238 million. That divestiture moved the aftermarket bulb line out of Lumileds and refocused the company on LED and microLED technology. Buyers who remember Lumileds primarily as a Philips-branded aftermarket bulb supplier are now dealing with a different company: an LED component and integrated-module maker aimed mainly at OEM programs.

Operations and footprint

Lumileds employs approximately 3,500 people across more than 15 locations. Its operational headquarters is in Eindhoven, the Netherlands, and its historic Silicon Valley home and a US LED factory sit at 370 W. Trimble Road in San Jose, California. Manufacturing runs through LED factories in San Jose; Aachen, Germany; Jiaxing, China; two plants in Penang, Malaysia; and Singapore. North American automotive business is run from an office in Farmington Hills, Michigan, the address that appears on the company's US import records.

Penang is the center of gravity for automotive production. In September 2026 Lumileds expanded its Penang operations, standing up high-volume lines for LUXEON Go and starting production of LUXEON LxN, and transferring its Thin Film Flip Chip process into the region. The company described Penang as the foundation of its global production network, with roots in the region dating to its Hewlett-Packard origins.

Workforce direction is mixed. Third-party headcount series show a decline of roughly 2% over twelve months and about 7% over two years, and the company disclosed layoffs at its San Jose site across 2025 and 2026. At the same time it is adding automotive capacity in Malaysia, which points to a shift in where the work sits rather than a simple contraction.

Quality and reliability

Lumileds frames quality as a core operating principle, describing a commitment to zero-defect products and market-leading reliability across its development, production, and delivery systems. As one of the top two automotive LED suppliers, it operates to the automotive industry's PPAP and quality-planning disciplines and to IATF 16949, the quality-management standard most vehicle makers require of their lighting suppliers. This profile does not cite a specific dated certificate; the certification posture is reported as the sector norm for a supplier at this position, not as an independently verified certificate.

Known customers

Lumileds does not publish a customer list, which is normal for a component supplier serving OEM lighting programs under long-term agreements. What is documented is its market position and specific program milestones.

Customer

Evidence

Confidence

As of

Automotive OEMs (aggregate)

Company states its lighting is used in roughly one in three cars worldwide and one in two in Europe; ranked a top-2 global automotive LED supplier

Reported

2026

Korea road-legal LED program

First road-legal LED-headlamp homologation in a domestic market via the Philips Ultinon Essential gen2 H7 bulb, per the company

Documented

2020

Named OEM accounts are not disclosed, so this profile reports Lumileds' documented market position rather than a specific customer roster.

Sourcing evidence

Lumileds appears in US customs records under an importer entity based at 34119 W 12 Mile Road in Farmington Hills, Michigan, its North American automotive office. The record shows 1,767 US import shipments, with the most recent on September 24, 2026, so the company is actively moving product into the US. The largest shipping sources are the company's own plants, Lumileds Poland, Lumileds Malaysia, and Lumileds Deutschland, along with Hana Microelectronics, a Thailand-based assembly partner. That is the signature of intra-company logistics, LED product manufactured in the company's global fabs and imported into the US for distribution to customers, rather than a network of arm's-length third-party suppliers.

Coverage caveats: these are US ocean-freight records only. Air, truck, and rail movements do not appear; some records name freight intermediaries rather than manufacturers; and product categories come from declared manifest codes, which are noisy. Absence of a record is not evidence of absence. This is a directional read on trade activity, not an audited account of Lumileds' supply chain.

Frequently asked questions

What does Lumileds make?

Lumileds makes LEDs, microLEDs, and integrated lighting modules. In automotive it supplies forward-lighting and signaling LEDs and assemblies under the LUXEON name, including LUXEON Altilon, LUXEON Neo for matrix headlighting, LUXEON MxN for adaptive driving beam, and the LUXEON Go and LUXEON LxN integrated automotive assemblies introduced in 2026. It also serves display, mobile camera flash, general illumination, horticulture, and UV and infrared markets.

Who owns Lumileds?

Lumileds is privately held. Apollo Global Management owned a majority stake from 2017 until the company's 2022 Chapter 11 restructuring, which transferred ownership to former creditors led by Anchorage Capital, Nut Tree Capital, and Nuveen. A proposed 2025 acquisition by San'an Optoelectronics and Inari Amertron collapsed in April 2026 over US national-security concerns. In August 2026, Gallant Capital Partners acquired majority positions in the company's senior secured debt, which Lumileds said does not change its governance model.

Where is Lumileds headquartered?

Lumileds Holding B.V. is Netherlands-domiciled, with operational headquarters in Eindhoven and a historic Silicon Valley home and US LED factory in San Jose, California. It runs LED factories in San Jose, Aachen (Germany), Jiaxing (China), Penang (Malaysia), and Singapore, and its North American automotive business operates from Farmington Hills, Michigan.

Is Lumileds a large automotive lighting supplier?

Yes. Lumileds is one of the two largest automotive LED suppliers in the world, alongside ams-OSRAM, and the company states its lighting is used in roughly one in three cars worldwide and one in two in Europe. It employs about 3,500 people across more than 15 locations.

Does Lumileds still sell Philips automotive bulbs?

No. Lumileds sold its Lamps and Accessories business, including Philips-brand automotive replacement bulbs, to First Brands Group for $238 million in May 2024. Today's Lumileds focuses on LED and microLED components and integrated automotive-lighting modules aimed primarily at OEM programs, not the aftermarket replacement-bulb channel.

How many employees does Lumileds have?

Lumileds reports approximately 3,500 employees across more than 15 locations worldwide. An older company statement citing more than 7,000 people predates its 2024 divestiture of the Lamps and Accessories business and its subsequent restructuring, so the current figure of about 3,500 is the one the company publishes today.

Last verified September 28, 2026. Is this your company? Request a correction.

Latest news

Sep 2026

Lumileds filed patent-infringement actions against Xiaomi in the Unified Patent Court in Europe (company announcement).

Sep 2026

Lumileds expanded its Penang, Malaysia operations, adding LUXEON Go and LUXEON LxN automotive-lighting production lines and transferring its Thin Film Flip Chip process (company announcement).

Aug 2026

Gallant Capital Partners acquired majority positions in Lumileds' senior secured term loan facilities, a lender realignment the company said does not change its governance model (company announcement).

Refreshed weekly · updated Sep 28, 2026

Leadership

Steve Barlow

Chief Executive Officer

Tom Constantino

Chief Financial Officer

Jascha Ortmanns

SVP Global Operations

Alexander Dijk

VP Global Sales

Location & contact

San Jose, CA (US LED factory)LED factory · United States
Eindhoven, Netherlands (Operational HQ)Headquarters · AB Eindhoven, The Netherlands
Farmington Hills, MI (NA automotive office)Office · United States
Penang, Malaysia (2 LED factories)LED factory · Pulau Pinang, Malaysia
Aachen, Germany (LED factory)LED factory · Aachen, Germany
Jiaxing, China (LED factory)LED factory · Zhejiang, China
Singapore (LED factory)LED factory · Yishun Avenue 7, Singapore
San Jose, CA (US LED factory)370 W. Trimble Road, San Jose, CA 95131, United StatesUS LED factory and historic Silicon Valley home

Inside the facility

Photo of the supplier's manufacturing facility, plant, or products

LED headlamps in operation, from Lumileds' automotive lighting materials

Photo of the supplier's manufacturing facility, plant, or products

LUXEON 3D LED signaling demo, for exterior styling and signaling

Photo of the supplier's manufacturing facility, plant, or products

LUXEON Altilon, a forward-lighting white LED package

Photo of the supplier's manufacturing facility, plant, or products

LUXEON Neo, a miniature LED for matrix headlighting

Photos: lumileds.com

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