The entire industry supply chain is collapsing!! The "price hike storm" for LED lighting in 2026 is coming
Source: 中国之光网|| Views: 7300
At the start of 2026, the LED lighting industry is facing a "price hike storm." Following Bull Group and other companies releasing price adjustment signals first, dozens of LED lighting and upstream/downstream enterprises including Citron Lighting, Sanan Optoelectronics, and MLS have recently announced price increases. The hikes cover the entire industry chain from chips to packaging to finished products, with increases generally ranging from 5% to 20%.
January 16, Huizhou Cidon Industrial Development Co., Ltd. issued the "Product Price Adjustment Notice" stating that due to the continuous rise in global supply chain and raw material market prices, the lighting industry is facing significant cost pressures, with major raw material procurement prices for lighting products surging significantly. To continue providing high-quality products and services, after careful study by the company, it is planned to make appropriate adjustments to product prices, with an expected overall increase range of 5%—20%. This price adjustment plan will officially take effect on March 1. Among them, commercial lighting products increased by approximately 5%-10%, retail lighting products by approximately 10%-15%, and outdoor/industrial/public building products by approximately 10%-20%. To minimize the impact on partners, Cidon Lighting has officially set the price increase effective date for after the Lunar New Year, allowing a sufficient buffer period. It is worth mentioning that recently, Mayalit, the professional museum lighting brand under C&D, announced a price increase effective January 1, 2026. Due to uncontrollable external factors such as rising raw material costs and global supply chain fluctuations, the leading enterprise in the global LED chip sector— Sanan Optoelectronics —also issued a price increase notice in January 2026. It pointed out that the continuous rise in prices of precious metals and sapphire substrates has significantly increased the company's internal manufacturing costs. Starting from January 2026, prices will be appropriately adjusted according to product categories. Additionally, on January 15, Quanzhou Sanan Semiconductor Technology Co., Ltd. also issued an announcement stating that to better serve customers with stable supply, all new orders require re-negotiation prior to placement effective immediately. The company will make appropriate price increases based on product categories. January 14, Leford issued a notice stating that due to significant fluctuations in global commodity market prices, the prices of core raw materials (metal substrates such as gold, silver, copper, tin, etc.) have continued to rise to multi-year highs, placing unprecedented pressure on product costs. Although efforts have been made through internal optimization and efficiency improvements to absorb some of these costs, it remains difficult to fully offset the impact of the market environment. To ensure product quality stability and supply sustainability, after careful evaluation by the company's management, a price adjustment has been decided: effective January 15, 2026, appropriate adjustments will be made to the prices of the entire line of LED lighting driver power supplies, with an overall increase of approximately 5%-15%. January 10, Zhongshan City MLS General Lighting Co., Ltd. issued the "Notice on Pre-Price Increase for 2026 (Sales) Channels," stating that due to sustained and significant increases in procurement prices of upstream core raw materials (boards/LED chips/wires/soldering materials/electronic components/packaging materials), resulting in a surge in product production costs that has exceeded the company's cost absorption capacity. To ensure the stability of product quality and continuity of supply, after careful assessment, it has been decided to adjust the sales prices of products for (Sales) channels by 5%—10%. January 9, Guangdong Lianhao Lighting Technology Co., Ltd. issued the "Notice on Price Adjustment for Commercial Lighting Products," stating that due to the continuous rise in raw material costs, component procurement prices, and production operating costs, and to ensure product quality and service standards, the company has prudently decided to appropriately adjust the ex-factory prices of its commercial lighting product series (including magnetic track products). Specifically, all commercial lighting products under Lianhao Lighting will see a 10% price increase, with the new prices officially effective from January 9 (inclusive). Other companies have also introduced price adjustment measures: Sanan Optoelectronics announces that starting from January 17, 2026, the prices of its full range of LED lamp beads will increase by 10%-15%; Zhongshan Demai Lighting Technology Co., Ltd. (LEM LeYiMei) will adjust product prices starting from January 10, 2026; confirmed orders will still be executed according to the original agreement; Linyi Hexing Lighting has decided to moderately adjust the sales prices of certain products effective January 20, 2026. Meanwhile, it is committed that orders with contracts signed or deposits paid prior to the price adjustment will continue to be executed at the original contract prices; Shenzhen Lanketuan Optoelectronics Co., Ltd. has raised prices for certain products by 5%—10%, effective from the day the price increase notice was issued (January 14) …… 此轮涨价潮将持续到何时？特好照明负责人李冠在接受媒体采访时表示，涨价潮可能延续至2026年中后期，将加速行业洗牌，推动企业向高附加值产品转型。行业分析人士指出，本轮涨价并非短期波动，而是全球产业链成本重构与行业高质量发展的必然结果。 This price adjustment wave sweeping the entire industry is both an inevitable result of soaring raw material prices and a reflection of the industry's key trend shifting from low-price involution to value-based competition. The price trends of raw materials and corporate innovation capabilities will become the key variables determining the restructuring of the industry landscape. Related recommendations: Price Hike! Price Hike! A Crushing Blow to the Lighting Industry at the Start of 2026! The "rise" continues! Dozens of companies, including Bull and Hongli, collectively raise prices
