Price hike of up to 50%! Signify issues two price increase notices

Recently, Signify (China) Investment Co., Ltd. issued two price adjustment notices.

Accordingly, the "2026 Philips Traditional Product Price Adjustment Notice" indicates that Signify (Philips Lighting Business) will increase the sales price and recommended resale price for multiple traditional products under the Philips brand starting February 1, 2026.

This price adjustment covers traditional lighting products across multiple categories including health lamps, industrial lamps, UV purification lamps, and ballasts, with a maximum increase of up to 50%.

Regarding this significant price increase, Signify provided a clear explanation in the notice: As raw material supplies for traditional products continue to tighten, prices of various raw materials have risen consecutively, and exchange rates have fluctuated significantly, substantially impacting the cost of our products.

It is worth noting that Signify's price increase was not targeted solely at traditional product categories; concurrently, it issued a second price adjustment notice titled '2026 Philips Brand Engineering Channel Professional Luminaire Price Adjustment Notice', specifically aimed at engineering channel dealers, thereby further expanding the scope of price adjustments.

This letter clearly states that, due to the continuous rise in raw material prices and supply shortages, starting from March 1, 2026, purchase prices for dealers of certain professional luminaire products in core engineering channels will be adjusted, affecting multiple core engineering categories.

具体涨幅如下：景观及亮化产品、道路及隧道产品、办公产品均上调5%-10%，体育及投光灯产品、筒射灯及灯带产品上调5%，工业产品、控制类产品上调10%。值得下游工程经销商重点关注的是，函件还明确了订单价格执行的特殊约定，为备货预留了缓冲空间。

According to incomplete statistics, as of now, more than 50 LED lighting and related industry/supply chain enterprises in China have successively issued price increase notices. These include international giants, leading domestic companies, and a large number of small and medium-sized supporting manufacturers, forming a trend of "whole industry chain coordinated price increases," which is far from being just a short-term market fluctuation. For example:

1月29日，国内LED封装龙头企业国星光电发布对外联络函表示，近期各类原材料价格的持续上涨，物料成本显著增加，原供货价格难以为继。为确保产品的持续可靠稳定供应，公司经过慎重评估决定：自2026年2月1日起，对RGB全线产品价格进行调整。

January 28, leading enterprise in the LED power supply sector Inventronics stated that after careful assessment, it will adjust prices for product lines significantly affected by cost pressures. Starting March 1, 2026, adjustments will be made to product lines most concentrated under cost pressure; prices will be moderately increased, with an average rise of approximately 5%-15%.

梳理这一轮涨价潮不难发现，此次涨价呈现出三个鲜明特点：一是覆盖面极广，从上游芯片、中游封装，到下游终端照明、配套元器件，全产业链均有企业参与调价；二是调价力度分化，传统照明产品涨幅更为明显（如昕诺飞最高50%），LED主流产品涨幅相对温和（如英飞特5%-15%）；三是生效时间集中，多数企业的调价生效时间集中在2月1日前后，部分企业延迟至3月1日，刚好覆盖春节前后的订单交接周期，对下游经销商、工程商的备货计划造成直接影响。

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春节将至，这一轮涨价潮无疑给LED照明行业的从业者们出了一道“考题”。对于下游经销商、工程商而言，当下最关键的是及时关注各企业的调价政策——尤其是昕诺飞工程渠道明确的订单执行规则（如调价前已下单、4月30日前完成发货可按原价执行，已付订金、提前采购且按期发货也可沿用原价），合理规划备货节奏，提前与上游厂商沟通订单价格，降低涨价带来的经营风险；对于企业而言，在涨价的同时，更应注重提升产能稳定性、优化供应链管理，避免因涨价引发客户流失。

Industry insiders analyze that the price surge in the LED lighting industry is not a short-term phenomenon. With raw material prices remaining high and supply chain structures continuously adjusting, the upward pricing trend is expected to persist for the next 1-2 quarters. Some small and medium-sized manufacturers may be forced to exit the market due to cost pressures, while industry concentration is expected to further increase.