Signify, price increase! MLS, price increase! Unilumin, price increase!

In the past few days, Signify, Unilumin, MLS, Leyard, Silan Micro, etc. leading players have collectively issued price increase notices; many are the second or even fifth price adjustment of the year.

Signify

On July 1, Signify (Signify, Signify (China) Investment Co., Ltd.) issued another LED OEM product price adjustment notice to all partners in the OEM division and end customers.

Signify stated that recently, due to the continuous rise in raw material prices, relevant production costs have increased. Therefore, corresponding adjustments need to be made to the prices of certain products. Starting from July 1, 2026, the dealer purchase price for Philips CertaDrive SPS 24VDC series 24V power supplies will increase by 4.5%—9%, and the recommended resale prices for the products will be updated accordingly.

It is worth noting that this price adjustment is already the fifth price hike by Signify in 2026, affecting the following products:

• Traditional lighting products (UV purification lamps, industrial lamps, infrared lamps, etc.)

• Professional engineering luminaires (landscape lighting, road tunnels, office luminaires, downlights/spotlights, light strips, etc.)

• Brand series products (floodlights, bracket lights, canopy lights, linear lights, etc.)

• OEM LED products, OEM LED drivers (outdoor power supplies, indoor power supplies, etc.)

Unilumin Technology

On July 3rd, Unilumin Technology issued a 'Notice on Product Price Adjustment' to customers, announcing a gradual moderate price increase for all product lines starting from July 6th.

Unilumin Technology stated that recently, due to a significant rise in raw material prices, the procurement costs of the company's core materials have increased substantially. After careful assessment by the company, the decision to adjust prices was unavoidable.

Unilumin Technology pointed out that the company will continue to alleviate cost pressures through technological innovation and management optimization, while committing to creating more long-term value for customers.

Similarly, since 2026, Unilumin has conducted multiple price adjustments across its product lines, from LED display product lines (specialized commercial displays/distribution/Lanpu channels), to some outdoor lighting products, and finally covering all product lines (display + lighting).

MLS

On July 1st, MLS's wholly-owned subsidiary Xinyu MLS Electronics issued a price increase notice, announcing a 10%—15% price hike for all PCB products effective July 7, 2026.

The company stated that due to the impact of upstream raw material glass cloth, the price of raw materials required for PCB production, copper-clad laminate , has continued to rise sharply, and supply is scarce, causing a significant surge in the cost of the core PCB material copper-clad laminate; board shortages will further intensify in Q3 and Q4, with prepayments guaranteeing supply but not price stability. Therefore, it was decided to raise prices again.

This marks the third time the company has raised PCB prices recently; the previous two increases were 20% on June 12th and another 10% on June 17th.

In addition, other companies under MLS also adjusted prices in turns in 2026. In March 2026, LEDVANCE China raised the prices of its light sources and luminaires by 5%-15% again; on June 5, Jianshi MLS Display Co., Ltd., a subsidiary of MLS, announced a price increase of 10%-15% for all series of modules products.

Leyard

On July 1, Leyard issued a notice regarding price adjustments for COB series products.

Leyard stated that due to recent global supply chain fluctuations and market conditions for upstream raw materials, the procurement costs for core components (PCB, IC, etc.) of the company's COB series products have continued to rise significantly. After careful consideration, the company has decided to increase the prices of all its COB series products by 5%-10%, effective from August 1, 2026.

Earlier this year, in February and June, Leyard also announced multiple times that it would adjust the prices of most LED display products by 3%-15%.

Silan Microelectronics

Recently, Hangzhou Silan Microelectronics officially released a price adjustment notification letter, stating that due to recent fluctuations in the upstream raw material market and changes in the supply-demand structure of the industry chain, various costs in the company's supply chain have continued to rise. In particular, the prices of key raw materials required for wafer manufacturing and the comprehensive costs of the packaging and testing links have increased significantly. After multiple rounds of calculation and assessment, it has been determined that the currently rising supply chain costs have exceeded the company's internal capacity to fully absorb them.

Therefore, it was decided that starting from July 1, 2026, product prices across all product lines will be increased by at least 15%, sending a new signal of price hikes for domestic power chips.

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The most direct driver of this round of price increases comes from the continuous surge in upstream basic material prices, showing a trend of simultaneous increases across multiple categories, such as precious metals, PCBs and copper-clad laminates, wafers, and packaging/testing. This is compounded by structural shortages in production capacity and divergent demand factors. A cost transmission chain from "Electronic Fabric → Copper-Clad Laminate → PCB → LED Driver / COB → Lighting Finished Products, Display Terminals" is accelerating its closure.

China Light Network discovered that almost all price increase notices contain a nearly standardized statement: Although the company has done its best to absorb some pressure through various measures such as internal process upgrades, deep supply chain collaboration, and lean management, it was forced to adjust prices to ensure continued provision of high-quality products to customers and maintain stable service quality.

This indicates that in the face of the objective trend of continuously rising raw material prices, relying solely on internal cost reduction and efficiency improvement within enterprises is no longer sufficient to fully cover the gap. Faced with this round of cost shocks, companies no longer have enough profit buffer, making price adjustment an inevitable choice.

For downstream dealers, OEM manufacturers, and engineering contractors, the current situation requires close attention to three key points:

First, the order-locking window is narrowing; MLS's letter stating "providing supply without guaranteeing price upon prepayment" is the most direct warning;

Second, LED drivers and COB modules, as the "PCB+IC" dual-intensive segments, may be the areas where the price increase is most concentrated this round;

Thirdly, for long-cycle engineering projects such as landscape lighting, road and tunnel lighting, and industrial lighting, it is recommended to review the contract again and include a clause on raw material price fluctuations.