Four more LED display companies announced price adjustments

Since the end of 2025, the LED display industry chain has been experiencing an intensive price adjustment cycle driven by the skyrocketing cost of upstream raw materials. Affected by the unprecedented rise in the prices of core materials such as gold, silver and copper, cost pressures are rapidly transmitted downwards from precious metals, PCBs, wafers and other links. To date, more than 80 industry chain companies have issued price adjustment letters (the latest price increase summary is attached at the end of the article), covering core links such as chips, packaging, modules, driver ICs and displays, and the scope of price adjustments continues to expand.

Experts say that Research pointed out in "Four Changes in the LED Display Industry" that this round of cost shocks is no longer a partial adjustment in a single link, but has triggered structural changes in the entire industry chain: defensive stocking has become the norm, structural shortages and price stratification have become increasingly obvious, packaging plants have used vertical integration to reshape the supply structure, and screen manufacturers' order-taking and quotation logic has been rewritten.

Recently, experts say that Display's latest tracking shows that in an environment where terminal demand has not strengthened simultaneously, cost inversion has forced some manufacturers to suspend old quotations and intensively issue new rounds of price increase letters; and as the supply of mainstream lamp beads such as 2121 tightens, quotations have risen, and some modules have begun to increase in price and are out of stock.

The following are the recent price adjustments of some manufacturers:

■ Zhongqi Optoelectronics

On May 11, Zhongqi Optoelectronics issued a notice on product price adjustments, stating that due to the continuous rise in raw material prices this year, especially the price increase of PCB by more than 20% and the price of IC by more than 50%, the cost has increased significantly. In order to ensure that it can provide high-end products for your customers. The company continues to provide high-quality and stable products and reliable services. After careful research, our company has decided to make appropriate adjustments to product prices starting from May 11, 2026. The specific products involved and the extent of adjustment will be subject to the actual communication between our business personnel and your company.

■ Hi-tech Huaxing

On May 15, Hi-tech Huaxing issued a liaison letter and stated that due to the outbreak of the AI computing power market, the price of built-in IC (core material for magic lamp beads) has increased significantly due to tight upstream wafer production capacity, which has exceeded our company's cost absorption capacity. In order to ensure that we can continue to provide you with high-quality products and services, after careful research and decision by the company, starting from May 15, 2026, the price of our Symphony series products will be increased by 15% on the original basis; specific model quotations, execution details and order connection matters will be communicated and confirmed by our account manager with you separately.

■ Qiangli Jucai

On May 14, Qiangli Jucai issued a price adjustment notice stating that recently, the overall upstream raw materials (lamp beads, PCB boards, chips, etc.) have continued to rise sharply, and the supply has been tight. In order to continue to ensure product quality, supply stability and service levels, while safeguarding the practical interests of our partners and end users, after careful study and decision, our company will make an appropriate increase in product prices based on market conditions from now on. The specific prices are subject to the latest quotation.

According to public information, the price of Qiangli Jucai’s modules has increased this time, and more than 30 products have increased in price across the board, including indoor Q and G series (covering P1.2/1.5/1.8/2.0/2.5). The increase range is 1-2 yuan. And Xingcai XS series and other models are expected to rise simultaneously in the near future.

■ Colorite

On May 15, Colorite announced price adjustments and stated that due to the continued rise in upstream raw material prices, the production costs of its AI distributed products (DS series) are significant; after careful research and decision by the company, starting from May 15, 2026, the price increase of each model of AI distributed products (DS series) will be between 30% and 50%.

▋ Summary

As price increases continue to advance, has the situation of "more inclined to promote modules" changed compared to Q1? In the later period, experts said that Display will continue to pay attention.