The entire industry chain has collapsed! ! LED lighting “price increase storm” is coming in 2026

At the beginning of 2026, the LED lighting industry will usher in a "price increase storm." After Bull Group and other companies took the lead in releasing price adjustment signals, dozens of LED lighting and upstream and downstream companies such as Sidon Lighting, Sanan Optoelectronics, and Mulinsen have recently announced official price adjustments. The price increases cover the entire industry chain including chips, packaging, and finished products, with increases generally reaching 5%-20%.
On January 16, Huizhou Sidon Industrial Development Co., Ltd. issued a "Product Price Adjustment Notice Letter" stating that due to the continued rise in global supply chain and raw material market prices, the lighting industry is facing significant cost pressure, and the purchase price of main raw materials for lighting products has risen sharply. In order to continue to provide high-quality products and services, after careful research, the company plans to make appropriate adjustments to product prices. The overall increase range is expected to be 5%-20 %, this price adjustment plan will be officially implemented on March 1.
Among them, commercial products have increased by about 5%-10%, retail products have increased by about 10%-15%, and outdoor/industrial/public construction products have increased by about 10%-20%. In order to reduce the impact on partners, Seton Lighting has set the official price increase time after the Lunar New Year, leaving sufficient buffer period. It is worth mentioning that some time ago, Mayalit, a professional museum lighting brand owned by Seton, has taken the lead in announcing a price increase starting from January 1, 2026.
Affected by uncontrollable external factors such as rising raw material costs and fluctuations in the global supply chain, Sanan Optoelectronics, a leading company in the global LED chip field, also issued a price increase letter in January 2026, pointing out that the continued rise in prices of precious metals and sapphire substrates has led to a significant increase in the company's internal manufacturing costs. Starting from January 2026, prices will be appropriately adjusted based on product categories. In addition, on January 15, Quanzhou Sanan Semiconductor Technology Co., Ltd. also issued an announcement stating that in order to provide more stable supply and serve customers, from now on, new orders will need to be renegotiated before placing orders, and the company will adjust prices accordingly based on product categories. As a price increase adjustment.
On January 14, Lyford issued a notice stating that affected by the sharp fluctuations in global commodity market prices, the prices of core raw materials (gold, silver, copper, tin and other metal substrates) have continued to rise to highs in recent years, bringing unprecedented pressure on product costs. Although we have tried our best to absorb some of the costs through internal optimization, efficiency improvement, etc., it is still difficult to completely offset the impact of the market environment. In order to ensure the stability of product quality and the sustainability of supply, after careful evaluation by the company's management, it was decided to make a price adjustment: starting from January 15, 2026, the prices of the entire line of LED lighting drive power products will be appropriately adjusted, with an overall increase of approximately 5%-15%.
On January 10, Zhongshan Mulinsen General Lighting Co., Ltd. issued the "Notice on Preliminary Price Increases in Distribution Channels in 2026" stating that the procurement prices of upstream core raw materials (sheets/lamp beads/wires/tin materials/electronic materials/packaging materials) have continued to rise sharply, resulting in a surge in product production costs, which has exceeded the company's cost digestion capacity. In order to ensure the stability of product quality and continuity of supply, after careful evaluation, it was decided to propose convection channels The sales price of Dao products will be adjusted by 5%-10%.
On January 9, Guangdong Lianhao Lighting Technology Co., Ltd. issued the "Notice on Price Adjustment of Commercial Products" stating that due to the recent continuous increase in raw material costs, component purchase prices and production and operation costs, in order to ensure product quality and service levels, the company has made a prudent decision to make appropriate adjustments to the ex-factory prices of its commercial product series (including magnetic track products). Among them, Lianhao Lighting's full line of commercial lighting products will increase by 10%, and the new prices will officially take effect on January 9 (inclusive).
Other companies have also introduced price adjustment measures:
Ruisheng Optoelectronics announced that starting from January 17, 2026, the price of the entire series of LED lamp bead products will increase by 10%-15%;
Zhongshan Demai Lighting Technology Co., Ltd. (LEM) will adjust product prices starting from January 10, 2026, and confirmed orders will still be executed as originally agreed;
Linyi Hexing Lighting has decided to make appropriate adjustments to the sales prices of some products starting from January 20, 2026. At the same time, it promised that it had signed a contract before the price adjustment. Contracts or orders for which deposits have been paid will still be executed at the original contract price;
Shenzhen Lanketuan Optoelectronics Co., Ltd. will increase the prices of some products by 5% to 10%, starting from the day the price increase letter is issued (January 14)
...
How long will this round of price increases last? Li Guan, head of Tehao Lighting, said in an interview with the media that the price increase may continue until mid-to-late 2026, which will accelerate the reshuffle of the industry and promote the transformation of enterprises to high value-added products. Industry analysts pointed out that this round of price increases is not a short-term fluctuation, but the inevitable result of the cost reconstruction of the global industrial chain and the high-quality development of the industry.
This price adjustment wave sweeping the entire industry is not only the inevitable result of the surge in raw material prices, but also reflects the key trend of the industry's transformation from low-price involution to value competition. Raw material price trends and corporate innovation capabilities will become key variables that determine the restructuring of the industry structure.