Impact of Current Raw Material and Supply Chain Situation on the Industrial Lighting Industry

In Q2 2026, the industrial lighting industry faces full-chain challenges amid intensified fluctuations in the global bulk commodity and electronic component markets. Prices of core metals like copper and aluminum have risen by over 35% year-on-year, while prices of core components, including LED packaged chips, AI-specific sensor chips, and PCB boards, keep climbing, with tight supply and extended lead times for some categories.

As a result, the industry is under full production cost pressure, and price adjustments have become a common industry-wide practice. Unstable supply chains have led to generally extended delivery cycles and frequent delivery delays across the industry, accelerating the reshuffle of the competitive landscape. Overseas procurement logic has shifted from low price priority to stable delivery and controllable quality priority.

We will continue to track industry dynamics and timely update the latest changes in the market situation and industry development.