More than 80 LED display companies announced price increases

Experts say Display’s latest tracking shows that with the spread of price increases, in an environment where terminal demand has not strengthened simultaneously, a total of about 80 industry chain companies have issued price adjustment letters so far (the latest price increases are summarized 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.

Recently, companies such as Qianli Jucai, Haijia Group, Xinshitong, Bako Optoelectronics, Shanxi Hi-Tech, Skyworth Commercial, Colorite, Guojia Optoelectronics, Guangdong Jiantao Laminated Board and other companies have successively issued notices on price adjustments, with increases ranging from 3% to 25%.

■ Qiangli Jucai

On May 26, Qiangli Jucai issued a new round of price adjustment notice, announcing that due to fluctuations in the global supply chain, the overall upstream core raw materials (lamp beads, PCB boards, chips, etc.) continued to rise sharply and the supply was tight. In order to continue to ensure product quality, stable supply and service levels, while safeguarding the practical interests of our partners and end users, the company has decided after careful research to moderately increase product prices based on market conditions from now on. The specific prices are subject to the latest quotation.

■ Haijia Group

On May 28, Haijia Group issued a "Price Adjustment Notice" stating that due to changes in the global supply chain environment and market environment, the continued rise in raw material prices has led to a significant increase in production costs. In order to ensure sustained and stable product quality, it has been decided after research that starting from May 28, 2026, the company's full range of LED module products will be uniformly raised on the original price, with an increase of 10%-15%, and the new price will be implemented.

■ Xinshitong

On May 25, Xinshitong issued the "Notice on Price Adjustment of LED Display Products" stating that due to the continued rise in prices of upstream gold, silver, copper, tin and other precious metals and chemical raw materials, the cost of core components of LED displays continues to rise. Although the company has tried its best to absorb costs through internal process upgrades and supply chain collaboration, it is still difficult to bear the pressure; it has been decided to increase the prices of most LED display products by 3% to 15% starting from May 25, 2026.

Xinshitong stated that it will continue to adhere to large-scale intelligent manufacturing, and on the premise of ensuring product quality and stable service, it will work with partners to overcome the difficulties and achieve long-term win-win results.

■ Barco Optoelectronics

On May 26, Bacco Optoelectronics issued a price adjustment liaison letter stating that due to fluctuations in the global supply chain, the prices of core raw materials (PCB boards, ICs, etc.) in the COB/LED industry continued to rise sharply, with some increases exceeding 30%, causing comprehensive production and operating costs to rise to a level where the original product prices cannot cover normal production and operating costs.

In order to ensure stable product quality and continuous supply capabilities, the company has decided to increase the sales price of the entire series of COB/LED display products by 5% to 10% starting from May 27, 2026 (the specific price adjustment shall be subject to the company's quotation).

■ Shanxi Hi-Tech

On May 24, Shanxi Hi-Tech issued a price adjustment notice stating that due to the continued sharp rise in upstream raw material prices, the company's product production costs have increased significantly compared with the previous period and supply has become tense. The existing price system can no longer support normal production operations and quality assurance; the company has decided to make appropriate adjustments to the company's product prices from now on, and all product quotations are subject to the latest quotations.

■ Skyworth Commercial

On May 25, Skyworth Commercial issued an LED module price adjustment notice stating that due to the continued rise in upstream raw material prices, in order to adhere to product quality standards and ensure stable supply, the company decided to increase the prices of all LED display products from now on, with a price adjustment range of 8%-20%; it is worth noting that all orders that have been placed but not paid will be implemented at the new price.

■ Kallet

Following the previous two price adjustments, Colorlight issued a new price adjustment notice on May 27, stating that due to the continued rise in upstream raw material prices, the company's production costs for the company's receiving card series products have increased significantly; in order to maintain a reasonable profit level, increase investment in research and development, and continue to improve product performance and technological leadership, after careful consideration The study decided that starting from June 4, 2026, the price of the receiving card series products will be adjusted by 6%-25%, involving key models such as 5A-75B, 5A-75E, K5+, K5A, HC5, HC6, E120, E80, N6, N6S, and E320Pro.

■ Guojia Optoelectronics

On May 28, Guojia Optoelectronics issued a price adjustment notice, announcing that starting from June 1, 2026, the price of the company's LED transparent series products will be increased by 8%-15%. At that time, all new orders will be executed at the new price.

■ Guangdong Kingboard Laminated Board

On May 27, Guangdong Kingboard Laminated Board issued a price increase notice announcing that due to the recent high copper prices, the continued rise in glass cloth prices and the increasingly tight supply, it will adjust the prices of its materials from now on when orders are received: the price of sheet materials will increase by 10%, and the price of PP will increase by 20%.

▋ Latest Price Increase Tracking

As price increases continue to advance and the supply chain continues to participate, will the overall industry situation change in Q2-Q3? In the later period, experts said that Display will continue to pay attention.