The maximum increase is 80%, and the price of driver IC/display control system/PCB is concentrated.

Recently, many LED industry chain companies have issued price adjustment notices. Driver ICs, display control systems and PCBs have become the main force in this round of price adjustments: driver ICs have generally been raised by 30%, and some models of edge computing terminals have increased by up to 80%; PCBs have been supported by high copper prices and have followed suit. This is compounded by the shortage status of some LED lamp beads that are “out of stock”.

According to experts, Display tracking and observation shows that from the end of 2025 to the beginning of May 2026, more than 80 LED industry chain companies have issued price adjustment notices (a price adjustment tracking form is attached at the end of the article), covering all aspects of chips, packaging, driver ICs, PCBs, and displays. This round of price increases has the characteristics of “wide coverage, intensive frequency, and expanded amplitude.” Some companies have raised prices for the second time based on the previous period, showing the urgency of cost transmission.

The following is the price adjustment situation of some driver IC/display control systems and supporting PCB material companies from April 24th to May 8th

■ Colorite

From April 24th to 29th, Colorlight has issued two product price adjustment notices. Starting from May 1st, the prices of its server series products will increase by less than 50%; the edge computing terminal series (AX/AI/CM series) products will have differentiated price adjustments based on models, with an increase range of 20%-80%. The price adjustment is mainly due to rising raw material supply and cost pressure.

■ Chiso North

On May 6, Chiso North issued a product contact letter, announcing that starting from May 6, 2026, the prices of all series of LED driver products will be raised uniformly, with an increase of more than 30%. Specific model price adjustment details will be confirmed by business personnel one by one. This price adjustment stems from the fluctuations in the global semiconductor industry chain. The costs of wafers, packaging and testing have increased significantly, and the company's internal digestion space has reached its limit.

Chiso North stated that it has previously delayed price increases by optimizing operations and compressing profits. This price adjustment is a helpless move to ensure production and delivery. In the future, it will continue to optimize supply chain management and strive to stabilize the price system.

■ Fumanwei

On May 7, Fuman Micro issued a contact letter stating that due to the continued sharp rise in raw material prices in the LED industry, the company decided to uniformly increase the sales prices of the entire series of LED driver products starting from May 7, 2026, with an overall increase of more than 30%. The specific price adjustment shall be subject to the company's quotation.

■ Lipxin

On May 7, Lipxin issued a price increase notice stating that the prices of its entire range of LED driver chip products would increase by more than 30% from the date of the notice. The company stated that the rising costs of wafer foundry, packaging and testing coupled with tight production capacity have pushed up production and operation costs. This price adjustment is aimed at ensuring the stability of the supply chain and product quality. The specific price shall be subject to the latest quotation.

■ Beijing Xiaoniao

On April 29, Beijing Xiaoniao issued a price adjustment notice, announcing that its feather control asynchronous card AC and AP series products would adjust the prices. Affected by the continued rise in prices of upstream raw materials, the production costs of this series of products have increased significantly.

In order to continue to optimize product performance, stabilize technology and market competitiveness, ensure R&D iteration and quality investment, while maintaining normal order production and delivery, and stabilizing product quality reliability, the company has decided after careful research: Starting from May 1, 2026, Yukong asynchronous card AC and AP series products will implement differentiated price adjustments.

■ Nanjing Jucheng Electronics

On April 30, Nanjing Jucheng Electronics issued a price increase notice. Due to the continued price increase of raw materials such as PCBs and components and the tight supply of some components, the company's LED display control card product costs are under pressure. Starting from May 11, 2026, the company will adjust the prices of related products: the prices of 1-4 network port all-in-one machines, Ax/AQx offline players, and R series receiving cards will increase by 10%, and the prices of 6, 8, 12, and 16 network port all-in-one machines will increase by 5%. The prices of large-scale splicing processing products will remain unchanged. There will be a transition period from May 1st to 10th, during which the original price will be maintained.

■ Shanghai Diwei Technology

Affected by the increase in components, raw materials and operating costs, Shanghai Diview Technology (Diview) announced that starting from May 1, 2026, it will increase the price of core LED products, with an increase range of 5%-10%. Paid contracts will not be affected. The company has previously absorbed some of the cost pressure through various methods, and this price adjustment is a necessary adjustment to ensure product quality and services.

■ Fujian Lihao Electronics

On April 28, Fujian Lihao Electronics issued a price adjustment notice for copper-clad laminates. Affected by raw material factors such as continued high copper prices and tight supply of fiberglass cloth, the company's copper-clad laminate production costs have increased significantly. Starting from April 28, 2026, the company will increase the price of its copper-clad laminate products: the HB/VO series will increase in price by 3 yuan/piece, and the 22F/CEM-1/CEM-3/FR-4 series will increase in price by 8 yuan/piece, covering all plate thickness specifications.

■ Willibon Electronics

On April 28, Willibon Electronics issued a notice that due to the recent increase in prices of major raw materials, the company decided to increase the ex-factory price of copper-clad laminates from April 28, 2026: HB series products will increase by 3 yuan/piece, and 22F and CEM-1 series products will increase by 8 yuan/piece. As an upstream material supplier of LED display PCB, this price adjustment will be further transmitted to downstream applications.

■ Guangdong Jiantao Laminated Board Sales Co., Ltd.

On April 28, Guangdong Jiantao Laminated Board Sales Co., Ltd. issued a price increase notice. Affected by high copper prices and tight supply of glass cloth, the company's copper-clad laminate costs have risen sharply. It has decided to increase the prices of FR-4 copper-clad laminates and PP materials by 10% from now on, and the adjustment covers all thickness specifications.

■ Laizhou Pengzhou Electronics

On April 28, Laizhou Pengzhou Electronics issued a price adjustment notice for copper-clad laminates. Affected by the continued rise in prices of copper foil and fiberglass cloth and the tight supply of some raw materials, the company has decided to increase the price of plates starting from April 28, 2026: the price of the 22F/CEM-1 series will increase by 8 yuan/piece, and the HB series will increase by 3 yuan/piece. The adjustment covers all thickness specifications. This price adjustment will be further transmitted to the LED display PCB supply chain.

■ Jiangxi Heying Circuit

On May 6, Jiangxi Heying Circuit issued a product price adjustment letter. Affected by the violent fluctuations in the copper clad laminate market, the company's main production raw material procurement costs have increased significantly. Although part of the cost has been absorbed through optimization processes, it has still been decided to increase product prices across the board by 8%. Orders that have been previously confirmed and paid in full are still executed at the original price.

■ Akihabara Electric

On May 6, Akihabara Electric issued a notice of price adjustment for connectors. Affected by the continued historical high prices of key raw materials such as copper and gold in the international market, the company's production costs have increased significantly. In order to ensure stable product quality and delivery, the company has decided to moderately increase the selling price of connector products starting from May 10, 2026. The specific adjustment shall be subject to the latest quotation table.

▋ Summary

Overall, the recent release of price increase letters is even faster than the spread of news. Experts say that Display believes that the core driver of this round of price adjustment is the sharp increase in upstream raw material prices, coupled with the driver IC supply gap caused by the tilt of 8-inch wafer production capacity to AI chips, showing typical cost-driven transmission characteristics.

During this period, experts say that Display has also learned from some people in the industry chain that as upstream costs continue to rise, the ex-factory prices of downstream LED modules have become "hard to stand still." Since Q4 last year, the quotation price of 1515 packages in circulation has climbed from 3.8 yuan to nearly 5 yuan or more, and some expectations may even hit a high of 6 yuan. With the price increase of IC and PCB, has the situation of "preferring to focus on promoting modules" changed compared to Q1? There may be a phenomenon where modules and lamp beads rise together. In the later period, experts say that Display will continue to pay attention.