In just the first week of July 2026, five of the lighting and semiconductor industry's biggest names - Signify, Unilumin, MLS, Leyard, and Silan Micro - have all issued price adjustment notices. For several of them, this is already the second, third, or even fifth round of increases this year. The message is clear: the cost pressure that has been building since early 2026 is now cascading through the entire supply chain, and internal cost optimization alone is no longer enough to absorb it.
For distributors, OEM partners, and engineering contractors, this wave of price hikes is not an isolated event - it is a structural shift. Understanding who is raising prices, by how much, and why, is essential for making smart procurement decisions in the months ahead. In this article, we will break down each company's price notice, analyze the underlying cost transmission chain, and explain why Pulelux Lighting (FUTIN) offers a structurally different alternative for cost-conscious buyers.
Who Raised Prices - and by How Much?
Below is a detailed breakdown of the five major price adjustment notices issued in early July 2026, covering the effective dates, increase ranges, and scope of each announcement.
Signify
On July 1, 2026, Signify once again issued a price adjustment notice to all OEM division partners and end customers for its LED OEM product line. The company stated that recent sustained increases in raw material prices have led to higher production costs, necessitating price adjustments for certain products.
Effective July 1, 2026, the distributor purchase price for the Philips CertaDrive SPS 24VDC series 24V switching power supplies will increase by 4.5% to 9%, with suggested resale prices updated accordingly. This marks Signify's fifth round of price adjustments in 2026 alone, covering traditional lighting products (UV purification lamps, industrial lamps, infrared lamps), engineering professional fixtures (landscape, road and tunnel, office lighting, downlights and strips), branded product series (floodlights, linear lights, canopy lights, line lights), OEM LED products, and OEM driver power supplies (outdoor and indoor power supplies).
Unilumin
On July 3, 2026, Unilumin issued a "Product Price Adjustment Notice" announcing that starting July 6, prices across all product lines would be moderately increased. The company explained that recent sharp rises in raw material prices have significantly increased the procurement cost of core materials, and after careful evaluation, the adjustment was unavoidable.
Unilumin emphasized that it will continue to alleviate cost pressure through technological innovation and management optimization, and remains committed to creating long-term value for customers. Throughout 2026, Unilumin has conducted multiple rounds of price adjustments - from LED display products (commercial display, distribution, Lanpu channels) and partial outdoor lighting, to a full-line adjustment covering both display and lighting products.
MLS
On July 1, 2026, MLS's wholly-owned subsidiary Xinyu MLS Electronics issued a price increase notice, announcing that starting July 7, 2026, prices for all PCB products would be raised by 10% to 15%. The company attributed this to the impact of upstream raw material glass cloth, which has caused continuous and significant increases in copper-clad laminate (CCL) prices - a core PCB material - along with supply shortages. The company also warned that CCL shortages will further intensify in Q3 and Q4, and that advance payments will secure supply but not price.
This is the company's third PCB price hike in less than a month, following a 20% increase on June 12 and an additional 10% on June 17. Beyond PCBs, other MLS subsidiaries have also adjusted prices throughout 2026: LEDVANCE China raised light source and luminaire prices by 5%–15% in March, and Ji'an MLS Display announced a 10%–15% increase across its full range of display modules on June 5.
Leyard
On July 1, 2026, Leyard issued a notice regarding price adjustments for its COB series products. The company stated that recent global supply chain fluctuations and upstream raw material market conditions have caused the procurement costs of core components for its COB series (PCB, IC, etc.) to continue rising significantly. After careful deliberation, the company decided to increase prices across its entire COB product line by 5% to 10%, effective August 1, 2026.
Earlier in 2026, Leyard had already announced multiple adjustments - in February and June - raising prices for most LED display products by 3% to 15%.
Silan Micro
Hangzhou Silan Microelectronics recently issued a formal price adjustment notice, stating that upstream raw material market volatility and changes in the industrial supply-demand structure have caused supply chain costs to continue climbing. In particular, the prices of key raw materials for wafer manufacturing and the comprehensive costs of packaging and testing have increased significantly. After multiple rounds of calculation and evaluation, the rising supply chain costs have exceeded the company's internal capacity to absorb them.
Therefore, starting July 1, 2026, prices across all product lines will be raised by a minimum of 15%, effectively launching a new round of price increases for domestic power chips.
The Root Cause: A Cascading Cost Chain
The most direct driver of this price wave is the sustained surge in upstream base material prices - and it is happening across multiple categories simultaneously. Precious metals, PCB and copper-clad laminates, wafers, and packaging/testing costs are all rising, compounded by structural capacity shortages and demand differentiation.
A complete cost transmission chain is accelerating and closing: from electronic cloth to copper-clad laminates, to PCBs, to driver power supplies and COB modules, and finally to finished lighting and display products. Nearly every price notice contains a nearly identical statement: "Despite the company's efforts to absorb costs through internal process upgrades, supply chain collaboration, and lean management, continued price increases have made adjustment unavoidable to maintain product quality and service stability."
This reveals that in the face of sustained raw material price increases, internal cost reduction alone can no longer close the gap. Companies have exhausted their profit buffers, and price adjustments have become an inevitable choice.
What Downstream Buyers Need to Watch
For distributors, OEM manufacturers, and engineering contractors, the current situation demands attention to three critical points:
Lock-in Windows Are Narrowing
MLS's warning that "advance payments secure supply but not price" is the starkest signal. Buyers should lock in orders and pricing now, before the next round of increases. The window for securing current pricing is closing rapidly, and delaying procurement decisions could mean paying significantly more within weeks.
Drivers and COB Modules Are the Most Vulnerable
As "PCB + IC" dual-intensive components, driver power supplies and COB modules are where price increases are most concentrated. These components sit at the intersection of two rising cost streams - PCB/copper-clad laminate costs and IC/wafer costs - making them the most exposed to the current cost cascade. Buyers should expect the highest percentage jumps in these categories and plan their inventories accordingly.
Review Contract Terms for Long-Term Projects
For landscape lighting, road and tunnel, and industrial lighting projects with long execution cycles, it is strongly recommended to add raw material price fluctuation clauses to contracts. Without such provisions, contractors may find themselves locked into fixed-price agreements while their material costs continue to climb, eroding margins or causing losses.
Why Pulelux Lighting (FUTIN) Remains Your Stable Partner
While the industry's largest players are passing cost increases downstream, Pulelux Lighting (FUTIN) - the professional outdoor lighting business unit of MKOPTO - offers a structurally different value proposition. With 18 years of industry experience, three factories totaling over 100,000 square meters, and a vertically integrated production chain from die-casting to final assembly, Pulelux controls costs at the source rather than relying on external supply chains vulnerable to the current volatility.
Vertical Integration: Eliminating Multi-Tier Markups
Pulelux operates its own die-casting facility with 7 machines ranging from 280T to 900T, along with in-house powder coating, SMT lines, injection molding, and final assembly. This vertical integration eliminates the multi-tier supplier markups that are driving competitors' price hikes. When raw material costs rise, Pulelux absorbs the impact internally rather than passing each layer of increase to customers.
Raw Material Self-Control: Reduced Exposure to Volatility
Pulelux has completed internal standardization across die-casting, powder coating, and driver production. This means the company maintains direct control over the raw materials and processes that are most affected by the current market disruption - copper-clad laminates, PCBs, and driver components. While competitors depend on external suppliers whose prices are climbing weekly, Pulelux's self-controlled supply chain provides a buffer against the exact upstream volatility now hitting the market.
SAP Cost Management: Real-Time Visibility
Eight integrated SAP modules - SRM, MES, QMS, WMS, PLM, CRM, TPM+RFID, and OA - provide real-time cost visibility and process optimization across the entire production chain. This digital infrastructure allows Pulelux to identify and address cost inefficiencies immediately, rather than discovering cost overruns after the fact and passing them to customers through retroactive price increases.
Rapid Delivery and Stable Pricing
With 15-day lead times and a monthly production capacity of over 30,000 street light units, Pulelux's in-house production buffer means more stable pricing even as competitors raise theirs. The company's rolling forecast system and substantial inventory of self-manufactured components allow it to honor pricing commitments longer than companies that depend on just-in-time external procurement.
TUV SUD and BV Cooperated Laboratory: Quality Without Compromise
Pulelux maintains an in-house cooperated laboratory with TUV SUD and BV, offering comprehensive testing capabilities including photometric distribution, IP/IK testing, salt spray testing, thermal management, EMC, surge protection, and endurance testing. Products hold CE, CB, ENEC, and RoHS certifications. This means quality is never compromised to absorb cost pressure - a commitment that is especially valuable when other manufacturers may be tempted to cut corners.
Optical Engineering: More Lumens per Dollar
With over 10 years of specialized optical R&D, Pulelux develops its own precision lenses achieving up to 190 lm/W efficacy. In a rising-cost environment, delivering more lumens per dollar is the most effective countermeasure against price pressure. Pulelux's optical expertise means customers get superior lighting performance without paying a premium for external optical components.
Conclusion
In a market where the cost chain from electronic cloth to finished lighting fixtures is tightening by the week, the question is no longer whether prices will rise, but how to find a partner whose manufacturing model can shield you from the worst of it. Pulelux Lighting's vertically integrated model means fewer external dependencies, tighter cost control, and more predictable pricing for our partners.
When others are raising prices, we are working harder to hold the line. If you would like to learn more about how Pulelux Lighting can support your project with stable pricing and reliable supply, we welcome you to reach out for a consultation. Our team is ready to discuss your specific requirements and help you navigate this challenging market environment.
