{"id":18674,"date":"2026-07-31T05:50:44","date_gmt":"2026-07-31T05:50:44","guid":{"rendered":"https:\/\/cob-leddisplay.com\/?p=18674"},"modified":"2026-08-01T10:39:46","modified_gmt":"2026-08-01T10:39:46","slug":"market-trends-for-led-display-raw-materials%ef%bc%882026%ef%bc%89","status":"publish","type":"post","link":"https:\/\/cob-leddisplay.com\/es\/market-trends-for-led-display-raw-materials%ef%bc%882026%ef%bc%89\/","title":{"rendered":"Tendencias del mercado de materias primas para pantallas LED (2026)"},"content":{"rendered":"
\u4e00.LED driver ICs\uff08the biggest cost pain point this year\uff09<\/span><\/h6>\n

Mainstream manufacturer: ICN\/FM\/SM\/DP<\/p>\n

\uff081\uff09Price increase:<\/h6>\n

\u2460General purpose constant current ICs\uff08outdoor large screens, low end rental market\uff09+15% to 25% year on year.<\/em><\/p>\n

\u2461Common cathode ICs, high refresh rate ICs, and fine pitch specific ICs: cumulative price increase of 25% to 33% in May, ICN officially raised prices across its entire product line by over 30%.<\/em><\/p>\n

\u2462Spot market models command a significant premium, whereas prices for long term contract orders remain relatively stable.<\/em><\/p>\n

\uff082\uff09Lead time:<\/h6>\n

\u2460Standard components 6 to 8 weeks, scarce fine pitch\/common cathode components 8 to 12 weeks, with some models currently out of stock.<\/em><\/p>\n

\uff083\uff09The root cause of the price hike:<\/h6>\n

\u2460Production capacity for mature 8 inch wafers is being heavily consumed by power chips for AI servers, foundry prices continue to rise, manufacturers prioritize major clients with long term contracts, while small and medium sized panel makers are forced to accept high prices for spot market purchases.<\/em><\/p>\n

\uff084\uff09Outlook for the second half of the year:<\/h6>\n

\u2460A significant pullback is unlikely, spot prices are prone to surging again during the peak season, overseas stocking from September to November, it’s recommended to lock in prices for key models through quarterly long term contracts.<\/em><\/p>\n

\u4e8c.LED chips & SMD\/COB lamp<\/span><\/h6>\n
\uff081\uff09RGB display chip:<\/h6>\n

\u2460Outdoor general purpose chips for larger pixel pitches \uff08P3\/P4\/P5 and above\uff09Supply and demand are balanced, prices are seeing a moderate increase of +5% to 10%.<\/em><\/p>\n

\u2461Mini RGB and flip chip\uff08fine pitch P1.8 and below, COB\uff09Tight supply demand balance +12% to 22%, leading packaging manufacturers are securing capacity first.<\/em><\/p>\n

\u2462Red\/yellow led chips: shortage of raw material indium, prices continue to strengthen.<\/em><\/p>\n

\uff082\uff09Packaged LED lamp\uff081515, 2020, 2727, 3535 outdoor\uff09:<\/h6>\n

\u2460Skyrocketing silver paste prices, silver prices have risen sharply year on year, silver paste accounts for over 30% of packaging costs.<\/em><\/p>\n

\u2461Standard SMD LED lamp 6% to 14% year on year increase.<\/em><\/p>\n

\u2462COB flip chip leds tight production capacity and persistent price premiums.<\/em><\/p>\n

\u4e09.PCB & CCL\uff08second largest cost pressure for modules\uff09<\/span><\/h6>\n

\u2460Cumulative increase of 40% to 55% for the year to date.<\/em><\/p>\n

\u2461Prices of electronic grade fiberglass cloth and copper foil are rising in tandem, high AI circuit board continue to snap up thin copper foil production capacity.<\/em><\/p>\n

\u2462Standard P C B s for LED displays\uff08single\/double sides\uff0918% to 25% year on year increase.<\/em><\/p>\n

\u2463Prices for high precision, fine pitch P C B s featuring thick copper and impedance requirements have risen by nearly 30%.<\/em><\/p>\n

\u56db.Non ferrous metals\uff08housing, welding materials, thermal conductive materials\uff09<\/span><\/h6>\n
\uff081\uff09Copper\uff08Electrolytic Copper\uff09:<\/h6>\n

\u2460Copper prices remain at a high level of 105,00 to 107,000 RMB\/tonne, up more than 30% year on year.<\/em><\/p>\n

Impact: cost of PCB copper foil, power cables, and copper heat dissipation materials continue to rise.<\/em><\/p>\n

\uff082\uff09Aluminum Ingots\uff08Die cast aluminum housing, aluminum profiles\uff09:<\/h6>\n

\u2460Aluminum prices fluctuated within the 23,000 to 23,800 RMB\/tonne range, up approximately 18% year on year.<\/em><\/p>\n

Direct impact: costs for 640 x 480 and 960 x 960 die cast aluminum cabinets and frames, cabinet processing fees increased by 5% to 12%.<\/em><\/p>\n

\uff083\uff09Tin metal\uff08solder, solder paste\uff09:<\/h6>\n

\u2460Spot prices continue to hit new lights, with year on year gains exceeding 40%.<\/em><\/p>\n

Risk factor: Tin ore supply is tightening should prices continue to rise, the cost of welding consumables will increase further.<\/em><\/p>\n

\u4e94.Power supply components & LED switching power supplies<\/span><\/h6>\n

\u2460There’s significant differentiation among MOSFETs, power management ICs, and electrolytic capacitors.<\/em><\/p>\n

\u2461<\/p>","protected":false},"excerpt":{"rendered":"

I. Circuitos integrados para controladores LED (el mayor problema de costos este a\u00f1o) Fabricante principal: ICN\/FM\/SM\/DP (1) Aumento de precios: \u2460 Circuitos integrados de corriente constante de prop\u00f3sito general (pantallas grandes para exteriores, mercado de alquiler de gama baja) +15% a 25% a\u00f1o tras a\u00f1o. \u2461 Circuitos integrados de c\u00e1todo com\u00fan, circuitos integrados de alta frecuencia de actualizaci\u00f3n y circuitos integrados espec\u00edficos de paso fino: aumento de precio acumulado de 25% a 33% en mayo, ICN aument\u00f3 oficialmente los precios [\u2026]<\/p>","protected":false},"author":4,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"default","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center 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