Recently, many clients have been asking about the news: Apple has confirmed price increases, with some analysts predicting a rise of around 20%.
Tim Cook described the situation as a "once-in-a-century flood" - not to exaggerate, but to reflect just how serious the cost pressure is.
The reason isn't that Apple wants to make more money. It's that the explosive growth of AI has squeezed global memory chip capacity, causing memory prices to nearly quadruple in less than a year. Apple is actually one of the last to raise prices - Huawei, Xiaomi, OPPO, vivo, and other brands had already increased theirs earlier.
But this isn't just about smartphones. The LED mirror industry is facing similar cost pressure.
So far this year, copper prices have exceeded RMB 100,000 per ton, silver prices are up over 170% year-on-year, and base materials like tin and aluminum have also risen across the board. For LED lighting products, these raw materials are essential.
On top of that, LED driver chips are also facing capacity competition from AI. Industry reports show that some wafer fabs have reduced their LED driver chip capacity from 30% in 2024 to around 15% in 2025. AI orders offer margins 3 to 5 times higher than LED driver chips, so wafer fabs naturally prioritize them. Companies like Jichuang North, LipuXin, and Fumanwei have already raised prices for their LED driver products by over 30%.
By May 2026, more than 80 LED industry chain companies had issued price adjustment notices - covering chips, packaging, driver ICs, PCB, and display panels.
What does this mean for LED mirror buyers?
For the past decade, the LED industry has been on a downward pricing trend. That trend is over.
Our electronic components - drivers, PCBs, power modules - are indeed costing more. Upstream suppliers are raising prices, and those costs eventually flow down to finished products. We're affected too, especially on the electronics side, because a LED mirror is essentially"a mirror plus electronics."
How we're responding
As a factory that designs and produces our own power modules in-house, we have some control over our electronic costs. Rising component prices are a fact - what we can do is optimize internally to slow down the impact on our customers' pricing.
If you're planning a new bathroom mirror project, we recommend reaching out early to discuss your requirements and production schedule. Locking in your order in advance can help mitigate the risk of future price fluctuations.
This isn't meant to create anxiety - it's simply what's happening in the industry right now.