整灯成本中占比20-40%，LED电源龙头官宣涨价

Core Insights - Infineon announced a price adjustment due to ongoing global supply chain disruptions, leading to a general increase in core material costs [1] - Starting from March 1, 2026, prices for the most affected product lines will be moderately increased, with an average rise of approximately 5% to 15% [1] Company Overview - Infineon is a leading player in the domestic LED driver power supply industry [1] - LED driver power supplies are essential for converting power supply into specific voltage and current to drive LED lighting, accounting for 20-40% of the total cost of LED lighting products [1] - The primary function of LED driver power supplies is to enhance the luminous efficiency and stability of LED lighting products [1] Industry Trends - The application value and economic significance of LED lighting are expected to increase, particularly with the widespread use of LED plant lighting in crops such as cannabis, flowers, and grains [1] - Other companies, including Songsheng Co., are also making significant investments in the LED driver power supply sector [1]