研报 | 预估物料、人工双涨将推升1Q26 UV LED价格季增5%，全年市场规模突破2亿美元大关

Core Viewpoint - The UV LED market is expected to grow significantly in 2026, driven by stable demand in various applications and rising costs of raw materials and labor, with a projected market size of $215 million and an annual growth rate of at least 10% [2]. Group 1: Market Trends - The price of UV LEDs is supported in Q1 2026 due to increases in precious metals, raw materials, and labor costs, with customized products potentially seeing a quarterly increase of 5% [2]. - The demand for UV LEDs in applications such as light curing, tanning, solar simulators, medical, and life sciences is steadily increasing, prompting manufacturers like HPLighting, Seoul Viosys, Violumas, and UVT to engage in customized designs [2]. Group 2: UV-C LED Applications - UV-C LEDs are transitioning from consumer appliances to commercial applications for surface disinfection and dynamic water sterilization, allowing manufacturers to maintain product pricing [3]. - Manufacturers capable of supplying UV-C LEDs with power ≥100mW include ams OSRAM, Nichia, Violumas, NKFG, UVT, and LITEON, with single crystal packaging offering advantages such as smaller size and better current distribution [3]. Group 3: Technological Advancements - ams OSRAM and Nichia have successfully integrated their products into commercial dynamic water sterilization projects, moving towards replacing traditional mercury lamps, with ams OSRAM planning to launch a 200mW UV-C LED in Q4 2026 [4]. - The speed at which UV LEDs replace mercury lamps is expected to accelerate as manufacturers continue to improve their technology, with ongoing growth anticipated in dynamic water sterilization and large-scale surface disinfection projects [4].