Pulse / Trends / Lighting & Opto
Lighting & Opto
LEDs, laser diodes, optocouplers, displays, optical components.
Lead-time range, Dec 2025 – Oct 2026 Reading the chartsThe shaded band is the lead-time range in weeks; the line is its midpoint. A red triangle marks an open-ended “52+” month.
The colored strip shows each month’s status. Gaps are months the category wasn’t reported.
Numbered dots are dated market events. They are listed under the chart on each category page.
The shaded band is the lead-time range in weeks; the line is its midpoint. A red triangle marks an open-ended “52+” month.
The colored strip shows each month’s status. Gaps are months the category wasn’t reported.
Numbered dots are dated market events. They are listed under the chart on each category page.
- 1March 15, 2026 — China State Council Order No. 834: unified countermeasures framework.Permanent legal machinery for supply-chain countermeasures — escalation can now move faster in future disputes.source
Monthly status Status scale1 Stable: normal lead times, predictable supply.
2 Watch: early signals such as rising prices or stretching in some families. Monitor.
3 Alert: lead times stretching or selective allocation. Check exposed parts on your BOM.
4 Critical: broad allocation or severe extension. Plan around constraint.
The status is the analyst’s judgment, informed by the sources. It is not a formula.
Full methodology →
1 Stable: normal lead times, predictable supply.
2 Watch: early signals such as rising prices or stretching in some families. Monitor.
3 Alert: lead times stretching or selective allocation. Check exposed parts on your BOM.
4 Critical: broad allocation or severe extension. Plan around constraint.
The status is the analyst’s judgment, informed by the sources. It is not a formula.
Full methodology →Month by month
- Oct 20261 · StableLighting and opto remain broadly manageable.
- Sep 20261 · StableLighting and opto are mostly stable.
- Aug 20261 · StableMostly stable.
- Jul 20261 · StableStable anchor all seven months.
- Jun 20261 · StableComparatively calmer; stable anchor.
- May 20261 · StableLighting & opto stable, pricing steady.
- Apr 20261 · StableBroad stability continues.
- Mar 20261 · StableCompletely stable.
- Feb 20261 · StableHigh consistency in lead times across major suppliers.
- Jan 20261 · StableBroad stability.
- Dec 20251 · StableHigh consistency in lead times (8–16 weeks) across major suppliers.
Data table
| Month | Status | Lead time | Pulse Index |
|---|---|---|---|
| Oct 2026 | 1 · Stable | 10–21 wks | — |
| Sep 2026 | 1 · Stable | 10–20 wks | — |
| Aug 2026 | 1 · Stable | 8–20 wks | — |
| Jul 2026 | 1 · Stable | 8–16 wks | — |
| Jun 2026 | 1 · Stable | 8–16 wks | — |
| May 2026 | 1 · Stable | 8–16 wks | — |
| Apr 2026 | 1 · Stable | — | — |
| Mar 2026 | 1 · Stable | — | — |
| Feb 2026 | 1 · Stable | — | — |
| Jan 2026 | 1 · Stable | — | — |
| Dec 2025 | 1 · Stable | — | — |
Latest reading synthesized from: Future Electronics Market Conditions Report · TTI Lead Time Trends · Sourceability Lead Time Report — see methodology.