Pulse / Trends / Lighting & Opto
Lighting & Opto
LEDs, laser diodes, optocouplers, displays, optical components.
Lead-time range, Dec 2025 – Jul 2026
- 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
Why it's moving
High consistency in lead times (8–16 weeks) across major suppliers. The category's structural exposure is gallium and germanium (GaAs/GaN emitters, IR optics) — quiet now under the truce, but the first place re-escalation would show.
China export controls
China's export controls on gallium, germanium, antimony and superhard materials hit GaN/SiC power devices, LEDs and IR optics. The suspension of bans on US-bound exports runs only to Nov 27, 2026.Pillsbury: China suspends export controls on certain critical minerals (2025-11)
Analyst read as of July 2026. Facts cited via the driver tags above; the interpretation is the analyst's own.
Month by month
- 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 |
|---|---|---|---|
| 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: Avnet Abacus Lead-Time Guide · Future Electronics Market Conditions Report — see methodology.