Your humble editor has had an interesting dialogue with a mid-size Tier III luminaire manufacture in China who supplies some fixtures to a few well-known U.S. based OEMs. In the below email from 23 FEB, the English is imperfect, but the messages is clear. Expect a price increase in March.
I asked Selina to explain the reason for increases and she said that the Chinese government is cutting capacity due to environment concerns. See below:
Developing…..