Market Wire

Lamps and LED Lighting Is the Third-Most Concentrated Supply Line on the Board, and China Holds It

Lamps and LED Lighting scores 60 on supply-chain fragility against a 37 average across 57 tracked families, driven by 100 on supplier concentration and 25 on tariff exposure.

Lamps and LED Lighting scores 60 on supply-chain fragility against a 37 average across 57 tracked families, driven by 100 on supplier concentration and 25 on tariff exposure. The composite weights concentration at 35%, import dependence at 30%, tariff exposure at 20% and FX volatility at 15%, so a high score is a statement about how much of the lane runs through one country and one policy regime.

• fragility composite: 60
• board average: 37
• top source: China

Component scores for this family: concentration 100, import dependence 55, tariff exposure 25, FX volatility 20 — band: moderate. China is the top source.

Concentration is a risk you pay for in bad years and not in good ones, which is what makes it easy to carry unexamined. The practical exercise is pricing one credible second source now — invoice, duty, freight — so the switch is a decision rather than a scramble.

Published 2026-08-25.