Market Analysis

Market Analysis

August sees positive traction in electronic components sales

Positive market sentiment expressed by participants in the electronic components supply chain improved in the August measurement as it reached 108.4 in the index and is sustained in the September outlook with a 107.9 score. “This is an encouraging upward trend following a June measurement that fell below the 100 threshold and caused concern regarding

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Market Analysis

Recent and future NAND flash memory price trends

NAND flash memory, the core technology behind various storage solutions such as SSDs, smartphones, and data centres, has faced significant fluctuations in price in recent years. These price changes are largely influenced by supply-demand dynamics, production costs, and technological advancements. Understanding these trends is crucial for businesses and consumers who rely on NAND flash memory

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Market Analysis

Global semiconductor market achieves $149.9B Q2 2024

The global semiconductor market achieved a valuation of $149.9 billion in the second quarter of 2024, according to data from the World Semiconductor Trade Statistics (WSTS). This marks a 6.5% increase from the first quarter of 2024 and an 18.3% rise compared to the same period the previous year. Notably, WSTS adjusted its first-quarter 2024

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Market Analysis

Japan’s return to semiconductor manufacturing: a strategic rebirth

One only needs to look back a few decades to see when the semiconductor landscape had Japan on top, controlling over 50% of the market. However, since then, a combination of geopolitical pressures, particularly from the United States, alongside increasing competition from rival Asian nations like South Korea and Taiwan has led to a steep

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Market Analysis

Global semiconductor manufacturing industry strengthens in Q2

The global semiconductor manufacturing industry showed continued improvement in the second quarter of 2024, with notable growth in integrated circuit (IC) sales, stabilising capital expenditure, and increased wafer fab capacity, according to the Q2 2024 Semiconductor Manufacturing Monitor (SMM) Report released by SEMI in partnership with TechInsights. While a slower recovery in some end markets

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Market Analysis

Global semiconductor sales increase 18.3%

The Semiconductor Industry Association (SIA) reported that global semiconductor industry sales reached $149.9 billion in the second quarter of 2024, marking an 18.3% increase from the same period in 2023 and a 6.5% rise over the first quarter of 2024. Sales for June 2024 alone totalled $50.0 billion, reflecting a 1.7% increase compared to May’s

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Market Analysis

UK connector orders steady, but billings down 3% on Q1

In its Q2 report for 2024, ITSA members have seen orders holding steady, but with a high degree of variation in key markets. Distribution is down 8% but perhaps not surprising given the 10% jump in Q1. Some markets are showing significant growth – Communications +44%, Mass Transport +29%, and Test & Measurement +29%. Value-Added

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Market Analysis

German component distribution experiences further drop in sales

Recent years’ sales and inventory records are now negatively impacting the financial statements of German component distributors. Following a -28% decline in Q1 2024, FBDi members saw their turnover plummet by 38% year-on-year to just under €890 million in Q2 2024, marking the lowest level since mid-2021. Incoming orders were equally disappointing, with new orders

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Market Analysis

Memory industry to achieve record revenues in 2025

The rising adoption of generative AI has significantly increased the demand for advanced DDR5 DRAM and HBM technologies in data centres, as well as the need for enterprise SSDs to support AI servers. Additionally, the market has seen the introduction of the first smartphones and PCs equipped with on-device generative AI capabilities. These devices require

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Market Analysis

DMASS reports lower revenue in second quarter 2024

The European components market contraction persisted into the second quarter of 2024, significantly impacting the distribution industry. According to DMASS Europe e.V., the European components distribution market experienced a 26.9% decline in Q2 2024 across all components, resulting in consolidated sales of €4.09 billion. While IP&E (Interconnect, Passive, and Electromechanical) components showed signs of stabilisation

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