Market Analysis

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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Market Analysis

ECIA reports modest recovery into positive territory

Following two months of sliding electronic component sales sentiment measurements that left the overall product index in negative sentiment territory, the component index recovered slightly into positive territory with a 4.5-point rise in July. “While the score of 103.4 is just above the threshold of 100, this recovery up to a positive range is encouraging

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Market Analysis

Chip stocks plummet amidst US-China tensions

Chip stocks worldwide have slumped due to fears surrounding the global computer chip industry. The sell-off followed reports that the Biden administration may further tighten restrictions on exports of semiconductor equipment to China. Comments by former US President Donald Trump, suggesting that Taiwan should fund its own defence, added to these concerns. In the US,

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Market Analysis

Semiconductor foundry industry: negotiating troubled waters

While the semiconductor foundry industry is facing many challenges, it is on track to have a 5.4% CAGR until 2029. The semiconductor foundry industry faces a complex landscape of make-or-buy decisions and international dependencies, announces Yole Group in its new technology and market analysis, Overview of the Semiconductor Foundry Industry 2024. IDMs produce semiconductors both

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Market Analysis

ESD industry posts $4.5B in revenue in Q1 2024

The Electronic System Design (ESD) industry saw a 14.4% increase in revenue, reaching $4,521.6 million in the first quarter of 2024, up from $3,951.1 million in the same period in 2023. This data was released by the ESD Alliance, part of the SEMI Technology Community, in its latest Electronic Design Market Data (EDMD) report. The

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Market Analysis

WSTS lifts 2024 semis market growth to 16%

WSTS has adjusted its Spring 2024 forecast upwards, projecting a 16.0% growth in the global semiconductor market to $611 billion compared to the previous year. This revision reflects stronger performance in the last two quarters, particularly in computing end-markets. For 2024, mainly two Integrated Circuit categories are anticipated to drive the growth for the year

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Market Analysis

Global chip sales grow 19.3% in May, says SIA

Global semiconductor industry sales hit $49.1 billion during the month of May 2024 according to the Semiconductor Industry Association (SIA). This is an increase of 19.3% compared to the May 2023 total of $41.2 billion and an increase of 4.1% compared to the April 2024 total of $47.2 billion. “The global semiconductor market has grown

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