Market Analysis

Market Analysis

German component distribution market in Q4/24

German component distribution sees 2025 as a year of setting the course and calls for future-oriented investments in infrastructure and education. Sales of electronic components distribution, according to FBDi e.V., fell by more than 35% in the fourth quarter of 2024. Incoming orders are not providing any stimulus. The outlook remains subdued until mid-2025. FBDi

Read More
Market Analysis

Infineon has better start to year than expected

Infineon Technologies is reporting results for the first quarter of the 2025 fiscal year (period ended 31 December 2024). “Infineon has held up well in a weak market environment, closing its first quarter slightly ahead of expectations,” says Jochen Hanebeck, CEO of Infineon. “Against a continued uncertain economic backdrop, our business trajectory in this fiscal

Read More
Industry Insights Market Analysis

Infineon 2025 predictions – GaN semiconductors

As the world continues to face the challenges of climate change and environmental sustainability, Infineon Technologies) is harnessing the power of all relevant semiconductor materials including silicon (Si), silicon carbide (SiC), and gallium nitride (GaN) to drive meaningful progress towards decarbonisation and digitalisation. In its 2025 predictions – GaN power semiconductors, Infineon highlights that gallium

Read More
Market Analysis News

ASML reports €28.3Bn net sales in 2024

ASML has published its 2024 fourth-quarter and full-year results. In Q4, ASML reported total net sales of €9.3 billion, with a gross margin of 51.7% and a net income of €2.7 billion. The company recorded quarterly net bookings of €7.1 billion, including €3.0 billion from EUV systems. For the full year 2024, ASML achieved total

Read More
Market Analysis

AMD vs NVIDIA: rivalry in AI and data centre innovation

By Fusion Worldwide In the dynamic world of enterprise computing, artificial intelligence (AI) stands as a transformative force, redefining how businesses operate, compete, and innovate. At the heart of this revolution is the intense rivalry between AMD and NVIDIA, two tech giants whose competition fuels relentless innovation, driving AI capabilities to new heights. This ongoing

Read More
Market Analysis

ECIA reports that 2025 is off to an encouraging start

With a score that broke solidly above the 100-point threshold in January for the overall component average, the year got off to an encouraging start. While the actual score of 108.5 was 6.7 points lower than the forecast from the December survey, it is still a very strong result to start the year. “Once again,

Read More
Market Analysis

UK connector orders steady, with distribution share weak

ITSA’s recent report finds that the Book to Bill is positive at 1.05:1, due to a high direct order intake in Q4. Distributors appear to have de-stocked in Q4, down 15%, probably in anticipation of a slow-down in orders. This is important as they represent some 46% of ITSA members sales. Headline stats: Revenues down

Read More
Market Analysis

Electronic System Design industry posts $5.1Bn in revenue

Electronic System Design (ESD) industry revenue increased 8.8% to $5,114.5 million in the third quarter of 2024 from the $4,702.4 million registered in the third quarter of 2023, the ESD Alliance, a SEMI Technology Community, announced in its latest Electronic Design Market Data (EDMD) report. The four-quarter moving average, which compares the most recent four

Read More
Market Analysis

Shaky fundamentals stunt Penn’s 2025 chip forecast

Malcolm Penn, CEO of Future Horizons, is forecasting a slowdown in global semiconductor growth in 2025. He is predicting 14 per cent growth in 2025, down from 2024’s 19.2 per cent growth, a spurt that took the market value to $629 billion, the first time the industry has cracked the $600 billion barrier. Last year’s

Read More
Market Analysis

Returning confidence among UK electronics manufacturers

UK electronic manufacturers are riding high on a wave of newfound confidence for 2025 after figures revealed a dramatic uplift in purchasing. Small and mid-sized firms saw their average sales drop by 19% in the third quarter of last year, while the number of purchase orders (POs) placed with suppliers was up by 164%, according

Read More