Passive Components Blog
No Result
View All Result
  • Home
  • NewsFilter
    • All
    • Aerospace & Defence
    • Antenna
    • Applications
    • Automotive
    • Capacitors
    • Circuit Protection Devices
    • electro-mechanical news
    • Filters
    • Fuses
    • Inductors
    • Industrial
    • Integrated Passives
    • inter-connect news
    • Market & Supply Chain
    • Market Insights
    • Medical
    • Modelling and Simulation
    • New Materials & Supply
    • New Technologies
    • Non-linear Passives
    • Oscillators
    • Passive Sensors News
    • Resistors
    • RF & Microwave
    • Telecommunication
    • Weekly Digest

    Würth Elektronik Announces 2025 Digital WE Days Virtual Conference

    VINATech Unveils Hybrid Energy Storage System to Revolutionize Grid Stability and Power Delivery

    SCHURTER Releases High Performance EV-Fuse

    Panasonic Industry to Double Production of MEGTRON PCB Materials

    5th PCNS Awards Outstanding Passive Component Papers

    TDK Releases Ultra-small PFC Capacitors

    KYOCERA AVX Releases Novel Mini BME Stacked Ceramic Capacitors

    Vishay Releases Class 1 Leaded High Voltage Ceramic Disc Capacitors

    TDK Releases 140C Compact Vibration Robust Automotive Aluminum Capacitors

    Trending Tags

    • Ripple Current
    • RF
    • Leakage Current
    • Tantalum vs Ceramic
    • Snubber
    • Low ESR
    • Feedthrough
    • Derating
    • Dielectric Constant
    • New Products
    • Market Reports
  • VideoFilter
    • All
    • Antenna videos
    • Capacitor videos
    • Circuit Protection Video
    • Filter videos
    • Fuse videos
    • Inductor videos
    • Inter-Connect Video
    • Non-linear passives videos
    • Oscillator videos
    • Passive sensors videos
    • Resistor videos

    Ripple Steering in Coupled Inductors: SEPIC Case

    SEPIC Converter with Coupled and Uncoupled Inductors

    Coupled Inductors in SEPIC versus Flyback Converters

    Non-Linear MLCC Class II Capacitor Measurements Challenges

    Percolation Phenomenon and Reliability of Molded Power Inductors in DC/DC converters

    Root Causes and Effects of DC Bias and AC in Ceramic Capacitors

    How to Calculate the Output Capacitor for a Switching Power Supply

    Switched Capacitor Converter Explained

    Understanding Inductor Dot Markings and Their Application in LTspice

    Trending Tags

    • Capacitors explained
    • Inductors explained
    • Resistors explained
    • Filters explained
    • Application Video Guidelines
    • EMC
    • New Products
    • Ripple Current
    • Simulation
    • Tantalum vs Ceramic
  • Knowledge Blog
  • Suppliers
    • Who is Who
  • Events
  • Home
  • NewsFilter
    • All
    • Aerospace & Defence
    • Antenna
    • Applications
    • Automotive
    • Capacitors
    • Circuit Protection Devices
    • electro-mechanical news
    • Filters
    • Fuses
    • Inductors
    • Industrial
    • Integrated Passives
    • inter-connect news
    • Market & Supply Chain
    • Market Insights
    • Medical
    • Modelling and Simulation
    • New Materials & Supply
    • New Technologies
    • Non-linear Passives
    • Oscillators
    • Passive Sensors News
    • Resistors
    • RF & Microwave
    • Telecommunication
    • Weekly Digest

    Würth Elektronik Announces 2025 Digital WE Days Virtual Conference

    VINATech Unveils Hybrid Energy Storage System to Revolutionize Grid Stability and Power Delivery

    SCHURTER Releases High Performance EV-Fuse

    Panasonic Industry to Double Production of MEGTRON PCB Materials

    5th PCNS Awards Outstanding Passive Component Papers

    TDK Releases Ultra-small PFC Capacitors

    KYOCERA AVX Releases Novel Mini BME Stacked Ceramic Capacitors

    Vishay Releases Class 1 Leaded High Voltage Ceramic Disc Capacitors

    TDK Releases 140C Compact Vibration Robust Automotive Aluminum Capacitors

    Trending Tags

    • Ripple Current
    • RF
    • Leakage Current
    • Tantalum vs Ceramic
    • Snubber
    • Low ESR
    • Feedthrough
    • Derating
    • Dielectric Constant
    • New Products
    • Market Reports
  • VideoFilter
    • All
    • Antenna videos
    • Capacitor videos
    • Circuit Protection Video
    • Filter videos
    • Fuse videos
    • Inductor videos
    • Inter-Connect Video
    • Non-linear passives videos
    • Oscillator videos
    • Passive sensors videos
    • Resistor videos

    Ripple Steering in Coupled Inductors: SEPIC Case

    SEPIC Converter with Coupled and Uncoupled Inductors

    Coupled Inductors in SEPIC versus Flyback Converters

    Non-Linear MLCC Class II Capacitor Measurements Challenges

    Percolation Phenomenon and Reliability of Molded Power Inductors in DC/DC converters

    Root Causes and Effects of DC Bias and AC in Ceramic Capacitors

    How to Calculate the Output Capacitor for a Switching Power Supply

    Switched Capacitor Converter Explained

    Understanding Inductor Dot Markings and Their Application in LTspice

    Trending Tags

    • Capacitors explained
    • Inductors explained
    • Resistors explained
    • Filters explained
    • Application Video Guidelines
    • EMC
    • New Products
    • Ripple Current
    • Simulation
    • Tantalum vs Ceramic
  • Knowledge Blog
  • Suppliers
    • Who is Who
  • Events
No Result
View All Result
Passive Components Blog
No Result
View All Result

Component Distribution Supply Chain – Sept 2023

5.10.2023
Reading Time: 3 mins read
A A

September 2023 component distribution supply chain insights – September 2023 from Edgewater Research.

Inventory overhang remains persistent and burn progressing slower than expected, Arrow appears to be losing share NT on TI moving business direct & potential customer disruptions stemming from NCNR enforcement

RelatedPosts

July 2025 Interconnect, Passives and Electromechanical Components Market Insights

Wk 29 Electronics Supply Chain Digest

June 2025 ECST Components Survey Delivers Stunning Results

Key Takeaways:
1. 3Q POS tracking in-line, down mid-single digits Q/Q, with weaker China, seasonal Europe and in-line Americas.
2. TI seen accelerating shift direct from Arrow in 2H, particularly in 4Q. We estimate ~65% of TI sales through Arrow are in Asia.
3. 3Q inventory progress viewed as uneven and slow on STMicro, Infineon and other European semis driving inventory up by enforcing NCNRs.
4. Arrow seen angering tier 1 EMS with aggressive tactics on receivables/NCNRs; Foxconn threatening to cut ties, move to Avnet/others.

Top 4 Channel Comments:
• Over the last month discussions of TI moving away from Arrow have intensified. The Arrow managers in Asia that we met with are particularly concerned about the 2H and specifically 4Q.
• It is too early to tell but some large suppliers are not happy with the Future deal. Arrow and Avnet will be lurking in the background ready to take on more share. STMicro, Infineon, NXP have decent-sized businesses with Future and those could be on the move at some point.
• The semi suppliers are enforcing NCNRs and stuffing distributors with products, particularly in Asia. In turn, Arrow has gotten very aggressive with big EMS customers forcing them to take on products. That has aggravated Foxconn. Foxconn says they are going to move all of their demand to Avnet. Some of it is likely a negotiating tactic but they sound serious. We have a call with Foxconn in 2 weeks to figure out as a supplier what this means. For us, it is key not to leave any product stuck with Arrow.
• Our (a global distributor) inventory in China is worse than in 2Q. We currently have more inventory than revenue in 3Q. STMicro, Infineon and most other European suppliers (ex. NXP) are pushing products to us, enforcing NCNRs while customers refuse delivery.

Other Key Takeaways:
5. Bookings remain weak with B2B<1 globally; semis B2B/orders cont. to decline; IP&E more stable with green shoots in China.
6. 4Q POS projected down LSD-MSD Q/Q with flattish APAC/China and declines in EMEA and Americas.
7. Future Electronics sale seen as having limited industry impact NT as WT planning limited change to Future’s biz model and GTM. MT, the supply chain sees potential Arrow/Avnet gains as some end customers/suppliers seen expressing uneasiness re. the new owner.
8. Distributors seen expressing concern about slow inventory progress. Arrow seen aiming to cut inventory by 30-40%, or ~$2B.
9. NCNR enforcement, ongoing customer pushouts seen limiting disti’s ability to reduce inventory. Receivables collection also noted as incrementally more challenging. Combined those dynamics seen constraining WC improvement and FCF generation near term.
10. Inventory digestion seen through 1Q24 (at least). Feedback suggests inventory progress at catalog disti, including Farnell also slow.
11. High volume SKUs (particularly semis) noted seeing increasing pricing pressure in distis; high end/custom pricing more stable.
12. Distis noted seeking sizable ship and debit support; suppliers largely seen unwilling to meet such requests. Distis in Asia seen as more aggressive discounting without supplier support, in large part due to increased pressure from brokers selling below the market.
13. First cut to official list prices seen in catalog distis from TI/STMicro/Analog Devices. Cuts seen as a potential leading indicator for volume distis.

Conclusion:
Distribution fundamentals remain challenged, and we remain cautious on the pace and the duration of the digestion taking longer than supply chain expectations and likely lasting through at least 1H24. Adding to our near-term caution, we have started to see the 1st signs of pricing aggression from suppliers, which also has the potential to further pressure sales growth near-term.

Full report available from:

Dennis Reed, Sr. Research Analyst, Edgewater Research

Related

Source: Edgewater Research

Recent Posts

Panasonic Industry to Double Production of MEGTRON PCB Materials

15.9.2025
0

DigiKey Presents Factory Tomorrow Season 5 Video Series

4.9.2025
13

Connector Industry Achieves Double-Digit Growth

19.8.2025
38

July 2025 ECST Components Survey Continue with Strong Sales Sentiment

4.8.2025
86

DigiKey Expands Inventory with Over 32,000 Stocking NPIs in Q2 2025

31.7.2025
18

European Components Distribution (DMASS) Faces Continued Decline in Q2 2025

30.7.2025
103

The Connector Industry is Undergoing Transformation

25.7.2025
97

Würth Elektronik Opens Branch in South Africa

24.7.2025
31

July 2025 Interconnect, Passives and Electromechanical Components Market Insights

23.7.2025
146

Samsung Electro-Mechanics Focuses MLCCs on AI servers and Automotive

22.7.2025
102

Upcoming Events

Sep 16
17:00 - 18:00 CEST

EMI Shielding Challenges

Sep 22
September 22 @ 13:00 - September 25 @ 15:15 EDT

Pre Cap Visual Inspection per Mil-Std-883 (TM 2017)

Sep 30
September 30 @ 12:00 - October 2 @ 14:00 EDT

MIL-Std-883 TM 2010

Oct 17
12:00 - 14:00 EDT

External Visual Inspection per MIL-STD-883 TM 2009

Oct 20
October 20 - October 23

Digital WE Days 2025 – Virtual Conference

View Calendar

Popular Posts

  • Buck Converter Design and Calculation

    0 shares
    Share 0 Tweet 0
  • Boost Converter Design and Calculation

    0 shares
    Share 0 Tweet 0
  • Flyback Converter Design and Calculation

    0 shares
    Share 0 Tweet 0
  • LLC Resonant Converter Design and Calculation

    0 shares
    Share 0 Tweet 0
  • Dual Active Bridge (DAB) Topology Explained

    0 shares
    Share 0 Tweet 0
  • Ripple Current and its Effects on the Performance of Capacitors

    3 shares
    Share 3 Tweet 0
  • What is a Dielectric Constant and DF of Plastic Materials?

    4 shares
    Share 4 Tweet 0
  • SEPIC Converter Design and Calculation

    0 shares
    Share 0 Tweet 0
  • How to Design an Inductor

    0 shares
    Share 0 Tweet 0
  • Core Materials, Permeability and Their Losses

    0 shares
    Share 0 Tweet 0

Newsletter Subscription

 

Passive Components Blog

© EPCI - Leading Passive Components Educational and Information Site

  • Home
  • Privacy Policy
  • EPCI Membership & Advertisement
  • About

No Result
View All Result
  • Home
  • Knowledge Blog
  • Premium Suppliers

© EPCI - Leading Passive Components Educational and Information Site

This website uses cookies. By continuing to use this website you are giving consent to cookies being used. Visit our Privacy and Cookie Policy.
Go to mobile version