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

    TDK Releases Industry First 1uF 100V X7R MLCCs in 1608 Case

    YAGEO Expands One Turn Inductors for AI and High-Efficiency Power Applications

    YAGEO Extends Lifetime of its Aluminum SMD Chip Capacitors to 5500hrs at 125C/Ur

    Murata Releases Worlds First 10µF/50V Automotive MLCC in 0805 Size

    Würth Elektronik Extends High Saturation Flat-Wire Power Inductors Line

    Vishay Expands Automotive High Frequency Thin Film Chip Resistors

    Advancements and Applications of Switch Capacitor Power Converters

    KYOCERA AVX Releases Robust Vertical-Mating Battery Connectors

    Accelerating Full Bridge LLC Resonant Converter Design with Frenetic AI

    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

    Accelerating Full Bridge LLC Resonant Converter Design with Frenetic AI

    Understanding Switched Capacitor Converters

    Coupled Inductors Circuit Model and Examples of its Applications

    Inductor Resonances and its Impact to EMI

    Highly Reliable Flex Rigid PCBs, Würth Elektronik Webinar

    Causes of Oscillations in Flyback Converters

    How to design a 60W Flyback Transformer

    Modeling and Simulation of Leakage Inductance

    Power Inductor Considerations for AI High Power Computing – Vishay Video

    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

    TDK Releases Industry First 1uF 100V X7R MLCCs in 1608 Case

    YAGEO Expands One Turn Inductors for AI and High-Efficiency Power Applications

    YAGEO Extends Lifetime of its Aluminum SMD Chip Capacitors to 5500hrs at 125C/Ur

    Murata Releases Worlds First 10µF/50V Automotive MLCC in 0805 Size

    Würth Elektronik Extends High Saturation Flat-Wire Power Inductors Line

    Vishay Expands Automotive High Frequency Thin Film Chip Resistors

    Advancements and Applications of Switch Capacitor Power Converters

    KYOCERA AVX Releases Robust Vertical-Mating Battery Connectors

    Accelerating Full Bridge LLC Resonant Converter Design with Frenetic AI

    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

    Accelerating Full Bridge LLC Resonant Converter Design with Frenetic AI

    Understanding Switched Capacitor Converters

    Coupled Inductors Circuit Model and Examples of its Applications

    Inductor Resonances and its Impact to EMI

    Highly Reliable Flex Rigid PCBs, Würth Elektronik Webinar

    Causes of Oscillations in Flyback Converters

    How to design a 60W Flyback Transformer

    Modeling and Simulation of Leakage Inductance

    Power Inductor Considerations for AI High Power Computing – Vishay Video

    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

June 2025 Interconnect, Passives and Electromechanical Components Market Insights

Wk 24 Electronics Supply Chain Digest

Wk 23 Electronics Supply Chain Digest

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

Source: Edgewater Research

Recent Posts

Samsung Delivers Silicon Capacitors to Marwell AI Systems

24.6.2025
30

June 2025 Interconnect, Passives and Electromechanical Components Market Insights

23.6.2025
39

2025 Thick and Thin Film Resistor Networks Environment Overview

19.6.2025
37

Chinas MLCC Makers Reach 10% Market Share

16.6.2025
93

May 2025 ECST Component Results Show Moderating Decline in Sales Sentiment

6.6.2025
38

Passive Electronic Components Lead-times Update

4.6.2025
91

May 2025 Interconnect, Passives and Electromechanical Components Market Insights

3.6.2025
67

VINATech Expands Aluminum Capacitor Portfolio with Acquisition of Enesol

28.5.2025
92

Dr. Tomas Zednicek Vision for Europe 2025 Passive Electronics Market

14.5.2025
94

Tariffs Crush Sales Sentiment in April 2025 ECST Results

6.6.2025
118

Upcoming Events

Jul 23
13:00 - 14:00 CEST

PCB design for a Smartwatch

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
  • What is a Dielectric Constant and DF of Plastic Materials?

    4 shares
    Share 4 Tweet 0
  • LLC Resonant Converter Design and Calculation

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

    3 shares
    Share 3 Tweet 0
  • How to Design an Inductor

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

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

    0 shares
    Share 0 Tweet 0
  • Why Low ESR Matters in Capacitor Design

    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