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

December 23 – Interconnect, Passives & Electromechanical Components Market Insights

22.12.2023
Reading Time: 3 mins read
A A

December 2023 collection of news summaries, survey results and channel market insights on Interconnect, Passives & Electromechanical Components from Edgewater Research.

What’s Changed/What’s New?
1. Asia feedback upticks on signs of inventory normalization; China demand stable to up but outlook into 2024 still muted.
2. Europe feedback downticks on inventory and end-demand across Industrial/Auto. 1Q outlook well below sub-seasonal.
3. Auto tempered modestly M/M, more stable vs. semis. Concerns tied to inventory in the West (UAW) and EV program fallouts.
4. AI connector feedback noisier vs recent work on volatility in deployment schedules and concerns of over-shipping end consumption.

RelatedPosts

July 2025 Interconnect, Passives and Electromechanical Components Market Insights

Wk 29 Electronics Supply Chain Digest

June 2025 ECST Components Survey Delivers Stunning Results

Top 4 Channel Comments:
• Asia is showing signs of life in 4Q. Both bookings and shipments have flipped positive Y/Y. Sequentially shipments have been flattish for the past 4 months while bookings are upticking. Still hesitant to call it a recovery, but we see the improvement including in China.
• IP&E demand continues to downtick in Europe through 4Q. End customer demand seems off target. B2B is down Q/Q and continues to go in the wrong direction. Distis in Europe are swimming in inventory, and we see more requests for returns.
• Auto outlook in Europe is more tempered vs 3 months ago. Demand is okay at best. Outlook for content growth remains good for both EV and ICE but volume projections are cloudier. We see a clear fallout from some EV programs from VW and with some tier 2s.
• The AI market is extremely volatile. Customers are asking us to put capacity and ramp up, but by the time we do, plans have changed. When Telsa Dojo first fired up their machine back in October it tripped the power grid. That caused the volume to be cut in half initially, which was followed by another halving last week. Telsa said it will just move to the next-generation design due to performance tradeoffs and other changes that address some of the power issues.

Other Key Takeaways:
5. 2024 outlooks still muted at LSD growth and tied to 2H recovery expectations with disti demand underperforming direct.
6. China Auto mixed with upside in 4Q but concerns of pull-ins driving sub-seasonal 1Q; Easing EV incentives and cautious consumer spending creating uncertainty for EV production growth in 2024. China OEM seen continuing to take share from freight Auto in 4Q.
7. Industrial still seen weak across geos; inventory headwind seen persisting potentially through 2024 on recent forecast cuts to EMS.
8. Comm Transport/Traditional IT/Telco feedback still weak and little changed with inventory digestion projected to persist into 1H24.
9. Connector inventory broadly seen as still elevated but better relative to semis and passives. Digestion still seen through 1H24.
10. Connector pricing noted as stable for existing products but Amphenol, TE seen as more price-flexible for new designs.

Conclusion
IP&E fundamentals are showing signs of stabilization exiting 2023, with some signs of inventory bottoming in the Asia/Pacific region, while inventory in Americas/EMEA remains a headwind. By end market, little is changed M/M, with feedback in Automotive mixed, Aerospace and Defense strong, and Industrial and Telco continuing to draw down inventory levels. We are encouraged that inventory levels appear cleaner in IP&E relative to semiconductors and except for some pockets in passives the pricing environment remains benign. As fundamentals continue to show signs of bottoming, we are growing increasingly optimistic that the inventory digestion will likely come to an end in 1H24 allowing industry to return to shipping to end consumption.

Full report available from:

Dennis Reed, Sr. Research Analyst, Edgewater Research

Related

Source: Edgewater Research

Recent Posts

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

15.9.2025
2

Panasonic Industry to Double Production of MEGTRON PCB Materials

15.9.2025
0

5th PCNS Awards Outstanding Passive Component Papers

14.9.2025
12

TDK Releases Ultra-small PFC Capacitors

10.9.2025
26

Vishay Releases Class 1 Leaded High Voltage Ceramic Disc Capacitors

10.9.2025
15

DigiKey Presents Factory Tomorrow Season 5 Video Series

4.9.2025
13

Würth Elektronik Unveils Compact Common-Mode Data Lines Chokes

3.9.2025
31

Bourns Releases TCO 240 Watt USB Mini-Breaker

3.9.2025
9

Littelfuse Adds 600W Automotive TVS Diodes for High-Energy Transient Protection

2.9.2025
13

Vishay Releases Harsh Environment Robust DC-Link Film Capacitor

2.9.2025
38

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