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

    High Energy Density Polymer Film Capacitors via Molecular and Interfacial Design

    Bourns Releases High Clearance and Creepage 1500VDC Power Transformer

    KYOCERA AVX Expands Stacked MLCC Capacitors Offering

    Murata and QuantumScape Joint Development for Solid Batteries Ceramic Separators

    YAGEO Unveils Compact 3.6kW LLC Transformer for OBC EV Charging

    Over-Voltage Protection Clippers, Clampers, Snubbers, DC Restorers

    KYOCERA Releases Shielded Board-to-Board Connectors for Reliable EMI Protection

    Wk 41 Electronics Supply Chain Digest

    Samtec Expands Connector Severe Environment Testing Offering

    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

    Connector PCB Design Challenges

    Efficient Power Converters: Duty Cycle vs Conduction Losses

    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

    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
  • PCNS
    • PCNS 2025
    • PCNS 2023
    • PCNS 2021
    • PCNS 2019
    • PCNS 2017
  • 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

    High Energy Density Polymer Film Capacitors via Molecular and Interfacial Design

    Bourns Releases High Clearance and Creepage 1500VDC Power Transformer

    KYOCERA AVX Expands Stacked MLCC Capacitors Offering

    Murata and QuantumScape Joint Development for Solid Batteries Ceramic Separators

    YAGEO Unveils Compact 3.6kW LLC Transformer for OBC EV Charging

    Over-Voltage Protection Clippers, Clampers, Snubbers, DC Restorers

    KYOCERA Releases Shielded Board-to-Board Connectors for Reliable EMI Protection

    Wk 41 Electronics Supply Chain Digest

    Samtec Expands Connector Severe Environment Testing Offering

    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

    Connector PCB Design Challenges

    Efficient Power Converters: Duty Cycle vs Conduction Losses

    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

    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
  • PCNS
    • PCNS 2025
    • PCNS 2023
    • PCNS 2021
    • PCNS 2019
    • PCNS 2017
  • Events
No Result
View All Result
Passive Components Blog
No Result
View All Result

February 25 – Interconnect, Passives and Electromechanical Components Market Insights

4.3.2025
Reading Time: 3 mins read
A A

Edgewater researchers remain optimistic that the industry is still in the early stages of recovery. They anticipate that the IP&E sector will spearhead the component industry’s recovery, achieving mid-single-digit growth in 2025. February 2025 collection of news summaries, survey results, and channel market insights on Interconnect, Passives & Electromechanical Components from Edgewater Research. 

AI Outlook Still Robust Despite Roadmap/Content Changes, Broader Market Trends Showing Signs of a Rebound

RelatedPosts

Wk 41 Electronics Supply Chain Digest

July 2025 Interconnect, Passives and Electromechanical Components Market Insights

Wk 29 Electronics Supply Chain Digest

What’s Changed/What’s New?
1. Broader demand datapoints better with positive B2B gaining momentum on order improvement from distis globally, Telco, Traditional IT, Mil/Aero and pockets of mass Industrial accounts, including in Europe. 
2. Additional signs of inventory bottoming in 4Q, IP&E suppliers beginning to ship to end demand levels, some restocking occurring.
3. CY25 AI demand still projected strong, but with growth expectations seen moderating due to changes in Nvidia roadmap/content. Near term revenue impact seems limited with 1Q demand tracking slightly ahead driven by customers’ focus on securing supply.

Top 3 Channel Comments:
• The challenge in AI comes from an architectural standpoint, not capacity. Everything is a race right now, there are no fixed specifications, changes are happening on the fly, and customers and suppliers are learning on the fly. 
• Industrial demand from Europe distribution has improved since the start of the year with B2B jumping to 1.1 in Jan/Feb from <1 in 4Q. We are also starting to book some backlog orders. We remain cautiously optimistic as a year ago we got fooled by 1Q bookings.
• Auto demand in the West remains tough but it feels like we’re past the worst, at least in Europe. I wouldn’t say Auto in Europe is getting materially worse compared to what we saw over the last several months.

Other Key Takeaways:
4. 1Q demand seen tracking slightly ahead of targets with seasonal Asia, slight Q/Q growth in Americas, and flattish Europe. 
5. Auto reads in the West still cautious for 1H, with 2H optimism in Europe on potential EV incentives, ramp of pushed out programs.
6. Industrial reads better for 2nd month, on replenishment by distis globally and improvement in sell-through. Demand recovery also seen from distis in Europe with connector suppliers reporting jump in Jan/Feb B2B to 1.1-1.2 vs <1 in 4Q. 
7. Within IP&E, connector trends noted as leading the recovery, followed by passives and electromechanical with pockets of remaining elevated inventory at customers for the latter group. Lead times for some passive components going into AI applications seen extending with capacity utilization for certain product lines approaching 100%.
8. Nvidia Rubin and GB300 seen potentially adopting a hybrid backplane design; PCB design projected for future rack generations.
9. Nvidia NVL288 single rack concept seen potentially using orthogonal PCB design; prospects for NVL288 mass production unclear. 
10. Amazon Trn2 rack ramp-up seen as slower than expected on supply chain setbacks; issues noted as more modest compared to Nvidia NVL. Official forecast for 2025 noted as unchanged but builds likely more 2H weighted vs original plans.

Conclusion:
IP&E fundamentals continued to show signs of improvement in February. The IT Datacom market remains the primary growth driver, though the supply chain continues to grapple with technical and scaling challenges around new Nvidia platforms. Beyond IT Datacom, we see encouraging improvements across multiple end markets, particularly in the mass market business in EMEA, which was among the more challenging regions exiting 2024. With sustained strength—albeit at moderating growth rates—in IT Datacom and early signs of a rebound in other markets, we remain confident that the industry is in the early stages of recovery. Given that inventory levels are widely seen as healthier than in semiconductors, we expect the IP&E sector to lead the component industry’s recovery, returning to mid-single-digit growth in 2025.

Full report available from: Dennis Reed, Sr. Research Analyst, Edgewater Research

Related

Source: Edgewater Research

Recent Posts

Vishay Expanded Inductor Portfolio With More Than 2000 Stock Items 

8.10.2025
14

Paumanok Releases Capacitor Foils Market Report 2025-2030

7.10.2025
26

Advancements in Flexible End Terminations for Robust MLCCs in EV

26.9.2025
45

Passive Components J-STD-075 Process Sensitivity Level Classification And Labeling

25.9.2025
64

AI Hardware Development and Its Consequences for Passive Electronic Components

23.9.2025
76

Samtec Agreed with Molex Second-Source License on High-Speed Interconnects for Data Centers

18.9.2025
22

August 2025 ECIA US Components Sales Sentiment Remains Strong

18.9.2025
41

Electronics Weekly Announcing Finalists for Elektra Awards 2025

16.9.2025
18

Panasonic Industry to Double Production of MEGTRON PCB Materials

15.9.2025
22

DigiKey Presents Factory Tomorrow Season 5 Video Series

4.9.2025
16

Upcoming Events

Oct 15
20:00 - 20:30 CEST

Planar Design & Simulation

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

    4 shares
    Share 4 Tweet 0
  • Ripple Current and its Effects on the Performance of Capacitors

    3 shares
    Share 3 Tweet 0
  • SEPIC Converter Design and Calculation

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

    0 shares
    Share 0 Tweet 0
  • MLCC and Ceramic Capacitors

    0 shares
    Share 0 Tweet 0
  • Flying Capacitors Explained

    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
  • PCNS

© 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