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

    October 2025 Interconnect, Passives and Electromechanical Components Market Insights

    Exxelia 4-Terminal Safety Capacitors Compliant with NF F 62-102 Railway Standard

    Wk 43 Electronics Supply Chain Digest

    Samsung Releases Automotive Molded 2220 1kV C0G MLCC

    How to Select Ferrite Bead for Filtering in Buck Boost Converter

    VINATech Offers Smallest 100µF Al-Hybrid Capacitor

    Vishay Unveils SMD 1200V PTC Thermistors in Compact Size

    Power Inductors Future: Minimal Losses and Compact Designs

    Bourns Unveils Automotive 3 Watt Gate Driver Transformer

    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

    How to Select Ferrite Bead for Filtering in Buck Boost Converter

    Power Inductors Future: Minimal Losses and Compact Designs

    Percolation Phenomenon: Degradation of Molded Power Inductors in DC/DC Converters

    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

    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

    October 2025 Interconnect, Passives and Electromechanical Components Market Insights

    Exxelia 4-Terminal Safety Capacitors Compliant with NF F 62-102 Railway Standard

    Wk 43 Electronics Supply Chain Digest

    Samsung Releases Automotive Molded 2220 1kV C0G MLCC

    How to Select Ferrite Bead for Filtering in Buck Boost Converter

    VINATech Offers Smallest 100µF Al-Hybrid Capacitor

    Vishay Unveils SMD 1200V PTC Thermistors in Compact Size

    Power Inductors Future: Minimal Losses and Compact Designs

    Bourns Unveils Automotive 3 Watt Gate Driver Transformer

    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

    How to Select Ferrite Bead for Filtering in Buck Boost Converter

    Power Inductors Future: Minimal Losses and Compact Designs

    Percolation Phenomenon: Degradation of Molded Power Inductors in DC/DC Converters

    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

    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

January 25 – Interconnect, Passives and Electromechanical Components Market Insights

22.1.2025
Reading Time: 3 mins read
A A

January 2025 collection of news summaries, survey results, and channel market insights on Interconnect, Passives & Electromechanical Components from Edgewater Research.

Downtick to 1Q25 IT Datacom Expectations, Mixed Datapoints in Other Markets

RelatedPosts

October 2025 Interconnect, Passives and Electromechanical Components Market Insights

Wk 43 Electronics Supply Chain Digest

Wk 42 Electronics Supply Chain Digest

What’s Changed/What’s New?
1. Green shoots seen in 4Q order trends in some markets, particularly in Dec. Improvement seen in disti orders (Americas and Asia) tied to some inventory replenishment as well as from Telco, Traditional IT and Broadband. 
2. 1Q industry outlooks noted as sub-seasonal at down LSD-MSD Q/Q on extended shutdowns in China (CNY) and Europe (1st week of Jan). 2025 industry forecasts seen as little changed at LSD-MSD growth with expectations for muted 1H and stronger 2H recovery.
3. Auto demand seen as challenging through most of 2025; IP&E demand projected flat to up MSD on China growth, muted West. 
4. 1Q forecasts IT infrastructure trimmed on volume shifting into 2Q due to some AI projects ramp up delays.

Top 4 Channel Comments:
• Our orders to connector suppliers are up double digits compared to the run rate in 1H24. We made the decision to invest in inventory after we reached record low in dollar terms in mid-2024. 
• For the first time in over two years, we are seeing signs of improvement since late September. Bookings have shown a gradual but consistent uptick, with our core interconnect business recording its first positive B2B in September. Notably, B2B was positive in three of the last four months of the year.
• We see 90% probability of new EV incentives in Germany, based on projections for the likely coalition. Most parties recognize the importance of subsidies for the EV and renewable energy markets. The challenge lies in financing, but we anticipate incentives taking effect by April or May. 
• Demand from core Industrials remains weak. Rockwell, Schneider, Honeywell, Emerson and Siemens bookings continue to trend flattish.

Other Key Takeaways:
5. Euro Auto demand projected down Y/Y in 1H on additional layoffs and capacity idling. Renewed optimism about Germany introducing EV incentives by April/May offering hope for a 2H demand recovery. 
6. China Auto still strong with YE ramp-up driving 4Q upside. 2025 demand projected up, with PHEV demand outpacing BEVs. 
7. Industrial still muted, particularly in Europe, though with pockets of demand/inventory improvement. Recovery still hoped for 2H. 
8. TE seen as likely idling capacity that serves European Auto and Industrial customers in 1Q to prevent inventory buildup. 
9. Connector suppliers are seen passing through normal (LSD) cost downs with direct customers to start 2025, while raising prices by LSD in distribution across some AD&M and Industrial product lines.
10. Amphenol’s backplane viewed as one of the bottlenecks hindering AI project ramp ups, due to signal integrity performance, intensified by supply challenges. Optimism remains for a resolution, though timing and required mitigation actions are unclear.
11. AI customers seen testing alternatives to cabled backplane with PCB seen as a candite for system’s backplane in 2026 and CPO/CPC potentially beyond that.

Conclusion:
IP&E fundamentals are showing early signs green shoots to start 2025, though demand indicators still vary significantly by end market and geography. Pockets of growth are emerging in Telco, traditional IT, and distribution POP, but demand in Industrial and Auto remains subdued. Visibility remains limited, but B2B trends are gradually moving into positive territory, and signs of inventory normalization are starting to emerge. Some AI project delays are shifting volume forecasts from 1Q to 2Q, though IT demand remains strong and expected to drive industry growth in 2025. Demand forecast for 2025 remains largely unchanged at up mid-single-digit Y/Y, with the sector nearing the end of its inventory-driven downcycle and likely transitioning to shipping at consumption levels by 2H25.

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

Related

Source: Edgewater Research

Recent Posts

October 2025 Interconnect, Passives and Electromechanical Components Market Insights

27.10.2025
1

Samsung Releases Automotive Molded 2220 1kV C0G MLCC

23.10.2025
23

VINATech Offers Smallest 100µF Al-Hybrid Capacitor

23.10.2025
33

Vishay Unveils SMD 1200V PTC Thermistors in Compact Size

23.10.2025
7

Bourns Unveils Automotive 3 Watt Gate Driver Transformer

22.10.2025
8

Murata Opens EMC Test Lab in Nuremberg to Enhance Automotive Support

22.10.2025
13

Molex Acquires Smiths Interconnect

21.10.2025
9

Stackpole Introduces Automotive Thick Film Wide Termination Chip Resistors

20.10.2025
14

September 2025 ECIA US Components Sales Sentiment Continues in Optimism

20.10.2025
21

Bourns Release Automotive 4-Terminal Shunt Resistors

17.10.2025
23

Upcoming Events

Oct 28
8:00 - 15:00 CET

Power Up Your Design: SN6507 and the Ready-to-Use Development Kit

Oct 30
11:00 - 12:00 CET

Space Ceramic Capacitors with Flexible Testing

Nov 4
10:00 - 11:00 PST

Design and Stability Analysis of GaN Power Amplifiers using Advanced Simulation Tools

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

    4 shares
    Share 4 Tweet 0
  • Dual Active Bridge (DAB) Topology

    0 shares
    Share 0 Tweet 0
  • MLCC and Ceramic Capacitors

    0 shares
    Share 0 Tweet 0
  • Flying Capacitors

    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