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

    Bourns Releases High Power High Ripple Chokes

    KYOCERA AVX Releases Hermaphroditic WTW and WTB Connectors

    Radiation Tolerance of Tantalum and Ceramic Capacitors

    TDK Releases Compact Polypropylene Film Capacitors for Resonant Topologies

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

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

    Würth Elektronik Offers Accessory Humidity Sensor Filter Cap

    Knowles Unveils High-Performance Safety-Certified MLCC Capacitors

    Vishay Releases High Saturation 180C Automotive Inductors

    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

    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

    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

    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

    Bourns Releases High Power High Ripple Chokes

    KYOCERA AVX Releases Hermaphroditic WTW and WTB Connectors

    Radiation Tolerance of Tantalum and Ceramic Capacitors

    TDK Releases Compact Polypropylene Film Capacitors for Resonant Topologies

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

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

    Würth Elektronik Offers Accessory Humidity Sensor Filter Cap

    Knowles Unveils High-Performance Safety-Certified MLCC Capacitors

    Vishay Releases High Saturation 180C Automotive Inductors

    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

    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

    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

    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

March 24 – Interconnect, Passives and Electromechanical Components Market Insights

21.3.2024
Reading Time: 3 mins read
A A

March 2024 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. Signs of order improvements seen broadening across geos with N.A and SE Asia leading, Europe and China lagging.
2. Order uptick seen as gradual, pushing B2B up Q/Q close to 1, and most consistent in Industrial direct with pockets in disti/Telco.
3. Industrial customers seen requesting quicker order turnaround – interpreted as a strong sign of inventory progress. Orders scheduling beyond lead times, however, noted as still limited, suggesting confidence/outlook remains low/muted.
4. 1Q Datacom demand seen tracking ahead driven by AI upside. Datacom B2B seen upticking Q/Q on strong 2Q orders from hyperscale. CY24 AI connector revenue projected up 2-3x, traditional IT demand flat, translating into +15-20% outlook for Datacom.

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:
• We feel more optimistic compared to December and January. Back then, the IP&E industry started to question the 2H24 recovery. Today, there is more optimism regarding a 2H rebound due to a clearer line of sight of inventory improvement.
• We are finally seeing signs of normalization over the last 3 months. Customers are asking for faster deliveries. In July and Aug we had 25% of orders shipped within 30 days of receipt, now shipping 42% of orders within 30 days. This is the first sign of improvement which tells us that inventory at customers is either back to or approaching normal.
• Momentum in AI remains very strong, and we see upside in 1Q. Feb is typically down but this year Feb was a record month for us.
• Overall datacom bookings are tracking up low double digits Y/Y, while billings are up high teens YTD which supports our forecast for 15-20% growth in 2024.

Other Key Takeaways:
5. Overall 1Q demand seen tracking in-line; 2Q projected up low/mid-single digits with growing confidence destocking ends by mid-year. Supply chain incrementally more optimistic of stronger 2H demand, though visibility noted as remaining limited.
6. China demand still challenged on muted post-CNY activity, though first green shoots seen from distis after 6 quarters of destocking.
7. CY24 Auto forecasts little changed at +mid to high single digits underpinned by strong China Auto. Downside risk remains from slowing EVs with feedback pointing to flat CY24 demand from Tesla.
8. PHEV/HEV end demand seen as more stable in Europe.
9. 1H connector pricings seen as stable; recent increases in gold/silver costs seen as likely to push prices up again in distis on 7/1.

Conclusion
IP&E fundamentals continue to show signs of a classical cyclical bottoming pattern, and we are growing increasingly confident that the supply chain will likely complete its inventory destocking/digestion by mid-year. While B2B is not uniformly above 1 yet, we have continued to see improvements throughout 1Q with green shoot orders across multiple end markets, giving us more confidence about the potential for a 2H24 recovery.

Further improvement is needed, and we are closely watching the order trends to determine the timing and shape of the recovery entering the second half of the year. Currently, outside of AI, shipments look seasonal at best, which we would view as a positive development after several quarters of sub-seasonal performance. In addition to bookings/B2B ratios, we also remain constructive on industry pricing broadly, where outside of select lower-margin markets, predominantly in Asia, the pricing environment has remained benign despite the inventory correction.

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

Related

Source: Edgewater Research

Recent Posts

July 2025 ECST Components Survey Continue with Strong Sales Sentiment

4.8.2025
40

PCNS 2025 Final Program Announced!

4.8.2025
64

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

31.7.2025
10

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

30.7.2025
58

The Connector Industry is Undergoing Transformation

25.7.2025
61

Würth Elektronik Opens Branch in South Africa

24.7.2025
30

July 2025 Interconnect, Passives and Electromechanical Components Market Insights

23.7.2025
96

Samsung Electro-Mechanics Focuses MLCCs on AI servers and Automotive

22.7.2025
75

June 2025 ECST Components Survey Delivers Stunning Results

21.7.2025
41

VINATech Partner with ONiO to Develop Batteryless IoT Power Architecture

16.7.2025
24

Upcoming Events

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 21
October 21 @ 12:00 - October 23 @ 14:15 EDT

Space and Military Standards for Hybrids and RF Microwave Modules

Nov 4
November 4 @ 12:00 - November 6 @ 14:15 EST

Wirebond Materials, Processes, Reliability and Testing

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
  • Dual Active Bridge (DAB) Topology Explained

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

    0 shares
    Share 0 Tweet 0
  • MLCC Case Sizes Standards Explained

    0 shares
    Share 0 Tweet 0
  • MLCC and Ceramic 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
  • 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