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 140C Compact Vibration Robust Automotive Aluminum Capacitors

    DigiKey Presents Factory Tomorrow Season 5 Video Series

    Samsung MLCCs Lineup for In-Vehicle Infotainment

    source: Samtec

    Best Practices for Cable Management in High-Speed and High-Density Systems

    Würth Elektronik Unveils Compact Common-Mode Data Lines Chokes

    Bourns Releases TCO 240 Watt USB Mini-Breaker

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

    Vishay Releases Harsh Environment Robust DC-Link Film Capacitor

    Bourns Releases Automotive High Creepage and Clearance 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

    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

    TDK Releases 140C Compact Vibration Robust Automotive Aluminum Capacitors

    DigiKey Presents Factory Tomorrow Season 5 Video Series

    Samsung MLCCs Lineup for In-Vehicle Infotainment

    source: Samtec

    Best Practices for Cable Management in High-Speed and High-Density Systems

    Würth Elektronik Unveils Compact Common-Mode Data Lines Chokes

    Bourns Releases TCO 240 Watt USB Mini-Breaker

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

    Vishay Releases Harsh Environment Robust DC-Link Film Capacitor

    Bourns Releases Automotive High Creepage and Clearance 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

    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

May 24 – Interconnect, Passives and Electromechanical Components Market Insights

5.6.2024
Reading Time: 3 mins read
A A

May 2024 collection of news summaries, survey results and channel market insights on Interconnect, Passives & Electromechanical Components from Edgewater Research.

2Q Demand Signals Still Mixed by Improving, 2H Outlook Better on AI/Military, Broader Visibility Remains Elusive

RelatedPosts

July 2025 Interconnect, Passives and Electromechanical Components Market Insights

Wk 29 Electronics Supply Chain Digest

June 2025 ECST Components Survey Delivers Stunning Results

What’s Changed/What’s New?
1. 2Q demand reads mixed QTD with incremental strength in AI, Mil/Aero, stable Auto, and mixed Industrial. Sell-through trend seen upticking in N.A., but down ticking vs. expectations in Europe and Asia. Overall 2Q shipments seen tracking in-line.
2. Aggregate orders seen upticking M/M though the trend still mixed by geo and end market; feedback of B2Bs returning to 1 also up M/M. Green shoots in orders consistent M/M, primarily in N.A. distribution implying disti/Industrial destocking in late innings.
3. CY24 AI outlook again revised higher to >3x increase Y/Y on growing expedite requests and stronger 2H forecasts.
4. Looking into CY25, AI revenue growth for the interconnect industry is expected to remain high, driven by increases in the number and content of interconnect applications driven by the launch of Nvidia GB200 NVL systems. We estimate interconnect and cable assembly content per system ranges from $45K to $75K, and the annual TAM reaches up to $2 billion, assuming 40,000 systems shipped in 2025.

Top 4 Channel Comments:
• Our 1Q IP&E B2B was 1.05x. We saw good bookings continue into April but May stepped down. We are trying to figure out why. It doesn’t look like it will be a linear progression as customers continue to struggle with uneven inventory.
• YTD distribution bookings have been stronger than direct bookings. It seems that distributor POA is bottoming out with some replenishment demand starting to come in, though we still have work to do on direct inventory and demand.
• TE says it sees signs of green shoots in Industrial/disti, particularly in N.A., but the improvement is still sporadic and unpredictable.
• AI connector outlook continues to increase every month. Projecting CY24 sales to be up more than 3x vs. previous of 2-3x. Demand is relentless; hyperscalers are asking us for 3x increase in shipments this year and next.

Other Key Takeaways:
5. Auto demand seen tracking in-line with 2Q/CY24 forecasts with an improvement in China EV and ICE demand in the West offsetting weaker EV demand Q/Q. Orders for connectors and sensors seen improving Q/Q on demand for 2H model year 2025 production.
6. Tesla demand noted down Q/Q on order pushouts. Tesla production forecast noted as cut to 1.8M at the end of 1Q, from 2M prior; some suppliers planning for production demand as low as 1.6M-1.7M. Volume production of low-cost Tesla EV projected in 2H25.
7. Industrial demand more mixed vs. March, with continued green shoots of demand but a lack of predictable improvement.
8. Consumer demand showing initial signs of improvement with an uptick in distribution and direct orders tied to PCs, gaming, and stronger-than-typical Jun/July demand pull for iPhones.

Conclusion
Overall demand signals are mixed midway point through 2Q, though shipments are viewed as tracking in line with target levels.

By market, strength and upside continue to be noted from AI and Military, which are projected to continue at least through year-end. Forecasts in AI continue to increase, with the industry calling for greater than 3x growth in 2024 compared to 2-3x previously. Concerns remain about a potential air pocket or bubble within AI, though current market data suggests that is not an immediate concern.

Outside of AI, the market shows signs of bottoming, with green shoots noted across multiple end markets. Inventory levels are improving but are still expected to remain a slight headwind through the year. With continued upside in AI, strength in Mil/Aero, and bottoming patterns across virtually all other markets, we remain comfortable with our view that 1Q24 likely marked the bottom of the cycle, and we remain cautiously optimistic about continued improvements through the remainder of 2024 and into 2025.

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

Related

Source: Edgewater Research

Recent Posts

TDK Releases 140C Compact Vibration Robust Automotive Aluminum Capacitors

5.9.2025
16

DigiKey Presents Factory Tomorrow Season 5 Video Series

4.9.2025
13

Samsung MLCCs Lineup for In-Vehicle Infotainment

4.9.2025
26

Würth Elektronik Unveils Compact Common-Mode Data Lines Chokes

3.9.2025
25

Bourns Releases TCO 240 Watt USB Mini-Breaker

3.9.2025
8

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
35

Bourns Releases Automotive High Creepage and Clearance Transformer

1.9.2025
28

Bourns Unveils Metal Powder Core High Current Low DCR Shielded Power Inductor

29.8.2025
28

Samsung Extends Capacitance of MLCC 0805 X7T 250V to 100nF

28.8.2025
34

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
  • 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
  • How to Design an Inductor

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

    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