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

    KYOCERA AVX Releases Compact High-Directivity Couplers

    Supercapacitors Emerge as a Promising Solution to AI-Induced Power Energy Spikes

    Wk 18 Electronics Supply Chain Digest

    YAGEO Releases High Current SMD Common Mode Choke With Shape Core Construction

    Murata and NIMS Built New Database of Dielectric Material Properties

    Tariffs Crush Sales Sentiment in April 2025 ECST Results

    High-Density PCB Assemblies For Space Applications

    Solid State Polymer Multilayer Capacitors For High Temperature Application

    Graphene-Based BOSC Bank Of Supercapacitor Cells

    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

    Coupled Inductors in Multiphase Boost Converters

    VPG Demonstrates Precision Resistor in Cryogenic Conditions

    Comparison Testing of Chip Resistor Technologies Under High Vibration

    EMC Challenges for High Speed Signal Immunity and Low EMI

    MOSFET Gate Drive Resistors Power Losses

    Modified Magnetic Reluctance Equivalent Circuit and its Implications

    Improving Common Mode Noise Reduction while Decreasing BOM

    Die and Wire PCB Bonding Explained

    Rogowski Coil Current Sensor Explained

    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

    KYOCERA AVX Releases Compact High-Directivity Couplers

    Supercapacitors Emerge as a Promising Solution to AI-Induced Power Energy Spikes

    Wk 18 Electronics Supply Chain Digest

    YAGEO Releases High Current SMD Common Mode Choke With Shape Core Construction

    Murata and NIMS Built New Database of Dielectric Material Properties

    Tariffs Crush Sales Sentiment in April 2025 ECST Results

    High-Density PCB Assemblies For Space Applications

    Solid State Polymer Multilayer Capacitors For High Temperature Application

    Graphene-Based BOSC Bank Of Supercapacitor Cells

    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

    Coupled Inductors in Multiphase Boost Converters

    VPG Demonstrates Precision Resistor in Cryogenic Conditions

    Comparison Testing of Chip Resistor Technologies Under High Vibration

    EMC Challenges for High Speed Signal Immunity and Low EMI

    MOSFET Gate Drive Resistors Power Losses

    Modified Magnetic Reluctance Equivalent Circuit and its Implications

    Improving Common Mode Noise Reduction while Decreasing BOM

    Die and Wire PCB Bonding Explained

    Rogowski Coil Current Sensor Explained

    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

November 24 – Interconnect, Passives and Electromechanical Components Market Insights

4.12.2024
Reading Time: 3 mins read
A A

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

IT Outlook Suggests Further Upside, Other Markets Still Muted into 1H25

RelatedPosts

Wk 18 Electronics Supply Chain Digest

April 2025 Interconnect, Passives and Electromechanical Components Market Insights

Wk 17 Electronics Supply Chain Digest

What’s Changed/What’s New?
1. Aggregate order trends viewed as remaining mixed with B2B hovering around 1 depending on supplier, end market mix. 4Q demand seen tracking in-line; aggregate 1Q outlook is mixed with strength in IT datacom, offset by sub-seasonality tied to Europe weakness.
2. 2025 IT datacom outlooks trending stronger, forecasting +40% growth on improved visibility, CSP demand despite marginal delays for some projects. 4Q24 and 1Q25 each projected up HSD/LDD Q/Q on initial ramp of new programs (NVL/CSP).
3. Industrial demand viewed as little changed, projected to hover along the bottom through 1H with continued digestion in some markets and regions (Europe), offset by stable demand in Asia and pockets of improving visibility via backlog orders in N.A.
4. Auto demand softness seen persisting through 1Q on further production cuts in the West and increasing new program delays.

Top 3 Channel Comments:
• Nvidia is testing with adding retimers to the PCB in order to overcome the PCB’s insertion loss and improve the signal integrity which could allow them to move to a PCB backplane in Rubin from cabled-one in Blackwell.
• The most visibility on Industrial we get is 5-8 weeks. China demand is stable or growing slightly but the West is still challenged. Rockwell continues to say that it has 6 months of inventory to work through. Rockwell has been telling us that for more than a year.
• We’ve begun engaging with customers about potential backlog orders for 2025. While no firm orders have materialized yet, the fact that these discussions are happening is a change and a signal that customer inventory levels are stabilizing.

Other Key Takeaways:
5. 2025 Auto production forecasted down LSD-MSD in Europe and flattish in N.A, implying muted connector demand for the year.
6. China Auto still strong with YE ramp-up driving 4Q strength. 2025 demand projected up, though EV mix seen shifting to PHEV from BEVs.
7. 2025 Nvidia NVL units forecast still 50-65K, with connector suppliers planning around the lower end. NVL mix unclear, though directionally shifting to NVL72. NVL connector/cable still projected to ramp-up in 1Q with high-volume shipments in 2Q.
8. Connector/cable content on Rubin still TBD. Nvidia seen testing PCB-based backplanes with more retimers as potential replacement of the cabled one. Backplane connectors expected to upgrade to 448G, potentially initially priced 25-30% above Blackwell’s 224G.
9. Mil/Aero reads mixed for a 2nd month with feedback of flattening backlogs underpinning 2025 outlook of LSD-MSD growth.
10. Green shoots still seen in connector orders from distis on normalized inventory; replenishment still muted on lack of POS recovery.

Conclusion:
IP&E fundamentals continue to bifurcate, with near-term upside in IT Datacom on AI strength and continuation of muted trends across the broader market. The outlook for 2025 remains robust for IT Datacom, with forecasts being raised to 40% new platform introductions and CSP demand. Outside of IT Datacom, the pace of the recovery remains unclear for 2025. The Industrial markets continue to work through stubbornly high inventory, with inventory likely to remain a headwind through early 2025. The Automotive outlook is more muted, with inventory levels still elevated and continued moderation in end demand outlook, in particular in the West. In aggregate, IP&E fundamentals have clearly bottomed in 2024, but the near-term outlook is mixed by end market supporting our mid-single digit Y/Y growth estimate for the industry in 2025.

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

Related

Source: Edgewater Research

Recent Posts

KYOCERA AVX Releases Compact High-Directivity Couplers

7.5.2025
13

Supercapacitors Emerge as a Promising Solution to AI-Induced Power Energy Spikes

6.5.2025
33

YAGEO Releases High Current SMD Common Mode Choke With Shape Core Construction

5.5.2025
20

Murata and NIMS Built New Database of Dielectric Material Properties

5.5.2025
40

Tariffs Crush Sales Sentiment in April 2025 ECST Results

5.5.2025
57

High-Density PCB Assemblies For Space Applications

2.5.2025
7

Solid State Polymer Multilayer Capacitors For High Temperature Application

2.5.2025
24

Graphene-Based BOSC Bank Of Supercapacitor Cells

2.5.2025
12

W-band Self-Biased Circulators for Next Gen VHTS Satellites

1.5.2025
3

Hybrid Energy Storage System for Nanosatellite Applications

1.5.2025
9

Upcoming Events

May 14
11:00 - 12:00 CEST

Reliable RIGID.flex PCBs for Critical Applications – Made in Europe

May 28
16:00 - 17:00 CEST

Power Over Data Line

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
  • Tariffs Crush Sales Sentiment in April 2025 ECST Results

    0 shares
    Share 0 Tweet 0
  • What is a Dielectric Constant and DF of Plastic Materials?

    4 shares
    Share 4 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
  • Flying Capacitors Explained

    0 shares
    Share 0 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

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