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

    Würth Elektronik Announces 2025 Digital WE Days Virtual Conference

    VINATech Unveils Hybrid Energy Storage System to Revolutionize Grid Stability and Power Delivery

    SCHURTER Releases High Performance EV-Fuse

    Panasonic Industry to Double Production of MEGTRON PCB Materials

    5th PCNS Awards Outstanding Passive Component Papers

    TDK Releases Ultra-small PFC Capacitors

    KYOCERA AVX Releases Novel Mini BME Stacked Ceramic Capacitors

    Vishay Releases Class 1 Leaded High Voltage Ceramic Disc Capacitors

    TDK Releases 140C Compact Vibration Robust Automotive Aluminum Capacitors

    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

    Würth Elektronik Announces 2025 Digital WE Days Virtual Conference

    VINATech Unveils Hybrid Energy Storage System to Revolutionize Grid Stability and Power Delivery

    SCHURTER Releases High Performance EV-Fuse

    Panasonic Industry to Double Production of MEGTRON PCB Materials

    5th PCNS Awards Outstanding Passive Component Papers

    TDK Releases Ultra-small PFC Capacitors

    KYOCERA AVX Releases Novel Mini BME Stacked Ceramic Capacitors

    Vishay Releases Class 1 Leaded High Voltage Ceramic Disc Capacitors

    TDK Releases 140C Compact Vibration Robust Automotive Aluminum Capacitors

    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

October 23 – Interconnect, Passives & Electromechanical Components Market Insights

31.10.2023
Reading Time: 3 mins read
A A

October 2023 collection of news summaries, survey results and channel market insights on Interconnect, Passives & Electromechanical Components from Edgewater Research.

Cuts to Europe Auto/Energy; Broadening Pricing Impact From TI; No UAW Impact in Americas Yet

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. 4Q outlook weaker M/M on cuts in Industrial, Telco, Energy and Auto Europe; projected down LSD-MSD Q/Q.
2. Auto feedback down ticking on 4Q23/2024 cuts to Europe production outlooks tied to weakening demand including EVs.
3. N.A. Auto outlook surprisingly stable on limited UAW impact to date; concerns growing for 1H on inventory build.
4. AI demand projected up 3x in 2024; non-AI flat. TE/Amphenol viewed as having oppty to win new Nvidia on board designs in 2H24.
5. Industrial outlook weaker M/M on softer bookings, 3Q backlog flush and cuts in Energy.

Top 3 Channel Comments:
• Bookings in Europe missed targets by a wide margin. B2B finished at 0.6-0.7 vs 0.9x entering 3Q. We had hoped that 1H24 would be flat in disti vs 2H23 but given the sharp downturn in bookings that is no longer our forecast. We’ve shifted focus to 2H24 rebound.
• 3Q Auto connector shipments hit targets in N.A. We have yet to see a measurable impact from the strike. Tier 1s and wire harness suppliers are demanding more clarity because OEMs keep telling them to maintain production which has resulted in inventory buildup. Tiers are preparing to trim down production expecting demand impact in late 4Q/1Q depending on the duration of the strike.
• EV demand in Europe has slowed meaningfully. In the UK retail sales, ex. Fleet, were down 14% in Sep while in Germany all EV sales were down 35% and PHEV down 46% Y/Y. We’ve seen considerable cuts to 4Q/2024 LVP outlook in Europe in recent weeks.

Other Key Takeaways:
6. 3Q IP&E shipments seen finishing in-line with weaker disti POS offset by stable direct demand.
7. 3Q bookings feedback softer M/M on downside in distribution, Industrial, Comm Transportation and pockets of Auto Europe.
8. Connector inventory globally seen off-peak levels and in better shape vs. semis/passives but at levels still above targets on slow progress. Digestion projected into 1Q24 as inventory headwinds are seen as compounded by signs of softening end-demand.
9. China/APAC still weak; projected to remain soft through 1H24. Green shoots in China Auto direct demand seen continuing in Oct.
10. EMEA feedback weaker on cuts across Industrial/Energy and Transportation in part tied to pullback in government incentives.
11. Americas feedback more stable. Risk seen to 4Q if UAW strike stretches into mid-Nov.
12. Mil/Aero still strong but 4Q outlook choppier on some pushouts tied to supply constraints causing inventory mix issues.
13. TE AD&M BU seen struggling to keep up with demand. Supply chain speculating about efficiency/production headwinds.
14. 2024 pricing feedback more constructive with suppliers seen holding firm in N.A. and in direct negotiations, though connector pricing pressure is seen rising in European distribution and EMS.

Conclusion
IP&E fundamentals remain muted, and shipments are still viewed as sub seasonal through October and are expected to remain sub seasonal through likely 1H23 as inventory levels remain stubbornly high across most end markets. While inventory levels are still elevated, we would note that IP&E inventory levels do appear to be in a better relative position than what we have seen across our research in the semiconductor industry. Despite the elevated inventory levels, it is somewhat encouraging that we have started to see green shoots in several markets including AI, China EV, and some seasonal recovery in the smartphone market, which is also offset by weaker Automotive in Europe and a pronounced slowdown in Industrial, most notably in the Alternative Energy markets, while we have yet to see an impact from the UAW strike in North America. With inventory elevated and feedback by end market mixed, we maintain our cautious stance on IP&E fundamentals and continue to expect the industry to remain in an inventory digestion through 1H24.

Full report available from:

Dennis Reed, Sr. Research Analyst, Edgewater Research

Related

Source: Edgewater Research

Recent Posts

Panasonic Industry to Double Production of MEGTRON PCB Materials

15.9.2025
0

DigiKey Presents Factory Tomorrow Season 5 Video Series

4.9.2025
13

Connector Industry Achieves Double-Digit Growth

19.8.2025
38

July 2025 ECST Components Survey Continue with Strong Sales Sentiment

4.8.2025
86

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

31.7.2025
18

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

30.7.2025
103

The Connector Industry is Undergoing Transformation

25.7.2025
97

Würth Elektronik Opens Branch in South Africa

24.7.2025
31

July 2025 Interconnect, Passives and Electromechanical Components Market Insights

23.7.2025
146

Samsung Electro-Mechanics Focuses MLCCs on AI servers and Automotive

22.7.2025
102

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
  • Ripple Current and its Effects on the Performance of Capacitors

    3 shares
    Share 3 Tweet 0
  • What is a Dielectric Constant and DF of Plastic Materials?

    4 shares
    Share 4 Tweet 0
  • SEPIC Converter Design and Calculation

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

    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