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 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

    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

    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 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

    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

    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 24 – Interconnect, Passives and Electromechanical Components Market Insights

22.10.2024
Reading Time: 3 mins read
A A

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

IT Datacom Outlook Robust Through 2025 While Recovery in Other Markets Remains Muted

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. Order trends viewed as mixed with softness in Auto, stability in Industrial, and continued strength in IT datacom. 3Q aggregate B2B seen finishing flat to down Q/Q and near 1 globally.
2. IT datacom shipments still forecasted +20% 2H24/1H24 and +25% in CY25 despite renewed volatility in Nvidia/AI datapoints.
3. Auto reads remain softer on 2H production cuts in the West with pushouts of new programs creating additional headwinds in CY25.
China Auto demand noted better in Sept/Oct on YE production ramp-up.

Top 3 Channel Comments:
• Planning for a low single-digit demand growth in 2025 with growth being back-end weighted. The Industrial Automation market is not showing any signs of recovery. Customers continue to sit on inventory and provide no visibility. We don’t see it getting much worse from here but it’s also not getting better.
• TE and other suppliers are talking about recently ramping down some connector capacity in Industrial. This tells us they don’t see a recovery near term. At the same time, if demand jumps, supply can become tight quickly.
• New programs in Auto are being pushed out/delayed while existing programs are being extended. We see that across most OEMs and tier 1 customers in N.A. Aptiv just extended an existing program through 2027, that was supposed to end with model year 2025 vehicles. Tier 1 Auto suppliers say this is driven by cost, demand, and elevated inventory of electronic components.

Other Key Takeaways:
4. Auto/Ind/Disti demand forecasted to remain muted through 1Q, with recovery expectations pushed out at least to 2Q.
5. Initial Nvidia NVL connector shipments noted in Oct, but some 4Q volume seen pushing out to 1Q on cooling/connectivity delays.
6. Connector/cable content in Nvidia Rubin racks noted as unlikely to crystallize before Feb/Mar. Risk to content from CPO/Optics viewed as modest with mix AEC/DAC seen as the most viable option offering fewer thermal, power, and manufacturing challenges.
7. Commercial transportation demand still muted. Appliances seen as stable with uptick in demand for high-end units in N.A.
8. TE/other suppliers seen temporarily reducing Industrial capacity, implying continued softness in NT outlook. Positive demand in warehouse automation and semi capital equipment (outside of N.A.) seen offset by continued inventory destocking and weak end demand in other sub-markets.
9. Aero demand seen moderating on lower Boeing production; Mil outlook also decelerating in 2H on program lumpiness/reduced funding.
10. Green shoots seen in connector orders from distis due to normalized inventory, but replenishment muted due to lack of POS recovery.
11. Consumer demand viewed as mixed with lackluster demand from PC and CE, stability in Appliances and seasonal Apple strength.
12. Initial aggregate 2025 forecast seen as conservative at LSD/MDS growth tied to muted Auto/Ind forecasts and strength in IT outlooks.

Conclusion:
IP&E fundamentals remain mixed through 3Q, with the outlook similarly mixed for the rest of the year. AI continues to be the workhorse for the industry, along with a more seasonal Consumer/Smartphone market, while an Industrial/Automotive recovery remains elusive.

Although visibility in IT datacom strength extends into 2025, the narrow market breath (Industrial/Auto/other) and some program delays in Auto temper our overall enthusiasm for 2025. We continue to see a path to recovery, but without broader markets/geographic support, we expect a choppy recovery in 2025.

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

Related

Source: Edgewater Research

Recent Posts

TDK Releases Ultra-small PFC Capacitors

10.9.2025
18

KYOCERA AVX Releases Novel Mini BME Stacked Ceramic Capacitors

10.9.2025
19

Vishay Releases Class 1 Leaded High Voltage Ceramic Disc Capacitors

10.9.2025
10

TDK Releases 140C Compact Vibration Robust Automotive Aluminum Capacitors

5.9.2025
26

DigiKey Presents Factory Tomorrow Season 5 Video Series

4.9.2025
13

Samsung MLCCs Lineup for In-Vehicle Infotainment

4.9.2025
27

Würth Elektronik Unveils Compact Common-Mode Data Lines Chokes

3.9.2025
30

Bourns Releases TCO 240 Watt USB Mini-Breaker

3.9.2025
9

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
36

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