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

Supply Chain 2019: The Year of Disruption

26.12.2019
Reading Time: 5 mins read
A A
Game changer business or political change concept and disruptive innovation symbol and be an independent thinker with new industry ideas as an individual jet breaking through a group of airplane smoke as a metaphor for defiant leadership.

Game changer business or political change concept and disruptive innovation symbol and be an independent thinker with new industry ideas as an individual jet breaking through a group of airplane smoke as a metaphor for defiant leadership.

In one year, the electronics supply chain saw a level of changes and disruption that once took decades to achieve. The key moments have been highlighted by EE Times article.

In one fell swoop, a major chipmaker dropped six of its channel partners. Global distributors decided to form their own group. A hostile takeover is underway in China, and trade, tariffs, and boycotts took a toll on supply chain partnerships. The backdrop to this is the first U.S. manufacturing contraction in three years and a merger that changes the face of the passive components market.

RelatedPosts

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

These are among the events that shaped electronics supply in 2019.

Texas Instruments and the channel
In an unprecedented move (to date), Texas Instruments dropped six of its distributors, including global partners Avnet Inc. and WPG. TI was once very distribution-friendly: It didn’t practice shelf-sharing prohibitions against competitors, it incentivized distributors for design wins, and it carried a generous distribution roster. About two years ago, TI discontinued its incentive program, then drastically pared its fulfillment channel in 2019.

“Over the past several years, we have been evolving our distribution network to better align with our strategy to establish closer, more direct relationships with our customers,” TI’s spokeswoman told EPSNews. “As we build these direct relationships, we won’t have as much business flowing through the distribution channel and will require fewer distributors.”

TI’s products account for roughly 10% of Avnet’s sales, which reached $19.5 billion in fiscal 2019.

Global distributors and the ECIA
The Electronic Components Industry Association (ECIA) has been the center of channel advocacy and standards setting for decades. It was formed in 2010 through the merger of two industry groups: the National Electronics Distributors Association (NEDA) and the Electronic Components Association (ECA). In August, three of the industry’s biggest distributors — Arrow Electronics Inc., Avnet Inc., and Electrocomponents plc — withdrew from ECIA to form the Global Electronics Distributor Association (GEDA).

The move is a blow to ECIA in several respects. Membership fees are scaled by size of the organization, and collectively, the three distributors represent $50 billion in global revenue. The distributors also post their inventory on ECIA authorized, an exclusive aggregator for the authorized channel.

The new Arrow/Avnet/Electrocomponents consortium reportedly will be more distributor-centric than ECIA.

WPG attempts takeover of WT Microelectronics
Distribution mergers have historically been amicable: Companies have added to their line cards, expanded to new markets, or achieved economies of scale. WPG Holdings’ bid to acquire a 30% stake in rival distributor WT Microelectronics Co. is meeting resistance from WT Micro executives and workers. During a late November media briefing in Taiwan, WT Micro vowed to resist the takeover.

Both distributors are headquartered in Taiwan. WPG is a global distributor; WT Micro operates regionally in Southeast Asia. Electronics customers typically engage with multiple distributors to reduce their dependence on a single supply.

A combination of WT Microelectronics and WPG would have a 67% market share in Taiwan, prompting some customers to worry about pricing.

Trade, tariffs, and boycotts
The fallout from the U.S. tariffs imposed on goods imported from China hasn’t abated. Electronic products — mostly finished goods for the consumer electronics market — avoided a 15% premium in December. However, tariffs on electronics components and subassemblies still stand.

Electronics companies have increased prices to offset tariffs and are making other costly adjustments. They are seeking suppliers outside of China, moving their operations elsewhere, or exiting China altogether.

A thrice-delayed trade boycott of China’s Huawei Technologies has negatively impacted U.S. chip makers, and trade uncertainty has frozen capital investments.

Manufacturers are unlikely to open their wallets until they see clarity on global trade. “Trade continues to weigh on the supply community, but not as much as before” said an Institute for Supply Management (ISM) executive. “I think we are at the level of maximum impact of tariffs — before any new tariffs on France, Argentina, and Brazil. Manufacturers are adjusting, and it doesn’t seem there will be relief until the administration stops using tariffs as a multipurpose weapon.”

U.S. manufacturing contracts
In September, U.S. manufacturing contracted for the first time in three years. That trend has continued through the end of 2019 — November’s contraction was the fourth straight month. Global trade issues, according to the ISM, remain the top concern for America’s manufacturers.

The ISM’s manufacturing index dropped by 0.2 percentage points in November to 48.1, dragged down by new orders and overall stalled demand. New orders slid to their lowest level since 2012, with a 1.9% drop to 47.2. Any number above 50 indicates manufacturing expansion.

“It’s the story of shrinking demand,” said Tim Fiore, chair of the ISM’s manufacturing business survey committee.

November erased slight gains made in October. Manufacturers are digging into their backlog and inventory to meet customer demand. “We are seeing an up-then-down trend that will continue through the year’s close,” Fiore said.

“The last time we saw this pattern — demand softening, then contracting — it lasted about eight to 10 months,” he added. “We are now in the fourth month of contraction.”

The industry might see numbers above 50 by March, he concluded.

Yageo buys Kemet
Yageo Corp.’s $1.8 billion acquisition of Kemet Corp. — on the tail of a two-year capacitor shortage — unites two leading component makers into a $3 billion powerhouse in the interconnect, passives, and electromechanical (IP&E) market. The move will expand both companies’ global footprint, market penetration, and product portfolios.

The merger was announced just as Kemet came off a rough fiscal quarter and a turbulent year. Revenue for Q2 2020 was down 6.3% to $327.4 million, compared to Q2 last year of $349.2 million. “This decline was driven by one-time items relating to litigation settlements,” said Greg Thompson, executive vice president and chief financial officer.

Kemet reported a one-time item related to an antitrust settlement agreement in which Kemet and more than 20 other capacitor manufacturers and subsidiaries are defendants in a purported class-action complaint relating to the sale of capacitors in the United States. Kemet’s longtime CEO Per Loof resigned in December 2018 following an investigation into a consensual personal relationship with an employee.

Taiwan-based Yageo is now positioned to be a one-stop shop of passive electronic components. The product portfolio includes polymer, tantalum, ceramic, film, and electrolytic capacitors; chip resistors; circuit protection; and magnetics, sensors, and actuators.

Related

Source: EE Times

Recent Posts

DigiKey Presents Factory Tomorrow Season 5 Video Series

4.9.2025
13

Connector Industry Achieves Double-Digit Growth

19.8.2025
30

July 2025 ECST Components Survey Continue with Strong Sales Sentiment

4.8.2025
86

PCNS 2025 Final Program Announced!

4.8.2025
122

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

31.7.2025
17

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

30.7.2025
102

The Connector Industry is Undergoing Transformation

25.7.2025
96

Würth Elektronik Opens Branch in South Africa

24.7.2025
31

July 2025 Interconnect, Passives and Electromechanical Components Market Insights

23.7.2025
145

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
  • 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