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    Exxelia Exhibit at Electronica India September 17–19, 2025

    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

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    Vishay Releases Class 1 Leaded High Voltage Ceramic Disc Capacitors

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    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

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Wk 06 Electronics Supply Chain Digest

12.2.2024
Reading Time: 3 mins read
A A

Electronics Supply Chain Weekly Digest 2-9-24.

DATAPOINT OF THE WEEK:

RelatedPosts

July 2025 Interconnect, Passives and Electromechanical Components Market Insights

Wk 29 Electronics Supply Chain Digest

June 2025 ECST Components Survey Delivers Stunning Results

January auto retail sales in China experienced a seasonal slowdown in January but remained on a strong uptrend, increasing 57% Y/Y to 2.04M.

According to China Passenger Car Association (CPCA) NEV retail sales in January totaled 668K units, below CPCA’s 670K preliminary figure and below 680K estimate at the end of Dec. CPCA attributed the slowdown in NEV demand to seasonal factors such as year-end pull forward of demand but also due to reduction local consumption incentives.

NEV accounted for 33% of total retail sales in January, down from 40% in Dec and Nov but up vs the 26% in Jan-2023. PHEV increased by a robust 148% Y/Y, while BEV sales increased by 76% Y/Y.

Headlines:

Auto

  • Audi cuts output at Brussels plant due to parts shortage
  • Bosch pushes back margin target, warns of further job cuts
  • China to help NEV industry respond to foreign trade restrictions
  • Ford January sales rose 4.3% with 43% jump in hybrids offsetting 11% decline in BEV
  • SAP to stop buying company cars from Tesla due to collapse in resale value and fluctuating prices
  • Hertz pauses plans to buy EVs from Polestar due to collapse in resale value
  • Jaguar Land Rover slows EV rollout as electric car demand cools
  • Volkswagen sticking with North American EV plans to launch 25 new models by 2030
  • Opel cuts output of Grandland crossover at German plant due to slower demand
  • US considering curbs to keep Chinese ‘smart cars’ out of the country
  • Stellantis to slow operations at Turin plant on weak demand

Industrial

  • Germany outlines $17B plan to subsidize gas to hydrogen shift

IP&E

  • Murata announces construction of new MLCC production facility

Semiconductors

  • Nvidia building a new Business Unit for designing bespoke AI chips
  • SMIC reportedly building 5nm capacities in Shanghai to produce Huawei’s smartphone and AI chips says DigiTimes
  • Silicon wafer shipments decreased 14% in 2023 says SEMI
  • Vishay’s purchase of Newport Fab still waiting for UK government ruling 3 months after the announcement
  • Global semi sales declined 8% in 2023 though growth resumed in 4Q says SIA
  • SK Hynix is teaming up with TSCM to jointly develop HBM4 according to Korean media
  • TSMC announced plans to build a second fab in Kumamoto Japan focusing on 6/7nm process technology

Other

  • OECD estimates Red Sea tensión risk significantly higher inflation

Related

Source: Edgewater Research

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