Wk 20 Electronics Supply Chain Digest

Electronics Supply Chain Weekly Digest 5-16-25.

DATAPOINT OF THE WEEK: Passenger car retail sales in China declined to 1.79M in April, down 7.7% M/M, but up 16.7% Y/Y, marking the third month out of the last four to record sequential declines according to the China Passenger Car Association (CPCA).

NEV retail sales reached 905k units, below preliminary estimates of 922k, and represents a 34% Y/Y increase, but a decrease of 8.7% M/M. A Government NEV trade in program has supported NEV sales and is attributed to 2.71M of NEV sales YTD as of April 24th. BEV sales totaled 559k units, up 38% % Y/Y, but down 13.5% M/M.

PHEV was the only segment to see both Y/Y and M/M growth with an increase of 0.3% M/M and 29% Y/Y. NEV penetration stood at 51.5%, up 7 percentage points Y/Y and 0.4 percentage points M/M. NEV exports totaled 189K units, up 44.2% Y/Y and 31.6% M/M, aligning with Chinese OEMs’ goal to grow their global presence.

Headlines:

Auto/Transportation

Industrial

IP&E

Semiconductors

Consumer/Other

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