Stats & Insights

Industry Market Trends - Executive Analysis by Dale Ford

Component Lead Times

DTAM Reports

Electronic Component Sales Trends Survey

North America Sales and Booking Reports

Global Sales and Bookings Reports

NAM Economic Reports

TPC Semiconductor and Tariff Surveys

 

Industry Market Trends - Executive Analysis by Dale Ford

ECIA is pleased to offer its members greater insight into the industry in addition to a variety of market trends information. With the recent addition of Dale Ford as ECIA’s Chief Analyst, we plan to greatly enhance the benefit that members gain from our industry data and research.

Dale is a highly respected industry analyst with extensive experience producing award winning market research. He brings expertise in technology trends, competitive analysis, forecasting and supply/demand research of the electronics, semiconductor and electronics components industries. Mr. Ford has been researching the electronics and electronics components industries for over 25 years. His focused research delivers enhanced visibility on the products, technologies, and players shaping the electronics value chain.

Dale managed research teams at IHS, covering the electronics, semiconductor and electronics components industry and the wireless communications market. He was one of the founders of iSuppli market research and led its electronics and semiconductor research as Senior Vice President until its acquisition by IHS. Previously, he was chief analyst and director for Dataquest/Gartner Group, where he led a team that delivered market research in seven syndicated services covering semiconductor applications, supply and pricing, and detailed equipment analysis.

Visit this page regularly to view Dale’s monthly Executive Analysis on a variety of topics relevant to industry market trends.

October 2019

Executive Summary


The Big Risks to Technology Growth

“Defense Against the Dark Arts” Grows in Importance

After exploring the “Next Big Thing” expected to drive future growth in the electronics industry – the technology triumvirate of 5G, IoT and the Cloud – it is appropriate to consider the forces that present the most significant risks to the exciting future envisioned for technology and electronics. Success in combating the risks presented by “dark forces” around the world will require an aggressive defense and offense on multiple levels and multiple fronts ranging from corporations and governments to individual employees and consumers. To develop an effective strategy that will protect the health of the electronics industry it is necessary to identify the key areas of risk facing the global technology economy. In reviewing the potential threats to the electronics industry, the following eight challenges emerge as the most significant risk factors:

“Big Risks” Impeding Growth

  • Cybersecurity Risk
  • Inadequate Intellectual Property Protection
  • Counterfeit Components
  • Collapse of Global “Free Trade”
  • Regulatory Paralysis
  • Health Concerns
  • Balkanization of the WWW

In identifying the risks listed above it is important to note that other potential challenges to industry growth should not be ignored including overall economic health, technology hurdles, adequate business investment incentives, etc.  However, these are challenges that the electronics industry has successfully managed throughout its history and productive strategies and policies have already been widely implemented to address these areas. The risk factors highlighted in this analysis are either relatively new in their emergence/size or continue to bedevil industry players and require reinvigorated efforts and innovative approaches to deal with the ever-changing and growing danger they present.

This analysis highlights these key areas of concern and provides perspectives on the threat they present. The creation and implementation of intelligent solutions in each of these areas will be needed to protect the bright future enabled by electronics technology. 

The full ECIA Executive Analysis provides figures, tables and statistics that illustrate the challenges posed by these key areas of concern. Recommendations are presented to provide guidance to participants in the electronics components supply chain as they deal with these threats.

The full Executive Analysis is available to members only.

 

Component Lead Times

The ECIA Component Lead Time Report is updated monthly. The report lists average lead times by product category based on a market basket of major manufacturers for each product. Published lead times by product category is an average of posted lead times by suppliers.

You must me a member to access the complete Excel file.

August 2019

 

DTAM Reports

The Distributor DTAM (Distributor Total Available Market) captures distributor sales for electronic components in the Americas. Monthly sales of Semiconductors, Passive Components, Electromechanical Product and Displays are reported by ECIA member distributors and the sales are aggregated. The aggregate data is reported back to contributing companies and an Executive Summary is prepared for all ECIA members.

North American DTAM by region map now available for all ECIA members.

Complete DTAM report, Quarter to Quarter, and Distributor Sales to Total Semiconductor Sales comparison available to participants.

You must be a member to access executive summary reports. Members click here.

You must be a participant to access the full reports. Participants click here.

 

Electronic Component Sales Trends Survey

The Electronic Component Sales Trends (ECST) tracks viewpoints on the sales of electronic components and the impact on end markets by surveying ECIA members, their peers and colleagues. The surveys sample individual opinions of knowledgeable professionals in the electronics industry on current quarterly performance and look ahead to next quarter’s expectations. Electronic components include semiconductors, capacitors, connectors, electro-mechanical, inductors and resistors and their use in automotive, industrial, computer, consumer, medical, telecom networks, telecom mobile phones, and avionics/military/space. The ECST is published quarterly. You must be a member to access these reports. Members click here.

 

North America Sales and Booking Reports

Participation in ECIA market reports is open to all companies that are directly involved in the manufacture, marketing or supply of electronic components from original sources for North America. Individuals from ECIA member companies that qualify are eligible to participate in all ECIA market reports at no additional fee. Individuals from non-ECIA member companies that qualify are required to pay an annual participation fee of $1,000 per report. Executive summaries are only available to members. Full reports are only available to participating companies.

Passive Components Manufacturer Market Reports

MS-414M/IP&E Monthly Components Index

Provides manufacturers with a monthly index on the Dollar Value of Orders Received for Electronic Components. Published Monthly

MS-414W/IP&E Weekly Components Index

Provides manufacturers with a weekly index on the Dollar Value of Orders Received for Electronic Components. Published Weekly

Capacitor Reports

MS-401Q/North American Manufacturer Sales and Bookings of Capacitors

Tracks unit and net dollar value of fixed capacitors sold and booked through North American manufacturing facilities, including offshore production, private label or otherwise. Published Quarterly

MS-444Q/Manufacturer Point of Sales (Distribution) of Capacitors by State

Includes data provided by distributors based on their point-of-sale (POS) transactions. This data reflects the "shipped to" location, not the "billed to" location.
Published Quarterly

Inductor Reports

MS-418Q/North American Manufacturer Factory Sale of Inductors

Tracks inductors sold in North America.The report captures OEM and Distributor Sales in Leaded and Surface Mount categories. Published Quarterly

Resistor Reports

MS-440Q/North American Manufacturer Sales and Bookings of Chip Resistors

Tracks the unit and net dollar value of chip resistors sold.
Published Quarterly

MS-470Q/North American Manufacturer Sales and Bookings of Carbon and Metal Film Resistors

Tracks the unit and net dollar value of Carbon and Metal Film Resistors. Industrial, commercial and military activity is covered by this report. Published Quarterly

Non-linear Resistor Reports

MS-477Q/North American Manufacturer Sales of Non-linear Resistors

Reports the net units and net dollar value of non-linear resistors sold through North American sales facilities, including offshore production, private label or otherwise. Published Quarterly

 

Global Sales and Bookings Reports

The World Capacitor Trade Statistics Program (WCTS), The World Resistor Trade Statistics Program (WRTS) and World Inductor Trade Statistics Program (WITS) are sustained by its membership, composed of the world trading regions of Japan, EMEA and the United States. The WCTS, WRTS and WITS programs were formed for the purpose of collecting and disseminating statistics on world shipments of electronic components. The European quarterly graphs are derived from IDEA statistics using inputs from distributor member companies in the UK, Germany, France, Italy, Sweden, Norway, Denmark and Finland. The numbers shown represent the actual sales by IDEA Trade Association member companies which in turn comprise 66% of the available market. The AFDEC graphs are comprised of UK and Ireland distributor sales reported monthly. The World Semiconductor Dollar Consumption report provides monthly data, as well as three months moving averages for total semiconductor revenues by the four regions Americas, Europe, Japan and Asia Pacific. The Semiconductor\Passive Component comparison reports looks at global semiconductor sales compared to capacitor, inductor and resistor sales for trend comparisons. A new report also compares this in both units and dollars as well as compares quarter over quarter and year over year growth in percent change. Executive summaries are only available to members. World Meeting reports available to attendees and North American Sales and Booking Participants

NAM Economic Reports

The chief economist of the National Association of Manufacturers, Chad Moutray provides weekly analysis of key U.S. government economic data and manufacturing industry trends in the Monday Economic Report. By special agreement, ECIA is able to offer these reports to our members.  

October

September

TPC Semiconductor and Tariff Surveys

Technology Partners Consulting (TPC) provides independent third party consulting to electronics suppliers and financial services firms. TPC provides ECIA with a monthly report on a market trends survey administered by Glenn Hitchcock, TPC founder and president. The report provides results from a survey sent to 20,000 electronic industry professionals across the globe to assess their expectations for order activity and inventory levels.