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.

August 2019

Executive Summary


5G Technology

Amplifying the Next Big Thing - Prepare to Be Amazed

As technological advances continue to accelerate, one of the most common questions presented is, “What is the next big thing?” Every cycle in the electronics industry has been driven by a major technology, market or economic force ranging from consumer electronics, various generations of personal computers, and wireless/mobile communications to global economic booms and busts. Excitement is building in anticipation of the “next big thing.”  What will it be? The answer is that the next major industry cycle will be driven by a triad of technologies that will form a “Technology Triumvirate” that will impact nearly every aspect of our life including globalization, economic growth, connectivity and sustainability.

The three technological forces that will shape the future could be compared to key strengths of a world-class athlete:

  • The Cloud:  The brain fueled by collective, global intelligence
  • Internet of Things (IoT):  The senses magnified by multi-dimensional, comprehensive measurements and muscles acting with athletic precision and coordination
  • 5G Wireless Communications: The nervous system powered by an efficient, reliable network of systems that radiate across personal, local, wide-area and global environments

The focus of this analysis is the rapidly advancing 5G wireless communications technology that will fuel revolutionary changes that will sweep the world and deliver resilient growth opportunities for prepared participants in the electronics value chain.

The full ECIA Executive Analysis provides figures and tables analyzing the projected growth of 5G and the expected impact on electronics component demand and the supply chain. In addition to presenting the developments related to 5G in smartphones, a brief description of new opportunities enabled by 5G is presented for: Markets, Participants, Technologies, and Components.  Following the analysis of 5G technology, recommendations are presented to provide guidance to participants in the electronics components supply chain as they prepare for the thrilling opportunities that will be driven by 5G.

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.

June 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.  

August 2019

July 2019

 

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.