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.

November 2019

Executive Summary


Electronics Components Supply Chains & Imports

What is Shifting and Where is it Shifting?"

Issue

Strong supply chain management is critical to the success of all participants in the electronics industry. Procurement managers continually seek to optimize their understanding of the risks and evolving forces that continually reshape their supply ecosystem. A key element in their efforts is achieving the best visibility possible of both the macro and micro factors shaping the supply base. This typically means developing and managing data that can form the basis for informed decisions and action plans.

One highly valuable source of data on electronics and electronics components is found in the import/export data published by many governments. The U.S. Census Bureau, part of the U.S. Department of Commerce, publishes a vast and detailed set of U.S. import/export data covering the complete breadth of physical goods imported from 244 countries and entities on a monthly basis. However, the organization of this data does not necessarily follow the categories and standards commonly used in the electronics industry. In addition, categories are shifted and renamed over time as products and technologies evolve. This makes it very difficult to establish a set of data that is organized into useful categories and that can be analyzed consistently across time. Simply downloading data by various product codes results in a fragmented and incomplete picture that does not yield helpful insights.

To support association members, ECIA has developed a database that organizes data by common industry categories going back to 1992. Information extracted from this database can be used to understand the flow of imported electronics components into the U.S. and how the supply base is shifting around the world over time.  The data that has been extracted from the larger database and presented in this report provides visibility into component categories that represent approximately 90% of the revenues that flow through the authorized distribution channel.

The overall database developed to this point covers imports of electronics components. Current plans anticipate future development of export data and expansion to the coverage of electronics equipment.

The data charted in the figure below illustrates the annual import revenues from electronics components split out by semiconductors, electromechanical and passive components. Import revenues have grown fairly steadily from 2009 to 2018 reaching a peak of $62B in 2018. The highest annual peak recorded was in 2000 at $64.2B. Of course, this was part of the dot-com boom and bust when large levels of excess inventory bloated the supply chain and resulted in an extended downturn in factory shipments of electronics components and required significant value to be scrapped and written off as part of rebalancing the supply chain. The current weak electronics production environment is seen in the extrapolated revenues for 2019 with a projected drop of -16% to $52.1B.

Electronics Component Imports to the U.S.

Source – U.S. Department of Commerce

The full ECIA Executive Analysis provides figures and statistics with historical revenues and growth rates by product category going back to 2003. Annual market shares by country for the top exporters of electronics components to the U.S. are presented beginning in 1992. Data with quarterly resolution is presented for 2018 through Q3 2019. These countries account for between 80% and 90% of revenue from all electronics components imported into the U.S. during this period.


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 be a member to access the complete Excel file.

October 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. 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.  

December

November

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.