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.

January 2020

Executive Summary

Electronic Components Value Chain

The Need for an Updated Assessment of Distribution Value"


Technology and the electronics industry are a powerful force driving direct and indirect markets and economies around the world.  Just as the electronics industry has seen exponential growth in recent years, its global influence has grown exponentially.  Some understanding of value can be seen through cumulative revenues and stock market valuations that provide a summarized perspective in worth.  However, engaged management must actively consider a more complete picture of value as it seeks to succeed in today’s environment.  This analysis provides an outline and observation of key dimensions of value in the electronics industry:

Dimensions of Electronics Value

  • Creation
  • Capture
  • Grow
  • Defend
  • Measure
  • Communicate and Promote
  • Share

The area of electronics components distribution presents an important area where in-depth analysis of the value created has not been studied for many years. The typical value pyramid shows revenues ranging from raw materials to electronics components to electronics systems to services, software & content.  The value of distribution in most views is completely overlooked. This is a serious oversight given the significant value enabled by distribution services.  The first phase of this analysis will provide a brief review of key aspects of the value of electronic components distribution.  The opportunity to create an updated understanding of the value of the electronic component distribution/rep model will be highlighted.  ECIA invites sponsors to support this highly valuable, updated study.

Most representations of the electronics value chain exclude the role of distribution in the industry.  Just as low-cost electronic components enable high-value electronic systems and services, distributors enable the efficient and productive operation of supply chains that bring important benefits to both component manufacturers and customers.  In 2003 a study was conducted by the Texas A&M University Industrial Distribution Program to quantify the value of authorized distribution. While this was a highly valuable and comprehensive study, it has been over 15 years since this research was performed and the distribution model has evolved significantly in this time.

ECIA has teamed up with Texas A&M to present the opportunity to create an update of the analysis of distribution value in a 2020 study.  This updated study will deliver a valuable new dimension. The 2003 study was focused primarily on presenting the value of distribution to customers. The updated study will be more focused on provided manufacturer executives with an objective rationale for using distributors and manufacturer representatives.

Sponsors are currently being invited to support an updated study which will deliver focused and meaningful data and analysis targeted to all participants in the electronic components supply chain.  You are invited to sponsor this study.  A critical level of support is needed before the work can begin.  If you are willing to support the updated study, please contact Dale Ford at [email protected].  You can view a webinar presentation describing this proposed study. The presentation slides and the webinar recording are available on the Training & Resources page of the ECIA website.

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.

January 2020


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.  

March 2020

February 2020

January 2020

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.