1. Electronic Components Market Trend ZNS Ljubljana October 2018
Maurizio Del Pozzo
Legrand Corporate Electronics Market Director

2. MARKET Components sale increasing in 2018:
New forecast: % vs H12017
General and important Lead Time in crease on all families
In particular on Ceramic Capacitors and Resistors
Ceramic Capacitors (MLCC) strong demand from market
A lot of product on “Allocation” (Memory, Capacitor, Resistor..)
M&A still on going even if Qualcomm vs NXP stopped
Production line investments in slightly increase
Prices still under pressure

3. Electronic Components Market

4. Electronic Components Market

5. 02/12/2018

6. Electronic Components Market
3 moths rolling average vs 3 previous months av

7. 02/12/2018

8. Inventory by channel Inventory levels are up in all channels
Q2’18 level hit a 10-year-high
Due to historical lean inventory practices, customers still experience shortages
Tight supply and strong demand continue into 2019
Price increases across the board
Data source: Cap IQ company released financials – last update Sept, 2018
Note: companies for each segment selected to provide general market representation

9. 02/12/2018

10. MEMORIE DRAM: DDR3 Micron «Allocation» – SAMSUNG improvements
NAND-FLASH: Micron : Allocation
SRAM: Stable prices
E/EEPROM: LT increasing

11. MICRO / DSP Lead Time stable few decreasing
Prices: some under pressure

12. Integrated Circuit Logic Functions
Lead Time stable at high level
Price increase already in place

13. Integrated Circuits Analog Functions
Prices and LT under pressure

14. Discretes (Transistor, Diodes,…)
Important delivery problems
LT and price increase on Power

15. Opto (LED, Coupler,…)
LED Lead Time stable – Opto-Coupler till increasing
LED Stable prices, under pressure Opto-Coupler

16. “Passive” Components: Resistor, Capacitor, Connector
Since Q4/2017 LT at very high level
In particular
Chip Resistor e Ceramic Chip capacitor LT>50w
Prices strong quarterly increase from Q1/2018
Connectors actually reasonable LT (6/8 w)

19. 02/12/2018

20. 02/12/2018

21. Conclusions All families long or very long Lead Time
Prices still under pressure
Production line investments slightly increasing
Market demand comes from Electronic content
Suggestion: to place orders covering 2019 needs

22. Thank you
Maurizio Del Pozzo