Aerospace + Defense

•This is a growth segment on the market with demand increasing and a good conversion rate to orders.
Top drivers are FPGAs, MCUs, Mosfets, and Op Amps.

•The fire affecting Vishay Mosfets has had no real impact. There was a slight bump in inquiries, but this did not translate directly into orders.
Prices are stable and lead-times are improving.

Automotive

•Demand is stable but with regional variations. EMEA is still showing strong demand, but it’s down in Japan & North America.
The top drivers are: MCUs, Drivers, Receiver & Transceiver Interfaces, and Mosfets.

•Lead times are improving (except Vishay). Manufacturers have increased pricing so there are not really any PPV opportunities, but we can help with offering security of supply

Health Care

•Overall demand is stable. Top drivers are FPGAs, MCUs & Op Amps. There is more availability in the market with prices still elevated but much lower than a few months ago and more stable than they have been although lead times remain long

Industrial Machinery

•Demand remains stable. FPGAs, MCUs & Op Amps are the top drivers.

•Lead-times remain high with minimum 26 weeks and most still over 50 weeks – however there is more availability in the market.

• Prices are still elevated but much lower than a few months ago.

Modules

•Demand remains stable. Driver, Receiver & Transceiver Interfaces; MCUs; FPGAs & Mosfets are the top drivers.

•There is some improvement on lead-times. The fire affecting Vishay Mosfets has had no real impact. There was a slight bump in inquiries, but this did not translate into orders.

This is a very price sensitive segment.

Consumer Devices

•This is a constant growing segment on the market with demand increasing and a good conversion rate to orders.

•Top drivers are FPGAs and MCUs. Prices are stable and lead-times are improving.

Report by Zoran Boncek – Supply Chain Group