Fun with Data – Lead Times
Industry Associations are usually good sources of data, albeit usually with a positive bias. The data below is compiled by the ECIA (Electronic Component Industry Association), an organization whose members are leading component manufacturers, reps, and distributors. Among other functions, the organization polls its members monthly and quarterly to ascertain the state of the industry. While much of the data is for paid members, the ECIA does occasionally revel some of the survey data. The March survey saw the sales sentiment among members increase substantially, indication a strong surge in demand, with an increase of between 26 and 27 points to 158 in March, against 132 in February (100 or above equals ‘growth’), which is the highest point in the last 18 months. While expectations for April growth are not as high as March, the number will still be near 140, a positive sign for the component industry.
The ECIA also indicated survey results in reference to the m/m increase in lead times for certain components and the y/y increase in semiconductor sales by region. While we have focused on MLCCs, a subset of the capacitor market, which itself is a subset of the passive component market, it seems that a rising tide lifts all boats, as can be seen from the substantial lead time increase for all passives.
The ECIA also indicated survey results in reference to the m/m increase in lead times for certain components and the y/y increase in semiconductor sales by region. While we have focused on MLCCs, a subset of the capacitor market, which itself is a subset of the passive component market, it seems that a rising tide lifts all boats, as can be seen from the substantial lead time increase for all passives.
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