2024 blev et særdeles problemfyldt år for komponentmarkedet
Ifølge branchesammenslutningen DMASS faldt den del af det samlede komponentmarkedet, der genereres via disributionskanaler, med 27,4 procent i 2024 i forhold til 2023 (in english).
The past year has been exceptionally challenging for the distribution industry in EMEA, and we are facing the harsh reality of significant revenue losses, explains Hermann Reiter, chairman of DMASS following the presentations of the results for Q4 2024 and the full year 2024.
- In 2024, the distribution industry in EMEA faced significant challenges, with losses of 5.6 billion Euro (-26,2%) compared to 2023. The semiconductor sector was particularly hard-hit, accounting for a reduction of 4.7 billion Euro (-31,9%). Despite these setbacks, we firmly believe in the resilience and potential of a united Europe. By fostering collaboration and innovation, we can turn these challenges into opportunities for growth and prosperity, says Hermann Reiter.
This imbalance in the drop across various technologies highlights the consequences of un-equalized inventory flooding. DMASS, encompassing both the Semiconductor and IP&E segments, saw an overall decline of more than 26% in 2024 compared to 2023, equating to a quarter of our sales to customers and the market.
The IP&E segment experienced a year-over-year drop of 13.5%, with a 12.3% decline in Q4 2024 compared to Q4 2023. However, the semiconductor business faced a more severe downturn, with a 31,9% decrease compared to 2023 and a 30.3% drop in Q4 2024 compared to the same period last year.
Among the countries most affected in Q4 were Austria (-41%) and Germany (-36%), followed by Sweden (-37%), Turkey(-30%) and Benelux (-29%). Lowest decline Norway, Baltic States, Spain and Rest of Europe (below 10%) whereby Ireland was able to grow (+3%).
Semiconductors (Q4):
Semiconductor distribution sales in Europe shrank by almost 30% to 2.16 billion Euro, the lowest sales value since Q1/2021. Worst among the big countries was Germany with a minus of nearly 42%.
At the product side, weakest sales were in MOS Micro and Standard Logic with a minus of over 40%. Only Optoelectronics and Programmable Logic seemed to do much better than average with 'only' 14% and 5% minus.
Interconnect, Passive and Electromechanical Components (Q4):
In IP&E we see a further constant decline of the distribution market of -12.3% to 1.23 billion Euro. Germany, Austria and Benelux are still showing an over-proportional steep decline. Interesting to see Israel growing 16.2% in Q4.
Product-wise Passives are still showing a bigger minus than Electromechanical components and Power Supplies. The biggest minus can be seen with Film Capacitors with -26.1%, while Sensors show a growth of 13%.
Chairman Hermann Reiter concludes:
- Despite these challenging times, we strongly believe that 2025 will bring moderate growth rates, allowing us to rebound from the recent quarters of decline in our industry. A strong Europe will be essential to drive growth for our industry and customers.
About DMASS:
DMASS Europe e.V., (until end of 2022 DMASS Ltd.) a European non-profit organisation, is the only industry body that collates detailed electronic components distribution market data on a quarterly basis by country and product groups such as Microcontrollers, Flash Memories, Analog components, Passives, Electromechanical products and many more.
DMASS was founded in 1989 and provides its members with a reliable statistical tool to evaluate their relative mass-market performance. The organisation consists of 40 active members in 2023 and represents between 80% and 85% of the total European distribution market, depending on the regions. To continuously increase its European market coverage, DMASS welcomes new membership applications from distributors and electronic components manufacturers.
