Market Report Q3 2025

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LEAD TIMES

We cover the current lead times and pricing trends for Analog, Power, Passive, Memory, Logic & Digital, and Electromechanical components.

Factory Lines					Open Market
Products	Manufacturer	LT	Prognosis	Pricing	Availability	Pricing
Sensors	onsemi	18-52
Sensors	Vishay	24-52
IGBT’s	Microchip	14-26
IGBT’s	Infineon	10-42
Capacitors	Kyocera	14-16
Capacitors	ELNA	25-30
Memory Modules	Centon	6-8
Memory Modules	SMART Modular	12-18
8 Bit MCU	Infineon	10-26
8 Bit MCU	NXP	13-39
Relays	American Zettler	16-30
Relays	Infineon	40-52

Factory Lines					Open Market
Products	Manufacturer	LT	Prognosis	Pricing	Availability	Pricing
Sensors	onsemi	18-52
Sensors	Vishay	24-52
IGBT’s	Microchip	14-26
IGBT’s	Infineon	10-42
Capacitors	Kyocera	14-16
Capacitors	ELNA	25-30
Memory Modules	Centon	6-8
Memory Modules	SMART Modular	12-18
8 Bit MCU	Infineon	10-26
8 Bit MCU	NXP	13-39
Relays	American Zettler	16-30
Relays	Infineon	40-52

Download Extensive Product List

END-OF-LIFE REPORTS

We highlight the EOL components from major brands, helping companies manage obsolescence and plan for replacements.

Manufacturer	Part	Info
Texas Instruments	SN74HC4040	(14-stage binary counter) – EOL June 2025
Analog Devices	ADXL335	(3-axis accelerometer) – EOL July 2025
Microchip	PIC16F676-I/P	(8-bit MCU) – EOL June 2025
NXP	74HC157N	(quad multiplexer) – EOL June 2025
Infineon	TLE4935L	(Hall-effect sensor) – EOL July 2025
STMicroelectronics	STM32F030F4P6	(ARM Cortex-M0 MCU) – EOL June 2025

Manufacturer	Part	Info
Texas Instruments	SN74HC4040	(14-stage binary counter) – EOL June 2025
Analog Devices	ADXL335	(3-axis accelerometer) – EOL July 2025
Microchip	PIC16F676-I/P	(8-bit MCU) – EOL June 2025
NXP	74HC157N	(quad multiplexer) – EOL June 2025
Infineon	TLE4935L	(Hall-effect sensor) – EOL July 2025
STMicroelectronics	STM32F030F4P6	(ARM Cortex-M0 MCU) – EOL June 2025

Access Full EOL List

TEST & FAILURE RATES

In Q1 2025, 79.3% of tested components met quality standards, while 12.5% required further evaluation, and 8.2% were deemed unacceptable.
While most components passed, nearly 1 in 5 required further inspection or were rejected, highlighting ongoing supply chain risks.

By Device Type

A graph displaying the most tested components by device, offering a comprehensive overview of semiconductor devices and integrated circuits. The graph highlights key manufacturers, showing trends and demand shifts in the electronic components landscape. It includes analysis of leading brands, their market share, and how their strategies shape the current and future state of the industry.

Top 10 Component Types by Failure Rate

1. Buffer / Memory Socket
2. DC DC Converter
3. Clock
4. Alluminium Capacitor
5. Oscillator

6. Controller / SRAM
7. Inverter / LED / Memory Module
8. MCU
9. Active-Diode
10. DRAM / Regulators

This ranking is determined by the proportion of failed results compared to the total units tested in each category. While some failures stem from aging or mishandling, others could indicate more serious quality issues or potential counterfeit threats

Manufacturer Test & Failure Rates

EARNINGS RECAP

This report summarizes the latest earnings results from the biggest brands in electronic components, highlighting key trends and financial insights.

AUTOMOTIVE

STMicroelectronics
• Revenue (midpoint): $2.71 billion (–16% YoY; +7.7% QoQ)
• Gross margin (guided): 33.4%

Bosch Group
• Revenue: €4.394 billion (Q2 2025)
• Operating Income: €519 million
(+19.6% QoQ)
• Net Income: €536.7 million
(+15.1% QoQ)

ON Semiconductor (Onsemi)
• Revenue range: $1.40–1.50 billion
(midpoint $1.45 billion) $0.45–$0.55
• GAAP EPS range: $0.45–0.55
• Non-GAAP EPS range: $0.48–0.58

The EV market is valued at $988.7B in 2025 and
projected to reach $2.53T by 2034, growing at an
11% CAGR. Asia Pacific leads, with BEVs,
passenger cars, and personal use dominating.
Notable future growth is expected in North
America, FCEVs, trucks, AWD systems, 100MPH
vehicles, commercial use, and mid-priced EVs.

Graph illustrating the Q1 2025 earnings recap of the automotive industry, highlighting revenue trends, profit margins, and performance comparisons across major manufacturers

Source: https://www.precedenceresearch.com/electric-vehicle-market

All Industry Earnings

PRODUCT UPDATES

Integrated Circuits

Manufacturers like Intel, Samsung, and TSMC: are prioritizing advanced logic IC capacity expansions (28nm and below), driven by AI/data‑center demand; IC lead times have largely stabilized, though specialized ASICs and AI-targeted chips remain tighter.

Supply chain resilience efforts: including fab build-outs in the U.S. (boosted by CHIPS Act) are leading to logic IC lead times decreasing e.g., DDR3/DDR4 and NAND flash parts dropping from 26 weeks to around 10–15 weeks

FPGA

AMD (via Xilinx), Intel (Altera), NVIDIA: continue investing in embedded and adaptive SoCs; Xilinx’ high-end Versal and Intel’s Agilex families are seeing increased traction across 5G, automotive, and data-center applications.

Lead times & capacity focus: while general stabilization occurs, medium-density FPGAs face tighter supply for AI/edge use-cases; development cycles for mid-range parts are lengthening due to higher tooling complexity.

Passives

Manufacturers such as Murata, TDK, Yageo: continue shifting toward just-in-time production following 2023–24 corrections; general-purpose resistors, capacitors, and inductors see stable lead times around 8–12 weeks.

Selective tightness: high-voltage and IGBT capacitors from Infineon and similar vendors are experiencing extended lead times moving into Q3 2025 due to robust demand in automotive and industrial power-electronics..

More Product Updates

MANUFACTURER UPDATES

SK Hynix

HBM Leadership and Tech Showcase: SK Hynix holds 70% of the HBM market and revealed its 12-layer HBM3E and HBM4 technologies at Computex and DTW 2025, targeting AI and mobile systems.

Nvidia

AI Valuation Milestone Achieved: Nvidia’s market cap rose to $3.76 trillion, surpassing Microsoft, reflecting dominance in AI GPU segments and strong investor confidence.

Samsung

HBM3E Qualification and Foundry Expansion: Samsung is preparing HBM4 and qualifying HBM3E with Nvidia, while accelerating 2nm foundry development to meet next-gen AI and computing performance needs.

Intel

Efficiency Strategy Post-CHIPS Act: Intel reduced CAPEX by 10% and announced workforce and leadership cuts after receiving $7.9B in CHIPS Act grants to streamline operations.

More Manufacturer Updates

Customer Challenges – ASC Solutions

Consumer Electronics Customer

AUDIO DEVICE REDESIGN STALL

A premium audio brand struggled to meet next-gen product specs after key DAC chips were discontinued, risking innovation timelines and $7M in lost retail opportunities.

SOLUTION

We sourced high-performance DACs with enhanced signal fidelity.
Identified 120+ pin-compatible alternatives with no PCB rework needed.
Set up rolling stock programs for uninterrupted production flow.

Energy Customer

SOLAR INVERTER DOWNTIME

A renewable energy provider experienced frequent inverter failures due to substandard capacitors, risking 30% power loss and $11.5M in lost output across solar farms.

SOLUTION

ASC sourced high-temp, long-life capacitors rated for harsh outdoor environments.
Cross-referenced 100+ aging parts to find durable replacements.
Over 130 orders with a total value exceeding $1,800,000.
Manufactured ruggedized power assemblies, saving $1.25M in maintenance costs.

MRO & Industrial Automation Customer

PRODUCT MANUFACTURING

Client faced a critical shortage of LED components, impacting PCB production and assembly of their products. Urgent need for timely LED part supply to maintain production.

SOLUTION

Annual agreements for consistent delivery of up to 45 parts monthly.
Two-week lead time with flexibility for expedited four-day delivery for urgent needs.
Over 130 orders with a total value exceeding $800,000.
Benefits: production continuity, cost savings, supply chain resilience, and expanded market share.

Automotive Customer

EV BATTERY MANAGEMENT SYSTEM

An electric vehicle startup struggled with a 12-week lead time for critical BMS ICs, risking $20M in delayed launches and missing 35% of projected quarterly sales.

SOLUTION

We sourced alternative BMS ICs with 5-week lead times, cutting wait time by 58%.
Provided cross-referencing for 150+ IC part numbers.
Negotiated volume discounts, saving up to $300K annually.
Set up consignment stock to maintain 95% production uptime.
Rapid sampling and approval within 7 days for engineering validation.

Medical Customer

DIAGNOSTIC DEVICE PRODUCTION

A medical device manufacturer faced halted production of portable diagnostic units due to shortages and inconsistent quality in vital analog ICs, risking FDA delays and $125M in lost sales.

SOLUTION

ASC sourced high-reliability analog ICs with 99.5% quality assurance.
Cross-referenced 250+ obsolete and backordered components for rapid substitution.
Manufactured custom analog modules, reducing redesign costs by $1.5M.
Established rolling inventory plans to prevent future supply interruptions.

Aviation Customer

AVIONICS SYSTEM CERTIFICATION

An aircraft manufacturer faced FAA certification delays after key avionics components were discontinued, creating compliance gaps and risking $720M in delivery penalties and customer contract losses.

SOLUTION

We provided pre-screened, flight-grade components with documented certification history.
Engineered drop-in replacement kits to meet legacy interface requirements.
Conducted environmental and functional testing to ensure compliance readiness.
Developed lifecycle management plans for critical avionics components.

Aerospace & Defense Customer

GROUND VEHICLE CONTROL SYSTEM DISRUPTION

A military OEM faced critical supply gaps for ruggedized processors in armored vehicle control units, risking $110M in penalties and a 28% drop in deployment readiness.

SOLUTION

We sourced military-grade processors rated for -55°C to +125°C operation.
Cross-referenced 350+ legacy and EOL components for drop-in replacements.
Manufactured customized modules, saving $1.5M in system redesign expenses.
Established multi-source strategies to ensure 99% supply chain resilience.
Accelerated component screening and delivery within 7 business days.

Communications Customer

5G NETWORK ROLLOUT DELAY

A telecom provider faced major setbacks in its 5G infrastructure deployment due to supply gaps and underperforming RF components, threatening service targets and $150M in revenue.

SOLUTION

We cross-referenced 200+ at-risk components to identify drop-in upgrades.
Sourced high-frequency RF components with verified 5G compatibility.
Established rolling forecasts and bonded inventory for uninterrupted supply.

Consumer Electronics Customer

AUDIO DEVICE REDESIGN STALL

A premium audio brand struggled to meet next-gen product specs after key DAC chips were discontinued, risking innovation timelines and $7M in lost retail opportunities.

SOLUTION

We sourced high-performance DACs with enhanced signal fidelity.
Identified 120+ pin-compatible alternatives with no PCB rework needed.
Set up rolling stock programs for uninterrupted production flow.

Energy Customer

SOLAR INVERTER DOWNTIME

A renewable energy provider experienced frequent inverter failures due to substandard capacitors, risking 30% power loss and $11.5M in lost output across solar farms.

SOLUTION

ASC sourced high-temp, long-life capacitors rated for harsh outdoor environments.
Cross-referenced 100+ aging parts to find durable replacements.
Over 130 orders with a total value exceeding $1,800,000.
Manufactured ruggedized power assemblies, saving $1.25M in maintenance costs.

MRO & Industrial Automation Customer

PRODUCT MANUFACTURING

Client faced a critical shortage of LED components, impacting PCB production and assembly of their products. Urgent need for timely LED part supply to maintain production.

SOLUTION

Annual agreements for consistent delivery of up to 45 parts monthly.
Two-week lead time with flexibility for expedited four-day delivery for urgent needs.
Over 130 orders with a total value exceeding $800,000.
Benefits: production continuity, cost savings, supply chain resilience, and expanded market share.

Automotive Customer

EV BATTERY MANAGEMENT SYSTEM

An electric vehicle startup struggled with a 12-week lead time for critical BMS ICs, risking $20M in delayed launches and missing 35% of projected quarterly sales.

SOLUTION

We sourced alternative BMS ICs with 5-week lead times, cutting wait time by 58%.
Provided cross-referencing for 150+ IC part numbers.
Negotiated volume discounts, saving up to $300K annually.
Set up consignment stock to maintain 95% production uptime.
Rapid sampling and approval within 7 days for engineering validation.

Medical Customer

DIAGNOSTIC DEVICE PRODUCTION

A medical device manufacturer faced halted production of portable diagnostic units due to shortages and inconsistent quality in vital analog ICs, risking FDA delays and $125M in lost sales.

SOLUTION

ASC sourced high-reliability analog ICs with 99.5% quality assurance.
Cross-referenced 250+ obsolete and backordered components for rapid substitution.
Manufactured custom analog modules, reducing redesign costs by $1.5M.
Established rolling inventory plans to prevent future supply interruptions.

Aviation Customer

AVIONICS SYSTEM CERTIFICATION

An aircraft manufacturer faced FAA certification delays after key avionics components were discontinued, creating compliance gaps and risking $720M in delivery penalties and customer contract losses.

SOLUTION

We provided pre-screened, flight-grade components with documented certification history.
Engineered drop-in replacement kits to meet legacy interface requirements.
Conducted environmental and functional testing to ensure compliance readiness.
Developed lifecycle management plans for critical avionics components.

Aerospace & Defense Customer

GROUND VEHICLE CONTROL SYSTEM DISRUPTION

A military OEM faced critical supply gaps for ruggedized processors in armored vehicle control units, risking $110M in penalties and a 28% drop in deployment readiness.

SOLUTION

We sourced military-grade processors rated for -55°C to +125°C operation.
Cross-referenced 350+ legacy and EOL components for drop-in replacements.
Manufactured customized modules, saving $1.5M in system redesign expenses.
Established multi-source strategies to ensure 99% supply chain resilience.
Accelerated component screening and delivery within 7 business days.

Communications Customer

5G NETWORK ROLLOUT DELAY

A telecom provider faced major setbacks in its 5G infrastructure deployment due to supply gaps and underperforming RF components, threatening service targets and $150M in revenue.

SOLUTION

We cross-referenced 200+ at-risk components to identify drop-in upgrades.
Sourced high-frequency RF components with verified 5G compatibility.
Established rolling forecasts and bonded inventory for uninterrupted supply.

Consumer Electronics Customer

AUDIO DEVICE REDESIGN STALL

A premium audio brand struggled to meet next-gen product specs after key DAC chips were discontinued, risking innovation timelines and $7M in lost retail opportunities.

SOLUTION

We sourced high-performance DACs with enhanced signal fidelity.
Identified 120+ pin-compatible alternatives with no PCB rework needed.
Set up rolling stock programs for uninterrupted production flow.

Energy Customer

SOLAR INVERTER DOWNTIME

A renewable energy provider experienced frequent inverter failures due to substandard capacitors, risking 30% power loss and $11.5M in lost output across solar farms.

SOLUTION

ASC sourced high-temp, long-life capacitors rated for harsh outdoor environments.
Cross-referenced 100+ aging parts to find durable replacements.
Over 130 orders with a total value exceeding $1,800,000.
Manufactured ruggedized power assemblies, saving $1.25M in maintenance costs.

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Market Report Q3 2025

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LEAD TIMES

Factory Lines

Open Market

Factory Lines

Open Market

END-OF-LIFE REPORTS

TEST & FAILURE RATES

By Device Type

Top 10 Component Types by Failure Rate

EARNINGS RECAP

AUTOMOTIVE

PRODUCT UPDATES

Integrated Circuits

FPGA

Passives

MANUFACTURER UPDATES

SK Hynix

Nvidia

Samsung

Intel

For more news and industry insights dive into our Component Compass

COMPANY

RESOURCES

LOCATIONS

Mexico

Europe

China

LET’S STAY IN TOUCH!

Market Report Q3 2025

Receive Your Market Report

LEAD TIMES

Factory Lines

Open Market

Factory Lines

Open Market

END-OF-LIFE REPORTS

TEST & FAILURE RATES

By Device Type

Top 10 Component Types by Failure Rate

EARNINGS RECAP

AUTOMOTIVE

PRODUCT UPDATES

Integrated Circuits

FPGA

Passives

MANUFACTURER UPDATES

SK Hynix

Nvidia

Samsung

Intel

For more news and industry insights dive into our Component Compass

COMPANY

RESOURCES

LOCATIONS

Mexico

Europe

China

Searching millions of parts