Clouds over the entire parts market have but to seem in Europe the place considerations of easing development in European digital parts distribution had been put to relaxation for the second with a surprisingly robust summer time quarter.
In keeping with DMASS semiconductor distribution gross sales, as reported by members, grew by a surprising 44.3% to
3.58 Billion Euro, the very best income ever recorded.
IP&E (Interconnect, Passive and Electromechanical) parts gross sales rose 14.8% to 1.52 Billion Euro.
In whole, the parts distribution market grew by 34% to five.1 Billion Euro.*
Hermann Reiter, chairman of DMASS commented: “Studying all of the gloomy market outlooks for the worldwide semiconductor market, these Q3 outcomes most definitely will need to have come as a shock to everybody. If availability had been higher, I’m positive distribution may have delivered much more. The numerous development is de facto as a consequence of a mixture of worth will increase, trade fee results and improved availability from producers. Nevertheless, we additionally see reduction in some parts areas from an availability perspective. And in distinction to semiconductors, IP&E merchandise already see a change available in the market. All in all, we have now reached a really excessive plateau of gross sales that will probably be exhausting to retain into subsequent 12 months. We expect clients have coated a good portion of their 2023 demand already in 2022, as will be seen with decrease incoming orders.”
Semiconductors drove the summer time quarter. From a regional view, the expansion unfold throughout international locations and areas was large.
Germany as the most important area rocketed a surprising 53% to 1.03 Billion Euro, adopted by Italy up 46% to 322 Million Euro, France climbed 51% to 231 Million Euro and the UK superior 32.8% to 223 Million Euro.
Gross sales in Jap Europe elevated 50% to 651 Million Euro, Nordic gross sales soared 47% to 299 Million Euro, in Israel gross sales accelerated 85% to 167 Million Euro, Iberia was up 59% to 153 Million Euro, Benelux grew 39% to 136 Million Euro, Switzerland gross sales rose 47% to 136 Million Euro and Austria was one other large climber posting a 66% enhance to 109 Million Euro.
Russian gross sales got here to an virtually full halt and Turkey trails all different international locations in development.
On the product entrance Product-wise, the expansion image various tremendously, from a disappointing 8% in Opto, primarily drive down by adverse LED numbers, to an astonishing 90% development in Different Logic (ASSPs).
Analogue and MOS Micro turned in robust performances with MOS Micro development at 47% to 712 million Euros forward of Analog merchandise the place gross sales rose 46.7% to 1.01 Billion Euro.
Energy product gross sales elevated 37.4% to 413 Million Euro, Recollections climbed 60% to 385 Million Euro together with a 68% advance for flash reminiscence, Flash: 68%, Opto edged ahead 7.9% to 257 Million Euro, Programmable Logic notched 61% development to 233 Million Euro and Different Logic rocketed 90.5% additionally to 233 Million Euro.
Discretes improved 21% to 185 Million Euro and Sensors up 39% to 101 Million Euro ended the quarter under common.
Interconnect, Passive and Electromechanical (IP&E) parts grew in Q3/22 at a slower tempo than Semiconductors, though surprisingly robust from a sequential perspective.
Q3 gross sales of 1.52 Million Euro break up as follows: Germany grew by 18.7% to 411 Million Euro, Italy by 11.8% to 151 Million Euro, France by 15.8% to 127 Million Euro, UK by 20.4 to 151 Million Euro, Jap Europe by 15.7% to 205 Million Euro and Nordic by 13.6% to 128 Million Euro. Electromechanical merchandise as the largest product group (incl. Interconnect) grew by 15.2% to 807 Million Euro, Passives by 13% to 622 Million Euro and Energy Provides by 24.6% to 92 Million Euro.
Hermann Reiter concluded: “With a market improvement as skilled over the past two years and geopolitical in addition to financial challenges mounting, the near-term future turns into an increasing number of unpredictable. Whereas the long-term outlook particularly for semiconductors seems to be nice, weak demand already leaves its skid marks in 2022’s international market and will effectively result in a bumpy time forward. Europe and particularly distribution have proven nice resilience thus far, and our robust industrial base carries many alternatives for sustainable development. The attention for digitalisation, a change of the power infrastructure and the necessity for rethinking future residing ideas and mobility is extraordinarily excessive and hopefully interprets into extra fascinating tasks with our clients.”