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Market Intelligence Report

Empowering insights on commodity and supply chain dynamics

Open-market activity provides a lens into broader market conditions and is often an early indicator of trends and supply chain disruptions. As electronic-component distribution channels have evolved in our increasingly connected world, tier-one OEMS and CMs have looked to open-market distributors as strategic partners to help balance their supply chains.

We’ll help you make the most informed and tactical decisions.

Each month, Smith offers select customers access to our expertly curated Market Intelligence Report.

Our team of experts brings a diverse wealth of knowledge and experience that helps us offer the most relevant and actionable insights into the global electronic-component marketplace. From Smith’s decades in business and vast network of longstanding market relationships to the commodity, cross-industry, and regional expertise of our employees, we have connections and resources in place to keep you fully informed and help guide your purchasing strategies.

Market Bytes

Smith’s biweekly Market Bytes offer a quick at-a-glance into what’s going on in the worldwide electronic-component marketplace.
Market Byte 3.20.2025
TECHCET reported that the silicon-wafer market is projected to grow seven percent in 2025 and see even stronger gains in 2026 after declining four percent in 2024.
Market Byte 3.18.2025
A fire broke out on March 9 at the Device Solutions Division of Panasonic's Chitose site in Hokkaido, Japan. The facility's main products include multilayer ceramic chip varistors, multilayer NTC thermistors, multilayer chip power inductors, and HF series SMD type varistors. While some customers were worried about supply disruptions, it’s been reported that Panasonic’s production was not interrupted.
Market Byte 3.13.2025
Demand for high-bandwidth memory will continue to be high in 2025, and the constraints will not disappear until at least the middle of 2026.
Market Byte 3.11.2025
Demand for components used in infrastructure applications will be steady through 2025, and production will be sufficient to cover demand and enable stable deliveries.
Market Byte 3.6.2025
AI-enabled machines are expected to increase their market share from eighteen percent to 35-40 percent, with total shipments reaching about 100 million units this year.
Market Byte 3.4.2025
According to IDC data, the PC market grew one percent year over year to reach 262.7 million units in 2024 compared to 260 million units in 2023.
Market Byte 2.27.2025
MLCC revenue is likely to be the main area of revenue growth for passives, with expected increases exceeding ten percent for the year.
Market Byte 2.25.2025
Spot shortages are occurring for MLCCs, thick film resistors, and connectors. These shortages are for small quantities rather than full-production quantities and are mainly occurring in the automotive, industrial, and server markets.
Market Byte 2.20.2025
Open-market demand for passives has increased 55 percent since the beginning of 2024.

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