News Briefs

Molex Acquires AirBorn

Connector Sales Up +7.1% YOY in October; Semis Up +22.1%

How’s Business? OEMs 3Q24

Raw Material Prices Increased Year-over-Year +4.1% in 2Q2024, and +7.6% in 3Q2024

Top 10 in World Sales by Region- Selecting a Connector Vendor

Hirose Reports Business Results for Second Quarter of their FY2025Calendar Year July 2024 through September 2024

Connector Sales Up +5.1% YOY in September; Semis Up +23.2%

Bishop & Associates Promotes Lynda Nolen to Executive Vice President

Amphenol & TE Market Sectors; 3Q24 Results and 4Q24 Outlook

TE Connectivity CY 3Q24 Sales Up +1.0% YOY; +2% Organically

Amphenol 3Q24 Sales Up +15% Organically; Up +12% Sequentially

HUBER+SUHNER Bookings Grow +11.5% while Billings Decline -0.2% in First Nine Months of 2024

Price & Lead Times To Remain Stable

Top 10 in World Sales – Selecting a Connector Vendor

Connector Sales Up +3.4% YOY in August; Semis Up +20.6%

Confidence Trend Is Flat to Down

Connector Sales Up +4.7% YOY in July; Semis Up +18.7%

Raw Material Prices Decreased Year-over-Year -0.5% in 1Q2024, But Increased +4.1% in 2Q2024

Connector Sales Up +4.1% YOY in June; Semis Up +18.3%

How’s Business? OEMs 2024 First Half

Inflation Remains an Issue Causing Industry Personnel to Believe Prices will Slightly Increase

Molex: A Leader and Innovator in Electronics

Amphenol & TE Market Sectors 2Q24 Results and 3Q24 Outlook

TE CY 2Q24 Sales Down -0.5% YOY; Up +2% from the Previous Quarter

Amphenol 2Q24 Sales Up +11% Organically; Up +11% Sequentially

Raw Materials Costs are Stable

Hirose Reports Business Results for First Quarter of FY2024

Connector Industry Profitability

Industry Update – Artificial Intelligence: Impact on the Connector Industry

Confidence Rises: Industry Expects Improved Demand in Second Half of 2024

Amphenol to Acquire the OWN Segment and DAS Business Unit of CommScope

Connector Sales Up +1.3% YOY in May; Semis Up +19.3%

Hirose Reports Summary of Business Results FY2023 – April 2023 to May 2024

Industry Update: How’s Business: OEMs 1Q24

Connector Sales Up +7.5% YOY in April; Semis Up +15.8%

Connector Sales Down -1.0% YOY in February; Semis Up +16.3%

Connector Sales Up +3.3% YOY in March; Semis Up +15.2%

Amphenol & TE Market Sectors 1Q24 Results and 2Q24 Outlook

Over Half (51.4%) Believe Prices Will Stay The Same

Amphenol 1Q24 Sales Up +9% YOY; Down -2% Sequentially

TE CY1Q24 Sales Down -5.0% YOY; Up from the Previous Quarter

Connector Confidence Index is Flat at 50.8 for 1Q24

HUBER+SUHNER Experiences Full Year 2023 Double-Digit Decline in Bookings and Billings

Connector Sales Up +4.3% in January; Semis Up +15.2%

Amphenol Continues to Impress

Amphenol & TE Market Sectors 4Q23 Results and 1Q24 Outlook

Raw Material Costs Decreased -1.7% YOY In 3Q23

TE 4Q23 Calendar Sales Declined -0.3% YOY Sales Were Down -1.5% for the Full Calendar Year

Amphenol 4Q Sales Grew +3% Industry Sales Down -2.9%

Inflation Still Over 3% Prices are Predicted to Increase Modestly

November Semi Sales Up +5.3% Versus Connectors down -0.6%

Connector Confidence Index is Neutral at 50.0

How’s Business: OEMs – 3Q23

Semiconductor Sales Down -0.7% YOY; Connector Sales Up +0.3% Led by Strong Performance in Europe

Semiconductor Sales Down -0.7% YOY; Connector Sales Up +0.3% Led by Strong Performance in Europe

The World’s Top Ten Connector Companies by Market Sector

Top 10 Connector Companies by Geographic Region

How’s Business: OEMs – 2Q23

September Semi Sales Down -4.5% YOY; Connector Sales Down -9.2%

Selecting a Connector Vendor? Start with the Top 10

Amphenol & TE Market Sectors 3Q23 Results and 4Q23 Outlook

Amphenol 3Q Sales -2.9% Industry Sales Down -4.7%

TE 3Q23 Sales Down -7.4% YOY

HUBER+SUHNER Experiences Lower Business after Nine Months

Dave Pheteplace Retires

Industry Personnel Are Pessimistic Now, But Forecast Improvements

Connector Prices will Continue to Increase

Semiconductor Sales Down -6.8% YOY Connector Sales Down -3.4%

The China Gold Rush is Over?

Semiconductor Sales Down -11.8% YOY; Connector Sales Down -3.7%

Raw Material Costs Decreased -6.9% YOY In 2Q23

Semiconductor Sales Down -18.3% YOY; Connector Sales Down -6.2%

Amphenol & TE Market Sectors 2Q23 Results and 3Q23 Outlook

Amphenol Sales Down -2.6% YOY

TE Quarterly Sales Down -2.4% YOY

Industry Forecasts Prices Increases

Connector Demand Is Soft And Confidence is Negative

Semiconductor Sales Down -21.1% YOY Connector Sales Down -2.9%

How’s Business: OEMs – 1Q23

Semiconductor Sales Down -21.6% YOY Connector Sales Down -1.6%

Raw Material Costs Increased 24.4% YOY In 1Q23

Connector Prices Increases Predicted to be Minimal

Amphenol & TE Market Sectors 1Q23 Results and 2Q23 Outlook

Amphenol Sales Up +0.7% YOY

TE Quarterly Sales Up +3.8%

Semiconductor Sales Down -21.3% YOY Connector Sales Down Slightly

Fourth Consecutive Quarter of Negative Confidence

Semiconductor Sales Down -20.7% YOY; Connector Sales Were Flat

Industry Downturns: A History Lesson

Connector Prices Will Not Increase Over the Next Six Months

Connector Sales Were Down -2.3%; Semis Declined -18.5%

Raw Material Costs Decreased 5.9% YOY in 4Q22 and Declined 3.6% for the Full Year 2022

December 2022 Connector Sales Were Down -0.9% While Semis Declined -14.7%

Connector Industry Final Results – 2022

Amphenol & TE Market Sectors 4Q22 Results and 1Q23 Outlook

Amphenol Sales Up +7.0% YOY

TE Quarterly Sales Up +0.6%

Third Consecutive Quarter of Negative Confidence

Connector Sales Were Up +2.4% While Semis Declined -9.2%

Industry Personnel Believe Prices Will Continue to Increase

HARTING Revenues Exceed 1 Billion Euros in 2022

Connector Sales Were Up +1.3%; While Semis Declined -4.6%

Raw Material Costs Decreased 10.0% In 3Q22, Down 8.7% Sequentially

Amphenol & TE Market Sectors 3Q22 Results and 4Q22 Outlook

TE Quarterly Sales Up +14.2%

Amphenol Sales Up 16.9% YOY

Connector Sales Up +15.5%; Semi Sales Were Negative, Ending 31 Months of Positive Growth

Over Half (54.6%) Believe Prices Will Increase in Next 6 Months

Confidence Negative and Projected to Remain Negative

Connector Sales Up +4.5%; Beating Semi Sales for the First Time Since June 2021

Semi Sales Up +7.3% in July

Raw Material Costs Increased 6% In 2Q22; Up 4.6% YTD

Connector Prices Projected To Continue Rising, But More Modest Increaes Are Expected

Semi Sales Up +14.1% in June and +13.3% for the Second Quarter

Amphenol & TE Market Sectors – 2Q22 Results and 3Q22 Outlook 

TE Quarterly Sales Up +6.6% 

Amphenol Sales Up 18.2% YOY 

How’s Business? OEMs 1Q2022

Semi Sales Up +18.0% in May 

No Relief – Connector Prices Will Continue to Rise 

Semi Sales Up +21.1% in April 

Raw Material Costs Declined In 1Q22

Semi Sales Up +23.2% in March

Amphenol & TE Market Sectors 1Q22 Results and 2Q22 Outlook

TE Quarterly Sales Up +7.2%

Amphenol Sales Up 24.2% YOY

First Quarter 2022 Results

Prices & Lead TimesContinue to Rise

As Expected – Business ConfidenceStarting to Decline

Semi Sales Up +32.4% in February

Semi Sales Up +26.8% in January

Connector Industry’s’ Incredible Performance

New Sales Records for Semiconductor and Connector Industries;Semi Sales Up +28.3% in December

Amphenol & TE Market Sectors 4Q21 Results and 1Q22 Outlook

Prices & Lead Times Continue to Increase

Material Costs in 4Q21 Up +44.0%; 2021 Weighted Cost Up +36.5%

TE Quarterly Sales Up +8.4%

First Time Amphenol Exceeds $3 Billion in a Quarter

Confidence Remains Positive In Spite of Increase in Covid

Semi Sales Up +26.1% in November

Top Ten Largest Connector Companies Gain Market Share (1980-2020)

HARTING Grows 14.5% in 2021

Connector Prices Will Continue to Increase

Semi Sales Up +25.0% in October

Material Costs in 3Q21 Up +46.2%; Rate of Increase Slowed in Q3

Amphenol & TE Market Sectors 3Q21 Results and 4Q21 Outlook

TE Quarterly Sales Up +17.1%

Amphenol Reports Record Sales of $2,818 Million, Up +21.3% in Third Quarter

Semi Sales Up +27.5% in September

Connector Backlog Increases to 12 Weeks

Connector Prices Continue to Increase But Lead Times will Moderate

Semi Sales Up +30.2% in August

Business Outlook Still Positive

Semi Sales Up +29.1% in July, Beats Connector Growth

Material Costs in 2Q21 Up Significantly; Predicted to Continue to Increase

Significant Price Increases And Long Lead Times

Amphenol & TE Market Sectors 2Q21 Results and 3Q21 Outlook

Amphenol Reports Record Sales of $2,654 Million, Up 33.5% in Second Quarter

TE Quarterly Sales Up +50.9%; Record Sales of $3,845 Million

Connectors Sales Up +33.0%; Semi Sales Up +28.9% in June

COVID, Inflation and Chip Shortage Dampen Optimism

Connectors Sales Up +30.7%; Semi Sales Up +24.7% in May

Connector Industry Outlook – June 2021

Majority (74.3%) of Respondents Predict Prices to Increase

Connectors Sales Up +43.4%; Semi Sales Up +21.6% in April

Connector Industry Outlook 2021

The Industrial Connector Market – All About Being “Smart”!

Material Costs in 1Q21 Up Significantly; Predicted to Continue to Increase

Connectors Up +25.5%; Semi Sales Up +17.8% in March

Amphenol & TE Market Sectors 1Q21 Results and 2Q21 Outlook

Amphenol Sales Climb +27.7% in First Quarter; Forecast a +23% Increase for 2Q21

TE Quarterly Sales Up +17.0%; Forecasts Next Quarter Growth of +45%

Industry Confidence and Connector Demand Are Soaring

Connector Prices Increase as Demand Improves and Raw Material Costs Increase

Connectors Up +24.6%; Semi Sales Up +14.8% in February

HUBER+SUHNER Sales Decrease -5.9% in 2020

Semi Sales Up +13.1% in January; Connectors Up +16.2%

Raw Material Costs are Rising; Connector Demand is Increasing; Connector Prices are Predicted to Increase

2020 Material Costs

Semi Sales Up +8.5% in December

HARTING Revenues Reach 759€ Million in FY2020

Amphenol & TE Market Sectors: 4Q20 Results and 1Q21 Outlook

Positronic Becomes Part of Amphenol Corporation

TE Connectivity December Quarterly Sales Increased +11.2% YOY

Amphenol Reports Record Sales for the Year4Q20; YOY Sales Climb +12.8%

Semi Sales Up +7.3% in November

Industry Confidence Up + 20 Points Suggesting Good Year in 2021

A Data-Hungry World is Driving Demand for Wireless Connections

Windjammer Portfolio Company Hermetic Solutions Group Acquires Cristek Interconnects, Inc.

Top 10 Medical Equipment Connector Manufacturers

Amazing Price Stability During Pandemic

3Q20 YTD Material Costs

Semis Up +6.3% in October

Interconnect Industry News Roundup

Top 10 Connector Manufacturers in Automotive

Semis Up +5.8% in September; 3Q20 Sales Grew +11.0% Sequentially

Amphenol & TE Market Sectors; 3Q20 Results and 4Q20 Outlook

TE Connectivity Quarterly Sales Down -1.2% YOY; Fiscal Year 2020 Sales Were Down -9.4%

Amphenol 3Q20 Sales Significantly Outperform the Industry

Top 10 Connector Manufacturers in RF Connectors

Industry Predicts Slight Price Increase

Confidence Turns Positive

Semis Up +4.9% in August; Sales Grow +2.9% Sequentially

Top 10 Connector Manufacturers

HUBER+SUHNER – Net sales -15.8% in the First Half 2020 in a Difficult Environment

Semis Up +4.9% in July; Sales Grow for the Sixth Consecutive Month

Lead Times & Prices Remain Fairly Stable

Semis Up +5.0% in June; Sales Grow for the Fifth Consecutive Month

TE Connectivity Quarterly Sales Down -24.8% YOY; Expects CY 3Q20 Sales to be Up Approximately +10% Sequentially

Amphenol Sales Significantly Outperform the Industry; 2Q20 YOY Industry Sales Down -17.2%

Semis Up +5.8% in May Connector Sales Contract Fourth Consecutive Month

Regional Update: Business Conditions in Hong Kong

Covid Drags Confidence To Record Pessimism

Semis up +6.1% in April; Strength May Be in Longer Lead Times

1Q20 Material Costs

Industry Predicts Slight Reduction in Prices

Semis up +6.8% in March; But April and May Will Probably Decline

TE Connectivity Quarterly Sales Down -6.4% YOY; Expects CY 2Q20 Sales Down ~25% Sequentially

Amphenol Sales Underperforms Industry; 1Q20 YOY Sales Down -4.9%

Just When Semis Start to Recover, COVID-19 Strikes

The Virus Will Surely Have an Impact on Prices But Apparently Not Yet

Coronavirus Spreads, Demand for Ventilators Skyrockets

Forecast: The Economic Impact of COVID-19 on the Connector Industry

HUBER+SUHNER: Radio Frequency technology segment bucks the trend in 2019

Connector Downturns in the 21st Century

COVID-19 Crisis in Europe

More Thoughts on Coronavirus and Impact on Connectors

Coronavirus and the Connector Industry – A View from Hong Kong

Prices Stable for Now Coronavirus Impact Unknown

Significant Evolutionary Trends in Electronics Over the Past 20 Years

Amphenol & TE Market Sectors 4Q19 Results and 1Q20 Outlook

TE Connectivity Quarterly Sales Down -5.4% YOY

Semi Sales Contracted -5.5% in December; Best YOY Performance Since December 2018

Amphenol 4Q19 Sales Down -3.3% YOY; 2019 Sales Were Up +0.3%

The US Dollar Continues Strong Against Most Currencies; Makes US Manufactured Goods More Expensive Abroad

Connector Prices Continue To Be Stable

HARTING Revenues Reach 750 million euro in 2019, Down 1.6% From Prior Year

Confidence Improved; Industry Looking for Growth In 2020

Semi Sales Contracted -10.8% in November; Semi Sales Record Sequential Growth in Five of Last Seven Months

Serious Price Erosion A Thing of the Past?