Week 48, 2025 Electronics Component Industry Highlights

📅 (2025/11/24 – 2025/11/30)

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🌏 Global Industry Overview (Week 48)

The global electronics and semiconductor sector continued to benefit from AI-driven demand, while Black Friday dynamics reshaped short-term market behavior across consumer electronics and supply chains.

🔹 AI Remains the Core Growth Engine

AI maintained its position as the dominant catalyst for semiconductor expansion.

• Rapid iteration and strong commercialization momentum are sustaining valuations for leading AI players.

• High-performance computing demand continues to pull up memory, power, and high-speed interface components.

🔹 Semiconductor Market Polarization

The industry showed a clear “two-speed” structure:

• Hot segments: DRAM, NAND, HBM—all boosted by AI servers and data-center deployments.

• Cold segments: traditional consumer, industrial, automotive electronics—still weak under tariffs and global macro pressure.

• HBM production prioritization is causing consumer memory shortages, expected to persist beyond 2026.

🔹 AI PC Acceleration

AI PC penetration accelerated globally:

• Lenovo reported 1/3 of shipments already AI PCs.

• Gartner projects 31% global market share for AI PCs in 2025.

• Intel’s supply chain tightening opens opportunity for AMD and Apple to gain share.

🔹 Policy & Supply Chain Shifts

• Trade tensions and export controls—especially on AI chips—drove Nvidia & AMD stock volatility.

• Manufacturers continue supply-chain diversification: Foxconn, Nokia expanding U.S. manufacturing footprints.

• Regionalization remains a long-term structural trend.

🔹 Consumer Electronics & Smart Mobility

• Strong integration of advanced sensors into smart-home products & EVs.

• Smart vehicles and smart appliances both saw rising demand for MEMS, radar, lidar, and power discretes.

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🛒 Black Friday Impact on Electronics (Special Insight)

Black Friday strongly influenced Week 48 demand patterns:

🔸 Online electronics sales reached USD 11.8B — an all-time high

Top categories: tablets, laptops, gaming consoles (PS5, Switch), wearables, earbuds.

🔸 Mobile dominated traffic (≈80% of online shopping)

Brands shifted priority to mobile-optimized checkout flows.

🔸 AI-driven shopping surged +805%

Consumers relied heavily on AI deal-finders & chatbots—boosting traffic for electronic goods.

🔸 Deep discounts extended beyond Black Friday

Electronics averaged 29% discounts, and promotional periods stretched into “Black November”.

🔸 “Buy Now, Pay Later” usage spiked

BNPL drove a meaningful portion of consumer electronics sales amid inflation & budget tightening.

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📈 Top Demand Models (Weekly Leaders)

This week’s demand was driven by Flash memory, MCUs, MEMS sensors, and DRAM:

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🚀 Top Demand Surges (Highest Growth Models)

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💸 Top Price Movements

Top Price Increases

• BCP53 +283.33%

• LM3914VX/NOPB +275.00%

• MT40A1G16KD-062E IT:E +253.74%

• HT7533-1 +236.28%

• SMAJ5.0A +204.90%

• BAS16,215 +193.51%

• GD5F2GM7UEYIGR +150.89%

• AO3401 +147.99%

• MT25QL512ABB8E12-0SIT +141.69%

• SN74HCT08DR +134.12%

Top Price Declines

• BAS316-QX −92.13%

• ES1J −89.99%

• BCX56-16 −84.58%

• TLP521-1GB −72.24%

• BAS321,115 −69.95%

• 2N7002DW −67.88%

• AO3400A −66.60%

• BC817-16 −65.52%

• MB10S −63.95%

• AO3415A −60.53%

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📦 Inventory Trends

Top Inventory Surges

• PSMN4R8-100YSE +21,573.74%

• BZX384-C18-Q +21,176.60%

• MAMK2520T1R0M +18,661.59%

• PMEG3005CT,215 +9,833.33%

• BC817-40QAZ +8,938.19%

• PMEG4010CPA +6,460.42%

• H5AG36EXNDX017N +5,819.30%

• PMPB95ENEA +5,479.16%

• PBSS4480X +5,419.09%

• FM16W08-SG +4,516.13%

Top Inventory Declines

Severe shortages in memory, high-speed analog, and RF:

• K4A8G085WC-BCWE −99.97%

• BUK6D23-40E −99.95%

• CA-IS3722LS −99.93%

• MAX1978ETM+, HMC903 −99.85%

• BLUENRG-232N −99.82%

• And more across RF amplifiers, isolators, and PMICs.

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🧠 Brand Dynamics

Top Demand Brands

TI • ADI • Nexperia • onsemi • ST • Microchip • Infineon • Diodes • NXP • UMW

Fastest-Growing Brands

• Nexperia +92.50%

• Apem Components +54.36%

• Mitsubishi Electric +36.83%

• Traco Power +29.61%

• Awinic +28.39%

• Relmon +25.38%

• Torex +22.98%

• NTE Electronics +21.17%

• GeneSiC +20.98%

• ISOCOM +20.25%

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📊 Category Momentum

Highest Demand Categories

Microcontrollers • MOSFETs • Rectifiers • Op-Amps • Flash • DC/DC Converters • Linear Regulators • BJTs • DRAM • FPGAs

Fastest Growing Categories

• Display Drivers +37.89%

• Active Filters +35.39%

• Audio Indicators +31.35%

• Card Edge Connectors +30.43%

• EPROM +26.14%

• Thyristor Surge Protectors +25.34%

• RF Bipolar Transistors +25.16%

• Silicon Oscillators +24.49%

• Infrared Emitters +24.03%

• Dev Kits & Tools +20.48%

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🧭 Cerametronics Weekly Insight

Black Friday magnified short-term demand for Flash, MCUs, and consumer-facing components, while deeper structural trends—AI servers, DRAM/HBM shortages, and supply-chain regionalization—continue shaping long-term buying behavior.

Watchlist for Buyers:

• High-performance Flash & DRAM (W25Q*, MT41K*, MT61K*)

• Schottky & TVS protection (PMEG*, PESD*)

• RF & Ethernet PHY (AD9364, KSZ8863, DP83TC811)

• Discrete replenishment signals across BAS*, BC*, PBSS*

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