Global design and sourcing activities performed better than expected in July, increasing +5% and +9% respectively
compared to June.
July Design Activities:
- Global electronic components design activities increased +5% from June to July, outperforming historical trends, which typically show a −3% decline during this period.
- EMEA and APAC recorded month-over-month growth, while the Americas saw a slight −1% decrease.
- Year-over-year, design activities increased across all three regions, marking continued momentum in global design demand.
July Sourcing Activities:
- Global electronic components sourcing activities rose +9% month-over-month in July, defying the historical −4% seasonal decline.
- All regions experienced month-over-month increases, with EMEA and APAC each up more than +10% and the Americas up +2%. Year-over-year, sourcing grew in APAC and the Americas but declined in EMEA.
- Gains were observed across all major product categories, supported by improved market expectations and rising demand for components used in AI and automation technologies.
Calendar Q3 2025 Outlook:
- Q3 projections remain unchanged from last month: global design activities are expected to decline −5% quarter-over-quarter, while global sourcing activities are projected to fall −10% quarter-over-quarter.