Global design and sourcing activities decreased month-over-month in June, following seasonal trends.
June Design Activities:
- Global electronic components design activities decreased -6% from May to June, following typical seasonal patterns.
- EMEA led the decline with a -17% drop, while APAC and the Americas saw modest month-over-month increases.
- Year-over-year, global design activities were up for the third consecutive month, reflecting improving market conditions.
June Sourcing Activities:
- Global electronic components sourcing activities declined -13% month-over-month in June.
- All regions experienced declines; however, compared to June 2024, sourcing activities increased +10% in the Americas, declined -10% in EMEA, and remained flat in APAC.
- This marks the third consecutive month of year-over-year growth in global sourcing activity.
Calendar Q2 2025 Insights & Outlook:
- In Q2 2025, global design activities decreased -2% quarter-over-quarter, while global sourcing activities increased +9%, in line with expectations.
- Looking ahead to Q3 2025, design activities are projected to decline -5% quarter-over-quarter, and sourcing activities are forecasted to decline -10%, amid ongoing market normalization.