Global design and sourcing activity softened in November, aligning with typical seasonal patterns. Historically, both activity types trend between −1% and −4% from October to November, with declines commonly concentrated in the Americas and EMEA regions.
November Design Activities:
- Design activity declined month-over-month across every region.
- The Americas posted the largest pullback, largely influenced by the Thanksgiving holiday slowdown.
- Despite the monthly dip, global design activity remained healthy on a year-over-year basis, rising +17% compared to last November.
November Sourcing Activities:
- Sourcing trends were mixed regionally.
- APAC sourcing activity inched up +1% month-over-month, while both the Americas and EMEA saw declines, again with the sharpest drop in the Americas due to the holiday period.
- Even so, global sourcing activity remained resilient year-over-year, posting a +4% increase and signaling steady demand relative to 2024.
Key Verticals:
- As in prior months, the majority of design and sourcing momentum came from data center hardware, server infrastructure, automotive electronics, and industrial markets. Activity in consumer electronics, spanning smartphones, notebooks, TVs, and wearables, was comparatively subdued.