On the back of a strong 2021, a huge order book and ongoing shortages in key components, European components distribution again reported significant growth in its first calendar year quarter.
According to DMASS, semiconductor sales, as reported by members, grew by 43.5% to a new record 3.13 Billion Euro. IP&E (Interconnect, Passive and Electromechanical) components grew by an equally impressive 35.7% to 1.62 Billion Euro. In total, the market grew by 40.8% to 4.75 Billion Euro.
Semiconductors:
From a regional view, DMASS reported a similar picture on semiconductor growth as in the last quarter, a huge spread and an astounding strength of the major countries.
Germany, for example, grew by 45.4% to 867 Million Euro, Italy rose 45.6% to 310 Million Euro, the UK rocketed 47.8% to 213 Million Euro, France grew by a staggering 54.8% to 210 Million Euro, Eastern Europe posted 34.5% growth to 540 Million Euro and the Nordic countries jumped 46% to 240 Million Euro.
At product and product group level, the situation was a bit more diverse.
While Memories and Other Logic (ASSPs etc.) grew significantly over-proportionally and MOS Micro slightly faster than average, most other product groups grew below average, although still in the 20s and 30s.
Analogue climbed 42% to 886 Million Euro, MOS Micro rose by 44.8% to 621 Million Euro, Power was up 36.5% to 375 Million Euro, Memories surged 71.8% to 328 Million Euro. Opto improved 26.1% to 260 Million Euro, Other Logic advanced 64.7% to 172 Million Euro, overtaking Programmable Logic (33.5% to 165 Million Euro).
Finally grew 41.9% to 188 Million Euro and Sensors (incl. Actuators) by 34.9% to 88 Million Euro.
Interconnect, Passive and Electromechanical Components:
Interconnect, Passive and Electromechanical (IP&E) components again showed parallels to semis, but total sales “only” grew in the 30s.
Last quarter’s 1.62 Billion Euro of total sales split as follows: Germany grew by 39.5% to 418 Million Euro, Italy by 40.5% to 191 Million Euro, the UK by 31.4% to 147 Million, France by 31.9% to 143 Million Euro and Eastern Europe by 30.5% to 207 Million Euro.
On the product side, Passives grew by 36.4% to 670 Million Euro, Electromechanical products (including connectors) by 34.6% to 852 Million Euro and Power Supplies by 40.4% to 93 Million Euro.
In terms of last quarter’s results, Reiter stated: “A combined growth of 40% across all components is outstanding, but at the same time a clear sign of unprecedented times. The challenges of a post-CoVID recovery are now accompanied by the uncertainties of the Russian war against Ukraine and its ramifications for the entire planet. The human catastrophe of this war dwarfs every other concern, may it be unclear market expectations or supply chain disruptions. We hope that a just peace will be achieved soon.”
Reiter also welcomed new members from the manufacturing and distribution side of the business.
“They bring our membership to nearly 40 leading companies, representing well over 80% of total European components distribution. In the course of 33 years of existence, DMASS has grown continuously in representation and recognition for its great market coverage.”
In terms of last quarter’s results, Reiter stated: “A combined growth of 40% across all components is outstanding, but at the same time a clear sign of unprecedented times. The challenges of a post-CoVID recovery are now accompanied by the uncertainties of the Russian war against Ukraine and its ramifications for the entire planet. The human catastrophe of this war dwarfs every other concern, may it be unclear market expectations or supply chain disruptions. We hope that a just peace will be achieved soon.”
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