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Newsletter - March 2025

Market in Flux

Mixed Signals, EV Challenges, and Push for Strong Second Half

by Tim Kilfoil 

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Our market snapshot this month is long on muddling mix and short on clarity toward growth. There has not been an appreciable pickup in demand despite what we have seen/heard from some channel partners who have seen increases, albeit small, in product orders that appear to be replenished. Our experience is that certain automotive customers are still struggling with program launches in the EV/PHEV space, while others are deciding to push out farther in anticipation of an improved future market-entry date. We see customers continuing to buy-as-we-need rather than scheduling the way they would do in normal environments.

 

Of course, customers are buying, and schedules are being filled, but the growth in volumes is not being discussed. If we are to build our way out of this and into a stronger second half, we would need to start seeing some orders begin to drift higher with an expectation that orders, after the associated lead times, would arrive in Q3 to build and ship. However, that is not happening in a large and recognizable way.

 

But, it is still early in the year, and things can- and do- turn in a moment. There are certainly pieces in place to support a manufacturing acceleration. Let’s hope we see it coming on by the time we meet up again. Enjoy your spring!

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About Sales Engineering Co.
Sales Engineering Company (SECO), a subsidiary of JF Kilfoil, is a manufacturers’ representative established in 1943, supporting component, interconnect, and printed circuit board manufacturers in the New England electronics market. The company represents an expanding line of technology partners, reliable solutions, and on-time precision components. With a broad scope of best-in-class solutions, the company focuses on the automotive, industrial, military, appliance, manufacturing, power, and medical markets. SECO makes it easy to do business and establishes trusted engineering counsel, which has been the hallmark competency since its founding. If you are looking to become a market leader in your specific component category, contact SECO. Great Designs with Peace of Mind. 

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