Eltwin Group’s Reflection on Days at #Electronica with Supply Partners
Thanks to all our supply partners for sharing your insights on new technology, regulations, and readiness to comply with #CBAM, #HFC, and new building directives, as well as your perspectives on geopolitical tensions and their potential impact on the electronic supply chain and the general market outlook.
My key takeaway from our many meetings is that the #electronics market is growing, albeit at a slower rate. However, areas like #AI and power electronics (#SiC) are seeing rapid growth. While there is still significant destocking, an underlying supply-demand balance exists. Nevertheless, forward demand remains uncertain due to geopolitical factors that could quickly fuel or shift demands. This uncertainty makes me more cautious and reinforces the strategic approach Eltwin has adopted—fostering stronger partnerships with suppliers and customers through greater transparency and more frequent dialogue. This enables us to leverage expertise and build a more resilient supply chain that can swiftly anticipate and respond to potential disruptions.
Awareness and compliance with new regulations are progressing well, which is reassuring compared to last year. I am confident that our partners will provide the data and solutions needed to meet upcoming compliance requirements for #CBAM, #HFC, and new building directives on time.
We will continue monitoring market conditions closely to determine whether we are on the brink of a boom that could lead to restricted availability and longer lead times, or if we will maintain more stable market conditions. Our recommendation remains to be cautious, transparent, agile, and flexible.
The past years have seen record growth in 2022 and 2023, followed by a significant drop in volume and destocking in 2024, causing disruptions for Eltwin and our partners. Our outlook for 2025 is more conservative, yet optimistic. Let’s collaborate for a greener, better tomorrow.
#HVAC #heatpumps #Sustainability #SupplyChain #EnergyEfficiency #GreenTech #Regulations #Resilience #Partnerships
4o
Another exciting day begins at electronicaFair 2024 in Munich! Our purchasing team, Hanne Krone, Ulrik Petersen and Frederik Kjølseth had a fantastic first day and are looking forward to more insightful discussions and valuable connections today. 🤝
We're here to meet with partners, explore the latest trends in #ESG, pricing, lead times, and future demand within the electronics industry. This event is an excellent opportunity for us to gain fresh perspectives and get inspired to drive our growth.
The team is ready! Feel free to reach out if you’re at the exhibition and would like to connect! #Electronica2024 #Innovation #Electronics
•Senior R&D Eng. Technologist at Trilliant Inc
2wLooking good my friend Robert Davenport!