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December component sales ‘wallops’ expectations – ECIA

Jan 10, 2022

The results of the ECIA December 2021 ECST survey delivered a pleasant surprise as the measurement of actual sales sentiment for December outperformed the sales outlook for December from the prior survey by a wide margin.

“The overall component sales sentiment outlook for December published in the November report was 95.2, an indication of expectation of a month-to-month sales decline,” explained ECIA’s Chief Analyst Dale Ford, author of the report. “The actual sentiment measured for December in the latest survey is 114.4, a difference of 19.2 points and an indication of sales growth.

Semiconductors lead the upward swing in sentiment at 130.0, a dramatic difference from the outlook of 100.0 for December. Passive components and electro-mechanical/connector components also far outperformed expectations with actual sentiment compared to forecast sentiment coming in 15.3 and 12.2 points higher respectively.

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