WASHINGTON, DC – The latest ECIA Industry Pulse survey shows a decline in August sales sentiment, with the overall index falling from 121.6 in July to 113.2 – well below the July forecast of 127.5. Despite this miss, optimism remains strong as participants project a rebound in September, with sentiment expected to rise to 130.2. Passive and electro-mechanical components led August’s results with index scores of 116.1 and 115.0, while semiconductors trailed at 108.3.
Year-over-year sentiment continues to outpace month-to-month measures, with product index scores averaging between 141.1 and 142.4 since June. The third quarter Industry Pulse survey further reinforces a positive outlook, with 60% of respondents expecting improving sales momentum in the third quarter and 59% in the fourth. Electro-mechanical components are forecast to perform strongest, with semiconductors also expected to improve in the fourth quarter.
End-market performance remained broadly positive, led by industrial and avionics/military/space at 129.6 and 141.3, respectively. Consumer electronics was the lone sector below 100, at 97.2. Lead times remain largely stable, with 80% of participants reporting no change, despite 20% citing increases.
Overall, the surveys point to continued resilience in the electronics components industry, with steady optimism through the end of 2025 supported by stable lead times and broad-based demand across markets.