European Components Distribution (DMASS) Experiences Continued Slowdown in Second Quarter 2025
Q2 Key facts:
- European Components Distribution declines by -8.4% to 3.73 billion Euro.
- Semiconductors decline by -14,11% to 2.22 billion Euro.
- Interconnect, Passive & Electromechanical increase to 1.51 billion Euro (+1.43%).
- Outlook 2025: a highly volatile 2025—future prospects rest on the strength of global economic conditions, smart investments in emerging tech, and the stability of international supply networks.
Key quote:
Hermann Reiter, Chairman DMASS Europe:
“While the electronic components supply chain remains global in scope, customer markets are fragmenting rapidly — with AI demand surging in Asia and the U.S., Europe faces industrial stagnation and must redefine its position to offset a declining automotive sector. As a result, the supply chain leans toward contraction, with design innovation gaining traction over traditional sourcing strategies.”
Note to editors: DMASS Europe represents ~85% of European components DTAM.
Berlin, July 30, 2025 – According to DMASS Europe e.V., the European electronic components distribution market has yet to show clear signs of recovery. Persistent global uncertainty continues to weigh heavily on investment decisions—frequently postponed, or in some cases even cancelled. Unpredictable political shifts, compounded by tariffs and macroeconomic headwinds, further cool global market activity. Although Europe could potentially benefit from greater reliability and regulatory clarity compared to other regions, these advantages have yet to translate into tangible positive momentum. Rather than being raised, expectations across the sector are increasingly being scaled back.
Semiconductors (Q2):
Semiconductor distribution sales in Europe experienced a significant decline of 14%, amounting to €2,20 billion. Among the major countries, Austria faced again the steepest drop with a decrease of almost 37%, followed by France with a reduction of 20%. Only Iberia performed notably better and realized a slight increase of 2,4%.
|
Country/Region Semi |
Total k€ |
Change Q2/Q2 |
|
UK |
172.536 |
-10,64% |
|
IRELAND |
19.656 |
-17,42% |
|
GERMANY |
523.897 |
-17,61% |
|
FRANCE |
168.302 |
-20,23% |
|
ITALY |
214.220 |
-16,78% |
|
SWITZERLAND |
78.150 |
-15,81% |
|
NORDIC |
192.590 |
-2,80% |
|
BENELUX |
83.834 |
-15,98% |
|
IBERIA |
127.129 |
2,39% |
|
AUSTRIA |
40.883 |
-36,68% |
|
RUSSIA |
0 |
-100,00% |
|
EASTERN EUROPE |
442.985 |
-11,87% |
|
ISRAEL |
72.712 |
-14,91% |
|
TURKEY |
53.826 |
-10,45% |
|
OTHER |
29.059 |
-17,92% |
|
DMASS Semi Total |
2.219.778 |
-14,11% |
At the product side, weakest sales were in Power and Programmable Logic with a minus of over 21%. Sensors & Actuators showed a increase about 6,1% and did much better than average with 14% minus. See table below.
|
Product Group Semi |
Total k€ |
Change Q2/Q2 |
|
DISCRETE |
139.931 |
1,62% |
|
POWER |
238.661 |
-21,74% |
|
SENSORS & ACTUATORS |
78.054 |
6,07% |
|
OPTO |
198.701 |
-6,34% |
|
ANALOG |
568.175 |
-15,32% |
|
MEMORY |
205.920 |
-13,15% |
|
MOS MICRO LOGIC |
463.119 |
-19,72% |
|
PROGRAMMABLE LOGIC |
158.496 |
-21,60% |
|
STANDARD LOGIC |
25.002 |
-8,66% |
|
OTHER LOGIC |
143.719 |
1,61% |
|
DMASS Semi Total |
2.219.778 |
-14,11% |
Interconnect, Passive and Electromechanical Components (Q2):
In IP&E, the slowdown turned into a slight increase of +1,43% to 1,51 billion Euro.
Only Austria, UK, Germany & Switzerland could not profit and continued to decline.
|
Country/Region IP&E |
Total k€ |
Change Q2/Q2 |
|
UK |
162.830 |
-2,91% |
|
IRELAND |
13.059 |
3,20% |
|
GERMANY |
304.182 |
-4,74% |
|
FRANCE |
154.451 |
0,41% |
|
ITALY |
161.179 |
-1,35% |
|
SWITZERLAND |
42.891 |
-6,12% |
|
NORDIC |
141.491 |
7,73% |
|
BENELUX |
77.304 |
4,12% |
|
IBERIA |
94.827 |
4,99% |
|
AUSTRIA |
34.380 |
-7,26% |
|
RUSSIA |
2 |
-99,06% |
|
EASTERN EUROPE |
220.635 |
7,77% |
|
ISRAEL |
37.509 |
19,35% |
|
TURKEY |
43.760 |
26,82% |
|
OTHER |
25.463 |
-2,46% |
|
DMASS IP&E Total |
1.513.963 |
1,43% |
Product-wise, Passives (-1,17%) showed a minus while Electromechanical components (+2,38%) and Power Supplies (+6,82%) are back again. (see table below).
Biggest decline could be seen at Capacitors with Film (-17,8%), Tantal (-11,4%) and Aluminium (-10,5%), while - beside power supplies in general – sensors (+7,6% and circular connectors (+122,7%) showed a good increase.
|
Product Group IP&E |
Total k€ |
Change Q2/Q2 |
|
PASSIVES |
522.773 |
-1,17% |
|
ELECTROMECHANIC |
878.841 |
2,38% |
|
POWER SUPPLIES |
112.349 |
6,82% |
|
DMASS IP&E Total |
1.513.963 |
1,43% |
All Components consolidated by Region (Q2):
|
Country/Region All Comps. |
Total € |
Change Q2/Q2 |
|
UK |
335.366 |
-7,05% |
|
IRELAND |
32.714 |
-10,26% |
|
GERMANY |
828.079 |
-13,31% |
|
FRANCE |
322.754 |
-11,53% |
|
ITALY |
375.399 |
-10,79% |
|
SWITZERLAND |
121.041 |
-12,62% |
|
NORDIC |
334.081 |
1,40% |
|
BENELUX |
161.138 |
-7,40% |
|
IBERIA |
221.956 |
3,49% |
|
AUSTRIA |
75.263 |
-25,95% |
|
RUSSIA |
2 |
-99,06% |
|
EASTERN EUROPE |
663.619 |
-6,19% |
|
ISRAEL |
110.221 |
-5,70% |
|
TURKEY |
97.586 |
3,15% |
|
OTHER |
54.522 |
-11,36% |
|
DMASS All Comps. Total |
3.733.741 |
-8,42% |
Chairman Hermann Reiter concluded: “The European economy in 2025 remains resilient but faces increasing pressure from geopolitical tensions and global trade disruptions. This is particularly evident in the electronic components supply chain, which has become strained due to extended lead times, inventory volatility, and dependence on critical raw materials from Asia. Despite the fragmentation of global trade, the electronic components market remains deeply interconnected. Europe is responding with nearshoring strategies, supply chain diversification, and digital transparency measures. The rising demand for semiconductors, IoT devices, and AI applications continues to drive innovation, presenting growth opportunities even amid uncertainty. To remain competitive, Europe must more actively shape these global dynamics in a rapidly evolving electronics landscape.”
About DMASS:
DMASS Europe e.V., (until end of 2022 DMASS Ltd.) a European non-profit organisation, is the only industry body that collates detailed electronic components distribution market data on a quarterly basis by country and product groups such as Microcontrollers, Flash Memories, Analog components, Passives, Electromechanical products and many more.
DMASS was founded in 1989 and provides its members with a reliable statistical tool to evaluate their relative mass-market performance. The organisation consists of 40 active members in 2023 and represents between 80% and 85% of the total European distribution market, depending on the regions. To continuously increase its European market coverage, DMASS welcomes new membership applications from distributors and electronic components manufacturers.
Membership contact:
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Press Contact: |
|
DMASS Europe e.V.
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DMASS Statistics:
