🔎 Q1 2026 | Connectors and electronic components market

The latest Market Updates confirms that the market is entering a new phase of the cycle:

⚠️ Lead times are rising again across several product families

📦 Stock levels have bottomed out in Europe and restocking is already picking up pace

📈 Demand is exceeding forecasts for key projects

💸 Further price rises in 2026, driven by raw materials (gold, copper, silver) and logistics

🌍 Geopolitics is once again having a direct impact on lead times and costs, particularly on Asia–Europe routes

🚀 Growth is concentrated in: • IT & Datacom (AI, data centres)

• Defence
• Industry

🚗 The automotive sector is improving, but a strong recovery is expected in H2 2026

📌 Key message

We are returning to a scenario where anticipating demand and sharing forecasts with at least six months’ visibility makes the difference between meeting deadlines… or failing to do so.

👉 Are you already planning your projects with a medium-term outlook?