State of the Electronic Components Market: July 2025

Price softening rate slows while lead times are increasing

Lytica is the world’s only provider of electronic component spend analytics and risk intelligence using real customer data. As a result of our unique position in the marketplace, we’ve been able to work with 100+ customers in analyzing over $500 billion in electronics spend. We’ve curated up-to-date insights on the state of the electronic component market and will be sharing them with you each month.

Lytica’s component basket of goods used in our analysis is comprised of 165,000 electronic components across more than 30 categories, consisting of the most popular devices used by our customers. These indices are intended to show trends in the market. Individual component and BoM analysis is offered by Lytica as a service to our customers.

Decreasing Prices Continue for Sixth Consecutive Month in July

Component prices extended their downward trend in July, marking the sixth straight month of declines. The average drop of 0.67% still represents downward pricing pressure but the rate itself suggests some moderation from March (-1.55%), April (-1.45%), and June (-0.99%). Procurement teams are continuing to see sustained pricing leverage across a range of categories, reinforcing the favorable conditions that began taking shape earlier in the year.

The biggest drivers in this pricing readout include Power Discrete (down 3.37% month-to-month), Communication (down 2.49% month-to-month) and Processors (down 2.40% month-to-month). Commodity price decreases were more of a mixed bag in July as compared to June.

The commodities pushing upward against this trend include Clock / Timers (up 2.83% month-to-month), Optoelectronic (up 2.31% month-to-month), and RF/MW (up 1.70% month-to-month)

July Captures Top Spot For Largest Lead Time Increase of 2025

July recorded a sharp 17.75% increase in lead times, the largest jump of 2025. This comes after a 16.73% increase in June and could indicate potential problems ahead for the second half of the year if not resolved shortly.

Much like last month’s State of the Electronic Components Market report, virtually all commodities tracked saw an increase in lead times with Power Supply being the only exception. The main contributors to this month’s large increase were Relay & I/O Modules (up 27.84% month-to-month), Transistors (up 25.93% month-to-month), and Power (up 25.03% month-to-month). The only commodity pushing against the trend was Power & Supply (down 2.32% month-to-month).

Stock Availability Remains Steady in July at 92%

For the fourth consecutive month, stock availability has remained consistent at 92% available. This consistency continues the broader trend, suggesting that inventory positions remain healthy for buyers. Minimal changes were observed across the commodity categories compared to June, further reinforcing a stable supply environment. Those components leading the way from an availability perspective include Transistors (99% available), Standard Logic (99% available), Power (99% available), Optomechanical (99% available), Optoelectronic (99% available), and Linear (99% available).

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