📊Executive Summary

The Sourcengine Q1 2023 Lead Time Report reveals significant trends affecting the electronics supply chain, including raw material shortages leading to price increases across various component markets. Despite a decline in demand, many chipmakers, including Samsung and Intel, have raised prices by 5% to 10% due to ongoing supply constraints. Automotive components are particularly impacted, with expected price hikes of 5% to 10% and vehicle costs projected to rise by 11% in 2023. The report highlights that certain passive components from Epcos/TDK are facing allocation issues and price increases, while Molex connectors remain on allocation due to raw material shortages. Overall, the report indicates that the supply chain is still grappling with the aftermath of previous shortages and excess inventory, with stabilization expected in 2024....