Top 50 Global Electronic Component Distributors Revenue Ranking for 2024

The 2024 global ranking of electronic component distributors by revenue shows a divided landscape under the influence of geopolitical and market fluctuations. WT Microelectronics leads with $30.165 billion in revenue, driven by AI-related business, with a 167% surge in data center and server business revenue boosting overall performance. Arrow Electronics ranks second with $27.923 billion, down 15.66% year-on-year, with negative growth in its global components division across all regions. WPG Holdings and Avnet rank third and fourth with revenues of $27.685 billion and $22.484 billion respectively, with WPG experiencing a 31.06% increase and Avnet experiencing a 12.21% decrease. Supreme Electronics, Macnica Holdings, CEC Port, and Techtronics have revenues between $4 billion and $8 billion, ranking fifth to eighth. RS Group plc and Restar Holdings tie for ninth place with revenues of $3.721 billion each. Overall, the total revenue of the top 50 distributors worldwide in 2024 is $200.811 billion, up 14.58% from 2023. Eighty percent of distributors achieved positive growth, mainly in the Greater China region, while some distributors in Europe, America, and Japan still experienced negative growth. Looking ahead, the semiconductor distribution industry is expected to face new development opportunities with the continuous growth of the AI and memory chip markets, as well as the recovery of the automotive and industrial chip markets.

• TI has seen a long-term sluggishness in its overall market demand, but there are signs of a recent recovery. In April, affected by the tariff disputes, most of TI’s end-factories took a wait-and-see attitude and the manufacturer’s shipping speed was also slowed down. As the tariff issue has been eased recently, the market expects a demand recovery in June.

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• ADI's performance in the second quarter of 2025 showed a strong recovery, driven particularly by the automotive and industrial sectors. The application of generative AI could also fuel future growth. However, it is important to monitor whether the industry's inventory adjustment has fully concluded and to keep an eye on the competitive landscape.
• At the end of April, there were reports that counter-tariffs would continue to be imposed on ICs originating from the US, except for memory ICs, while other IC products from the US would be exempted from these tariffs. Since then, ADI's prices have gradually declined and returned to normal levels. Now that the counter-tariffs have been officially lifted, although prices for some out-of-stock models remain high, the prices of regular materials have generally stabilized.
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• In May, Intel's server product series experienced supply constraints due to capacity adjustments at the original factory. Specifically, third-generation server CPUs, such as models 4314, 4316, 6326, and 8358P, faced severe shortages without a stable delivery schedule. As a result, prices for these products surged significantly. The rapid price increases and unstable supply led to a noticeable decline in customer purchasing intentions, with most customers adopting a wait-and-see attitude.
• On May 19th, at Computex 2025, Intel unveiled new graphics processing units (GPUs) and AI accelerators for professionals and developers. The new products include the Intel® Arc™ Pro B series GPUs, Intel® Gaudi 3 AI accelerators, and the Intel Xeon 6 series AI CPUs.
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• In May, NXP's supply shortages are concentrated in the MCIMX series and automotive-grade MCUs.
• NXP's demand in May decreased by approximately 10% compared to the previous month. The demand is primarily focused on automotive components, such as automotive-grade MCUs and radar chips. The market for general-purpose components is relatively weak, with prices at a low level.
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• In May, demand for Broadcom's AI products showed a weakening trend, with a focus on the BCM5 and SX series.
• In the AI sector, market enthusiasm has cooled due to increased shipments from Broadcom recently. Traditional server materials indicate strong demand in the traditional server market, with prices for the SX series continuing to rise, such as models sx03, sx05, sx06, sx07, ss05, ss6, and ss06. Although the traditional communication sector still faces pressure, market expectations are diverging, with some suppliers remaining optimistic about future demand, leading to complex structural changes in the market.
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• ST remains in a deep adjustment phase in May 2025, yet structural opportunities are emerging: short-term reliance on cost control (layoffs/plant closures) to weather the downturn, mid-term bets on vertical integration of SiC and localizing Asian production capacity, and long-term benefits from the recovery of industrial/automotive chips and breakthroughs in advanced processes. Investors should monitor Q2 inventory reduction progress and geopolitical policy risks, with solid technical layouts in SiC and edge AI potentially rebounding first.
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• Infineon's analog and memory device prices are stable, with lead times shortening; discrete device lead times and prices are also stabilizing.
• Lead times for Infineon's industrial materials are extending, with potential shortages, such as the IKW and IDW series.
• Materials for AI-powered computers and servers are in tight supply; the IR and PXE series are particularly popular, posing risks of extended lead times for server power supply models due to high demand.
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• Popular series in May: Some Atmel MCUs.
• Microchip's demand in May remained essentially flat compared to the previous month, with overall demand still in a sluggish state. The market inventory is relatively sufficient, but inventory levels have noticeably decreased. The lead times for many materials, including MCUs, have been reduced to around 6 weeks. Ethernet product lead times have also been shortened.
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• Recently, customer inquiries have been focused on: 1. Power modules 2. Interfaces 3. Power management.
• Demand for ONSEMI is weak, with increased demand for discontinued models. Opportunities for PPV are reduced compared to spot purchases. Most demands are concentrated on common material models, and the market inventory is relatively ample.
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• In May, major memory manufacturers Samsung, SK Hynix, and Micron announced the cessation of production for older process DDR4, which will gradually reduce the market supply of DDR4. Concurrently, the main production capacity for DDR5 is shifting towards higher value-added HBM (High Bandwidth Memory), leading to a decrease in the original inventory of DDR5 and driving up its prices. This contraction on the supply side is a significant driver of price increases. Subsequently, the price increase has been transmitted to the spot market, with spot prices rising strongly across the board, especially for DDR4 chips, which are in tight supply and have seen their prices soar. Specifically, DDR4 prices have risen by a double-digit percentage on average, while DDR5 prices have increased by a single-digit percentage. Additionally, due to the supply-demand imbalance of LPDDR4X, memory manufacturers have taken the opportunity to significantly raise their quotes, and the transaction prices in May have at least doubled compared to those in March.
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The DRAM market is facing a shortage, with prices strongly increasing;

low-power DRAM arrivals are minimal, leading to price hikes

Following Samsung and SK Hynix's announcements of discontinuing DDR4 production, Micron also joined in declaring a halt to older process DDR4, prompting these major manufacturers to almost simultaneously announce price increases for DDR4. Nanya has also followed suit with price increases this month. Overall, the DRAM market has warmed up, and a new round of panic buying has quietly begun. For spot DRAM chips, both DDR3 and DDR4 have seen price increases as factory customers become more active in purchasing. Coupled with the original manufacturers' intention to control supply and drive market price increases, the market supply has become very tight. Low-power DRAM arrivals are extremely limited, resulting in significant price recovery. In 2025, HBM3e is expected to replace HBM3 as the mainstream product, with the three major original manufacturers focusing on achieving stable mass production of high-value memory like HBM.

Samsung EMMC prices have slightly adjusted, while Kioxia remains stable, with shortages and price increases occurring simultaneously; Winbond and Macronix NOR FLASH lead times have lengthened

In the EMMC FLASH sector, Samsung prices have slightly dropped recently, yet demand remains strong, with active market transactions for 4GB, 8GB, and 16GB capacities. For Kioxia, as demand increases, spot availability is fast, and prices remain high. SanDisk has also adjusted prices accordingly; it is recommended to secure orders to avoid rising costs and extended lead times. Further price increases are anticipated, so continued attention to these products is advisable. Winbond FLASH lead times have extended due to a surge in demand, particularly for 16M, 128M, 256M, and 512M NOR flash, with lead times stretching to 8-10 weeks. The company has hinted at a price increase across the board, with an expected 10-15% rise for NOR flash and DDR also potentially facing a price hike. Current market prices have already risen, with specific increases to be seen in June's official pricing. Macronix's prices are relatively stable, and can be negotiated for confirmed orders, although lead times have lengthened.

DDR4 Modules are approaching discontinuation, with a resurgence in demand from key customers,

and continued attention is needed regarding AI-related server demand

Following announcements of DDR4 discontinuation by original manufacturers, both PC and server DDR4 have seen strong price increases due to a very tight supply in the market and increased demand from key customers, leading to relatively active transactions. The demand for DDR4 RDIMM 32GB 3200 has been robust recently, with nearly all available stock being quickly purchased, with prices around $105-110; DDR4 RDIMM 64GB prices have also risen in tandem, with increased demand and active transactions. For Server DDR5, demand has increased, and prices have remained relatively stable, but overall arrivals are still limited, and it is advisable to continue monitoring the situation.

In May, high-capacity HDDs continued to face supply shortages. Seagate's 20TB SATA drives are expected to see a price increase from $305 to $310. Recently, there has been a significant surge in demand for 2TB and 1TB drives, with substantial market transactions. The WD20EZBX model has sold out through agents, with market prices around $50.

Overall, the supply of the third generation is quite tight, the fourth generation is relatively tight, while the fifth and sixth generations are much more available. The price of the third-generation CPUs has risen significantly, and the delivery schedule has become uncertain. The market price of the 4314 CPU has already increased to $780, with no delivery schedule in sight. Additionally, the rise in prices of lower-end CPUs has also driven up the prices of fourth-generation CPUs.

Overall, the prices of single pieces chips have stabilized this week. Our company's demand this week is primarily focused on the 12th generation, and we are also seeking some EOL models, such as the i7-7700. Intel's pricing is more favorable compared to AMD's.

In May, the graphics card market overall showed a dynamic shift between old and new products, with fluctuating supply and demand. The RTX 40 series is accelerating inventory clearance, with the RTX 4060TI and 4060 nearly sold out, experiencing price fluctuations and declines due to the impact of the RTX 50 series, though some inventory remains to be absorbed. The RTX 50 series has become the market focus; despite limited initial shipments of the RTX 5060 series, supplies will gradually increase. The overall supply is less than demand, prices are stable with room for premium; on the AMD side, the RX 9070XT and GRE series have limited online resources but offer premium potential. The new RX 9060XT will officially launch at the beginning of June, with market performance yet to be observed. The 5090 is currently in a state of oversupply, with prices plummeting and sellers clearing inventory at a loss. However, according to relevant reports and market feedback, as future large-scale project demands kick off and NVIDIA adjusts its product supply priorities, the 5090 may subsequently face shortages and price increases.

HBM Reshapes the DRAM Market Landscape, DRAM Market Share Rankings in Q1 2025

In Q1 2025, the global DRAM market size increased by 42.5% year-on-year to $26.729 billion, but decreased by 8.5% quarter-on-quarter. SK Hynix, leveraging its strength in the HBM sector, overtook Samsung for the first time with a 36.7% market share, becoming the global DRAM market leader. Samsung's DRAM sales decreased by 17% quarter-on-quarter due to poor HBM sales, reducing its market share to 35.6%. Micron ranked third with sales of $6.123 billion and a 22.9% market share. Nanya Technology and Winbond Electronics achieved sequential growth of 8.5% and 8.8%, respectively. HBM is rapidly reshaping the DRAM industry landscape, with its market penetration rate jumping from 9% in 2023 to 18% in 2024, and is expected to exceed 30% in 2025, becoming the core engine of DRAM value migration.

SK Hynix DRAM Prices Increase by 12%

Recently, SK Hynix has seen a significant rise in DRAM prices, with consumer-grade DRAM chip prices increasing by approximately 12%. The fixed transaction price for general-purpose DRAM DDR4 8Gb products used in personal computers has risen by 22.22% compared to March, and there are plans to increase DDR5 DRAM prices by 15%-20%. This is mainly driven by an imbalance in supply and demand, cost factors, and industry strategy adjustments. On the demand side, influenced by US policies, large enterprises are accelerating their procurement, and the development of cloud computing and other areas is driving long-term demand growth. On the supply side, structural adjustments in capacity by manufacturers like Samsung, along with market rumors, are exacerbating supply tightness. Global supply chain tensions and geopolitical costs are pushing prices upward. To seize market opportunities, SK Hynix is reducing its production capacity for general-purpose DRAM. This price increase indicates a shift in DRAM market price trends for the semiconductor industry, prompting manufacturers to adjust their capacity layouts. For downstream industries, it increases production costs, which may suppress consumer purchasing intentions and affect the survival and development of related enterprises. In the short term, DRAM chip prices are expected to remain high, but there are still many uncertainties in the future market.

Tight Supply of Consumer DRAM Resources, Price Increases for DDR4 and Low-Capacity LPDDR4X

Recently, the memory spot market has experienced a tight supply of DRAM resources, especially the price of DDR4 and low-capacity LPDDR4X has increased. Since the original memory manufacturers announced production cuts or shifts from DDR4 and LPDDR4X, significant adjustments in capacity have been made. Mobile customers and PC OEMs have reduced inventory levels, and some end customers are replenishing stocks, driving up prices. On the original manufacturer side, Samsung, SK Hynix, and others have seen their storage business revenues drop by more than 10% quarter-on-quarter in Q1. Seasonal weakness in traditional consumer end markets has led to declines in prices and sales volumes for some DRAM and NAND products. However, some manufacturers are optimistic about Q2, expecting a quarter-on-quarter increase in DRAM and NAND bit shipments.

Kioxia Releases Latest Financial Report: Annual Revenue and Net Profit Hit Historical Highs

On the 15th, Kioxia announced its financial results for the previous fiscal year (April 2024 to March 2025) after the market close in Japan: due to the widespread adoption of AI and strong sales of data center memory, the consolidated revenue surged by 58.5% to 1.7065 trillion yen, turning the operating loss of 252.7 billion yen in the previous fiscal year (2023) into a profit of 451.7 billion yen, and turning the net loss of 243.7 billion yen into a net profit of 272.3 billion yen, setting historical records for both revenue and profit. Looking specifically at the last quarter (January to March 2025), Kioxia's consolidated revenue increased by 7.8% year-on-year to 347.1 billion yen, marking the fifth consecutive quarter of growth; the operating profit shrank by 15.5% year-on-year to 37.1 billion yen, with the core business showing a profit for the fifth consecutive quarter; the net profit surged by 97.1% year-on-year to 20.3 billion yen, with the company making money for the fifth consecutive quarter. Kioxia noted that due to current low demand, it expects revenue and profits to decline in the current quarter (April-June), with market conditions expected to recover after July-September 2025.

HBM4 New Standards Raise Manufacturing Barriers, Anticipated Price Premium Over 30%

According to research by TrendForce, the development of HBM4 technology is driven by the demand for AI servers. The manufacturing threshold has increased due to the rise in I/O counts and complex chip design, leading to higher costs, with an expected price premium of over 30%. Compared to HBM3e, HBM4 doubles the I/O count from 1024 to 2048, maintains a data transfer rate above 8.0Gbps, and doubles the data transfer volume. SK Hynix and Samsung's HBM4 uses a logic chip architecture that integrates HBM with SoC functions to enhance data transfer speed and stability. In 2026, the total shipment of the HBM market is expected to exceed 30 billion Gb, with the market share of HBM4 increasing quarter by quarter, anticipated to surpass HBM3e and become the mainstream in the second half of the year.