NuAxiSemiconductor trade intelligence
European EMS downturn continues as modest recovery eyed for 2026
What happened
European EMS revenues declined ~7% in 2024, with zero/negative growth projected for 2025, following a post-pandemic correction. The downturn was uneven, with Western Europe down ~10% and Central/Eastern Europe down ~4%, excluding Foxconn's AI-driven revenues. 利空: Weak end-market demand for electronic components, particularly outside AI infrastructure, signals continued oversupply pressure for standard components.
Impact and signal
Low impactImpact score: 15/100
Affected components and suppliers
EMS Services
FoxconnFlex
demand-weaknessrevenue-declinemarket-concentration
Source and time
Source: Evertiq · 2/27/2026 · View original source
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