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Global Category Intelligence
Q2 2025
Global Category Intelligence
Q2 2025
Monthly Market Intelligence Newsletter - Insights
MARKET INTELLIGENCE INSIGHTS
CATEGORY INTELLIGENCE
Electricity demand is expected to rise 4% annually through 2027, driven by the growth of AI and data centers. Renewables are projected to increase as fossil fuels decline to 73% by 2030. Logistics faces freight disruptions, while IT sees increased demand for AI hardware. Use long-term contracts and technology investments to navigate volatility through Q4 2025.
ELECTRONIC COMMODITIES INTELLIGENCE
Global trade uncertainties continue to impact the electronics industry, particularly with shifting tariffs. Chinese suppliers are gaining domestic market share under the "China for China" strategy, while steady AI and data center investments drive market demand. Factory ramp-up times have extended to 13 weeks, with multi-source factories operating at 60-70% capacity. These dynamics and unstable demand pose a risk of pushing the market back into constraints.
MECHANICALS+ INTELLIGENCE
Tariffs on metals and resins increase costs for cables and batteries, with EV battery sales projected to grow at a 20% CAGR through 2030. Displays will reach USD 121 billion in 2025, driven by advancements in OLED technology. US tariffs may disrupt supply chains, so diversify sourcing and secure contracts to manage cost increases.
SUB-SECTOR MARKET REPORTS
Jabil’s new Sector Market Reports help you navigate today’s volatile economy. Our first two reports —Satellite Communications and Medical Devices — are now available for purchase. They provide insights into market trends, technology, supply chain risks, and opportunities from experts across more than 30 countries.
We encourage you to purchase these reports and gain access to the strategic insights needed to stay ahead in your industry. More sector reports are coming soon, covering additional in-demand markets to support your decision-making further. Contact our team today to secure your copies and leverage Jabil’s global expertise for your organization’s success.
Thank you for your continued support. We’re committed to delivering the insights you need to succeed. Have questions or need tailored guidance?
Email MarketIntelligence@Jabil.com to schedule a one-on-one consultation with our team. We’d be happy to help you optimize your Q2 strategies.
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