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Jabil's Global Mechanicals Intelligence Archive
Global Mechanicals Intelligence
Q1 2025 | JANUARY - MARCH
Jabil's Global Mechanicals Intelligence Archive
Global Mechanicals Intelligence
Q1 2025 | JANUARY - MARCH
Executive Summary
Welcome to the Q1 edition of the Global Mechanical and Subassemblies report.
As we enter the first quarter of the year 2025, the global economy continues to experience moderate growth amid challenges such as trade barriers, tariff impacts due to geopolitical tensions, and rising raw material costs. To navigate market volatility, supply chain efforts should prioritize enhancing resilience.
The industrial sectors across the "Mechanicals" ecosystem are generally experiencing growth driven by technological advancements and increasing demand.
Key trends covered in this report include:
- Batteries: Batteries are expanding due to electric vehicles and renewable energy while the trade barriers between the US and China can potentially pose certain supply chain challenges.
- Cables: Cables are growing with telecommunications and the increasing use of AI across industries. However, a likely increase in copper prices will concern the cable manufacturers.
- Die Cutting: Stable demand and innovations in automation are improving efficiency, yet material cost remains a challenge.
- Displays: Displays have a stable demand, with Chinese LCD panel makers increasing their production to compete with OLED panels.
- Metals: Volatile market with strong demand for specific metals and challenges from geopolitical tensions and supply chain issues.
- Optical Lenses: Steady growth with technological innovations enhances performance but deals with material and efficiency challenges.
- Packaging: Achieving sustainability with increasing demand for innovative solutions while facing raw material and supply chain disruptions.
- Power Supplies: Power supply demand is growing due to advancements in efficiency and renewable energy needs, amidst the raw materials supply chain constraints.
- Resins: Diverse sustainability applications face cost and environmental regulation challenges. Each sector is navigating its unique opportunities and challenges in the market, shaped by broader trends and technological advancements.
The Jabil Commodity Management team constantly monitors these markets and supports our partnership network to help ensure supply continuity and cost efficiency. Our global team is happy to address any questions or queries about the report. Feel free to reach out to us.
Yours sincerely,
Keith Lapinski
VP, Supply Chain
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