Pulse / Trends / Connectivity & Sensors
Connectivity & Sensors
Wireless modules, RF, crystals/oscillators, sensors, MEMS.
Lead-time range, Dec 2025 – Oct 2026 Reading the chartsThe shaded band is the lead-time range in weeks; the line is its midpoint. A red triangle marks an open-ended “52+” month.
The colored strip shows each month’s status. Gaps are months the category wasn’t reported.
Numbered dots are dated market events. They are listed under the chart on each category page.
The shaded band is the lead-time range in weeks; the line is its midpoint. A red triangle marks an open-ended “52+” month.
The colored strip shows each month’s status. Gaps are months the category wasn’t reported.
Numbered dots are dated market events. They are listed under the chart on each category page.
Monthly status Status scale1 Stable: normal lead times, predictable supply.
2 Watch: early signals such as rising prices or stretching in some families. Monitor.
3 Alert: lead times stretching or selective allocation. Check exposed parts on your BOM.
4 Critical: broad allocation or severe extension. Plan around constraint.
The status is the analyst’s judgment, informed by the sources. It is not a formula.
Full methodology →
1 Stable: normal lead times, predictable supply.
2 Watch: early signals such as rising prices or stretching in some families. Monitor.
3 Alert: lead times stretching or selective allocation. Check exposed parts on your BOM.
4 Critical: broad allocation or severe extension. Plan around constraint.
The status is the analyst’s judgment, informed by the sources. It is not a formula.
Full methodology →Month by month
- Oct 20262 · WatchConnectivity and sensors remain BOM-specific.
- Sep 20262 · WatchConnectivity and sensors remain BOM-specific.
- Aug 20262 · WatchCapacity-limited, plan long term.
- Jul 20262 · WatchStable until a May sensor spike, then selective watch.
- Jun 20262 · WatchSensors on selective upward movement.
- May 20262 · WatchA May sensor spike moved the category to selective watch.
- Apr 20261 · StableCompletely stable.
- Mar 20261 · StableCompletely stable.
- Feb 20262 · WatchWi-Fi and Bluetooth modules show stable trends, though specialty sensors may see selective adjustments; tariff-driven pricing pressure.
- Jan 20261 · StableResilient supply; pricing pressures re-emerging on tariffs and raw materials.
- Dec 20251 · StableResilient supply: Wi-Fi and Bluetooth modules show stable trends, though specialty sensors may see selective adjustments.
Data table
| Month | Status | Lead time | Pulse Index |
|---|---|---|---|
| Oct 2026 | 2 · Watch | 18–36 wks | — |
| Sep 2026 | 2 · Watch | 16–36 wks | — |
| Aug 2026 | 2 · Watch | 12–36 wks | — |
| Jul 2026 | 2 · Watch | 10–24 wks | — |
| Jun 2026 | 2 · Watch | 10–24 wks | — |
| May 2026 | 2 · Watch | 10–24 wks | — |
| Apr 2026 | 1 · Stable | — | — |
| Mar 2026 | 1 · Stable | — | — |
| Feb 2026 | 2 · Watch | — | — |
| Jan 2026 | 1 · Stable | — | — |
| Dec 2025 | 1 · Stable | — | — |
Latest reading synthesized from: Future Electronics Market Conditions Report · TTI Lead Time Trends · Sourceability Lead Time Report — see methodology.