Pulse / Trends / Connectivity & Sensors
Connectivity & Sensors
Wireless modules, RF, crystals/oscillators, sensors, MEMS.
2 · Watch10–24 wks
Lead timesteadyPricingsteady
High consensus: Sources agree: broadly stable with pockets.Pulse Index
Lead-time range, Dec 2025 – Jul 2026
Monthly status
Why it's moving
Wi-Fi and Bluetooth modules show stable trends with selective sensor pockets tightening. RF backend capacity in Malaysia is the structural constraint to watch if demand steps up.
Backend capacity (MY/PH)
Assembly, test and packaging concentrate in Taiwan, China, Malaysia (~10–13% of OSAT) and the Philippines; backend congestion shows up as lead-time stretch even when wafers are available.AnySilicon: OSAT locations (2025)
Analyst read as of July 2026. Facts cited via the driver tags above; the interpretation is the analyst's own.
Month by month
- 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 |
|---|---|---|---|
| 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 — see methodology.