Excess capacity, lower material costs, and weakening PCB demand will continue to push prices down, with ASP declining substantially in H2, particularly for low-end conventional boards. Connector demand declined by 25% year-over-year for H1, and supplier book-to-bill ratios below 1:1 have translated into capacity utilization rates as low as 50%. With standard connector lead times now stable after dropping by 12% in Q2, conditions are ripe for price negotiations and cost savings.