Regional component design-in cycles are robust, with the Americas, Asia-Pacific, and EMEA all well above their respective 2020, 2021, and 2022 medians – further making the case for forthcoming demand as AI demand is now the new EV and PC/server upgrade cycles start to take hold, and smartphone demand is showing signs of life. However, the array of contradictory data reflects uncertainty in the economy and the electronics market, with temperamental macroeconomics and uneven inventory normalization. As a result, Supplyframe is advising buyers to keep a close eye on market developments and be prepared for unexpected twists as 2025 looms near.