Quarterly Data
Raw Materials & Impacts
Changes in key raw materials for the electronics supply chain and impacts on product costs.
Copper (LME)
+46%
vs January 2025
90% of raw cabling
Gold (Spot)
+77%
vs January 2025
Chip contacts and connectors
Aluminum
+17%
global vs Jan 2025
USD/CNY (12M)
-5,23%
USD depreciates vs CNY
Equivalent to +cost for USD purchases
Impacts on PCBs and Industrial PCs
Custom Opto, PCBs and mechanics
PCB
PCBs are made up of 4-5% gold and 15-18% copper. According to the cost model, the DL PCB has already recorded a +10% increase by the end of 2025 and further increases are expected in 2026.
Industrial PC
Also impacted by rising DDR costs. IPCs have already seen a +20% cost increase by Jan 2026, with further significant increases expected in H2 2026 in line with the memory market trend.
Market notes
Custom Mechanics - Q1 2026
- Plastic. +6% top-down from SABIC in EU; APAC stable for H1.
- Aluminum. +17% globally vs Jan 2025, rising in APAC due to Chinese automotive boom.
- Brass. +7% globally vs Jan 2025 due to reliance on copper (+45%).
- Steel. +15% in APAC Q4 2025, further growth expected in 2026; -6% in EU due to flat automotive.
- Energy. +5% in VN, +6% in EU. Average global inflation +2%.
- VND/USD exchange rate. VND -4% vs USD, worsening the domestic Vietnamese market.