Outlook for the Electronics Industry 2026
Looking back at 2025, the electronics industry was characterized by sharp divergences across geographic and market sectors. Anything connected to AI has seen explosive growth, from chip manufacturing to servers, whilst more mainstream industrial electronics has been fairly lackluster. From a geographical perspective, the US has remained strong, and whilst in Asia the picture is a bit more nuanced, China’s export machine is working at full tilt, supported by state subsidies and incentives and arguably a deliberately devalued currency.











