ADVANCED ANALYTICS + ANALYSIS SOURCES
Commodity IQ provides unmatched visibility into over $140 billion in annual commodity spend, with forward-looking decision support powered by the Supplyframe Design-to-Source Intelligence (DSI) Network.
Supply chain and sourcing teams use Commodity IQ to achieve immediate and ongoing cost savings by gaining a deeper understanding of trends impacting component availability in key markets across the global electronics ecosystem. This enables better strategic planning and assurance of supply.
Contextual and operational analysis is derived from hundreds of collective years of internal Supplyframe commodity procurement, new production introduction, supplier, EMS provider, and overall supply chain expertise. Importantly, Commodity IQ intelligence is informed by direct and regular exchanges of strategic and day-to-day perspectives from long-standing relationships with:
- Electronic component manufacturers,
- Original equipment manufacturers,
- EMS providers,
- Electronic component distributors, and
- Electronics and related industry partners.
SUPPLYFRAME DSI NETWORK
The Supplyframe Design-to-Source Intelligence (DSI) Network spans over 12 million global sourcing and engineering professionals who engage with our vertical search engines and web properties, including:
- Electronics industry publications – like EEFOCUS in China,
- Inventory, lead time, and price aggregation analytics engines – such as Findchips,
- Component ECAD model search and fulfillment engines – including Component Search Engine, and
- Component datasheet search and fulfillment engines – like Datasheet Archive.
Daily activity across the DSI Network generates billions of data points surrounding supply, demand, risk, and other key factors that Supplyframe uses to generate our unique insights within Commodity IQ and other industry-leading solutions.
COMPONENT ENGINEERING MODEL SYNDICATION
Supplyframe’s SamacSys ECAD models have become the de facto industry standard. Millions of engineers in partner ecosystems can access our 2D and 3D models, symbols, and footprints through hundreds of partnerships with component manufacturers, distributors, and EDA tool providers. Rapid new-model creation and availability of these design assets have led to widespread industry adoption, allowing Commodity IQ clients to understand active design cycles better.
ELECTRONIC COMPONENT MANUFACTURERS
Supplyframe’s connections with component manufacturers are key factors in our 20+ years of success serving the entire electronics value chain. We have built valuable strategic partnerships with industry leaders like Molex and other major players in semiconductor, passive, interconnect, and electromechanical device manufacturing. Our constant dialogue with these stakeholders both validates and expands Commodity IQ insights into market trends and dynamics that translate to more profitable sourcing and procurement decisions.
EMS PROVIDERS
Supplyframe has strong relationships with leading global EMS providers like Jabil, with whom Supplyframe develops unique insights. This partnership and its focus on recasting component sourcing and procurement ensures that short-term wins are not at the expense of long-term needs while also showcasing the value enterprises receive from investing in third-party, real-time predictive analytics and demand-forecasting solutions.
ELECTRONIC COMPONENT DISTRIBUTORS
Supplyframe has relationships with all globally authorized electronic distributors. Much like our partnerships with component manufacturers and EMS providers, leveraging regular input from high-level roles within distributor organizations to inform Commodity IQ insights and provide visibility into electronics supply chains that cannot be found anywhere else.
ADDITIONAL ELECTRONICS AND RELATED INDUSTRY PARTNERS
Commodity IQ is also informed by a variety of important electronics and adjacent industry partners. From economics and raw material inputs to capacities and production process technologies and original equipment manufacturers – the Commodity IQ team consistently engages with these partners to factor additional inputs into the commodity intelligence solution. A sample listing includes but is not limited to:
- Electronics industry associations and bodies – such as ECIA, SEMI, and WSTS.
- Economists and economics bureaus – like the U.S. Federal Reserve Board, IMF, and Eurostat.
- Electronics industry analysts – including those from Omdia, Yole Group, and Informa.
- Raw material and input commodity experts – for example, chemicals, resins, and logistics.
- Electronics and related industry data partners – such as Accuris (formerly IHS) and MetalMiner.
- Individual industry and mainstream journalists – like those from EPSNews and Bloomberg.
SUPPLY CHAIN DIMENSIONS
Electronic components and related commodities are developed and continuously updated with inputs from industry professionals, including category/commodity, procurement, and supply chain leadership, and finalized by integrating Supplyframe analytical indicators and operational analysis.
The Commodity IQ Market Dynamics Forecast assesses and offers a four-quarter rolling forecast from a sourcing perspective across the crucial dimensions of demand, supply, capacity, and price. Users can also access commodity-specific indicators contributing to wider market trends within these dimensions.
DEMAND
Analyzes and forecasts in-market demand based on Commodity IQ analytics and with inputs from supply chain practitioners.
| DECLINING DEMAND | |
| STABLE DEMAND | |
| RISING DEMAND |
LEAD TIME
Provides the current and future state of supply, including demand, capacity, and utilization factors.
| DECLINING/NO CONSTRAINTS | |
| STABLE/SOME CONSTRAINTS | |
| RISING/SEVERE CONSTRAINTS |
PRICE
Includes pricing specifics, change factors, and forecast rationale.
| DECLINING/FLEXIBLE | |
| STABLE PRICING | |
| RISING/INFLEXIBLE |
ELECTRONICS SUPPLY CHAIN INDICATORS
In combination with qualitative analysis and prescriptive sourcing guidance, Commodity IQ presents historical, current, and forecasted indexes for demand, pricing, lead time, inventory, and design across all dimensions within the major component commodity groups. Index baselines are set to a base year value of 100, with values above indicating expansion and below contraction.
FORECASTING AND ACCURACY
Commodity IQ indexes are forecast based on the average historical month-on-month rate of change over 36 months. Indexes are presented with prediction intervals alongside forecasted values, providing the user with an essential view to aid decision-makers in proactively assessing the risks and opportunities associated with future outcomes and planning. Forecast confidence for indexes is 95% within the (upper and lower) prediction intervals.
Commodity IQ indexes have three-to-six-month forecasts overlaid with the prior six-month forecasts against actuals to highlight the absolute mean accuracy rate of over 90% for all five electronic component supply chain indicators.
DEMAND INDEX
Sourcing and demand activities across millions of commodity parts.
LEAD TIME INDEX
Normalized lead times from distributors and component manufacturers.
LEAD TIME WEEKS TREND
Share of high-volume, contracted lead times by weeks.
INVENTORY INDEX
Inventory levels and trends for distributors and component manufacturers.
PRICE INDEX
Derived from observed distribution and component manufacturer price trends.
DESIGN INDEX
A leading indicator of demand, including engineering design cycle patterns, EDA activities, and technical downloads.
INDEX BASELINES
All Commodity IQ indexes have 100 as the baseline. Index values above the baseline indicate an increase, while those below signal a decrease.
INDEX CALCULATIONS
Commodity IQ indexes display the following calculations below the index charts:
- Month-On-Month
- Quarter-On-Quarter
- Year-On-Year
- QoQ Forecast (Quarter over Quarter Growth Calculation):
QoQ Forecast displays the projected percentage change between the current quarter and the upcoming forecast quarter.
TOP MPNS
Manufacturer part numbers with the highest procurement activity demand.
COMMODITY IQ BATTERIES AND METALS PRICING
Global lithium-ion battery chemistry price indexes also utilize the pre-pandemic baseline of 100. Critical battery materials pricing is presented by region and updated daily, as are global raw and precious metals pricing views. Battery indexes, critical battery materials, and raw and precious metals include long-term (365-day) and short-term (30-day) forecasts, updated quarterly and monthly.
Commodity IQ battery and metal pricing forecasts have an absolute mean accuracy rate of 97%.