U.S. Manufacturing Backlogs Surge in September, Straining Component Lead Times
원래 게시됨: U.S. Manufacturing Activity Sustains Growth in September as Backlogs Surge
AI 개요
Surging factory backlogs and extended lead times require hardware teams to secure critical component allocations early to mitigate production delays.
According to the Institute for Supply Management (ISM), the U.S. manufacturing sector maintained expansion in September, with the Purchasing Managers' Index registering 54.5%. While overall output growth cooled slightly, demand indicators accelerated significantly. The new orders index rose to 55.3%, and the order backlog index jumped sharply to 56.4%, marking the fastest accumulation of unfilled orders since early in the year.
For hardware and component buyers, this backlog expansion directly translates to tightening capacity and growing friction across electronic supply chains. Computer and electronic products manufacturers reported notable increases in unfulfilled orders, compounding ongoing industry concerns regarding component availability, raw material price volatility, and creeping supplier delivery lead times.
Hardware procurement teams should closely monitor supplier delivery schedules and build additional buffer into component forecasting cycles. As factory queues lengthen and input costs face upward pressure, early placement of purchase orders and evaluating secondary source options will be critical to avoiding unexpected line-down risks.
질문 및 답변
The expansion was primarily driven by accelerating new orders and a significant accumulation of unfilled factory backlogs.
