After an increase of 29% in 2024, a perspective is a drop of 1% in the first half of this year; The war between Israel and Iran could aggravate the painting, with the oil fired and the exchange rate, says Elettros
After reaching the growth of record sales in 2024, the electronic industry projects a braking for the first half of this year. The perspective is to end June with a drop of 1% of the number of units sold, after an advance of 29% in 2024, according to the National Association of Electro -electronic Products Producter (Electros).
The change of scenario, which surprised electronics producers, can worsen due to the entrance of the United States in the war against Iran, warns Estadão The president of Elettros José Jorge Native Jr.
Development can translate into higher costs and prices of the product due to the unloading of oil and the prospect of increasing the dollar, since many used components are imported.
“We are very worried about not having the recovery in the second half, for various reasons and this war scenario, of the global instability that can aggravate the economic conditions of the country and even industrial policy,” says the president of Elettros.
The second half is usually the best sales period for the sector due to important commercial dates, such as Black Friday and Natal.
The change of scenario of consumers takes place between the 18th edition of the main fair in the sector, Electolar Show, which takes place between this Monday, 23 and Thursday 26, in the District of Anhemb, in San Paolo.
There are more than 1,500 exhibition brands, which occupy 67 thousand square meters, almost double the previous edition. The intention is to anticipate the launches and bets of products for the next few months.
Chinese electroportis
The turning point of industrial sales performance in the sector, which appeared in the first quarter of this year, was caused by the electro -physician. These articles are responsible for the largest slice of the volumes sold (66%).
The sales of electro sports, which are a lower value and less products dependent on credit, have decreased by 6% compared to the same period of 2024. “There is an accumulation of detail securities”, observes Jr.
According to the executive, after the tariff war decreed by the President of the United States Donald Trump, China has sought new markets. With this, there was a large entrance of imported electricians, sold through E -Ecommerce and informal channels.
In addition, there is a unfair competition of imported articles, which reach the internal market without satisfying the mandatory standards for energy efficiency, safety and performance, executive stress.
The high interest rate of interest rates, today at 15% per year, and the warning scenario in consumer purchases, which is currently giving priority to the expenses of day by day, influenced by the topic of food, has compromised the marketing of products dependent on credit, in the analysis of the Electro.
Sales of refrigerators, stoves and slices, the white line so called, for example advanced only 1% in the first quarter and volumes sold of TV were practically stable, with an increase of only 0.3%, according to the entity.
The perspective is that electricity sales end the first semester with a retreat of 4%, while TV and the white line advance only by 1%and 2%, respectively.
Even the segment of air appliances, which was against the market, with a growth of 21% of sales between January and May 2025 compared to the same period of 2024, is threatened, according to Jr.
The government’s obligation to the producers of air conditioners to buy 15% of the compressors in the internal market, produced by a single industry, has hindered local production.
According to Netting, in view of the great question, this national producer does not have enough volumes to satisfy requests.
Interrupted intake
The reversal of electronic sales is already starting to have the first impacts on the sector. “We have reports from companies in air conditioning, the white line and the electricity that have stopped the admission processes,” says Jr. at the moment, the industry directly uses 250,000 workers.
“There was the possibility of increasing the number of jobs, considering the growth of consumption,” says the president of Elettros, observing that the layoffs are discarded. He claims that the industry invests a lot in the qualification of workers. “The dismissal is the last thing we try to do.”
Source: Terra
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