Making the Right Connections: 150+ Page Connector & Sensor Primer (APH - TOP PIC

Research evidence excerpt

Making the Right Connections: 150+ Page Connector & Sensor Primer (APH - TOP PIC

Technology | IT Hardware & Networking

June 30, 2026

Amit Daryanani Making the Right Connections: 150+ Page

415-800-0185

amit.daryanani@evercoreisi.com Connector & Sensor Primer (APH - TOP

Irvin Liu PICK, TEL & ST- In Line)

415-800-0183 ALL YOU NEED TO KNOW: We are publishing our annual primer on

irvin.liu@evercoreisi.com

the connector and sensor markets, providing investors with a

Hannah Liu

comprehensive overview of industry structure, end markets, product 212-812-2905

hannah.liu@evercoreISI.com dynamics, secular trends, historical performance, and competitive

Victor Santiago landscape – with a detailed analysis on AI infrastructure opportunity +

212-653-9014 positioning. The connector market delivered a stronger-than-expected

Victor.Santiago@evercoreISI.com performance in CY25, growing ~14.7% y/y to ~$99.2B, significantly

Caden Dahl above prior estimates of ~7.9%. This reinforces the sector’s positioning

212-653-9034 as an attractive area within technology, supported by multiple secular

Caden.Dahl@evercoreisi.com tailwinds, diversified end-market exposure, ongoing industry

consolidation, and strong FCF generation. Looking into CY26 we

expect the industry to sustain the positive momentum seen in CY25

with key focus points on: 1) Continued strength in the IT and telecom

markets, where AI-driven infrastructure buildouts are increasing

connectivity content per system as data center racks become more

complex and critical; 2) Recovery in the industrial segment, supported

by robust tailwinds from energy transition investments and increasing

adoption of factory automation and robotics; and 3) Automotive market

contend with near-term headwinds, and growth remaining uneven