Hardware Podcasts

BONUS - That SCOOPshow - Season 5, Episode 2 - Component Shortages with IPC's Chief Economist Shawn DuBravac

EMS@C-LEVEL · 28 Sept 2021 · 23m

What this episode covers

IPC Chief Economist Shawn DuBravac joins host Philip Stotton to analyze the historic component shortages and supply chain disruptions affecting the electronics manufacturing services (EMS) industry. DuBravac explains that strong demand for durable goods, combined with reduced air freight capacity and logistics bottlenecks, has created a 'historic aberration' in book-to-bill ratios and extended lead times by 8 weeks or more. The conversation covers the resulting pressure on profit margins, the strain on OEM-EMS relationships, and the industry's shift toward digital transformation and supply chain resilience to mitigate risks like stockpiling and counterfeit components.

Most relevant to

early-stage companies

Topics

Mentioned

Companies
IPC, Koh Young, Global Electronics Association, Apple, Nike

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