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

- Show: [EMS@C-LEVEL](https://hardwarepodcasts.com/podcast/ems-c-level)
- Published: 2021-09-28
- Length: 23m
- Page: https://hardwarepodcasts.com/podcast/ems-c-level/2021-09-28-bonus-that-scoopshow-season-5-episode-2-component-shortages-with-ipcs-chief-econ

## Summary

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.

## Chapters

- [0:06](https://hardwarepodcasts.com/podcast/ems-c-level/2021-09-28-bonus-that-scoopshow-season-5-episode-2-component-shortages-with-ipcs-chief-econ#t=6) Introduction: Philip Stotton and Shawn DuBravac on Supply Chain Disruptions
- [0:39](https://hardwarepodcasts.com/podcast/ems-c-level/2021-09-28-bonus-that-scoopshow-season-5-episode-2-component-shortages-with-ipcs-chief-econ#t=39) Root Causes: Strong Demand, Air Freight Cuts, and Logistics Bottlenecks
- [3:59](https://hardwarepodcasts.com/podcast/ems-c-level/2021-09-28-bonus-that-scoopshow-season-5-episode-2-component-shortages-with-ipcs-chief-econ#t=239) Impact on EMS: Skewed Book-to-Bill, Extended Lead Times, and Margin Pressure
- [7:43](https://hardwarepodcasts.com/podcast/ems-c-level/2021-09-28-bonus-that-scoopshow-season-5-episode-2-component-shortages-with-ipcs-chief-econ#t=463) OEM-EMS Relationships: Renegotiating Contracts and Passing on Costs
- [9:50](https://hardwarepodcasts.com/podcast/ems-c-level/2021-09-28-bonus-that-scoopshow-season-5-episode-2-component-shortages-with-ipcs-chief-econ#t=590) Mitigation Strategies: Respins, Packaging Changes, and Broker Market Risks
- [12:52](https://hardwarepodcasts.com/podcast/ems-c-level/2021-09-28-bonus-that-scoopshow-season-5-episode-2-component-shortages-with-ipcs-chief-econ#t=772) Timeline and Outlook: When Will Shortages Ease and How?
- [16:04](https://hardwarepodcasts.com/podcast/ems-c-level/2021-09-28-bonus-that-scoopshow-season-5-episode-2-component-shortages-with-ipcs-chief-econ#t=964) Inventory Management: Avoiding Overhang and Low Stock Levels
- [18:21](https://hardwarepodcasts.com/podcast/ems-c-level/2021-09-28-bonus-that-scoopshow-season-5-episode-2-component-shortages-with-ipcs-chief-econ#t=1101) Digital Transformation: The Need for Visibility and Factory Connectivity
- [20:28](https://hardwarepodcasts.com/podcast/ems-c-level/2021-09-28-bonus-that-scoopshow-season-5-episode-2-component-shortages-with-ipcs-chief-econ#t=1228) Fundamental Faults: Labor Shortages, Localization, and Supply Chain Reconfiguration

## Topics

- [Sourcing & supply chain](https://hardwarepodcasts.com/topic/sourcing-and-supply-chain)
- [Pricing, margins & unit economics](https://hardwarepodcasts.com/topic/pricing-and-unit-economics)
- [Manufacturing partners & offshoring](https://hardwarepodcasts.com/topic/manufacturing-partners)
- [Factory operations & automation](https://hardwarepodcasts.com/topic/factory-operations)
- [Hiring & workforce](https://hardwarepodcasts.com/topic/hiring-and-workforce)

## Most relevant to

early-stage companies

## Mentioned

- IPC (company)
- Koh Young (company)
- Global Electronics Association (company)
- Apple (company)
- Nike (company)

## Related episodes from other shows

- [Chip Shortage Denier](https://hardwarepodcasts.com/podcast/the-amp-hour/2021-05-10-chip-shortage-denier) (The Amp Hour)
- [Ep. 35 | The Impact of Chip Shortages on the Electronics Industry](https://hardwarepodcasts.com/podcast/moores-lobby/2021-10-19-ep-35-the-impact-of-chip-shortages-on-the-electronics-industry) (Moore's Lobby)
- [Passing Storm or New Normal? How Should We Think of Today's Electronics Supply Chain?](https://hardwarepodcasts.com/podcast/moores-lobby/2022-11-22-passing-storm-or-new-normal-how-should-we-think-of-todays-electronics-supply-cha) (Moore's Lobby)
- [Ep. 15 | The Emergence of the Virtual Supply Chain in a COVID-19 World](https://hardwarepodcasts.com/podcast/moores-lobby/2020-12-17-ep-15-the-emergence-of-the-virtual-supply-chain-in-a-covid-19-world) (Moore's Lobby)
- [What's In A Name?](https://hardwarepodcasts.com/podcast/the-amp-hour/2010-08-07-whats-in-a-name) (The Amp Hour)

## Citing this page

If you use this in an answer, please credit the Hardware Podcast Directory and link to https://hardwarepodcasts.com/podcast/ems-c-level/2021-09-28-bonus-that-scoopshow-season-5-episode-2-component-shortages-with-ipcs-chief-econ. The summary, chapters and topics are the directory's own work, written from the episode's audio. The episode itself, its title and its audio belong to EMS@C-LEVEL.