BONUS - What's the SCOOP - 2022 Trends with Rainer Koppitz of KATEK

EMS@C-LEVEL · 15 Dec 2021 · 21m

What this episode covers

Rainer Koppitz, CEO of KATEK, discusses the critical role of electronics in achieving global sustainability goals, arguing that technological innovation is essential to reduce CO2 emissions beyond the minimal 5% reduction seen during the pandemic. He highlights KATEK's strategic focus on high-value electronics, particularly in the automotive sector where OEMs are shifting from traditional tier-one suppliers to co-development partners for EV powertrains and charging infrastructure. Koppitz also analyzes the accelerating consolidation in the European EMS market, driven by private equity entry, the need for regional 'local-for-local' capabilities, and the financial pressure of inventory buildup on smaller players.

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