Hardware Podcasts

EMS@C-Level 2022 Season, Episode 5 - Carl Hung, Season Group

EMS@C-LEVEL · 16 Jun 2022 · 21m

What this episode covers

Carl Hung, President & CEO of Season Group, discusses how the company is redesigning its business model to handle supply chain disruptions, moving from a pure assembly focus to active design-for-manufacturing and supply chain design. He highlights the critical shortage of electrical engineers needed to create flexible designs that allow for multiple component sources, such as using different pin-count ICs on the same board. Hung also addresses the current market paradox of record-high order books and inventory levels, explaining that inflated demand is driven by risk mitigation rather than actual consumption, leading to NCNR (Non-Cancellable, Non-Rescheduleable) terms that strain EMS margins.

Most relevant to

companies scaling up

Topics

Mentioned

Companies
Season Group, TSMC, Koh Young, CloudNC, Global Electronics Association
Also
Carl Hung

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