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

- Show: [EMS@C-LEVEL](https://hardwarepodcasts.com/podcast/ems-c-level)
- Published: 2022-06-16
- Length: 21m
- Page: https://hardwarepodcasts.com/podcast/ems-c-level/2022-06-16-ems-c-level-2022-season-episode-5-carl-hung-season-group

## Summary

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.

## Chapters

- [0:08](https://hardwarepodcasts.com/podcast/ems-c-level/2022-06-16-ems-c-level-2022-season-episode-5-carl-hung-season-group#t=8) Introduction: Carl Hung and Season Group's Post-Pandemic Lessons
- [1:09](https://hardwarepodcasts.com/podcast/ems-c-level/2022-06-16-ems-c-level-2022-season-episode-5-carl-hung-season-group#t=69) Supply Chain Disruptions and the Impact of Shanghai Lockdowns
- [4:16](https://hardwarepodcasts.com/podcast/ems-c-level/2022-06-16-ems-c-level-2022-season-episode-5-carl-hung-season-group#t=256) Redesigning for Disruption: Data, Flexibility, and Engineering Shortages
- [8:44](https://hardwarepodcasts.com/podcast/ems-c-level/2022-06-16-ems-c-level-2022-season-episode-5-carl-hung-season-group#t=524) Sustainability vs. Cost: The Complexity of Lifecycle Analysis and Packaging
- [11:19](https://hardwarepodcasts.com/podcast/ems-c-level/2022-06-16-ems-c-level-2022-season-episode-5-carl-hung-season-group#t=679) Economic Slowdown, Inventory Gluts, and the Risk of a Domino Effect
- [14:50](https://hardwarepodcasts.com/podcast/ems-c-level/2022-06-16-ems-c-level-2022-season-episode-5-carl-hung-season-group#t=890) M&A Consolidation, Valuations, and the Impact of Rising Interest Rates
- [16:07](https://hardwarepodcasts.com/podcast/ems-c-level/2022-06-16-ems-c-level-2022-season-episode-5-carl-hung-season-group#t=967) The Reality of Inflated Order Books and NCNR Terms
- [18:44](https://hardwarepodcasts.com/podcast/ems-c-level/2022-06-16-ems-c-level-2022-season-episode-5-carl-hung-season-group#t=1124) Factory Presence, Leadership Style, and Global Operations

## Topics

- [Sourcing & supply chain](https://hardwarepodcasts.com/topic/sourcing-and-supply-chain)
- [Design for manufacturing & NPI](https://hardwarepodcasts.com/topic/design-for-manufacturing)
- [Pricing, margins & unit economics](https://hardwarepodcasts.com/topic/pricing-and-unit-economics)
- [Sustainability & circular products](https://hardwarepodcasts.com/topic/sustainability-and-circularity)
- [Growth, exits & acquisitions](https://hardwarepodcasts.com/topic/growth-exits-and-acquisitions)

## Most relevant to

companies scaling up

## Mentioned

- Season Group (company)
- Carl Hung (other)
- TSMC (company)
- Koh Young (company)
- CloudNC (company)
- Global Electronics Association (company)

## Related episodes from other shows

- [Bringing Design Order to a Chaotic World: Insights From Top Execs at Digi-Key and Molex](https://hardwarepodcasts.com/podcast/moores-lobby/2022-09-27-bringing-design-order-to-a-chaotic-world-insights-from-top-execs-at-digi-key-and) (Moore's Lobby)
- [Chip Shortage Denier](https://hardwarepodcasts.com/podcast/the-amp-hour/2021-05-10-chip-shortage-denier) (The Amp Hour)
- [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)
- [What's In A Name?](https://hardwarepodcasts.com/podcast/the-amp-hour/2010-08-07-whats-in-a-name) (The Amp Hour)
- [Rebuilding Projects with Dave Young](https://hardwarepodcasts.com/podcast/the-amp-hour/2022-08-28-rebuilding-projects-with-dave-young) (The Amp Hour)

## Citing this page

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