Hardware Podcasts

Bonus - IPC's Shawn DuBravac on THE Supply Chain Intelligence PODCAST

EMS@C-LEVEL · 20 Nov 2022 · 24m

What this episode covers

IPC Chief Economist Shawn DuBravac joins Philip Stoten and Dan Schoenfelder to analyze the latest Spectra Electronic Design to Delivery Index (EDDI) report, discussing the return of balance in supply and demand. DuBravac argues against the inevitability of a recession, citing strong employment and technology adoption, while highlighting structural shifts in manufacturing geography toward Mexico, Vietnam, and India. The conversation covers the impact of geopolitical tensions, the slow response of component capacity, and the potential for shorter, more agile supply chains driven by Industry 4.0 trends.

Most relevant to

large enterprises

Topics

Mentioned

Companies
IPC, NEXAR, Scoop Studio, Nextare, Koh Young, Global Electronics Association
Also
Spectra Electronic Design to Delivery Index

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