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

- Show: [EMS@C-LEVEL](https://hardwarepodcasts.com/podcast/ems-c-level)
- Published: 2022-11-20
- Length: 24m
- Page: https://hardwarepodcasts.com/podcast/ems-c-level/2022-11-20-bonus-ipcs-shawn-dubravac-on-the-supply-chain-intelligence-podcast

## Summary

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.

## Chapters

- [0:03](https://hardwarepodcasts.com/podcast/ems-c-level/2022-11-20-bonus-ipcs-shawn-dubravac-on-the-supply-chain-intelligence-podcast#t=3) Introduction: EDDI Report Highlights and Market Balance
- [3:19](https://hardwarepodcasts.com/podcast/ems-c-level/2022-11-20-bonus-ipcs-shawn-dubravac-on-the-supply-chain-intelligence-podcast#t=199) Shawn DuBravac on Recession Sentiment vs. Economic Reality
- [6:30](https://hardwarepodcasts.com/podcast/ems-c-level/2022-11-20-bonus-ipcs-shawn-dubravac-on-the-supply-chain-intelligence-podcast#t=390) Microcontroller Trends: Demand Drop vs. Supply Constraints
- [9:58](https://hardwarepodcasts.com/podcast/ems-c-level/2022-11-20-bonus-ipcs-shawn-dubravac-on-the-supply-chain-intelligence-podcast#t=598) Backlog Dynamics and Regional EMS Performance
- [13:41](https://hardwarepodcasts.com/podcast/ems-c-level/2022-11-20-bonus-ipcs-shawn-dubravac-on-the-supply-chain-intelligence-podcast#t=821) Geopolitics and the Shift to Mexico, Vietnam, and India
- [17:15](https://hardwarepodcasts.com/podcast/ems-c-level/2022-11-20-bonus-ipcs-shawn-dubravac-on-the-supply-chain-intelligence-podcast#t=1035) Sustainability, Industry 4.0, and Shorter Supply Chains
- [20:46](https://hardwarepodcasts.com/podcast/ems-c-level/2022-11-20-bonus-ipcs-shawn-dubravac-on-the-supply-chain-intelligence-podcast#t=1246) Risk of Sudden Downturn and Order Cancellations

## Topics

- [Sourcing & supply chain](https://hardwarepodcasts.com/topic/sourcing-and-supply-chain)
- [Policy, trade & tariffs](https://hardwarepodcasts.com/topic/policy-trade-and-tariffs)
- [Sustainability & circular products](https://hardwarepodcasts.com/topic/sustainability-and-circularity)
- [Scaling production](https://hardwarepodcasts.com/topic/scaling-production)

## Most relevant to

large enterprises

## Mentioned

- IPC (company)
- Spectra Electronic Design to Delivery Index (other)
- NEXAR (company)
- Scoop Studio (company)
- Nextare (company)
- Koh Young (company)
- Global Electronics Association (company)

## Related episodes from other shows

- [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)
- [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)
- [Episode 29: The Myth of Semiconductor Industry Deglobization](https://hardwarepodcasts.com/podcast/the-circuit/2023-08-15-episode-29-the-myth-of-semiconductor-industry-deglobization) (The Circuit)
- [Ludibrious Luxating Layout](https://hardwarepodcasts.com/podcast/the-amp-hour/2012-01-24-ludibrious-luxating-layout) (The Amp Hour)
- [Man Behind The Curtain](https://hardwarepodcasts.com/podcast/the-amp-hour/2020-03-16-man-behind-the-curtain) (The Amp Hour)

## Citing this page

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