Hardware Podcasts

Carl Hung, Season Group talks trends for 2023 - EMS@C-Level 2022, episode 20

EMS@C-LEVEL · 29 Nov 2022 · 17m

What this episode covers

Carl Hung of Season Group discusses the EMS industry's outlook for 2023, highlighting persistent supply chain constraints for key components like those from TI and Intel despite easing demand from large OEMs. He analyzes the geopolitical shift toward regionalization, noting Vietnam's benefits but India and Mexico's potential, while emphasizing China's enduring advantage in automation and component sourcing. Hung identifies talent shortages and excessive inventory as critical challenges, predicting a return to 'just-in-time' manufacturing as cash becomes more expensive than inventory.

Most relevant to

companies scaling up

Topics

Mentioned

Companies
Season Group, TI, Intel, ASML, Nvidia, Apple, Koh Young, CloudNC

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