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

- Show: [EMS@C-LEVEL](https://hardwarepodcasts.com/podcast/ems-c-level)
- Published: 2022-11-29
- Length: 17m
- Page: https://hardwarepodcasts.com/podcast/ems-c-level/2022-11-29-carl-hung-season-group-talks-trends-for-2023-ems-c-level-2022-episode-20

## Summary

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.

## Chapters

- [0:07](https://hardwarepodcasts.com/podcast/ems-c-level/2022-11-29-carl-hung-season-group-talks-trends-for-2023-ems-c-level-2022-episode-20#t=7) Introduction and Supply Chain Outlook
- [0:44](https://hardwarepodcasts.com/podcast/ems-c-level/2022-11-29-carl-hung-season-group-talks-trends-for-2023-ems-c-level-2022-episode-20#t=44) Component Shortages and US Embargoes
- [4:12](https://hardwarepodcasts.com/podcast/ems-c-level/2022-11-29-carl-hung-season-group-talks-trends-for-2023-ems-c-level-2022-episode-20#t=252) Consumer Demand and Economic Pressures
- [7:17](https://hardwarepodcasts.com/podcast/ems-c-level/2022-11-29-carl-hung-season-group-talks-trends-for-2023-ems-c-level-2022-episode-20#t=437) Geopolitics and Supply Chain Regionalization
- [10:03](https://hardwarepodcasts.com/podcast/ems-c-level/2022-11-29-carl-hung-season-group-talks-trends-for-2023-ems-c-level-2022-episode-20#t=603) India, Mexico, and Vietnam Opportunities
- [12:25](https://hardwarepodcasts.com/podcast/ems-c-level/2022-11-29-carl-hung-season-group-talks-trends-for-2023-ems-c-level-2022-episode-20#t=745) Talent Shortages and Automation
- [15:24](https://hardwarepodcasts.com/podcast/ems-c-level/2022-11-29-carl-hung-season-group-talks-trends-for-2023-ems-c-level-2022-episode-20#t=924) Inventory Risks and 2023 Predictions

## Topics

- [Sourcing & supply chain](https://hardwarepodcasts.com/topic/sourcing-and-supply-chain)
- [Policy, trade & tariffs](https://hardwarepodcasts.com/topic/policy-trade-and-tariffs)
- [Scaling production](https://hardwarepodcasts.com/topic/scaling-production)
- [Pricing, margins & unit economics](https://hardwarepodcasts.com/topic/pricing-and-unit-economics)

## Most relevant to

companies scaling up

## Mentioned

- Season Group (company)
- TI (company)
- Intel (company)
- ASML (company)
- Nvidia (company)
- Apple (company)
- Koh Young (company)
- CloudNC (company)

## Related episodes from other shows

- [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)
- [What's In A Name?](https://hardwarepodcasts.com/podcast/the-amp-hour/2010-08-07-whats-in-a-name) (The Amp Hour)
- [eReaders, datasheets & board assembly - Yearly Yeasty Yapping](https://hardwarepodcasts.com/podcast/the-amp-hour/2012-12-18-ereaders-datasheets-board-assembly-yearly-yeasty-yapping) (The Amp Hour)
- [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)

## Citing this page

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