# BONUS - Benchmark's Michael Lucia on THE Supply Chain Intelligence PODCAST, episode three

- Show: [EMS@C-LEVEL](https://hardwarepodcasts.com/podcast/ems-c-level)
- Published: 2022-12-22
- Length: 28m
- Page: https://hardwarepodcasts.com/podcast/ems-c-level/2022-12-22-bonus-benchmarks-michael-lucia-on-the-supply-chain-intelligence-podcast-episode

## Summary

Michael Lucia, Director of Global Supply Chain Solutions at Benchmark, joins hosts Philip Spagnoli Stoten and Daniel Schoenfelder to analyze the latest Spectra Electronic Design to Delivery Index (EDDI) report. They discuss the simultaneous softening of demand and increase in supply across component categories, noting that while microcontrollers remain tight, other sectors are seeing relief. The panel explores the shift in geopolitical supply chains toward Mexico and Vietnam, the challenges of scaling production in these regions, and predictions for pricing power and industry recovery in 2023.

## Chapters

- [0:03](https://hardwarepodcasts.com/podcast/ems-c-level/2022-12-22-bonus-benchmarks-michael-lucia-on-the-supply-chain-intelligence-podcast-episode#t=3) EDDI Report Trends: Supply Up, Demand Down
- [2:21](https://hardwarepodcasts.com/podcast/ems-c-level/2022-12-22-bonus-benchmarks-michael-lucia-on-the-supply-chain-intelligence-podcast-episode#t=141) Microcontroller Availability and Lead Times
- [4:28](https://hardwarepodcasts.com/podcast/ems-c-level/2022-12-22-bonus-benchmarks-michael-lucia-on-the-supply-chain-intelligence-podcast-episode#t=268) EMS Backlogs and 2023 Demand Outlook
- [9:22](https://hardwarepodcasts.com/podcast/ems-c-level/2022-12-22-bonus-benchmarks-michael-lucia-on-the-supply-chain-intelligence-podcast-episode#t=562) Supply Chain Restructuring and Localization
- [19:23](https://hardwarepodcasts.com/podcast/ems-c-level/2022-12-22-bonus-benchmarks-michael-lucia-on-the-supply-chain-intelligence-podcast-episode#t=1163) Geopolitical Shifts: Mexico, Vietnam, and India
- [24:24](https://hardwarepodcasts.com/podcast/ems-c-level/2022-12-22-bonus-benchmarks-michael-lucia-on-the-supply-chain-intelligence-podcast-episode#t=1464) 2023 Predictions: Pricing Power and Recovery

## Topics

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

## Most relevant to

large enterprises

## Mentioned

- Benchmark (company)
- Spectra Electronic Design to Delivery Index (tool)
- Apple (company)
- electronica (other)
- NEXAR (company)

## Related episodes from other shows

- [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)
- [Vertically Integrated Design Engineering](https://hardwarepodcasts.com/podcast/the-amp-hour/2019-08-05-vertically-integrated-design-engineering) (The Amp Hour)
- [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)
- [What's In A Name?](https://hardwarepodcasts.com/podcast/the-amp-hour/2010-08-07-whats-in-a-name) (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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