Hardware Podcasts

BONUS - IPC Chief Economist Shawn DuBravac talks trends at APEX 2023 - EMSNOW & SCOOP On Location

EMS@C-LEVEL · 30 Jan 2023 · 11m

What this episode covers

IPC Chief Economist Shawn DuBravac discusses 2023 electronics industry trends, highlighting the shift from pandemic-era growth to a 'new normal' of steady, single-digit growth driven by strong demand in defense and aerospace, while consumer electronics face headwinds. He explains how AI and machine learning are being applied to manufacturing data to optimize production, and notes that despite labor shortages, reshoring initiatives like the Chips Act are proceeding as long as demand signals remain robust. DuBravac emphasizes that supply chain disruptions have eased and costs are stabilizing, allowing EMS companies to leverage their healthy backlogs through 2023 despite broader economic headwinds.

Most relevant to

large enterprises

Topics

Mentioned

Companies
IPC, Koh Young, Aegis Software, Cogiscan, Global Electronics Association
Also
APEX 2023, Chips Act, PCB legislation

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