Hardware Podcasts

EMS & The Economist - Episode 2 with Shawn Dubravac

EMS@C-LEVEL · 16 Mar 2023 · 22m

What this episode covers

Shawn Dubravac, Chief Economist at IPC, joins host Philip Stoten to analyze the economic landscape for the Electronics Manufacturing Services (EMS) industry following the collapse of Silicon Valley Bank. They discuss the mixed signals in the US economy, including strong job growth in manufacturing sectors like aerospace and automotive, contrasted with slowing demand for durable goods and consumer electronics. Dubravac advises EMS leaders to monitor specific internal KPIs, such as inventory levels and cash flow, and external indicators like IPC book-to-bill ratios and bank viability, to navigate the current period of slow growth and uncertainty.

Most relevant to

early-stage companies

Topics

Mentioned

Also
Silicon Valley Bank, IPC, FDIC, Federal Reserve, Koh Young, Global Electronics Association

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