# EMS & The Economist - Episode 2 with Shawn Dubravac

- Show: [EMS@C-LEVEL](https://hardwarepodcasts.com/podcast/ems-c-level)
- Published: 2023-03-16
- Length: 22m
- Page: https://hardwarepodcasts.com/podcast/ems-c-level/2023-03-16-ems-the-economist-episode-2-with-shawn-dubravac

## Summary

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.

## Chapters

- [0:06](https://hardwarepodcasts.com/podcast/ems-c-level/2023-03-16-ems-the-economist-episode-2-with-shawn-dubravac#t=6) Introduction: Philip Stoten and Shawn Dubravac
- [0:41](https://hardwarepodcasts.com/podcast/ems-c-level/2023-03-16-ems-the-economist-episode-2-with-shawn-dubravac#t=41) Silicon Valley Bank Collapse and Contagion Risks
- [3:48](https://hardwarepodcasts.com/podcast/ems-c-level/2023-03-16-ems-the-economist-episode-2-with-shawn-dubravac#t=228) Mixed Economic Signals: Job Growth vs. Slowdown
- [8:04](https://hardwarepodcasts.com/podcast/ems-c-level/2023-03-16-ems-the-economist-episode-2-with-shawn-dubravac#t=484) EMS Industry Outlook: Aerospace, Defense, and Automotive
- [10:31](https://hardwarepodcasts.com/podcast/ems-c-level/2023-03-16-ems-the-economist-episode-2-with-shawn-dubravac#t=631) Key Economic and Industry Indicators for EMS
- [15:12](https://hardwarepodcasts.com/podcast/ems-c-level/2023-03-16-ems-the-economist-episode-2-with-shawn-dubravac#t=912) Inventory Management: From Just-in-Case to Just-in-Time
- [18:44](https://hardwarepodcasts.com/podcast/ems-c-level/2023-03-16-ems-the-economist-episode-2-with-shawn-dubravac#t=1124) Future Predictions: Slowdown, Uncertainty, and Disruption

## Topics

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

## Most relevant to

early-stage companies

## Mentioned

- Silicon Valley Bank (other)
- IPC (other)
- FDIC (other)
- Federal Reserve (other)
- Koh Young (other)
- Global Electronics Association (other)

## Related episodes from other shows

- [The Circuit Ep:1 - Introductions](https://hardwarepodcasts.com/podcast/the-circuit/2022-12-21-the-circuit-ep-1-introductions) (The Circuit)
- [World Trade Futurity (WTF)](https://hardwarepodcasts.com/podcast/the-amp-hour/2016-11-11-world-trade-futurity-wtf) (The Amp Hour)
- [Jersey Jeff Jactitation](https://hardwarepodcasts.com/podcast/the-amp-hour/2012-02-07-jersey-jeff-jactitation) (The Amp Hour)
- [Pavlovian Cheapskates](https://hardwarepodcasts.com/podcast/the-amp-hour/2021-10-31-pavlovian-cheapskates) (The Amp Hour)
- [A Look at the State of US Manufacturing Headed Into 2025 w/ Thom Walstrum](https://hardwarepodcasts.com/podcast/the-manufacturing-executive/2024-12-03-a-look-at-the-state-of-us-manufacturing-headed-into-2025-w-thom-walstrum) (The Manufacturing Executive)

## Citing this page

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