Hardware Podcasts

EMS & The Economist - Episode 4 with Shawn Dubravac

EMS@C-LEVEL · 2 Jun 2023 · 20m

What this episode covers

Shawn Dubravac, a senior economist at The Economist, joins host Philip Stoten to analyze the current state of the global economy and its specific impact on the Electronics Manufacturing Services (EMS) industry. They discuss the tension between easing supply chain pressures and slowing consumer demand, highlighting how large, consumer-facing EMS providers are exercising caution while mid-tier suppliers continue to invest. The conversation explores the intersection of geopolitics and economics, noting that while regionalization efforts (such as shifts to Mexico, India, and Southeast Asia) are accelerating, they remain marginal compared to the entrenched dominance of China's manufacturing infrastructure.

Most relevant to

large enterprises

Topics

Mentioned

Companies
The Economist, Koh Young, Global Electronics Association

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