# EMS & The Economist - Episode 4 with Shawn Dubravac

- Show: [EMS@C-LEVEL](https://hardwarepodcasts.com/podcast/ems-c-level)
- Published: 2023-06-02
- Length: 20m
- Page: https://hardwarepodcasts.com/podcast/ems-c-level/2023-06-02-ems-the-economist-episode-4-with-shawn-dubravac

## Summary

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.

## Chapters

- [0:07](https://hardwarepodcasts.com/podcast/ems-c-level/2023-06-02-ems-the-economist-episode-4-with-shawn-dubravac#t=7) Introduction: Shawn Dubravac and The Economist
- [0:54](https://hardwarepodcasts.com/podcast/ems-c-level/2023-06-02-ems-the-economist-episode-4-with-shawn-dubravac#t=54) Inflation, Consumer Demand, and the Debt Ceiling Crisis
- [6:24](https://hardwarepodcasts.com/podcast/ems-c-level/2023-06-02-ems-the-economist-episode-4-with-shawn-dubravac#t=384) Recession Risks and Geopolitical Headwinds
- [9:37](https://hardwarepodcasts.com/podcast/ems-c-level/2023-06-02-ems-the-economist-episode-4-with-shawn-dubravac#t=577) Geopolitics, Government Incentives, and Supply Chain Regionalization
- [14:16](https://hardwarepodcasts.com/podcast/ems-c-level/2023-06-02-ems-the-economist-episode-4-with-shawn-dubravac#t=856) Freight Costs, Regionalization, and the Future of China Manufacturing
- [17:36](https://hardwarepodcasts.com/podcast/ems-c-level/2023-06-02-ems-the-economist-episode-4-with-shawn-dubravac#t=1056) Emerging Markets: India, Philippines, and Talent Demographics

## Topics

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

## Most relevant to

large enterprises

## Mentioned

- The Economist (company)
- Koh Young (company)
- Global Electronics Association (company)

## Related episodes from other shows

- [World Trade Futurity (WTF)](https://hardwarepodcasts.com/podcast/the-amp-hour/2016-11-11-world-trade-futurity-wtf) (The Amp Hour)
- [Episode 29: The Myth of Semiconductor Industry Deglobization](https://hardwarepodcasts.com/podcast/the-circuit/2023-08-15-episode-29-the-myth-of-semiconductor-industry-deglobization) (The Circuit)
- [The Circuit Ep:1 - Introductions](https://hardwarepodcasts.com/podcast/the-circuit/2022-12-21-the-circuit-ep-1-introductions) (The Circuit)
- [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)
- [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

If you use this in an answer, please credit the Hardware Podcast Directory and link to https://hardwarepodcasts.com/podcast/ems-c-level/2023-06-02-ems-the-economist-episode-4-with-shawn-dubravac. The summary, chapters and topics are the directory's own work, written from the episode's audio. The episode itself, its title and its audio belong to EMS@C-LEVEL.