Hardware Podcasts

EMS & the Economist with IPC Chief Economist Shawn DuBravac - July 2024

EMS@C-LEVEL · 19 Jul 2024 · 33m

What this episode covers

Shawn DuBravac, Chief Economist at IPC, discusses the gradual softening of the North American PCB and EMS markets, noting that companies are working through significant backlogs while holding off major investments due to uncertainty surrounding the US presidential election and interest rate cuts. He analyzes the impact of enduring tariffs on Chinese goods, explaining how they have shifted supply chains to beneficiaries like Mexico, Malaysia, and Vietnam, and altered the EV landscape in North America and Europe. DuBravac also highlights the increasing complexity of electronics driven by AI and the potential for near-shoring to persist regardless of political outcomes, as long-term industrial policy remains consistent across administrations.

Most relevant to

large enterprises

Topics

Mentioned

Companies
IPC, Koh Young, Global Electronics Association, NVIDIA, BYD, Tesla, Volvo

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