Hardware Podcasts

European EMS & PCB Industries with Dieter Weiss: How to Survive and Thrive

EMS@C-LEVEL · 21 Aug 2024 · 27m

What this episode covers

Dieter Weiss of in4ma and Data4PCB explains that the European EMS market is in crisis due to an inventory bubble and OEM hoarding during 2022, not a genuine chip shortage, leading to a 12.4% revenue drop in H1 2024. He highlights that companies focusing on aerospace and defense are thriving, while 'me-too' EMS providers face closures, citing recent M&A activity like Lacon acquiring Montronik. Weiss also details the critical state of the European PCB industry, noting closures in Estonia, France, and the UK, and argues for strategic local production to ensure supply chain security and IP protection.

Most relevant to

established companies

Topics

Mentioned

Companies
in4ma, Data4PCB, IPC, Lacon, Montronik, Foxconn, Flex, Jabil, Videotone, Fieldtronic, Brandner PCB, Koh Young, Global Electronics Association

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