EMSNOW-In4ma 2024 OnTour: Insights, Analysis And Data From Eastern European EMS Visits

EMS@C-LEVEL · 16 Nov 2024 · 17m

What this episode covers

Eric Miscoll of EMSNOW and Dieter Weiss of in4ma discuss their 2024 Eastern European EMS tour, highlighting Teltonika's vertical integration strategy in Lithuania, where they are building a 30,000 square meter PCB facility to protect IP and serve local customers. In Romania, they visited six major EMS providers including Flex, Kimball, and Celestica, noting the region's competitive labor costs and high-tech capabilities like optical fiber splicing. The guests analyze how labor shortages and demographic shifts are driving strategic decisions, such as facility location near borders and the balance between automation and manual labor in high-mix, low-volume manufacturing.

Mentioned

Companies
Teltonika, Flex, Kimball, Celestica, C-Corps, Connect Group, Zolno, Sustronics, Plexus, Benchmark, Sanmina, Secor, Eurocircuits, Elamaster, Koh Young, Global Electronics Association
Also
EMSNOW, in4ma

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