Hardware Podcasts

Challenging Economic Conditions and Shifting Landscapes in Global Manufacturing with TTI's Jeff Ray

EMS@C-LEVEL · 17 Jan 2025 · 30m

What this episode covers

Jeff Ray, SVP at distributor TTI, discusses the electronics manufacturing industry's transition from the post-COVID inventory bubble to a more stable but sluggish 2025 outlook. He analyzes the impact of geopolitical shifts, including US tariffs and the rise of India as a manufacturing alternative to China, while warning against complacency regarding a 'back half' recovery. Ray emphasizes the critical need for better demand forecasting through big data and AI to mitigate the bullwhip effect and artificial inventory builds driven by lead time fluctuations.

Most relevant to

large enterprises

Topics

Mentioned

Companies
TTI, Koh Young, Global Electronics Association, Atronic
Also
Electronica

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