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

- Show: [EMS@C-LEVEL](https://hardwarepodcasts.com/podcast/ems-c-level)
- Published: 2025-01-17
- Length: 30m
- Page: https://hardwarepodcasts.com/podcast/ems-c-level/2025-01-17-challenging-economic-conditions-and-shifting-landscapes-in-global-manufacturing

## Summary

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.

## Chapters

- [0:00](https://hardwarepodcasts.com/podcast/ems-c-level/2025-01-17-challenging-economic-conditions-and-shifting-landscapes-in-global-manufacturing#t=0) 2024 Review: Disentangling from the Inventory Bubble
- [4:24](https://hardwarepodcasts.com/podcast/ems-c-level/2025-01-17-challenging-economic-conditions-and-shifting-landscapes-in-global-manufacturing#t=264) Geopolitics, Tariffs, and Rare Earth Constraints
- [6:25](https://hardwarepodcasts.com/podcast/ems-c-level/2025-01-17-challenging-economic-conditions-and-shifting-landscapes-in-global-manufacturing#t=385) Market Outlook: Electronica Insights and 2025 Projections
- [12:05](https://hardwarepodcasts.com/podcast/ems-c-level/2025-01-17-challenging-economic-conditions-and-shifting-landscapes-in-global-manufacturing#t=725) Global Manufacturing Shifts: India, China, and the US
- [18:57](https://hardwarepodcasts.com/podcast/ems-c-level/2025-01-17-challenging-economic-conditions-and-shifting-landscapes-in-global-manufacturing#t=1137) Demand Forecasting, AI, and the Bullwhip Effect
- [26:23](https://hardwarepodcasts.com/podcast/ems-c-level/2025-01-17-challenging-economic-conditions-and-shifting-landscapes-in-global-manufacturing#t=1583) Strategic Planning for TTI and Industry Agility

## Topics

- [Sourcing & supply chain](https://hardwarepodcasts.com/topic/sourcing-and-supply-chain)
- [Policy, trade & tariffs](https://hardwarepodcasts.com/topic/policy-trade-and-tariffs)
- [AI & machine learning](https://hardwarepodcasts.com/topic/ai-and-machine-learning)
- [Growth, exits & acquisitions](https://hardwarepodcasts.com/topic/growth-exits-and-acquisitions)
- [Hiring & workforce](https://hardwarepodcasts.com/topic/hiring-and-workforce)

## Most relevant to

large enterprises

## Mentioned

- TTI (company)
- Koh Young (company)
- Global Electronics Association (company)
- Electronica (other)
- Atronic (company)

## Related episodes from other shows

- [A Manufacturing Growth Outlook for 2025 w/ Cara Walton](https://hardwarepodcasts.com/podcast/the-manufacturing-executive/2025-01-07-a-manufacturing-growth-outlook-for-2025-w-cara-walton) (The Manufacturing Executive)
- [OnTrack PCB Design Podcast 2025 Year in Review](https://hardwarepodcasts.com/podcast/ontrack/2025-12-30-ontrack-pcb-design-podcast-2025-year-in-review) (OnTrack)
- [BONUS: How is the Manufacturing Industry Doing Halfway through 2025? Recorded at Hexagon LIVE 2025](https://hardwarepodcasts.com/podcast/manufacturing-happy-hour/2025-08-19-bonus-how-is-the-manufacturing-industry-doing-halfway-through-2025-recorded-at-h) (Manufacturing Happy Hour)
- [124: Tariff Talk](https://hardwarepodcasts.com/podcast/thoroughly-considered/2025-05-08-124-tariff-talk) (Thoroughly Considered)
- [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

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