The Way We See It: Day One Wrap with EMSNOW's Eric Miscoll and Koh Young's Joel Scutchfield

EMS@C-LEVEL · 8 Jul 2025 · 12m

What this episode covers

Eric Miscoll of EMSNOW and Joel Scutchfield of Koh Young discuss the state of the electronics manufacturing services (EMS) industry at APEX 2025, highlighting a shift toward reshoring and regionalization as companies move production out of China. They identify a 'missing generation' in the workforce and argue that automation and AI are critical solutions to bridge the talent gap and improve margins. The conversation also touches on the rise of mid-tier EMS companies ($50-200M) as beneficiaries of nearshoring and the increasing transparency in industry quoting processes.

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