Building Unified Intelligence For The Electronics Supply Chain: Christoph Solka, Global Electronics Association

EMS@C-LEVEL · 8 Jun 2026 · 15m

What this episode covers

Christoph Solka, Director of Industry Intelligence at the Global Electronics Association, explains the consolidation of the European EMS, European PCB, and Global NVI programs into a unified intelligence platform. He details the strategy of strengthening the IT foundation to handle larger-scale data collection while preserving the trusted methodologies of predecessors Randall Sherman and Dieter Weiss. Solka highlights the diverging regional trends in Europe, where Western Europe struggles with automotive weakness and insolvencies, while Eastern Europe and the Nordics benefit from AI infrastructure and defense spending. The discussion concludes with an analysis of industry resilience, noting that 42% of companies improved margins through cost control despite falling revenues.

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