EMS@C-Level 2022 Season, episode 10 - Greg Papandrew of PCB Buying Expert
Greg Papandrew, CEO and Founder of PCB Buying Expert, discusses the current state of the PCB industry, noting that while supply chains are easing and freight lead times have decreased by nearly 50%, domestic capacity remains tight for high-complexity boards. He argues that the CHIPS Act and the proposed Circuit Board Industry Act should focus on incentivizing private investment in high-technology manufacturing (like additive processes) rather than subsidizing basic 2-4 layer production, which China can handle more cheaply. Papandrew highlights a critical pain point where buyers are too overwhelmed by firefighting to optimize total cost of ownership, leading him to propose pull-based consignment inventory models to improve cash flow and supply chain visibility for major OEMs.