European EMS & PCB Industries with Dieter Weiss: How to Survive and Thrive

Whether it was a chip crisis or fake news (spoiler, Dieter thinks the latter is more likely), how did the inventory bubble, inflation and a slow economy become a perfect storm for the EMS market, and what strategies can companies use to weather the storm?

Check out this episode of EMS@C-Level, where Dieter Weiss (in4ma and Data4PCBs) joins me to dissect the OEM behaviors that led to this artificial surge in demand and subsequent market decline. We explore the harsh reality many companies face as they operate below capacity, with looming losses in 2024.

This insightful conversation, featuring well researched data and real life examples, highlights how strategic mergers and acquisitions can offer much-needed stability. While companies in the aerospace and defense sectors are doing well, Dieter underscores the challenge of being a ‘me-too’ business in a tough market for other sectors.

The EMS industry in Europe is a tale of two regions, and we break that down. Eastern Europe, dominated by global giants like Foxconn, Flex and Jabil, contrasts sharply with the more fragmented landscape of Western Europe. We dive into the financial health and significant revenues of major players in both regions, while shedding light on the precarious and critical state of the European PCB industry. 

The IPC seminar in Gdansk, Poland, on 25th September is a focal point for industry leaders to gather, collaborate, and forge better paths forward. This free event by IPC and in4ma is a must-attend for those looking to gain essential insights from top executives, as well as access real analysis from in4ma around the first six months of 2024.

I am delighted to have been asked to host the event, conduct the keynote interview with a senior leader from one of the industries largest players, and moderate the leadership roundtable where we plan to explore the pendulum like swing from globalization to regionalization.

Join us for this episode and in person in Poland next month as we help navigate turbulent waters and uncover valuable information to help your business thrive amidst uncertainty.

For more information check out this link

To register for next month’s IPC Day in Gdansk – IPC Day – Gdansk, Poland | IPC International, Inc.

Like every episode of EMS@C-Level, this one was sponsored by global inspection leader Koh Young (https://www.kohyoung.com) and Adaptable Automation Specialist Launchpad.build (https://launchpad.build).