Up Close with Dieter Weiss of in4ma & Data4PCB, Part One

EMSNOW discusses in4ma’s European EMS Mid-Year Survey Report with study author Dieter Weiss. Dieter’s methodology relies on what he calls ‘real numbers’ i.e. actual reported performance data rather than general forecasts or rumours, resulting in unshakeable benchmarking data for sound decision-making.

Part One of this discussion focuses on the the dramatic slowdown this year in European EMS. They discuss the different market sectors that are showing strength and weakness, and go deeper into the reasons why the first half of 2024 has been so challenging. They discuss the current status of excess inventory challenges; how the ‘big three’ players – Foxconn, Flex, and Jabil which represent about 30% of the revenues in Europe – impact the trends; and what everyone wants to know, which is, ‘where have all the orders gone?’

For more information about this important research, go to www.in4ma.de.