Up Close with ECIA’s Chief Analyst, Dale Ford – Part One

Eric goes deep with the Electronic Component Industry Association’s (ECIA) Chief Analyst, Dale Ford in the first part of a two part interview covering Dale’s forecast for the components industry. Here they discuss the overall component market situation at the end of 2023, which Dale describes as a ‘hard landing’. We are at the bottom of the trough, he says. He compares this cycle with others over the past few decades, and offers some insights into what to expect. They then move on to an analysis of the end markets driving the growth expected next year, including AI, EV battery technology, the impact of geopolitical trends like ‘friend-shoring’ and much more. The rest of the interview will air tomorrow.