Every year New Venture Research Corporation produce report on the status of the EMS industry, broken down by industry type, revenue and market sector. Trevor Galbraith talks with Randall Sherman about this years results.
00:00 - Intro
00:50 - What's your methodology for gathering data?
02:13 - It must be difficult to get data from countries that don't have such good reporting...
03:16 - Let's look at some of the key trends you've identified...
05:34 - Can you tell us why in 2022 there was a dip in the market for cell phones and notebooks?
07:20 - They are still huge parts of the market...
09:23 - Some OEM's in the automotive industry are having issues because they are outsourcing so much...
11:02 - How has the recent geo-political issues affected the global EMS map?
13:15 - Are you noticing any difference with companies that are moving adding automation to their new plants?
14:28 - Is a $1 trillion industry realistic?
16:13 - The top 10 CEMs make up 74% of global production...
17:51 - How can someone get a copy of the report?
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