Benchmark’s Michael Lucia on THE Supply Chain Intelligence PODCAST
Welcome to THE Supply Chain Intelligence PODCAST, co-hosted by Philip Spagnoli Stoten and Daniel Schoenfelder exploring the latest Spectra Electronic Design to Delivery Index (EDDI) report with an expert from the industry. Benchmark Director Global Supply Chain Solutions Michael Lucia joins Phil and Dan to explore the latest trends, which for the first time show a softening of demand in every component category, contrasted with an increase in supply. While this concurs with Michael’s on-the -ground insight from the industry, he points out that demand varies from sector to sector and markets like Mil/Aero remain robust.
The panel also discuss regional impacts from geopolitics and the potential for growth in Mexico and companies move production closer while reducing dependance on China. Dan and Phil were both in Munich for electronica last month and shared some anecdotal insights around expectations for 2023 and the relationships between OEMs, EMS companies and the component industry.
The panel wrapped up with some predictions for the coming year and some input on component pricing trends.
NEXAR’s Spectra Electronic Design to Delivery Index (EDDI) report is a free industry-wide report monthly to your inbox giving you the pulse of the industry. It leverages Spectra’s years of data from across multiple touch points in the electronics industry to gain an understanding of demand and supply changes. Subscribe today at https://bit.ly/TheSCIP to gain access to the most recent report. You can find Michael at Benchmark or on LinkedIn at https://www.linkedin.com/in/michael-l…