New Venture Research CEO Randall Sherman on EMS@C-Level
Quarter after quarter, year after year, Randall delivers the numbers on the global EMS industry; he has his fingers on the pulse. So who better to provide some insight on the trends impacting the industry in 2022 and offer some vision into 2023. The backdrop for the industry has been one disruption after another, and Randall sees 2023 as more of the same. But while 2022 was a bumper year with double digit growth for the industry, Randall expects 2023 to show low single digit growth. Randall provides concern and cautions around COVID trends in China, regionalization in light of geopolitical shifts and of course economic disruption.