March 2021
CHOOSING THE RIGHT EMS PARTNER
For a company looking to outsource for the first time, to appoint an additional EMS partner, or to replace the one they already work with, should be the result of a strategic decision. On one hand, there’s talk of global businesses offshoring, nearshoring, re-shoring, and the roles of Tier 1, 2 & 3 EMS players in those ventures. On the
MARKET UPDATES – 24.03.21
GENERAL OVERVIEW Lead times and shortages remain high, (we are seeing some component lead times at 52 weeks+). For the time being, China remains a driving force for the global economy. In the medium term, however, structural problems such as slow productivity growth will slow the economy’s growth momentum. Price increases now range from 5-20% due to raw
MARKET UPDATES – 18.03.21
GENERAL OVERVIEW No relief in lead time reduction, ramp up in demand continues to drive increases in lead times and shortages in wafer/substrates (we are seeing some component lead times at 52 weeks+). Overall market outlook for March through to December 2021 remains robust due to high-value growth opportunities in automotive electronics, telecommunications infrastructure and 5G handsets. Global
2021 & BEYOND: SUPPLY CHAIN CHALLENGES
Before March 2020, in pre-pandemic periods, discussions around the supply chain tended to revolve around product life cycles, the occasional component shortage and fabrication. Today we are facing, widespread shortages with lead times up to 52 weeks+, factory closures and all-around uncertainty. In Q1, 2021 discussions have been focused on the concern of COVID 19 and the impact it will
MARKET UPDATES – 10.03.21
GENERAL OVERVIEW No relief in lead time reduction, ramp up in demand continues to drive increases in lead times and shortages in wafer/substrates (we are seeing some component lead times at 52 weeks+). Continued acceleration in demand from customer base across all Opto & Discrete technologies. Significant price increases being issued by suppliers – raw materials and transportation
MARKET UPDATES – 03.03.21
GENERAL OVERVIEW Standard level of lead times remains at 20-26 weeks (we are seeing some component lead times at 52 weeks+). Price increases now range from 5-20% due to raw material costs and availability. BBC News reports on ‘Chipageddon’ and the effect chip shortages have had on companies including; Sony, iPhone, Samsung, and Microsoft. Most suppliers are
