Mark Zetter INsight

Mark Zetter INsight

Lateral thinking about contract electronic manufacturing services (EMS) and the intersection between strategy and supply chain performance.

Economic Factors Impacting EMS Manufacturer Cost Inputs and Electronic OEM Profits

Economic Factors Impacting EMS Manufacturer Cost Inputs and Electronic OEM Profits

Trends in global economic factors like money supply growth, US dollar strength, and borrowing costs significantly shape dynamics between OEMs and EMS providers, influencing cost structures, demand patterns, and decision-making. Rising federal debt levels amplify these pressures, as increased government borrowing strains economic stability and increases uncertainty impacting contract negotiations
6 min read