According to the Peterson Institute on X @PIIE, if Trump imposes 25% tariffs on Canada and Mexico you can see below where the largest impacted categories would likely be, including transportation equipment and machinery, as well as electronics, other manufacturing segments. Also included this week is country-of-origin components for drone

Manufacturing services and trends, China trade, ISM figures, payrolls, German economy, tariffs and more.

Each Monday I publish a short thread of stories, charts and graphs I find interesting and I send it to all subscribers of my newsletter. Sometimes I add comments or my opinion. If you also find this post interesting please share it with others.

I publish a short thread of stories and data points I find interesting. We’ve identified the next big arenas of competition that will drive economic growth in the new era. These 18 arenas could reshape the global economy, generating $29 trillion to $48 trillion in revenues by 2040. https:

The feature is the product. Asking the right questions helps PCN product teams identify solutions that meet manufacturer expectations. Good product managers understand target market needs and can communicate those requirements to technical engineers in house who then build solutions. According to Brian Chesky, cofounder and CEO of Airbnb, building

Here's what I see happening in Europe, particularly Germany, and what manufacturers and European supply chains are facing. Includes charts and graphs.

Understanding the EMS manufacturing sales process offers several benefits to buyers of EMS services while encouraging EMS providers to improve performance to meet customer expectations for better OEM-EMS relationships.

Below are some questions asked by OEMs during recent costing labs. Labs accompany training for clients using my costing modeler which determine internal EMS factory program cost vs quote pricing presented to OEM customers. Modelers help OEMs during contract negotiations for fees paid to EMS providers. My modelers also identify

The design and manufacture of electronic hardware equipment products is divided into two primary camps: OEM brand companies and contract electronic solutions providers. This article outlines the electronics OEM brand company business model. I then compare it to the different types of business models in contract electronics solutions industry. I

At 12:01 on Tuesday October 1, 2024 tens of thousands of dockworkers with the International Longshoremen's Association (ILA) acted on their threat to strike. "USMX brought on this strike when they decided to hold firm to foreign-owned ocean carriers earning billion-dollar profits at United States ports,

Electronics design teams still routinely face one key problem evading the industrial search engine platforms that EEs, designers and hardware equipment companies tend to rely on for success.

Below are some recent thoughts and opinions on what I'm seeing in industry based on client work and feedback from discussions with electronics hardware and equipment manufacturers and investors. For equipment manufacturers in the range of $250 million to $10 billion income, many of these hardware manufacturers are

Peter talks about AI projects in manufacturing supply chains to effectively forecasting market demands, procuring proper volume of materials and supplies, managing budget planning and more.

"Despite many attempts at using policy measures to boost its manufacturing sector, India remains a minnow in global supply chains," according to Gavekal Research/Macrobond on X.com at @Gavekal. The Company further stated, "manufacturing as a share of GDP has stagnated below 15%, behind most other

The U.S. Federal Reserve Bank of New York recently published one of their staff reports, titled: Geopolitical Risk and Decoupling: Evidence from U.S. Export Controls. As nation states are posturing for technological leadership in the current geopolitical race , the U.S. government is "using export controls to

Electronics product and equipment companies intending to source their printed circuit board assembly (PCBA) and box build integration programs to EMS manufacturers can expect to receive quotes from EMS manufacturers broken down into a list of cost inputs, looking similar to the numbered items, below. 1. SMT programming 2. Top

The electronics contract manufacturing service contract is an important component of outsourcing when original equipment manufacturing (OEM) executives are tasked with outsourcing their design or manufacturing. The hardware manufacturing contract service level agreement is the most important document in the relationship between the electronics manufacturing services (EMS) provider and the

Grow and consolidate. This trend has been ongoing in the datacenter, hyper-connectivity space for a few years and now its heating up. Cloud computing services like Google Cloud, AWS and Azure each have a premium markup for using their compute (GPU). These services are charging anywhere between $4 and $30