Shows
EMSNOWEMSNOW On Tour: India Podcast 9 - InCap and Indic EMS ElectronicsEMSNOW reports on our last two EMS visits on this OnTour India: InCap and Indic EMS Electronics. Eric tells us whom he met with at each company and some details about what makes each unique. As he explains, there is no one way to run an EMS business and this tour has certainly highlighted that fact.InCap is a global EMS that first became a public company on the Helsinki stock exchange in 1997. Its India facility has been in operation for 18 years as a pure EMS, with a streamlined, local management team empowered to make decisions quickly...
2025-09-1718 min
EMSNOWEMSNOW On Tour: India Podcast 8 - Cyient DLM and Kaynes TechnologyEMSNOW travels to Mysore to visit two EMS: Cyient DLM and Kaynes Technology. Cyient DLM (which stands for Design-Led Manufacturing) has a unique, engineering-heavy story, Eric explains, with 4 facilities in India and a U.S. facility acquired last year. The company has a 30+ year history in India and specializes in critical products in regulated industries, e.g. aerospace, medical, industrial and most recently semiconductor manufacturing. They pride themselves on their sticky customer relationships averaging 12 years. The team met with the CEO of Kaynes Technology who describe themselves as providing 'IoT solutions-enabled integrated electronics manufacturing with end-to-end capabilities a...
2025-09-1621 min
EMSNOWEMSNOW On Tour: India Podcast 7 -Centum ElectronicsEMSNOW reports from Bangalore's aerospace/defense manufacturing region. Eric visits Centum Electronics and learns about its EMS history since its founding in 1994, and its expertise in highly complex manufacturing in regulated industries. The company has seen a surge in growth from companies moving manufacturing out of China and the U.S. The discussion includes more general industry insights as Eric now has completed over half the visits planned for this tour; he shares his thoughts comparing the growth of India as an electronics manufacturing with how China evolved in the past few decades; how India benefits from C...
2025-09-1616 min
EMSNOWEMSNOW On Tour - India Podcast 5: Varroc and Uno Minda Katolec Electronics ServicesEMSNOW reaches the halfway mark on the On Tour India trip with visits to two EMS companies in Pune. In this podcast, Eric Miscoll describes his visit to two EMS 100% focused on the automotive market, which is typical of the Pune region. Both companies provide dedicated electronics manufacturing services for the automotive market which includes all types of both EV and ICE vehicles. Varroc builds component and PCB sub assemblies and then ships these products for box-build and final assembly by the customer. Varroc also has polymer, metallic, and lighting capabilities and has opened a PCB fab, a trend...
2025-09-1115 min
EMSNOWEMSNOW On Tour - India Podcast 4: Aimtron and Vinrox TechnologiesEMSNOW arrives in Pune late in the evening to report on two visits conducted earlier in Vadodara: Aimtron and Vinrox Technologies. These are two impressive EMS with very different histories and capabilities. Aimtron has been in operation for several decades and interestingly got its start in a facility outside Chicago in the US. It prides itself on its electronic design and manufacturing services integration and serves customers in the industrial, medical, automotive and defense sectors. Having the facility in the US enables it to begin customer relationships in the Americas and then transfer the program to India seamlessly; this...
2025-09-1122 min
EMSNOWEMSNOW On Tour: India Podcast 3 - Syrma SGSEMSNOW reports from a hotel in Vadodara where Eric traveled to from New Delhi after a visit to Syrma SGS. This podcast includes details about that visit and continuing observations about the EMS industry in India. Eric discusses the current growth forecasts for the EMS industry that are being put forth: from a baseline of $US 100 billion currently to potentially $US 400 or even 500 billion by 2030. The enthusiasm and energy is palpable, he notes, and with the engineering talent, the solid and strategic support from the government, and the plans to build out the PCB and component ecosystem, these are...
2025-09-0917 min
EMSNOWEMSNOW On Tour: The India Tour BeginsEMSNOW will be reporting from India for the next several weeks. Eric Miscoll has scheduled on-site meetings with 14 mainly domestic companies, but also some global EMS with facilities in this important rising geography. The tour schedule includes companies in the New Delhi area, Gujarat, Pune, and of course the Bangalore area.In this initial podcast, he shares insights about current business conditions in India for electronics, based on a conversation with Global Electronics Association's Vice President Gaurab Majumdar. EMSNOW is grateful to the Global Electronics Association's local staff in India who are assisting with tour logistics.
2025-09-0715 min
EMSNOWEMSNOW and in4ma On Tour 2025 - Tour Wrap UpIn an information-packed wrap-up, the EMSNOW and in4ma On Tour 2025 team takes a step back from the Central and Eastern European EMS facilities visited to comment on the overall trends in the industry at this critical point in time. Dieter provides a data-backed characterization of the overall EMS market in Europe, including many fascinating datapoints teasing in4ma's extensive market research. The two discuss the key market sectors driving growth in Europe; the impact (or lack thereof) of the U.S. tariff situation, the dramatic changes in manufacturing capabilities, including the increase in clean room capacity; automation and...
2025-07-0127 min
EMSNOWin4ma European EMS Forum RecapEMSNOW and in4ma's Dieter Weiss discuss the Third in4ma European EMS and PCB Forum held this year in Bonn Germany. They go deep on the attendees, networking opportunities, quality of data and comparisons with previous events. This is the premiere event for executive management teams, well-vetted suppliers, and investors who return each year for the superb data analysis and frank industry discussion about the ever-changing European electronics manufacturing business.EMSNOW wishes to acknowledge this year’s tour sponsorsCalcuQuote - Source, Quote, Purchase Smarter — All in One...
2025-06-3021 min
EMSNOWEMSNOW and in4ma On Tour 2025 - KitronThe EMSNOW and in4ma Tour 2025 makes its last stop at the Kitron facility in the Czech Republic. Kitron is a global public EMS listed on the Oslo exchange; it is #6 on in4ma's list of Top European EMS with facilities across the globe. Our two experts discuss in depth Kitron's history, global footprint, background and market strategy, including recent activities to maintain that #6 European EMS position in these turbulent times. The conversation then turns to the facility in Lanškroun, Czech Republic and a detailed analysis of the operation there. The insights gained from the EMSNOW and in4m...
2025-06-2619 min
EMSNOWEMSNOW and in4ma On Tour 2025 - FlexRecorded after a long drive to the Czech Republic from their last visit to several FLEX facilities in Hungary, EMSNOW and in4ma's Dieter Weiss discuss FLEX's amazing advanced manufacturing capabilities. The first facility was a highly automated manufacturing operation dedicated to serving primarily the automotive sector; the second was a plant serving both automotive manufacturing including a clean room certified area, as well as the industrial and computing sectors; they then toured a new facility being developed for primarily automotive customers and other industrial programs; and finally a unique non-Flex facility operating as a 'proving ground' for all...
2025-06-2632 min
EMSNOWEMSNOW and in4ma On Tour 2025: EurocircuitsEMSNOW and in4ma On Tour visits Eurocircuits in Hungary to cover a very unique service offering in the electronics manufacturing ecosystem: PCB fabrication and PCBA assembly for prototypes. Eurocircuits' business model is laser-focused on this part of the industry that is less well known compared to EMS. The discussion covers our behind-the-scenes glimpse of Eurocircuits' unique data driven operations.Eurocircuits is the largest prototype operation in Europe, and also the largest PCB manufacturer in Central/Eastern Europe. The model is unique because of the combination of prototyping and PCB manufacturing and assembly. Eric and Dieter unpack...
2025-06-2526 min
EMSNOWEMSNOW and in4ma On Tour 2025: Zollner ElektronikThe EMSNOW and in4ma team spends the day in Hungary visiting two Zollner Elektronik facilities there. The podcast discussion begins with an overview of how this well established German EMS began in 1988, before the reunification. Manfred Zollner's family history and deep concern for employees is legendary, and in clear evidence on this visit. Dieter and Eric cover the details of the two facilities, one in Vac and the other in Szügy Hungary, by describing the scope and capabilities of the operations, the culture and people that make it all possible and how this focus on low volume, e...
2025-06-2329 min
EMSNOWEMSNOW and in4ma On Tour 2025 - Katek and Prettl ElectronicsEMSNOW and in4ma On Tour 2025 moves to Hungary with visits to the Katek and Prettl Electronics facilities. The conversation begins with in4ma's most recent data about EMS companies operating in Hungary and a brief summary of the context of the industry there. Then they turn to the details of the day's visits, including the global footprint of the parent organizations, the market sectors served, and the executives they spoke to. These two EMS industry experts shared thoughts on the challenges of market analysis in the ever-expanding end market segments for electronics, the nuances of the O...
2025-06-2025 min
EMSNOWEMSNOW and in4ma On Tour 2025 - Fideltronik and IncapOn this third podcast, the conversation covers two more Central European EMS: Fideltronik in Poland and InCap's facility in Slovakia. At revenues of around $400 million, with 2400 employees, Fideltronik is a family owned EMS with a unique story. They are the largest Polish EMS and the discussion includes their organizational structure, general comments about the customer base and a detailed discussion of their automation strategy. InCap, is a global EMS with facilities around the world and a very entrepreneurial culture, including an energetic CEO with great global visibility. The podcast concludes with a thoughtful discussion of how many wa...
2025-06-1833 min
EMSNOWEMSNOW and in4ma On Tour 2025 - AsteelFlash and NordesEMSNOW and Dieter Weiss discuss their visits to two very different EMS in Poland: one of many facilities of global EMS AsteelFlash and a medium sized domestic EMS, Nordes. They discuss the different business strategies, customer profiles, and footprints of the two, each successful in their own sphere.EMSNOW wishes to acknowledge this year’s tour sponsorsCalcuQuote - Source, Quote, Purchase Smarter — All in One Platform.Cogiscan – Meeting the needs of high-reliability manufacturers since 1999Koh Young –True 3D Smart F...
2025-06-1731 min
EMSNOWEMSNOW and in4ma On Tour 2025 Begins in PolandEMSNOW and Dieter Weiss from in4ma begin their 2025 tour of Central and Eastern European EMS in Poland. This podcast previews the tour by providing details and context for these visits. Dieter discusses current industry sentiment, some thoughts about the companies on the agenda and what listeners can expect from this important work.EMSNOW wishes to acknowledge this year’s tour sponsorsCalcuQuote - Source, Quote, Purchase Smarter — All in One Platform.Cogiscan – Meeting the needs of high-reliability manufacturers since 1999Koh You...
2025-06-1619 min
EMSNOWEMS Spotlight: VTech CMS NPI CentreIn this podcast, recorded in Hong Kong, Eric describes his visit to the VTech CMS NPI Centre, which houses 100+ engineers providing electrical, mechanical and software engineering expertise to customers. Launched in 2020, the NPI Center operates at the center of the Shenzhen cluster of universities, new product incubators, and supplier ecosystem ensuring a vibrant, innovative community for 'new product realization.'Eric shares his insights from the visit including the intense focus the engineers have on meeting customers where they are in the product development cycle. VTech CMS’ vast experience in electronics manufacturing enables customers to leverage EMS an...
2024-12-1513 min
EMSNOWOn Tour 2024 - Episode 2: LithuaniaReporting from the airport on their way to Romania, Eric and Dieter discuss their visit with Teltonika EMS's facility in Vilnius, Lithuania. Teltonika began this EMS division in 2019 and has been rapidly expanding manufacturing capacity to both support its telematics and IoT operations and offer high volume, highly automated manufacturing to the industry. Their highly automated PCB manufacturing facility is due to be operational next year. The discussion covers Teltonika's strategy behind reviving PCB manufacturing in Europe, how being part of a greater OEM brings advantages, and what especially impressed Eric and Dieter about this unique company during this...
2024-11-0618 min
EMSNOWEMSNOW and in4ma On Tour 2024 - Episode 11 - DBK and Tour WrapEric and Dieter discuss the last company visit to DBK EMS, an electronics company founded in 1946 to develop heating systems for post-war Germany; now the EMS division serves that end market and others in Europe. The managers they talked with asserted the belief that in order to be competitive in Germany, you must automate manufacturing and this was evident in the lines they saw. The two experts then engage in a collegial and insightful discussion of the state of the European EMS industry as they saw it during these two weeks on the road. They say goodbye until next...
2024-06-1626 min
EMSNOWEMSNOW and in4ma On Tour Episode 10 - EMS ForumEric and Dieter unpack the invaluable data and insights presented at this year's successful in4ma EMS Forum in Ulm, Germany. This invitation-only event for EMS and PCB executives was mostly in German and covered the challenges of running a profitable business in these tumultuous times. The two discuss the overall business mood of the CEOs in attendance, the theme of the event, a summary of each presentation and when and where the next event will take place.EMSNOW wishes to acknowledge and thank this year’s tour sponsors:Cogiscan – the factory digitalization partner for elec...
2024-06-1321 min
EMSNOWEMSNOW and in4ma On Tour 2024 - Episode 9 - TQ SystemsThe tour spends another day in Germany with a visit to TQ Systems, the 3rd largest EMS in Germany. The discussion begins with Dieter's explanation of this family owned company's history and global strategy; the facility they visited was acquired in 2012. They discuss what they saw on their visit: a focus on both automation and workforce training. Eric and Dieter share their thoughts about the importance of turning down unprofitable business and seeking out long term partners. It's an insightful discussion about critical industry practices, especially as the overall economy gets tighter. EMSNOW wishes to acknowledge and t...
2024-06-1220 min
EMSNOWEMSNOW and in4ma On Tour Episode 8 - Hekatron and Jopp ElectronicThe EMSNOW and in4ma team travels within Germany to visit with two unique EMS: Hekatron and Jopp Electronic are both OEMs that have launched divisions to enable them to offer electronic manufacturing services to the industry. Hekatron EMS is a division of Swiss Securitas Group, a company that makes security and alarm systems. Jopp Electronics is primarily in automotive electronics. This episode's discussion explores the implications of this history for these highly automated and well run factories and provides a glimpse into the advantages of the hybrid business model.EMSNOW wishes to acknowledge and thank this year’s t...
2024-06-1118 min
EMSNOWEMSNOW and in4ma On Tour - Episode 7: éolaneAfter a long day, Eric and Dieter are on the German border with France after visiting French EMS éolane. Dieter explains this company's global footprint and position within the European EMS industry. They discuss the meeting with the CEO, Olivier Clement, including current market sectors served, plans for the future, and the technical capabilities of this unique company. The conversation then turns to a preview of the next few days of meetings.EMSNOW wishes to acknowledge and thank this year’s tour sponsors:Cogiscan – the factory digitalization partner for electronics manufacturers globallyLuminovo – your co...
2024-06-0619 min
EMSNOWEMSNOW and in4ma On Tour Episode 6 - Eleonetech (Onetech Group)Episode 6 covers Eric and Dieter's last tour in Tunisia before they head back to Europe. They visited Eleonetech, part of Onetech Group, a structure Dieter explains thoroughly. This is the largest EMS in Tunisia. Listeners will learn about the company's manufacturing process control culture, particulars about the local labor force, the capabilities and strengths of the company and a general discussion of Tunisia and its paradisical countryside. The next report will cover the pair's overall impressions of Tunisia; they will be interviewed by EMSNOW contributor Philip Stoten, before they begin recording episodes from Europe.EMSNOW...
2024-06-0416 min
EMSNOWEMSNOW and in4ma On Tour Episode 5 - La Pratique Electronique and emka MEDEpisode 5 features visits to La Pratique Electronique in Nabeul and emka MED in Monastir. La Pratique Electronique is the first indigenous Tunisian EMS company visited. It's also the 3rd oldest, founded in 2001. emka MED (Mediterranean) is a subsidiary of the French group Emka Electronique. Eric and Dieter begin the podcast lamenting their busy schedule which doesn't allow them to eat, much less enjoy the beautiful country they are visiting. The discussion then turns to the unique characteristics of these two companies, covering background of the executives they met, history of the facilities, attitudes of local labor force...
2024-06-0226 min
EMSNOWEMSNOW and in4ma On Tour Episode 4 - ATEMS and CicorThis 4th podcast in the EMSNOW and in4ma On Tour series has Eric and Dieter discussing the day's visits to the Tunisia facilities of ATEMS and Cicor. ATEMS is the Tunisia subsidiary of Alliance Electronics, based in France; the products they build are 100% for export. The second company is a Tunisia facility of Swiss-based EMS Cicor. This facility is a recent acquisition of Cicor.The discussion covers the two analysts' observations of the facilities, who they met with, what the unique capabilities and differentiators are of the two companies and begin to outline some trends about...
2024-05-3016 min
EMSNOWEMSNOW and in4ma On Tour 2024 - Episode 3 LaCroix and TIS (AllCircuits)This podcast covers visits to two French EMS companies with facilities in Tunisia, LaCroix and TIS the Tunisian branch of All Circuits. Eric Miscoll and Dieter Weiss recount the executives they spoke to, what they saw, and their overall impressions, as the broader trends in this geography begin to come into focus. They discuss labor costs, commonalities between the two facilities as well as unique characteristics. This ground-breaking tour continues to bring details about this emerging region to EMSNOW podcast listeners.EMSNOW wishes to acknowledge and thank this year’s tour sponsors:Cogiscan – the factory digitalization part...
2024-05-2918 min
EMSNOWEMSNOW and in4ma On Tour 2024 Episode 2 - AsteelFlash and Zollner ElectronicsDieter and Eric discuss the day's visits at Zollner Electronics and AsteelFlash's facilities in and around Tunis. They dive into the similarities and differences of these two global EMS companies. They each shared impressions of the facilities, who they met with, what the capabilities and details of how they operate in Tunisia. It's a fascinating and congenial conversation about the first two visits in this emerging geography.EMSNOW wishes to acknowledge and thank this year’s tour sponsors:Cogiscan – the factory digitalization partner for electronics manufacturers globallyLuminovo – your copilot for quoting and procuring PCBAsMyc...
2024-05-2829 min
EMSNOWEMSNOW and in4ma On Tour Episode 1The first episode of EMSNOW and in4ma On Tour 2024 podcast series begins in Tunis with Eric Miscoll and Dieter Weiss discussing the reasons for the importance of this geography for the European EMS industry, some background on the history and current demographics of Tunisia, a preview of the visits planned for the week and the theme of the in4ma EMS-Forum in Ulm Germany and other details about this dynamic and evolving region.EMSNOW wishes to acknowledge this year’s tour sponsors:Cogiscan – the factory digitalization partner for electronics manufacturers globallyLuminovo – your co...
2024-05-2617 minEMSNOWUp Close with David Schild, Executive Director, PCBAAThe Printed Circuit Board Association of America (PCBAA) has had quite a productive year. David Schild, Executive Director of the PCBAA discusses the accomplishments of this very young consortium of companies that support the domestic production of PCBs and the materials they are made from. Eric asks him about the growth of the association, policy achievements, and recent announcements of public/private partnerships. David tells Eric what is on the agenda for 2024 and how they intend to manage through the political turmoil of an election year. It’s a very important discussion about major initiatives that will impact the en...
2024-01-2420 minEMSNOWUp Close with Ralph Rhein, Technical Director, IDENTCOEric’s discussion with IDENTCO Technical Director Ralph Rhein focuses on the innovation happening at IDENTCO’s in-house laboratory. Environments for electronics have gotten very harsh, requiring labels to withstand very high temperatures during processing, but also under the hoods of cars, for example. Furthermore, with the constant demand for more function in smaller spaces, the real estate on the board available for labels has become very limited. In this interview, Eric learns what IDENTCO does to solve these challenges with customers. Full-scale laboratory test capability is something seldom seen in companies like IDENTCO, but that is where the inno...
2023-11-0316 minEMSNOWEMSNOW/in4ma On Tour 2023 - Austrian EMS Companies CMS Electronics, Ginzinger Electronic Systems, and Digital Elektronik GmbHIn this podcast, Eric and Dieter are in Slovenia, reporting on their trip to Austria where they met with executives from Ginzinger Electronics Systems and Digital Elektronik GmbH. They met with the CEO of another Austrian EMS, CMS Electronics, at the EMS event in Munich this past week and add their analysis of this company to the discussion.Austria is Eric's favorite country to visit and the mountains are part of each of these companies' culture. The discussion dives deep into each company's unique capabilities and value proposition. They describe the tour and what they learned and...
2023-06-2529 minEMSNOWEMSNOW/in4ma Europe 2023 EMS Tour - Episode 7: Hengartner Elektronic AG and VariosystemsEric and Dieter are in Switzerland where they report on visits to Hengartner Elektronic AG and Variosystems. The first, as Eric comments, represents a smaller EMS company that has developed specialized manufacturing capabilities that are truly unique. They refer to their facility as a product innovation center, and that's the niche they have carved out for themselves. The second company, Variosystems, is a mid-sized global company that is dissatisfied with the term 'EMS' and suggested they be called an 'electronic service partner' or ESP. Dieter thinks that is pretty accurate. The two report what they learned about V...
2023-06-2221 minEMSNOWEMSNOW/in4ma Europe 2023 EMS Tour - Episode 5: TexcelThe last UK stop on the EMS Tour 2023 finds Eric and Dieter in Crayford at a 'gem of a company', Texcel. Dieter provides background and the reasons for their revenue growth this year; Eric comments that for this company, design is a differentiator, which leads to a discussion of the difference between EMS and ODM, an interesting distinction. The products and end markets served by Texcel reinforce again the challenge of categorizing the sectors of the industry as electronics permeates further into every aspect of modern life. EMSNOW thanks these sponsors: CalcuQuote, -
2023-06-1919 minEMSNOWEMSNOW/in4ma Europe OnTour 2023 - Podcast 1 - Intro and InCap UKEMSNOW/in4ma OnTour has begun! Eric Miscoll and Dieter Weiss arrived in the U.K over the weekend, and visited InCap UK in Newcastle-under-Lyme. They share their thoughts about the reasons for going on the tour, what they learned at their first visit and much more. It's a lively conversation, and sets the stage for this information-packed series of podcasts from two industry experts.This year’s tour includes site visits with 17+ EMS companies in seven European countries, attendance at the IPC EMS Seminar meeting in London, and attendance at the in4ma EMS-Forum in Munich.Th...
2023-06-1417 minEMSNOWDieter Weiss Up Close on the 2023 EMSNOW/in4ma Europe On TourEric and Dieter discuss their upcoming trip to visit 18+ EMS companies across Europe. They will attend two EMS events where Dieter will present his research; they will travel to eight different countries. This is the 3rd trip for the duo, and the numbers keep increasing. Dieter also tells Eric more about his event in Munich for the EMS industry.They always learn new things from some of the leading companies in this exciting and ever-evolving industry, so be on the lookout for exclusive EMSNOW reports in the coming weeks.EMSNOW/in4ma On Tour 2023 is...
2023-06-1321 minEMSNOWUp Close with Chris Fetner, Waldom Electronics on Component Supply Chain EfficienciesEric learns more about Waldom Electronics’ unique business model as the ‘distributors’ distributor’. Chris Fetner, Vice President of Strategic Partnerships explains how Waldom’s relationships with over 2500 distributors around the globe enable the company to develop programs to bring new efficiencies to the component channel that benefit the EMS customer. Eric learns about one such program – Minimum Order Quantities (MOQ) Reduction Program – that’s getting a lot of attention.To subscribe to EMSNOW Daily Newsletter, go to www.emsnow.com/subscribe
2023-06-0922 minEMSNOWKoh Young’s Joel Scutchfield On New Developments In Through-HoleEMSNOW Publisher Eric Miscoll and Joel Scutchfield, General Manager, Koh Young Americas, discuss how an old technology is learning new tricks. The reports of the death of through-hole technology have been greatly exaggerated and Koh Young has been listening to customers to add the latest smart factory advances to the process. This discussion includes some important announcements about Koh Young’s latest achievements.
2023-04-2026 minEMSNOWEMSNOW Up Close – Julie Cliche-Dubois, Cogiscan On AI For Data AnalysisEric Miscoll speaks with Julie Cliche-Dubois, Product Manager – Analytics & Connectivity, Cogiscan about the challenges of data collection and analysis in electronics manufacturing. Digitalization of the complex data streams involved in Industry 4.0 is a very complicated endeavor and Cogiscan is at the vanguard of solving these tricky connectivity issues by working with both the machine suppliers and customers. It’s a fascinating discussion that clarifies the role of AI in making the vast quantity of data generated by the machines useful.
2023-03-2813 minEMSNOWWaldom Electronics’ Dan Heinen, Global Director Of Quality On Inventory OverhangWaldom Electronics is a ‘Master Distributor’, meaning they work with manufacturers and distributors, to, among other services, help alleviate inventory overhang especially in periods of supply chain disruptions, such as the industry has experienced in the past few years. In this conversation with EMSNOW’s Eric Miscoll, Dan Heinen, Waldom Electronics’ Global Director of Quality explains the details of how Waldom helps the authorized channel balance inventory while ensuring only the highest quality genuine components are sold by their network of over 2500 distributors.
2023-03-2319 minEMSNOWJoel Scutchfield, Koh Young America, On Location With EMSNOW & SCOOP At APEX 2023One of the themes of APEX 2023 was the next evolution of the Smart Factory through use of AI tools. In this interview, Eric Miscoll asks Joel Scutchfield to explain the AI tools Koh Young continues to roll out to enhance their industry leading inspection systems. They go on to discuss Joel’s expectations for 2023, the power of optimism, and much more.EMSNOW & SCOOP at APEX 2023is sponsored by Koh Young America (https://www.kohyoung.com), Aegis Software (https://www.aiscorp.com/), Panasonic Connect (https://connect.panasonic.com/en/) and Cogiscan (https://cogiscan.com/).
2023-03-0211 minEMSNOWMycronic Vice President Of Global Sales Kevin Clue At APEX 2023 – EMSNOW & SCOOP On LocationEMSNOW Publisher Eric Miscoll talks to Mycronic Vice President of Global Sales Kevin Clue about the trends he is seeing in the market and the new integrated SMT solutions offered by Mycronic to meet the demands of the industry.EMSNOW & SCOOP at APEX 2023 was sponsored by Koh Young America (https://www.kohyoung.com), Aegis Software (https://www.aiscorp.com/), Panasonic Connect (https://connect.panasonic.com/en/) and Cogiscan (https://cogiscan.com/).
2023-02-2811 minEMSNOWPanasonic Connect Business Head Gustavo Sepulveda at APEX 2023 – EMSNOW & SCOOP On LocationEMSNOW Publisher Eric Miscoll interviews Panasonic Connect Robotics and Automation Business Head Gustavo Sepulveda about his company’s latest products and solutions as well as trends in re-shoring in the USA and Mexico.EMSNOW & SCOOP at APEX 2023 was sponsored by Koh Young America (https://www.kohyoung.com), Aegis Software (https://www.aiscorp.com/), Panasonic Connect (https://connect.panasonic.com/en/) and Cogiscan (https://cogiscan.com/).
2023-02-2407 minEMSNOWEMSNOW Up Close With Don Charron, CEO And President, Kimball ElectronicsEric spends time with exiting CEO Don Charron of Kimball Electronics and they reflect on his illustrious and eventful 24 years at the helm of this impressive company. Don shares the history of the company from its experience in pianos and organs as electronics were added to these instruments, and then making televisions for Motorola. He touches on Kimball’s 50 years manufacturing in Reynosa, Mexico; Kimball’s company culture and much more. It’s a fascinating discussion with an industry icon.
2023-02-2131 minEMSNOWEMSNOW Up Close with David Schild, Executive Director of the Printed Circuit Board Association of America(PCBAA) Eric discuss the U.S. PCB industry with David Schild, Executive Director of the Printed Circuit Board Association of America (PCBAA). The two analyze President Biden's State of the Union address where he celebrated the passing of the CHIPS Act, the recent U.S. legislation bringing substantial investment in domestic capabilities for manufacturing semiconductors. The two comment on the implications for our industry of this unprecedented public investment in domestic electronics manufacturing, including printed circuit boards, since 'chips don't float'. This thoughtful discussion delves into the 'what happens next' to leverage this positive development, including addressing the workforce challenges an...
2023-02-0921 minEMSNOWEMSNOW Up Close: Don Akery, CEO Waldom ElectronicsEric learns about Waldom Electronics’ unique business model from its new CEO Don Akery. Waldom Electronics calls itself the ‘distributors’ distributor,’ which means they add value to the authorized channel by taking in excess inventory from suppliers and authorized distributors; inspecting, restocking, and making that inventory available to distributors to enable them to sell parts that may be in short supply. It’s a fascinating discussion of a set of valuable ‘behind the scenes’ inventory services that benefit the EMS industry by making fully vetted components available through the authorized distribution channel.
2023-02-0746 minEMSNOWEMSNOW Up Close: Kevin Clue, MycronicEric speaks with Kevin Clue, Vice President, Global Sales, High Flex Division, Mycronic, who recently joined the organization. They discuss his background and Mycronic's successful 2022; the company's expansion in Mexico, plans for APEX, and much more. Mycronic's unique differentiator as a full-service SMT solutions provider enables a high level of process integration and they continue to introduce new innovations in data management and human machine interface.
2023-01-1621 minEMSNOWEMSNOW Podcast: Mario Gaete, Global Director American Sun Components (ASC)Eric grabs some time with American Sun Components (ASC) Founder, Mario Gaete to learn about this global stocking distributor's business. They discuss what makes ASC unique among distributors, how they serve their customers, and Mario's views about what the industry needs to do to lessen global component supply disruptions. Eric asks Mario about his views looking ahead at 2023 and 2024 - will the component shortage situation get better?
2023-01-0217 minEMSNOWEMSNOW Up Close: Zeev Efrat, CFO CybordCybord is a visual-AI component analytics software system used to increase the reliability and traceability of the PCBs produced.In this video, Eric learns from Cybord's CFO Zeev Efrat, how this company came to be and how this solution can identify problem components and increase product reliability. It's a fascinating application of AI that may really be a breakthrough.
2022-12-1424 minEMSNOWEMSNOW Up Close: Dale Ford, Chief Analyst ECIADale Ford is Chief Analyst with the Electronic Component Industry Association (ECIA) and in that capacity collects data about lead times and trends for all the electronic component categories. He and Eric discuss the latest forecast and the state of the supply chain in this very insightful interview. It's well worth your time.
2022-12-1236 minEMSNOWBoards in the USA – The EMS (Eric Miscoll Show) Explores Rebuilding PCB Fabrications in the USThings really have changed for the US PCB industry in the last few decades. Production has dropped from around a quarter of the world’s production to just a few percent. In this edition of The EMS (Eric Miscoll Show), Philip and Eric explore the potential to see a return to those halcyon days with guests from the IPC and the PCBAA. Guests Travis Kelly, President and CEO of the Isola Group and PCBAA Chairman, and Chris Mitchell, Vice President of Global Government Relations at IPC, start with a brief history of the PCB industry in the USA before go...
2022-12-1257 minEMSNOWGustavo Sepulveda, Process Automation Business Head, NA, Panasonic Connect - EMSNOW UP CloseEric discusses the current state of process automation in North America with Gustavo Sepulveda, Panasonic Connect. Gustavo explains precisely how this solution addresses industry challenges, how Mexico has captured electronics manufacturing as the re-shoring trend accelerates, the importance of automation in the talent crisis, and much more.
2022-12-0520 minEMSNOWEMSNOW On Tour with Dieter Weiss, in4ma - BDT and KatekOn their last podcast from the EMSNOW Tour 2022, Eric and Dieter discuss visits to BDT and Katek in Southern Germany, and the overall German EMS industry.At BDT (Bavaria Digital Technik), they met with Managing Director Manuel Stelzer and CFO Josef Ober. Dieter explains his history with this company that he has tracked through his annual European EMS report. At the Katek they visited, they met with Managing Director Michael Schwell and Jurgen Lautner, one of the original family owners of that facility before it was acquired by Katek. In this conversation, as in...
2022-11-1817 minEMSNOWEMSNOW On Tour with Dieter Weiss, in4ma - Coronex EMS and Fritsch ElektronikEric and Dieter are back in Germany on their way to electronica 2022. They stopped to tour two privately held, medium-sized EMS focused on the industrial sector.Coronex EMS is in Ratingen; there they met with Stefan Hauf, General Manager of this facility producing electronics for the industrial market including the telecom, medical, defense and mining sectors. Dieter shares his knowledge of the background of this company that he has been following. The second stop was in Achem where the two toured Fritsch Elektronik and met with owners Matthias Sester and Josef Ober. Dieter had some i...
2022-11-1523 minEMSNOWEMSNOW On Tour with Dieter Weiss, in4ma - Prodrive TechnologiesEric and Dieter visit this highly technical facility in Eindhoven, Netherlands and are very impressed with the level of engineering exhibited there. The depth of the capabilities for electronics manufacturing was nearly overwhelming - going beyond traditional electronics manufacturing into a wide variety of testing capabilities and much more for highly complex systems. In this podcast, the two discuss what they saw and its significance. Eindhoven is a technology cluster with a rich history, and they briefly cover some details, with more to come in coming weeks.EMSNOW thanks CalcuQuote, Cogiscan, and Mycronic for making this trip...
2022-11-1324 minEMSNOWEMSNOW On Tour with Dieter Weiss, in4ma - C-MAC and VDL TBP ElectronicsEric and Dieter travel to Belgium and visit with two EMS companies there; this podcast covers their comments about both.C-MAC Electronics is in Ronse, Belgium and Eric begins the podcast by providing a brief overview of its history. The company has a new CEO and the team met with nearly the entire C-suite: CEO RiwanTamic; CFO Yves Demeulemeester; COO DannyDetemmerman; Global Sales Director BertVanneste; and Chairman KenHenderson. Dieter provides more details about what they learned. VDL TBP Electronics is an EMS that Dieter visited a few weeks ago and wanted Eric to see. They d...
2022-11-1121 minEMSNOWEMSNOW On Tour with Dieter Weiss, in4ma - ALL CircuitsEric and Dieter had dinner with ALL Circuits' President Bruno Racault before touring the ALL Circuits facility in Meung sur Loire, one of the most advanced EMS facility either of these analysts had ever seen. The podcast focuses on their detailed reaction to what they saw, as well as a continuation of the discussion about the challenges of sizing the global European EMS industry, clarifying some comments from yesterday's podcast. The two travel to Belgium next.EMSNOW thanks tour sponsors CalcuQuote, Cogiscan, and Mycronic.
2022-11-1019 minEMSNOWEMSNOW On Tour with Dieter Weiss, in4ma - LacroixEric and Dieter visited Lacroix in Beaupréau in the beautiful Loire region of France, where they tour this very advanced facility purposely built for maximum automation. On the debrief podcast they discuss the challenges of sizing and ranking European EMS companies, the advantages of the level of automation demonstrated in this facility, and what they are learning as they reach the mid-point on their 2022 European Tour. EMSNOW is grateful to CalcuQuote, Cogiscan, and Mycronic for their sponsorship.
2022-11-0923 minEMSNOWEMSNOW On Tour with Dieter Weiss, in4ma - AsteelflashEric and Dieter traveled to the Normandy region of France to visit Asteelflash. They met with EVP Nicolas Denis and Plant Manager Fabrice Colin, and on this podcast they discuss this impressive global company with facilities across four continents. The two continue their analysis of the industry in this region and some surprises about outsourcing trends. EMSNOW wishes to thank sponsors CalcuQuote, Cogiscan, and Mycronic.
2022-11-0717 minEMSNOWEMSNOW On Tour with Dieter Weiss, in4ma - ScanfilTheir last EMS tour in Sweden, Eric and Dieter met with Luciano Pasquariello, Pasi Hiedanpää, and Joakim Engbe at the Scanfil facility in Malmö; they met with Carl-Johan Forsberg via video conference. This podcast begins with Dieter's analysis of Scanfil and then the discussion moves to the capabilities of this unique facility. EMSNOW is grateful to the sponsors that made this tour possible: CalcuQutoe, Cogiscan, and Mycronic.
2022-11-0717 minEMSNOWEMSNOW On Tour with Dieter Weiss, in4ma - Orbit OneEric and Dieter traveled to Ronneby, Sweden where they met with Mattias Lindhe, President & CEO and Ulf Karlsson, VP Operations of Orbit One. During this podcast, the two share their impressions of the visit, and Dieter gives Eric the latest data about the industry and how 2022 is closing out for the EMS in Europe. EMSNOW wishes to thank the sponsors of this tour, CalcuQuote, Cogiscan, and Mycronic.
2022-11-0720 minEMSNOWEMSNOW On Tour with Dieter Weiss, in4ma - InissionEric and Dieter visited the Boras facility of Inission Syd AB which used to be Inission Borås AB and met Olle Hulteberg founder of Inission and Carl Lidén Managing Director of Inission Borås AB.In this episode, they discuss in depth what they learned on their visit, the unique characteristics of this specialized EMS facility, its customer base, and how they fit into the overall industry.
2022-11-0518 minEMSNOWEMSNOW on Tour with Dieter Weiss, in4ma - KitronToday's podcast features Eric and Dieter's discussion of their visit to Kitron in Jönköping, Sweden. They met with the facility's general manager Stefan Hansson and were delighted to also spend time with Peter Nilsson, President and CEO of Kitron Group. On the podcast, they analyze Kitron's market strategy and technical capabilities and reflect on the overall EMS industry in this geography, including the unique OEM outsourcing context of the region. Dieter adds insights from his detailed research of the topic.
2022-11-0422 minEMSNOWEMSNOW On Tour with Dieter Weiss, in4ma - Enics-GPV GroupThe first stop on Eric Miscoll and Dieter Weiss' European tour 2022 is Västerås, Sweden where they visit one of the Enics facilities and learn about the progress of the merger between Enics and GPV group, announced this past June. They discuss what they heard during the facilities tour about the synergies between the two companies, how it will impact their industrial customer base and the new geographic footprint they will have when the merger is finalized.This is a fascinating conversation between two knowledgeable industry experts, made possible by the following sponsors: Cal...
2022-11-0313 minEMSNOWEMSNOW On Tour with Dieter Weiss, in4maEric Miscoll and Dieter Weiss are together again for the 2022 tour of EMS companies across Europe. This year the two start in Sweden and will be posting podcast reports from each visit where they discuss the industry, the data, the trends, and whatever else is on their minds. The first dispatch is from a town 80 km north of Stockholm where they prepare to visit Enics/GPV. This tour is made possible by the following sponsors:EMSNOW wishes to acknowledge the support of our tour sponsors: CalcuQuote, a s...
2022-10-3110 minEMSNOWEMSNOW Up Close: Brian O’Leary, Head Of E-Mobility And Infrastructure, Indium CorporationEMSNOW Publisher Eric Miscoll discusses the latest developments in the critical electric vehicle market, with industry expert Brian O’Leary, Head of e-Mobility and Infrastructure at Indium Corporation. They discuss the impact of the latest regulations that are setting ever more stringent emissions goals for vehicles all over the globe. Keeping up with the legislative trends and technology advancements is a requirement for every company seeking to participate in this important market. This is a must-see video with one of the industry’s most well-informed resources.
2022-10-2729 minEMSNOWEMSNOW Up Close: Thibault Cezarine, Managing Director, CIPEM USASince 1999, ICAPE Group has supplied the industry with Printed Circuit Boards and Customized Technical Parts manufactured in China. In more than 70 countries, 3000 customers trust the quality services and offerings of the group. The company is growing fast. Eric interviews Thibault Cezarine, Managing Director CIPEM USA to learn about recent news about the company’s ESG initiatives, including equity hiring practices, environmental awareness programs, eco-friendly shipping practices; how ICAPE is managing supply chain disruptions in China and globally; and much more.
2022-10-1421 minEMSNOWEMSNOW Up Close: Dung Tran, VP Industrial and GM Spartronics VietnamEric Miscoll speaks to Dung Tran, VP Industrial and GM Spartronics Vietnam about the electronics industry in one of the fastest growing geographies for tech manufacturing. The two unpack all the reasons for the remarkable growth in Vietnam, including its proximity to China, the FDI coming in from global powerhouses like Intel, Foxconn and Jabil, the country’s political stability and effective government policies and much more. It’s a fascinating discussion from a seasoned industry expert.
2022-09-2924 minEMSNOWThe EMS (Eric Miscoll Show) - August 2022 - An Update From MexicoEric, along with co-host Philip Stoten, welcomed two new guests to this edition of The EMS (Eric Miscoll Show). Season Group's General Manager for Mexico, Hugo Yamada and SMarTsol's Director of Business Development, Juan Luis Tarin share their own experience on recent developments in the Mexico EMS industry, including insights into supply chain shortages, talent shortages, re-shoring and much more. Philip asks why there are so few Mexican EMS brands and the panel explores digital transformation and Industry 4.0 in the region. This episode of The EMS (Eric Miscoll Show) is sponsored by global inspection leader Ko...
2022-08-1543 minEMSNOWThe EMS (Eric Miscoll Show) - August 2022 - Talent and HR SpecialWhen we say talent, we're not referring to Eric or Philip, we're talking about the second gravest shortage impacting the EMS industry after parts shortages. Attracting and retaining talent has never been so important, and most recently, it has never been so challenging. We regularly hear stories of the great resignation and of companies struggling to get staff to fill jobs from the shop floor to the c-suite. So what can be done? What is the role of automation in mitigating skill shortages? What does an EMS need to do to make themselves attractive to the next g...
2022-08-0849 minEMSNOWEMSNOW Up Close with Dr. C.W. Yap, Director of Advanced Engineering, PCI Private LimitedDr. Yap updates Eric about PCI Private Limited’s design capabilities, leveraging those capabilities within Celestica, their focus on specific areas, including telematics, human machine interface, IoT, and single board computer, why that’s critical for customers, the importance of staying current on rapidly evolving technologies and much more. He shares a fascinating behind the scenes look at how the design team supports production when components are in short supply.
2022-07-1932 minEMSNOWThe Eric Miscoll Show (EMS): Material Supply Chain UpdateEric Miscoll and Philip Stoten are joined by distributor TTI’s newly appointed President for the Americas John Drabik and returning guest and ECIA Chief Analyst Dale Ford to get an update on supply chain constraints. Will shortages ease soon, or do we need to learn how to design for disruption? Further disruption from the conflict in Ukraine is adding yet more concerns around component shortages, particularly relating to raw materials used in semiconductor manufacturing. The panel share their own views and insights on this and other factors, as well as some of the key data supporting their arguments. Th...
2022-07-1247 minEMSNOWThe Eric Miscoll Show (EMS): European EMS IndustryTackling subjects including the invasion of Ukraine, Eric Miscoll is joined by European industry guru Dieter Weiss and Zollner’s Sr. VP of Sales and Marketing Manfred Amberger to dig into what’s driving and disrupting the manufacturing industry in Europe during challenging times.
2022-07-0559 minEMSNOWEMSNOW Up Close with Joseph “Pult” Pultinevicius, IDENTCOEric speaks to Joseph “Pult” Pultinevicius, VP Business Development, IDENTCO Automation Group about the benefits of auto applying labels in the electronics manufacturing process. It is a plug and play solution and works with nearly every possible customer system.
2022-06-2718 minEMSNOWEMSNOW Up Close with Brian O'Leary, Indium CorporationEric speaks with Brian O’Leary who is Global Head of e-Mobility & Infrastructure with Indium Corporation. They discuss some of the major developments in this critical market for EMS.
2022-06-1621 minEMSNOWEMSNOW Up Close with Chintan Sutaria, CalcuQuoteEric interviews Chintan about CalcuQuote’s new software, StockCQ, which allows OEMs and EMS companies that have excess components to trade parts. This ‘virtual stock room’ addresses a need for a decentralized trading platform during the component shortage crisis; the two discuss exactly how it works.
2022-06-0921 minEMSNOWEMSNOW Up Close with John Magee, VP Of Sales, Freedom USAEric speaks with John Magee who is Vice President of Sales at independent distributor Freedom USA. They discuss the current state of the components industry, some insights into why the competing incentives of OCMs and others in the supply chain cause turmoil, what to expect in the next few quarters and why there will be no ‘new normal’ for several years. This is a fascinating discussion with a component industry veteran.
2022-05-2422 minEMSNOWThe EMS (Eric Miscoll Show) - MAY 2022 - Manufacturing in The USAChallenges abound in manufacturing and supply chain in the US and just about everywhere else. In this episode of The EMS, Eric Miscoll and Philip Stoten are joined by Nicole Russo, Owner and CEO of Microboard and Larry Veiga, Vice President of Business Development at Spartronics to explore supply chain, talent, regionalization as well as broader business trends. The two guest provide some great insight, experience and optimism. This show is well worth 45 minutes of your time!
2022-05-1847 minEMSNOWThe EMS (Eric Miscoll Show) – EV Special With Indium’s Brian O’Leary And Zollner’s Michael KollmerWith Philip Stoten back as co-host live from Cornwall, Eric Miscoll is joined by Zollner’s Director of the Automotive Business Division Michael Kollmer and Indium’s Global Head of e-Mobility & Infrastructure Brian O’Leary to explore the significant changes in the supply chain occurring as car makers move from internal combustion to electric vehicles. Bottom line: it’s a huge opportunity for the EMS industry.
2022-05-0951 minEMSNOWEMSNOW UP CLOSE with Mike Buseman, EVP And COO, Benchmark ElectronicsEric and Mike discuss Benchmark Electronics’ strategic approach to manufacturing, the factors impacting the expansion of North American manufacturing, recent responses to supply chain disruptions, the importance of design and finding good people, and much more.
2022-04-2126 minEMSNOWEMSNOW Up Close with Author Alan S. Yeung (Formerly Director of US Strategic Initiatives with Foxconn Technology Group)This fascinating discussion with ex-Foxconn Director Alan S. Yeung covers the inside story about re-shoring electronics manufacturing to North America. Author Alan S. Yeung discusses his experiences negotiating with state and federal governments to build a Foxconn campus outside Milwaukee, Wisconsin. He shares insights about global EMS strategy with Eric as they discuss the implications and opportunities of the recent shift to shorten supply chains to build resiliency through regionalization.
2022-04-1344 minEMSNOWEMSNOW Up Close with Spartronics’ VP And GM Of Medical Markets Mark StephensonEric speaks with Mark about the origins of Spartronics, trends in medical device manufacturing, Spartronics’ differentiators, building medical products in Vietnam, embracing the ever-accelerating speed of technology, the importance of adapting to the opportunities and challenges, and much more.
2022-03-1129 minEMSNOWEMSNOW Up Close – Ramon Hernandez, Country Manager Koh Young TechnologyEric spoke with Ramon just after APEX 2022. They discuss their experiences meeting with colleagues after a two-year hiatus, Dr. Koh’s visit to the show, the e-vehicle business in Mexico, the new Koh Young America/Mexico organization, the power of the demo center in Mexico, the strength of the talent pool in Mexico and much more.
2022-02-1522 minEMSNOWEMSNOW Up Close with Chintan Sutaria, President of CalcuQuoteIn this episode of EMSNOW Up Close, Eric talks to Chintan Sutaria, President of CalcuQuote, whose software solution is proving its value during the recent component shortages. Chintan explains how CalcuQuote’s customers, primarily high mix, low volume EMS, are able to more efficiently source components, execute orders, and get alternatives for parts that are unavailable. The two also discuss Chintan’s new role within CalcuQuote, and a sneak peek into the company’s next product announcement. CalcuQuote will be at Booth 2033 at APEX in San Diego.
2022-01-2518 minEMSNOWThe EMS (Eric Miscoll Show) explores Chinese New Year with Carl Hung and Case EngelenIt happens every year and every year it's a big challenge. This year that challenge is amplified by COVID and by the current supply chain disruptions which are causing huge problems for both parts supply and logistics. Along with host and EMSNOW Publisher Eric Miscoll, Season Group President and CEO Carl Hung and TITOMA CEO Case Engelen get into the how, why and what of CNY22 and offer some advice on managing through the choppy waters around the Lunar New Year celebrations.
2022-01-0744 minEMSNOWEMSNOW on Tour & MADE IN EUROPE Combine - Philip Stoten talks to Dieter Weiss and Eric MiscollIn this mash up of "EMSNOW on Tour" and "MADE IN EUROPE" Philip Stoten asked Dieter Weiss and Eric Miscoll to succinctly share their insights from their three-week tour of the European EMS industry, as featured in their own popular podcast series.While succinctly was a challenge for these two industry veterans, they were indeed insightful and topics like regional manufacturing, consolidation and of course shortages, of materials and talent, came up repeatedly.It seemed like both Eric and Dieter enjoyed their time together but were ready to say farewell, even if just for a w...
2022-01-0638 minEMSNOWEMSNOW on Tour - The Final Wrap with Eric Miscoll and Dieter WeissEric and Dieter reflect on their three-week journey through Europe in this last episode of EMSNOW On Tour for this trip. They visited 13 companies and discovered some common themes including the most prominent challenges - material supply chain disruptions and talent shortages. Eric asks Dieter what advice he would give companies experiencing the 'eye of the storm' going into 2022. His frank and well-founded comments are well worth a listen as these two seasoned EMS industry pundits say goodbye for now.
2022-01-0423 minEMSNOWEMSNOW on Tour - The Swiss Tapes, Dieter and Eric are at Cicor and VoschIn this episode of EMSNOW On Tour, Eric and Dieter discuss their visit across the border from Bavaria to the Swiss EMS companies Cicor and Vosch. The two share their experiences traveling into Switzerland with ever evolving covid health guidelines, as well as their impressions of the two uniquely positioned global EMS companies. Cicor's CEO Alexander Hagemann and VP of Strategic Sales and Business Development Dr. Michele Stampanoni explained that company's focus on high mix, low volume, complex PCB technology, serving the 'AIM' market sector, aerospace/defense, industrial and medical. Vosch's CEO Uwe Frech demonstrated their impressive...
2022-01-0317 minEMSNOWEMSNOW on Tour - Eric and Dieter visit AsteelFlash and PrufrexIn this episode Eric Miscoll and Dieter Weiss discuss their visit to AsteelFlash and Prufrex. AsteelFlash is in the Top 20 EMS and the two discuss AsteelFlash's recent acquisition strategy, both companies' skillful adaptation to local customer requirements, their impressive range of capabilities well matched to customer needs and much more.
2021-12-2917 minEMSNOWEMSNOW on Tour - Eric and Dieter Explore RegionalizationIn a pause between factory visits, Eric and Dieter explore the some of the key macro and micro trends impacting the industry. In this episode they explore the trend related to moving manufacturing out of China and the potential growth in regionalization, or local-for-local.Supply chain, logistics issues, continued risk, trade wars and geopolitical issue are all playing into the desire to reshore, in some cases OEMs are even insourcing manufacturing previous undertaken in Asia.With increased domestic demand, those with factories in China are using that capacity for that region and growing European capacity...
2021-12-2118 minEMSNOWEMSNOW On Tour – Eric and Dieter Chat With Petteri Jokitalo, CEO Of ScanfilEric Miscoll reports from Europe on the current business conditions across the pond, with his sidekick Dieter Weiss. Their posting, originally published in video on EMSNOW, is a conversation with Petteri Jokitalo, CEO of Scanfil, a Finland-based global EMS. The three discuss Scanfil’s differentiators, how the company is adapting to supply chain disruptions, overall conditions in Europe as 2021 closes out and much more.
2021-12-2121 minEMSNOWEMSNOW on Tour - Eric and Dieter are at BMK and KATEKBack on the road again, and still COVID free, Eric and Dieter visit BMK in Augsburg, close to Munich. BMK was an MBO of a very large Siemens campus, the company is female led and has a creative and innovative approach to automation, using tools like 3D Printing to accelerate products through production.Next up they visited Steca, A Katek brand, also known as KATEK Memmingen GmbH. Acquired in 2019, Steca is an innovative EMS with focus on the photovoltaic market. KATEK has grown through M&A and is likely to end 2021 in third or forth spot in...
2021-12-1518 minEMSNOWEMSNOW on Tour - Eric and Dieter Visit Zollner and are Very ImpressedEric Miscoll and Dieter Weiss find their way through the snow to the Czech border and the town of Zandt, home to Europe's largest domestic EMS and the world's largest privately owned EMS, Zollner. As Eric so eloquently puts it, "the power and the might of tier one was on display". It is hard not to be impressed by the scale, but also by the level of integration, of capability and of expertise and experience. Zollner have nine factories in Germany and many more all around the world. They are recognized and approve in China to supply t...
2021-12-1418 minEMSNOWEMSNOW on Tour - More Factory Visits and More Insight from Eric and DieterThis time EMSNOW Publisher Eric Miscoll and European EMS Guru Dieter Weiss started their day in Germany with SERO GmbH and ended it in the Netherlands at Neways.SERO is a top 40 European EMS with close to three decades of history that was acquired in 2018 by the management and a private equity firm. Since then they've added facilities in the Netherlands and Slovakia and are close to adding a facility in Florida, USA. This sparks the conversation about global footprints, why size matters and how to get the necessary scale, and oddly a tangent related to cow s...
2021-12-1215 minEMSNOWEMSNOW on Tour - Eric and Dieter visit RAWE and RAFIEric Miscoll and Dieter Weiss discuss their day at two of Southern Germany's leading and oldest EMS companies, RAWE Electronics and RAFI. They discuss the longterm and sticky nature of the relationships these companies enjoy with their customers, underlining the value of deep partnerships as compared to the expense and risk of changing vendors for a few cents in price reduction.They also explore topics like industry segmentation and Dieter explains why he thinks the right sector choices are important and why he think agricultural electronics is an interesting industry segment. Tomorrow the dynamic duo travel to...
2021-12-0817 minEMSNOWEMSNOW on Tour - Eric and Dieter Agree and Disagree About Key EMS TrendsEric Miscoll and Dieter Weiss air their differences in public, starting with a comparison of the EMS sectors in the US and Europe. They touch on hot topics like consolidation, organic versus inorganic growth, and the fundamental questions about outsourcing over insourcing.They also explore the goldilocks question - what size EMS partner is just right, before leveling into the talent shortages, how alliances can help smaller players, social awareness in purchasing habits, regionalization and the risks posed by talents shortages. This is a must hear chat between two experienced and opinionated followers of the E...
2021-12-0729 minEMSNOWEMSNOW on Tour - From Tallinn to Munich with Eric and DieterFresh from their hike in the mountains, Eric a Dieter share their thoughts and insight from a successful event in Tallinn where Dieter provided the keynote and Eric moderated a panel. The pair go on to discuss some key developments in the industry, before sharing some feedback from their visit to ASM Assembly Systems' Center of Excellence at the Munich headquarters.The two wrap up with a preview of what's coming in what looks like a very busy week.
2021-12-0527 minEMSNOWEMSNOW on Tour - Eric is in Tallinn, Estonia with Dieter WeissFresh from the Thanksgiving celebrations, EMSNOW Publisher Eric Miscoll boarded the first flight to Europe to meet with EMS industry guru and friend Dieter Weiss with whom he will share a three week road trip. After a short stop to catch his breathe, Eric arrived in Tallinn, capital of Estonia to meet a few people, visit a few factories and attend the "IPC Day 2021 - From EMS to the Moon and Beyond"In this opening episode of this European tour, Eric and Dieter preview the event and talk about what is driving the EMS industry in Estonia...
2021-12-0213 minEMSNOWThe EMS (Eric Miscoll Show) - Supply Chain Challenges with Lynn Torrel of FLEX and Don Akery of TTi2019's big disruption was the trade war between China and the US, in 2020 it was COVID-19, and now in 2021 the biggest challenge facing the manufacturing industry is supply chain shortages. What will it be in 2022? Perhaps more of the same, perhaps all of the above? In this episode of The EMS (Eric Miscoll Show), Philip and Eric talk to FLEX Chief Procurement and Supply Chain Officer Lynn Torrel and TTIi Americas' President Don Akery. If they don't know what's going on, who does? The panel explores the scale and impact of the current shortages, the effect on...
2021-11-2951 min