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IPC-SemtimentGEMSC0422.pdf
- 1. Monitoring the Pulse of the Global Electronics Industry
- 2. > Electronics Manufacturing Supply Chain is Already Feeling the Impact of the Russia-Ukraine War. ▪ ▪ Four-fifths of manufacturers expect the war to have a negative impact on commodity prices and transportation costs, while seven in ten anticipate a negative impact on the stock of raw materials ▪ Manufacturers expect the automotive, consumer, and industrial electronics markets to be most negatively Impacted by conflict, while anticipating the defense market to be positively impacted > Overall Demand Remains Strong: ▪ > Inventories Remain Tight: ▪ ▪
- 3. Material costs Labor costs Orders Shipments Backlogs Capacity Utilization Inventory available to your customers Profit margins Inventory available to you from your suppliers Ease of recruiting/finding skilled talent Rising Remaining Flat / No Change Declining 146 134 121 115 114 114 94 85 83 79 Diffusion Index^ Current Direction of Key Business Indicators -- Total --
- 4. • Shipments are rising at a higher rate in North America vs. Europe. • • Among firms operating Globally and those in North America, orders are currently rising at a faster pace when compared to European firms. • • Profit margins are rising more so for firms operating Globally vs. all other regions. • • Ease of recruitment is currently declining at a significantly higher rate in North America and Europe when compared to Global manufacturers. •
- 5. • Labor costs are currently rising at a higher rate in North America vs. Europe and firms operating Globally. • • Among firms operating Globally, inventory available from suppliers is rising at a faster pace when compared to firms in North America and Europe. •
- 6. 147 141 128 120 120 114 89 86 79 78 Material costs Labor costs Orders Shipments Backlogs Capacity Utilization Inventory available to your customers Profit margins Inventory available to you from your suppliers Ease of recruiting/finding skilled talent Rising Remaining Flat / No Change Declining Current Direction of Key Business Indicators -- Primary Region: North America -- Diffusion Index^
- 7. Material costs Labor costs Orders Capacity Utilization Backlogs Shipments Inventory available to your customers Inventory available to you from your suppliers Profit margins Ease of recruiting/finding skilled talent Rising Remaining Flat / No Change Declining 145 126 112 110 108 102 97 77 77 73 Current Direction of Key Business Indicators -- Primary Region: Europe -- Diffusion Index^
- 8. Current Direction of Key Business Indicators -- Primary Region: APAC -- Material costs Labor costs Capacity Utilization Shipments Orders Backlogs Inventory available to your customers Inventory available to you from your suppliers Profit margins Ease of recruiting/finding skilled talent Rising Remaining Flat / No Change Declining 143 136 115 114 113 109 103 89 79 78 Diffusion Index^
- 9. Current Direction of Key Business Indicators -- Primary Region: Global -- Diffusion Index^ Material costs Orders Labor costs Capacity Utilization Shipments Backlogs Profit margins Inventory available to your customers Inventory available to you from your suppliers Ease of recruiting/finding skilled talent Rising Remaining Flat / No Change Declining 148 130 130 127 124 115 108 100 96 96
- 10. Material costs Labor costs Orders Shipments Capacity Utilization Backlogs Inventory available to your customers Profit margins Inventory available to you from your suppliers Ease of recruiting/finding skilled talent Rise Remain Flat / No Change Decline 140 135 121 117 116 109 101 94 93 88 Diffusion Index^ Anticipated Direction of Key Business Indicators – Next Six Months -- Total --
- 11. • Among firms operating Globally and those in North America, shipments are expected to rise at a higher rate vs. Europe and APAC. • • At the same time, orders are expected to rise more so among firms operating Globally and those in North America when compared to Europe and APAC. • • The outlook for increased profit margins is notably weaker among European manufacturers. •
- 12. • Ease of recruitment is expected to improve more so in the next six months among firms operating Globally when compared to North American and European manufacturers. • • Outlook concerning inventories is more positive among manufacturers operating Globally compared to European manufacturers. • •
- 13. Anticipated Direction of Key Business Indicators – Next Six Months -- Primary Region: North America -- Diffusion Index^ Material costs Labor costs Orders Shipments Capacity Utilization Backlogs Inventory available to your customers Profit margins Inventory available to you from your suppliers Ease of recruiting/finding skilled talent Rise Remain Flat / No Change Decline 145 139 126 122 115 113 100 95 93 87
- 14. Material costs Labor costs Backlogs Orders Capacity Utilization Shipments Inventory available to your customers Inventory available to you from your suppliers Ease of recruiting/finding skilled talent Profit margins Rise Remain Flat / No Change Decline 143 130 112 110 110 107 90 83 80 79 Anticipated Direction of Key Business Indicators – Next Six Months -- Primary Region: Europe -- Diffusion Index^
- 15. Labor costs Material costs Capacity Utilization Shipments Orders Inventory available to your customers Backlogs Profit margins Inventory available to you from your suppliers Ease of recruiting/finding skilled talent Rise Remain Flat / No Change Decline 137 136 119 115 114 105 103 95 94 87 Anticipated Direction of Key Business Indicators – Next Six Months -- Primary Region: APAC -- Diffusion Index^
- 16. Anticipated Direction of Key Business Indicators – Next Six Months -- Primary Region: Global -- Orders Shipments Material costs Labor costs Capacity Utilization Profit margins Inventory available to your customers Inventory available to you from your suppliers Ease of recruiting/finding skilled talent Backlogs Rise Remain Flat / No Change Decline 138 135 135 131 125 112 109 106 104 104 Diffusion Index^
- 17. Gap: Material costs Labor costs Orders Shipments Backlogs Capacity Utilization Inventory available to your customers Profit margins Inventory available to you from your suppliers Ease of recruiting/finding skilled talent Current Direction Expected Direction Direction of Key Business Indicators – Diffusion Index^ -- Total -- -6 +1 +/-0 +2 -5 +2 +7 +9 +10 +9
- 18. Gap: Material costs Labor costs Orders Shipments Backlogs Capacity Utilization Inventory available to your customers Profit margins Inventory available to you from your suppliers Ease of recruiting/finding skilled talent Current Direction Expected Direction Direction of Key Business Indicators – Diffusion Index^ -- Primary Region: North America -- -2 -2 -2 +2 -7 +1 +11 +9 +14 +9
- 19. Material costs Labor costs Orders Capacity Utilization Backlogs Shipments Inventory available to your customers Profit margins Inventory available to you from your suppliers Ease of recruiting/finding skilled talent Current Direction Expected Direction Gap: Direction of Key Business Indicators – Diffusion Index^ -- Primary Region: Europe -- -2 +4 -2 +/-0 +4 +5 -7 +2 +6 +7
- 20. Material costs Labor costs Capacity Utilization Shipments Orders Backlogs Inventory available to your customers Inventory available to you from your suppliers Profit margins Ease of recruiting/finding skilled talent Current Direction Expected Direction -7 +1 +4 +1 +1 -6 +2 +5 +16 +9 Gap: Direction of Key Business Indicators – Diffusion Index^ -- Primary Region: APAC --
- 21. Material costs Orders Labor costs Capacity Utilization Shipments Backlogs Profit margins Inventory available to your customers Ease of recruiting/finding skilled talent Inventory available to you from your suppliers Current Direction Expected Direction Direction of Key Business Indicators – Diffusion Index^ -- Primary Region: Global -- -13 +8 +1 -2 +11 -11 +4 +9 +8 +10 Gap:
- 23. Anticipated Impact of the Russia-Ukraine Conflict on Electronics Supply Chains Total North America Europe APAC Global
- 24. Anticipated Impact of the Russia-Ukraine Conflict on Down-Stream Electronics Markets Total North America Europe APAC Global
- 28. > >