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Themes that IPC's Chief Economist Shawn DuBravac offered last month continue to play out. Global demand remains strong, but the economic environment is softening. We are starting to see some early signs that demand is slowing. While there are still many reasons to remain optimistic, growth moving forward will be more difficult to achieve. The pandemic remains the largest risk factor right now. Surging new COVID-19 cases are limiting the potential for growth.
In addition to DuBravac's observations, you will also find U.S. and European data on economic growth, employment, consumer sentiment, manufacturers’ sentiment (PMI), manufacturing capacity utilization, and end markets for electronics.
As referenced in this month’s report, IPC released a new report examining the current state of the global electronics supply chain. This research will be updated monthly in order to gauge the current pulse of the industry. The current report summarizes the current conditions well. Read findings from the global sentiment report.
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Nolan Johnson, I-Connect007
This week has been both speedy and newsy. Of course, those two characteristics often seem to travel as a pair, don’t they? A four-day week here in the United States, accompanied by a wave of high-impact news from a wide variety of sources, would suggest that readers could be expected to spread out all over the news map. Not so much, judging from readership numbers; folks all found their highest value in the same type of news coverage. This week's list of must-reads is dominated by market reports as a result of that focused readership. On our list, we have PCB fabrication and EMS book-to-bill reports, a 10-year market forecast report, and a supply chain sentiment report. In addition, readers flocked to the EWPTE show coverage. Finally, we saw significant reader interest in the most recent podcast on sustainability in our logistical operations.
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