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Navigating Tariffs, Talent, and Technology: Parting Insights from IPC APEX 2025
Manage episode 472538043 series 2982797
The curtain has fallen on IPC APEX 2025 after an intensive three days that yielded over 50 interviews with industry leaders. As attendees and exhibitors drifted out into the California sunshine, they left behind conversations that revealed the electronics manufacturing industry at a crossroads of political uncertainty, technological transformation, and talent challenges.
Tariffs dominated discussions, creating a palpable sense of unease. EMS companies aren't necessarily advocating for specific policies but seek stability to make confident investment decisions. This uncertainty extends to manufacturing locations, with executives questioning whether operations should be in the US, Mexico, Canada or elsewhere. The business decision of where to manufacture has become a complex calculation influenced by shifting political winds.
Talent development emerged as a critical focus during the EMS Leadership Summit. Audrey McGuckin delivered a compelling keynote and facilitated discussions on linking business strategy with talent acquisition and development. Companies recognize that addressing the talent pipeline is fundamental to future success, regardless of technological advancement.
The AI conversation has evolved significantly. Unlike the overwhelming scope of Industry 4.0 initiatives that left many disappointed, companies now favor targeted AI projects with clear KPIs and solid ROI potential. Many attendees came specifically to identify trustworthy AI partners who could guide them through implementation without expensive missteps. At least, previous work undertaken in the name of Industry 4.0 has provided valuable connectivity and data foundations that are essential for successful AI deployment.
European politics also received some attention, with discussions about the recent German elections and defense spending increases. This political focus underscores IPC's crucial government relations work undertaken in Brussels, Washington and around the world.
Subscribe to our YouTube channels at https://www.youtube.com/@scooptv3275 and follow the EMS@C-Level podcast to catch all the upcoming interviews as we dive deeper into these industry-defining conversations. The insights shared at APEX 2025 will undoubtedly shape manufacturing strategies around the world.
EMS@C-Level Live at APEX is sponsored by global inspection leaders Koh Young (https://www.kohyoung.com) and Creative Electron (https://creativeelectron.com)
EMS@C-Level is sponsored by global inspection leaders Koh Young (https://www.kohyoung.com) and Creative Electron (https://creativeelectron.com)
You can see video versions of all of the EMS@C-Level pods on our YouTube playlist.
Capitoli
1. Show Wrap-Up and California Sunshine (00:00:00)
2. Tariffs and Business Uncertainty (00:00:17)
3. Talent Development Discussions (00:01:11)
4. AI Implementation Challenges (00:02:07)
5. European Politics and IPC Recognition (00:03:23)
6. Content Follow-Up Information (00:05:00)
257 episodi
Manage episode 472538043 series 2982797
The curtain has fallen on IPC APEX 2025 after an intensive three days that yielded over 50 interviews with industry leaders. As attendees and exhibitors drifted out into the California sunshine, they left behind conversations that revealed the electronics manufacturing industry at a crossroads of political uncertainty, technological transformation, and talent challenges.
Tariffs dominated discussions, creating a palpable sense of unease. EMS companies aren't necessarily advocating for specific policies but seek stability to make confident investment decisions. This uncertainty extends to manufacturing locations, with executives questioning whether operations should be in the US, Mexico, Canada or elsewhere. The business decision of where to manufacture has become a complex calculation influenced by shifting political winds.
Talent development emerged as a critical focus during the EMS Leadership Summit. Audrey McGuckin delivered a compelling keynote and facilitated discussions on linking business strategy with talent acquisition and development. Companies recognize that addressing the talent pipeline is fundamental to future success, regardless of technological advancement.
The AI conversation has evolved significantly. Unlike the overwhelming scope of Industry 4.0 initiatives that left many disappointed, companies now favor targeted AI projects with clear KPIs and solid ROI potential. Many attendees came specifically to identify trustworthy AI partners who could guide them through implementation without expensive missteps. At least, previous work undertaken in the name of Industry 4.0 has provided valuable connectivity and data foundations that are essential for successful AI deployment.
European politics also received some attention, with discussions about the recent German elections and defense spending increases. This political focus underscores IPC's crucial government relations work undertaken in Brussels, Washington and around the world.
Subscribe to our YouTube channels at https://www.youtube.com/@scooptv3275 and follow the EMS@C-Level podcast to catch all the upcoming interviews as we dive deeper into these industry-defining conversations. The insights shared at APEX 2025 will undoubtedly shape manufacturing strategies around the world.
EMS@C-Level Live at APEX is sponsored by global inspection leaders Koh Young (https://www.kohyoung.com) and Creative Electron (https://creativeelectron.com)
EMS@C-Level is sponsored by global inspection leaders Koh Young (https://www.kohyoung.com) and Creative Electron (https://creativeelectron.com)
You can see video versions of all of the EMS@C-Level pods on our YouTube playlist.
Capitoli
1. Show Wrap-Up and California Sunshine (00:00:00)
2. Tariffs and Business Uncertainty (00:00:17)
3. Talent Development Discussions (00:01:11)
4. AI Implementation Challenges (00:02:07)
5. European Politics and IPC Recognition (00:03:23)
6. Content Follow-Up Information (00:05:00)
257 episodi
Tutti gli episodi
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1 Inside IPC: How Government Relations and Industry Intelligence Help Shape the Electronics Industry 10:02

1 Inside IPC: The Electronics Industry Fights for Stability in Washington with Richard Cappetto 9:36

1 Navigating Tariff Challenges with Cofactr Co-Founder Philip Gulley: The Future of Procurement 12:29

1 Down at the Doctor's with Dr. Bill Cardoso and Dr. Eric Miscoll: AI Curiosity, Tariff Turmoil, Economic Uncertainty, and Much More 13:53

1 Revolutionizing Everything, Even Manufacturing: The Transformative Power of AI with Emily Laird 22:57

1 Book-to-Bills, Tariffs, Economic Uncertainty, and the Reshaping of US-Europe Relations: All on EMS & The Economist with Shawn DuBravac 19:27

1 The Reluctant Entrepreneur: Mike Konrad's Journey Through Entrepreneurship, Networking and SMTA 27:21

1 Aligning Talent with Strategy in Electronics Manufacturing with Audrey McGuckin on EMS@C-Level 28:33




1 Tariffs and Trade: EMS & The Economist on Global Manufacturing's Future Amid Political Shifts 23:29


1 Electronica 24: Innovation, Economic Transformation, Democracy and Sustainability in Costa Rica 7:00

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1 Challenging Economic Conditions and Shifting Landscapes in Global Manufacturing with TTI's Jeff Ray 30:39

1 Electronica 24: A Glimpse into Asteelflash's Innovative Future with Nicolas Denis and Dragan Persic 13:14

1 Electronica 24: Eleonetech CEO on Electronics Manufacturing in Tunisia with EMSNOW's Eric Miscoll 7:51
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