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Preparing for 2024 forecasts

At the time of writing, I’m already waiting for the executive forecast copy to start arriving ahead of the December issues of Electronics Sourcing UK and North America. At this stage of the process, I like to play a mind game by trying to second guess the authors’ thoughts and then compare my ideas with the final articles.   If I was to write my own executive forecast it would start with reshoring, nearshoring and friend shoring. At present, I’m awash with news about investments in new manufacturing and distribution facilities in the UK, Europe and North America. Likewise, I’m…

Disintegrated circuits

I can still remember when I first encountered the concept of integrated circuits during electronics lessons at school in the 1970s. As a naive child encountering this technology for the first time I imagined the integration process would rattle along at a good pace until all electronic functions were integrated into a single chip. At that point, the world would only need one chip because it would be able to offer every function any electronic product would ever need. I could not have got that more wrong if I tried. Every ‘integration’ the semiconductor sector achieves is followed by a…

Where to make, where to buy?

On page 30 of this issue, John Denslinger discusses the benefits and limitations of reshoring, nearshoring and friendshoring. It’s a topic which has been bubbling under the surface for at least 30-years since the offshoring phenomenon first started gaining pace. So, why has it resurfaced now? The answer is simple, nothing stays the same for ever.   All the variables that made offshoring the only solution three decades ago have been, still are and will always be in a state of constant flux. At any point in time the sum of these variables either suggests offshoring is the right or…

Global distribution under the spotlight

Welcome to the bumper September issue of Electronics Sourcing North America, weighing in at 100-pages. One key reason the issue has reached this page-count milestone is it’s home to two significant reports: the ECIA’s Top 50 Global Authorized Distributors Report 2023; and ESNA’s Top 20 Global Independent Distributors Report 2023.   Opening the ECIA Report, chief analyst, Dale Ford, explains how this year’s findings build on the foundation of previous years’ data, with publication of this update a continuation of a plan to develop additional research on the electronic component distribution markets.   Dale explained the methodology used to compile…

Disintegrated circuits

I can still remember when I first encountered the concept of integrated circuits during electronics lessons at school in the 1970s. As a naive child encountering this technology for the first time I imagined the integration process would rattle along at a good pace until all electronic functions were integrated into a single chip. At that point, the world would only need one chip because it would be able to offer every function any electronic product would ever need.   I could not have got that more wrong if I tried. Every ‘integration’ the semiconductor sector achieves is followed by…

Opportunities for reshoring

I have no academic background in economics and whenever I delve into the subject I’m soon confronted by maths that is so many pay grades above me I can’t even see the top. Thus, I keep my observations at ground level. So, when I witness reshoring trends, it triggers memories of the ‘80s when offshoring was the management guru’s go to move. At the time, I recall researching offshoring and stumbling across the theory of comparative advantage. I ignored the maths and went for the simplest explanation I could find. Here goes: Imagine two countries would like access to commercial…