Ed Henderson and Walt Custer will be presenting a paper on Wednesday May 7 in Session 1.1 (Management/Markets) at 11:40am.
Global Electronic Industry Supply Chain Dynamics; Forecasting Equipment and Component Demand caused by Business Cycles, Product and Technology Changes and Geographical Shifts
By Walter Custer, Custer Consulting Group and Edward Henderson, Henderson Ventures
The electronic industry supply chain (finished electronic equipment, EMS and ODM activities, components, materials and process equipment) historically has experienced strong seasonality and disruptive multi-year business cycles. Relentless downward cost pressures and major changes in end product mix and technology (including the shift from traditional personal computers and cell phones to integrated mobile integrated communication devices) have further stressed all suppliers. Predicting and quantifying business cycle, technology and product changes can help companies focus R&D efforts, construct proper sales forecasts, purchase materials on a timely basis, plan capital investments and ensure adequate work force levels.
Goal of this paper
Present a unified geographic model for quantifying global electronic supply chain values and predicting future demand by region and product type based on historical data and leading indicators.
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Walt D. Custer
Walt Custer is an industry analyst focused on the global electronics industry. Prior to forming Custer Consulting Group he was Vice President of Marketing and Sales for Morton Electronic Materials, a global supplier of specialty chemicals and process equipment for the PCB industry.
Custer has been a member of the IPC trade organization since 1975 where he received both the President's and the Raymond E. Pritchard Hall of Fame Awards. He is currently a member of the IPC Executive Market & Technology Steering Committee. Custer is also a Director of the EIPC European PCB trade organization.
He authors regular “Market Outlook” columns for Global SMT & Packaging magazine, the Journal of the HKPCA and the TTI MarketEYE website.