monitoring the pulse of the global electronics industry
TRANSCRIPT
Monitoring the Pulse of the Global Electronics Industry
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Material costs
Labor costs
Orders
Backlogs
Sales
Capacity utilization
Inventories
Profit margins
Inventory available to your customers
Ease of recruiting/finding skilled talent
Inventory available to you from your suppliers
Rising Remaining Flat / No Change Declining
144
133
127
125
124
114
101
96
89
77
73
Diffusion Index
Current Direction of Key Business Indicators
•
•
•
•
•
•
Material costs
Labor costs
Backlogs
Orders
Sales
Capacity utilization
Inventories
Profit margins
Inventory available to your customers
Ease of recruiting/finding skilled talent
Inventory available to you from your suppliers
Rising Remaining Flat / No Change Declining
144
139
128
125
122
111
97
96
84
70
66
Diffusion Index
North America: Current Direction of Key Business Indicators
Material costs
Orders
Sales
Backlogs
Labor costs
Capacity utilization
Inventories
Inventory available to your customers
Profit margins
Ease of recruiting/finding skilled talent
Inventory available to you from your suppliers
Rising Remaining Flat / No Change Declining
146
132
130
128
122
116
103
90
90
72
74
Diffusion Index
Europe: Current Direction of Key Business Indicators
Material costs
Labor costs
Orders
Sales
Capacity utilization
Backlogs
Inventories
Inventory available to your customers
Profit margins
Ease of recruiting/finding skilled talent
Inventory available to you from your suppliers
Rising Remaining Flat / No Change Declining
142
130
128
122
118
113
108
100
99
93
86
Diffusion Index
APAC: Current Direction of Key Business Indicators
Material costs
Labor costs
Orders
Backlogs
Sales
Capacity utilization
Inventories
Profit margins
Inventory available to your customers
Ease of recruiting/finding skilled talent
Inventory available to you from your suppliers
Rise Remain Flat / No Change Decline
136
131
128
126
119
112
103
103
100
95
91
Diffusion Index
Anticipated Direction of Key Business Indicators-- Next Six Months --
•
•
•
•
Material costs
Labor costs
Sales
Orders
Capacity utilization
Backlogs
Inventories
Profit margins
Inventory available to your customers
Inventory available to you from your suppliers
Ease of recruiting/finding skilled talent
Rise Remain Flat / No Change Decline
139
136
127
125
117
116
103
102
98
93
89
Diffusion Index
North America: Anticipated Direction of Key Business Indicators-- Next Six Months --
Material costs
Sales
Orders
Labor costs
Capacity utilization
Backlogs
Inventories
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
132
129
124
122
109
104
101
101
94
83
Diffusion Index
Europe: Anticipated Direction of Key Business Indicators-- Next Six Months --
Material costs
Orders
Sales
Labor costs
Capacity utilization
Profit margins
Backlogs
Inventory available to your customers
Inventory available to you from your suppliers
Ease of recruiting/finding skilled talent
Inventories
Rise Remain Flat / No Change Decline
128
127
126
124
122
107
104
103
101
100
100
Diffusion Index
APAC: Anticipated Direction of Key Business Indicators-- Next Six Months --
144
133
127125
124
114
101
96
89
7773
136
131
126
112
128
119
103 103100
91 95
Material costs Labor costs Orders Backlogs Sales Capacity utilization Inventories 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^
-- Current vs. 6mo Anticipated --
144139
125128
122
111
97 96
84
7066
139136
125
116
127
117
103 10298
89 93
Material costs Labor costs Orders Backlogs Sales Capacity utilization Inventories Profit margins Inventory
available to your
customers
Ease of
recruiting/finding
skilled talent
Inventory
available to you
from your
suppliers
Current Direction
Expected Direction
North America: Direction of Key Business Indicators – Diffusion Index^
-- Current vs. 6mo Anticipated --
146
122
132
128
130
116103
90 90
72 74
140
124129
109
132
122
104101 101
83
94
Material costs Labor costs Orders Backlogs Sales Capacity utilization Inventories Profit margins Inventory
available to your
customers
Ease of
recruiting/finding
skilled talent
Inventory
available to you
from your
suppliers
Current Direction
Expected Direction
Europe: Direction of Key Business Indicators – Diffusion Index^
-- Current vs. 6mo Anticipated --
142
130128
113 122118
108
99 100
93
86
128
124127
104
126122
100
107103
100101
Material costs Labor costs Orders Backlogs Sales Capacity utilization Inventories Profit margins Inventory
available to your
customers
Ease of
recruiting/finding
skilled talent
Inventory
available to you
from your
suppliers
Current Direction
Expected Direction
APAC: Direction of Key Business Indicators – Diffusion Index^
-- Current vs. 6mo Anticipated --
Increased significantly
Increased slightly
Remained stable/unchanged
Decreased slightly
Decreased significantly
90%
Extent to Which Semiconductor Shortage/Other Supply Issues Have Resulted in Higher Price Paid to Suppliers
By end of Q3 2021
By end of Q4 2021
By end of Q1 2022
By end of Q2 2022
In the second half of 2022 or beyond
When Current Semiconductor Shortage Anticipated to be Resolved
7%
Lead times are down
Lead times have not changed
Lead times are up 1-2 weeks
Lead times are up 3-4 weeks
Lead times are up 5-6 weeks
Lead times are up 7-8 weeks
Lead times are up 8+ weeks
88%
Change in Lead Times
Extremely easy - there are plenty of qualified
candidates
Somewhat easy
Neither easy nor difficult
Somewhat difficult
Extremely difficult - there is a severe lack of qualified
candidates
80%
Ease of Finding Qualified Workers
None of the above
Other, please specify
Engaging assistance from professional societies and/or
associations
Offering additional bonuses
Offering additional benefits
Creating new pathways to access untapped talent (i e ,
apprenticeships, internships, K-12 partnerships, etc )
Increasing flexibility in hours
Offering additional training/education
Raising wages
Upskilling current workers
Current Actions Being Taken to Address Worker Shortage
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