The Knowledge Base: Beyond the Badge—Why Membership Matters More Than Ever
Smart Automation: AI—Revolutionizing Inspection in Electronics Manufacturing
Standard of Excellence: The Role of Technology in Enhancing the Customer Experience
Driving Growth and Transforming the EMS Industry
March 5, 2025 | Nolan Johnson, SMT007 MagazineEstimated reading time: 1 minute
With IPC APEX EXPO 2025 just a few weeks away, industry veterans Jack Calderon and Chaim Lubin of Lincoln International speak about the transformative power of what they have dubbed the Electronics Super-Cycle. Jack and Chaim will be presenters at the EMS Leadership Summit on March 17, discussing the sustained growth trajectory of the EMS provider industry, driven by relentless demand for electronics in everyday life.
Highlighting their extensive experience in EMS transactions and strategic mergers, they offer a forward-looking perspective on how companies can navigate market challenges, leverage the Super-Cycle, and build equity value.
Nolan Johnson: Let’s start by talking about your presentation at the EMS Leadership Summit.
Jack Calderon: We have been fortunate to speak several times at IPC APEX EXPO, where we will continue to focus on our audience, which comprises entrepreneurs and long-established companies. Most entrepreneurs think about their exit plan and receiving the full value of what’s been built, while established companies always try to figure out ways to grow. Part of growth is getting new customers, but can also be acquiring companies that strategically fit. That acquisition part is our focus.
Chaim Lubin: We will talk about what's occurred in the market over the past year, as well as the past several years, that have shaped the EMS industry into what we have today. We will also talk about where the market is headed. We’ll be infusing our knowledge of the industry not only from the various companies we work with, but also from the standpoint of how mergers and acquisitions are helping shape the industry.
Johnson: What has happened recently to put us in the current position?
Calderon: Since 2016, we’ve been saying that the EMS industry will be a great beneficiary of what we call the Electronics Super-Cycle. You can see this in your everyday life; electronics are taking over. Whether it's an automobile, a coffeemaker, or a machine on a factory floor, electronics are revolutionizing the world. Someone has to build this stuff. That will primarily be the EMS industry. To us, the future of EMS has a spotlight on it.
To read the entire article, which originally published in the February 2025 SMT007 Magazine, click here.
Share on:
Suggested Items
Maxar Space Systems Selected to Build High-Power EchoStar XXVI Satellite Share
06/02/2025 | BUSINESS WIREMaxar Space Systems, a trusted partner in satellite design and manufacturing, today announced it has been awarded a contract by EchoStar Corporation to manufacture EchoStar XXVI, a high-power geostationary communications satellite based on the Maxar 1300™ platform.
Global Smart Manufacturing Market Size to Reach $787.54 Billion by 2030
06/02/2025 | PRNewswireThe global Smart Manufacturing Market Size is projected to be valued at USD 297.20 billion in 2023 and reach $787.54 billion by 2030, growing at a CAGR of 14.9% according to a new report by The Research Insights.
Rolls-Royce to Provide Power, Handling System for Canadian River-class Destroyers
06/02/2025 | Rolls-RoyceRolls-Royce has reached agreement on a significant scope of work to support Batch One of the River-class destroyer (RCD) program for the Royal Canadian Navy.
L3Harris Receives Contract to Develop Next-Generation Security Processor for US Government
06/02/2025 | L3Harris TechnologiesL3Harris Technologies has been awarded a contract by the U.S. government to develop a next-generation security processor to secure communication devices across the globe.
Moving Forward With Confidence: SMT007 Magazine June 2025
06/02/2025 | I-Connect007 Editorial TeamAre you as prepared to close a sale as you could be? IPC’s monthly EMS reports showed that EMS revenue increased in March and April. With a book-to-bill ratio of 1.41, things are moving fast. That said, EMS shipments in April were down 1.4%, and bookings in April decreased by 10% year over year. In the June 2025 issue of SMT007 Magazine, we discuss best practices to keep your business thriving.