Punching Out: M&A North American PCB and EMS Deals for the First Half of 2025
The Chemical Connection: Sales Organization from a Capital Equipment Perspective
Marcy’s Musings: From Pitch to PO—The Sales Stack
Morgan and Starkey on CPCA 2016, Automation, and the Upcoming ECWC14
April 12, 2016 | Pete Starkey, I-Connect007Estimated reading time: 7 minutes
Morgan: Well, yes. There is no doubt that it started out here because of low cost labor but now they are going to very large automated model. In the end they'll become self-sustaining, if you look around now, the supply base is really in China and in Asia. This means for everything—you think of raw materials, chemistry, equipment—it's all here.
All that really isn't here are two things, the start and the end! So design is largely not here, and the consumer market is largely not here either. Design authorities are mostly still in North America and Europe and the biggest consumer market in the world is still Europe, followed by North America. So actually, the middle of it is all done here with the supply chain all around.
If you think about Europe, think about North America, think of all the chemical supply companies and laminate supply companies that used to exist. There are very few now, and these are concentrated into very large successful operations, many in Asia supplying an Asian market. So you couldn't pick up just the PCB bit any more, you’d need to pick up the whole supply chain as well, and that's too much.
Starkey: I think you've clarified my understanding with your explanation; thanks very much.
To change the subject Alun, you’re involved with the World Electronics Circuits Council; where is WECC going?
Morgan: Well, it's been good to see the turnout from the trade associations here. We've had a great turn out for the WECC dinner and all the trade associations from around the world have been present. So the next step really is the World Convention which comes around every three years.
Starkey: Where will that be next?
Morgan: The EIPC hosted the last one in Europe in 2014, which seems a long time ago now. The next one is in Korea in April 2017 and will be hosted by KPCA, the Korean Printed Circuit Association.
Starkey: Will it be a convention in its own right or will it be attached to a trade show?
Morgan: It will be a trade show plus world convention. That’s one thing we don’t have in EIPC is a trade show attached to a conference. All the rest have a trade show attached, and KPCA has a big show every year anyway in Seoul, so next year they will have the World Convention attached to it. There is a full contingent from KPCA here this week, very keen to make sure their show is a success and the planning for the convention is already well advanced. We have some meetings with KPCA to finalize it, but we are just about one year away from the countdown. This will be ECWC14, the 14th Electronics Circuits World Convention—the first one was in London in 1978. I’m sure you can remember that far back!
Starkey: I was only a beginner in the industry then, Alun! Great to see you in Shanghai and many thanks for sharing your observations.
Morgan: A pleasure, Pete.
Page 2 of 2Share on:
Testimonial
"We’re proud to call I-Connect007 a trusted partner. Their innovative approach and industry insight made our podcast collaboration a success by connecting us with the right audience and delivering real results."
Julia McCaffrey - NCAB GroupSuggested Items
Insulectro & Dupont Host Technology Symposium at Silicon Valley Technology Center June 25
06/22/2025 | InsulectroInsulectro, the largest distributor of materials for use in the manufacture of PCBs and printed electronics, and DuPont, a major manufacturer of flex laminates and chemistry, invite fabricators, OEMS, designers, and engineers to attend an Innovation Symposium – Unlock the Power - this Wednesday, June 25, at DuPont’s Silicon Valley Technology Center in Sunnyvale, CA.
Ventec Strengthens Commitment to Halogen-Free PCB Manufacturing in Europe
06/11/2025 | Ventec International GroupVentec International Group, the PCB materials innovator, manufacturer, supplier and one-stop shop for copper clad laminates, prepregs, as well as process consumables and PCB manufacturing equipment has established volume inventory of halogen-free FR4.1 and FR15.1 PCB materials at its European hub in Germany.
Ventec International Group Enters into a Fulfillment and Supply Agreement with Matrix and Launches Ventec Americas
06/09/2025 | Ventec International GroupVentec is excited to announce a new partnership with Matrix aimed at enhancing the fulfillment, value-added conversion, and distribution of PCB base materials across the North American market. This collaboration is set to significantly improve supply chain efficiency, and delivery performance for the company's North American customers.
Panasonic Appoints Matrix as its Authorized Distributor in Europe
06/03/2025 | Matrix ElectronicsEffective July 1st, 2025, Panasonic Industry Co., Ltd. has appointed Matrix Electronics Limited as its Authorized Distributor in the European region.
From DuPont to Qnity: A Bold Move in Electronics Materials
05/14/2025 | Marcy LaRont, I-Connect007DuPont has announced the intended spinoff of a public independent electronics company, Qnity, which will serve as a solutions provider to the semiconductor and electronics industries to enhance competitiveness and innovation in advanced computing, smart technologies, and connectivity. In this interview, Jon Kemp, Qnity CEO-elect and current president of DuPont’s Electronics business, shares his insights on the strategic separation from DuPont.