Navigating EMS Trends: Insights from NOTE AB’s CEO, Johannes Lind-Widestam, on Industry Growth, Market Challenges, and Strategic Expansions

EMS@C-LEVEL

Curious about how the latest EMS trends are shaping the industry landscape? Join me as I sit down with Johannes Lind-Widestam, CEO of NOTE AB, to uncover key insights from the latest quarters results. As we start with the top line sales revenue in different regions and markets, Johannes explains that despite growth in Western European industrial sectors, the communication sector has slowed somewhat, particularly with 5G infrastructure projects in China. Johannes offers a peek into how strategic order management and stellar customer service are helping navigate these choppy waters and paints a brighter picture for future customer partnerships.
Some of this softer demand is a result of economics and some is a result of the inventory bubble moving from EMS to OEM. Johannes explains the impact of inventory through complex supply chains and highlights their excellent cash position and the security and opportunities that presents going forward. We'll also explore how NOTE is positioning itself for future success through facility expansions in Torsby, Pärnu, and Lund, and the critical role of talent acquisition across the UK, Sweden, and China.
The episode wraps up with a discussion on the complexities of geopolitics and trade policies, like the hefty 100% tariff on Chinese EVs recently applied by the USA. Johannes underscores the importance of balancing short-term agility with long-term strategic planning to ensure a sustainable global footprint.
Tune in for a comprehensive look at the forces driving EMS industry dynamics today and tomorrow.

Like every episode of EMS@C-Level, this one was sponsored by global inspection leader Koh Young (https://www.kohyoung.com) and Adaptable Automation Specialist Launchpad.build (https://launchpad.build).
You can see video versions of all of the EMS@C-Level pods on our YouTube playlist.

Kapitler

1. Navigating EMS Trends: Insights from NOTE AB’s CEO, Johannes Lind-Widestam, on Industry Growth, Market Challenges, and Strategic Expansions (00:00:00)

2. Discussing EMS Trends and Industry Insights (00:00:08)

3. EMS Manufacturing Expansion and Talent Acquisition (00:13:53)

4. Exploring China's Consumer Market Expansion (00:25:26)