The electronics industry is changing – IDEA's analysts analyze the way forward

The electronics industry is facing a crucial shift. In a world where a US-dominated unipolar world order is being replaced by an increasingly multipolar reality, IDEA analyst Jordi Tarrida points out ways forward for the industry.

In a new video analysis and article from IDEA (International Distributors of Electronics Association), Tarrida discusses four crucial themes:

Nearshoring: Where should you invest today – and why?
Next allocation: How do you balance risk and capital commitment in the supply chain?
EBITDA improvements: Where is the money in the semiconductor chain?
AI and digitalization: How technology can increase margins.

In his speech, Tarrida highlights, among other things, how Europe's industrial map is being redrawn as production moves closer to home. Countries like Hungary, Romania and Morocco will be winners – but the Nordic region also has a strategic role as a technology and component supplier.

He also warns of recurring component shortages and points to the connection between monetary policy, interest rates and lead times. With smarter procurement, better inventory management and proactive risk analysis, companies can be better prepared for the next crisis.

Finally, Tarrida highlights how AI is quickly becoming crucial for competitiveness – from automated PCB design to predictive quality assurance.

A summary article (in English) can be read here: Electronics in Transition: Navigating the Multipolar World Order

Watch the full video here:

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