EMSNOW

Eric and Dieter visit this highly technical facility in Eindhoven, Netherlands and are very impressed with the level of engineering exhibited there. The depth of the capabilities for electronics manufacturing was nearly overwhelming - going beyond traditional electronics manufacturing into a wide variety of testing capabilities and much more for highly complex systems. In this podcast, the two discuss what they saw and its significance. Eindhoven is a technology cluster with a rich history, and they briefly cover some details, with more to come in coming weeks.

EMSNOW thanks CalcuQuote, Cogiscan, and Mycronic for making this trip possible.

Eric and Dieter travel to Belgium and visit with two EMS companies there; this podcast covers their comments about both.

C-MAC Electronics is in Ronse, Belgium and Eric begins the podcast by providing a brief overview of its history. The company has a new CEO and the team met with nearly the entire C-suite: CEO RiwanTamic; CFO Yves Demeulemeester; COO DannyDetemmerman; Global Sales Director BertVanneste; and Chairman KenHenderson. Dieter provides more details about what they learned. 

VDL TBP Electronics is an EMS that Dieter visited a few weeks ago and wanted Eric to see. They discuss the unique characteristics of its business strategy, and how they are responding to the disruptions of the past few quarters. This is a fascinating window into how two serious analysts are updating their notes with real-time data about a rapidly evolving industry.

EMSNOW is grateful to CalcuQuote, Cogiscan, and Mycronic for their sponsorship of EMSNOW On Tour 2022.

Eric and Dieter had dinner with ALL Circuits' President Bruno Racault before touring the ALL Circuits facility in Meung sur Loire, one of the most advanced EMS facility either of these analysts had ever seen. The podcast focuses on their detailed reaction to what they saw, as well as a continuation of the discussion about the challenges of sizing the global European EMS industry, clarifying some comments from yesterday's podcast. The two travel to Belgium next.

EMSNOW thanks tour sponsors CalcuQuote, Cogiscan, and Mycronic.

Eric and Dieter visited Lacroix in Beaupréau in the beautiful Loire region of France, where they tour this very advanced facility purposely built for maximum automation. On the debrief podcast they discuss the challenges of sizing and ranking European EMS companies, the advantages of the level of automation demonstrated in this facility, and what they are learning as they reach the mid-point on their 2022 European Tour. 

EMSNOW is grateful to CalcuQuote, Cogiscan, and Mycronic for their sponsorship.

Eric and Dieter traveled to the Normandy region of France to visit Asteelflash. They met with EVP Nicolas Denis and Plant Manager Fabrice Colin, and on this podcast they discuss this impressive global company with facilities across four continents. The two continue their analysis of the industry in this region and some surprises about outsourcing trends. 

EMSNOW wishes to thank sponsors CalcuQuote, Cogiscan, and Mycronic.

Their last EMS tour in Sweden, Eric and Dieter met with  Luciano Pasquariello,  Pasi Hiedanpää, and Joakim Engbe at the Scanfil facility in Malmö; they met with Carl-Johan Forsberg via video conference. This podcast begins with Dieter's analysis of Scanfil and then the discussion moves to the capabilities of this unique facility. 

EMSNOW is grateful to the sponsors that made this tour possible:  CalcuQutoe, Cogiscan, and Mycronic.

Eric and Dieter traveled to Ronneby, Sweden where they met with Mattias Lindhe, President & CEO and Ulf  Karlsson, VP Operations of Orbit One. During this podcast, the two share their impressions of the visit, and Dieter gives Eric the latest data about the industry and how 2022 is closing out for the EMS in Europe. 

EMSNOW wishes to thank the sponsors of this tour, CalcuQuote, Cogiscan, and Mycronic.

Eric and Dieter visited the Boras facility of Inission Syd AB which used to be Inission Borås AB and met Olle Hulteberg founder of Inission and Carl Lidén Managing Director of Inission Borås AB.

In this episode, they discuss in depth what they learned on their visit, the unique characteristics of this specialized EMS facility, its customer base, and how they fit into the overall industry. 

Today's podcast features Eric and Dieter's discussion of their visit to Kitron in Jönköping, Sweden.  They met with the facility's general manager Stefan Hansson and were delighted to also spend time with Peter Nilsson, President and CEO of Kitron Group. On the podcast, they analyze Kitron's market strategy and technical capabilities and reflect on the overall EMS industry in this geography, including the unique OEM outsourcing context of the region.  Dieter adds insights from his detailed research of the topic. 

The first stop on Eric Miscoll and Dieter Weiss' European tour 2022 is Västerås, Sweden where they visit one of the Enics facilities and learn about the progress of the merger between Enics and GPV group, announced this past June. They discuss what they heard during the facilities tour about the synergies between the two companies, how it will impact their industrial customer base and the new geographic footprint they will have when the merger is finalized.

This is a fascinating conversation between two knowledgeable industry experts, made possible by the following sponsors:

 CalcuQuote, a software solutions partner for the electronics industry
Cogiscan – the factory digitalization partner for electronics manufacturers globally
Mycronic – global supplier of high precision production equipment