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Webinar: Q3 Supply Chain: AI, Automotive, & Interconnect Trends
We are thrilled to have Dennis Reed join us again for another installment in Edgewater Research and Octopart's, Navigating the Shifting Landscape: Supply Chain, A.I., Automotive, and Interconnect Trends series.
In this installment, we chat about Edgewater Research, the current down cycle, and outlooks in industry areas like PCs, servers, automotive, smartphones, industrial, military, and more.
0:00 Intro
1:48 Agenda
2:27 About Edgewater Research
3:17 Why Edgewater?
4:32 Partnering with Edgewater Research
4:41 Speaker Background & Contact Information
5:12 How Does the Current Down Cycle Compare?
9:33 Tech Supply Chain Inventory Levels Replenished
12:37 Capacity Additions are a Step Function
14:23 2023 & 2024 PC Outlook
17:26 2023 & 2024 Server Outlook
24:12 2023 & 2024 Smartphone Outlook
26:41 2023 Auto Outlook
28:25 2023 & 2024 Auto Outlook
31:03 2023 Industrial Demand Outlook
34:27 2023 Military Demand Outlook
36:45 Edgewater Research Industry Sales Estimates
40:36 Things to Watch in 2023 & Beyond
43:22 Navigating the Shifting Landscape Series Continues
43:46 Q&A
49:59 Outro
Browse the Entire Shifting Landscape Series Here: https://www.youtube.com/playlist?list=PLtZurp7-0DcVt2P_fWNZ3aJQiCf7F22kD
Octopart The Pulse: https://ow.ly/BQXP50PinMG
Edgewater Research: https://ow.ly/tlb450PinPJ
View all episodes
By Ctrl+Listen PodcastWe are thrilled to have Dennis Reed join us again for another installment in Edgewater Research and Octopart's, Navigating the Shifting Landscape: Supply Chain, A.I., Automotive, and Interconnect Trends series.
In this installment, we chat about Edgewater Research, the current down cycle, and outlooks in industry areas like PCs, servers, automotive, smartphones, industrial, military, and more.
0:00 Intro
1:48 Agenda
2:27 About Edgewater Research
3:17 Why Edgewater?
4:32 Partnering with Edgewater Research
4:41 Speaker Background & Contact Information
5:12 How Does the Current Down Cycle Compare?
9:33 Tech Supply Chain Inventory Levels Replenished
12:37 Capacity Additions are a Step Function
14:23 2023 & 2024 PC Outlook
17:26 2023 & 2024 Server Outlook
24:12 2023 & 2024 Smartphone Outlook
26:41 2023 Auto Outlook
28:25 2023 & 2024 Auto Outlook
31:03 2023 Industrial Demand Outlook
34:27 2023 Military Demand Outlook
36:45 Edgewater Research Industry Sales Estimates
40:36 Things to Watch in 2023 & Beyond
43:22 Navigating the Shifting Landscape Series Continues
43:46 Q&A
49:59 Outro
Browse the Entire Shifting Landscape Series Here: https://www.youtube.com/playlist?list=PLtZurp7-0DcVt2P_fWNZ3aJQiCf7F22kD
Octopart The Pulse: https://ow.ly/BQXP50PinMG
Edgewater Research: https://ow.ly/tlb450PinPJ