North American EMS Trade Up 15.5 P.c in September

IPC introduced at this time the September 2022 findings from its North American Electronics Manufacturing Providers (EMS) Statistical Program. The book-to-bill ratio stands at 1.29.

Whole North American EMS shipments in September 2022 had been up 15.5 % in comparison with the identical month final yr. In comparison with the previous month, September shipments decreased 0.1 %.

EMS bookings in September elevated 21.1 % year-over-year and elevated 18.1 % from the earlier month.

“North American EMS bookings improved within the final month, hitting a excessive for the yr, an indication that demand for sturdy items nonetheless has some life regardless of the slowing macroeconomic surroundings,” mentioned Shawn DuBravac, IPC’s chief economist. “Shipments stay wholesome for a second consecutive month, a hopeful signal that extreme provide chain constraints are behind us.”

EMS book to bill chart for September 2022

Detailed Knowledge Accessible

Firms that take part in IPC’s North American EMS Statistical Program have entry to detailed findings on EMS gross sales development by kind of manufacturing and firm dimension tier, order development and backlogs by firm dimension tier, vertical market development, the EMS book-to-bill ratio, 3-month and 12-month gross sales outlooks, and different well timed information.

Deciphering the Knowledge

The book-to-bill ratios are calculated by dividing the worth of orders booked over the previous three months by the worth of gross sales billed throughout the identical interval from firms in IPC’s survey pattern. A ratio of greater than 1.00 means that present demand is forward of provide, which is a constructive indicator for gross sales development over the subsequent three to 12 months. A ratio of lower than 1.00 signifies the reverse.

Yr-on-year and year-to-date development charges present essentially the most significant view of business development. Month-to-month comparisons needs to be made with warning as they replicate seasonal results and short-term volatility. As a result of bookings are usually extra risky than shipments, adjustments within the book-to-bill ratios from month to month won’t be vital until a pattern of greater than three consecutive months is clear. It’s also vital to think about adjustments in each bookings and shipments to know what’s driving adjustments within the book-to-bill ratio.

IPC’s month-to-month EMS business statistics are primarily based on information offered by a consultant pattern of meeting tools producers promoting within the USA and Canada. IPC publishes the EMS book-to-bill ratio by the tip of every month.


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