Welcome to the latest edition of our monthly Industry Intelligence Insights, where we consolidate IPC’s latest research and analysis to keep you informed about the trends shaping the electronics manufacturing industry. I’m Thiago Guimarães, your Director of Industry Intelligence, and I’m excited to help curate this newsletter as a key resource for actionable insights.

Each edition will open with a market analysis by IPC’s Chief Economist, Shawn DuBravac, providing you with expert commentary on the economic forces impacting our industry. This month, Shawn highlights the challenges and opportunities presented by potential tariff changes and global economic trends, offering a strategic lens for the year ahead.  

This edition also spotlights our newly released white paper, Why Double Materiality Assessments Matter: Compliance and Competitive Advantage. Developed with Anthesis Group, this paper offers essential guidance for navigating the EU's Corporate Sustainability Reporting Directive (CSRD) and leveraging sustainability as a competitive advantage.

Additionally, our November book-to-bill reports for EMS and PCB reflect sustained demand and notable market shifts, while the December Global Sentiment Report delves into the challenges of rising costs and trade concerns as we enter 2025.

As we close out 2024, we also reflect on an impactful year for IPC’s Industry Intelligence Program, including the launch of this newsletter. Thank you for joining our journey to empower the global electronics ecosystem.

Warm regards,
Thiago Guimarães
Director of Industry Intelligence, IPC