Monitoring the Pulse of the Global Electronics Industry

>
▪

>
▪

>
▪

>

>
 Current Direction of Key Business Indicators
-- Total --
Diffusion Index^

Material costs 143

Labor costs 138

Backlogs 122

Orders 120

Shipments 112

Capacity Utilization 111

Inventory available to your customers 88

Profit margins 82

Ease of recruiting/finding skilled talent 80

Inventory available to you from your suppliers 78

Rising Remaining Flat / No Change Declining

• Shipments are currently rising at a higher rate for firms operating Globally compared to those in North
America.
•

• As a result, profit margins are also rising at a higher rate for Global firms vs. those in North America.
•
 Current Direction of Key Business Indicators
-- Primary Region: North America --

Diffusion Index^

Material costs 145

Labor costs 141

Backlogs 124

Orders 118

Capacity Utilization 107

Shipments 105

Inventory available to your customers 87

Profit margins 77

Ease of recruiting/finding skilled talent 75

Inventory available to you from your suppliers 75

Rising Remaining Flat / No Change Declining

 Current Direction of Key Business Indicators
-- Primary Region: Europe --

Diffusion Index^

Material costs 145

Labor costs 135

Orders 122

Backlogs 122

Shipments 118

Capacity Utilization 112

Inventory available to your customers 85

Profit margins 82

Ease of recruiting/finding skilled talent 79

Inventory available to you from your suppliers 71

Rising Remaining Flat / No Change Declining

 Current Direction of Key Business Indicators
-- Primary Region: APAC --

Diffusion Index^

Material costs 138

Labor costs 136

Orders 119

Backlogs 117

Shipments 110

Capacity Utilization 110

Inventory available to your customers 92

Inventory available to you from your suppliers 88

Ease of recruiting/finding skilled talent 87

Profit margins 86

Rising Remaining Flat / No Change Declining

 Current Direction of Key Business Indicators
-- Primary Region: Global --

Diffusion Index^

Material costs 147

Labor costs 141

Orders 134

Shipments 132

Capacity Utilization 129

Backlogs 122

Profit margins 97

Inventory available to your customers 89

Ease of recruiting/finding skilled talent 82

Inventory available to you from your suppliers 80

Rising Remaining Flat / No Change Declining

 Anticipated Direction of Key Business Indicators – Next Six Months
-- Total --
Diffusion Index^

Material costs 142

Labor costs 137

Orders 121

Shipments 119

Capacity Utilization 118

Backlogs 113

Inventory available to your customers 99

Profit margins 94

Inventory available to you from your suppliers 93

Ease of recruiting/finding skilled talent 87

Rise Remain Flat / No Change Decline

• Expectations for rising shipments are more pronounced among firms operating Globally.
•

• Similarly, expectations for rising orders are also more pronounced among firms operating Globally.
•

• Inventory available from suppliers is expected to rise more quickly among Global firms when
compared to European firms.
•
 Anticipated Direction of Key Business Indicators – Next Six Months
-- Primary Region: North America --
Diffusion Index^

Material costs 144

Labor costs 138

Orders 117

Backlogs 116

Shipments 114

Capacity Utilization 114

Inventory available to your customers 94

Profit margins 91

Inventory available to you from your suppliers 89

Ease of recruiting/finding skilled talent 87

Rise Remain Flat / No Change Decline

 Anticipated Direction of Key Business Indicators – Next Six Months
-- Primary Region: Europe --
Diffusion Index^

Material costs 145

Labor costs 138

Orders 120

Shipments 116

Capacity Utilization 113

Backlogs 111

Inventory available to your customers 93

Profit margins 89

Inventory available to you from your suppliers 86

Ease of recruiting/finding skilled talent 81

Rise Remain Flat / No Change Decline

 Anticipated Direction of Key Business Indicators – Next Six Months
-- Primary Region: APAC --
Diffusion Index^

Labor costs 138

Material costs 133

Orders 122

Capacity Utilization 122

Shipments 121

Backlogs 106

Inventory available to your customers 103

Inventory available to you from your suppliers 96

Profit margins 95

Ease of recruiting/finding skilled talent 88

Rise Remain Flat / No Change Decline

 Anticipated Direction of Key Business Indicators – Next Six Months
-- Primary Region: Global --
Diffusion Index^

Orders 139

Material costs 139

Labor costs 139

Shipments 137

Capacity Utilization 130

Backlogs 115

Inventory available to your customers 110

Profit margins 105

Inventory available to you from your suppliers 104

Ease of recruiting/finding skilled talent 92

Rise Remain Flat / No Change Decline

 Direction of Key Business Indicators – Diffusion Index^
-- Total --

Current Direction

Expected Direction

Gap: -1 -1 -9 +1 +7 +7 +11 +12 +7 +15

Material costs Labor costs Backlogs Orders Shipments Capacity Utilization Inventory available Profit margins Ease of Inventory available
to your customers recruiting/finding to you from your
skilled talent suppliers
 Direction of Key Business Indicators – Diffusion Index^
-- Primary Region: North America --
Current Direction

Expected Direction

Gap: -1 -3 -8 -1 +7 +9 +7 +14 +12 +14

Material costs Labor costs Backlogs Orders Capacity Utilization Shipments Inventory available Profit margins Ease of Inventory available
to your customers recruiting/finding to you from your
skilled talent suppliers
 Direction of Key Business Indicators – Diffusion Index^
-- Primary Region: Europe --
Current Direction

Expected Direction

Gap: +/-0 +3 -2 -11 -2 +1 +8 +7 +2 +15

Material costs Labor costs Orders Backlogs Shipments Capacity Utilization Inventory available Profit margins Ease of Inventory available
to your customers recruiting/finding to you from your
skilled talent suppliers
 Direction of Key Business Indicators – Diffusion Index^
-- Primary Region: APAC --
Current Direction

Expected Direction

Gap: -5 +2 +3 -11 +11 +12 +11 +8 +1 +9

Material costs Labor costs Orders Backlogs Shipments Capacity Utilization Inventory available Inventory available Ease of Profit margins
to your customers to you from your recruiting/finding
suppliers skilled talent
 Direction of Key Business Indicators – Diffusion Index^
-- Primary Region: Global --
Current Direction

Expected Direction

Gap: -8 -2 +5 +5 +1 -7 +8 +21 +10 +24

Material costs Labor costs Orders Shipments Capacity Utilization Backlogs Profit margins Inventory available Ease of Inventory available
to your customers recruiting/finding to you from your
skilled talent suppliers
Level of Concern Surrounding Impact of Omicron
-- % Top 2 Box (Extremely + Very Concerned) --
 Length of Time Omicron Expected to Impact Operations

Total North America Europe APAC Global

Month-to-Month Comparisons

October 2021 November 2021 December 2021 January 2022 February 2022

-- --
Month-to-Month Comparisons

October 2021 November 2021 December 2021 January 2022 February 2022
>

>