Leading Indicators

Leading Indicators Monthly Report

Subscription service includes monthly report on these 12 electronics industry-specific indices:

Latency Factors – consequences that are coming

1) Cost of Labor and Overhead
2) Regulatory and Compliance Issues
3) Corporate Costs by EMS type
4) Margin Expectations by Volume/ Industrial Sector

Hysteretic Factors – consequences related to historical pattern
5) Geographic Pacing (i.e. the ratio of capacity expansion or contraction to the velocity of OEM interest in a specific geography)
6) Sector Pacing (i.e. the ratio of EMS industry’s focus to project TAM growth in a specific market sector)
7) Capacity Utilization by Geography
8)Solution Cycle by EMS type (a “form” of industry average lead-time)

Probability Factors – consequences that may result

9) Risk Constants by Geography
10) Emerging Problems by Geography
11) Industry consolidation/transition
12) Observed failures by Definition
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