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The Route

In a blast from the past, Marc Carter, one of the leading proponents of integrating electronics design and manufacturing technical skills into the educational system, shared a review of the Nepcon West trade show written by the LA Times … in 1986. The flashback is priceless.

Most readers won’t remember Nepcon, but it was the giant of that and any era when it came to electronics manufacturing. It would draw 30,000 to 40,000 engineers and other industry professionals to Anaheim, CA, each February to peruse the 1,000 or so exhibitors from all over the world. It was truly staggering.

The review Carter shared dwelled on surface mount equipment, which was just getting going in the US at the time. (Phil Marcoux, one of PCEA’s advisors, is credited with installing the first such line in the US while running an EMS called AWI in the early 1980s. One of the first SMT boards I’ve seen – or even know of – was used in the early Saturn rockets now on display at the US Space and Rocket Center in Huntsville, AL, and is featured on this month’s cover photo.) Most assembly process equipment then, however, was either through-hole or, if SMT, it was semiautomatic, a far cry from the robot- and software-intensive Industry 4.0-run factories in some regions today.

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Random thoughts as the summer kicks in:

• Is anyone surprised the Foxconn investment in Lordstown Motors has run out of gas? It was an odd marriage in many ways – the world's largest ODM buying up the assets of a failing Midwestern automaker – but Foxconn took a similar approach with Sharp and, from a technical perspective, it gained crucial knowledge in electric vehicles, which it likely will need to keep its hooks in Apple, its biggest and most important customer, which almost assuredly is developing its own vehicle as a platform for its future software products.

Lordstown is now suing Foxconn over the breakup. Critics, on the other hand, are noting the long line of Foxconn promises that failed to materialize as planned and suggesting this was all too predictable.

• Speaking of Apple, the cellphone, and more precisely, the smartphone, may be the greatest consumer invention in the past 100 years. It's certainly among the most ubiquitous. About 68% of the world's citizens have smartphones, which given a global population of about 8.05 billion, suggests some 2.58 billion or so people are still walking around without an electronic device glued to their hands. (Bully for them.) While that means a huge market remains to be captured, the market share has been steady-state for the past five years.

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When it comes to the monthly editorial content in PCD&F/CIRCUITS ASSEMBLY, we typically don't do "themes."

So it's a matter of randomness and luck that we have not one, not two, but three pieces this month related to electronics thermal management and cooling. Fitting, too, being the month of June is, for the Western Hemisphere at least, on average the warmest of the year to date.

But June is also the month of the most significant trade show in the bare board fabrication industry: The JPCA Show in Tokyo. Regrettably, few Westerners will attend. It's too bad.

We are seeing significant interest at all levels – technical, management, and even political – at beefing up domestic printed circuit board capabilities. In particular, the West is attempting to make up for decades of failed progress with new investments in IC substrate production.

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Speaking, as we were last month, about the current environment for electronics production, we noted the well-publicized layoffs at several blue-chip companies. Tech brands such as HP, Dell and Microsoft all announced pending workforce reductions through direct cuts and attrition ranging from 4,000 up to 12,000.

But insofar as the electronics design to manufacturing supply chain is concerned, jobs are plentiful and hiring proceeds apace. That's according to several tech recruiters and job search experts we spoke with last month.

In fact, companies in our space are ramping recruiting for positions at all levels, from techs to upper management. And some new trends are appearing, especially as firms look to gain a tighter hold on hard-won customers.

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We headed to IPC Apex Expo in late January not certain of what to expect. The backdrop, of course, was one of job upheaval. Blue chip tech companies were announcing large-scale layoffs, and the “disengagement” counts were starting to accumulate in striking fashion. To wit:

• HP: 4,000 to 6,000
• Dell: 6,650
• Google: 12,000
• IBM: 3,900
• Meta: 11,000
• Microsoft: 10,000
• Twitter: Everyone except Elon Musk and a couple of engineers brought over from Tesla*

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For many manufacturers and suppliers, Covid-19 is only the second-most feared pandemic. The ongoing threat of having internal systems hijacked and held for ransom – colloquially known as a ransomware attack – will surely outlive the specter of the virus shutting down a facility.

We know of a few instances where this has occurred in the printed circuit industry. A few years ago, a publicly traded board fabricator saw almost all its sites in North America hit, with the hijacked sites taken offline for a few days to a few weeks. Sales and deliveries were affected. In late 2020, Foxconn, the big daddy of the electronics industry, suffered a ransomware attack at its plant in Juarez, Mexico, where attackers stole some files, deleted others, and encrypted the manufacturer's servers. The hackers sought a reported $34 million to release the data. Compal, another top 10 EMS/ODM, was also hit. In all likelihood, it's happened more often than has been publicized.

Still, efforts to immunize the US defense supply chain and others against these hacks has been met with mixed reviews. One primary reason: cost. Bringing systems up to date and maintaining them over the long haul requires highly trained engineers who can cost $100,000 or more per year while not adding to the bottom line.

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