Navigating the Shifting Landscape: Q2 2024
Edgewater Research's Dennis Reed offers a comprehensive overview of the technology market in the second quarter of 2024. Explore the evolving dynamics of tech, consumer e-commerce, and the semiconductor, interconnect, and passive markets. From AI's impact to challenges in the EV sector, Reed provides a strategic roadmap for navigating these intricate markets.
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0:00 Intro
0:50 Agenda
1:35 About Edgewater Research & Dennis Reed
4:26 WSTS Updated Sales Forecast
6:08 AI's Impact on the Supply Chain
11:24 Tech Supply Chain Inventory Levels
14:16 Capacity Addition Growth Rates
15:28 World Reliance on China Decreasing
17:13 2024 PC Outlook
19:20 2024 Smartphone Outlook
20:26 2024 Auto Outlook
24:23 2024 Industrial Demand Outlook
25:53 Edgewater Research Industry Sales Estimates
29:32 Things to Watch in 2024 & Beyond
31:23 Q&A
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