North American EMS Industry Shipments Up 0.2 Percent in April

IPC releases EMS industry results for April 2025

IPC announced today the April 2025 findings from its North American Electronics Manufacturing Services (EMS) Statistical Program. The book-to-bill ratio stands at 1.41.

Total North American EMS shipments in April 2025 were up 0.2 percent compared to the same month last year. Compared to the preceding month, April shipments were down 1.4%. April’s year-to-date (YTD) shipments decreased by 0.2% year-over-year (YOY).

EMS bookings in April decreased 10% year-over-year and decreased 7.7% from the previous month. April’s YTD bookings decreased slightly (by .02%) compared to the same period last year.

“The pullback in April orders may reflect a recalibration of expectations around tariffs,” said Shawn DuBravac, IPC’s chief economist. “The strong book-to-bill ratio for the North American EMS sector was partly driven by weak shipments, as fulfillment continues to lag demand.”

April 2025 EMS book to bill ratio chart

Detailed Data Available

Companies that participate in IPC’s North American EMS Statistical Program have access to detailed findings on EMS sales growth by type of production and company size tier, order growth and backlogs by company size tier, vertical market growth, the EMS book-to-bill ratio, 3-month and 12-month sales outlooks, and other timely data.

Interpreting the Data

The book-to-bill ratios are calculated by dividing the value of orders booked over the past three months by the value of sales billed during the same period from companies in IPC’s survey sample. A ratio of more than 1.00 suggests that current demand is ahead of supply, which is a positive indicator for sales growth over the next three to twelve months. A ratio of less than 1.00 indicates the reverse.

Year-over-year and year-to-date growth rates provide the most meaningful view of industry growth. Month-to-month comparisons should be made with caution as they reflect seasonal effects and short-term volatility. Because bookings tend to be more volatile than shipments, changes in the book-to-bill ratios from month to month might not be significant unless a trend of more than three consecutive months is apparent. It is also important to consider changes in both bookings and shipments to understand what is driving changes in the book-to-bill ratio.

IPC’s monthly EMS industry statistics are based on data provided by a representative sample of assembly equipment manufacturers selling in the USA and Canada. IPC publishes the EMS book-to-bill ratio by the end of each month.

IPC Applauds Leadership of Reps. Moore and Krishnamoorthi on PCB Manufacturing Bill

STATEMENT: IPC, the global electronics association serving more than 1,400 U.S. companies and over 3,200 worldwide, strongly supports the bipartisan reintroduction of the Protecting Circuit Boards and Substrates (PCBS) Act in the 119th Congress. Championed by Rep. Blake Moore (R-UT) and a new lead co-sponsor Rep. Raja Krishnamoorthi (D-IL), the bill targets a critical vulnerability in the U.S. electronics supply chain by:

  • Authorizing $3 billion in federal investments for domestic PCB and IC substrate production and,
  • Establishing a 25% tax credit for companies that source U.S.-made PCBs and substrates

“The PCBS Act addresses a critical and long-overlooked weakness in America’s electronics supply chain,” said John W. Mitchell, IPC President and CEO. “Every electronic device relies on PCBs and substrates, but the U.S. no longer has the capabilities or capacity to meet current demand, much less address future technology requirements. This bill is a vital step toward rebuilding the nation’s ability to manufacture electronics from silicon to systems—an essential foundation for innovation, security, and economic strength.”

IPC Issues Call for Participation for IPC APEX EXPO 2026

Technical Program Committee encourages early indication of interest

IPC is now accepting abstracts for technical papers with presentations, posters, and professional development courses at IPC APEX EXPO 2026. The technical conference, reimagined and renamed to Advanced Electronic Packaging Conference 2026 Component- to System-Level Integration, will be held March 17-19 and professional development courses will take place March 15-16 and 19, 2026, at the Anaheim Convention Center in Anaheim, Calif.

 

“While the format and scope of the conference are being transformed, the core technical content our industry relies on is not only being preserved—it’s being expanded to better reflect today’s comprehensive component-to-system-level view,” said Stanton Rak, Ph.D., co-chair of the IPC APEX EXPO Technical Conference Program Committee. “We’re strongly encouraging technologists interested in presenting to provide an early indication of interest, by July 31. Doing so, could put prospective speakers in a lead position for session slots,” added Dr. Rak. Individuals can readily communicate their early indication of interest using the abstract submission portal.” 

 

As the industry’s premier conference and exhibition for the electronics industry, IPC APEX EXPO provides presenters and their companies with a notable and cost-effective opportunity to promote their expertise and gain visibility with key engineers, managers, and executives from all segments of the industry worldwide. Topics for technical conference papers, technical posters and professional development courses include: design and simulation; materials; advanced PCB fabrication; assembly, test and manufacturing; quality, reliability and metrology; digital manufacturing; and sustainability. 

 

Technical Conference and Poster Submissions

 

For technical conference paper presentations and posters, IPC seeks abstracts that describe significant results from research experiments, highlight new techniques or materials, and/or discuss cutting-edge trends and challenges facing the electronics manufacturing industry. All submissions must be non-commercial, summarizing original and previously unpublished work covering case histories, research, and discoveries. Papers will be published in a proceedings document, and both paper and poster presentations will be delivered in person at IPC APEX EXPO 2026 in Anaheim. Deadline for early indication of interest is July 31, 2025; with technical paper abstracts due September 12, 2025.                                        

 

All posters will be displayed on the exhibit floor, with dedicated poster networking sessions for increased visibility. Authors of posters selected for the conference will receive further guidance on formatting, printing, and displaying posters. The deadline for technical poster abstracts is December 18, 2025. 

 

To recognize exceptional achievement, the TPC will select the top qualifying papers and one top poster for awards. Awards include “Best of Conference,” “NextGen Best Paper,” “Best Student Research Paper,” and “Best Technical Poster.”

 

Professional Development Submissions

 

For professional development courses, IPC seeks abstracts for three-hour sessions of live instruction covering all aspects of electronics manufacturing. Courses can be offered as one 3-hour session or two 3-hour sessions (offered as Part 1 & Part 2 for a total of 6 hours). Honoraria and travel expense stipends are offered to professional development instructors. Professional development course abstracts are due September 19, 2025.

 

To submit an abstract, visit www.ipcapexexpo.org/event-info/call-participation. For more information on IPC APEX EXPO 2026, visit www.ipcapexexpo.org.

Preventing Manufacturing Defects & Product Failures

Remote video URL

This session, held on November 15, 2022, introduced the major updates in IPC/WHMA-A-620 Revision D. Attendees reviewed key changes, clarified acceptance criteria, and explored how the revision affects wire harness manufacturing and inspection.

Author(s)
Jennie Hwang, PhD
Resource Type
Webinar
Event
Webinar

Troubleshooting SMT Yield Problems and Failure Analysis

Remote video URL

On November 2, 2022, this webinar covered essential best practices for wire harness manufacturing, offering practical insights to improve quality, efficiency, and reliability. Topics included process optimization, common pitfalls, and strategies for ensuring compliance with industry standards.

Author(s)
Ray Prasad
Resource Type
Webinar
Event
Webinar

Electronics Industry Demand Holds Steady Amid Tariff Turbulence

Electronics manufacturers are bracing for higher costs as profit pressures deepen according to IPC’s May Sentiment of the Global Electronics Manufacturing Supply Chain Report. Despite tariff concerns and rising material and labor costs, electronics industry demand is holding steady. The New Order Index expanded this month, signaling ongoing demand strength.

 

Material cost pressures remain elevated and are expected to intensify, with most electronics manufacturers anticipating further increases. Meanwhile, labor cost pressures have moderated, reaching their lowest index level on record, though the majority of electronics manufacturers continue to report higher labor costs. The Profit Margin Outlook Index fell to a low level, reflecting growing expectations of near-term pressure among manufacturers.

 

In response to special questions regarding tariff pressures, the percentage of electronics manufacturers not pulling forward shipments due to potential tariff risks has dropped from 65 percent in February to 53 percent in May 2025. This shift is most pronounced in Europe, where the share not pulling forward shipments fell nearly 40 percent (from 76 percent to 38 percent, while 19 percent now report pulling forward 26 percent–50 percent of shipments, up from zero percent as reported in the March 2025 analysis.

 

Paying for Tariffs

Shawn DuBravac, Ph.D., IPC chief economist and report author noted, “Electronics manufacturers expect more than two-thirds (68 percent) of announced tariffs will be paid by consumers.” 

 

Fifty-two percent of electronics manufacturers report they are adding a separate line item for tariff costs on invoices, while 38 percent are rolling those costs into the overall price without identifying them specifically.                              

Additional survey data show:

  • Over the next six months shipments, capacity utilization, backlogs, and orders are expected to rise, while profit margins are expected to decline.
  • Electronics manufacturers report tariff uncertainty is delaying investment or sourcing decisions (53 percent), and half of firms report greater-than-expected disruption—yet views are split on whether tariffs will be reversed (48 percent) or become permanent (48 percent).
  • Nearly two-thirds (64 percent) of electronics manufacturers indicate they have not started or increased efforts to secure manufacturing capacity in the past 60 days.
  • Over the next six months, profit margins are expected to rise more so for firms in APAC than for those in North America.
  • Electronics manufacturers expressed greatest concern regarding U.S. trade policies as it relates to overall economic impact (47 percent) and Impact on Business Operations (32 percent).                     

These results are based upon the findings of IPC’s Current State of Electronics Manufacturing Survey, fielded between April 15 and April 30, 2025.

Read the full report.

A Technology Solutions Webinar Series for e-Mobility Electronics Hardware Reliability

Date
-

We are delighted to welcome Adrian Harea of Schaeffler and Michael Schleicher of Semikron-Danfoss to lead a discussion on DfM for EV's high-voltage / high-power applications.

The panel will share techniques for addressing the complexity of components, increased integration, 3D assembly and working with heavy assemblies. They will touch on the constraints of final systems that impact size, weight, configuration and shape. Balancing easy to manufacture with cost and quality is a key backdrop for the discussion. Panelists will present board level and final assembly DFM considerations. 

Our "Road to Reliability" series aims to bring industry leaders together to discuss the hurdles in achieving reliability for new e-mobility technology. We will examine reliability drivers, technology applications, and target lifecycles.

Join us for this informative session to better understand technology gaps, broaden your professional connections, and uncover strategies for meeting reliability objectives.

Moderator: Stanton Rak, SF Rak Company

Online Event

3000 Lakeside Dr.
Suite 105N
Bannockburn, IL 60015
United States

Online Event

Online Event
3000 Lakeside Dr.
Bannockburn, IL 60015
United States

Electronics Manufacturing & Packaging Symposium (EMPS) 2025

Date
-

Electronics Manufacturing & Packaging Symposium (EMPS) 2025

 

Location: 

ESA/ESTEC 

Noordwijk, the Netherlands

 

Date: 6–9 October 2025

 

Technical Presentations 

Professional Development Courses

Exhibition

 

The symposium, organised by the European Space Agency in partnership with the Global Electronics Association, will focus on the latest developments in printed circuit boards, electronic assembly, and packaging technologies. While space applications remain a core focus, the event also covers high-reliability market segments such as defense, automotive, medical, and data infrastructure, which are central to Europe’s electronics manufacturing industry.

Region
Space Research and Technology Centre of the European Space Agency (ESA/ESTEC)

Keplerlaan 1
2201 AZ Noordwijk-Binnen
Netherlands

Space Research and Technology Centre of the European Space Agency (ESA/ESTEC)

Space Research and Technology Centre of the European Space Agency (ESA/ESTEC)
Keplerlaan 1
Noordwijk-Binnen, 2201 AZ
Netherlands