EMS@C-LEVEL · 2026-05-27 · 10 min
Carmakers are quietly changing the rules of the automotive supply chain, and it shows up first on the printed circuit board. From my recent visit to ALL Circuits' flagship facility south of Paris, I’m joined by President & CEO Bruno Racault to talk about why some EMS companies are doing better than the doom-and-gloom narrative around European automotive, and what “winning” looks like when the engine is no longer the center of the car. We get specific about the EV pivot: why ALL Circuits bet early on the growing need for OEM-controlled electronics, how carmakers bring engineering and intellectual property back inside, and why that move can squeeze traditional tier one suppliers that built their business on full ECU design-and-build. Bruno explains the new relationship many automakers want: they define the product, they keep the know-how, and they rely on electronics manufacturing services partners for PCB assembly, process discipline, and consistent quality.
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