Balancing the Supply Chain. Mastering the Cycle.
In the global electronics industry, timing is everything. Expansion takes massive capital, while contraction leaves expensive capacity sitting idle. When one link in the supply chain grinds to a halt—whether it is raw materials, semiconductors, bare PCBs, or EMS assembly—the entire machine stops.
Custer Consulting Group exists to align the electronics supply chain. We translate economic noise, shifting policies, and leading indicators like PMI into clear, actionable market intelligence—giving you the leverage to build a resilient, highly profitable business.
Born From Real Shop-Floor Pain
Our story started with a simple, high-stakes operational problem.
Our founder, Walt Custer, was running into constant supply chain mismatches—unable to secure the right amount of chemical inventory (dry film photoresist) to meet customer demand. It was a perpetual cycle of feast or famine: either holding too much tied-up capital or turning away loyal customers to competitors because stock ran dry.
Realizing that the industry lacked a true mechanism to map supply against actual demand, Walt developed a system to track real-time sales growth and lead indicators across electronics sectors. What started as a solution to solve an internal inventory bottleneck quickly became an indispensable industry standard.
Data → Insight → Guidance → Direction
We are not traditional financial analysts, nor are we day-to-day operations managers—we are supply chain strategists.
Equipment makers and raw material suppliers face the most volatility in the entire ecosystem: your profitability windows are tighter, your peak-to-trough swings are sharper, and capacity expansion takes significant time. By the time order volumes justify a multi-million-dollar CapEx investment, the economic cycle is often already tipping into contraction.
We fix that lag. By using our proprietary 3/12 and 12/12 rate-of-change models, PMI leading indicators, and sector news curations, we help you read the “tea leaves” before the market turns.
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For CEOs & Executives: We distill complex global data into the exact one-slide deck you need to navigate business cycles, benchmark against peers, evaluate capital investments, and de-risk geopolitical shifts.
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For OEM & EMS Procurement Teams: We provide the market clarity needed to negotiate, optimize inventory levels, and avoid costly supply disruptions.
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For Sales & Marketing Leaders: We provide timely information to enable your data-driven decisions for growing your customer base, expanding your reach, and increasing your sales.
- For Material/Equipment Suppliers: We give you the early-warning signal to scale capacity before demand spikes and protect margins before the market slows down.
An Industry That Works Together, Grows Together
Every player—from raw material refiners and process equipment makers to PCB fabricators, component suppliers, EMS providers, and OEMs—is a vital cog in the same machine.
When you eliminate blind spots and align with market cycles, you stop leaving money on the table.
Our market intelligence provides the guidance for a more cohesive, resilient, and profitable future.