The Gigawatt Gap: The Race for Energy Dominance
The global energy sector is currently navigating a structural inflection point that renders the strategic playbooks of the last two decades largely obsolete.
December 16, 202527 min read
Latest Insights
Expert insights on hardware development and supply chain innovation
The Great Realignment: How AI and Geopolitics are Forging a New World Order for Semiconductors
This report provides a comprehensive analysis of this great realignment. It deconstructs the entire AI semiconductor value chain, from the raw materials extracted from the earth to the complex, packaged systems that power modern data centers.
November 7, 202543 min read
From EV Motors to Fighter Jets: Deconstructing the Real-World Impact of Rare Earth Controls on Critical Manufacturing
The era of treating rare earth elements (REEs) as simple commodities, procured on the basis of price and availability, is definitively over. Geopolitical strategy has become a direct and critical input into the bill of materials for electric vehicles, fighter jets, MRI machines, and the semiconductors that power our digital world.
October 17, 202526 min read
How to Build the "Phone-Replacement" Augmented Reality Glasses Supply Chain
This report outlines the strategic and logistical blueprint for building the supply chain for the "phone-replacement" class of AR glasses.
October 3, 202535 min read
What goes into making a $1,000 phone?
This report peels back the Gorilla Glass and titanium casing to reveal the hidden geography of the smartphone. It deconstructs the device’s Bill of Materials (BOM) to understand its constituent parts, traces the incredible journey of its core components across more than 15,000 miles of land and sea, and analyzes the powerful geopolitical and technological forces reshaping this intricate network.
September 19, 202527 min read
Underneath the Waters of the EV Wave: Why the EV Revolution Will Be Won in the Supply Chain, Not the Showroom
The transition to electric mobility is not a simple product substitution; it is the largest and most rapid industrial retooling of the modern era.
August 22, 202540 min read
The Physical AI Gold Rush: The $2 Trillion Secret That's Creating Manufacturing Titans
The humanoid robotics revolution represents a $2-7 trillion manufacturing opportunity by 2050, with production costs dropping 40% in just one year and leading companies preparing to scale from thousands to millions of units annually.
June 27, 202536 min read
Charting a New Course: U.S. Shipbuilding Analysis and Strategic Outlook
The U.S. shipbuilding industry, a vital aspect of national security and a critical enabler of the maritime supply chain, finds itself at a strategic crossroads. We will explore a multi-dimensional strategic outlook for the industry's revitalization, focusing on leveraging targeted policy, spearheading innovation in green shipping and advanced manufacturing, cultivating a next-generation workforce, and fortifying the domestic supply chain through robust collaborative frameworks.
May 20, 202526 min read
Building Exponential Drone Production Capacity in the US: Strategic Pathways for Supply Chain Resilience
The global drone market stands at a critical inflection point, with forecasts projecting growth to $40-73 billion by 2030. However, US manufacturers face a fundamental challenge. Partsimony's latest analysis provides manufacturing and supply chain leaders with a strategic framework for navigating this complex landscape.
April 29, 202518 min read
The $1 Trillion Secret: How to Build a Manufacturing Empire in America Right Now
America's manufacturing renaissance is no longer theoretical—it's happening now, with momentum that creates genuine strategic opportunities for forward-thinking executives.
April 4, 202522 min read
Overcoming Labor Shortages with Automation and Robotics: The Lifeline for Manufacturing & Supply Chains
How cutting-edge technologies are bridging workforce gaps, boosting efficiency, and reshaping the future of industry in 2025.
March 28, 202518 min read
The Great Migration: How US Tariffs are Redefining Global Manufacturing Locations
This analysis explores how US tariffs are redrawing the global manufacturing map, examining company responses, identifying emerging production hubs, and providing data-driven insights to help navigate this new reality.
March 19, 202513 min read