The IT industry appears to be recovering from the COVID-19 coronavirus pandemic, and business seems to be coming back. What does that mean for Ingram Micro and its U.S. channel partners?
It was an interesting year last year, obviously. But we thrived in it. We had one of our best years ever. And when I look at 2021, we’re exceeding that by a fair amount. So our business is booming right now. And I really think it’s because of the approach we take. We focus on the customer experience. We’re talking to them all the time. We’re trying to get to know their business better than they know themselves, and work with our vendor partners and our customers to bring the right solutions, make sure we deliver the right creative finance programs that they need to go win the deals.
Do you expect any changes in the way you work with your partners?
No. I think we have a golden opportunity in the U.S. with Tech Data and Synnex focusing on their merger. As I said before, ‘Game on.’ We’re excited. We think we’re well-positioned. And we’re going to continue to deliver in the second half of the year. The pipeline that we’re hearing from our partners, even though there’s a global supply chain issue, there’s still so much opportunity. And so much of it stems from the pandemic. We’re seeing the advanced solutions and the data center infrastructure business pick up. The notebook and laptop market is so hot. So we’re excited about the second half of the year and the opportunities out in front of us.
That leads to my next question. How have global supply chain issues, particularly the shortage of semiconductors so important to so many parts of the IT industry, impacted Ingram Micro’s business, and are you seeing any changes?
It’s an interesting question because our business is booming. You would hardly know there’s a global supply chain issue. Yet we know there is. In talking with our vendor partners, so many of them are being impacted by it. But you’d never be able to tell by the numbers we’re delivering. So we’re going to continue to work very closely with our vendor partners and understand where they’re at in the global supply chain. I don’t see things easing much in the second half of the year. The vendors that I’m talking to, same situation.
So once again, we‘re going to go back and look at how we can create value with our partners, and go deliver.