471 survey respondents from EMS/ODM, Component Manufacturers, Distributors, Electronic Equipment Manufacturers, OEMs and Semiconductor Manufacturers answer questions on the economic situation; employment, inventory levels, business volume, and prices providing insight into the levels of …
Read more
Executive Management
Full report: EMS / ODM worry about profitability as fall 2011 survey reveals pessimism in electronics supply chain
Economic, scale challenges for Pegatron notebook business
Notebook ODM / EMS is still Pegatron’s core business. It is estimated notebooks will contribute to 40% of Pegatron’s FY11 sales. But, without gaining orders from tier-1 notebook OEMs, achieving operating margin targets could be problematic.
Read more
Apple supply chain spreads wealth beyond Foxconn
A recent Asia-based research report on Apple sheds more light on the Cupertino-based consumer tech giant. Primarily, how Apple’s supply chain contributes in sales (%) to various vendor- and supplier-type companies serving Apple. It is easy to understand the rising …
Read more
Closer look at Compal-Lenovo joint venture raises questions
First joint venture between a notebook OEM and an ODM. Previously, ODMs only set up vertical integration joint ventures. Compal could make less profit from the deal than others think. What impact will the joint venture have on other ODMs?
Read more
Wistron’s hope for a good year gets delayed
Wall Street has given up on Wistron for 2011 and is looking for better results from the ODM in 2012 which counts Dell; Acer, Lenovo, IBM and Sony as key customers. Meanwhile, Wistron has invested in after-sales centers in China and Brazil.
Read more
Elcoteq as dead man walking
A report out this month on the status of EMS provider Elcoteq’s Q2 financials, and titled ‘Dead man walking’, should give readers an idea the future does not bode well for the struggling Finnish EMS company. (See, also: ‘Elcoteq CEO …
Read more
EMS v ODM: Pegatron after the turnaround
Pegatron is struggling, and straddling, EMS v. ODM business models because R&D resources are limited. Essentially, electronics product notebook design is like an ODM business model, but LED TV and iPhone assembly is more like an EMS business.
Read more
From Starbucks to Foxconn: A competitive supply chain is more than just lowering operations cost and inventories
Gene Tyworth, Ph.D., chairman for the department of supply chain and information systems (SC&IS) at Penn State Smeal College of Business talks with VentureOutsource.com about the skill gaps in today’s supply chain managers and which important knowledge areas tomorrow’s supply chain leaders should focus on. Plus, much more…
Read more
Can your company be as successful as Apple?
Do these five or six things and you win. It starts at the top. If your CEO is incentivized for short-term gains in the stock market and you do not hear from him between quarterly reports you will never be numero uno, dos or tres.
Read more
OEM strategies to reduce EMS provider pricing, sourcing costs
Is investing in supplier development key to OEM success in the market and increasing supply chain performance? (Apple invested billions of dollars in the production of its LCD panel suppliers: LG, Sharp, and Toshiba) Or, can greater OEM reward be achieved through supply chain cost reductions with EMS providers and suppliers?
Read more
