Hon Hai and several ODMs investing in optoelectronics to take advantage of growing LED TV market. OEMs increasingly turn to third parties for product design. ODM sector increases share of overall electronics contract manufacturing revenues to 45%. EMS industry expected to grow consistently for next five years, with 8% CAGR, ODMs with slightly stronger CAGR of 9%.
Read more
Executive Management
EMS, ODM recovery tied to consumer electronics
EMS pricing assumptions and economic influences
EMS industry growth still largely tied to PC industry. Competition among EMS / ODMs will continue to keep prices and profit margins low leading to eroding ASPs that will continually challenge EMS and ODM providers.
Read more
Mark Larson talks Digi-Key, semiconductors, electronics components, distribution
Larson says performance marketing is rapidly replacing relationship marketing. EMS providers and OEMs recognize committed inventory heavily buffered by uncommitted inventory. Semiconductor chips will continue to address increasingly specific needs of customers. Market forces putting severe competitive pressures on local distributors forcing re-analysis of business models.
Read more
H-1B Visas and maintaining foreign workers on- and off-site
Technology companies rely on international workers across global locations and are the largest users of degreed professionals from other countries. Read about the impact of foreign workers. How do foreign workers influence your organization?
Read more
EMS M&A heats up in Q1 2010
Some EMS transactions occur outside core manufacturing activities. Private equity, OEM divestiture activity in the mix. Sanmina-SCI cash cycle worsens. Elcoteq lowers inventory turns. Flextronics increase days payable outstanding.
Q1 Survey of 586 reveals caution in tech supply chain
Many of the 586 survey respondents across North America, Asia and Europe indicated the worst of the recession is behind us but Venture Outsource cautions this does not mean the horizon ahead is calm.
Read more
2010 Report: Global manufacturing labor rates, trends and competitiveness
China had highest rate of labor force participation for persons ages 25 to 54. U.S. remains leading producer of manufactured goods. Largest labor force was combined EU-15 countries. Sweden had highest social insurance costs as a percent of manufacturing hourly compensation. Republic of Korea had largest increase in manufacturing labor productivity.
Read more
EMS as a growth industry and reasons for optimism
EMS industry underestimated. Growth opportunities seen at numerous EMS companies. Sanmina-SCI in major identity makeover. Flextronics disproportionate beneficiary in computing. Clean tech aids non-traditional EMS sectors. OEMs reevaluate strategies.
Read more
Ford and Flextronics automotive EMS
By employing an EMS contract manufacturer, rather than a traditional automotive supplier, Ford is behaving like most modern consumer electronics firms, which predominately outsource the production and design of their products to …
Read more
Inside ODM contract service agreements
Shorter product lifecycles creating more losses for OEMs. Engineering change orders can define IP ownership. ODM vendor selection transparency is vital. IT integration can offer significant savings for OEMs.
Read more
