DRAM prices have been falling since the first-half of 2018. For commodity purchasing and supply chain managers, DRAM can account for roughly 25% to 30% of the cost of bill of materials (BOM) for cloud servers. This can be equally …
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Benchmarks & Best Practices
Falling DRAM costs impact hardware end market pricing
Microsoft, Facebook meet hyperscale computing demand with data center footprints: Current v planned infrastructure maps
Completed, new, and expanding data centers worldwide are shown below for Microsoft and Facebook as companies like Microsoft, Alibaba, Facebook, Amazon, Baidu, Apple, IBM, Google, Tencent and others hyperscale computing and benefit from data storage from distributed data centers and …
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Commodity buyers for data center cloud hardware rack solutions transformed by supply chain outsourcing
Growing data center demand and bill of materials (BOM) line items impact how commodity buyers use contract electronics partners as global data center IP traffic is expected to grow 25 percent CAGR, five years through 2021, from 6.8 zettabytes per …
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Why OEMs should avoid some EMS manufacturers, EMS factories, EMS divisions
OEMs can obtain info on potentially suitable EMS provider partners and better understand how to avoid other EMS manufacturers, EMS factories, and EMS divisions.
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Higher contract manufacturing audit costs are a price worth paying
Shareholders place trust in executive management teams to make timely and informed decisions. When choosing contract electronics product design and manufacturing partners, OEM decision makers are dependent on P&L of your OEM company, and your cost of doing business with …
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China increases Vietnam investment to ride manufacturing wave
Electronics OEM and contract electronics manufacturers are shifting manufacturing supply chains to avoid the effects of US-China trade tensions. This is being reflected in increased foreign direct investment (FDI) flows to Vietnam from late 2018 into 2019. (Related: Vietnam and …
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Vietnam contract manufacturing: Dong exchange rates v EMS/ODM provider earnings growth
The Vietnamese Dong is the only ASEAN bloc currency that depreciated against the US$ in the first-half 2019. For electronics OEM decision makers considering EMS/ODM providers with operations in foreign countries and wanting to know contract electronics EMS and ODM …
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These 14 CEOs failed to navigate disruption
Technological innovations have swept in and upended legacy businesses in industry after industry. The past few decades are filled with stories of CEOs who stepped up to the plate, only to realize that their competitors were playing a different game …
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Manufacturing capacity relocation cost analysis
Earnings impact, inventory swings, and duplicate capacity facing some OEMs moving manufacturing production.
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ODM competition driving margin erosion
EMS providers and ODM manufacturers in Taiwan experience lower margins, yielding pricing benefits to OEM customers.
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