Starting from late 2007, Dell began to experiment with a manufacturing approach that had been used by Hewlett-Packard (HP) and Acer for years, which was to let ODMs ship …
Read more
Executive Management
Dell strategy: Mobile PC outsourcing benefits and drawbacks
Taiwan electronics end-market demand trends
According to industry researchers, after just two months of relatively strong, above seasonal performance, Taiwan monthly sales were just slightly ahead of seasonal. The report breaks down trends for each of the following end-markets …
Read more
EMS mergers and acquisitions impacted by economy
The cash cycle continues to be a focus for EMS providers due to its significant impact on ROIC and the importance of cash flow for growth. Flextronics’ cash cycle shortened this year from 24.1 days to 17.8, a 26% decrease, because of…
Read more
Eastern European EMS equals half of Europe’s, to grow 2x
Leading global manufacturers of home appliances have already established manufacturing bases in Poland, while some key EMS participants have made sizeable investments in the design …
Read more
Too much EMS
it would take 2 years of 15% to 20% of annual EMS sector growth to get EMS industry utilization rates that eliminate overcapacity. Despite 7 years of industry restructuring there is still excess capacity in the EMS industry and …
Read more
IT survey results: Tech rebounding?
Survey questions focusing on indicators of respondent satisfaction or emphasis were posed with a scoring basis of 1 to 10 (1 = very negative experience or expectations and 10 = very positive experience or expectations). Electronics OEM companies responded with …
Read more
Mobile phones: Troubled contract manufacturing?
When the economy is strong and market demand is good, this model will help an EMS provider grow because economies of scale can be leveraged and the manufacturing business and the component business can …
Read more
Taiwan IC Design: Netbook opportunities, challenges
Nonetheless, this may not necessarily be viewed as negative for Taiwan fabless companies as the lower IC content should be offset by Taiwan’s nearly 100% market share of the netbook market compared to …
Read more
Russian EMS opportunity amid the downturn
Russia has been looked upon as an unfavorable market for electronics manufacturing in the past by foreign electronics manufacturers.
This negative perception has …
Read more
REPORT: EMS March struggle
The focus of EMS provider Jabil Electronics' earnings call last month was more about whether the market has seen, or will see, the bottom in demand, versus …
Read more