“”Without Steve Jobs, Apple has lost its primary product focus – kind of its quality core. Also, it has lost its principle pitchman because the other thing that Steve Jobs did is he could get up in front of an audience and he could convince us of something that we otherwise wouldn’t buy.”
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Industry Pulse
AUDIO – Tech analyst Rob Enderle talks Apple, Tim Cook, iPad 3 and Foxconn troubles
2012 Forecast spells decline for EMS and ODM as profitability concerns weigh in
Both the electronic manufacturing services (EMS) and original design manufacturing (ODM) segments of the industry are not projected to perform well this year. Revenue in the EMS sector will be practically flat and the ODM sector is likely to shrink.
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VIDEO – Foxconn Chengdu factory, worker conditions and employee interview
In a Foxconn factory located in Chengdu, China, Foxconn employees assemble Apple iPads, iPhones and other products. Apple has recently taken very public steps to better manage working conditions in Asian factories that comprise part of its global supply chain but there remains more work to do.
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VIDEO – Foxconn Fear Factory: How American manufacturing can compete with China
VIDEO – The Daily Show host Jon Stewart adding his usual schtick to labor and working conditions inside factories at Chinese EMS provider Foxconn.
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VIDEO – Apple supply chain transparency and supplier responsibility must also influence public opinion
VIDEO – Apple’s first fiscal quarter earnings, which were just released, more than doubled (+118%) from the same period one year ago. One could easily say things are under control. Apple takes a seat at the table of public opinion with both hands visible and palms facing upward – its body language clearly indicating a willingness to cooperate – while citing numerous violations and areas of concern.
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Interpreting the four phases of the EMS economic cycle
The problem is we are back to phase one and the fundamentals across the EMS industry will not stabilize until the sector reaches the third phase of the EMS economic cycle.
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VIDEO – Silicon Valley unofficial mayor talks pancakes, Steve Jobs, startups and pouring millions into ideas
VIDEO – A creative and whacky look at the place to have a power breakfast in Silicon Valley. Leaders and innovators, how the Valley got to where it is today – and where its headed.
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Full report: EMS / ODM worry about profitability as fall 2011 survey reveals pessimism in electronics supply chain
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 …
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Better military electronics quotes to defense RFPs
How to write better RFP when responding to quotes requests in military, defense electronics services RFQ processes.
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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.
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