This year marks all-time annual high for global semiconductor revenue. Demand for consumer electronics continues to surpass expectations. Global factory revenue for electronics systems could reach $1.5 trillion. Strong sales predicted for PCs, mobile handsets, LCD-TVs, semiconductor-rich systems.
Product Market Segments
Palm acquisition benefits and HP’s EMS universe
Low risk for Hewlett Packard with huge payoff potential. Acquisition catapults HP into Mobile devices. Microsoft and Google relations could sour. EMS currently serving HP include Flextronics, Jabil Circuit, Sanmina-SCI, Hon Hai…
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Apple iPad vs. netbooks, notebooks, smartphones
This is not just another review of how the iPad bridges the world of smartphones, netbooks and notebooks. Read this cost analysis of 3G enabled netbooks vs. the 3G iPad. How will Dell, HP, Acer respond? Some say the iPad is a game changer with a whole new category of OS and will no doubt cause the definition of PC to be revised. iPad could change everything. How will it change you?
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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.
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Foxconn, Flextronics, Jabil, Celestica top chip spenders 2010
2010 chip spend for EMS providers to total $38 billion. OEMs to outsource other product types. OEM semiconductor spend to rise 13%.
Dissecting the 2010 worldwide semiconductor chip market forecast
Q1 sales to wireless communications market will be up 53% from same period 2009. Memory will be strongest segment during Q1. Global semiconductor revenue will rise 21.5% to $279.7 billion versus 2009 sales.
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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 …
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EMS sector bounces back but uncertainties remain
The global electronics contract manufacturing industry is set to return to growth in 2010 after a painful 2009, but the market still faces major uncertainties this year. Worldwide revenue generated by the two segments …
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Some consumer electronics markets recovering
Appliance market in emerging economies driven by households. Consumers favor flat panel displays. OEM LCD-TV largest dollar increase of any consumer electronics segment. Digitial infrastructure drives Asian market.
