Apple’s iPad and increasing market share in notebooks are stirring trouble for ODMs Compal, Wistron, Acer and Quanta serving tablet and netbook markets. Consumer notebook demand to remain weak in the US and Europe but the situation for commercial purchases…
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PC & Computing
Taiwanese ODMs get toothache from Apple
New business emerging at ODM Wistron, and recycling getting traction
Wistron has hired around 1,000 R&D engineers since mid-2010, preparing for its new businesses, including tablet PC, cloud computing and recycling. Wistron notebook growth to exceed growth at Compal and Quanta.
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VIDEO – Defining disaster in Japan: Impact on Japanese and global electronics industry supply chains
Japan represents 10% to 15% of global electronics demand but 16% to 30% of electronics component supply. OEMs with meaningful cash positions are trying to pull in orders, buying up available component supplies. Taiwan printed circuit board companies like Kinsus and Unimicron could see bigger negative impacts.
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Breakdown of electronics end markets served by top EMS providers
Non-traditional EMS markets make up larger portion of business for smaller EMS providers such as Benchmark Electronics, Plexus. Automotive, medical electronics believed to be pivotal components to helping EMS market out of the recession. Also, covers Foxconn, Hon Hai, Jabil Circuit, Flextronics, Sanmina-SCI, Celestica.
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EMS, ODM recovery tied to consumer electronics
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%.
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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.
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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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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%.
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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