Several ASEAN nations face scrutiny that can result in tariffs, thus removing some advantages for manufacturing supply chains.
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Trends & Observations
Vietnam tariff day of reckoning for possible currency manipulation
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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EMS manufacturing industry status on automation and artificial intelligence
World’s first manufacturing supply chain AI directly attributable to measurable outcomes and saving clients money is already changing manufacturing supply chains.
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EMS/ODM manufacturer corporate (org chart) reporting structure impacts sales and services
Read how OEM customer programs often are at a disadvantage with some EMS/ODM provider org charts, reporting structure and compensation practices.
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Trade war tariff risk and protectionism by nation
Some ASEAN countries benefit more than others, despite profile risk comparing protectionism. See complete chart, beyond Asia.
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ODM Cloud server assembly firms adjust manufacturing footprints
ODM plans to distribute manufacturing likely to cause higher costs in several areas. Favored geographies are outlined with percent production at each.
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Mexico v Taiwan: US tariff exposure for ODM hardware, by ODM company, per nation
Gain access electronics ODM industry research and make more informed business and investment decisions.
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EMS provider Venture Manufacturing fights economic headwinds
Venture Manufacturing’s receivables were roughly 34% of assets, which is high for EMS industry and could reflect risk of improper credit management.
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Trends impacting Taiwanese EMS, ODM margins and revenue
Will market share concentration among OEM customers help revenue growth for Taiwanese EMS/ODMs?
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