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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Trends & Observations
Full report: EMS / ODM worry about profitability as fall 2011 survey reveals pessimism in electronics supply chain
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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Apple supply chain spreads wealth beyond Foxconn
A recent Asia-based research report on Apple sheds more light on the Cupertino-based consumer tech giant. Primarily, how Apple’s supply chain contributes in sales (%) to various vendor- and supplier-type companies serving Apple. It is easy to understand the rising …
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Closer look at Compal-Lenovo joint venture raises questions
First joint venture between a notebook OEM and an ODM. Previously, ODMs only set up vertical integration joint ventures. Compal could make less profit from the deal than others think. What impact will the joint venture have on other ODMs?
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VIDEO – Foxconn workers talk about factory life in documentary
VIDEO – A documentary explores the lives of factory workers in Foxconn, the world’s largest EMS provider. One 20-year old male from Sichuan province has only worked for Foxconn for two months, immediately following graduation from high school because he did not have the grades good enough to help him pursue his dream in the sciences which require a higher education.
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Wistron’s hope for a good year gets delayed
Wall Street has given up on Wistron for 2011 and is looking for better results from the ODM in 2012 which counts Dell; Acer, Lenovo, IBM and Sony as key customers. Meanwhile, Wistron has invested in after-sales centers in China and Brazil.
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Elcoteq as dead man walking
A report out this month on the status of EMS provider Elcoteq’s Q2 financials, and titled ‘Dead man walking’, should give readers an idea the future does not bode well for the struggling Finnish EMS company. (See, also: ‘Elcoteq CEO …
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EMS v ODM: Pegatron after the turnaround
Pegatron is struggling, and straddling, EMS v. ODM business models because R&D resources are limited. Essentially, electronics product notebook design is like an ODM business model, but LED TV and iPhone assembly is more like an EMS business.
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From Starbucks to Foxconn: A competitive supply chain is more than just lowering operations cost and inventories
Gene Tyworth, Ph.D., chairman for the department of supply chain and information systems (SC&IS) at Penn State Smeal College of Business talks with VentureOutsource.com about the skill gaps in today’s supply chain managers and which important knowledge areas tomorrow’s supply chain leaders should focus on. Plus, much more…
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