June 1, 2007 – Investment bank Bear Stearns & Co. releases its interpretation of IPC’s April printed circuit board three (3) month rigid PCB book-to-bill industry survey results.
Read more
Industry Pulse
Printed circuit board (PCB) demand change in market
Trade, finance, and economic development – interview with PBEC chairman Scott Price
Read what the Pacific Basin Economic Council chairman says about focusing on Asia-Pacific business interests and challenges facing companies expanding into Asian markets, and more.
Read more
Hyper competition among EMS providers
Credit Suisse estimates two-thirds of operating profit margins for EMS providers is likely derived from component purchase price variance: paying a discounted price for components from suppliers, while getting compensated by OEM customers as if paying standard prices.
Read more
Someone’s talking but is anyone listening?
One manufacturer told the Economic Office of the US Embassy that shipping electronics goods from Delhi to the port of Mumbai costs him more than shipping from Mumbai to the U.K.
Read more
Indian infrastructure, manufacturing, quality, and the US$2,400 car
If its manufacturing sector is to become truly world-class, India will have to overcome many impediments that limit manufacturers’ abilities to develop low-cost, high-quality products that can compete in global markets.
Read more
Worldwide electronics industry survey reveals trends and strategic priorities
Managers and executives in industry say what is on their minds about the process of evaluating and selecting outsourcing partners, how they manage their EMS and ODM partners, trends they see developing, and more.
Read more
A look at supply chain inventories exiting 2006
March 15, 2007 – Bear Stearns published its updated Inventory Tracker which points to a meaningful decline in inventory days in the electronics manufacturing services (EMS) or, electronics contract manufacturing sector.
Read more
Contract electronics direct costs, profits and OEM pricing
While there are some common outsourcing manufacturing contract formats, no two contracts are identical and, there is no viable, common platform that can be applied to every outsourcing contract pricing model with regards to either party’s profits.
Read more
Industry Pulse – Jan 30, ’07
Electronics industry inventory concerns are discussed with noteworthy commentary on Avnet. Inventories with electronics contract manufacturing companies appear to be headed for higher ground; Asian-based technology companies continue to be a threat, and analysis of IPC's book-to-bill ratio, and more…
Read more
Industry Pulse: Flextronics, Celestica, Nam Tai Electronics, Plexus, Benchmark
Read about Flextronics' deal with Hewlett-Packard involving cell phone imaging and the Company's reduction in work force with a facility in France. Celestica updates guidance believed to be partly related to poor performance of Mexico operations, Nam Tai Electronics announces a new CEO, and more…
Read more
