IDC says the recession will drive down industry revenues by $37 billion in 2009, a –12.9% contraction. The EMS sector generated $167.1 billion in revenues for 2008, representing 58.5% of the overall industry. Additionally, the diversified revenue sources for the EMS sector should…
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Taiwan Manufacturing
Battling EMS growth stories
Taiwan electronics end-market demand trends
According to industry researchers, after just two months of relatively strong, above seasonal performance, Taiwan monthly sales were just slightly ahead of seasonal. The report breaks down trends for each of the following end-markets …
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Too much EMS
it would take 2 years of 15% to 20% of annual EMS sector growth to get EMS industry utilization rates that eliminate overcapacity. Despite 7 years of industry restructuring there is still excess capacity in the EMS industry and …
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Taiwan IC Design: Netbook opportunities, challenges
Nonetheless, this may not necessarily be viewed as negative for Taiwan fabless companies as the lower IC content should be offset by Taiwan’s nearly 100% market share of the netbook market compared to …
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Taiwan electronics industry poised for quick rebound?
The reason for the possible rebound are two predominant product front runners that have emerged from the ashes. The first product is the Net Book PC …
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Sanmina-SCI EMS profile and other challenges
JPMorgan goes one step further to state Sanmina-SCI has a flawed vertical strategy, citing the Company’s focus on …
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Wall Street on EMS vs. ODM market share and market segments
Wall Street discusses EMS vs. ODM market share, various market segments, emerging market opportunities and …
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International hourly manufacturing compensation rate costs by country
Information on hourly manufacturing rate compensation costs for international employees by country in production manufacturing begins …
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China’s risk: Bubbles burst, that’s what they do
Combined, all of these issues, and many others are becoming fault lines in the foundation that has allowed China to recover from the economic …
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Acquisition gives Flextronics expanded global footing and capabilities
Until recently, Flextronics’ largest market segment was mobile phones, which accounted for over 30% of revenue. With the acquisition of Solectron this changes the entire landscape of the EMS, and ODM, industries.
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