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…
Read more
Cell Phones, Handsets
Palm acquisition benefits and HP’s EMS universe
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.
Read more
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%.
China consumer tech spending trends
Looking at LCD flat screen TV brands most likely to be purchased, consumers like Sharp and Sony (both 10%) most, followed by Samsung (8%), among the LCD TV brands. PC brands most likely to be purchased, consumers prefer Lenovo (20%), followed by HP (11%), unbranded computers (9%) and…Dell (7%).
Read more
EMS computing eyes Acer, HP battle PC shipments, market share
Aggressive pricing helps Asian PC makers as OEM captures first time No. 2 position. Dell, Lenovo, Toshiba contribute to 79.9 million PC units shipped third quarter. Flextronics, Hon Hai take top market positions in EMS computing sector.
Read more
EMS and billions spent by tech-savvy students this year
US college students to spend all-time high in 2009. Computer and consumer electronics account for majority EMS and ODM revenues. Companies with large EMS consumer electronics market shares include Hon Hai, Flextronics, Foxconn, High Tech Computer …
Read more
iPhone market share: Enterprise demand may buck trends
There is growing evidence that the iPhone is making inroads into the enterprise. Although Apple has a relatively small position today, some on Wall Street expect Apple to gain considerable share in the enterprise market over the next several years, possibly driving upside to many Street estimates.
Read more
25% of cars with cell phone remote control embedded telematics by 2016
Worldwide shipments of cars equipped with systems capable of remote control via a cell phone or other device are set to rise to 20.7 million units in 2016, up from 85,000 in …
Read more
China semiconductors market at $80 billion in 2010
China semiconductor market to grow by 17.8%. Automotive electronics only major application market to generate an increase in semiconductor demand in 2009. Wireless communications semiconductor market to decline to …
Read more
Visiting ODMs on-site: Quanta, ASUSTEK, Compal, Wistron, MiTAC, Qisda…
Prior to the on-site visit, OEMs should have a full supplier vendor evaluation survey completed. This survey will help to establish the visit’s agenda and it should include…
Read more