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?
Read more
Product Market Segments
Closer look at Compal-Lenovo joint venture raises questions
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.
Read more
Elcoteq CEO is out. Why and, what’s next?
Do you feel any member on the Company’s board is comfortable sticking his neck out to make the tough calls required in the current boardroom environment? It’s my guess board members will want to blend in as much as possible to not risk …
Read more
Tablets, tablets everywhere: Is iPad2 really unbeatable?
HP TouchPad vs. Apple iPad comparison and why this may be the wrong analysis. It might not matter if an improved product shows up two years later. A comparison is irrelevant since the real competition is the rest of the tablet field.
Read more
Why I believe the outsourcing trend is reversing
Three events occurred in the last four years changing technology development and manufacturing that, combined, created an environment where new nations are emerging as potential providers of outsource services, former manufacturing nations like the US are being flocked back to, and current providers of outsource services are outsourcing themselves.
Read more
Taiwanese ODMs get toothache from Apple
Apple’s iPad and increasing market share in notebooks are stirring trouble for ODMs Compal, Wistron, Acer and Quanta serving tablet and netbook markets. Consumer notebook demand to remain weak in the US and Europe but the situation for commercial purchases…
Read more
New business emerging at ODM Wistron, and recycling getting traction
Wistron has hired around 1,000 R&D engineers since mid-2010, preparing for its new businesses, including tablet PC, cloud computing and recycling. Wistron notebook growth to exceed growth at Compal and Quanta.
Read more
Military EMS and printed circuit board security risks using global innovation networks
Imagine a GPGPU semiconductor is developed in the U.S. or Japan, and the attendant software and supporting components are developed in India. Then, a medical imaging platform is conceived in Germany and a complete system is built, tested, configured and …
Read more
No. 10 Ranked EMS provider Venture avoids iPad tablet threat with enterprise computing strategy
Singapore-based EMS provider Venture uses enterprise computing strategy to combat threat from Apple iPad / tablets, while HP and Dell have divergent PC fortunes.
Read more
End of an era as Japanese earthquake forever changes face of semiconductor chip manufacturing industry
The world can no longer rely on single source semiconductor manufacturing. Protecting semiconductor manufacturing capabilities should be likened to oil-producing countries protecting their natural resources.
Read more
