OnCore electronics services CEO talk about end markets the provider serves and challenges taking place in industrial, medical and defense / aerospace electronics sectors.
Read more
Product Market Segments
EMS provider OnCore CEO interview
Breakdown of electronics end markets served by top EMS providers
Non-traditional EMS markets make up larger portion of business for smaller EMS providers such as Benchmark Electronics, Plexus. Automotive, medical electronics believed to be pivotal components to helping EMS market out of the recession. Also, covers Foxconn, Hon Hai, Jabil Circuit, Flextronics, Sanmina-SCI, Celestica.
Read more
Semiconductor shortages pave road for China
Turns out we could be in for a long shortage in the semiconductor sector. Some analysts and investment bankers say one thing, semiconductor manufacturers and other analysts say another thing. Who is right? And, what has China got to do with this?
Read more
iPhone 4 smartphone success driven by apps, platform, loyalty
Overall mix creates true differentiation in marketplace. Channel check of 100 stores reveals iPhone 4 demand outstripping supply across several regions. Apps growing 10% to 20% monthly with majority of downloads costing $9.99. Most widely deployed smartphone OS is Symbian followed by Blackberry OS then iPhone OS. EMS provider Pegatron to develop CDMA version.
Read more
EMS, ODM recovery tied to consumer electronics
Hon Hai and several ODMs investing in optoelectronics to take advantage of growing LED TV market. OEMs increasingly turn to third parties for product design. ODM sector increases share of overall electronics contract manufacturing revenues to 45%. EMS industry expected to grow consistently for next five years, with 8% CAGR, ODMs with slightly stronger CAGR of 9%.
Read more
Nokia restructuring and issues with outsourcing strategy
Nokia outsourced less than 5% of smartphone volume beginning 2010. Finding balance between leveraging internal strengths and faster execution. Competition from Apple, HTC, RIM driving margins downward. Nokia’s size obscures the fact their competition has been growing in recent years. Nokia attempting to make a hard change in course using Yahoo as one of its rudders.
EMS pricing assumptions and economic influences
EMS industry growth still largely tied to PC industry. Competition among EMS / ODMs will continue to keep prices and profit margins low leading to eroding ASPs that will continually challenge EMS and ODM providers.
Read more
Mark Larson talks Digi-Key, semiconductors, electronics components, distribution
Larson says performance marketing is rapidly replacing relationship marketing. EMS providers and OEMs recognize committed inventory heavily buffered by uncommitted inventory. Semiconductor chips will continue to address increasingly specific needs of customers. Market forces putting severe competitive pressures on local distributors forcing re-analysis of business models.
Read more
Semiconductors, printed circuit boards, computers raise Malaysian manufacturing
First three months of year shows 24% growth in sales value of manufacturing sector. Average sales value per employee in March was 26% higher vs. same month last year. Total number of employees engaged in manufacturing sector in March 2010 rose 1.1%.
Electronics distribution executives reveal supply chain insight
Improving product mix slows average selling price (ASP) erosion. Distributors and suppliers may be gaining pricing power. Systems distribution industry should grow faster in 2010 than historical 4% to 6% growth rate. Electronics components distributor Avnet experiencing customers offering to pay for better allocation.
Read more
