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.
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Tag Archives: Apple
EMS v ODM: Pegatron after the turnaround
From Starbucks to Foxconn: A competitive supply chain is more than just lowering operations cost and inventories
Gene Tyworth, Ph.D., chairman for the department of supply chain and information systems (SC&IS) at Penn State Smeal College of Business talks with VentureOutsource.com about the skill gaps in today’s supply chain managers and which important knowledge areas tomorrow’s supply chain leaders should focus on. Plus, much more…
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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.
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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…
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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.
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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.
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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%.
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Palm acquisition benefits and HP’s EMS universe
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…
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Fault lines in iPad teardown cost analysis
Consumer electronics product manufacturing cost must be less than 33% of retail price. Total component cost must be less than 25% of product retail price. Most iPad components and printed circuit boards supplied by Taiwanese and Korean manufacturers.
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Apple iPad vs. netbooks, notebooks, smartphones
This is not just another review of how the iPad bridges the world of smartphones, netbooks and notebooks. Read this cost analysis of 3G enabled netbooks vs. the 3G iPad. How will Dell, HP, Acer respond? Some say the iPad is a game changer with a whole new category of OS and will no doubt cause the definition of PC to be revised. iPad could change everything. How will it change you?
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