Notebook ODM / EMS is still Pegatron’s core business. It is estimated notebooks will contribute to 40% of Pegatron’s FY11 sales. But, without gaining orders from tier-1 notebook OEMs, achieving operating margin targets could be problematic.
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Tag Archives: ASUSTeK
Economic, scale challenges for Pegatron notebook business
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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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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