The problem is we are back to phase one and the fundamentals across the EMS industry will not stabilize until the sector reaches the third phase of the EMS economic cycle.
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Tag Archives: Flextronics
Interpreting the four phases of the EMS economic cycle
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.
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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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Challenges revealed in the many faces of EMS provider culture
Following are some of my personal experiences and insights gained through my years of dealing with different countries, EMS provider organizations and people in the EMS industry across Asia, Europe and the Americas. However, fewer culture gaps exist between Asian countries than, say, compared to western nations, or counties on the Africa continent. Similarly, working styles in western countries tend to be less divergent with countries located on the same continent than compared to a Chinese or Thai style.
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2011 Electronics manufacturing services (EMS) outlook with 2010 review
2011 EMS industry perspective reveals risks for Flextronics, Sanmina-SCI, Jabil Circuit, Benchmark Electronics, Plexus. 2010 program wins can take 12 to 18 months to ramp. Possible return to M&A across EMS sector. Increased focus on non-traditional EMS markets. Overall 2010 YTD performance lags notably due to magnitude of mid-2010 decline.
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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.
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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.
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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%.
IMI CEO Arthur Tan talks EMS, acquisitions, markets and challenges
You will understand in reading this interview how the Philippine-based EMS provider Integrated Microelectronics sees the changing EMS landscape, plans their CEO Arthur Tan has for expansion and more as he shares his vision with you and talks about …
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Ford and Flextronics automotive EMS
By employing an EMS contract manufacturer, rather than a traditional automotive supplier, Ford is behaving like most modern consumer electronics firms, which predominately outsource the production and design of their products to …
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