Broken down my market sector, we should see EMS industry revenues increase to $423 billion on the rising strength of consumer electronics, servers and storage, networking equipment, automotive electronics, and medical electronics.
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Tag Archives: forecast
Electronics manufacturing services and design forecast 2014-19
2013 Contract electronics industry sees 4% to 5% growth
2013 will also see the industry attempt to balance two key trends: OEM customers wishing to lower their costs on one hand, versus outsourced manufacturing providers hoping to see improved cash flow on the other.
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Economic, scale challenges for Pegatron notebook business
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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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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2011 Forecasts global EMS / ODM growth slowing with China no longer the exception
Margin improvement now a function of end-market mix. Given rise of material costs and wages in areas like China, 2011 margins are apt to be heading sideways or downward.
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Taking the pulse of EMS
While internal, defensive, cost-control issues dominated the companies’ reports; most firms also …
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