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: HP
Interpreting the four phases of the EMS economic cycle
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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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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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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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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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%.
Greenpeace guide to greener electronics: Electronics industry starting to go green
The biggest movers in the latest guide are Sony and LG Electronics. Both have had their penalty points lifted as they have left a …
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