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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Tag Archives: Jabil Circuit
2011 Electronics manufacturing services (EMS) outlook with 2010 review
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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