Both the electronic manufacturing services (EMS) and original design manufacturing (ODM) segments of the industry are not projected to perform well this year. Revenue in the EMS sector will be practically flat and the ODM sector is likely to shrink.
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Tag Archives: notebook
2012 Forecast spells decline for EMS and ODM as profitability concerns weigh in
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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Wistron’s hope for a good year gets delayed
Wall Street has given up on Wistron for 2011 and is looking for better results from the ODM in 2012 which counts Dell; Acer, Lenovo, IBM and Sony as key customers. Meanwhile, Wistron has invested in after-sales centers in China and Brazil.
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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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Taiwan IC Design: Netbook opportunities, challenges
Nonetheless, this may not necessarily be viewed as negative for Taiwan fabless companies as the lower IC content should be offset by Taiwan’s nearly 100% market share of the netbook market compared to …
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