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: notebooks
Interpreting the four phases of the EMS economic cycle
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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ODM Wistron’s EMS v. Pegatron, Hon Hai
ODM Wistron branches into EMS. Read how well Wistron can compete against Pegatron and Hon Hai on the EMS model Hon Hai perfected.
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EMS computing eyes Acer, HP battle PC shipments, market share
Aggressive pricing helps Asian PC makers as OEM captures first time No. 2 position. Dell, Lenovo, Toshiba contribute to 79.9 million PC units shipped third quarter. Flextronics, Hon Hai take top market positions in EMS computing sector.
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