Contract electronics consolidation lacking among top-tier EMS manufacturing and electronics ODM firms, primarily because (most) OEM customers can easily pack up their outsourcing programs and migrate to alternate, competing EMS and ODM providers. Any first-tier EMS or ODM acquirer would …
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Tag Archives: ODM
First-tier EMS, ODM consolidation: Why mergers and acquisitions are not happening
Growing cloud data center spend benefits ODM, white box hardware vendors
Increasing demand at managed hosting and public cloud service providers has driven both to move away from OEM hardware and consider more ODM cloud server hardware that is typically cheaper, and more customizable, especially in bulk. Higher cloud infrastructure spend …
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Manufacturing capacity relocation cost analysis
Earnings impact, inventory swings, and duplicate capacity facing some OEMs moving manufacturing production.
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ODM competition driving margin erosion
EMS providers and ODM manufacturers in Taiwan experience lower margins, yielding pricing benefits to OEM customers.
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EMS/ODM manufacturer corporate (org chart) reporting structure impacts sales and services
Read how OEM customer programs often are at a disadvantage with some EMS/ODM provider org charts, reporting structure and compensation practices.
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ODM Cloud server assembly firms adjust manufacturing footprints
ODM plans to distribute manufacturing likely to cause higher costs in several areas. Favored geographies are outlined with percent production at each.
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Mexico v Taiwan: US tariff exposure for ODM hardware, by ODM company, per nation
Gain access electronics ODM industry research and make more informed business and investment decisions.
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Trends impacting Taiwanese EMS, ODM margins and revenue
Will market share concentration among OEM customers help revenue growth for Taiwanese EMS/ODMs?
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Taiwanese ODM competitive landscape shifts as new market sectors emerge
Market research on select ODM companies, and more, by manufacturing footprint and product market sectors. Request detailed reports from Venture Outsource.com
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What is difference between OEM, CM, CEM, ECM, EMS, ODM, JDM, design house contract electronic firms?
The design and manufacture of electronic hardware equipment products is divided into two primary camps: OEM brand companies and contract electronic solutions providers. This article outlines the electronics OEM brand company business model. I then compare it to …
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