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: PC
2012 Forecast spells decline for EMS and ODM as profitability concerns weigh in
Interpreting the four phases of the EMS economic cycle
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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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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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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EMS sector bounces back but uncertainties remain
The global electronics contract manufacturing industry is set to return to growth in 2010 after a painful 2009, but the market still faces major uncertainties this year. Worldwide revenue generated by the two segments …
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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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Report: Changing PC sector, market share, emerging markets, forecast considerations
Deutsche Bank believes the PC market is set for a significant, multi-year recovery cycle driven by the combination of an improving global economy, new product upgrade cycles and further penetration growth in developing economies. In the report, several key factors are cited as aligning which could drive significant improvement in PC unit growth over the next 12 to 24 months, such as…
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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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