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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Tag Archives: Pegatron
Economic, scale challenges for Pegatron notebook business
Apple supply chain spreads wealth beyond Foxconn
A recent Asia-based research report on Apple sheds more light on the Cupertino-based consumer tech giant. Primarily, how Apple’s supply chain contributes in sales (%) to various vendor- and supplier-type companies serving Apple. It is easy to understand the rising …
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EMS v ODM: Pegatron after the turnaround
Pegatron is struggling, and straddling, EMS v. ODM business models because R&D resources are limited. Essentially, electronics product notebook design is like an ODM business model, but LED TV and iPhone assembly is more like an EMS business.
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iPhone 4 smartphone success driven by apps, platform, loyalty
Overall mix creates true differentiation in marketplace. Channel check of 100 stores reveals iPhone 4 demand outstripping supply across several regions. Apps growing 10% to 20% monthly with majority of downloads costing $9.99. Most widely deployed smartphone OS is Symbian followed by Blackberry OS then iPhone OS. EMS provider Pegatron to develop CDMA version.
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