2011 EMS industry perspective reveals risks for Flextronics, Sanmina-SCI, Jabil Circuit, Benchmark Electronics, Plexus. 2010 program wins can take 12 to 18 months to ramp. Possible return to M&A across EMS sector. Increased focus on non-traditional EMS markets. Overall 2010 YTD performance lags notably due to magnitude of mid-2010 decline.
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Tag Archives: Plexus
2011 Electronics manufacturing services (EMS) outlook with 2010 review
Breakdown of electronics end markets served by top EMS providers
Non-traditional EMS markets make up larger portion of business for smaller EMS providers such as Benchmark Electronics, Plexus. Automotive, medical electronics believed to be pivotal components to helping EMS market out of the recession. Also, covers Foxconn, Hon Hai, Jabil Circuit, Flextronics, Sanmina-SCI, Celestica.
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EMS as a growth industry and reasons for optimism
EMS industry underestimated. Growth opportunities seen at numerous EMS companies. Sanmina-SCI in major identity makeover. Flextronics disproportionate beneficiary in computing. Clean tech aids non-traditional EMS sectors. OEMs reevaluate strategies.
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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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Plexus margins swing on way to becoming best in EMS
Despite the current downturn, Plexus' strategy has resulted in EMS industry-best growth, margins, and returns with the Company doing all it can to keep to its “20-10-5” model: 20% ROIC, 10% gross profit margin and …
EMS 5 year forecast: Plexus at $3 billion?
Plexus has won approximately $690 million worth of business in the last 12 months. Management has said its near-term view is to grow the company over …
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Too much EMS
it would take 2 years of 15% to 20% of annual EMS sector growth to get EMS industry utilization rates that eliminate overcapacity. Despite 7 years of industry restructuring there is still excess capacity in the EMS industry and …
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Industry Pulse: Flextronics, Celestica, Nam Tai Electronics, Plexus, Benchmark
Read about Flextronics' deal with Hewlett-Packard involving cell phone imaging and the Company's reduction in work force with a facility in France. Celestica updates guidance believed to be partly related to poor performance of Mexico operations, Nam Tai Electronics announces a new CEO, and more…
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Military and defense electronics contract manufacturers
The military and defense market is attractive to North American prime contractors (OEMs such as Boeing, Raytheon, or Northrop Grumman, which in turn, contract with the United States Department of Defense (DoD)) because…
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