Hon Hai and several ODMs investing in optoelectronics to take advantage of growing LED TV market. OEMs increasingly turn to third parties for product design. ODM sector increases share of overall electronics contract manufacturing revenues to 45%. EMS industry expected to grow consistently for next five years, with 8% CAGR, ODMs with slightly stronger CAGR of 9%.
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Tag Archives: research
EMS, ODM recovery tied to consumer electronics
EMS pricing assumptions and economic influences
EMS industry growth still largely tied to PC industry. Competition among EMS / ODMs will continue to keep prices and profit margins low leading to eroding ASPs that will continually challenge EMS and ODM providers.
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2010 Semiconductor revenues target $300 billion
This year marks all-time annual high for global semiconductor revenue. Demand for consumer electronics continues to surpass expectations. Global factory revenue for electronics systems could reach $1.5 trillion. Strong sales predicted for PCs, mobile handsets, LCD-TVs, semiconductor-rich systems.
Palm acquisition benefits and HP’s EMS universe
Low risk for Hewlett Packard with huge payoff potential. Acquisition catapults HP into Mobile devices. Microsoft and Google relations could sour. EMS currently serving HP include Flextronics, Jabil Circuit, Sanmina-SCI, Hon Hai…
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Q1 Survey of 586 reveals caution in tech supply chain
Many of the 586 survey respondents across North America, Asia and Europe indicated the worst of the recession is behind us but Venture Outsource cautions this does not mean the horizon ahead is calm.
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Foxconn, Flextronics, Jabil, Celestica top chip spenders 2010
2010 chip spend for EMS providers to total $38 billion. OEMs to outsource other product types. OEM semiconductor spend to rise 13%.
Dissecting the 2010 worldwide semiconductor chip market forecast
Q1 sales to wireless communications market will be up 53% from same period 2009. Memory will be strongest segment during Q1. Global semiconductor revenue will rise 21.5% to $279.7 billion versus 2009 sales.
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Ford and Flextronics automotive EMS
By employing an EMS contract manufacturer, rather than a traditional automotive supplier, Ford is behaving like most modern consumer electronics firms, which predominately outsource the production and design of their products to …
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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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Some consumer electronics markets recovering
Appliance market in emerging economies driven by households. Consumers favor flat panel displays. OEM LCD-TV largest dollar increase of any consumer electronics segment. Digitial infrastructure drives Asian market.
