I’ve managed and advised contract electronics divisions for years and noticed long ago the cozy relationship electronics components distributors like Avnet, Arrow, Future, TTI, Mouser and others have with EMS manufacturers. Beyond moving boxes around, distributors add no real …
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Tag Archives: research
Avnet adds no value confirms Texas Instruments: How OEMs save and why more component vendors will follow TI strategy
5 Ways electronics OEMs and EMS providers purchase from semiconductor component vendors
The following 5 scenarios detail how electronics OEM companies and contract EMS providers award purchase orders to semiconductor vendors.
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6 Steps how semi components get on OEM approved vendor list (AVL)
Six critical steps how a semiconductor vendor gets their chipset onto an electronics OEM hardware product approved vendor list (AVL).
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Japanese EMS providers finding their place in Asia
For years Japanese EMS providers relied on Keiretsu to help differentiate their services. But as more contract electronics providers become vertically integrated Japanese EMS as a differentiator is losing its appeal. Read what Japanese and other Asian providers can do to remain competitive.
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Steps for India to succeed in electronics services design manufacturing (ESDM)
India failed previously to become a global destination for EMS. Key points her emphasize some missteps, plus steps India must take to realize global capabilities for electronics services and design manufacturing (ESDM).
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EMS, ODM recovery tied to consumer electronics
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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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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