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: Samsung
Economic, scale challenges for Pegatron notebook business
iPhone market share: Enterprise demand may buck trends
There is growing evidence that the iPhone is making inroads into the enterprise. Although Apple has a relatively small position today, some on Wall Street expect Apple to gain considerable share in the enterprise market over the next several years, possibly driving upside to many Street estimates.
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Mobile phones: Troubled contract manufacturing?
When the economy is strong and market demand is good, this model will help an EMS provider grow because economies of scale can be leveraged and the manufacturing business and the component business can …
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