The problem is we are back to phase one and the fundamentals across the EMS industry will not stabilize until the sector reaches the third phase of the EMS economic cycle.
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Tag Archives: Sanmina-SCI
Interpreting the four phases of the EMS economic cycle
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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2011 Electronics manufacturing services (EMS) outlook with 2010 review
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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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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IMI CEO Arthur Tan talks EMS, acquisitions, markets and challenges
You will understand in reading this interview how the Philippine-based EMS provider Integrated Microelectronics sees the changing EMS landscape, plans their CEO Arthur Tan has for expansion and more as he shares his vision with you and talks about …
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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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Former Sanmina-SCI CFO Randy Spurr joins Spansion
Furr spent 13 years at Sanmina-SCI, nine as president and COO and four as executive vice president and chief financial officer. At Sanmina-SCI, Furr implemented the necessary …
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Wall Street on EMS vs. ODM market share and market segments
Wall Street discusses EMS vs. ODM market share, various market segments, emerging market opportunities and …
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Acquisition gives Flextronics expanded global footing and capabilities
Until recently, Flextronics’ largest market segment was mobile phones, which accounted for over 30% of revenue. With the acquisition of Solectron this changes the entire landscape of the EMS, and ODM, industries.
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